Moneysupermarket.com Share Discussion Threads

[tole] 19/10/2022 06:22

https://citywire.com/funds-insider/news/expert-view-pearson-hargreaves-lansdown-just-eat-bellway-and-moneysupermarket-com/Moneysupermarket has momentum, says AJ BellComparison site Moneysupermarket (MONY) is benefiting from the cost-of-living crisis as consumers shop around for the best deals, but there are still negatives, says AJ Bell.The group reported revenues were up a third in the three months to the end of September, a greater rate of growth than the 24% revenue gain recorded in the first nine months of its financial year.'The cost-of-living crisis is putting pressure on households to ensure their finances are shipshape and that means shopping around for better deals,' said analyst Russ Mould.'That's music to the ears of Moneysupermarket, which is clearly benefiting from the difficult backdrop as individuals seek better rates on credit cards and other financial products.'However, Mould said it is 'not all perfect' as the energy-switching market has 'effectively shut up shop on a temporary basis' and weaker consumer sentiment has also knocked demand for insurance.Mould said that despite the energy headwinds, he expects sales momentum to 'remain strong... well into 2023'.

[disc0dave45] 18/10/2022 10:28

Mind you they did say the same at H2 in July and the share price gave it all back over the following couple of months - perhaps this time it won't repeat that!.

[disc0dave45] 18/10/2022 08:17

Very decent indeed!

[spud] 18/10/2022 07:34

Decent trading statement this morning.spud

[spud] 11/10/2022 19:59

The Grand Old Duke Of York. spud

[disc0dave45] 11/10/2022 19:33

And mostly given back today!

[deadly] 10/10/2022 18:29

7% rise an an otherwise bad day.

[spud] 26/9/2022 08:45

Directorate Changes - Appointment of Chief Financial Officer & Independent Non-Executive DirectorChief Financial OfficerMoneysupermarket.com Group Plc ("Moneysupermarket") is pleased to announce the appointment of Niall McBride to the Board as Chief Financial Officer, subject to regulatory approval.spud

[unastubbs] 16/8/2022 06:55

buy rec in the telegraph today

[disc0dave45] 22/7/2022 13:13

Hi kmJust a quick question if you don't mind but are you affiliated in some way with wealthoracle?

[km18] 22/7/2022 12:48

Moneysupermarket.com (MONY) posted Interims yesterday. Numbers were solid, revenues up 19% to £193.2m, profit after tax up 20% to £33.7m, basic EPS up 18% to 6.1p. Net debt was up to £69.1m reflecting the addition of Quidco acquisition debt. An interim dividend of 3.1p was maintained. Performance was ahead of expectations, guidance was towards the upper end of market expectations for the year. Meanwhile further progress is being made on strategic delivery with the Group transitioning to a tech-led savings platform and the integration of 2021 acquisitions on track. Valuation is reasonable with forward PE ratio at 15.2x in the top third for the Software & IT Services market. Profitability ratios are high, balance sheet healthy. There is a lot to like. BUY....

...from WealthOracle

[spud] 21/7/2022 08:47

I've always been a sucker for a positive Outlook:Our first half performance was ahead of expectations, with a stronger return to growth in travel insurance and Travel than expected and exceptional trading in Q2 in Money, driven by attractive banking products. Trading dynamics for the rest of the year will be influenced by macro developments in travel and the ongoing transition to a steady state in the car and home insurance markets following the introduction of the FCA General Insurance Pricing regulations. We continue to expect the energy switching market to remain closed this year. On this basis the Board is confident of delivering adjusted EBITDA around the upper end of market expectations for the year.spud

[disc0dave45] 21/7/2022 08:42

Good results and on track.

[disc0dave45] 05/7/2022 10:54

Liberum raises from hold to buy.

