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..just seen it 2.16p on 14th August !... this looks a good buy at this SP !!!!?
..how much is interim div in August ?.......
All quite on the western front? This company have an army of digital marketers keeping on top of their digital marketing strategies. Check out www.mintcandy.co.uk/mintcandy-blog for discussions on the subject, very illuminationg re SEO, SMO and the Digital PR techniques that these guys use. It shines a light on the very clever methodologies employed by them throughout the process of the digital marketing of their website. All the best with MONY to all, looking better for now..
Any views on this for Tue? theyve done v well in last 6 months
Moneysupermarket.com: UBS revises target price from 185p to 230p retaining a buy recommendation.
Moneysupermarket.com: Credit Suisse raises target price from 180p to 226p and reiterates an outperform rating.
Nearly reaching the July 2007 flotation price of £1.70 for the very first time! Maybe will hit resistance at that level as long term shareholders cash in.
Moneysupermarket.com: UBS raises target price from 160p to 170p, buy raiting maintained.
Verticals Looking at it by verticals: Money - Revenues in the Money vertical were 2% ahead of the third quarter 2011 on visitor volumes that were 9% higher. Insurance - Insurance revenues were 14% ahead and visitor volumes 17% ahead, of the same period last year. Travel - Revenues in Travel were 2% ahead of the third quarter 2011 on visitor volumes that increased by 17%. Home Services - Home Services revenues were 35% ahead of the third quarter 2011 with visitor numbers up by 21%. Cash conversion also continues to be strong. At October 31st the group had net debt of £2.5m, reflecting the payment since the half year of the interim dividend of £9.3m together with the acquisition of MoneySavingExpert.com (£35m), corporation tax payments on account of £6.6m and capital expenditure of £4.3m In addition, the company hasn't seen any "meaningful impact' from Google Advisor's launch of money products during the second quarter of 2012 and the launch of its car insurance product in September. Consensus estimates for the full year, ending December 31st 2012 are for pre-tax profits of £46.69m on revenues of £202.08m, with earnings per share of 7.91p. This puts it on a forward price earnings ratio of 19.3.
MoneySupermarket.com traded well in its third quarter and reports that "expectations for the year remain unchanged". Trading in the fourth quarter has continued to be good: "Group revenues including MoneySavingExpert are approximately 20% ahead of the same period last year. Revenues excluding MoneySavingExpert are approximately 15% ahead of the same period last year." Third quarter results, including that from MoneySavingExpert.com which it acquired on September 21st , were in line. "Group revenues and EBITDA [earnings before interest, tax, depreciation and amortisation] for the third quarter were, respectively, 11% and 12% ahead of the same period last year. Excluding the contribution from MoneySavingExpert.com internet revenues and EBITDA for the third quarter were each 11% ahead of the same period last year.
Moneysupermarket: Investec raises target price from 130p to 140p, hold recommendation maintained.
True, there's a reasonable dividend yield on offer and the company has supplemented dividends with special payouts. But trading on 18 times Numis's forecast for 2012's underlying earnings - and about 13 times the broker's 2013 estimate - the shares look pricey given the potentially game-changing competitive threat from Google. Numis reckons the shares should trade more in line with the average rating for the FTSE 250 - about 11 times 2013's expected earnings. The group's next trading update is in early November; if that reveals any slippage in MoneySupermarket's hitherto solid growth rate,............adyor gl
Not all of the group's operations are performing well, though. The travel business saw revenue slide 7 per cent year on year in the first half as hard-pressed consumers cut back on holiday spending. The home services side - focused on utility prices - merely kept half-year revenues flat. However, combined, those operations generate just 10 per cent of group revenue. Some directors have been selling significant amounts of shares recently, too. Deputy chairman and co-founder Simon Nixon sold £10m-worth of shares last month, while chief financial officer Paul Doughty sold shares worth £551,000 in mid-August. The wife of chief executive Peter Plumb sold £374,000-worth of shares in July and the group's human resources director, Alan Cairns, off-loaded shares worth £277,000 a day earlier. "While this may or may not be Google related, it nonetheless tells us that management may think the stock price is well rated and suggests that there is no current prospect of a takeover," observes Numis. Takeover prospects certainly look poor - bid rumours dried up long ago after management rejected an approach from the Ontario Teachers' Plan pension fund back in 2008.
