Goco Share Discussion Threads

[mallorca 9] 21/3/2019 10:12

I've just added here.

[discodave4] 20/3/2019 13:12

Peel Hunt reiterates Buy and tp 110.

[wllmherk] 15/3/2019 23:28

Thanks gentlemen, charts are a welcome addition. I won't get the bulk of my dividend income until the end of May. If these remain in the 65p-75p range I intend to put the cash to work in GOCO.

wllm

[solarno lopez] 15/3/2019 09:44

and thank you

[cwa1] 15/3/2019 09:42

Excellent, many thanks Masurenguy and to john for facilitating it!

[solarno lopez] 15/3/2019 08:48

Now we have two !

[johnrxx99] 15/3/2019 08:47

Seems to have worked - thanks Mas

[solarno lopez] 15/3/2019 08:18

Here is the new thread with charts and news

[solarno lopez] 15/3/2019 08:18

!FOLLOWFEED

[cwa1] 15/3/2019 08:16

Simple johnrxx99, message thread owner and kindly ask him to add them, it is really easy to do. Or start a new thread yourself and ask us all to migrate there :-)

[johnrxx99] 15/3/2019 06:48

Shame there is no ADVFN addons on this thread - graphs and stuff.

[maximus57] 14/3/2019 17:03

Would appear that Sir Peter is the only one that fancies it going forward

[discodave4] 07/3/2019 21:56

Direct Line's credibility will be shot IMO if they set up a comparison site, their marketing is based on not being included on comparison sites but beating any price - so what's the point? (Can't read article so may have it wrong, either way it's not ab issue for GOCO).

[moneypenny2018] 07/3/2019 14:19

Wasn't that company set up by the same guy that just bought 17m shares here? :)

I would expect him to know a few things more then us. Also why all the interest in the sector? We fist heard rumours about Amazon now Direct Line... What is happening? Either the sector is hot and others see potential (since they are considering entering) or this is an indication of future consolidation...

[lucicavi] 07/3/2019 13:43

hxxps://www.postonline.co.uk/personal/4058121/direct-line-to-target-price-comparison-sites-with-darwin-launch

[moneypenny2018] 07/3/2019 11:15

They are trying to get some sneaky buys now that market is struggling a bit. What was that 300k transaction a buy or a sell?

Have posted over at the Money board and asked why do they think Money should be trading at such a high multiple vs GOCO... I have not received an answer yet which just reinforces my view on this.

Regarding market, the pullback is very healthy and I expect the market to bounce back hard either later today (US trading) or tomorrow

^all above are personal thoughts/view

[discodave4] 06/3/2019 23:17

Another 1.5p and I will be in profit!....about time.Let's hope it doesn't drift back.

[moneypenny2018] 06/3/2019 16:20

hahah nice one. Its called research... Bond always gets me into trouble so I don't listen to him...

Always take posts on these boards with a pinch of salt and always do your research. I said I hope... If the chairman's purchases haven't caught the markets attention to look value/reprice this then I don't know what else will. Brokers have >110 price target with exception of Liberium, who have a 75 price target but there they are probably doing an EPS multiple valuation. Citi uses a DCF for Moneysupermarket, I do not see why a DCF shouldn't be used for this...

[maximus57] 06/3/2019 15:56

Moneypenny where you getting this confidence from? Wouldnt be Bond by any chance:)

[moneypenny2018] 06/3/2019 14:42

I hope there is another holding RNS update this pm. Volume has increased which is good and now we just wait for the market to reprice this.

[maximus57] 06/3/2019 14:26

Doesn't seem that long ago you mentioned that. I'll take a guess at breaking 80 :)

[moneypenny2018] 06/3/2019 12:48

Lets see if 77 is an obstacle this time :)

[moneypenny2018] 06/3/2019 12:06

That makes no sense. Why would they buy in if they just sold? Tax reasons?

[millennial] 06/3/2019 11:36

Bet Tosca are trying to buy in, this is on way too 110p

[moneypenny2018] 06/3/2019 09:54

Why would you sell at these prices? IMHO this has much more to run. I think all these rumours about amazon building their own price comparison just sounds like a bunch of b.s. If anything they have more than enough money to buy Money, Goco or whomever they want and achieve scale quickly or consolidate the sector. Would be good to see some other long term investors, along with Kayne, building stakes so hopefully we see RNS soon. Or Sir Peter just takes this private with PE backing and then happy days. Either way personally I see more upside vs the downside risk of the lows we established. So good luck longs and have faith on insurance veterans who put their money were their mouth is...