Mony Share Discussion Threads

[evox] 12/1/2010 22:32

2009 EBITDA £36m so pretty flat for 2H (was £18.6m at half year). They did say that 4Q is traditionally weak.
Cash dropped from £75m to £54m. Wonder what they spent it on (maybe the special divi)?
Seems a pretty solid performance.

[evox] 16/12/2009 18:57

Oversold. Just getting back to where it should be (~85p)

[cadwell] 16/12/2009 13:32

why the increase?

[shano2] 17/11/2009 09:33

Moneysupermarket

Hiring an immodest entrepreneur to hawk your wares is not without risk. But it appears to be working for Moneysupermarket.com, the FTSE 250 price comparison website whose advertising campaign is fronted by Peter Jones, of the BBC's Dragons' Den. Having reported falling revenues at the half-year stage in insurance, the company's biggest market, the division's top line has returned to growth - up 5 per cent year-on-year, or 15 per cent better than June 30. More broadly, Moneysupermarket continues to show steady improvement. The three months to September 30 were its strongest quarter to date. Overall, it remains in line to meet full-year profit forecasts.

Unlike subscription-based web businesses, where revenues tend to lag customer activity, Moneysupermarket offers immediacy: sales reflect the transactions struck through its site. Combined with the effects of this year's cost-cutting, it is well-placed to benefit from economic recovery, especially from a pick up in housing transactions, whose absence its mortgage-dependent money division continues to feel. The fipside is that Moneysupermarket cannot see too far ahead and that sales remain skewed towards the first few months of the year, when household finances receive their traditional new year makeover. Tempus advised "buy" at 55p in April. At yesterday's 85p, or 16 times 2010 earnings, and the company sitting on £45 million of cash - even after the payment of October's £25 million special dividend - hold on for more.

[shano2] 25/10/2009 12:50

Moneysupermarket.com Tops Greenlight's Integrated Search Report for the Insurance Sector

LONDON, Oct. 23 /PRNewswire/ -- Greenlight, the UK's leading independent search marketing agency, has released its first piece of quarterly integrated research for the insurance sector. The report, which covers Q2 2009, determines the most visible insurance websites in Google paid search as well as natural search.

The latest research analysed 753 keywords, which generated more than 8.7 million searches that took place in Q2 2009 for insurance-related keywords. This data was then used to rank the most visible sites on page 1 of Google's natural search results.

According to Greenlight's report, the most visible insurance website in natural search during July 2009 was the aggregator moneysupermarket.com, with 83% visibility. It is followed by confused.com and tescofinance.com, who reached 49% and 43% of the searching audience, respectively. In Greenlight's natural search league table, only twenty sites were visible to more than 10% of searches performed in July 2009.

The paid search section of the report determines an advertiser's share of voice based on: how often they appear on Google, which ad position they are bidding for and the search volume generated for the keywords they bid on. The ranking represents visibility across the top 90 keywords in July 2009.

Moneysupermarket.com ranked the highest with 78% share of voice in the paid search space. This was achieved by appearing for 83 of the 90 keywords analysed. Interestingly, NorwichUnion/Aviva ad creatives appeared at an ad average position of 3.6. However, they reached position 13 overall in the paid search league table, having bid on only 34 of the 90 keywords analysed.

Greenlight currently produces quarterly integrated reports covering a broad cross section of industries including travel, retail banking, fashion, car hire and online gaming, amongst others.

The complete insurance market sector report is available at:

[fugwit] 16/10/2009 08:03

Sat at weekly 100ma, if we can get through this then 105ish would be next target, providing the wider market doesn't reverse. Shame, I had hoped to get more of these if they slipped lower. Will just have to enjoy the divi payday instead. Good luck all.

[evox] 13/10/2009 20:45

Billscutter is a sales driven alternative utility brokerage and consultancy with a Group Head Office in St John's Wood, London, an administration office in South Wales, a sales office in South Birmingham and an operational Head Office in Blackburn, serving the deregulated utility market covering both commercial and residential markets.
The company has assembled a team of top utility industry professionals to take the company to the upper echelon of utility brokers and consultants.
The Senior Management Team at Billscutter consists:
CEO, Ian Vause has over 14 years experience in the energy and telecommunications markets, most recently successfully building up Billscutter to a £4.5 million turnover projection in the current financial year,
Business Development Director, Paul Keightley has been involved in the utility sector since 1979, working at BT before moving into energy in the early 90's, including the starting up a of a successful gas supply company, Total Energy Gas Supplies Limited,
Non-executive Chairman, Prashant Jhawar heads up the huge Usha Martin Group based in India with interests in steel, utility billing, and international call centres and software development,
Non-executive Director, Nalin Tikkoo has a high level background in telecommunications and call centre operation
Non-executive Director, Ken Geddes has over 22 years experience in the UK Energy Industry, he sits on the Board of a number of energy consultancy companies both in the UK and in mainland Europe and also acts as the COO of Energylinx, the largest domestic Consumer Focus accredited broker.

I don't think they are a quoted company strongbuy

[strongbuy] 11/10/2009 20:34

Hmmmm, anyone heard of www.billscutter.com ?

