Moneysupermarket.com Share Discussion Threads

[isis] 11/7/2013 16:49

I haven't seen anything from Google to take on Moneysupermarket. They were saying the same about Tesco but that has also died a death.

These are great for Dividends and there is always a possible bid in the wings - perhaps from someone like Google! ;-))

[funkmasterp12] 11/7/2013 16:43

Two broker Buys today, one Hold and one Sell. No changes to target prices across any of them.

I see Numis are still being overly belligerent about the so-called threat from Google. I really don't buy into their analysis of this at all - yes, Google could potentially be a threat IF they launched their own service and IF natural search is a prolonged issue but to jump on every RNS re-iterating Sell throwing out the same old Google warning is just jungle drumming IMO.

They'll have to wake up eventually - it's been yonks since they started banging on about it and absolutely nothing has materialized.

[funkmasterp12] 11/7/2013 07:58

Also if you search "compare car insurance" on Google, Moneysupermarket is the first natural result - so it looks as if the issue in the t/s is being swiftly resolved.

[funkmasterp12] 11/7/2013 07:47

EBITDA up another 30%, nice!Should see more earnings upgrades on this today.

[isis] 09/7/2013 13:21

Sweet.

In pre divi :-))

[funkmasterp12] 09/7/2013 13:11

Investec note out today with an improved target price of 225p, reiterating 'Buy'.

Nice.

[funkmasterp12] 09/7/2013 08:48

195p should hold as support now. HY results end of the month - last IMS suggests c. 10% yoy growth which should see us drive further. If we can get back into the 200-210 range by this point, that would be lovely.

[isis] 03/7/2013 13:22

lots of silly trades from the Bot programmes by the looks of it.

Not sure what they are trying to do.

[isis] 01/7/2013 11:59

Looks like the AT players are in this now - perhaps as a result of the placing??

They really aren't representative of the market and do as they please.

Let's hope they get a smack as in Ocado. ;-))

[funkmasterp12] 27/6/2013 17:02

Well, if we get another blue day tomorrow the 195p support should be in play!

Results due end of July, historically we've had a good run up to the results here so I'm still bullish on 215p by Results time. Should be another interim divi to come there too.

[isis] 27/6/2013 15:27

you're so Moneysupermarket!

Nice rise in FTSE though. ;-))

[isis] 27/6/2013 13:08

Bought 10k pre divi - so happy so far. :-))

Always a possible bid in the Wings too. Others have tried to crack the market, including Tesco but just don't cut it. ;-))

[funkmasterp12] 27/6/2013 13:04

Been a fair bit of activity here with special dividends, director buys/sells, trading statements etc. We're in a 180p-210p trading range but 13p of that was the divi, so once we're back at 195p ish we should find longer term support.

As long as the current FTSE trend holds, we should be back to min. 195p very soon.

[isis] 27/6/2013 12:36

Seem to be creeping up very slooooooooooowly...........

[funkmasterp12] 24/6/2013 07:34

Sorry, interims in July.

[funkmasterp12] 24/6/2013 07:33

I don't personally think so. There's been a special divi payment which has taken the price down 13p but also this has a tendency to follow the FTSE, albeit not as severely. As soon as the FTSE turns - which I believe is imminent - we'll be back up to c. 195-200p levels, going to 215p before the interims in Sept.

[pillion] 21/6/2013 21:55

This looks an interesting story; thinking of investing

Just a tad cautious - is that a double top forming ?

[funkmasterp12] 21/6/2013 19:18

Two 1m+ trades reported after the close - one a 1.6m shares buy @ 188. Could be some good news ahead.

[funkmasterp12] 21/6/2013 15:17

It's mirroring the wider market decline but so is every share at the moment, so not a lot you can do other than add on dips etc. This drop looks pretty severe considering the price was raised this morning off the back of the RNS - tree shake maybe?

[peterwybrow] 21/6/2013 14:48

whats happening here?

[funkmasterp12] 21/6/2013 09:44

Two bits of good news today - new board member, but also a broker upgrade from Westhouse who have raised to 'Add', only two weeks after reducing to Neutral. That's a pretty quick U-turn!

[yvonne] 14/6/2013 07:54

you had to have owned the shares before the market opened on the 12th to get the dividend thats why it dropped on that day.

[funkmasterp12] 12/6/2013 10:49

Credit Suisse note out today reiterating Buy and a 226p target.

[funkmasterp12] 12/6/2013 10:42

I don't think so, the record date was given as the 14th but I'm pretty sure you can't buy now as the ex-div is today and surely that's just free money essentially?

If you can then I'll pile in for more immediately!!! But I don't think so.

[dagymclovin] 12/6/2013 10:34

Can u still qualify for the ex. Divd, if you buy and hold today?