Rightmove Share Discussion Threads

[marben100] 07/5/2014 20:35

Roger Lawson attended Rightmove's AGM today and has posted a detailed report on the AGM, which is available on ShareSoc's member network, here: hxxp://sharesoc.ning.com/xn/detail/6389471:Comment:24677 Some interesting comment on average revenue trends.

To access the report, you'll need to be a member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here: hxxp://www.sharesoc.org/membership.html

Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the report (and reports on hundreds of other AGMs). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here: hxxp://www.sharesoc.org/contact.html

Cheers,

Mark

[quepassa] 21/4/2014 18:12

Not sure about that.
we are in an extremely low interest rate environment.
if the Bank of England raises interest rates by let's say, 0.5% or even 1%, will that really make a massive difference to affordability of mortgages? Don't think so.
Also the margins being charged by lenders are coming down.
The pent-up demand for UK housing is great. The economy is improving.

Personally, it seems unlikely to me that potential minor increases in UK interest rates will have a big negative effect.

The biggest challenge Rightmove is facing is greater domestic competition from other online portals.

ALL IMO. DYOR.
QP

[dewtrader] 21/4/2014 17:40

interest rates to rise so this will naturally decline

[quepassa] 21/4/2014 17:32

Zillow update.

After an unexpected 30% retrenchment from $99 to $70, which has already been made up fairly rapidly in a few months since October, Zillow today reaches new all time high at $102.

Next stop perhaps around $115 per share. Figures due in a few weeks may take stock much higher.

Interesting to compare Rightmove with its US equivalent.

I like Rightmove a lot but at this stage of its development, think that Zillow has got much longer legs.

ALL IMO. DYOR.
QP

[opodio] 07/4/2014 11:23

why is this drpopping

[hosede] 07/4/2014 11:20

Big head and shoulders this has got a long way to fall - great business but way overpriced.

[wanttowin] 07/4/2014 10:27

Could be a good top up time coming !

[wanttowin] 28/2/2014 10:29

Excellent results, new high next week I think

[rolandormrod] 28/2/2014 08:07

I hope that they just continue raising the price on estate agents. Scum of the earth from my failed FTB experience, go Rightmove :)

[helpaargh] 28/2/2014 07:59

They will probably have a small laugh then carry on doing what they do best.

[dual313] 28/2/2014 07:21

Any mention of how they propose to deal with Agents Mutual in their final results?

[helpaargh] 24/2/2014 17:43

Property website Rightmove has a very clear business model and is benefitting from two favourable tailwinds; namely the secular shift towards online property advertising and the positive impact which the housing market recovery is having on advertisers, analysts at at Canaccord Genuity pointed out on Monday.

However, its shares were up by 57% over the year, by 7% on the month and were just 8% below the broker's 'business-as-usual' 3,000p October target.

For the above reasons the broker opted on Monday to downgrade the stock to 'hold' from 'buy', even while maintaining its price target of 3,000p.

As well, in 2015 Rightmove and Zoopla would be challenged by Agents' Mutual, these analysts pointed out, which according to recent press reports had signed up 1,830 estate agents offices on an exclusive basis, with a similar number having registered interest.

The company was due to report its fiscal year 2013 results on February 28th, with expectations that it was set to comment on its pricing policy and prospects for the year ahead. Rightmove´s target for fiscal year 2013 average revenues per advertiser (ARPA) was £600 per month.

[soundbuy] 24/2/2014 12:29

Canaccord takes RMV off its buy list - tis why

28th Feb FY13 results - interesting

[dual313] 24/2/2014 10:38

Big jump down today. Not sure why though

[sven2006] 22/2/2014 14:11

only because those ads are paid for !

[ivyhuang] 21/2/2014 07:09

Search "House for Sale", Zoopla comes before RightMove, and is quite user friendly.

[wanttowin] 14/2/2014 19:10

Shame arja,Can't see any reason for it, thought we were going to make a new high today.

[arja] 14/2/2014 15:29

pounded today for some reason ?

[wanttowin] 13/2/2014 11:19

close to making new highs here, won't be that long methinks. Carney hinting that no interest rises for some time is good news imo.Bring on £30.

[dual313] 30/1/2014 14:33

All the most recent broker targets are between 3000 and 3400 so hopefully the only way is up :)

[toffeeman] 30/1/2014 11:41

H&S with a target of 2300 - or a resumption of uptrend?

[kitbag1984] 30/1/2014 10:04

If I had some spare cash would definitely take out a trade at This level. But beware of spikes I fact I would recommend a 15% margin.

[wanttowin] 28/1/2014 22:45

Looks like it dual313, been a constant 14% fall from its recent high .
a good time to add..imo

[dual313] 28/1/2014 18:46

Wonder if the bottom has now been reached? Good bounce today..

[nofool] 27/1/2014 08:58

RMV desperate to stay in the uptrend. But will it?


wanttolose, desperate to stave off bankruptcy. But will she?