Price comparison website MoneySupermarket.com (MONY) - which in particular allows consumers to compare prices for travel, financial services and utilities - is used to competition. For years it has bumped up against the likes of Confused.com, Gocompare.com, Comparethemarket.com or uSwitch.com. But, with Google muscling in, this market looks set to become far tougher. True, MoneySupermarket's bosses say there has been little impact on its business from Google so far; and Google made a fairly modest start in the sector through 2011's £38m acquisition of UK financial price comparison site beatthatquote.com. But, in May, Google launched a credit card, savings and current account comparison tool, which was followed last month by a car insurance tool. Those products now put Google in markets that generate as much as 70 per cent of MoneySupermarket's revenues. Google's march is unlikely to stop there, which leaves our recommendation to hold the shares in July at 138p looking optimistic. Google's search engine dominance is especially threatening. "A lot of price comparison traffic comes via its [Google's] search engine and thus [it] arguably has a 10-30 per cent EBITDA (cash profits) margin advantage over the industry as it may not need to spend on TV advertising to drive traffic," says broker Numis Securities. Google is also making the best use of its search engine to maximise the visibility of its own offering - to the detriment of its rivals. Numis estimates that over half of MoneySupermarket's cash profits come from Google traffic and, should those consumers choose Google's own more visible service, that profit could evaporate. That said, MoneySupermarket is still growing solidly. In the first half of 2012, revenue was 11 per cent higher than the previous first half and cash profits rose 25 per cent to almost £29m. Management says that's down to people seeking out value for money in today's tough economic climate. The company also bolstered its market position through the £87m acquisition in June of Martin Lewis's MoneySavingExpert.com business.
MONEYSUPERMARKET OUTPERFORMS BANKS FOR KEY FINANCIAL SEARCH TERMS New research shows that MoneySupermarket is outperforming the major high street banks in search visibility for many consumer financial products. StickyEyes' Online Consumer Finance Intelligence Report shows that the price comparison site achieves the highest visibility in organic search for common financial products such as current accounts and savings, but also in more lucrative categories such as mortgages and loans. While price comparison sites provide many of the traditional brands with the necessary means to advertise their products online, they also go head-to-head with the very same operators as they compete for premium positions within 'search engine results pages' (SERPs). The report takes an in-depth look at several different banking sectors, but here we highlight the results for mortgages and credit cards. MORTGAGES According to the report, mortgage search terms are made up of a blend of phrase types including mortgages, mortgage rates, best mortgage deals and compare mortgages. Organic Results Looking at the organic click share results, MoneySupermarket is the top performer across the top 10 phrases with 32.98%. This position is underpinned by its strong average rankings across all of the top volume terms. Paid Results MoneySupermarket again comes out on top with around 17% of click share, followed closely by HSBC and Barclays. Aggregated Results The aggregated results show that MoneySupermarket in first place achieves a massive 36% of click share, almost three times Barclays in second place. CREDIT CARDS According to the report credit cards account for 75% of consumer lending so it’s an important area for banks to focus on. Volume within this category is dominated by short tail keywords, with 57.27% of all search impressions driven by the phrases credit cards and credit card. Organic Results MoneySupermarket is again the top performer, leading the organic click share index with 26.53%. The competition for second place is quite intense, as Tesco Bank and MBNA jostle for the keywords credit cards and credit card. Paid and Aggregated Results Although it slips to fifth position in paid credit card searches, MoneySupermarket still comes out in first position when organic and paid results are aggregated. This underlines MoneySupermarket’s dominance of financial search terms, with little to separate the rest of the brands in the top 10. Source: http://econsultancy.com/uk/blog/10731-moneysupermarket-outperforms-banks-for-key-financial-search-terms P.S. Here's some links about SCLP, one of the hottest stocks at the moment: http://www.euroinvestor.com/community/discussionthread.aspx?iid=2467508&threadid=256596&mode=2 http://www.euroinvestor.com/community/discussionthread.aspx?iid=2467508&threadid=255276&mode=2 http://www.euroinvestor.com/community/discussionthread.aspx?iid=2467508&th
Outlook Trading in July has been in line with expectations with revenues approximately 10% ahead of the same period last year. The Board remains confident in the prospects for the full year. Peter Plumb, MoneySupermarket.com Chief Executive Officer, said: "We've maintained our strong momentum in the first half of 2012. We're on track to save customers over £1 billion this year. More households are reacting to the uncertain economic outlook by seeking savings on a range of products and services, and MoneySupermarket helps them do just that. We're one of the easiest ways for a family to save £1,000 on their household bills. "The 15% rise in revenues and 25% increase in profits were achieved because we continue to invest in the MoneySupermarket brand, in cutting edge digital marketing and technology, and in striving to be the best shop for consumers. We are continuing to recruit talented digital marketers. "We are in a structurally growing market but we will only continue to succeed if we carry on giving customers and product providers a better and broader service than they can get elsewhere. That way we can save households money, build the business and generate strong returns for our shareholders. "The proposed purchase of MoneySavingExpert.com will add to what we offer consumers. It is among the most trusted brands in consumer finance. Our two brands - while continuing to operate independently - will give us a greater ability to help more customers and will accelerate progress towards our goal of helping every consumer make the most of their money.''
