Recent Insider Transactions Derivative • Jan 08
Non-Executive Director exercised options to buy AU$348k worth of stock. On the 5th of January, Garry Garside exercised options to buy 7m shares at a strike price of around AU$0.04, costing a total of AU$290k. This transaction amounted to 29% of their direct individual holding at the time of the trade. Since March 2025, Garry's direct individual holding has increased from 11.53m shares to 32.17m. Company insiders have collectively bought AU$2.4m more than they sold, via options and on-market transactions, in the last 12 months. New Risk • Dec 02
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 43% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 21% per year over the past 5 years. Shareholders have been substantially diluted in the past year (43% increase in shares outstanding). Minor Risks Significant insider selling over the past 3 months (AU$4.7m sold). Revenue is less than US$5m (AU$3.3m revenue, or US$2.1m). Market cap is less than US$100m (AU$63.0m market cap, or US$41.3m). New Risk • Nov 28
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: AU$4.7m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 21% per year over the past 5 years. Minor Risks Shareholders have been diluted in the past year (30% increase in shares outstanding). Significant insider selling over the past 3 months (AU$4.7m sold). Revenue is less than US$5m (AU$3.3m revenue, or US$2.1m). Market cap is less than US$100m (AU$53.0m market cap, or US$34.6m). Recent Insider Transactions Derivative • Nov 20
Non-Executive Director exercised options to buy AU$630k worth of stock. On the 18th of November, John Wood exercised 13.12m options to receive shares at no cost, then sold around 2.00 of them at AU$0.04 each and kept the remainder. Since December 2024, John's direct individual holding has increased from 45.36m shares to 63.47m. Company insiders have collectively bought AU$1.7m more than they sold, via options and on-market transactions, in the last 12 months. Announcement • Sep 29
Rent.com.au Limited, Annual General Meeting, Nov 20, 2025 Rent.com.au Limited, Annual General Meeting, Nov 20, 2025. Reported Earnings • Aug 31
Full year 2025 earnings released: AU$0.005 loss per share (vs AU$0.006 loss in FY 2024) Full year 2025 results: AU$0.005 loss per share. Revenue: AU$3.40m (up 4.6% from FY 2024). Net loss: AU$3.69m (loss widened 7.2% from FY 2024). Announcement • Jul 03
Rent.com.au Limited has filed a Follow-on Equity Offering in the amount of AUD 2.665445 million. Rent.com.au Limited has filed a Follow-on Equity Offering in the amount of AUD 2.665445 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 106,617,797
Price\Range: AUD 0.025
Discount Per Security: AUD 0.0005
Transaction Features: Rights Offering New Risk • May 01
New major risk - Shareholder dilution The company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 35% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 21% per year over the past 5 years. Shareholders have been substantially diluted in the past year (35% increase in shares outstanding). Market cap is less than US$10m (AU$15.4m market cap, or US$9.83m). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Revenue is less than US$5m (AU$3.1m revenue, or US$2.0m). Recent Insider Transactions • Dec 28
Non-Executive Director recently bought AU$51k worth of stock On the 24th of December, John Wood bought around 3m shares on-market at roughly AU$0.018 per share. This transaction amounted to 6.7% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$454k more in shares than they have sold in the last 12 months. Announcement • Sep 23
Rent.com.au Limited, Annual General Meeting, Nov 20, 2024 Rent.com.au Limited, Annual General Meeting, Nov 20, 2024. Reported Earnings • Aug 23
Full year 2024 earnings: EPS in line with expectations, revenues disappoint Full year 2024 results: AU$0.006 loss per share (improved from AU$0.008 loss in FY 2023). Revenue: AU$3.34m (up 21% from FY 2023). Net loss: AU$3.44m (loss narrowed 8.3% from FY 2023). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has fallen by 41% per year, which means it is performing significantly worse than earnings. Announcement • Jun 21
Rent.com.au Limited has filed a Follow-on Equity Offering in the amount of AUD 2.518598 million. Rent.com.au Limited has filed a Follow-on Equity Offering in the amount of AUD 2.518598 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 125,929,912
Price\Range: AUD 0.02
Discount Per Security: AUD 0.0006
Transaction Features: Rights Offering New Risk • May 08
