Just Eat Share Discussion Threads

[mike740] 20/7/2015 08:26

Roaring away.

Jack totaly true , was actualy in the Huddersfield Examiner aswel.

[jack jebb] 20/7/2015 08:19

I like that maggot story. Sounds like total bull though!

[mike740] 20/7/2015 08:15

Off to a flyer and plenty more to come.

[mike740] 20/7/2015 08:10

JE. Just Eat

Goldman Sachs .....EPS is then set to bounce by 175% in 2016 and 60% in 2017.

[mike740] 20/7/2015 07:59

ooops wrong thread.

[mike740] 20/7/2015 07:41

Just Eat PLC Receives Conviction-Buy Rating from Goldman Sachs (JE)

Posted on July 15, 2015, updated July 20th, 2015 by Robert Jamerson in Analyst Articles - UK, Investing

Goldman Sachs restated their conviction-buy rating on shares of Just Eat PLC (LON:JE) in a research note issued to investors on Wednesday, MarketBeat reports. The firm currently has a GBX 560 ($8.68) price target on the stock.

Goldman Sachs has also taken action a number of other stocks recently. The firm downgraded shares of Vodafone Group Plc from a buy rating to a neutral rating. Also, Goldman Sachs upgraded shares of Prudential Public Limited Company from a buy rating to a conviction-buy rating. Finally, Goldman Sachs reiterated its hold rating on shares of GoPro Inc.

Other equities research analysts have also recently issued reports about the stock. Analysts at JPMorgan Chase & Co. initiated coverage on shares of Just Eat PLC in a research note on Monday. They set an overweight rating and a GBX 550 ($8.53) price target on the stock. Analysts at Barclays reiterated an overweight rating and set a GBX 500 ($7.75) price target on shares of Just Eat PLC in a research note on Thursday, July 9th. Analysts at Jefferies Group reiterated a buy rating and set a GBX 515 ($7.98) price target on shares of Just Eat PLC in a research note on Wednesday, July 8th. Analysts at Canaccord Genuity reiterated a buy rating on shares of Just Eat PLC in a research note on Friday, June 26th. Finally, analysts at Peel Hunt reiterated a hold rating on shares of Just Eat PLC in a research note on Thursday, May 21st. One equities research analyst has rated the stock with a hold rating, five have assigned a buy rating and one has assigned a strong buy rating to the company’s stock. Just Eat PLC has a consensus rating of Buy and an average target price of GBX 497.43 ($7.71).

Shares of Just Eat PLC (LON:JE) opened at 418.00 on Wednesday. Just Eat PLC has a 1-year low of GBX 200.10 and a 1-year high of GBX 524.50. The stock has a 50-day moving average of GBX 422.78 and a 200-day moving average of GBX 397.89.

JUST EAT plc is a United Kingdom-based company that operates online market place for restaurant delivery. The Company operates in 13 countries around the globe, including Belgium, Brazil, Canada, Denmark, France, India, Ireland, the Netherlands, Norway, Spain, Sweden, Switzerland and the United Kingdom. It has over 40,800 takeaway restaurants which uses technology platform to offer on-line ordering service. As of 2013, the Company processed over 40 million orders and generated 700 million pounds. The Company also provides JUST EAT mobile application.

[mike740] 20/7/2015 04:36

Share of the week: Buyers tuck into Just Eat
By Harriet Mann | Fri, 17th July 2015 - 17:17

Investors craved Just Eat (JE.) this week and the fast-food delivery company, which floated in April last year, is one of the biggest risers on the FTSE 350. The shares have more than doubled over the last year and are way above their 260p IPO price. A flurry of broker attention triggered the 8% five-day surge and Goldman Sachs reckons savvy investors could make another 28% profit.
Just Eat leads the way in 12 of the 15 countries it operates in, which can only benefit the group as more people opt to order takeaways online. As the industry matures, Goldman is confident the group's network effects and platform scalability will drive strong profitability. It's why the shares have been added to its conviction buy list. Last year's impressive cash profit margin of 40% in the UK & Denmark should help plug the losses in other markets, with group margin set to more than double to 44% in 2017.

Clearly, Just Eat needs an impressive tech offering to distinguish it from the pack, but as cheaper smartphones become available across the world, mobile is set to become its most important channel. In 2014, UK mobile traffic increased 61%, with orders jumping by 58%. The business generates a lot of cash - the £58 million expected in 2015 should grow to £135 million in 2017 - which will be important for investment in this area, although it is likely to go on a buying spree.

