Updates and Ideas

Gocompare.com - Acquisitions boost growth

August 2018

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Companies who use disruptive technology to make consumers’ lives so much easier have been in vogue with investors ever since lastminute.com changed the shape of online travel bookings early in the new millennium. The new wave, led by Moneysupermarket.com, Just Eat and Auto Trader, have similarly rewarded shareholders with multi-bagger gains but the one that currently has the legs for a big upward push is price comparison firm Gocompare.com, best known for fictional moustached Italian opera singer Gio Compario exhorting consumers to go compare their car and household insurance. That’s exactly what the time-poor masses have done with the number of interactions (those seeking a quote) on its website rising from 21.2m in FY&rsquo ...

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Cake Box - IPO spikes to large premium

TMI Trader Portfolio - August '18

GoCo Group - Bid approach at 136p-a-share (January 2021)

GoCo Group (September 2019)

Gocompare.com - Chairman buys nearly 18m shares! (April 2019)

Gocompare.com - Price comparison group heavily over-sold on prospective PE of 7.8 (January 2019)

Gocompare.com (October 2018)

Gocompare.com - Marketing margins jump 230 basis points (April 2018)

Gocompare.com - Acquisition means upgrades are likely (February 2018)

Gocompare.com - Rejects bid approach but another is likely (January 2018)

Gocompare.com - Marketing margin leaps 5% (September 2017)

Gocompare.com - Terrific demand profile for price comparison website (May 2017)

Gocompare.com - Price comparison site hoping to emulate Moneysupermarket.comâ€™s success (April 2017)

With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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