Moneysupermarket.com Share Discussion Threads

[isis] 04/2/2014 18:12

doesn't make a lot of sense - especially as their numbers are rising on Alexa.

But look at all the small sale trades???

HFT's having a larf. imo

[adelwire2] 04/2/2014 18:03

ouch....bizarre when tipsters say £2+....down down down

[salpara111] 01/2/2014 12:01

Just read in the Independent online this morning that they are about to break a new advertising campaign featuring none other than everyone's favourite dope smoking rapper Snoop Dogg....not quite sure what to make of that!

[isis] 31/1/2014 18:19

I think the problem started when Nixon sold off that last 20% to mainly US Institutions who lend stock de riguer and they are shorting it.

[salpara111] 31/1/2014 17:32

Well, at its simplest level the share price is below where it was a year ago but revenue and EBIT are both up by around 25% so I am inclined to say that it is value at the current level.
I struggle to understand the way the stock is quite heavily sold off after each set of results but this time I took advantage of the 10% decline so it worked out nicely for me this time.

[isis] 31/1/2014 15:28

There are over a dozen trades under 100 shares in the past hour alone, even one for 4 shares!

When they allocated these shares they have to be in multiples of over 1000 - so these are HFT's not real trades.

[isis] 31/1/2014 15:19

Well when you see loads of trades for 1 share and many others for 12 or 57 that definitely isn't normal trading nor are they one-offs.

Baring Numis all the Broker ratings are over 200p upto 250p

They have made so much money in the past they have been giving the money back in Special Dividends.

Both Travel and money sites have been shooting up the Alexa ratings. I would like them to add something else to increase revenue, but I know the German site didn't take off like the UK ones have so they closed them.

[masurenguy] 31/1/2014 14:43

isis - 1006: Well I personally think that it is being manipulated as it is not a widely held stock, the trades are tiny and it is easily swayed.

Your evidence for this is what exactly?

This years forecasted projection puts them on a PER of around 15 - not excessive but not cheap either. A yield of around 4% is good but the dividend cover is quite tight and this could subsequently slip.

[salpara111] 28/1/2014 09:56

Looking like my re entry at 177 was a good call for a change!

[salpara111] 27/1/2014 16:02

Looks like I am back on board!
Bought back my original number of shares but now have an extra £2K to play with!

[isis] 27/1/2014 15:44

Well I personally think that it is being manipulated as it is not a widely held stock, the trades are tiny and it is easily swayed.

There are quite a few stocks like this some are very overpriced but this one isn't.

There isn't much you can do if your stock is a victim of this kind of strategy - you have to go with the flow, hold and take your chances.


The Dividends do help though. :-))

[salpara111] 27/1/2014 15:27

The share price has dropped 10% in less than 10 days the wider market is off less than 5%.
I never understood why they were dropped back to 142 last year but after taking a stake at 180 I doubled up at 144 before selling the lot at 196 but it looks like I might become a holder again soon and I am quite happy with that.

[isis] 27/1/2014 14:50

Salpara - the Dow has fallen about 600 points in the past two weeks, The FTSE about 250.

Bit a of a wider fallout tbh. Although there does appear to be some manipulation with this stock. imo

Just look at the trades - nearly all silly ones - there's 3 for 1 share in the past 2 hours.

[salpara111] 27/1/2014 13:47

Dropped below my market re-entry point already, really dont see why given that they trade on a p/e in the mid teens and churn out cash like its going out of fashion.
I have now set a limit order of 177p to retake the stake I sold at 196.
There does not seem to be much love in the city for them.

[isis] 27/1/2014 12:10

Moneysupermarket.com Group Receives "Buy" Rating from Citigroup Inc. (MONY)
Posted by Logan Wallace on Jan 27th, 2014 // No Comments

Moneysupermarket.com Group logoMoneysupermarket.com Group (LON:MONY)'s stock had its "buy" rating restated by equities researchers at Citigroup Inc. in a research report issued on Monday, ARN reports. They currently have a GBX 220 ($3.62) target price on the stock. Citigroup Inc.'s price target suggests a potential upside of 21.82% from the company's current price.
Shares of Moneysupermarket.com Group (LON:MONY) opened at 180.60 on Monday. Moneysupermarket.com Group has a 52-week low of GBX 141.70 and a 52-week high of GBX 222.165. The stock has a 50-day moving average of GBX 186.5 and a 200-day moving average of GBX 175.6. The company's market cap is £974.3 million.
A number of other firms have also recently commented on MONY. Analysts at Credit Suisse reiterated an "outperform" rating on shares of Moneysupermarket.com Group in a research note to investors on Tuesday, January 14th. They now have a GBX 245 ($4.04) price target on the stock. Separately, analysts at Numis Securities Ltd reiterated a "reduce" rating on shares of Moneysupermarket.com Group in a research note to investors on Tuesday, January 14th. They now have a GBX 150 ($2.47) price target on the stock. Finally, analysts at Investec raised their price target on shares of Moneysupermarket.com Group from GBX 215 ($3.54) to GBX 218 ($3.59) in a research note to investors on Tuesday, January 14th. They now have a "buy" rating on the stock. One research analyst has rated the stock with a sell rating, four have given a hold rating and eight have assigned a buy rating to the stock. The stock has a consensus rating of "Buy" and an average price target of GBX 206.33 ($3.40).
Moneysupermarket.com Group PLC is a holding company engaged in business to financial, insurance, travel, home services and other product or service providers through its Websites.

