Rightmove Share Chat (RMV)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Rightmove Plc	LSE:RMV	London	Ordinary Share	GB00B2987V85	ORD 1P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+37.00p	+0.92%	4,063.00p	4,059.00p	4,062.00p	4,065.00p	4,023.00p	4,039.00p	330,525	16:35:01

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Media	220.0	161.5	137.9	29.5	3,724.55

Rightmove Share Discussion Threads

Showing 2301 to 2324 of 2325 messages

Chat Pages: 93 92 91 90 89 88 87 86 85 84 83 82 Older

Date	Subject	Author	Discuss
27/9/2017 11:54	Tarrant777 - agree they really haven't tried to do anything overseas. However, the risk is that they could of taken their eye off the ball in the UK. They need to keep Zoopla and Onthemarket at bay. I think the risk here is that Rightmove prices its product at too high a level and customers go elsewhere. An additional risk is that high pricing creates an opportunity for Amazon to come in and offer a low risk product. Alternatively we could see these virtual estate agents reduce the need for Rightmove. I.e. if Purplebricks became the dominant agent in the UK then people could just go to its website. On balance I think Rightmove will continue to do well. The forecast P/E is becoming more attractive and if property transactions pickup in the UK the group should be well placed.	trytotakeiteasy	Read Full Thread Reply
27/9/2017 11:43	This is undoubtedly one of the finest property portals in the world and is hugely profitable.The state of the UK housing market is largely irrelevant to Rightmove as it is a "must have" for any serious sales or letting agent and they have not been shy about increasing their charges year after year.One or two notes for concern however are the board's insularity in always promoting the CEO from within, which may be ok but smacks a bit of complacency and a failure to do anything for several years with their mountain of cash other than buy in their own shares, whilst Rightmove lookalikes have been created in almost every country in the world. Surely, a more dynamic Chairman and board would have increased shareholder value more by taking some strategic stakes in some of those businesses and helped them grow by leveraging Rightmove's tech and corporate know how. However, they have all become very rich on the back of the performance so probably feel completely relaxed-but in corporate history, nothing stays top dog for ever!!	tarrant777	Read Full Thread Reply
07/9/2017 20:55	I have just bought in here recently for five main reasons (assuming anyone might be interested of course)! Firstly the share price is at the same price as it was at the start of January 2016. Whilst you could argue that it was overvalued then - bear in mind that eps is 30% higher than then, which seriously limits the downside, and indicates good relative value (i.e. mean reversion is on your side). Secondly they are buying back their own shares - always a good sign. Thirdly I notice that Nigel Thomas (Axa) - a very savvy fund manager has this as the biggest holding in his portfolio (about 14%). Fourthly, short term chart formation looks good. Five - it seems as though Estate Agents,are coming to see RMV as an essential investment rather than an option - so they seem resilient to any house price weakness. DYOR etc.	gargleblaster	Read Full Thread Reply
08/8/2017 18:46	Zillow going ballistic. After Amazon recently said they were entering the on-line real estate market, who knows what can happen next????? But on-line real estate portals will have their day. Shame for RMV given the rapidly cooling UK market but prospects for Zillow look brighter by the day. ALL IMO> DYOR. QP	quepassa	Read Full Thread Reply
07/8/2017 19:47	Zillow UP 50% since March. Whereas Rightmove is flat over a year. ZILLOW ZILLOW ZILLOW. ALL IMO. IMO. IMO. DYOR. QP	quepassa	Read Full Thread Reply
20/3/2017 12:03	20/3 record prices in west midlands, btl semi end of runway at Elmdon airport sold last wk after 36 viewings in ten days, bubble looks ready to pop! looked what happened to similar spikes in 72, 89, 06, and a long time to reach next peak, edit, a FREXIT could save us, last chance to get out of the clutches of brussels nai	mike24	Read Full Thread Reply
09/3/2017 15:50	Good post walbrock but the question I would ask is where is the growth going to come from. So far growth has come from ever increasing estate agent sign ups but they are now saturated. If they are to then rely on higher subscriptions then this won't be a growth company. E.g. It is far more valuable signing up more estate agents then raising subs.Also I'm not sure that they are that dependent on house prices either as they also advertise rentals. Which is probably a good thing. Remember the EPS has increased in no small part down to buy backs. Whilst this is ok, it doesn't indicate a growing company as share price is to some degree artificially heightened. I think the next stage will be turning from a growth stock to a strong dividend company. Unless the management have some other secret ideas like emulating purple bricks (which would have been brilliant).	kitbag1984	Read Full Thread Reply
06/3/2017 16:57	On the technical analysis front, RIGHTMOVE’s monthly chart looks bullish, there are support patterns on the RSI chart. RIGHTMOVE’s RSI chart shows it never gone below 50. http://bit.ly/2mtphWk	walbrock82	Read Full Thread Reply
