Rightmove Share Discussion Threads

[growthpotential] 15/2/2022 23:01

I am getting rich off RMV

[dope007] 15/2/2022 11:36

With that valuation the risk is a 90% haircut overnight

[growthpotential] 14/2/2022 23:45

Learn what moves markets, when

[dope007] 14/2/2022 11:55

MKT Cap of £5 billion!!!!

Wow, that's just ridiculous

[helpaargh] 07/2/2022 19:33

Rightmove managed gains to 0.91% after an upgrade to ‘buy' from ‘neutral’; at UBS.

[juan2many] 18/1/2022 10:35

It's taking a bit of a hammering . Any results lately or coming up?

[juan2many] 18/1/2022 10:29

It's taking a bit of a hammering . Any results lately or coming up?

[growthpotential] 10/1/2022 16:57

What changed?

[helpaargh] 29/9/2021 06:41

Many companies, some large have tried to muscle their way in but have faded away after spending many millions.
The agents need the exposure, so Rightmove benefits as they recommend customers looking to rent or buy to search on Rightmove

[adamb1978] 28/9/2021 18:07

Thanks helpaargh. So in a weak housing market, their risk is estate agents going bust rather than transaction volumes falling

RMV have a quasi monopoly position, which is obviously attractive as part of an investment

[loafofbread] 28/9/2021 07:33

A shocker since my post a few weeks back.

Market finally waking up to the pe of 60?

[helpaargh] 20/9/2021 12:50

Adam, there is a base rate then they try to sell all sorts of add-ons.

[adamb1978] 19/9/2021 11:07

Hello

I've never really looked at RMV before. In terms of their business model, does anyone know whether they charge flat fees to agents (I guess in various tiers depending on size of agent and usage) and/or how tied are they to volumes and/or prices?
Thanks

Adam

[loafofbread] 11/9/2021 11:14

Very strong of late in a weak market so perhaps something going on.

Considering listings are at a low because no one has any stock to sell or let even odder.

[helpaargh] 10/9/2021 19:14

Bit weird, my trade went through 10p above market price.

Will a bid turn up on Monday or was it just because Los Angeles Kayne Anderson Rudnick Investment Management, LLC was buying? Now up to 12%.


Account Type: MARGIN

As Principal, we have effected the following trade on your behalf:-
Transaction: SELL
Bargain Date: 10-SEP-21
Time of Execution: 16:25:10
Settlement Date: 14-SEP-21
Trade Reference: 3657962
Quantity: 6000
Price (pence): 755
Accrued Interest: 0.00
Stock Description: SPBRMV - SPB RIGHTMOVE PLC New Ordinary Shares Of 0.1 Pence
Profit Loss: 8020.61
Commission: 22.65
P.T.M. Levy: 0.00
Trade Reporting: 0.00
Financial Transaction Tax: 0.00
Total: 7997.96 (GBP)

[helpaargh] 03/9/2021 07:37

All time high for this beauty.

[babbler] 30/7/2021 11:14

But then so did nex yesterday and ended up nicely

[babbler] 30/7/2021 11:14

Yes was surprised it opened negative.

[undervaluedassets] 30/7/2021 11:04

As I said best ever results (And during a pandemic mark you) will result in a best-ever price.

My considered opinion is that those that sold today have slightly dropped one.

EPS growth into the future is baked in here due to incredible cashflows and buy-back policy

[helpaargh] 30/7/2021 09:51

Now looks set to breakout of pre covid levels

[undervaluedassets] 30/7/2021 08:27

yup..good results

£10 a shoe-in from here.

Am always staggered by those margins.

More divis more buy-backs. lots to like

[rimau1] 30/7/2021 07:10

Yes, excellent results and more importantly a bullish outlook. However i wonder if the price is now up with events, i have sold out this morning after a very decent rerate. High quality company with a virtual monopoly but up with events. I will return on any pullback!

[babbler] 30/7/2021 06:56

Smashed it.

[rimau1] 24/6/2021 06:40

We should get a pre-closing trading update before end of June which should be very positive. Confirmation of recovered margins and booming sales, the only caution could be supply of housing stock as developers slow down or postpone new builds until the materials price and shortages correct themselves.

[undervaluedassets] 20/5/2021 05:02

Over the last dozen years or so this company has bought back 1/3rd of it's own shares and cancelled them. Astonishing. Clearly they intend to do this forever. More EPS for shareholders then.

Carries no inventory. No moving parts. Price setter, not a price taker. Good stock for inflationary times.

Going to do well now? Take a look at the housing market and I think you have your answer.