Mony Share Discussion Threads

[salpara111] 15/1/2014 17:07

I still find it odd that none of the analysts seem to mention the star in the room...Moneysavingexpert. The purchase of that site has proven to be a real success for them and is the reason why I doubled up my holding when the share price inexplicably declined to about 145p late last year.

[isis] 15/1/2014 10:16

15 Jan 2014 Moneysupermarket.... MONY Credit Suisse Outperform 198.75 196.60 245.00 245.00 Reiterates

[isis] 14/1/2014 15:00

Energy switching trebles at Moneysupermarket.com
Price comparison website expects 10pc increase in annual revenues due to 'helping householders beat autumn energy price hikes'
Electricity meter
The rise in energy switching was the main factor behind higher revenues Photo: ALAMY
By James Titcomb11:57AM GMT 14 Jan 2014 Comments1 Comment
Across-the-board price rises from Britain's energy giants led to a huge rise in switching providers, according to the price comparison website Moneysupermarket.com
The company said revenues from energy switching in the October to December quarter were almost 200pc up on the previous year, as more households looked for cheaper deals.
It follows price hikes from all of the "big six" energy providers in the final months of 2013. Politicians have urged consumers to compare rates in order to get cheaper deals, which has evidently paid off for Moneysupermarket, which also owns Martin Lewis's MoneySavingExpert.
"MoneySuperarket had a strong second half thanks chiefly to our ability to help UK householders beat the autumn energy price hikes with both MoneySupermarket and MoneySavingExpert helping more people switch their energy supplier than ever before," said the company's chief executive Peter Plumb.
He added that revenues from travel comparison and broadband and phone line switching had also been ahead of last year.

The company expects full-year revenues of around £225.5m, a 10pc rise on last year, with earnings before interest, tax, depreciation and amortisation up 26pc.

[isis] 14/1/2014 09:27

26% in EBITDA makes these still look good value.

Crazy most shares would have shot up!!

[salpara111] 14/1/2014 09:25

Solid statement with very strong rise in EBITDA but not much of a reaction from the market.
I am well ahead having acquired at 180 and 145 so now must decide whether to take my money off the table or see if there is more upside.

[isis] 10/1/2014 14:36

Nice, well overdue rise here. :-))

[adelwire2] 10/1/2014 11:02

When is next planned update?

[isis] 10/1/2014 09:23

Adverts look good. Alexa ratings have been down but I think that is normal for this time of year.

[salpara111] 10/1/2014 09:18

Assuming the next update is positive we could be back at 220 in short order which is nice as this is my largest holding.

[bo90] 09/1/2014 00:44

2 broker buy recommendations yesterday

[isis] 08/1/2014 17:43

Undervalued that's why.

[adelwire2] 08/1/2014 17:36

Some gd rises recently...why?

[adelwire2] 02/1/2014 21:17

ok gd rise today why?

[gerhux] 18/12/2013 17:45

Westhouse Securities has maintained its 'add' rating and 209p target for price-comparison website Moneysupermarket.com after the Competition Commission's report into the private motor insurance market. The CC said it is considering prohibiting 'most favoured nation' clauses which make sure that individual insurers' premiums are not offered more cheaply elsewhere, something which it says reduces competition.

"We believe this is good news for MONY, which is the only independent amongst major UK PC players and does not have MFN clauses in its contracts with motor insurers," said analyst Roddy Davidson.

[salpara111] 18/12/2013 09:49

Sp seems to have hit a wall at 180 but I am not in a hurry to get out as I still think there is more to come, what keeps me in the very healthy contribution that Martins Moneysaver website is making to the business along with the fact that they are diversifying their revenue streams and in doing so, de risking the business.
The news yesterday about "Tied" search sites has got to be good for Moneysupermarket and I have to say that I am surprised that they dont leverage this in their advertising along the lines of "We are the only truly independent comparison site out there"

[adelwire2] 17/12/2013 22:02

any news? any tips?

[salpara111] 10/12/2013 17:21

read an article today about consumer energy switching being at an all time high which has to be good.

[fugwit] 06/12/2013 15:36

Gerald Corbett Mony chairman standing down as of April 2014. No indications as to why but orderly change. Shame, I have found him rather good and plain speaking over the last few years, particularly in his dividends guidance. I dare say we won't have to wait too long to find someone willing to fill his shoes, mony being such a fine firm imho.

Edit: The second thought cynic in me is wondering why they are slipping this out on a Fri pm, that is two members of BoD that will be leaving in H1 2014, of course we already have the CFO replacement.

[isis] 26/11/2013 11:29

I don't think there is any point trying to guess what these Algorithms are going to do as I don't think they even know.

Just take your bet and stick with it.

[salpara111] 26/11/2013 10:13

Sadly I didn't get my top up at 170 but I guess not too unhappy to see the share price back to almost 180 in short order.

[isis] 26/11/2013 09:22

See how quickly they change tack and market's down today.

I don't like this manipulation but am learning to deal with it.