06/3/2017 16:27	Looking at RMV, I can say it is a great company. The fundamentals are super competitive. They can: 1. Raise advertising fees from £117pcm in 2004 to £830pcm today, an annual compound rate of 17.7%. Meanwhile, UK House prices compounded at 3.9%/annum, or a total of 58% in that same period. 2. Cash operating margins is at 60% from 30%, a decade ago. 3. They return all free cash flow to shareholders, that is £130m in total. 4. People is sleeping on the company’s free cash flow generation. It is greater than current liabilities 2.5 times. 5. It accounts for 70% of the UK property internet portal driving 11.7bn visits with visitors spending 1bn minutes per month on their website. The Economics of RIGHTMOVE (and ZOOPLA) A typical fee an estate agent makes is between 1% and 3% of the property value sold. So, typically a property value of £250,000 gives the estate agent’s £2,500 to £7,500 in fees. I can hear the thoughts on your mind telling me this: £842/month multiply by 12 = £10,104 of fees to RIGHTMOVE. Remember, property transaction is a volume business. The UK does over 100,000 property transaction per month, or over 1.2m transactions per year, also there are 157,000 estate agents. So, one estate agent (on average) sells 7 or 8 properties per year. In total, an estate agent makes around £17,500 to £52,500 in properties transaction. Are there headwinds for RIGHTMOVE? Definitively. -These depend on UK Home price appreciating. -Property volume transaction increasing steadily. If both these factors decline, RIGHTMOVE is in trouble, as more estate agents will leave, unless fees prices come down, which will hit margins. To read more, click on http://bit.ly/2mLQUL0	walbrock82	Read Full Thread Reply
06/3/2017 00:54	For info. I sold out of rmv. Had held for approx 4 years. Had 24% roi per each year of holding. I simply can't see where the growth would lie, margin is already fantastic and holding for an acquisition is just gambling. It is still a great company and will do very well but when growth stock slows then it can fall rapidly until PE is at a reasonable level. Thanks to the management at rmv for your great work.	kitbag1984	Read Full Thread Reply
03/3/2017 16:24	Purplebricks is going to be a problem for RM. Salty	saltaire111	Read Full Thread Reply
27/2/2017 17:13	This stock will definitely be hitting the buffers. We are a small lettings agency and we have been hit by a 20% hike in fees... Therefore we will be cancelling our membership for sure... That is on top of any already 13% hike the other year. Whereas over the same 3year period Zoopla have hiked our fees a grand total of Zero.. We for one will be spreading the word about boycotting Rightmove bearing the absurd price rises into account.	pablo2uk	Read Full Thread Reply
30/1/2017 22:52	Has this stock hit the buffers? Can't see any further growth potential other than by share but backs.Management don't seem to be interested in international growth and with near enough 90% of agency sighted up this could be negative for the company. Thinking of selling. Any thoughts?	kitbag1984	Read Full Thread Reply
03/10/2016 14:17	Out this afternoon for 19% net of dealing charges. Wish all my trades were as good!	toffeeman	Read Full Thread Reply
03/10/2016 09:10	Is that a new high I see before me?	toffeeman	Read Full Thread Reply
16/9/2016 14:11	Don't take the following statements and facts as company bashing, but reviewing Rightmove's long-term past performance. Fact 1: During 2004 to 2015, net margins have improved from 20% to 57%, as advertising fees intake grew. Fact 2: 120m+ unique visitors go to its website per month and gets to see 1.2m properties put up by 20k estate agents. Fact 3: The company has returned £160m+ in dividends and bought back £500m worth of shares for cancellation since 2005. Fact 4: However. revenue and earnings growth has averaged the "Mid-teens" for the past four years, but share price grew at a compound rate of 28% in the past years, therefore "outperforming" Rightmove's operating performances. Fact 5: Zoopla, the competitor is building up its property list to 800k properties and has an opportunity to take market share. For more facts: hxxp://walbrockresearch.com/rightmove-gained-1250-since-ipo-is-it-time-to-sell/ There is more of a chance for Rightmove's shares to decline by 40% to £23/share which will fairly value the business at 20 times' earnings. This will be a healthy correction for the company. Remember the same thing happened to Next when it was valued at £80/share, now the shares stood at £50/share. Disclosure: I don't own shares in Rightmove and the opinions are expressed as my views.	walbrock82	Read Full Thread Reply
12/9/2016 08:18	Nope 2% so far - like the general market	toffeeman	Read Full Thread Reply
12/9/2016 01:20	Seems to have had a large drop. Anyone know why?	kitbag1984	Read Full Thread Reply
06/7/2016 15:32	Never held, watching though.... RMV vs. Basket of housebuilders? None too sure.....	soundbuy	Read Full Thread Reply
06/7/2016 14:50	Took a decision to exit post the EU Referendum vote. However, this is still the gorilla in it's sector. Re-entry point anyone?	aishah	Read Full Thread Reply
02/7/2016 14:07	just one London agent has lost 40k in commission this week (cancellation of eight sales) its the discounts on new builds that will give an accurate picture, the docklands was a very small area affected in 87/94 average prices just 175k so how are London BTL's going make mortgage re-payments on 500/700k+ "v" rent coming in, if there is no capitol appreciation to fall back on, on the anticipation c/a was the whole purpose/basis of the investment, wk-end press, brexit has created a gazunderers charter, primeresi said, day before vote, blt is a ticking time-bomb sell off predicted 2018/19, up to date news on maskells site the builders have bounced back post-brexit but two thirds of chains are STARTED by BLT's, many of which are thinking of selling up, not jumping in on inflated prices, the market could come to standstill need government incentives ASAP but their hands are tied having just brought in stamp duty hike etc 27/7 seems crazy to buy in on this rise, of course the last 12 months are the peak of the boom, the next few yrs will be different brexit popped the bubble, brexit is going to hurt 18/2/17 TIMES, housing market slumps, except middle England, prices have held up well dyor	mike24	Read Full Thread Reply
27/6/2016 13:32	"Liberium reiterates BUY and 5000p target" Good job no-one listened to Liberium then.	oiht	Read Full Thread Reply
27/6/2016 10:00	This is brutal!	kitbag1984	Read Full Thread Reply
02/6/2016 09:35	Liberium reiterates BUY and 5000p target.	aishah	Read Full Thread Reply

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