Just Eat Share Discussion Threads

[philo124] 20/7/2016 09:29

Good disposal.

[philo124] 18/7/2016 15:45

500p in reach.

[philo124] 03/7/2016 11:13

Good recovery.

[philo124] 24/5/2016 18:30

Heading for 500p.

[philo124] 19/5/2016 07:48

Good note from Berenberg, 550p target yesterday.

[philo124] 13/5/2016 08:59

Canaccord 625p this am.

[thomasthetank1] 03/5/2016 11:58

Read Panmure Gordon & Co's note on JUST EAT PLC (JE/), out this morning, by visiting hxxps://www.research-tree.com/company/GB00BKX5CN86
"Just Eat has made a strong start to FY2016 with total orders increasing +57% (+41% LFL) through the first quarter over the comparative period. This update should help mitigate negative sentiment and provide a catalyst for the stock to realise its fundamental worth. We therefore retain our ..."

[philo124] 03/5/2016 07:48

Goldmans have a better bet.

[liquidkid] 21/4/2016 15:14

Should be some fireworks a few weeks away

Short interest peaked at 5.74% in early March and is now 5.02%, according to
the FCA. Carve Capital, Coatue Management, Valinor Management, Route One
Investment and Jericho Asset Management all have negative bets on Just Eat.
Goldman Sachs has a price target of 700p.

[iamnoone] 16/4/2016 18:10

Still in. I think the business has considerable growth potential.

[philo124] 16/4/2016 06:40

Everyone sold here.?

[iamnoone] 11/3/2016 18:39

I wonder if the management see some turbulence ahead with the share price being over valued.

[philo124] 09/3/2016 12:26

And the mkt cap of the company.

[transishi] 09/3/2016 10:31

To be fair both the ceo and cfo had been at just eat for over 8 yrs? You could always say wait another 6months if the shares are going up but you have to cash in at some point, the management here seems stable at least and has a vested interest in terms of how long they've worked to build the company

[philo124] 09/3/2016 08:23

5 year deal, supplements their relatively modest salaries.

[berkhath] 07/3/2016 21:10

Stupid to think it will disappear. Just Eat will stay for a while and position strongly. HOWEVER, current valuation is stupid. Cannacord hasn't got a clue. Conflicting interest here.185-200 right price for this stock.

[philo124] 07/3/2016 18:35

Canaccord 625p from 595p, today.

[breaktwister] 07/3/2016 17:13

Short to 0. JE will be finished in 5 years. Horrible business adding very little value other than "app ordering" for people too lazy to ring their fav takeaway.

[tpaulbeaumont] 05/3/2016 18:49

tpaulbeaumont - 25 Aug 2015 - 08:54:43 - 228 of 335
for the moment model shows significant support lies at 325, 282.5 and around the 232.5 gap



low came in at 325(320 low tick) and its bounced 110 thus far, ST resistance levels now lie at 440, 460 and 470

[hpcg] 05/3/2016 09:43

Wow. I had a potential retest of 500 on the cards, but the CEO and CFO have basically cashed out at 400. SP500 close suggests the rebound in risk will at least moderate IMO. Looks good to short again, but with a watchful eye on continued strength.

[philo124] 05/3/2016 09:39

Good spot. Perhaps to meet institutional demand. lol

[molatovkid] 05/3/2016 09:15

despite what the technicals charts say its hard to argue with the main men dumping stock.....can see some weakness Monday

[loafofbread] 04/3/2016 20:20

To back up my post the two chiefs have just dumped 3/4 of their holdings.

Something stinks in the Just Eat kitchen!

[loafofbread] 04/3/2016 13:57

In Exeter all the quality restaurants have waited for Deliveroo to expand and have signed up to them.

Just Eat has all the 2nd tier curry houses, pizza and kabab shops.

Having picked a number of these at random and asked for a bit of feedback you get the response that the signing on fee is to high and the rewards to low.

A number won't resign.



This is not a rightmove concept and is overvalued.