Mony Share Discussion Threads

[salpara111] 16/1/2015 10:04

Solid statement and little market reaction.
I will continue to hold as I am looking for around 250p before I would consider exiting.

[grabers] 23/12/2014 15:25

This is going top break out from its 5 year high very shortly. Still an undervalued stock

[don carter] 22/11/2014 10:48

Agreed Salpara111.

[salpara111] 12/11/2014 09:12

No one can really expect to see 18% growth each quarter!
The fact is that they have been growing at high single digits on average and are now quite a decent divi payer.
I have been holding this one for quite some time having taken two tranches at 145 and 180.
I have been waiting for it to break out of the 180-200 trading range for quite some time and finally I think we can see it move up from here, my initial target is around 240.

[johnthespacer] 12/11/2014 07:51

But this will be a hit to the positive sentiment

"However, the group does not expect to repeat the exceptional 2013 fourth quarter demand for energy switching which added GBP7M of revenue growth."

Otherwise improving revenues though...

[isis] 12/11/2014 07:21

18% growth - not bad!

[deadly] 11/11/2014 18:59

Up 4% today and year's high in a mixed market. News leaked of the IMS tomorrow, or just optimism?

[masurenguy] 25/9/2014 07:36

Insurance clampdown won’t hurt Moneysupermarket.

Peel Hunt analyst Malcolm Morgan said Moneysupermarket (MONY) would survive unscathed from a regulatory clampdown on deals between insurers and price comparison websites. The Competition and Markets Authority announced a ban on exclusive deals between motor insurers and price comparison websites. Morgan said Moneysupermarket, which does not employ the deals, would not be affected, and retained a ‘buy’ recommendation and 220p target price on the shares, which fell 1.5% to 195.2p.

"The Competition and Markets Authority [has confirmed] as expected a ban on the use of ‘wide most favoured nation clause’ (MFNs). These clauses are used by a price comparison website to prevent insurers offering similar products more cheaply on any other price comparison website,’ he said. ‘Moneysupermarket has never used wide MFNs, unlike some of its competitors. This policy will marginally improve Moneysupermarket’s commercial position by levelling the playing field. Narrow MFNs – where a provider agrees not to make a better offer available directly on its own site – are seen as a necessary and so welcome market structure.’

[salpara111] 29/8/2014 16:05

Yes, I got an email from Tescocompare telling me they are closing.
I have a big chunk of these bought in two tranches at 143 and 180 so I am well up but somewhat frustrated by the sideways trading range of the last year.
I am not sure whether I should continue to hold or more likely sell half my holding, the divi is pretty strong when you factor in the special divi every other year.

[isis] 28/8/2014 18:27

Tescocompare.com is apparently closing it's site this week.

Less competition for MONY to worry about. :-))

[isis] 07/8/2014 12:53

Shazam chairman joins MoneySupermarket
Last updated: 7th Aug 2014 at 08:28am
Keyword tags: MoneySupermarket, Shazam

inShare
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The chairman of music recognition app company Shazam has joined the board of price comparison website MoneySupermarket.
The Ewloe-based group has appointed Andrew Fisher as a non-executive director.
He will be a member of the remuneration and nomination committees and will also chair the remuneration committee.
Fisher is currently chairman of media company Shazam and was previously chief executive.
Prior to that, he was European managing director of Infospace and founder and managing director of TDLI.com.
MoneySupermarket chairman Bruce Carnegie-Brown said: "ith his experience of building digital, media and entrepreneurial businesses, he will be a valuable addition to the board."
Earlier this year, MoneySupermarket announced plans to invest £17m.

[isis] 30/7/2014 14:03

Home::Alliance News::Moneysupermarket.com Says Interim Pretax Profit Up By A ThirBookmark this page
Alliance News

Moneysupermarket.com Says Interim Pretax Profit Up By A Third
Wed, 30th Jul 2014 10:44

LONDON (Alliance News) - Moneysupermarket.com Group PLC Wednesday said its first-half pretax profit increased by a third, boosted by revenue increases across its brands, and a gain on the sale of a stake in HD Decisions Ltd.


In a statement, the price comparison website said it made a GBP26.4 million pretax profit in the six months ended June 30, compared with GBP19.8 million in the corresponding period a year earlier. Revenue increased to GBP122.4 million from GBP112.3 million.

Distribution expenses increased to GBP18.4 million from GBP16.1 million, while administrative expenses rose to GBP52.2 million from GBP50.6 million. The figures include a GBP3.8 million profit on the disposal of the group's 24.25% stake in HD Decisions in May.

"It's been a good first half of 2014, with good revenue growth in our MoneySuperMarket, MoneySavingExpert and TravelSupermarket brands. Group revenue and profits were 9% higher than the first half of 2013," Chief Executive Peter Plumb said in a statement.

"Helping customers with new ways to save money and select the products they need means we have to invest in our business. And that's just what we're doing, spending GBP17 million this year to enhance our site for customers, whether they choose to use mobiles, tablets or desktop PCs to compare prices, features and products."

Moneysupermarket.com said that trading in the first three weeks of July continued the improving trend seen in the second quarter.

"Notwithstanding the strong performance in energy in the second half of 2013, the board's expectations for the full year remain unchanged," the group said in a statement.