Rumour is that they are backed by worlds largest steel company and are about to go on an enormous acquisition spree .

info appreciated, what is ticker etc?

[shano2] 08/10/2009 07:29

Tesco Bank announcement welcomed by moneysupermarket.com

Wed 7th Oct 2009


The launch of Tesco Bank has been greeted warmly by moneysupermarket.com.

Kevin Mountford, head of banking at the comparison site, made his comments following the new that Tesco will now be offering full-service banking through its branches, in-store and online.

Tesco Personal Finance has also been renamed Tesco Bank as part of the move.

He pointed out that a major retail brand such as Tesco entering into this side of financial services can only be helpful to consumers, since it will offer more options about where they can put their money.

Mr Mountford explained: "The UK banking market has offered a healthy competitive environment.

"However the last year has seen some major consolidation, which in the long run is likely to affect the level of customer choice."

He added that switching bank accounts needs to be encouraged more and having more competitive products in the market will enable this to happen.

Click here for more general finance newsADNFCR-323-ID-19398388-ADNFCR

[typo56] 16/9/2009 21:11

Think the market may have ignored the special div element, which is handy!

[evox] 16/9/2009 20:32

Half the div back already!

[fugwit] 10/9/2009 16:53

Still here, mony is working out really well, already recouped 25% in divis & 100% growth, very happy with the new management and their approach, just got to make sure I keep holding and don't succumb to profit taking after xd. Would be very happy to keep buying but will wait for corrections. Good luck all.

[evox] 08/9/2009 21:47

Quiet around here. Doubled since March. xd next week. Patience is a virtue!

[evox] 15/8/2009 22:23

Moneysupermarket.com
Hold at 73p (this week 71p), comments UBS Securities. Recent half-year results from the online provider of financial products proved to be above forecast, notes UBS. However, UBS is concerned that the improvements came from cost-cutting measures as opposed to revenue growth. Nonetheless, more recent July trading has shown some signs of revenue improvement, although for the time being, UBS remains to be convinced. A hold rating remains appropriate.

Forgot to mention the 10% dividend though (already priced in)!

[willz] 04/8/2009 23:08

Since your post it doesnt look like it!

[cadwell] 10/7/2009 13:09

heard simon nixon has done a bit of a ratner?

[cadwell] 07/7/2009 11:17

Travelsupermarket moves away from high profile white labels
07 July 2009
Travelsupermarket has confirmed it is in the process of withdrawing from all its major white label partnerships.

The UK's largest meta search engine said it had taken the decision after a review of its existing strategy to grow the brand through a string of high profile deals including those with a number of UK national newspaper websites.

A spokeswoman confirmed that deals to provide travel search tools on sites belonging to the Guardian and the Telegraph ended at the end of June this year.

Another major partnership to provide similar services on the Virgin Media website's travel channel will not be renewed at the end of August 2009. The deal was signed in April 2008.

Managing director Graham Donoghue told Travolution: "We have been looking at the cost of ownership and our general partner strategy and took the decision in travel to focus on our direct site."

Rival provider Kayak has stepped in to run the search tools on the Telegraph website.

The decision is in stark contrast to moves in the meta search sector 18 months to two years ago when a string of white label deals were put on the table and eagerly snapped up by Travelsupermarket and others.

However, last year the Telegraph decided to create a combination system using Thomas Cook for holidays and Travelsupermarket for flight and hotel search.

This mirrored the strategy of AOL, which used Thomson Holidays and Kayak after axing a high profile partnership with the then Yahoo-owned Kelkoo.

Sky Travel also moved against the favoured meta search option when it partnered with Expedia and TripAdvisor in January 2008.

[fugwit] 07/7/2009 09:27

Will be interesting to see where the support comes in, might be 45.5, 40, 34 or will we see new lows? I hope to be buying from 40 down to new lows.

I note the new shorter adverts on tv, I think 30s slots. That will have been a big saver against their old rambling ads. Particularly good to see as mgmt said marketing budget effectiveness would be key area going forward. I would have thought peter jones would go down well with the punters, aspirational figure etc.

Providing they are maintaining revenues I would be expecting to see free cashflow maintained if not improved making this a sterling opportunity imho. DYOR etc etc.

[cadwell] 03/7/2009 11:02

This was tipped in the Ilkley Gazette sharewatch yesterday, any good?

[fugwit] 11/5/2009 10:08

Nasty morning, cannot see any relevant news though. sold out 2/3 today, will jump back in if we hold support at 51ish (looks like 100dma as well, but best case will be a retracement to 40p to pick up another load. Good luck all.

[fugwit] 07/5/2009 12:16

Ta evox. No sign yet here and Barclays are impossible to get through to these days. Am sure it will turn up eventually.

[evox] 06/5/2009 20:33

Yes, was in my account yesterday (Selftrade)

[fugwit] 06/5/2009 11:02

Anyone received their divi yet? No sign of it here.

Looking to top up at the moment, beautiful pattern on the charts, good rise followed by nice tidy consolidation period then the arrival of strong volume to take us a step higher. We like stairways..... Straight through the 200dma without a peep and the 100dma average looks to be turning north finally. Dyor and good luck all.