Moneysupermarket.com Share Discussion Threads

[growthpotential] 07/2/2020 18:28

Disagree, people will always be switching, it's a secular growth story

[growthpotential] 17/1/2020 20:06

nice rally today

[deadly] 13/1/2020 09:09

One of the few stocks to have fallen over the last 2 months while many have risen sharply.
No significant reason for it in this case either.

[10ak] 17/10/2019 22:22

Not sure the results warranted a fall. Seems a good opportunity to top up and expect to see it back in the 370-380 range.

[judyelliot] 17/10/2019 16:32

Why no more recent contributions, especially seeing big price fall on 17 Oct 19?

[1hopefultrader] 13/8/2019 14:40

will buy soon

[sabyro] 07/8/2019 15:50

Energy switching was only down 8.6% in June and with the energy cap announcement today (effective from 1st October) I suspect activity will still be high through Q4. It's a 6% cut when customers can still save 25% by shopping around. MSM don't need to worry imo. Overly sensitive market with everything else going on atm. The majority of MSM revenue still comes from car insurance, home insurance, credit cards and loans anyway.

[allonblack] 28/7/2019 17:47

The company has made a bit of a hash at explaining whats happening imo. I would forget the quarterly gyrations of Home. As I see it underlying revenues of 320.5 in 2018 will grow with the market at 6pc to 340 then add in 47m of other thats 387 vs consensus at 389. No big dramas.The real message should have been that ex cash backs in h2 the margin will be 38pc (1pc point lower than 2017 at 39pc). Thats where the confidence in meeting consensus comes from.That means eps will be 19 in 2019 and 20.5 in 2020. 6pc rev growth and 38pc margin should be on 20-22x or 450 in todays money.Why we got the mumble swerve on Home Service volatility I dont know but 360p is a steal.

[sabyro] 27/7/2019 11:51

Yes saw the £75k dir buy. Think the market has overreacted a little with the H2 home services warning. Good time to step in I think as expect some recovery from here.

[allonblack] 26/7/2019 08:07

New Chairman who by all accounts is very sensible was happy to buy £75k a few days ago.

[qvg] 25/7/2019 16:11

Yes, i also bought today. good long term compounder

[allonblack] 25/7/2019 15:42

Buying here today. Still worth 500p in my book. Gocompare cant get their act together either. Analysts also getting a little cute with conservative guidance too.

[tudes100] 18/7/2019 23:47

Most of growth coming from Home Services about which they then said "Looking ahead, we anticipate the second half to be challenging in this vertical due to the expected decrease in the energy price cap and strong prior year performance."

[undervaluedassets] 18/7/2019 13:51

anyone got a handle on the slide today.

results seemed fine .. infact better than fine .. they looked good

[sabyro] 17/7/2019 13:09

I suspect partly because GOCO uses third-parties to power their comparison journeys e.g. Energylinx powers their energy switching service whereas at MONY this is all in-house meaning they own the tech and IP rather than having to split revenues with someone else being involved. These agreements usually operate on a revenue share basis where, for example, 10% of revenues might be passed out externally. Seems a low % but against the revenues these guys can achieve it stacks up. Essentially, this mean GOGO operates more like a marketing department pushing traffic but that third-parties then fulfil the user journey from there on.

[moneypenny2018] 06/3/2019 17:42

Can you Money investors pls explain why Money trades at a much higher multiple vs GOCO? Thoughts appreciated.

[firtashia] 14/2/2019 11:20

Not sure the volumes are there yet to indicate a sustainable breakout is likely, would be wanting to see consistent 2m+ volumes as per Q4 in order to persuade me to add. But happy to hold and enjoy the ride with my current holding and picking up the divi in the meantime.
free stock charts from uk.advfn.com

[allonblack] 14/2/2019 09:29

This business has changed very nicely. If you have signed up for the app you can see whats happening. They now have a very stable customer relationship platform. Revs per customer going to accelerate and margins widen. Ad spend will fall over time. Remortgaging fee pool is 500m so should get a big chunk of that. Should be 30x as bottom of premium and energy price cycle with cross sell increasing and margins widening going forward.

[thelongandtheshortandthetall] 14/2/2019 08:16

Think MONY will have a pretty good. Looks like stake building from late Dec too.

[shiv1986] 14/2/2019 08:09

Has anyone seen the poll on ADVFN Twitter about MONY?

[lurker] 16/8/2018 10:47

Amazon announcing today that they are going into competition here...price dropped as news obviously leaked