||EPS - Basic
||Market Cap (m)
|Food & Drug Retailers
Just Eat Share Discussion Threads
Showing 451 to 472 of 475 messages
|Thank you for your explanation.|
|No, JE would cease to be listed. Depending on the terms of any takeover you might get cash or shares in the company taking over (or some combination of both) in return for your shares in JE.|
|What I mean to ask is, in the event of je being bought by Amazon (or anyone), would JE shares continue to be listed on LSE or are they then absorbed into the owner? Sorry, I am a complete newcomer.|
|I don't get you lot. unless you know something I don't, I've not seen any suggestion amazon would buy JE, whats so ever.
For the record, amazon cannot do and own everything, if they did, do, the world will be a worse place in my view. One day their journey will end with the fightback from smaller businesses.
This has to happen to maintain individuality. In the same way you have wars to cleanse ethnic groups so to become on big country, i.e Russia etc, this is no different. This is business cleanse on a mammoth scale. The fear is stagnating means businesses need to evolve at attack everything. Competition, yes, healthy, no, not really.
JE has a story. the CEO leaving may be nothing but the truth.
The question will be can they continue to grow their existing model in the food space. For me, maybe not or if it does it will be at a slower rate.
Time to expand.|
|It means you can pay extra for guaranteed next day delivery for your takeaway.|
|Sorry. I'm new to all of this. If Amazon bought JE, what does that mean for JE shareholders?|
|With no CEO is this the time for AMAZON to come in and take away JUST EAT|
|Does my takeaway taste better out of a just eat bag? No!!!! Takeaways round my area have gone right down hill! 20% to mt fat just eat! 20% less taste! 😁|
|Not sure, transition of Hungry House into Just Eat and no CEO at the helm who started the business, see neutral here|
|Yep. Hope they sell out in 2/3 years time. sub 550p decent buy imo.|
|do you think long term this is ok philo|
|do you think long term this is ok philo|
|Perception things slowing down.|
|so why is the share price falling- is 36pc not good? or is this due to profit taking-anyone please!|
|a lot of buying today is this anticipating a good update tomorrow - i am new here and wish to have an idea from long term holders what they expect? many thanks for any insight!|
|Needs to breach 600p rather than re-trace.|
|They've bought hungryhouse a loss making business, £3 billion business making £4 million.
When will this house of cards tumble?|
|Thanks a lot, very useful.|
|Seems like a very hash fall from the recent ATH 623.5 intraday to 552.5 is about 11% down. Below the 50 day MA now but not oversold. I had a Fib target at 671 and with recent broker targets 880-1000 I think I will hang on for at least that before profit slicing. Maybe 600 is too great a psychological hurdle for traders.
When I saw the SKY takeover bid last week I thought "who would replace them in the FTSE100". There was a reshuffle yesterday and without this big fall JE would have been top of the reserve list if share price over 610. #4 at present. I think maybe these recent acquisitions may be to blame. Will the hungryhouse acquisition even get past the competition authority??
Reserve List (Review 1 DEC effective 19 Dec)
Base on Mcap at Monday close
Scottish Mortgage Inv Tst
Auto Trader Group
Fib target 671
free stock charts from uk.advfn.com|
|buys are interesting, clearly.. Like any sector, once a brand gains a prominent footprint, if margins are seen as thin, there always comes a point where other competitors and possible business leave it. Investors give up or at least understand the chance has gone.
Like Facebook, is for social, no point anyone competing, Google for search etc, Microsoft for software etc there is no point spending too much money chipping £1 when you spend £10 from the competitor.
This consolidation cements my view ( I do not hold ), JE will secure its brand, globally and will become the norm for the food sector. They will still need to work hard and adapt and change their strategy for reasons I believe are clear.
They are doing well, but not as well as they could be. They do not have critical mass on the takeaway sector and not every uses their service. As youngsters grow up, they will use this service, so from here, placing a call for them is a no no, placing an order is what it will be all about. The infrastructure is there, the service is there, this is now about planning for the future.
They need these purchases to justify it current price, market cap and future growth. We will see how the evolve and develop.|
|JE. expect more UPGRADES from brokers tomorrow. (xmas parties today)
Just Eat broker views
Date Broker Recommendation Price Old target price New target price Notes
15 Dec 16 Jefferies International Buy 600.25 1000.00 1000.00 Reiterates
25 Nov 16 Deutsche Bank Buy 600.25 - - Reiterates
24 Nov 16 Goldman Sachs Conviction Buy 600.25 760.00 880.00 Reiterates|