Operational highlights · Market-leading position and share maintained in competitive marketplace. · Continued structural growth in our online markets and targeted investment in technology and brand building helping to improve conversion rates. · Marketing investment +8% with adjusted revenues +15%: o New TV campaign introduced £1,000 household savings message. · Digital investment is already benefiting the business: o Internal team of over 50 people continues to improve SEO (unpaid 'natural' search). SEO revenue +29%. · Proposed acquisition of MoneySavingExpert.com (MSE) for up to £87m approved by shareholders subject to OFT approval: o Trusted MSE website, Forum and Newsletter (received by 5m users) performing well post announcement of acquisition.
Financial highlights · Adjusted revenue increased by 15% to £102.2m (2011: £88.8m). · Adjusted EBITDA increased by 25% to £28.7m (2011: £23.0m). · Adjusted gross margin improved to 71.7% (2011: 71.4%). · Cash balances of £36.7m (2011:£32.2m) at 30 June. The Group continues to be highly cash generative, and converted 106% of EBITDA to cash. · Interim dividend increased by 20% to 1.8p per share.
http://www.investegate.co.uk/Article.aspx?id=201207260700115319I
JP Morgan Cazenove upgrades Moneysupermarket.com from neutral to overweight, target price raised from 147p to 161p
Canaccord Genuity kept its "buy" recommendation for Moneysupermarket.com (MONY) with a 147p target price. The broker said the price comparison website's acquisition of MoneySavingsExpert, for up to 87 million pounds, will provide it with a larger technology platform and improve its search engine. Canaccord believes that the firm secured an attractive price of 7.9 times EBITDA, adding that the purchase can be offset against tax, saving 20 million pounds from 2012 to 2016
American ratings significantly upgrades MONY.
MARKET REPORT: Bid talk bolsters comparison site Moneysupermarket.com Punters logged on to price comparison website Moneysupermarket.com amid revived private equity bid talk and the shares closed 5.8p better at a 52-week peak of 134.5p. Co-founder and deputy chairman Simon Nixon owns 52 per cent of the equity and has said in the past that he would be open to offers at the right price. He helped float the company at 170p in July 2007 and rejected an approach from the Ontario Teachers’ Pension Plan in 2008. Apax was the private equity name in the frame, but sceptics said the rise was more on the back of an upgrade by Canaccord Genuity ahead of tomorrow’s first-quarter trading statement. The broker moved to buy from hold and lifted its target price to 147p from 120p. It believes earnings forecasts face upward pressure, with continued double-digit revenue growth, and diminished cost growth driving a step-up in margin. http://www.thisismoney.co.uk/money/markets/article-2130735/MARKET-REPORT-Bid-talk-bolsters-comparison-site-Moneysupermarket-com.html?ito=feeds-newsxml
N+1 Brewin downgraded its stance on moneysupermarket.com (MONY) from "buy" to "add" with an unchanged target price of 140p, following recent share price strength. The broker noted the company's market leading position, with a market share by visitor numbers of 42%, while its nearest peer has a share of just 13%. Brewin is also impressed by the online comparison site's high operating margins of around 26% and expects this to improve further with scale. The shares crept up 0.3p to 130.3p.
First half pre-tax profits at Moneysupermarket.com (MONY) were up 332.4 % year-on-year, at 12.5 million pounds. The price comparison website attributes this growth on improved site functionality and investment in brand awareness, where it has spent 5.2 million pounds in offline marketing. As a result of the strong performance the group has decided to issue a special dividend of 20 million pounds, or 3.93p per share, and to increase the interim dividend by 15% to 1.5p. The shares jumped 8.5p to 120.4p