[wba1] 17/6/2022 14:41

I recently bought at 172 and am comfortable at that valuation. As an ex UW director I know well that shopping renewals around increases when the economy tanks so I only see increased revenue on that front, especially with the return of travel cover. However I am as interested in what seems to be a very well timed buy of Quidco. If ever an operation was suited to the current problems it is Quidco. Growth in user numbers and more reliable use by users should more than outweigh any reductions in consumer spending. It is easy to assume GoCompare and ComparetheMarket are better operators simply because they have a more easily recognised advertising presence (although MSM have improved of late), but that is only part of the business. MSM are superior in B2B and now with Quidco. There is certainly room for all three and I am happy to take MSM even if it would be nice to have a choice on the LSE.

[disc0dave45] 01/6/2022 11:25

Hi thebutler
No, 45 not my birth year.
Fair points, but Q1 revenue here grew 8% without any income from their “energy” price function. Households will be searching for cheaper credit, insurance, etc etc, and it’s clear that’s growing, IMO focussing purely on energy is missing the opportunity here, but each to his own.
Those “cowboy” energy firms were offering a price that was not sustainable, comparison sites saved customers money even if their choice of price over brand didn’t work longer term they still saved money (SOLR - Supplier of Last Resort, have to provide cheaper tariffs and those more reputable suppliers were then ripping off their new customers - had sweet fa to do with comparison websites!).

[thebutler] 01/6/2022 10:41

Hi disco, (is the 45 the year you was born?). Nah, not buying, just a passing observation really and yes I'm aware you can't buy confused or compare on the Market.

Can't see the re-emergence of the energy market helping things ..... the irony being that many customers who used comparison sites a couple of years ago to get a good fixed rate deal with one of the small companies which went bust, saw those same customers moved to a more expensive tariff elsewhere!

Generally more people seem to be doing their own shopping direct with reputable companies rather than getting mixed up with cowboy minnows on these comparison websites.

Just saying

[disc0dave45] 01/6/2022 10:29

Good morning butler.Thanks for your fantastic research, but I'm guessing you are interested in investing here, otherwise why show up, plus you can't actually buy shares in the two you mentioned.What price you looking at getting in here?Good luck

[thebutler] 01/6/2022 10:15

No problem, spud

[spud] 01/6/2022 09:43

Best not buy in then butler! But thank you for taking time out of your busy schedule to warn us.spud

[thebutler] 01/6/2022 09:40

Can't see this coming good. Confused.com and go-compare are the comparison site leaders, far better brand names and the first port of call for many. No room for Moneysupermarket - too much of a mouth full for the public who like to keep things simple. MONY also comes across as a gravy train for its overpaid directors raking in cheap share options.

[disc0dave45] 23/5/2022 11:24

I've found that 80% of the time stop losses have worked for me (preserved capital), but in the case of HSV it did reduce my profit. It was a mistake from that perspective, my conviction (belief in its intrinsic value) should have overridden any application of a stop loss!....each to their own though and it's 100% a personal choice.

[alotto] 23/5/2022 11:12

To add to the above, in my view stop losses shouldn't be used, I wouldn't like the market to decide the fate of my trades, I would sell only if my initial reasons to buy have changed for the worse.

[alotto] 23/5/2022 11:10

I am glad you still managed to make a profit. I sold a bit too early, just a few days before the take over was confirmed. I made 25% profit, it could have been 35% but I preferred to free some cash as there are some great dividend payers, MONY being one of them, although at some risk compared to many more. I will need to do some more research, when I get some proper time

[disc0dave45] 23/5/2022 10:44

You were right on HSV, shouldnt have had a stop loss, had to buy back higher and sold last week, about 15% profit but should have been more - lesson learnt, value will come eventually!.
Hope you did alright.
Energy - Think with the regulatory clamp down on new entrants that there won’t be as many providers but they (Ofgem) have to ensure competition, that’s their job, so comparison website use for energy will return. Wouldn’t be surprised if this October the cap isn’t raised as much as folks think. There’s going to be so much pressure on the government to step in and do something (not windfall tax!), gas/electric prices being the largest contributor to UK inflation.
So medium / longer term I do think this will come good, I’m looking at 250p in 18 months or so.