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: AU$13.9m (US$9.10m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (20% average weekly change). Market cap is less than US$10m (AU$13.9m market cap, or US$9.10m). Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$3.6m). Currently unprofitable and not forecast to become profitable next year (AU$1.9m net loss next year). Shareholders have been diluted in the past year (23% increase in shares outstanding). Revenue is less than US$5m (AU$2.9m revenue, or US$1.9m). Breakeven Date Change • Feb 27
No longer forecast to breakeven The analyst covering Rent.com.au no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of AU$300.0k in 2025. New forecast suggests the company will make a loss of AU$1.10m in 2025. New Risk • Feb 23
New major risk - Revenue and earnings growth Earnings have declined by 10% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 10% per year over the past 5 years. Minor Risks Currently unprofitable and not forecast to become profitable next year (AU$940k net loss next year). Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (23% increase in shares outstanding). Revenue is less than US$5m (AU$2.8m revenue, or US$1.8m). Market cap is less than US$100m (AU$20.8m market cap, or US$13.6m). Announcement • Feb 01
Rent.com.au Limited Appoints Karen Koh as Joint Company Secretary Rent.com.au Limited announced that Ms. Karen Koh has been appointed as Joint Company Secretary, effective immediately. Ms. Koh is a member of CPA Australia and has a Certificate in Governance Practice from the Governance Institute of Australia. Karen has more than 20 years' experience predominantly in ASX-listed environments, including the last 8 years at Rent.com.au where she is the Financial Controller. Mr. Jan Ferreira continues in his role as a Joint Company Secretary. Mr. Ferreira and Ms. Koh will be jointly responsible for communications with ASX in relation to Listing Rule matters in accordance with ASX Listing Rule 12.6 effective immediately. New Risk • Jan 22
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$13.2m market cap, or US$8.71m). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (23% increase in shares outstanding). Revenue is less than US$5m (AU$2.8m revenue, or US$1.8m). Announcement • Nov 03
Rent.com.au Limited has filed a Follow-on Equity Offering in the amount of AUD 1.946195 million. Rent.com.au Limited has filed a Follow-on Equity Offering in the amount of AUD 1.946195 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 114,482,080
Price\Range: AUD 0.017
Discount Per Security: AUD 0.00102
Security Features: Attached Options
Transaction Features: Rights Offering Announcement • Oct 05
Rent.com.au Limited, Annual General Meeting, Nov 29, 2023 Rent.com.au Limited, Annual General Meeting, Nov 29, 2023. Announcement • Aug 24
Rent.com.au Limited to Report Fiscal Year 2023 Results on Aug 28, 2023 Rent.com.au Limited announced that they will report fiscal year 2023 results on Aug 28, 2023 Reported Earnings • Aug 24
Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2023 results: AU$0.008 loss per share (further deteriorated from AU$0.007 loss in FY 2022). Revenue: AU$2.77m (down 18% from FY 2022). Net loss: AU$3.76m (loss widened 37% from FY 2022). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 70% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Interactive Media and Services industry in Australia. Over the last 3 years on average, earnings per share has fallen by 22% per year whereas the company’s share price has fallen by 26% per year. New Risk • Aug 03
New major risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 16% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (AU$13.4m market cap, or US$8.72m). Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (AU$940k net loss in 2 years). Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (17% increase in shares outstanding). Revenue is less than US$5m (AU$3.2m revenue, or US$2.1m). Reported Earnings • Feb 23
First half 2023 earnings released: AU$0.003 loss per share (vs AU$0.003 loss in 1H 2022) First half 2023 results: AU$0.003 loss per share (in line with 1H 2022). Revenue: AU$1.48m (down 9.5% from 1H 2022). Net loss: AU$1.52m (loss widened 16% from 1H 2022). Revenue is forecast to grow 69% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Interactive Media and Services industry in Australia. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings. Recent Insider Transactions • Dec 19
