Potentially hidden gem, page-192

Allhomes.com.au seems directly competing with REA and Domain.com.au, it's hard to win without competitive differentiation strategy, IMO.

OTH, was 99c in 2011, I like onthehouse website, but its rough valuation for the properties probably costed them quite a bit of money, but its valuation just purely estimates, RPdata are better or valuation from qualified property valuers is more reliable.
As OTH is at mature stage, "reality check" is in play, they have to prove they can generate profit to lift share price hence its market cap.

RNT, I summarized some advantages in the begrudging of this thread,
http://hotcopper.com.au/threads/potentially-hidden-gem.2656134/?get_post=true#.VnUhbll8eA0

Some merits are:
- Valuable domain: rent.com.au; lease.com.au; ...
- Professional website: as high standard as realestate.com.au
Have spent around $10m to develop before relisted in June 2015
- High caliber management team: Airbnb State Manage of New Zealand & Australia, and others
- SUPPORT from Mr Abercrombie & FXL:
Andrew Abercrombie holds over 76m FXL shares, worthy $213m.
He invested in RNT under his superannuation fund, and increased holding during June and October 2015.
- Growing Real estate agrent numbers:
Total number of agents registered with RENT, grew to 6,503 as at 30 September 2015.
- Growing unique visitors numbers: Fetched 500k over last two months.
- Tight share registry: 101m issues shares, free-floated 89m, top 20 hold 50 - 60%.
- $7m cash on hand, no debt
- National promotion starting new year

Good luck to ALL.
See you in 2016