Just Eat Share Discussion Threads

[this_time_its_different] 13/5/2019 10:14

Where is the moat I ask? What is to stop people jumping on Uber Eats or Deliveroo, sure I agree the industry is growing. Deliveroo looks the best app right now. Thank godI sold out, this is probably going to 600p again till the UK growth regenerates.

[elcapital2018] 13/5/2019 10:02

down again. go get cancer loser

[greatballsoffire451] 13/5/2019 09:58

YOU DOWN AGAIN ON YOUR BUM CHUM LTCM AGAIN THEN PIG FILTH ?

[elcapital2018] 13/5/2019 08:52

Down again

[cryptotrade] 13/5/2019 08:34

I get it. But it's not either this or that. There's room for all model types. Always has been. Getting people into outlets is very key. No one wants a faceless, peopleless society where we click and go no where. This is why bigger brands are dying generally and being replaced by small independents. People will realise they do need to engage.

[cryptotrade] 13/5/2019 08:32

No problems. I understand what you're saying.

[montynj] 11/5/2019 17:43

But the difference in the business model is whereas just eat take diners away from restaurants, Bigdish are bringing diners back to the restaurants...hence, why restaurants love the idea

[montynj] 11/5/2019 17:40

As one poster on LSE bb neatly put it:"Have accumulated some bigdish, basically same kind of business model, a tech platform that connects restaurants with diners. And the restaurant offers discounts when times are quiet to fill tables. Dish takes a small fee and free to diner to use.IPOd last year, dropped while they worked on tech, originally just launched in Bournemouth and now in 6 cities. 3 more to add this month, then likely London, then probably nationwide. In discussions with chains too. Share price about 3.4p, mostly bought in at low 2s and should be upward trajectory all the way as clear roadmap that they are delivering against. CEO used to work at TripAdvisor and chairman largest holder so has lot of skin in the game.Not trying to ramp as I'm in for the long term, but if you like JE and wish you'd been on it from the start then Dish may be of interest to you. A commentator the other day suggested dish may be the kind of company JE could acquire one day to compliment its business as takeaway market gets saturated. 8m market cap vs 4bn+ for just eat so it's just a baby in terms of life cycle."Anyway, sorry to intrude on the JE board, just thought may be of interest to one or two of you due to similar business model as similar principle and great little high potential company. Good luck to all that hold JE, hope it eventually lives up to some of the racier broker ratings that have been out there.

[montynj] 10/5/2019 23:31

We have already debated this on bigdish bb many times...I'm not going to repeat this just for your sake...I don't care if you don't understand the business model...we gain you lose...

[montynj] 10/5/2019 23:19

I'm not going to bother to answer your question....it's ridiculous....Bigdish have just started in UK and doing it already in Asia...the model is proved already via TripAdvisor's the fork...dyor

[cryptotrade] 10/5/2019 22:36

What are the actual revenue numbers for bigdish. If no numbers are provided,bits just an empty dish. Do you know. Otherwise it's hot air.

[montynj] 10/5/2019 10:38

You guys should be accumulating bigdish plc...opposite biz model to justeat...BigDish is different from all of the above. They are a yield management platform. They don't do food delivery and we are not a pure discovery platform although you can discover great restaurants on BigDish. They are not a general reservation platform and they are not a voucher or Groupon type of company.The restaurant sector is plagued by old fashioned and out dated business models like restaurant discount cards. These old business models generally generate no big data and usually the consumer (or someone pays) and are typically inflexible to restaurants. This is what BigDish is seeking to disrupt with our data driven business model. They are a free consumer product and offer restaurants flexibility. This is what yield management is all about. They are a young company and they are at the beginning of our journeyMkt cap about £8mn only vs Tastecard sold for £100 mn

[cryptotrade] 10/5/2019 08:02

Nice spike up.

[greatballsoffire451] 09/5/2019 20:03

Take it easy angry little man. Don't want you bursting that blood vessel now do we. Or do we

[greatballsoffire451] 09/5/2019 19:53

Hahahahahahahaha what an angry little man you are Apparently 5 foot 3 so maybe it's small man syndrome Ahhh bless

[cryptotrade] 09/5/2019 19:33

EL

Whatever you think don't you ever suggest illnesses you fool are the answer.

[elcapital2018] 09/5/2019 12:26

Keep on falling my little beauty

[elcapital2018] 09/5/2019 08:22

691 average. Looking to hit around 600 pretty soon. will decide fro there