Insider recently bought AU$2.8m worth of stock On the 14th of December, Bevan Slattery bought around 69m shares on-market at roughly AU$0.04 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$3.8m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Nov 29
Insider recently sold AU$152k worth of stock On the 25th of November, Jason Carroll sold around 4m shares on-market at roughly AU$0.037 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought AU$1.0m more than they sold in the last 12 months. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. No independent directors (4 non-independent directors). Non-Executive Chairman Garry Garside was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Aug 27
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: AU$0.007 loss per share (down from AU$0.004 loss in FY 2021). Revenue: AU$3.39m (up 9.5% from FY 2021). Net loss: AU$2.74m (loss widened 112% from FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 32%. Over the next year, revenue is forecast to grow 59%, compared to a 12% growth forecast for the Interactive Media and Services industry in Australia. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Announcement • May 27
Rent.Com.Au Limited Announces Resignation of Steven Wood as Joint Company Secretary Rent.com.au Limited announced that Mr. Steven Wood has resigned as joint Company Secretary effective 26 May 2022. The Board of Directors wish to thank Mr. Wood for his service to the Company dating from prior to its listing on the ASX in June 2015. Mr. Wood has shared the role of Company Secretary with Mr. Jan Ferreira, who continues in his role as Company Secretary. Recent Insider Transactions • May 25
Insider recently bought AU$1.1m worth of stock On the 19th of May, Jason Carroll bought around 19m shares on-market at roughly AU$0.059 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$372k more in shares than they have sold in the last 12 months. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). Non-Executive Chairman Garry Garside was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Breakeven Date Change • Mar 01
No longer forecast to breakeven The analyst covering Rent.com.au no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of AU$1.30m in 2023. New forecast suggests the company will make a loss of AU$800.0k in 2023. Announcement • Feb 17
Rent.com.au Limited to Report First Half, 2022 Results on Feb 25, 2022 Rent.com.au Limited announced that they will report first half, 2022 results on Feb 25, 2022 Announcement • Jan 13
Rent.com.au Limited announced that it expects to receive AUD 2.5 million in funding Rent.com.au Limited announced a private placement of 41,666,667 common shares at a price of AUD 0.06 per share for gross proceeds of AUD 2,500,000.02 on January 12, 2022. The transaction will include participation from sophisticated, professional and other exempt investors pursuant to section 708 of the Corporations Act 2001. The company expects to close the transaction on January 20, 2022. Breakeven Date Change • Sep 23
Forecast to breakeven in 2023 The analyst covering Rent.com.au expects the company to break even for the first time. New forecast suggests the company will make a profit of AU$1.30m in 2023. Average annual earnings growth of 130% is required to achieve expected profit on schedule. Announcement • May 06
Rent.Com.Au Limited Announces Launch Its New Rentpay Payments Platform to the Public Rent.com.au Limited advised the market that it has launched its new RentPay payments platform to the public. Using the latest technology, RentPay gives the renter flexibility, support and improved financial wellbeing while agents and landlords receive their rent quickly and reliably. It is a platform that will continue to evolve both technically (as Australia's banking infrastructure modernises) and in terms of the value proposition for customers (new products/partners). Renters are pretty adaptable, and they have to be, because every time they move they'll likely be asked to set-up a completely new payment method, losing their previous payment history. RentPay is different. Compatible with all payment methods that agents or landlords may use including BPAY, Visa, Mastercard, Direct Debit etc, RentPay can be set-up once and then move with the renter to their next property, with a simple update. RentPay is completely customer-led, meaning the renter can choose to use RentPay without any impact on their agent or landlord and, when funds are deposited into the RentPay wallet, they're held securely by ANZ Bank in a trust account for the renter. RentPay