Just Eat Takeaway.com N.v Share Discussion Threads

[m_kerr] 14/1/2022 17:42

ifood, which management believe is worth in excess of £2bn, is the market leader in brazil. a cash offer was made at £2bn, so that's not pie in the sky. that leaves everything else at £6.5bn. grubhub alone was bought for £5.5bn, plus you've got just eat and takeaway.com. the stock has been excessively discounted, and there is no way that this company would be selling at £8.5bn in a private sale.

[topazfrenzy] 14/1/2022 08:51

Grubhub to be spun off by the sounds of it or even sold ..

IFood too

Expect some pretty hefty payday cheques for investors in 2022!

[topazfrenzy] 13/1/2022 09:03

The best rule in the Stockmarket imo is to buy great companies when they are being hammered, value investment will always pay off ... patience needed of course and a strong stomach too

[scepticalinvestor] 13/1/2022 08:49

My buy at 3530 obvs well timed for once

[m_kerr] 12/1/2022 10:04

i'm referring to cat rock having to explain to their investors why their fund is down say 20% in a market that is up 20% YOY.

[scepticalinvestor] 12/1/2022 08:24

Feel for those who were stopped out. Poor bigger sold a 1000 at under 3520

[topazfrenzy] 12/1/2022 08:20

My guess is that this will turn shortly and soar, once the shorters have had their final fill

[topazfrenzy] 12/1/2022 08:16

It's like a cryptocurrency the way they play with the share price here lol

Update very good btw

[scepticalinvestor] 12/1/2022 08:10

Lol shorts are destroying this. Results look decent

[scepticalinvestor] 11/1/2022 17:24

Enraged abt what?

[m_kerr] 11/1/2022 16:16

cat rock will be enraged. JET is a big percentage of their portfolio IIRC.

[topazfrenzy] 10/1/2022 08:51

Trading update 12 Jan so in just two days ... interesting to see how low they try to take it before then ..

[topazfrenzy] 10/1/2022 08:51

Will transfer as much as I can into my ISA come April!

GLA

[topazfrenzy] 10/1/2022 08:41

This is getting silly now, the shorters are playing with this like crazy

Took another 75 shares at circa 3555 lol

[m_kerr] 07/1/2022 19:38

topaz, i agree. i think deliveroo and uber eats will suffer greatly, and may be rendered worthless, if the legal framework surrounding the 'gig economy' shifts their 'contractors' to being full employees. it's a very vulnerable position to be in. the tightening labour supply will lead to people demanding more. more security, higher fees.

the inevitable consequence of the above would be greatly increased fees, and worse service, due to needing to maximise efficiency (the amount of time a driver is on the job). currently they are reliant on flooding the market with drivers, so that the excess supply works in their favour a) pricing being cheap and b) people waiting around means quick delivery. fine when they aren't paying them to wait around, not so when they are paying them.

[31337 c0d3r] 06/1/2022 13:30

Oh it will. Be ready.

[topazfrenzy] 06/1/2022 12:46

May add some more if it dips further ..

lol

[topazfrenzy] 06/1/2022 12:45

This is why Just Eat will be the last one standing as the others go bust

[topazfrenzy] 06/1/2022 12:45

"As Europe's largest food delivery platform, Just Eat Takeaway.com welcomes and fully supports the EU Commission's proposals to improve conditions for workers and help them access social protections. Our company already employs tens of thousands of couriers across the EU, which proves that providing flexibility doesn't have to come at the expense of workers' rights. We hope that the Commission’s proposal will create clarity and a level playing field that ensures that companies across Europe are held to the same standards, so that all platform workers are treated with the dignity they deserve."

Jitse Groen, CEO & Founder of Just Eat Takeaway.com

hxxp://www.justeattakeaway.com/newsroom/en-WW/207795-just-eat-takeaway-com-s-response-to-eu-commission-s-platform-work-initiative

[topazfrenzy] 06/1/2022 12:17

Added another 150 shares, share price is just silly cheap now, the shorters are going to town with this one, the swings are wild so the upside will be too imo

GLA

[m_kerr] 23/12/2021 10:42

2 grocery delivery tie ups recently accounted with asda and one stop (owned by tesco). seems like a good deal for asda and one stop, who get to drive incremental sales with no risk or capital invested. there can't be much in it for Just Eat given the already thin margins in the sector. looks they are trying to stop getir from having the instant grocery delivery market to themselves. getir are now supposedly valued at $7.5bn by the way. there are some crazy valuations being bandied about in this sector.

[m_kerr] 22/12/2021 14:21

delivery hero have thrown in the towel in germany. big win for JET.

[topazfrenzy] 22/12/2021 08:23

Let's hope it double bottomed earlier this week and it's only upwards from here :)

[m_kerr] 20/12/2021 22:56

the amount of orders going through the likes of JET are exploding at the moment.

[topazfrenzy] 15/12/2021 09:40

You'd think this would be going up with in-house hospitality shutting down in all but name