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Real Matters Inc T.REAL

Alternate Symbol(s):  RLLMF

Real Matters Inc. is a Canada-based technology company. The Company provides network management services platform for the mortgage and insurance industries. It provides residential real estate appraisal and title services to mortgage lenders in the United States of America and residential real estate appraisal and insurance inspection services in Canada. Its segments include U.S. appraisal, U.S. title, and Canada. The U.S. Appraisal segment provides residential mortgage appraisals for purchase, refinance, home equity and default transactions through its Solidifi brand. The U.S. Title segment serves the title market by providing various title services for refinance, purchase, home equity, short sale and real estate owned transactions to financial institutions through its Solidifi brand. The Canadian segment’s primary service offerings include residential mortgage appraisals for purchase, refinance and home equity transactions provided through its Solidifi brand.


TSX:REAL - Post by User

Comment by VueConnecton Nov 22, 2020 1:50pm
302 Views
Post# 31949141

RE:RE:RE:RE:why insider Jason keeps selling

RE:RE:RE:RE:why insider Jason keeps sellingCertainly 3000 shares per day isn't going to tank a stock, there are clearly other factors in play. But a PP would take this topic off the table. A new question now is why is he no longer the CEO?

Anyways, it's just one of thousands of stocks to choose from. No need to become attached.

The numbers shouldn't be ignored. The stock has lingered between $22.00-$27.00 this last quarter, yet the estimates keep calling for $35-$40. This next leg up may take 12 months. Wait if you want. It just ran from $5.00 to $30.00 in the last 14 months.

There are many other choices at the moment,  eg.  many smallcap (TSX and Venture) stocks in the early stages of growth, a bit riskier, but risk/reward is quite good at the moment.

A recent report from NBF:

COPYRIGHT: This Report may not be reproduced in whole or in part, or further distributed or published or referred to in any manner whatsoever, nor may the information, opinions or conclusions contained in it be referred to without in each case the prior express written consent of NBF.

Here are the headlines only as I can't reproduce as I've not requested consent:

Solid Q4 with Some Moving Parts
Real Matters reported what we consider to be solid fiscal Q4 results. The problem and why the stock is pulling back following big gains this year comes from a number of new moving parts .....


2021 Estimates have been revised down by .04

Period Current Previous Δ $ Δ % Current Previous Δ $ Δ %
Q4FY20A (Reported) $0.18 $0.17 $0.00 3% $47.0 $43.7 $3.3 8%
Q1FY21E $0.15 $0.18 ($0.04) -19% $43.3 $46.7 ($3.4) -7%
FY2021E $0.81 $0.85 ($0.04) -5% $211.7 $206.0 $5.7 3%
FY2022E $1.05 nmf nmf nmf $247.1 nmf nmf nmf

What Were the Important Takeaways from FQ4?
1. Appraisal – Essentially Flat. According to the Company’s adjusted market data, the U.S. mortgage market was essentially flat in Real Matters fiscal Q4.

2. Title and Close (T&C) – The Next Growth Driver About to Kick in. Unlike Appraisal, we believe T&C represents the next growth driver for REAL which in our view is not fully priced into this stock.

3. Growth Through 2025 Targets. As at the end of FQ4, the Company had reached three of the four previous targets set for F21 (see Figure 3). With fiscal 2021 around the corner, the Company unveiled its new targets looking out to fiscal 2025.

It’s our view that this contribution is not fully priced into the stock nor is the upcoming data strategy which we expect to hear more on next week at the Company’s Investor Day (Nov. 23rd).

If you're still invested you'll need to wait for the upcoming Investor Day on Nov 23rd.

I've exited with a loss.

Regards,
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