gives renters more control of their rental payments, with reminders, in-app notifications and alerts, and confirmation of payment history. Renters told us that they only hear from their agent or landlord if something has gone wrong and don't have easy access to receipts and payment history. RentPay changes this, with email, app and SMS prompts for when funds need to be paid in or automated direct debits are due, and when payments are being made. If there are any problems, they'll know before they occur. They'll also receive confirmation when their payment has been received by the agent or landlord, and always have access to a record of their payments in the palm of their hand. Rental affordability is a growing concern for renters. Increasing workforce casualisation contributes to this anxiety, with more ebbs and flows in getting paid. RentPay's buffer feature lets renters stash away some extra funds each week. As their savings build up, they can elect to use those funds to pay their rent, freeing up their cash for other things. With RentPay providing the flexibility and support to the renter (payment timing, amount), agents can focus on optimising their rent rolls for efficiency without needing to change anything. With RentPay using the New Payments Platform (NPP) as its preferred payment platform to agents, no more waiting 2-3 days for funds to clear. Instant payments provide perfect clarity to both the agents and the renters. The next stage of development for RentPay will see trust account reconciliation
and a comprehensive suite of property management tools added to the platform. In the meantime, RentPay is compatible for renters to make payments no matter what system their agent uses. Recent Insider Transactions • Mar 09
Insider recently sold AU$3.2m worth of stock On the 5th of March, Jason Carroll sold around 16m shares on-market at roughly AU$0.21 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$2.8m more than they bought in the last 12 months. Reported Earnings • Mar 03
First half 2021 earnings released: AU$0.001 loss per share (vs AU$0.003 loss in 1H 2020) The company reported a solid first half result with reduced losses, improved revenues and improved control over expenses. First half 2021 results: Revenue: AU$1.49m (up 24% from 1H 2020). Net loss: AU$389.3k (loss narrowed 58% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 49% per year whereas the company’s share price has increased by 47% per year. Is New 90 Day High Low • Feb 05
New 90-day high: AU$0.23 The company is up 400% from its price of AU$0.045 on 06 November 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Interactive Media and Services industry, which is up 21% over the same period. Announcement • Feb 02
Rent.com.au Limited announced that it expects to receive AUD 2.75 million in funding from Capital B Pty Ltd and other investors Rent.com.au Limited (ASX:RNT) announced a private placement of 55,000,000 common shares at a price of AUD 0.05 per share gross proceeds of AUD 2,750,000 on February 2, 2021. The transaction will include participation from sophisticated, professional and other exempt investors pursuant to section 708 of the Corporations Act 2001 (Cth). including new investor Capital B Pty Ltd for AUD 2,000,000. The company expects to close the transaction on February 9, 2021. Recent Insider Transactions • Jan 26
Insider recently bought AU$247k worth of stock On the 22nd of January, Jason Carroll bought around 6m shares on-market at roughly AU$0.044 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$422k more in shares than they have sold in the last 12 months. Reported Earnings • Sep 27
Full year earnings released - AU$0.0057 loss per share Over the last 12 months the company has reported total losses of AU$1.67m, with losses narrowing by 33% from the prior year. Total revenue was AU$2.45m over the last 12 months, up 13% from the prior year. Announcement • Sep 09
Rent.com.au Limited announced that it expects to receive AUD 1.5 million in funding Rent.com.au Limited (ASX:RNT) announced a private placement of 33,333,333 common shares at a price of AUD 0.045 for gross proceeds of AUD 1,499,999.985 on September 9, 2020. The transaction will involve participation from both existing and new institutional, sophisticated, professional, and other exempt investors. The issue price of AUD 0.045 per share represents a discount of 10% to the last price at which the company’s shares traded prior to announcement of the transaction. The transaction is expected to close on September 16, 2020.