Mony Share Discussion Threads

[spud] 26/5/2024 16:48

Tipped in Sunday Times. spud

[pansybeast] 14/5/2024 17:39

Interesting article in the Guardian today, about getting rid of non-competitive gas pricing. This would be very positive for companies like Mony. DYOR but worth a read

[prokartace] 02/5/2024 10:23

Hopefully not like the last 'Mony group' that went bust!

[jsg123] 18/4/2024 18:35

Couldn't agree more, absolute dawg indexe, why would people knowingly invest in cash generative profitable companies if based on the last 4 years, you are almost certain to lose money.
Been an awful few years yet the actual FTSE 100 us near record highs. How misleading

[aishah] 18/4/2024 14:49

So true. It's full of bargains but very little interest as funds outflow from UK equities continue.

[spud] 18/4/2024 14:44

The problem is it's listed on a UK stock market index!

spud

[jsg123] 18/4/2024 13:22

Anyone know what risk the market seems to be pricing in here?
I really don't understand after good results in Febtuary and again this week, what is the markets problem here.

[jsg123] 17/4/2024 13:39

What about today, seemed to just suddenly fall thus morning, ludicrous, 226 to 211 in few days on a decent update really

[spud] 16/4/2024 08:38

I suspect it fell in sympathy with the Market in general. I've no stock in the blue this morning.spud

[wba1] 16/4/2024 08:07

An odd market reaction. Looking at the cause it seems that the revenue is short of Q1 analyst forecasts. However an 8% increase in Q1 implies very small growth in Qs2-4 in order to meet the mean full year revenue forecast of £449m. I will be surprised if revenue growth in that period is limited to 2-3%. I suspect that, as usual, analyst forecasts are more reliable at annual level than at granular quarterly level where there is limited understanding of, especially, the pattern of insurance renewals and trends through the year. I have added a few more this morning and am now at my preferred maximum holding. However any fall to 200 and I will break my limit as silly prices should never be refused.

[spud] 16/4/2024 07:53

Q1 2024 update

Moneysupermarket.com Group PLC trading update for the quarter ended 31 March 2024

Continued strong growth in insurance; full year guidance in line.

Revenue in the quarter up 8%, with growth sustained in Insurance.

spud

[wba1] 14/4/2024 18:42

I added more at 218. Does anyone know if the Q1 trading update is still on Tuesday? The company site still has it for that day but none of the week ahead lists from the likes of IC and PI seem to have it.

[aishah] 11/4/2024 12:54

Maiden purchase for me too. Go Compare going gangbusters, surely mony is too. Plus moneysaving expert and other streams. A couple of IIs have been reducing but eventually mkt will respond imo.

[melody9999] 08/4/2024 21:51

I've taken an initial position too pro.

[prokartace] 05/4/2024 10:59

no idea if this is the right time but yield of 5.6% and a fall from earlier in the year of nearly 25%, I getting my foot in the door

[se81] 04/4/2024 07:47

FUTR trading update this morning notes a strong performance from go compare- looks a little out of kilter with the recent share price decline here

[fwatson] 27/3/2024 16:54

Thinking of adding more tomorrow, will see how it falls..

[m w] 27/3/2024 14:54

Going ex dividend today for 8.9 p

[fwatson] 27/3/2024 10:05

Just started a position at 2.25. Here's hoping!

[faz] 08/3/2024 13:31

I'm out of th9iis for now. Any ideas on the reason for the freefall?

[wba1] 20/2/2024 14:52

The results were very much as expected and, as usual, the market dislikes a steady performance. But the real question is the outlook. I cannot see anything very challenging in the analyst consensus. Despite the cautionary note on insurance comparatives I expect them to hold up well as home insurance premiums have just started to rocket and whilst motor premiums may be levelling it is at such a high level that people will keep looking for better deals. And I expect travel and energy to perform better than expected. Travel may be competitive but the overall market is still recovering whilst recent energy deals suggest some return to a market, if not in 2024 then next year.
The interesting question for me is what they intend to do about using the very good financial position (minimal debt and good cashflow) to drive growth. The firepower available offers opportunities for both acquisition and expansion into new markets. European markets are still wide open for comparison sites, as is the USA (although this is more complex due to insurance regulation at state rather than federal level). It would be good to hear some thoughts from the board at the AGM.

[aeonflux] 20/2/2024 13:26

UBS cuts Moneysupermarket.com price target to 273 (285) pence - 'neutral'

Barclays cuts Moneysupermarket.com price target to 295 (305) pence - 'overweight'

[spud] 20/2/2024 09:33

Moneysupermarket.com annual revenue boosted by insurance surgeSource: Alliance NewsMoneysupermarket.com Group PLC on Monday said "exceptional trading" in Insurance helped to drive double-digit topline growth in 2023.spud

[spud] 19/2/2024 09:06

The normal UK tepid response to good results! Similar to the weather atm.spud