Moneysupermarket.com Share Discussion Threads

[funkmasterp12] 11/6/2013 21:59

So from what I can tell, the HR Director (Alan Cairns) and the Company Secretary (Darren Drabble) and their significant others (I guess?) have sold some shares.

The RNS at 15:22 says that Sally James (Simon Nixon's replacement) has purchased some shares.

Looks like one (or more) of a) standard director deals, b) more board changes are afoot or c) there could be some more news to come RE how SN's holding is being distributed and/or changes in holdings related to this? Not sure - the RNS re SN's departure talked about 'normalising the company's shareholding structure'. Doesn't discourage me at all personally though - clearly some change at the top but nothing to be too concerned about - the fundamentals remain strong with no signs of change.

[indiestu] 11/6/2013 18:49

Anyone made any sense of the Director deals today?

[funkmasterp12] 11/6/2013 16:45

Hard to make total sense of the RNS's at the moment given SN's departure but it looks like we had news of another Director buy today - 20,000 shares @ 203p.

Ex-div tomorrow (12.96p).

[birdsedgeuk] 08/6/2013 13:44

See traderdiary.co.uk has spotted MONY.See if he goes in

[funkmasterp12] 05/6/2013 11:12

Yes - the special divi will be paid to all shareholders on the register before close 11th June, record date is 14th June. If you hold by the 11th, you'll be entitled to the divi (don't forget the share price will drop c. 13p on the 12th)

The 2nd RNS today re SN's 80m shares is a bit confusing but the 1st RNS does clearly say the divi will be paid to all shareholders.

[scottishfield] 05/6/2013 10:40

Funk , if I buy now (not currently a holder) & hold till after 14th I get the divi, is that correct?

[funkmasterp12] 05/6/2013 07:56

Superb news on the Interim Divi today and an interesting development on the Nixon front. Very interesting!

[funkmasterp12] 17/5/2013 06:32

There's a brilliant double-page spread interview with Peter Plumb in this week's Shares magazine which comes with a whopping Buy recommendation - this might explain in part the strength in recent days. Well worth a trip to your local WhSmith!

[adelwire2] 15/5/2013 19:23

v promising. So what kicked in at 3pm today then...more pl

[funkmasterp12] 14/5/2013 21:02

Ah. Near enough ;) But yes looks good!

[fugwit] 14/5/2013 19:44

ATH was in Oct 2007 at 223.25p. Certainly looks like it is going to be tested though.

[funkmasterp12] 14/5/2013 14:55

Up through the all-time high here! Superb.

[mechanical trader] 26/4/2013 01:58

Moneysupermarket upgraded by Jefferies
24th April 2013, 09:07

Jefferies has upgraded its recommendation on Moneysupermarket [LON:MONY] to 'buy' from 'hold' in a research note to investors today.

The City broker has increased its price target by 65 per cent to 248 pence per share (up from 150 pence).

Earnings per share estimates have been increased to 10.8 pence (from 10.3 pence) for financial year 2013 and to 13.2 pence (from 11.4 pence) for 2014.

Moneysupermarket shares are up by nearly 30 per cent since the beginning of the year.

Broker Forecasts consensus data shows that a massive 80 per cent of brokers now have a 'buy' or equivalent rating on the stock.

At 9:05am: Moneysupermarket share price was up 1.85 pence at 202.35 pence.

[funkmasterp12] 24/4/2013 11:07

Huge upgrade to 'Buy' from Jeffries this morning - target price raised from 150p to 248p!

Great to see consensus improving here. Onwards to 210p and beyond we go.

[funkmasterp12] 19/4/2013 12:17

Back on the up! Resistance is 210p, with the strong IMS we should be heading back there soon.

[birdsedgeuk] 17/4/2013 17:29

Shows www.traderdiary.co.uk was spot on today with MONY

[funkmasterp12] 17/4/2013 14:50

Some good Broker movements today:

Canaccord - Buy, 226p target
N+1 Singer - Buy, 220p target
Westhouse - Add (upgrade), 210p target

[funkmasterp12] 17/4/2013 07:36

Strong results. What really excites me here is the cash these guys are generating - already at 26m compared to 18m in the YE results, that's nearly a 50% increase in 3 months! I would say this clears the way for another special divi in the summer imo, especially with trading comfortably in line and new areas beginning to flourish.Back to 200p and beyond!

[funkmasterp12] 08/4/2013 19:15

Tough day - 2nd support being tested but in a sea of market red, any high beta stock is going to come under pressure. Happy to hold here regardless as the fundamentals remain strong.Also, it looks as if a delayed 500k buy went through at the close, which is very intriguing - that's a £940k buy.. small change for someone!

[stavros28] 21/3/2013 20:01

hi funk still with u on this 1 but all my cash is off the table profit left on.
If u dont take this kind of strategy how can u get a 10 20 or 100 bagger?
Learnt my lesson on next was hold 2ooo @ 1.85 look at them now.

stavros

[funkmasterp12] 20/3/2013 08:01

Ex-div today.

[funkmasterp12] 13/3/2013 11:09

Agree 100% with the above poster - always, always have a stop less set 10%-20% below your purchase price regardless of research or your gut feel. If the price tanks but you're still confident of a win, you can always buy back in but ensure you know the full reason for the decline and that it is definitely reversible.

However you should be fine here. MONY have great growth prospects and is a good example of a 'Zulu' share looking ahead to FY13 and FY14, with potential special dividends to come on top. Broker consensus is still resolute for FY13 and FY14 therefore the long term prospects here seem secure, pending further updates from the company.

The share price has found support at 190p and is moving back up steadily so we should be back at 205-210p resistance levels relatively soon. Given the increase in EBITDA, the re-rated PE and the EPS forecast growth, 220p is my 6 month target here which feels sensible, unless there's a huge FTSE pullback or a -ve statement.

(PS: Don't forget this goes ex-Div on 20th March so we'll see a c. 4p pullback on this date)

[johnthespacer] 12/3/2013 20:57

I wouldnt panic stevietees because even at 180 you should see support

you can have a stop loss planned for say 178p and you should only loose 10% by selling if it falls to there.

on the other hand you will be in for the next rise if your stop is not hit... plan your trades like this and dont fret too much be confident in your research (if you done any) and dont be afraid to cut loosers that go wrong