"We forecast continued strong cash flow generation and do not currently assume any dividend pay-outs or other forms of capital return," explained Goldman analyst Carl Hazeley. "Instead, we believe it is likely that Just Eat will deploy excess capital in M&A opportunities, either to consolidate market positions in its current regions, or to enter a new country in line with the company’s own history and stated strategy."

Not only is Just Eat highly cash generative, but it has negative working capital and low capital requirements. The Goldman analysts forecast compound annual growth rate in sales of 25% from 2014-2020 and 41% growth in cash profit. Their 560p price target represents 28% upside to current levels.

The shares ended the week at 439p, an eye-watering 82 times 2015 earnings estimates. Granted earnings are set to more than halve this year as investment for growth continues, but EPS is then set to bounce by 175% in 2016 and 60% in 2017.

[mike740] 19/7/2015 20:56

Get shorting then instead of gobbing.

I know you will lose out.

[hpcg] 19/7/2015 13:33

?? Just Eat doesn't cook anything it is simply a tax collector. No one will pay 15% tax when they don't have to. You aren't paying for anything. Obvious short on fundamentals but timing determined by the chart. I'm thinking of a double top at 500, but there is no reason share price cannot go to an even more unreasonable valuation.

[mike740] 19/7/2015 13:25

And dont forget in life 'you GET what you pay for'.

[mike740] 19/7/2015 13:24

Yes but watch out in the dark if you get a curry.

I had a mate who went to an asian takeaway got into his car opened up the carton and started eating away thinking he had plenty of rice, bit it tasted very fatty, when he put his light on he found his vindaloo was covered in very small maggots.

Pure quality from JE. Ive used the service and very convenient.

[4spiel] 19/7/2015 13:11

Amazing why people so gullible. Not using Just Eat I pay no credit charge and get free popodoms from my usual good local Indian Restaurant

[mike740] 19/7/2015 12:54

JPMorgan Chase & Co. Begins Coverage on Just Eat PLC (JE)
Posted by K Gore on Jul 14th, 2015, updated Jul 19th


Just Eat PLC logoJPMorgan Chase & Co. started coverage on shares of Just Eat PLC (LON:JE) in a research report sent to investors on Monday morning, AnalystRatings.NET reports. The firm issued an overweight rating and a GBX 550 ($8.53) price target on the stock.
JPMorgan Chase & Co. has also taken action a number of other stocks recently. The firm downgraded shares of STMicroelectronics NV from a neutral rating to an underweight rating. Also, JPMorgan Chase & Co. reiterated its buy rating on shares of Goldcorp Inc.. Finally, JPMorgan Chase & Co. reiterated its hold rating on shares of Pan American Silver Corp..
Shares of Just Eat PLC (LON:JE) opened at 418.00 on Monday. Just Eat PLC has a one year low of GBX 200.10 and a one year high of GBX 524.50. The stock’s 50-day moving average is GBX 422.78 and its 200-day moving average is GBX 397.89.
JE has been the subject of a number of other recent research reports. Analysts at Barclays reiterated an overweight rating and set a GBX 500 ($7.75) price target on shares of Just Eat PLC in a research note on Thursday, July 9th. Analysts at Jefferies Group reiterated a buy rating and set a GBX 515 ($7.98) price target on shares of Just Eat PLC in a research note on Wednesday, July 8th. Analysts at Canaccord Genuity reiterated a buy rating on shares of Just Eat PLC in a research note on Friday, June 26th. Analysts at Peel Hunt reiterated a hold rating on shares of Just Eat PLC in a research note on Thursday, May 21st. Finally, analysts at Citigroup Inc. raised their price target on shares of Just Eat PLC from GBX 515 ($7.98) to GBX 550 ($8.53) and gave the company a buy rating in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a hold rating and six have given a buy rating to the stock. The stock has an average rating of Buy and an average target price of GBX 482.43 ($7.48).
JUST EAT plc is a United Kingdom-based company that operates online market place for restaurant delivery. The Company operates in 13 countries around the globe, including Belgium, Brazil, Canada, Denmark, France, India, Ireland, the Netherlands, Norway, Spain, Sweden, Switzerland and the United Kingdom. It has over 40,800 takeaway restaurants which uses technology platform to offer on-line ordering service. As of 2013, the Company processed over 40 million orders and generated 700 million pounds. The Company also provides JUST EAT mobile application.

