Just Eat Share Discussion Threads

[hpcg] 25/8/2016 22:03

There go the tulip prices. Almost infinite interest free VC money available to a multitude of competitors.

[loafofbread] 25/8/2016 13:54

Barclays Capital downgrade.

[dangersimpson2] 25/8/2016 13:52

Just high momentum stocks going into reverse today. When something is on a P/S of 12 then price moves either way are always exaggerated since so much of the value is in the future unknown performance of the business and small changes of assumptions have big impacts. Most people just end up following the short term momentum which then exaggerates the moves.

[analyst] 25/8/2016 13:33

What gives ??

[hpcg] 17/8/2016 14:49

The Rocket subsidiary in this space, and JE, have been dividing up the world so they have oligopolies rather than competing head to head. This cuts out the cost of competition, for example not having to be so aggressive on price or advertising. I still think that an aggregator works against the interests of the establishments themselves and that more will transition to their own app based on one of the many platforms, for example

[homerdude] 17/8/2016 09:24

Philo, I think ISA knows that. My question is the same, but what fundamentals have changed. Maybe it's a question of wanting to collect cheap stock before.

[philo124] 16/8/2016 17:23

Thank you. They pay Restaurants fortnightly now instead of monthly.

[analyst] 16/8/2016 17:04

JE Business Model

Connection fees
Restaurants pay a one-off fee to join the JUST EAT network. The pricing of connection fees varies with geography, depending on market maturity. In the UK it is a one-off charge of up to £850 (depending on geography). Other countries may pay an annual fee e.g. Denmark.

Commission
Commission is charged to restaurants on the value of successful orders placed by consumers. The rate charged varies by country - 12% in the UK.

Payment card/admin fees
A small fee is charged typically on orders paid for by card. Restaurants can choose to pass this fee on to the consumer.

Top-placement fee and other revenue
Restaurants can choose to pay for additional services such as promotional top- placement and branded commodity products like menus, delivery boxes, which JE can supply at lower prices. Top-placement fees are charged to restaurants who want to be listed in one of four clearly-labelled sponsored slots at the top of search results in a particular postcode. By paying this fee, the restaurant secures a top- placement slot for a particular postcode for a period of up to 12 weeks.

[philo124] 16/8/2016 16:20

Because they are now long.

[isaready] 16/8/2016 16:08

why are they saying worth £10. Not long ago they were talking or shorting this at £3.50.

[isaready] 16/8/2016 16:07

missed the spike.

One question,

I'd like to know JE business model for merchants. I assume its not a secret, meaning if I was a takeaway what would the process be:


1) They contact JE and apply to join?
2) JE send paper work with standard pricing? Is it 10% fee plus a standard charge for the platform?
3) Merchant suscribed, receives a sign and live date.
4) Merchant uploads a list of products or select from their database?

Does anyone know the facts?

[philo124] 16/8/2016 10:34

Post 367 verified by broker. Great!

[philo124] 16/8/2016 09:45

Thanks, nice 8k paper profit at the moment.

[enami] 16/8/2016 09:10

Jefferies International today reaffirms its buy investment rating on Just Eat (LON:JE.) and raised its price target to 1000p (from 550p).

[philo124] 12/8/2016 08:16

Hopefully £6+ soon if market holds up.

[philo124] 03/8/2016 11:25

Moving on up.

[philo124] 30/7/2016 17:20

810P target Morgan Stanley.

[3rd eye] 29/7/2016 17:09

I suggest you have a look at shorters closing out. Its on the FAR9 thread. And this was before results.

I reckon the figures will start coming in from tuesday of more running for the exits.

BEWARE.

[loafofbread] 29/7/2016 16:53

Odds on favourite for a placing to raise a bit of cash!

[3rd eye] 29/7/2016 15:43

Just Eat PLC 34.5% Potential Upside Indicated by Deutsche BankPosted by: Katherine Hargreaves 29th July 2016

Just Eat PLC with EPIC/TICKER LON:JE had its stock rating noted as ‘Reiterates217; with the recommendation being set at ‘BUY’ today by analysts at Deutsche Bank. Just Eat PLC are listed in the Consumer Services sector within UK Main Market. Deutsche Bank have set their target price at 725 GBX on its stock. This would indicate that the analyst believes there is a potential upside of 34.5% from the opening price of 539 GBX. Over the last 30 and 90 trading days the company share price has increased 134 points and increased 164.4 points respectively.

Just Eat PLC LON:JE has a 50 day moving average of 453.56 GBX and a 200 Day Moving Average share price is recorded at 425.90 GBX. The 52 week high share price is 553.5 GBX while the 52 week low for the stock is 319.6 GBX. There are currently 676,278,777 shares in issue with the average daily volume traded being 3,267,423. Market capitalisation for LON:JE is £3,713,717,375 GBP.

Just Eat PLC operates a digital marketplace for takeaway food delivery. The Company’s segments include United Kingdom, Australia and New Zealand, Established Markets and Developing Markets. Established Markets includes Benelux, Canada, Denmark, France Ireland, Norway and Switzerland. Developing Markets includes Italy, Mexico and Spain. It provides consumers a way to order and pay for food from local takeaway restaurants (TRs).

[philo124] 28/7/2016 16:47

Canaccord 625p target reiterates.

[cat] 28/7/2016 14:50

nice quiet thread... says it all.

[philo124] 28/7/2016 10:03

Cracking. Doesn't normally. Holding for 650p.

[funkmasterp12] 28/7/2016 08:49

Lift off this morning! Wonder if that'll hold...