Moneysupermarket.com increased its interim divided to 2.31 pence from 2.16p.

Shares were Wednesday quoted up 3.7% at 188.71p.

[deadly] 30/7/2014 09:18

Delayed reaction to the results. Looking better now and hopefully will be strong at least until the XD date.

[salpara111] 30/7/2014 08:20

Yes, very solid statement.
I am very frustrated given that I have been holding here for a year but am just a few pence above b/e.
The big bogey that seems to be holding the share price back is Simon Nixon dumping epic amounts of stock every time the share price gets over 200p
I am holding for now as I simply dont see a better option for the money given the relative safety, growth rate and divi on offer here.

[isis] 30/7/2014 06:46

Look solid & dividend up 7%

[deadly] 28/7/2014 08:06

Results wednesday and should be good as signalled by the IMS.
Drop today looks like a good top-up chance.

[isis] 17/7/2014 17:18

Standard Life UK Equity High Income Fund research update

Heather Ferguson | Thu 17 July 2014

The UK Equity Income sector is one of the more popular areas for investment with our clients and for good reason - the sector has been among the best performing in the world over the past 5 years.

A key objective of the Standard Life UK Equity High Income Fund, managed by Karen Robertson, is to find undervalued companies with earnings potential not fully recognised by the broader market. She feels ample opportunity remains, despite the UK market's strong performance over the last few years. She does not favour any particular sector, preferring to let her views of individual companies shape the construction of the portfolio.

With a rapidly growing data business and a current dividend yield of 4%, Karen Robertson has initiated a position in Moneysupermarket.com. The recovery of its Google ranking position has led to the Moneysupermarket.com website appearing higher in search results. This has resulted in increased traffic to the site which the manager believes will follow through to increased sales. She also recently added to the fund's holding of Dixons as it continues to win market share following the demise of Comet. Dixons has sold its underperforming assets and Karen Robertson feels there is potential to win further market share once the merger with Carphone Warehouse completes in August.

The fund's holding in renewable energy developer, Infinis Energy, has acted as a drag on returns over the past 8 months - the share price suffered following concern on whether subsidies for new power generation technologies are sustainable. Esure, general insurer and owner of the Sheila's Wheels brand, detracted from returns over its holding period, as heightened price competition in the motor insurance market led to concern about company profitability. The manager subsequently sold the holding at a loss in November 2013.

[salpara111] 11/7/2014 09:56

Solid statement and pretty impressive growth.
A little disappointed at the muted market response but as long as it can climb back to the 200 region I would be tempted to take my profit and exit.

[isis] 07/7/2014 12:13

Would like to see them add another complimentary business to the fold:-

Moneysupermarket.Com Group PLC's "Add" Rating Reaffirmed at Westhouse Securities (MONY)
Posted by Hossein Forouzandeh on Jul 7th, 2014 // No Comments
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Moneysupermarket.Com Group PLC logoMoneysupermarket.Com Group PLC (LON:MONY)'s stock had its "add" rating reiterated by stock analysts at Westhouse Securities in a report issued on Thursday. They currently have a GBX 223 ($3.83) price target on the stock. Westhouse Securities' target price points to a potential upside of 14.77% from the stock's previous close.
Shares of Moneysupermarket.Com Group PLC (LON:MONY) opened at 191.80 on Thursday. Moneysupermarket.Com Group PLC has a 52-week low of GBX 141.70 and a 52-week high of GBX 214.46. The stock's 50-day moving average is GBX 179.9 and its 200-day moving average is GBX 182.4. The company's market cap is £1.039 billion.
A number of other analysts have also recently weighed in on MONY. Analysts at WH Ireland initiated coverage on shares of Moneysupermarket.Com Group PLC in a research note on Friday, June 6th. They set a "buy" rating on the stock. Separately, analysts at Investec reiterated a "buy" rating on shares of Moneysupermarket.Com Group PLC in a research note on Wednesday, April 23rd. They now have a GBX 222 ($3.81) price target on the stock. Finally, analysts at Numis Securities Ltd reiterated a "reduce" rating on shares of Moneysupermarket.Com Group PLC in a research note on Wednesday, April 23rd. They now have a GBX 160 ($2.74) price target on the stock. One investment analyst has rated the stock with a sell rating, three have issued a hold rating and eight have assigned a buy rating to the company's stock. The stock presently has a consensus rating of "Buy" and a consensus target price of GBX 210 ($3.60).

[adelwire2] 30/6/2014 23:15

Gd rise today

[isis] 06/6/2014 10:54

Moneysupermarket.Com Group PLC Now Covered by WH Ireland (MONY)
June 6th, 2014 - 0 comments - Filed Under - by Hanz Christensen
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Moneysupermarket.Com Group PLC logoAnalysts at WH Ireland assumed coverage on shares of Moneysupermarket.Com Group PLC (LON:MONY) in a research report issued to clients and investors on Friday. The firm set a "buy" rating on the stock.

Other equities research analysts have also recently issued reports about the stock. Analysts at Investec reiterated a "buy" rating on shares of Moneysupermarket.Com Group PLC in a research note on Wednesday, April 23rd. They now have a GBX 222 ($3.72) price target on the stock.

[masurenguy] 06/6/2014 06:46

What exactly is so curious about it ? Their business model is very clear and straightforward and they're also the market leader in comparison sites !