[mike740] 18/7/2015 17:02

Indeed indeed indeed.

[mike740] 18/7/2015 13:08

Just Eat broker views

Date Broker Rec. Price Old target price New target price Notes

15 Jul 15 JP Morgan Cazenove Overweight 437.90 - 550.00 Resumes
15 Jul 15 Goldman Sachs Conviction Buy 437.90 - 560.00 Resumes
09 Jul 15 Barclays Capital Overweight 437.90 500.00 500.00 Reiterates
08 Jul 15 Jefferies International Buy 437.90 515.00 515.00 Reiterates
05 Jun 15 Canaccord Genuity Buy 437.90 - -
13 May 15 Citigroup Buy 437.90 550.00 550.00 Reiterates

[mike740] 18/7/2015 13:00

Share of the week: Buyers tuck into Just Eat
By Harriet Mann | Fri, 17th July 2015 - 17:17

Investors craved Just Eat (JE.) this week and the fast-food delivery company, which floated in April last year, is one of the biggest risers on the FTSE 350. The shares have more than doubled over the last year and are way above their 260p IPO price. A flurry of broker attention triggered the 8% five-day surge and Goldman Sachs reckons savvy investors could make another 28% profit.
Just Eat leads the way in 12 of the 15 countries it operates in, which can only benefit the group as more people opt to order takeaways online. As the industry matures, Goldman is confident the group's network effects and platform scalability will drive strong profitability. It's why the shares have been added to its conviction buy list. Last year's impressive cash profit margin of 40% in the UK & Denmark should help plug the losses in other markets, with group margin set to more than double to 44% in 2017.

Clearly, Just Eat needs an impressive tech offering to distinguish it from the pack, but as cheaper smartphones become available across the world, mobile is set to become its most important channel. In 2014, UK mobile traffic increased 61%, with orders jumping by 58%. The business generates a lot of cash - the £58 million expected in 2015 should grow to £135 million in 2017 - which will be important for investment in this area, although it is likely to go on a buying spree.

"We forecast continued strong cash flow generation and do not currently assume any dividend pay-outs or other forms of capital return," explained Goldman analyst Carl Hazeley. "Instead, we believe it is likely that Just Eat will deploy excess capital in M&A opportunities, either to consolidate market positions in its current regions, or to enter a new country in line with the company’s own history and stated strategy."

Not only is Just Eat highly cash generative, but it has negative working capital and low capital requirements. The Goldman analysts forecast compound annual growth rate in sales of 25% from 2014-2020 and 41% growth in cash profit. Their 560p price target represents 28% upside to current levels.

The shares ended the week at 439p, an eye-watering 82 times 2015 earnings estimates. Granted earnings are set to more than halve this year as investment for growth continues, but EPS is then set to bounce by 175% in 2016 and 60% in 2017.

[mike740] 18/7/2015 12:47

JE. Just Eat PLC, stock that as fallen back due to the Greek debacle and gives an opportunity to get on board. Growth is the name of the game here an International company. Trades on a crazy forward multiple but these are early days.

[liquidkid] 22/6/2015 11:08

Next on the menu is
Just Falafel, Foodler or even Yumbles

one accepts Bitcoins as payment, they gotta to tap into the Street Food market. There must be masses eating food off the street.

[mbmiah] 19/6/2015 23:04

A micro W forming. Will drop back to 400 and we'll have a decent bounceDYOR

[bigboots] 19/6/2015 16:05

Talk of food hero making a bid for the whole share capital of JUSTEAT

[mbmiah] 09/6/2015 19:52

Looking at the chart - the trend line up would suggest 400 as the next level it could bounce from. Of course it's got to reach that first. So, 400 is a good price to get in - I don't think the 350 support will be achieved.

[liquidkid] 09/6/2015 11:29

Open Offer like trying to swallow Soylent. Just Eat it or we'll get the tubes out.

Received valid acceptances 41% & The remaining taken up pursuant =
105.4mn total
x 420p = £442mn

Needed £445 net of fees for takeover.
So placing price was higher than now.

J.P. Moran & Goldhen Sachs
are now the proud owners of 60 million BOGOF burger vouchers.

Previous to this the top 5 Substantial shareholdings over 3% collectively owned 52% of the company. All the rest are conveniently under 3%

Who are all these investors? why did they not take up the rights?

[mbmiah] 09/6/2015 09:47

Good short me thinks. 350 seems a better price to buy