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The biggest dog on the market. Down 90% from high and last 6 months down 50% while Deliveroo is up 50%
A quick glimpse at the chart and price action helps. Folks have been well advised to place their money elsewhere.
Why is there so little interest to this share compared to other companies?
Topped up at 1pm 1145p third traunch now.
Seems to be a lot of large transactions is that normal ?
Topped up at 8am 1280p placed last evening .
Always a bad idea that , down over 4% to 1244p by 10am.
Not sure how these CFD expert annalist pick shares the salesmen say not just chats.
Bought in here today 1350p
On A tip of buy 1400 stop loss 1330p yesterday 8.53am
Had funds available .
Funds were used since yesterday , bit of a gamble.
They set the stop here 5% below , there clients might be taking loss.
4th time in one month
so one day after changing it JPM change it again !!
headline figure were already known, down on big impairment - fall this morning seems a bit overdone
Congrats, total comprehensive full year loss of only €5.3 Billions compared to previous year of €313 Millions.
locky could it be supply and demand?
They'll be back down below 14
Sold these too early
I thought 33.3% of ifood had been sold for 1.5b rising to 1.8b? They've spent too much with poor acquisitions, I'm sure there is profitability there though! I'm only hoping to catch a quick bounce, but can afford to hold this small amount long if needed. I think long term gen z are so anxious about making phone conversations they will be printing money.
iFood has been sold for Euro 1.9bn recently. Market sentiment is around inflation, customer spend, cost of running operations + valuation for Grubhub (which they've brought for $7bn) at the height of the pandemic. Market thinks they will sell Grubhub for probably $2bn or less, but with a loss from operations of £1.1bn in 2021 (ie per year), the cash they will get will let them survive for 2-3 years max, unless they can show to the market that they can generate sustainable free cash flow from operations (which so far they've not been able to, including at the height of the pandemic, which is their peak trading period all of their life)..
I bought a couple hundred earlier. If ifood is worth 4.5 - 5.4b€ there has to be value here, no? I’m not even sure what’s caused the fall. Any ideas?
What a mess this has become now at 10.8 unbelievable...
Time to close them shorts. Going back up.
Will this test the all time low of 11.2 again...
We have 17 local takeaways in our town and 4 are on JustEat and they are the worst ones. The local takeaway can operate just fine without JustEat, its not like they need national coverage and the majority of these takeaways are one shop owners. The other takeaways have there own websites which are powered by FoodHub or no website at all. Infact every chinese takeaway in our town dont have a website and not on JustEat. The Chinese want Cash.
Unfortunately many restaurants / takeaways are on the mercy of delivery platforms. Many simply cannot operate without them. The potential is huge. It isn't about the delivery only, is about all the data that these kind of platforms collect. Tastes, habits, cuisines, restaurants, advertising, discovery
This company is doomed. Think about it, its business model costs too much for takeaways to use. Don't believe me, go and chat with the local curry house. They all using there own websites now.
This donkey drops the fastest compared to others the market goes down...
And at what price?