Just Eat Share Discussion Threads

[cryptotrade] 20/11/2018 09:33

Yofp it may hold 5.27, but looking at the market it may not for now.

When it bounces it will bounce hard but may move towards £5.

[cryptotrade] 20/11/2018 09:25

At these levels JE will become a Take over target .

[cryptotrade] 20/11/2018 09:18

no matter wat we think, it will simply follow the trend. nothing we can do, but what it will do, is create a new buying opportunity during December ad Jan with a great rally in the new year. The bear market has not started, but if you look all around you, the trend is down, all stocls are down. its how it is. you can't fight that trend no matter how good the company is.

Sooner or later it will bounce, but looking at £5, sure its low, but that's the opportunity. Imagine a nice 50% bounce, that's the money.

[cryptotrade] 20/11/2018 09:05

It's just time of year

[countless] 20/11/2018 08:48

527 has gone

[countless] 19/11/2018 22:47

Shorts moved up a little on 6 and 11 November.

[this_time_its_different] 19/11/2018 13:40

In house delivery will always be cheaper over Deliveroo, with JE you pay 50p and get free delivery, with Deliveroo you are paying £4 for delivery. JE wins hands down. STRONG BUY

[this_time_its_different] 19/11/2018 12:33

I'm holding either way for a long time, probably 10 years plus, the company is going nowhere. We just had a multiple contraction because of competition, which is strange since the competition is not strong outside chains. Just Eat is the future, but they need to build a stronger economic moat.

[yopf] 19/11/2018 12:19

Confusing stock this one....just had a buy signal on the 3m chart. The last time this happened was 14th November.

[this_time_its_different] 19/11/2018 10:16

JE need to get all the chains on board, it is always cheaper to order from JE as delivery is not outsourced (generally) compared to Deliveroo or Uber Eats. I am surprised it took till 2017 for them to consider chains, they should have acted sooner. I see Burger King, Subway and KFC. Where is McDonalds (and the rest)? JE can co exist with Deliveroo and Uber Eats, I don't see why it is an either or situation. The stock is seriously oversold. I would not be shorting at this price either way. Brexit needs to clear and this stock will shoot up for surel

[yopf] 19/11/2018 10:14

I'm now out as I'm not confident (in the short-term) but I'll be back.

[yopf] 19/11/2018 10:12

I really thought JE would hold at 550. There seemed to be a delayed opening with a gap down....wonder why?

[yopf] 19/11/2018 10:10

This_time - I think the investment in SA is enough to cause a little uncertainty and when there's less than positivity then people sell and wait for a buy signal.

[this_time_its_different] 19/11/2018 10:06

STRONG BUY either way, stock is way overdone. People have been panic selling based on Deliveroo which doesn't deliver to 80% of the UK and Uber Eats which has the poorest customer management team in the world.

[this_time_its_different] 19/11/2018 10:03

Why is there is a 50% drop in a bull market, where the company is market leader? Makes absolutely no sense. Earnings were good as well.

[yopf] 19/11/2018 09:49

There's support at 527 and 497...let's see if we can get a bounce off either of these levels

[yopf] 19/11/2018 09:46

Seriously though.....JE needs to hold here otherwise it's 500 in the short term and could even drop to 50% fibonacci retracement level (c450.

[cryptotrade] 19/11/2018 09:26

I think JE is a solid mature but growing stock. I think not now but eventually a bid will come over the next 36 months or so once they cement their lead. They are peanuts to the big boys.

[this_time_its_different] 19/11/2018 08:00

What competition? Deliveroo don't even deliver in 80% of the areas Just Eat do, they don't have 80% of the restaurants either. Uber Eats is a j-o-k-e as well. STRONG BUY. Just Eat need to employ some riders and sign up the top 10 chains, then they have the whole market covered.

[countless] 18/11/2018 19:29

Just saw this on - his longs seem to very well. The Naked Trader is a fan of value investing. This seems to have been written on 15 November:-

And I went short of Just Eat (JE.) again. As above competition
is rife but a guaranteed stop essential here. Just in case
of a bid from a rival. It's doing ok but there are hints that
rivals are stealing crumbs off the table.

[countless] 16/11/2018 13:54

Either way it has a new home now in the FSTE 250 and come three weeks tracker funds will be forced to sell.

[this_time_its_different] 16/11/2018 13:42

The stock is too cheap, it's a STRONG BUY

[countless] 16/11/2018 12:14

I think its to do with percieved valuation v profits (now and future), which is what drew my eye to JE. in the first place. Say value £4b profits £150m - thats nearly 27 years of profit to buy the company if purchased, far too expensive so the value falls. Also there is risk in the wait as profits may not increase as planned. Now that is not to say JE. will not be eaten up itself at some point! I think 550 is key so good luck to all.

[this_time_its_different] 16/11/2018 10:40

Why has Just Eat gone from 890p to 550p when we are NOT in a recession and it is the market leader in 13 countries. Is this not oversold?