Moneysupermarket.com Share Discussion Threads

[allonblack] 23/2/2021 12:32

3pc income for two months seems pretty attractive to me. Especially as the stock is heading to 350p.

[energeticbacker] 22/2/2021 09:42

Investor's Champion comments: We're impressed by what we've heard so far from Mr Duffy. Although Moneysupermarket's dividend doesn't look quite as safe as in the past, we expect a solid post-Covid recovery and are reassured by the group's strong financial position. Moneysupermarket maintains its position in the Investor's Champion Income Boosters portfolio.

[chrisb1103] 18/2/2021 16:48

Pity it didn't hold onto the high but a nice move up today! :-)

[allonblack] 18/2/2021 09:08

Just watched the preso. The new ceo is much more articulate and seems to have done exactly the right first moves. Moving the much slicker but lower margin b2b tech into the higher margin b2c space could mean 350p can easily become 400p if he gets it right imo.

[our haven] 18/2/2021 08:25

Great results and you could be right

[allonblack] 18/2/2021 07:27

Can still do 15p this year and will be 350p before end of the year imo

[suetballs] 17/2/2021 19:02

Final results tomorrow - hopefully not too bad! Suet

[allonblack] 25/1/2021 09:16

Next stop 300p. Motor insurance rates starting to recover, high ltv mortgages being reintroduced and a divi yield of 4pc.

[craggle01] 01/1/2021 11:09

Hi @appollocreed1, how are you calculating the FCF Yield as i'm looking at the metrics on stockopedia and they say the P/FCF = 15.4 (based on 16.4p PS of FCF) which I make as a 6.6% FCF yield (note all these figures are for the Trailing 12 months)

[apollocreed1] 29/12/2020 23:07

I had the same idea myself when I heard the news about confused.com However, Moneysupermarket is much bigger than Confused so I think less likely to be a takeover target -but at the current price it's still good value.

[suetballs] 29/12/2020 11:48

goco and Admiral gone - are we next? Suet

[suetballs] 14/12/2020 14:26

Maybe £2.50 is around the bottom. Hope so. Suet

[apollocreed1] 08/12/2020 01:35

@allonblack- ROCE is one of the highest in the market-roughly 40% every year. Free cash flow yield is only about 2% so the shares aren't cheap on that measure, but I can see the vaccine effect increasing business for MONY in all areas.

[allonblack] 07/12/2020 14:17

Bought in here this morning. Cant believe how cheap it has become. Mortgage products coming back on to the market, car insurance premiums going up and i see b gas are offering free insurance worth 150 quid on top of cheaper energy prices. 350p easy.

[suetballs] 25/11/2020 09:13

Looks like we could do with a buyer too! Suet

[its the oxman] 25/11/2020 08:45

Bid for GOCO might help sentiment if nothing else. Suspect this will see 325p again as things eg travel insurance recovers.

[suetballs] 16/11/2020 10:46

Just checked my entry price which was £3.25 - some time ago. Suet

[suetballs] 16/11/2020 10:35

tbh I thought this would do very well during covid. Proved wrong but I'm still holding. Not on my selling list but then again I shan't be buying anymore. Basically I haven't got a clue! Suet

[its the oxman] 15/11/2020 13:34

Any holders got a view on this, no great bounce back yet at 260p

[energeticbacker] 23/10/2020 14:52

The latest round of quarterly updates from Investor’s Champion’s income stocks suggests that they've hunkered down and are well positioned to benefit when the economy starts to recover. #igg #mndi #mony #pson

[adamb1978] 17/8/2020 14:11

Sold my MONY position this morning after reflecting on my portfolio over the weekend. Main reason was simply that with this year being a weaker year than last year, and the price implying a PE of say 22x, before dropping to a more normal level for MONY of say 16x-17x next year, I felt that there is more short-term downside and possibly limited upside over the next 6-12 months. I (luckily, rather than skillfully) managed to get in almost right at the March bottom so happy to tuck my c.30% gain away and move on. Will keep on the radar for a re-entry point if it gets hit in any market fluctuations. Adam

[glenowen] 31/7/2020 10:26

Investors Chronicle recommends “Buy” in today’s issue. While referring to short term pressures related to lockdown, it concludes “long-term growth is supported by launch of new services”.

[deadly] 28/7/2020 10:58

Decent results today, market likes it. Dividend held, cash flowing.