Moneysupermarket.Com Share Chat (MONY)

Just to highlight another reason why I think Jeffries is wrong .. future plc owner of GoCompare on the 7th of Feb gave their Q 1 update which is moneysupermarkets Q4, they highlighted how strong Q4 was, and money supermarkets share of revenue historically when looking at GoCompares a pre takeover results, MONY has had greater market share

I have a modest holding, 3% of pf. Been in here about a year. Was determined not to trade this, and really thought it would break £3. But ended up back under water, and now flat. I think its a quality business and not something Im going to worry about. Not sure its going to smash earnings though. A recent article in City wire from a few days ago shows that shore capital are still bullish.

Shore Capital is positive on Moneysupermarket (MONY) ahead of full-year results thanks to the comparison site’s competitive edge and ‘multiple verticals’. Analyst Roddy Davidson retained his ‘buy’ recommendation and ‘fair value’ target price of 345p on the Citywire Elite Companies AA-rated stock, which ticked 0.3% higher to 245p on Monday morning, but is down 10% this year. ‘At the heart of our positive view on Moneysupermarket is its proven ability and long-track record of saving consumers money,’ Davidson said. ‘This reflects several positive factors, including the depth of its inventory, the strength of its relationships with product providers, and the fact that it enjoys leading positions across multiple verticals.’ Davidson also noted the ‘competitive advantage’ the group receives from the strength of its Moneysupermarket and MoneySavingExpert brands. ‘We do not believe that these positive dynamics, or our expectations of attractive earnings per share growth, a useful dividend per share progression, and strong cash generation are reflected in its current stock valuation,’ he said.

I’ll be honest, I’ve done the exact same and quite literally put all my eggs here. Other than a struggle with their money products due to the macro environment or an overly cautious view of H2 24 pulling back to the norm, I’m finding it hard to think of anything poor that could crop up.

I'm in the same boat as you Willz.

I'm expecting an overachiement of revenue and around upper end of profit (I've completely gone away with the diversified portfolio and put a large % of my cash into here)

Hoping to be able to send the analysts at Jefferies a thank you card for a terrible piece of work that gave the opportunity for a chunky top up at 2.42.

Or I'll be eating rice and beans for a year, will see on Monday.

Hopefully not to premature but I am expecting Q4 to have been decent based on what the insurance market has looked like in terms of volume with a price comparison have no risk tied to claims inflation for the insurance element. Hopefully paired with a strong forward looking statement for insurance and a twinkle of hope for energy returning. MONY also live a special dividend so who knows we may get a nice reward April based on a strong Q1 and return to energy.

Jefferies cuts Moneysupermarket.com to 'hold' (buy) - price target 265 (305) pence

RBC raises Moneysupermarket.com price target to 310 (300) pence - 'outperform'

HSBC raises Moneysupermarket.com to 'buy' (hold) - price target 305 pence

Switching back big time

https://www.energylivenews.com/2023/08/17/energy-price-cap-change-sparks-85-surge-in-switching/

Jefferies raises Moneysupermarket.com price target to 305 (285) pence - 'buy'

No explanation

My recent notes:

25/7 -

* Barclays raises target price to 305p from 300p

* HSBC raises target price to 305p from 270p

* Peel Hunt cuts to hold from add

* Peel Hunt raises target price to 290p from 260p

18/7 - everything is perfect so time to sell

18/7 - https://uk.finance.yahoo.com/news/direction-travel-good-stock-car-050000306.html?.tsrc=rss

7% SP drop not explained anywhere I've seen at this stage, but presumably the burning South has destroyed holidays which are a principal source of income on this price-comparison site.

We've waited a long time for this stock to come good, it is a real shame. Having said that, still up on the week thanks to earnings update. But going forward, this is one of those tragedies that it is not evident the world will recover from :-(

Looking on the bright side, what companies benefit from climate change and where would you move to as CC looks like it is advancing faster than imagined.

Quite frankly I don’t care what the brokers say. They all have different motives that we are not privy to. The important thing to me is that this is a quality company with a bright future. For the patient investor, (something I try very hard to be, although not always successfully) this is an opportunity to buy a few more at a discount.

And Shore Capital increases its “fair” price to 349p 🤷‍♂️

Maybe the comment about people not switching energy providers this year has spooked the MMs. All a bit of a mystery.

Yes, been a ghastly market. Just cannot seem to get momentum with any of my holdings.

Broker rerate from buy to sell. Bloody frustrating. Shares certainly take the stairs up & the elevator down

Possibly the UBS downgrade, funny, as Barclays upgraded it from 300p to 305p too… the market is so sensitive atm, it doesn’t know which way to go on good or bad news it seems!

Any news I’m missing ? If the analysts didn’t like the results, it would have dropped yesterday. Bemused 😳

Https://www.fool.co.uk/2023/07/12/these-ftse-250-shares-have-quietly-rocketed/

I remain confident that Moneysupermarket.com (LSE: MONY) shares could register excellent gains in 2023. They’re already up 35% so far.

With today's inflation figures out and the BOE interest rates set to keep rising times are going to get much tougher over the next 18 months. this can only mean more and more people will be needing the services of MONY.

the markets and the country are a mess but MONY is inflation proof in this environment a strong buy in my opinion.

I like this one. One of the long term 18th birthday investment stocks for my 4 year old daughter. The dividend yield is great, plug it straight back in on re-invest.

On largest volume since 12/4 which was also a large down day. 16 million traded that day, 5.4 million today

The inevitable pullback finally happens always have to wean out the weeds. So that the garden can flourish ??

Had an email from MSM this evening offering me a 12-month, fixed-rate OVO Energy tariff.
I'll be seeing what Martin Lewis has to say before signing up to anything but it seems we are seeing some green shoots as spring arrives.

lol in fairness he/she was right as it did retreat about 5% but back up now and can only see it getting stronger as the year goes on.
ex divi soon but would not be surprised for it to recover that drop very quickly.