Mony Share Discussion Threads

[willz] 23/7/2008 12:32

Masurenguy, any reason you believe this is rising at this rate today?

[masurenguy] 22/7/2008 11:51

"Jawpaw - 8 Jul'08 - 13:43 - 388 of 395: this is going to 30p now"

LOL - up another 3% this morning - 70p looks more likely than 30p methinks !

[masurenguy] 21/7/2008 16:38

Some buying today - closed up 5.6% at 66p. Still a long way above 30p !

[masurenguy] 17/7/2008 17:21

"Jawpaw - 8 Jul'08 - 13:43 - 388 of 395: this is going to 30p now"

Hmmm.......when's that going to happen then ?
Over a week later and it is still above 60p !

[ddevine] 09/7/2008 10:51

MONY have always had a flawed business model which I pointed out at float- the barriers to entry here are nil- just set up your own website and you're off.

Look at moneysavingexpert, no advertising and its bb's are heaving.

Shame the credit crunch is adding to mony's woes, but thats life!

[jawpaw] 08/7/2008 17:54

where's me mate ISIS????? Hope he's ok

[frank blank] 08/7/2008 17:26

A good time to sink. Man the lifeboats.

[matto] 08/7/2008 16:22

I think that was the bounce.

[elmamul] 08/7/2008 15:44

Hi all, How does L2 look now, worth a punt for a bounce in the morning ?

Thanks,

[ddevine] 08/7/2008 14:58

oh dear- who have mony been upsetting!

[jawpaw] 08/7/2008 13:43

this is going to 30p now

[jawpaw] 08/7/2008 13:42

Binary hahahahaha, Mony profit warning just now, near 65p already, and binary said to short it @ 180p and the campaign was started, another one bites the dusk.





KMAG YO_YO - 20 Nov'07 - 19:41 - 152 of 385

60p max, grossly overvalued another megahype, very good short. bubble is bursting, and share price deflating quickly

[scburbs] 08/7/2008 13:40

Perhaps my timing wasn't so lucky after all (in particular the exit timing!).

[jawpaw] 08/7/2008 13:38

oh dear looks like Kmag target has been reach

[taffee] 08/7/2008 13:34

to get this in-line with the rest of the market I can see 20-25p here or less

[cyberpost] 08/7/2008 13:26

Moneysupermarket.Com Trading Statement




RNS Number : 5819Y
Moneysupermarket.com Group PLC
08 July 2008


Moneysupermarket.com Group PLC - Trading update

In its trading update relating to the six month period to 30th June 2008,
Moneysupermarket.com Group PLC ("Group" or
"moneysupermarket.com") confirmed that its financial results for the first six months of the
year were likely to be in line with the Board's
expectations. The Board today confirms this.

The Group previously highlighted in its statement that trading in the loans market was
extremely challenging. First Plus, the market's
largest provider of secured loans, has today indicated that it intends to cease accepting new
business with effect from 9th August 2008.

The Group will take steps to mitigate the impact of First Plus' decision by sourcing
additional capacity elsewhere, by reviewing costs and
by reviewing loans advertising spend. However the direct impact on 2008 revenues is expected
to be approximately £7m and, depending on
mitigating actions, a reduction of up to £5m in EBITDA.


Simon Nixon, chief executive of moneysupermarket.com commented: "In our pre-close update
we warned that trading in the loans and
mortgages sector was 'extremely challenging'. This is evidenced today by the withdrawal of
Barclays' main secured loan brand, First Plus,
from the market. Over the coming days we will work to mitigate the impact of this on our
business. Trading across the rest of our business
remains in line with our expectations."

[jawpaw] 07/7/2008 10:56

Marycurer
fair enough, any heads up for lucrative shorts? It seems loads of shorts at the moment.

Check out Hawk, looks like another dud share.

[marycurer] 07/7/2008 10:44

jawpaw the only tip kmag has ever given me is moneysupermarket. The others i have been shorting long before.

regards

[jawpaw] 07/7/2008 10:41

Marycurer

KMag gave you a good tip at 180p, the same on blnx at 65p, now 15p. LOLLOL, check him on sola and MXP

[scburbs] 07/7/2008 08:55

Good luck all. I am out for now. Excellent profit in a very short space of time, but with a large slice of luck attached on the timing front.

[marycurer] 04/7/2008 11:54

marycurer - 21 Nov'07 - 12:07 - 163 of 377

Kmag yo you thankyou very much for this tip, i have now taken out a short having looked at the fundamentals and hype. Grossly overvalued, just working on a target price at the moment.

Entire share capital valued at just under £1bn and in 2006, it generated and adjusted EBITDA of £33.0 million.

Absolutely hilarious you could not make this stuff up if you tried



marycurer - 21 Nov'07 - 12:24 - 165 of 377

Based on last year's profits, before the hefty bonuses paid to Moneysupermarket's management, the price range suggests a historic price earnings ratio of between 37 and 46.

If we assume 50% growth in profit, this implies a forward price earnings ratio of between 25 and 31 times. In fact, in the first quarter of this year, Moneysupermarket's profits almost doubled and sales rose by two thirds.


completely ridiculous valuation as this rate of growth will not be maintained for the next few years.

[jawpaw] 02/7/2008 20:40

Masureguy

I was being optimistic with 50p, I will second tony with 35p, this is very possible, it's far overvalued, the underwriters pushed this an inflated price of maybe 400% above fair value

[masurenguy] 02/7/2008 20:32

What a devastating indictment of the business model and the financial prospects ! I'm sure that Simon Nixon must be trembling in his shoes now that such a smart analist has shown his hand and dissected the forward prospects for MONY !

Better be very careful not to get a repetitive strain injury to your right wrist Tony