Moneysupermarket.com Share Discussion Threads

[dandadandan] 18/3/2014 08:27

He sold them at £1.85 making a nice $$m profit.

It looks like it will be going North soon.

Be careful IMO.

[isis] 17/3/2014 17:22

Another 10% placing from Nixon - leaves him with around 19% I think.

[isis] 13/3/2014 13:18

Moneysupermarket.Com Group PLC PT Raised to GBX 217 (MONY)
Posted by Wayne Rhoads on Mar 13th, 2014 // No Comments

Moneysupermarket.Com Group PLC logoEquities researchers at JPMorgan Chase & Co. hoisted their price objective on shares of Moneysupermarket.Com Group PLC (LON:MONY) from GBX 211 ($3.53) to GBX 217 ($3.63) in a research report issued on Thursday, AnalystRatings.NET reports. The firm currently has an "overweight" rating on the stock. JPMorgan Chase & Co.'s price objective would indicate a potential upside of 11.40% from the stock's previous close.

[isis] 04/3/2014 15:37

Moneysupermarket.com Group (LON:MONY)'s stock had its "buy" rating restated by equities researchers at Jefferies Group in a research report issued on Tuesday, American Banking and Market News reports. They currently have a GBX 248 ($4.15) target price on the stock. Jefferies Group's target price would suggest a potential upside of 37.11% from the stock's previous close.

[isis] 04/3/2014 12:34

4 Mar 2014 Moneysupermarket.... MONY Credit Suisse Outperform 186.00 180.00 245.00 245.00 Reiterates

[fugwit] 04/3/2014 11:12

I think the multiple is about right at the moment, there is no doubt that Mony is a terrific business but core group growth has slowed even with the addition of MSE, fortunately the business verticals are better diversified these days and energy has been able to take up the slack.

Marketing spend is due to increase 10% to nigh on £100m next year. Capex is going to double to circa £14-15m next year as well. These are not insignificant numbers. So with expected revenue of £238m for 2014 an increase of £13m versus extra costs of circa £24million performance may not be as rosy as many are expecting. Group margins are already under some pressure and 2014 figures are unlikely to help. On this basis I would not be surprised to see a decline in the share price over the shorter to medium term which would suit me fine as I still prefer cheap stock.

Just my current thoughts.

[salpara111] 04/3/2014 10:08

The reason I stayed in and still believe that the current rating is somewhat miserly is due to how well the MSE acquisition was going.
They throw off cash and pay a solid divi.....whats not to like!

[isis] 04/3/2014 09:59

They're making more out of MSE than I expected.

I wish they would buy something else.

[isis] 04/3/2014 09:29

That's very low still.

Profits soon cover that.

[fugwit] 04/3/2014 09:14

Not so isis, they have debt of £21.1m.

[isis] 04/3/2014 07:51

The dividend payout still leaves them with plenty of cash.

[masurenguy] 04/3/2014 07:50

Moneysupermarket.com Group PLC preliminary results for the year ended 31 December 2013

Strong trading results; Final dividend increased by 30%

Moneysupermarket.com Group PLC ("MoneySuperMarket.com" or the "Company"), the UK's leading price comparison website, is pleased to announce its preliminary results for the 12 months to 31 December 2013.

Financial highlights
2013
2012
Change

Revenue
£225.6m
£204.8m
10%

Adjusted EBITDA
£84.0m
£66.5m
26%

Statutory profit after tax
£34.7m
£24.8m
40%

(Net debt)/cash balance
(£21.1m)
£18.7m
n/a

Final dividend for the year
5.12p
3.94p
30%

Ordinary dividend for the year
7.28p
5.74p
27%

Special dividend
12.92p
-
-

Financial highlights

· Revenue increased by 10% to £225.6m (2012: £204.8m);

· Gross margin increased to 77.8% (2012: 74.1%);

· Adjusted EBITDA increased by 26% to £84.0m (2012: £66.5m);

o Adjusted EBITDA margins increased by 5 percentage points to 37%;

· MoneySavingExpert.com continues to trade well, generating £13.3m EBITDA (2012: £2.8m);

· Excellent cash conversion at 105% of adjusted EBITDA;

· Net debt of £21.1m (2012: net cash £18.6m) reflecting the payment of a £70m special dividend to shareholders during the year;

· Ordinary dividend for the year increased by 27% to 7.28p per share;

o Final dividend increased 30% to 5.12p per share (2012: 3.94p per share).

