Just Eat Share Discussion Threads

[twixy] 24/4/2015 10:16

Agreed; seriously tempted for my 1st ever short - the valuation is incredible for a business model that can be replicated so easily.

[supreme mo] 24/4/2015 08:02

Can't believe the rise here given high PE and recent Director sales!

[twixy] 20/4/2015 23:00

Mbmiah - have you not been tempted to develop your own app; surely it must be cost effective?

[mbmiah] 18/4/2015 20:57

Justeat machines have been hacked - all machines are showing "off-line"Sales will be affected, as this is a constant issue at my chain of take away restaurants. See what happens in the next interims. DYOR

[effortless cool] 24/3/2015 16:30

And still waiting for that Afren bid ...

bigboots - 13 Feb 2015 - 15:37:07 - 154308 of 166102

SEPLAT TO GO HOSTILE AT 50P PER SHARE

Remember they had to offer higher than the closing price when the bid was announced

Walk away then come back with a hostile bid

[bigboots] 24/3/2015 16:13

Hearing an offer of £4.50 per share from a private equity group

[sphere25] 24/3/2015 15:40

Market cap of approx. £2.15 billion @ 375p vs operating profit of £19 million.

Paying 113x operating profit!!

If you're investing up here, you're mental.

Three holding statements today - they're all dumping. I bet the likes of Index Ventures can't believe their luck.

Wonder who the stupid fund manglers are buying up here.

Big crash to come when reality sets in.

Sphere - will be building shorts as the valuation gets dafter

[asagi] 17/3/2015 10:52

my error, above.

We don't get any figures on customer quittings.

Well done to all brave longs...

echoed supreme mo.

Asagi (short JE.)

[supreme mo] 17/3/2015 09:50

Market seems to like results but seems high PE and market cap seems nuts!

Well done to all brave longs...

[asagi] 17/3/2015 08:15

Restaurants signed up:

expansion of the restaurant partner network where we added over 4,500 new takeaway restaurants to the platform during the year (2013: 4,700). Included within this number for the first time are over 1,000 new restaurants signed as part of our trial to expand our offering to include collection-only restaurants

does this mean that for revenue growth to increase they need to increase prices? We don't get the number of net additions.

revenue growth is forecast to moderate. No mention of competition. I don't feel too comfortable being short here!

investment in marketing, which continued to grow with an increase in total spend of 42%

but as a portion of revenue it is down from 21% to 18%.

Hmmmm.

Asagi (short JE)

[bigdazzler] 11/3/2015 11:04

Yum yum thanks just eat for another healthy trade just closed out for over 5% in around 2 weeks trading.

To close for prelims for me to stay in but short term chart could still go lower I'm just taking my money and running.

My celebrate with a takeaway tonight. Any good restaurants you could recommend lol.

[bigdazzler] 05/3/2015 11:57

Yep, so let's see the price get pulled down.

Just eat you know you want to go down further stop trying to resist you will only make matters worse in the long run lol.

[srichardson8] 04/3/2015 10:08

Pro
exceptional revenue growth
strong and presumably highly leveraged margins
strong broker support and TPs
great chart
international expansion
strong (very) cash position, debt free
good recent update
Anti
with a mkt cap of just under £2bn and forecast net profit of £40mn to 12.16 forward estimated p/e x50 very demanding
existing holdera selling
seems a very easy business? i.e. weak barriers to entry (e.g. Deliveroo?)

Looks a bit rich for me, am I wrong?

[bigdazzler] 26/2/2015 13:08

Well just eat, on the short term horizon i don't know about a 'just eat' it's a just short for me.

Let's see this price fall.

[addison17] 18/2/2015 09:52

ahhh Broker upgrade by Barclays, target 450p. Nice

[addison17] 17/2/2015 09:07

very quiet board this one, up nearly 5% this morning, heading in the right direction.

[naos] 14/1/2015 21:25

If share price can break above 3.50, we might then see a quick shift up to £4.(Assuming no market crash happens.)

Looking forward to the full year results in March.

[supreme mo] 14/1/2015 08:52

Yes Naos but no financials to go with these numbers.

For a 1bn plus company I would expect to see more information than is contained in this update.

[naos] 14/1/2015 08:01

Orders increased by 52% to the end of December 2014 as compared to the same period in 2013. That'll do nicely, a bit more detail would have been nice though.

[equalibrium] 14/1/2015 00:12

Seems to be very quiet on here considering news is due on full year trading - I sold out just incase with a nice profit but after Boohoo getting slaughtered for a 25% increase JE has to show good numbers or it will get shorted by the masses