[salpara111] 20/1/2014 12:37

Out today at 196, momentum has been lost.
I do still rate them highly and would look to re-enter if it drops back to the 180 region again.

[isis] 17/1/2014 13:55

www.thedrum.com/news/2014/01/17/moneysupermarket-brings-confusedcoms-head-content-and-pr-sharon-flaherty

Moneysupermarket brings in Confused.com's head of content and PR Sharon Flaherty

Moneysupermarket (MSM) has poached the head of content and PR from rival price comparison site Confused.com, Sharon Flaherty, to take on the role of group head of PR and Social Media.

Flaherty, who has spent the last four-and-a-half years at Confused.com, was responsible for leading and developing the consumer facing marketing communication channels, including content marketing, PR, social media, search activity.

In her new role, which she took up this week, Flaherty will work across both Moneysupermarket.com and its travel brand Travelsupermarket.com, where she will develop a heavier digital outlook for its communications activity.

Speaking to The Drum, Flaherty explained that working on the travel brand was a particular incentive for her move.

"MSM is a household brand that genuinely believes in saving people money and getting people good deals. This desire is so visible throughout the whole company and that self-belief is refreshing. It really wants to champion the consumer and fight for them and that was a real attraction."

Of Travelsupermarket.com, she explained that the brand had a great deal of potential and it could be "a lot of fun" attempting to make it front of mind with consumers.

"I think there is so much that can be done here with digital PR and social to build the travel brand and I'm really excited about doing more daring things with TSM communications to help make it the go to travel brand," she continued.

"I'll be looking to bring a digital approach and way of thinking to the marketing department. I want to ensure we are maximising every communication channel we have available to us to reach our customers and those who are yet to be our customers to connect with them better.

"Building diversified communications strategies around brands is crucial for retention but also for finding ways to become less reliant on Google."

Meanwhile, it has been reported that MoneySupermarket's chief marketing officer, Kenny Jacobs is to leave after a year in the role.

Earlier this week, Moneysupermarket.com revealed that it expected to see an increase in revenue by 10 per cent to £225.5m when it releases its full year figures for 2013 on 4 March, with adjusted EBITDA expected to have grown by 26 per cent to £84m.

[isis] 15/1/2014 17:11

I think they need better Broker coverage allround, Jeffries has pointed this out and has target price of 250p

Do they not want their stock to go up??

Also they are a Cash Cow.

[salpara111] 15/1/2014 17:07

I still find it odd that none of the analysts seem to mention the star in the room...Moneysavingexpert. The purchase of that site has proven to be a real success for them and is the reason why I doubled up my holding when the share price inexplicably declined to about 145p late last year.

[isis] 15/1/2014 10:16

15 Jan 2014 Moneysupermarket.... MONY Credit Suisse Outperform 198.75 196.60 245.00 245.00 Reiterates

[isis] 14/1/2014 15:00

Energy switching trebles at Moneysupermarket.com
Price comparison website expects 10pc increase in annual revenues due to 'helping householders beat autumn energy price hikes'
Electricity meter
The rise in energy switching was the main factor behind higher revenues Photo: ALAMY
By James Titcomb11:57AM GMT 14 Jan 2014 Comments1 Comment
Across-the-board price rises from Britain's energy giants led to a huge rise in switching providers, according to the price comparison website Moneysupermarket.com
The company said revenues from energy switching in the October to December quarter were almost 200pc up on the previous year, as more households looked for cheaper deals.
It follows price hikes from all of the "big six" energy providers in the final months of 2013. Politicians have urged consumers to compare rates in order to get cheaper deals, which has evidently paid off for Moneysupermarket, which also owns Martin Lewis's MoneySavingExpert.
"MoneySuperarket had a strong second half thanks chiefly to our ability to help UK householders beat the autumn energy price hikes with both MoneySupermarket and MoneySavingExpert helping more people switch their energy supplier than ever before," said the company's chief executive Peter Plumb.
He added that revenues from travel comparison and broadband and phone line switching had also been ahead of last year.

The company expects full-year revenues of around £225.5m, a 10pc rise on last year, with earnings before interest, tax, depreciation and amortisation up 26pc.

[isis] 14/1/2014 09:27

26% in EBITDA makes these still look good value.

Crazy most shares would have shot up!!

[salpara111] 14/1/2014 09:25

Solid statement with very strong rise in EBITDA but not much of a reaction from the market.
I am well ahead having acquired at 180 and 145 so now must decide whether to take my money off the table or see if there is more upside.