Operational highlights

· Market leading position maintained in competitive market place

· MoneySavingExpert.com delivered strong trading results in first full year of ownership

· Clear benefits of diversified business

o Growth in Energy and Travel revenues offset the impact of Funding for Lending upon the Money vertical and a slowing Insurance business in the second half of the year.

Outlook

Group trading in the first two months of the year has been satisfactory. Revenues are mid single digit ahead of the same period last year. Trading within the Group has been largely consistent with the trends seen in the fourth quarter of 2013 with strong growth in TravelSupermarket.com and MoneySavingExpert.com, offset by Home Services, where growth rates have slowed. Further investment in our core sites and marketing, and a positive outlook on natural search with Google, give the Board confidence in the outlook for the full year.

Peter Plumb, MoneySuperMarket.com Chief Executive Officer, said: "We invested across the business last year and it paid off nicely with higher revenues, profits up 26%, and a dividend that was tripled as we returned over £100m to shareholders. We won't stand still - we'll build on our innovation in 2013 by doubling our capital investment for 2014, and bringing market leading services in Travel and Insurance to customers' mobiles and desktops. Our goal is to save more people more money in 2014, and we're on course to deliver that."

[strongbuy] 04/3/2014 07:37

interesting name, thanks for the update

[isis] 04/3/2014 07:33

Never heard of them, but you need quite alot of money to compete as advertising costs around £50m+ a year.

Then there's all the staff etc.

They don't even have a website yet!

[strongbuy] 04/3/2014 07:22

New competitor on the block, rumour that www.itcouldbecheaper.com is about to cause a frenzy similar to Lastminute.com

I'm trying to get info, anyone heard of this?

[bulltradept] 04/3/2014 07:21

Not sure the wording was as bullish as it could have been?

[isis] 04/3/2014 07:15

Strong results - Div up 30%

Currently yield around 4.5% at current price.

[isis] 28/2/2014 20:53

Moneysupermarket.com Group Receives Average Rating of "Buy" from Brokerages (LON:MONY)
Posted by Shane Hupp on Feb 28th, 2014 // No Comments

Moneysupermarket.com Group logoMoneysupermarket.com Group (LON:MONY) has earned a consensus recommendation of "Buy" from the thirteen brokerages that are currently covering the stock, American Banking News.com reports. One equities research analyst has rated the stock with a sell rating, three have issued a hold rating and nine have given a buy rating to the company. The average 12-month price target among brokerages that have updated their coverage on the stock in the last year is GBX 207.25 ($3.45).
A number of research firms have recently commented on MONY. Analysts at Westhouse Securities reiterated a "buy" rating on shares of Moneysupermarket.com Group in a research note on Wednesday, February 19th. They now have a GBX 220 ($3.66) price target on the stock. Finally, analysts at Citigroup Inc. reiterated a "buy" rating on shares of Moneysupermarket.com Group in a research note on Monday, January 27th. They now have a GBX 220 ($3.66) price target on the stock.
Moneysupermarket.com Group (LON:MONY) traded up 2.19% during mid-day trading on Friday, hitting GBX 187.00. 672,174 shares of the company's stock traded hands. Moneysupermarket.com Group has a one year low of GBX 141.70 and a one year high of GBX 222.165. The stock's 50-day moving average is GBX 182.7 and its 200-day moving average is GBX 171.8. The company's market cap is £1.009 billion.
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.

[isis] 25/2/2014 09:47

Stats look good lately - hoping for a good update/results next week.

www.alexa.com/siteinfo/moneysupermarket.com#trafficstats

[billy_liar] 21/2/2014 12:05

Some interesting trades today. Seems like it is due for another leg up.

[saint or sinner?] 14/2/2014 13:27

Added another 4000. Seemed rude not to at this price.

0 ;-D

Saint

[isis] 13/2/2014 16:50

629 trades nearly 100% AT's.

The anecdotal evidence on Alexa shows they are getting the hits.

[masurenguy] 13/2/2014 16:32

Added @172.5p today.