Just Eat Share Discussion Threads

[georgeallison] 28/7/2017 08:17

This makes no sense, a fantastic report yesterday yet the market has reacted like this?

[enami] 27/7/2017 11:28

Disappointing market reaction.

Peel Hunt Reiterates Buy target 895p

[from8to800] 27/7/2017 07:15

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 :)

[wiltshireram] 26/7/2017 08:19

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.

[panic investor] 25/7/2017 10:03

Is this now built in as the trading update had the figures ?

[enami] 24/7/2017 07:29

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.

[from8to800] 19/7/2017 16:45

What a comeback. Very bullish sign, imo.

[stamford hill] 19/7/2017 14:34

Thanks hpcg. So they have 6 months to decide how and who there going to charge to get that revenue back. I'm sure they would have been thinking about such an event..

[philanderer] 19/7/2017 13:24

13% of revenue from card fees.

[penycae] 19/7/2017 11:57

AQR.
From 718 this was a no brainer. Lots of gaps in the chart.

[hpcg] 19/7/2017 09:55

I imagine this is on the credit card news, the 50p they add on top which they will no longer be allowed to do come January. Many organisations had already cut this charge.

[georgeallison] 19/7/2017 09:53

Surely now is a perfect time to top up on this share.. a totally unjustified drop for no apparent reason at the moment!

[stamford hill] 19/7/2017 09:46

Apparently a take away owner "oop north" is taking them to court. Nothing story in my opinion. Should bounce nicely. Unjustified drop..

[georgeallison] 19/7/2017 09:38

Anyone any news on the sudden drop?

[from8to800] 18/7/2017 17:09

Big volume up day, my favourite. I guess institutions are expecting favourable results on the 27th.

[kitbag1984] 17/7/2017 21:39

Could JE be a takeover target?

[enami] 13/7/2017 16:10

this is going well. Through to new ATH

results in 2 weeks

[ragehammer] 31/5/2017 14:09

Peel Hunt have put out an initiation note this morning, quite bullish with a 895p price target.

[citywired] 31/5/2017 11:49

JustEat don't really need to acquire HungryHouse. Save the capex, grow organically, forget the £6m.

Otherwise they are overpaying for an inferior competitor that is not as competitive anyhow. Natural attrition. The regulator blocking this could be a blessing in disguise.

[tpaulbeaumont] 31/5/2017 03:18

That 717 shows as 725, with 850 a long shot outlier

tpaulbeaumont - 11 Mar 2017 - 05:02:45 - 452 of 460
Assuming a new high there res at 642.5 and 717.5

tpaulbeaumont - 05 Mar 2016 - 18:49:54 - 335 of 460
low came in at 325(320 low tick) and its bounced 110 thus far, ST resistance levels now lie at 440, 460 and 470

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

[enami] 30/5/2017 18:09

Will be on the reserve list for promotion to the FTSE100 after tomorrow's review.

#4 on the FTSE250 at today's close. G4S and SEGRO in line for promtion and the next six go on reserve list.

One company to be promoted if/when the SKY takeover is completed later this year.

[enami] 26/5/2017 14:30

Going very well here. Hit my chart target and I profit sliced at 652.

Next upside target 706, maybe it will get there if the hungryhouse acquisition goes ahead. I have seen quite a few adverts on TV lately.

hungryhouse.co.uk is a UK-based platform for the online ordering of takeaway food owned by German company Delivery Hero. The value of the gross assets of hungryhouse as at 31 December 2015 was GBP5.0 million and the losses before tax for the year ending the same date were GBP13.1 million.


free stock charts from uk.advfn.com

[citywired] 10/5/2017 17:00

GS research is on subscription. It was 920p but they just did a minor revision to 900p. The highest recommendation however is Jefferies, who have a target price of 1000p. Consensus is 705p.

Today's dip over the watchdog's enquiry is an interesting price point.

Overall I like the fundamentals. FCF is strong, and EV/EBITDA has gotten cheaper as the business scaleably converts online traffic into revenues.

[lampran] 02/5/2017 10:20

more from the guys at research tree hxxps://www.research-tree.com/blogs/news/just-eat-shares-stumble-despite-growing-sales

ragehammer, where did you see that/ seems v high