Just Eat Share Discussion Threads

[cryptotrade] 11/10/2018 08:16

This time,If you look at all stocks, most are down, it's time of year. However it's a time to wait, buy and trade on the run up to xmas.

[cryptotrade] 10/10/2018 20:21

Some trading at the mo

[this_time_its_different] 09/10/2018 17:25

BREXIT DEAL TO BE MADE BY MONDAY NEXT WEEK, says sources. £ is moving up as we speak.

[this_time_its_different] 09/10/2018 15:36

Just Eat is not going out of the FTSE 100, it is a very strong buy. I put a £10 target on this stock, this time next year. Once the £ moves up after brexit, people who buy now are going to be very rich. STRONG BUY

[this_time_its_different] 09/10/2018 15:12

Come on countless, go short Just Eat now, we'll see how long you will last. You want to short a stock when it has been severely oversold? Go on then, be my guest.

[this_time_its_different] 09/10/2018 14:57

The pendulum will swing fast on this stock after earnings. We will have a Brexit Deal by then as well, I DARE you to go short on this stock now.

[this_time_its_different] 09/10/2018 14:31

You have something called earnings to look forward to on november 1st. My guess is they destroy earnings, given how low the bar has been set now and you get stop loss out. Do you really think this stock will move from 890p to 381p? They would need to basically have to have declines in orders for that to happen. Go short again if you want, 381p is a long way away from the current price.

[countless] 09/10/2018 13:46

I have and already in profit! Stop loss now means I can sleep at night and will move to max profit in due course. Stockopedia has a valuation of 381p relative to sector. Lower on other valuations. If this gets booted from FTSE 100 then we will see a large drop.

[this_time_its_different] 09/10/2018 13:29

Brokers have 900p price target on this, it's been oversold, like I said, if you want to short it, go ahead. Put your money where your mouth is.

[this_time_its_different] 09/10/2018 13:23

Who is going to download a 100 different apps on their phone just for restaurants. The stock is oversold because of brexit. It has come down from 890p, if you want to short it now be my guest, but you will get BURNT. STRONG BUY.

[countless] 09/10/2018 11:12

I don't think this is a strong buy. More of a strong sell due to competition and high costs. If you are a restaurant you can easily set up your own app to help deliver your food. Google Just Eat fees and you will see a massive amount of criticism. Ptofits will be squeezed, at a time of high expenditure, and on a high valuation there is just one way to go. This share smacks of twitter - more of the same in a crowded market that is probably nearing saturation point.

[this_time_its_different] 09/10/2018 09:19

Why is it dropping so much? STRONG BUY

[countless] 08/10/2018 14:43

At £5.87 this is out of the FTSE 100

[countless] 08/10/2018 14:40

Interesting article from Money Week:-
The online takeaway platform has gobbled up as much of the market as it can.

After a long day many of us can’t be bothered to cook or go out to a restaurant. So we succumb to temptation and order a takeaway. One firm that has managed to take advantage of this is Just Eat. It is an online portal that connects users with a range of local takeaways. Unlike some of its sector rivals, it doesn’t do any delivering itself, which has helped it evade the controversy over employment practices. But its platform makes it easier for consumers to see what’s on offer and helps restaurants drum up business.
Up until now, this model has worked a treat, with revenue growing almost 19-fold from £34m in 2011 to £658m this year. Its emphasis on not getting involved with the mechanics of delivery means it has very high margins and needs very little working capital, allowing it to generate £150m in free cash flow.
Given this strong performance, it should come as no surprise that the shares have also done very well, with Just Eat joining the FTSE 100 last November. Had you bought the shares when they had floated and then sold them in February 2018, you would have nearly quadrupled your money.
Getting indigestion
However, the past seven months haven’t been so kind to the company, with the shares sliding by a quarter. Growth in both overall sales and the number of restaurants it has deals with has slowed. The company thinks this is only a consequence of the unusually warm summer, but a more likely explanation is that there is a limit to the number of takeaways people are willing to order, especially in an age where we are increasingly concerned about obesity, and trying to eat more healthily.
One obvious way to keep the company growing would be to expand the range of offerings to include more upmarket restaurants. The problem here, however, is that rival services such as Deliveroo and Uber Eats – rumoured to be in talks to merge – are working hard to forge exclusive deal with chains, taking advantage of the fact that they can organise deliveries.
One of the reasons I am not keen on Just Eat is because delivery times can be extremely variable. While Just Eat has floated the idea of getting involved in deliveries, it will take time for them to catch up with their competitors.
At present Just Eat is pinning its hopes on expansion into other markets such as Spain, Italy and Mexico. However, this is likely to be difficult, especially since the other online delivery firms are all trying to do the same thing.
Even if it manages to fend off the competition, Just Eat (LSE: JE) looks overpriced on a 2019 price/earnings ratio of 28. We therefore suggest you go short at the current price of 660p at £3 per 1p (IG Index has a minimum of £1 per 1p). We recommend you put a stop-loss at 825p. This gives you a potential downside of £500.

[cryptotrade] 08/10/2018 08:57

I'd not be sad. It's called trading it's a great stock to trade. Simple as that. I'd not worry about the chart, up down no worries. It's making money.

[arja] 08/10/2018 07:11

chart shows clear downtrend and target of 600 sadly

[cryptotrade] 02/10/2018 14:34

It's just time of year. Simple as that. A good trade. So trade

[this_time_its_different] 02/10/2018 09:51

If this is because a future drop of low skilled migration it's stupid, just eat are still printing money, wake up mr market.

[this_time_its_different] 02/10/2018 09:42

890p to 645p. Surely this is a buy? Or am I missing something. Way way way oversold.

[this_time_its_different] 02/10/2018 09:19

STRONG BUY EITHER WAY

[this_time_its_different] 02/10/2018 09:15

Share price moves from 890p to 650p and the board says nothing lol.

[this_time_its_different] 02/10/2018 09:01

Still dropping? Amazon should buy Just Eat.

[cryptotrade] 26/9/2018 11:58

don't be surprised one day

[cryptotrade] 26/9/2018 08:23

I disagree. Big moves are from anything. A reason to create a new entry exit point.