ONTHEHOUSE HOLDINGS LIMITED (OTH)



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General Information
Company Name: Onthehouse Holdings Limited
Stock Code: OTH
Website: www.onthehouse.com.au
GICS Sub-Industry: Specialty Stores
Market Cap ($M): 33
Equiv. Shares (M): 72

Current Price Data+
Current Price Open High Low Last Close Volume Price Movement
$ 0.465 $ 0.470 $ 0.470 $ 0.435 $ 0.465 340,486 0%

Current Broker Consensus Recommendation more
Recommendation: Buy
Recommendation Date: 2nd May 2013
12 Month Target Price (average): $0.85
Brokers Surveyed: 1

Company Overview

Business Description:
Onthehouse Holdings Limited (OTH) is a company that runs an integrated database of property sales and rental history, property descriptions, for sale and rental listings and property valuation estimates. The company seeks to deliver a platform incorporating government sales data, real estate industry content, analytical tools and property management features to real estate agents.


Financial Summary
Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2012  A 2.1 2.6 -- 18.0 0.6 1.3 100.0
2011  A -1.8 -19.1 -- 0.0 0.0 0.0 --
2010  A 0.0 0.0 -- -- 0.0 -- --
Source: Aspect actuals / Thomson IBES estimates

Peer Comparison
EPS Growth (%) P/E (%) Dividend Yield (%)
Company Mkt Cap 2010 A 2011 F 2012 F 2010 A 2011 F 2012 F 2010 A 2011 F 2012 F
Cash Converters International (CCV) $521 M 0.0553 0.2202 0.1515 16.1206 13.2116 11.4739 0.0285 0.0338 0.0395
Onthehouse Holdings (OTH) $33 M -- -- -- 17.7481 -- -- 0.0129 -- --
Super Retail Group (SUL) $2,232 M 0.1442 0.3499 0.1674 24.7818 18.3581 15.7254 0.0282 0.0342 0.0404

Market Comparison
Earnings P/E Ratio P/B Ratio P/E Growth P/S Ratio
OTH -- 17.7 0.62 -- 1.87
Market 1.11 13.3 0.91 2.51 2.66
Sector 1.07 14.5 2.37 2.47 0.79

Directors
Name Position Start Date
Mr Michael Fredericks Chief Executive Officer,Managing Director 29 March 2011
Mr Warwick Face Non-Executive Director 29 March 2011
Ms Diana Eilert Non-Executive Director 01 July 2012
Ms Gail Pemberton Non-Executive Director,Non-Executive Chairman 30 March 2011

Management
Name Position
Sue Whidborne Chief Financial Officer and Company Secretary
Craig Dawson Chief Financial Officer,Company Secretary
Jason Lilienstein Chief Operating Officer
Kieran Branagan Chief Technology Officer

Substantial Shareholders
Holding Name
5,605,161 (6.88%) AWJ Family Pty Ltd
8,982,709 (11.00%) Wilson HTM Investment Group Ltd and associates
4,179,891 (5.12%) Aust Executor Trustees SA Ltd
7,077,606 (8.67%) Michael Kenneth Fredericks

Calendar of Events
Date Event
26 February 2014 Report (Interim)
25 October 2013 Report (Annual)
11 October 2013 Report (Prelim)
02 September 2013 Report (Prelim)
30 August 2013 Report (Prelim)
© 2011 Morningstar, Inc. All rights reserved. The data and content contained herein are not guaranteed to be accurate, complete or timely. Neither Morningstar, nor its affiliates nor their content providers will have any liability for use or distribution of any of this information. To the extent that any of the content above constitutes advice, it is general advice that has been prepared by Morningstar Australasia Pty Ltd ABN: 95 090 665 544, AFSL: 240892 (a subsidiary of Morningstar, Inc.), without reference to your objectives, financial situation or needs. Before acting on any advice, you should consider the appropriateness of the advice and we recommend you obtain financial, legal and taxation advice before making any financial investment decision. If applicable investors should obtain the relevant product disclosure statement and consider it before making any decision to invest. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). DISCLOSURE: Employees may have an interest in the securities discussed in this report. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/fsg.asp.

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