Share Name Share Symbol Market Type Share ISIN Share Description
Just Eat LSE:JE. London Ordinary Share GB00BKX5CN86 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -4.00p -0.51% 776.00p 775.50p 776.50p 785.50p 774.00p 777.00p 1,789,503 16:35:10
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food & Drug Retailers 375.7 91.3 10.7 72.5 5,273.42

Just Eat Share Discussion Threads

Showing 501 to 522 of 525 messages
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walbrock82 - Just Eat do not deliver food at all, they are just an aggregated online menu and ordering system. Uber Eats and Deliveroo are the delivery platforms. In both cases the end customer is subsidised by the restaurant, the delivery agent and the investors in the intermediary. Consumers will not pay the true cost of delivery. To me there are two big risks to JE, which are possibly correlated. The margin takeaways give to JE is their entire profit, they might be better off pulling out. This is more likely in a recession, where volumes decline across the board. This makes it a cyclical stock. Whilst it has diversification across geographies the UK is by far the main contributor. I agree with your analysis on investor sentiment. It is far too rich for me, and in general I am looking to short when the time comes, which I don't think is yet.
Can it stay at this price.
surelyt, all they are going to do is merge operations into the HH brand, which is why it appears on the same as je. and then start building the business with multiple brands globally. I am sure.
Hungryhouse takeover bid approved.
At over £5.2bn, the market has pushed Just Eat to new heights causing PER to rise to 75 times. Brokers have forecast by 2019 will cause PER to fall to 24 times (based on EPS rising to 29 pence). With the successful implementation of grabbing the necessary market share to make a dent in their individual market, Just Eat will focus on generating profits and sustainable company growth. The problems with investing in Just Eat is I feel the shares are at least one year ahead of their time which will cause it to trade sideways. But, most importantly at £5.2bn, the potential to increase in market size will be limited. Here are a couple of things investors need to pay attention to when Just Eat gets larger: 1). With a PER of 75 and growing, it is no longer the size of their profits that matters, but the rate of growth. For example, if Just Eat made £300m in net profit but the growth rate fell to 5% Just Eat shares will fall. However, if it grew by 25%, the shares are likely to rise because the rate of profit growth is more important. 2). The decrease in commission fees per order will harm operating margins. A potential 30% drop in fees per order could wipe their profit margin even if they make more sales. Finally, I like Just Eat business model and the simple concept of delivering food. Done on a big scale, their operations become more efficient. If you are thinking about buying Just Eat and holding the shares for more than ten years, then it is a worthy investment. Right now, the shares are fairly valued given their high growth potential. For full analysis and charts of Just Eat, click
Andy, That's a 50% rise? What metrics have they provided to suggest there next year end results range.
Gladly the share price came down. I'm adding in small amounts at every fall. I expect it to be in 4 digits next year. UK growth is strong but international revenue may surpass UK Revenue next year that should increase growth further IMHO.
3dwd - no more uber, since when did uber affect JEs business, generally speaking. Is Je. offering food service or delivery, or both. Whatever they offer, inmy view there is room for both if its food or delivery. Sooner or later the throwing money will stop and the markets will mature. JE and Uber locations in terms of resturants are different. A JE takeaway slot does not have a Uber banner on it it and visa versa.
No more uber in London... Good for just eat
Agree, read the chart again. Looks like it will touch 550p IMO
Exited my position on Friday. Chart still not looking good.
tpaulbeaumont - 31 May '17 - 03:18 - 460 of 484 0 0 Edit [...] That 717 shows as 725, with 850 a long shot outlier doink :)
Have taken a small short position in this. Says nothing about the company but price action and volume are very negative.
Very disappointing here. Sold out for a small profit after having sold one quarter of my holding at 650 on the way up in May. Overall pleased with my gain. Switched to UU.
