Just Eat Share Discussion Threads

[drey34] 07/6/2015 05:13

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[mbmiah] 06/6/2015 19:37

Now is the time to buy a tranche

[bigboots] 21/5/2015 09:22

Bookbuilding complete - all shares placed

Quite amazing the appetite here

[liquidkid] 11/5/2015 08:59

Is buying menulog one burger topping too many? by going into the antipodes they have stacked it up with beetroot, grated carrot, pineapple, egg or even tofu and peanut butter. It sure is turning into a Mc messy meal but wait this is going to mean another year of 100% growth.

[pollnagorm] 08/5/2015 16:49

The board are fully supportive of the T/O but will not be participating in the placing, that means they think other shareholders should take all the risk and they will play it safe, a bit of hypocrisy there, put your money were you mouth is.

[asagi] 08/5/2015 11:08

and how much would Google expect Just Eat to hand over for such a service?

[priteshpatel9] 08/5/2015 10:16

Note: US only first.

[priteshpatel9] 08/5/2015 10:16

Google now allowing you to order right from its search results - option will become available to choose Just Eat:

[supreme mo] 08/5/2015 07:26

Good day to announce a possible fund raising...

[twixy] 07/5/2015 20:35

Posted a fresh short at 499p having bottled it at 460p; I suppose the meek get a second chance ;-)

[asagi] 05/5/2015 12:36

here we go, afternoon buyers.

Asagi (short JE.)

[asagi] 05/5/2015 09:33

like-for-like sales growth of +47%. Last time they reported, just three months ago, it was +50%.

"ongoing investment in marketing, staff, technology"

that reads like a reference to increased costs, going forward.

Asagi (short JE.)

[supreme mo] 05/5/2015 07:54

Impressive % but where are the £ and pence value to the company. For a 2bn plus co i would expect these figures to be included in the RNS imo.

[twixy] 30/4/2015 21:23

Cheers guys - it looked too good to be true - was slightly put off my such a quiet BB - actually helped me delay, hence the lucky timing!

[asagi] 29/4/2015 19:51

echoed supreme mo, good timing twixy - hat doffed.

Asagi (short JE.)

[supreme mo] 29/4/2015 19:29

Good timing twixy... took the biscuit there!! I couldnt beloeve what i was seeing when it motored up to nearly £5.

[asagi] 27/4/2015 19:11

agreed Twixy - £30 a month sounds too cheap. But your figure sound more like it. 1 day config and then a bit for maintenance with the likelihood the developer takes any card charges.

Asagi (short JE.)

[twixy] 27/4/2015 16:14

Adagi - sounds much cheaper than the ones I researched; they were £499 one off development and £60 per month.

[asagi] 27/4/2015 11:02

a local takeaway owner told me has was offered his own app for £30 a month. Currently, he loses half his margin to a JustEat sale.

Asagi (short JE.)

[supreme mo] 27/4/2015 09:19

Twixy. Cannot disagree with your logic. This is just nuts valuation imo.

[twixy] 27/4/2015 09:15

Opened a small short at 494; will add if it nudges higher still. It seems like there are numerous app developers providing bespoke solutions for small restaurants, which would potentially impact JE's business model - once that gathers momentum it will stunt the growth potential of JE.