Moneysupermarket.com Share Discussion Threads

[isis] 15/4/2015 14:53

This is why the Google threat is a non-runner on comparison sites and allsorts - just won't happen:-

[isis] 25/3/2015 10:59

Perhaps he got a better offer for his entire stake? wink, wink. ;-))

[isis] 25/3/2015 10:22

I think he holds around 16.5% so that would have left him with 10%

I don't suppose we'll find out why it was pulled, anyway they've recovered a bit.

[seernb] 25/3/2015 09:47

I'd like to make the following announcement, dated 25/03/2015. I intend to cover half of my short, being .0000000000....6% of the shares in issue. Etxcapital will be bookrunner for the transaction.

NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN, INTO OR FROM THE UNITED STATES, CANADA, AUSTRALIA, JAPAN OR ANY OTHER JURISDICTION WHERE TO DO SO WOULD CONSTITUTE A VIOLATION OF THE RELEVANT LAWS OF THAT JURISDICTION


P.S I've changed my mind. :)

[deadly] 25/3/2015 09:30

I've bought back in on that drop.
Goes XD tomorrow for 5.69p too.

[isis] 25/3/2015 09:06

A bit odd that as it wasn't an enormous stake in the scheme of things.

Didn't the share price much good either.

[deadly] 25/3/2015 08:35

why the 8% drop when the director decides not to sell shares?

Perhaps they think he'll try to sell them somehow.

[isis] 19/3/2015 14:43

Moneysupermarket.Com Group PLC Price Target Increased to GBX 300 by Analysts at Credit Suisse (MONY)
Posted by Hasmir Abdula on Mar 19th, 2015 // No Comments
Share on StockTwits
Moneysupermarket.Com Group PLC logoMoneysupermarket.Com Group PLC (LON:MONY) had its target price boosted by Credit Suisse from GBX 245 ($3.61) to GBX 300 ($4.43) in a report issued on Thursday. They currently have an outperform rating on the stock.

[gargleblaster] 12/3/2015 21:48

No, no, no Billy - this is a long-termer paying good divi's!

[billy_liar] 12/3/2015 14:13

High enough for me so have sold. May buy back if any significant weakness shown.

[isis] 05/3/2015 15:29

Games with the Hedge Funds as with most stocks.

Weekly Research Analysts’ Ratings Changes for Moneysupermarket.Com Group PLC (MONY)

Posted on March 5, 2015 by Jamal Genner in Analyst Articles - Company Sum, Investing

Moneysupermarket.Com Group PLC logoMoneysupermarket.Com Group PLC (LON: MONY) recently received a number of ratings updates from brokerages and research firms:

3/3/2015 – Moneysupermarket.Com Group PLC had its “buy” rating reaffirmed by analysts at Investec. They now have a GBX 280 ($4.31) price target on the stock, up previously from GBX 270 ($4.16).

[salpara111] 05/3/2015 15:15

Clearly I was a little trigger happy!
I still struggle to understand the recent price action.

[isis] 05/3/2015 09:29

Most of the fall regained now.

[isis] 04/3/2015 17:31

NUMIS have always had a sell on these but have upped the target. They highlight competition from Google but that could be seen as a conflict of interest given their supremacy of being the largest search engine.
Companies have to pay to be first in the queue and it wouldn't be right to have Google selling it's own wares at the top - in fact it would be downright out of order imo.

[salpara111] 04/3/2015 16:25

Well that is me out, got 257 for my remaining today.
I still think this is a good business but I have a couple of other targets lined up which I think are better prospects for the next 6 months.

[isis] 04/3/2015 14:22

Well as I have been saying the HFT's have total control over this and many other stocks.

It is something I have learnt to live with but it has made trading a lot more tedious - so now I take a view and stake with it if the fundamentals are right.

Moneysupermarket.com Group PLC preliminary results
for the year ended 31 December 2014


It was a year of strong growth and investment in technology to benefit consumers and position the business for long-term growth.

Financial highlights
2014
2013
Change
Group revenue
£248.1m
£225.6m
10%
Adjusted EBITDA
£95.2m
£84.0m
13%
Statutory profit after tax
£52.8m
£34.7m
52%
Adjusted EPS
12.3p
10.8p
14%
Net cash/(net debt)
£13.1m
(£21.1m)
n/a
Final dividend for the year
5.69p
5.12p
11%
Ordinary dividend for the year
8.00p
7.28p
10%


· Insurance and Money revenues up 8% and 13% respectively
· TravelSupermarket.com revenues up 28% benefiting from ongoing investment in technology
· MoneySavingExpert.com revenues up 17% including further success of the Cheap Energy Club
· Capital investment of £16.1m in technology, part of a three-year investment programme

Peter Plumb, Moneysupermarket.com Group Chief Executive Officer, said:

"Our three well-trusted brands helped more than 40 million users make the most of their money in 2014. We invested over £16 million in our websites and systems and will do the same in 2015 to ensure we lead the market as the easiest and best way for families to save money on their household bills. Following 10% revenue growth in 2014, the group has started the year well and is on track to save more families more money than ever before."

[salpara111] 04/3/2015 14:12

I've owned and traded stocks for quite some time but have never seen such price action on a big FTSE 250 stock over two days.
why the huge drop yesterday on an "in line" statement and then most of it reversing the next day?
I am genuinely curious as to what happened here for future reference.

[isis] 04/3/2015 10:42

No he would have them placed rather than sell in drips to the market.

I don't think many trade this - the trades are nearly always AT's and lots of small ones so it looks like the HFT's play with this one.

The results were pretty good.

[ih_480609] 03/3/2015 16:09

The founder could be selling his stake.

[salpara111] 03/3/2015 11:39

Interesting that an "in line" set of results is being treated like a profits warning now!
Clearly sentiment is now against them and I guess that means I will be selling the remainder of my holding, hopefully somewhere around the 255 level.
As I mentioned before it is all about sentiment not about what I think is under/over priced!

[salpara111] 03/3/2015 10:00

They usually quote pbt so it is lower than that target but is in line with what they set as their own target so I guess it depends on where you are coming from.
I actually had a change of heart and sold half of mine at 9am and given the recent drop I am happy to have done so.
Not sure what I will do with the other half!

[gohil18] 03/3/2015 09:37

PBT looks below forecasts? Digital Look have down £79.2m for 2014, but MONY reported only £52.8m i.e. £26.4m lower than expected. Could this be hampering the progress this morning?

[salpara111] 03/3/2015 08:12

Solid results with operating profit at £63.8M and double digit increase in divi and big swing from negative net cash to positive cash of over £34M emphasising the cash generating nature of the business.
I will continue to hold.

[adelwire2] 27/2/2015 17:10

oooh why the rise?

[isis] 04/2/2015 21:50

One word - OCADO.