Just Eat Share Discussion Threads

[cryptotrade] 07/12/2018 07:50

This time,Do you understand JE and all stocks are never immune to politics and wars. Right now JE is earning. Still is. Nothing changes, but Brexit vote is next Tuesday and if it does not go well, JE may well fall more. It's not the end of the world because I see it as a great buy , just like it was a great buy when Brexit happened. Banking stocks tumbled and I trebled my money. Step out, look which direction the wind is going to wait.

[cryptotrade] 06/12/2018 22:03

Usual shorts and markets. All I can us backstop backstop. Yawn. Funny though.These situations create buying opportunities. Simple

[countless] 06/12/2018 19:56

Time to sniff at some shorts...…..

[cryptotrade] 05/12/2018 19:26

The whole market is getting slaughtered. No pointing biting anything when it's like that and just short. All normal sentiment.

[cryptotrade] 05/12/2018 14:03

Looks like a retest from yesterday. See how it goes

[cryptotrade] 03/12/2018 18:26

A mid bounce at the mo

[this_time_its_different] 30/11/2018 17:51

Peel Hunt says sell again, what a j-o-k-e of a broker. Publishes ratings twice a month for Just Eat, I bet you Peel Hunt are short selling this stock. Should be investigated by the FCA. Do not listen to Peel Hunt, stock is a very strong buy, like 99% of other brokers are saying.

[this_time_its_different] 29/11/2018 08:54

Liberum, which has a ‘buy’ rating on Just Eat, lifted its valuation on the shares from 850p to 1,250p today. Proactive Investors quoted the analysts as saying in a note to clients that as an online classified portal, the FTSE 100 group “should be trying to gain as much market share as it can now to reap the benefits later,” pointing to the historical classified directories markets which were similar and had “very high barriers”.

[this_time_its_different] 29/11/2018 08:31

UK equities are all over the place, Mrs May got that fear mongering going again. Hope those MPs vote the deal through and we can start printing money.

[this_time_its_different] 28/11/2018 11:02

But if Amazon do buy JE for say a 20-30% premium, then we will really be laughing.

[this_time_its_different] 28/11/2018 10:36

Shorts are going to get burnt with JE, there were people saying this stock is going to £4, I mean seriously. I can't wait for £6 to be broken properly and those shorts start panic buying.

[this_time_its_different] 28/11/2018 10:07

Countless this is what I am saying, JE are the only ones really advertising, and are the only company to have a presence outside of major cities. Winchester has the University of Winchester and the University of Southampton near, which is a prime target for JE. I highly suspect there is Uber Eats or Deliveroo in Winchester.

[this_time_its_different] 28/11/2018 10:01

I suspect the higher volatility in JE attracts day traders which causes further wild swings in price.

[countless] 28/11/2018 09:57

To help you improve your trading skills I would also pick this stock!

[countless] 28/11/2018 09:54

I was in Winchester yesterday and the number of restaurants with 'Why cook, when you can Just Eat' posters was good to see. I expect they are targeting Uni cities etc.

[this_time_its_different] 28/11/2018 09:53

Countless at the end of the day, we are betting whether a company such as JE can grow revenues at 35% and if it can't the multiple will drop to a level a market think it can. Everyone is glued to their phones these days, it is natural they are going to use an app like this to order food. People are l-az-y as well, that is why Amazon has done so well, the same applies to JE. I would be very open to Amazon buying out JE, even if they paid me in Amazon stock.

[this_time_its_different] 28/11/2018 09:46

P/E should equal growth rate in EPS to be fairly priced. I only worry when the P/E goes above 50, Visa has traded on a 30 P/E for years, though I imagine in 5-7 years their growth will slow.

[this_time_its_different] 28/11/2018 09:42

JE is not volatile when you compare it to something like Square. Square averages 3-4% moves in a day, Square even dropped 10% one day and had no n-egativ-e news on the stock, just a general tech sell off in the US. Compared to your standard FTSE 100 l-aggar-d, JE may be seen as volatile. I do not believe a 35 multiple is high, earnings need to grow at 35% a year to be fairly priced. You only get your money back in 35 years if earnings are flat, which is not going to be the case. Everyone young orders through a platform like JE, the only people not using JE are people over 35 and they are diminishing by the day.

[countless] 28/11/2018 09:23

and she just went pop! Level two very strong.

[countless] 28/11/2018 09:21

Well I was wrong again yesterday! I think what I find hard to get my head around uber/je/Deliveroo is their current valuation. Yes JE. makes a good, and growing profit. I like that but a PE of over 35 - over 35 years to get your money back - is too high and sucks in other players. To keep market share you will always have a land grab which will push profits down. But then the market awards very high growth companies with vast valuations. £4B is a crazy amount of money. I think that is why we have the current trend.

If that trend continues Amazon etc could easily buy out JE. and fold it into their distribution net work and perhaps that will provide future support. In the meantime we bounce about like crazy. On days the FTSE 100 falls this shoots up - Have to say I find it hard to get my head around the short term movements. They are very volatile too. So perhaps it is best to find a good entry point and stick with your gut feel. Without a guarantee stop on a short here you open yourself to extra risk. At these levels risk / reward needs to be reviewed carefully.
So I'm still sitting on my hands and need time to look at the graphs again!

[this_time_its_different] 28/11/2018 08:57

JE is a s-tea-l below £6, most brokers have a £9 target on this stock, that may be hard because we are in brexit limbo till March 2019. I would say a £8 target is more fair. STRONG BUY.

[this_time_its_different] 28/11/2018 08:50

You know what happens when you complain to Uber.......f-u-c-k all. I've never seen such a j-ok-e of a company in my life. Can't wait for the pump and d-um-p in 2019, with Uber failing, Uber Eats will go down with it.

[this_time_its_different] 28/11/2018 08:45

I really wouldn't worry about Uber, it's a use-less company with poor management and zero customer service. All they want to do is a pump and dump on the IPO for the Series A investors to cash out, they know self driving taxis will destroy them. Waymo is the only company with self driving taxis that will be released this year to the general public. I would be long GOOGL.

[this_time_its_different] 28/11/2018 08:39

People are forgetting Waymo will s-haf-t Uber where the sun doesn't shine with its self driving taxis. Uber Eats is nothing but a gimmick for their IPO in late 2019. I mean have you seen how poor the choice on Uber Eats is for non chains. Deliveroo don't even deliver where I live. I really don't even see the competition.