onedb1
15 Jan 2015
As forecasted 158 now Show me the money !! Instead of the 'cash dispenser" I should nickname myself the 'Stock Whisperer" lol !! Couple more pennies maybe and am at target . All the best to all , my next trade is going to get posted soon too .
onedb1
15 Jan 2015
So far am over 25p in the money my target is still unchanged though I will lower my stop so that its a profitable trade no matter what . Hope some out there have taken my sell view as a good one . All the best from the 'cash dispenser' onedb1 - lol
onedb1
09 Jan 2015
So far so good 173.9p my target is unchanged . Happy with my view of the 150s target . Already in the money for me . Anyone followed ? Am like a cash dispenser these days . lol
onedb1
08 Jan 2015
looks like a classic downtrend to me . I was pondering going short last night in the 190s ! I missed this 5/6% by a whisker !! Annoying indeed . But my charting suggests another stab at the 150s .Anyone out there with a different view or any view ?
Buffettsluvchild
18 Dec 2014
Re: Challenges on revenue With the time lines drawing closer for the launch of the new property portal onthemarket, January 26, it is worth watching how the 2 main portals are fairing and defending their revenue streams. At the moment Rightmove are winning as another big company has gone public with its announcement to withdraw from Zoopla, Savills (SVS) They are the most profitable property/estate agency group and very influential worldwide, although not as many offices as the mass High Street brands, however it is telling that they have joined Knight Frank and others, which will ensure very high quality property being lost from the site. This will add to the desire and the all important views and click throughs of the new site and is a blow to Zoopla. What is intriguing and an own goal is the Zoopla pr agency released a statement about 1 big London agent that has actually signed up for another year, namely Chestertons. With 30 offices in London, their footprint nationally is small, but the press release highlights the difficulties with the Zoopla business “The strength of the Zoopla and PrimeLocation brands in London and the south-east is clear and our clients expect to see their properties advertised on these websites' What about the rest of the country. The site has a big following in 1 part of the country and that area has come off the boil massively. Agents will be looking to cut costs, as this is just another expense under the advertising part of p&l's. A challenging time ahead
Buffettsluvchild
12 Dec 2014
Challenges on revenue Knight Frank have announced that they are not renewing their membership to Zoopla, favouring Rightmove. They will add great prestige to the content of the new challenger website On the Market, being set up by estate agents to challenge the duopoly. Remember this is how Rightmove started originally. Investors need to be aware of the reasons for the decision, which is a big worry about how the agents who pay the susbscriptions see the value Zoopla brings...not enough leads! The comment from Knight Frank “After consideration of the data available to us, we noted that Rightmove generates considerably more referrals to our website than its sole rival in the existing market, Zoopla"Why this is significant is Knight Frank are heavily biased towards London and the south east. Historically, for agents looking at Zoopla, the main attraction was Primelocation (one of their brands) which has a big following in London. The 2 big groups to pull from Rightmove are both heavily exposed to London, yet they still walked. There are up 25 other big agents to announce their decision between now and the end of the year, as On The market launches on 26 January. The attraction for agents is lower subscription fees and it is a non profit business, proceeds will be ploughed back into marketing. So in the beginning this is a David vs Goliath, and we know how that ended. Just be aware of the risks and the analysts views about the building revenue and target prices for Zoopla, are they deliverable?
Buffettsluvchild
28 Nov 2014
Big member cancels Announcements made this morning that Spicerhaart with 190 offices has cancelled its membership as it is signing with On The Market and retaining Rightmove. This is the industry challenger portal that has been written about and cited as a threat to income. Announcements will no doubt follow through for the other major backers of the new portal which launches on 26 January. These include Knight Frank, Savills, Douglas and Gordon, Strutt and Parker, Chesterton, Humberts, so rest assured the content of the new site will be high.
Oxtrader
25 Nov 2014
Yikes This share dropped far far lower than I had anticipated this afternoon.. I should think some non-execs will like to buy in at these new prices..
kieran142
25 Nov 2014
Any real reason for the drop today guys? Didnt think the report looked bad at all. Anyone think P/E is a little high?