The price is a bit off again today which I think is a combination of "buy the rumour, sell the fact" mixed with maybe a little disappointment that the full year earnings guidance wasn't increased, although revenue was, by about 4%. This should be seen in the context of a 30% run up in the price from about 550p to over 700p in the last six weeks, fairly spritely for a £5bn market cap company, which left it on a 2017 PE ratio of over 40. So maybe the price got ahead of itself? Looking at the results, I think the business case still looks extremely exciting. UK growth is definitely moderating with growth rates well down compared to 12-18 months ago. This is probably mostly due to the law of large numbers. Still, UK growth of 27% is nothing to grumble about. When you consider that the oldest market, Denmark, is in its 16th consecutive year of order growth, you can only remain optimistic about the future potential of the business model. One slightly adverse area is the "Established Markets" section which saw large revenue growth but EBITDA declined. This was due to investment in the recently acquired Skip the Dishes business in Canada (flagged at the time to be dilutive to 2017 and 2018 EPS) and also significant investment in France to activate secondary cities and reduce reliance on Paris. Developing Markets losses reduced significantly and Brazil, which is accounted for as an associate with 32% ownership, is growing very strongly, as is Australia and NZ segment. Overall I am happy and extremely confident for the medium term. I think the share price has possibly run a little ahead of itself over the last few weeks but there are plenty of broker price targets around the 900p mark (e.g. Goldman Sachs). JE will probably enter the FTSE 100 at the next review. Considering the disruption caused by the loss of the CEO and Exec Chairman during the period, within a matter of weeks of each other, the ship has remained remarkably steady and I think this shows the benefits of this type of business. The new CEO, Peter Plumb, previously of Moneysupermarket is a good hire IMO.
Same here, can't see any negative news in the last few days?
This makes no sense, a fantastic report yesterday yet the market has reacted like this?
Disappointing market reaction. Peel Hunt Reiterates Buy target 895p
Financial Highlights · Revenues up 44% to £246.6 million (H1 2016: £171.6 million), up 38% on a constant currency basis · uEBITDA1 up 38% to £73.6 million (H1 2016: £53.4 million) · Orders up 24% to 80.4 million (H1 2016: 64.9 million), like-for-like2 orders up 25% · Profit before tax up 46% to £49.5 million (H1 2016: £33.8 million) · Basic earnings per share ("EPS") up 49% to 5.5p (H1 2016: 3.7p) · Adjusted basic EPS3 up 39% to 7.8p (H1 2016: 5.6p) · Cash generated by operations up 35% to £68.1 million (H1 2016: £50.4 million) Strategic and Operational Highlights · Sequential improvement in the UK year-on-year order growth rate in Q2 · Continued strong momentum across our international markets, including SkipTheDishes in Canada · Processed orders worth £1.5 billion for our Restaurant Partners up 36% (H1 2016: £1.1 billion) · Active Users4up 19% to 19.0 million (as at H1 2016: 15.9 million) · Orders via mobile devices accounted for 75% of total orders (H1 2016: 70%) Outlook Revenues for the First Half were ahead of management's expectations. Reflecting this more positive outlook for the Group, we are pleased to raise our revenue guidance for 2017 to between £500 - £515 million up from £480 - £495 million. In line with our strategy, we intend to reinvest this revenue outperformance into additional profitable growth opportunities, including further building on the momentum within the business and increased collaboration with branded UK restaurants. Therefore, uEBITDA1 for the Full Year is still expected to be between £157 - £163 million." Onwards and upwards :)
I've bought in to JE. having done my research over the last couple of weeks. It is a real success story that I think has a long way yet to run. Looking for north of £10 as an exit price.
Is this now built in as the trading update had the figures ?
panic investor
Results on Thursday. I just went out to get a coffee at McDonald's, one of their new style "restaurants" and while in the queue to pick up was standing next to a huge TV screen with advert for UberEATS Does anybody know how much competition this lot will be? I checked the UberEATS website and there are 13 restaurants/takeaways in my locale displayed.
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