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So are the shorts retaking their position then ?
good doge. sit doge
thanks ipswich
To keep an eye on short positions,I find www.shorttracker.co.uk a very useful tool
In reply chickenchallenge,Amazon today announced it was extending its restaurant delivery service to London. The short position has decreased from over 7% to just over 2% in past month,ie the bears have pretty much been the only buyers in town pushing price up to 6 quid,absolutely bonkers,now on the way down again,still think UBS has right idea on price target at 415 but even that seems mighty high now Amazon andUber eat are in JE's market
.... anyone know why... it was very sudden
Takeaway.com aims to raise €175m from IPO Lots of competition in this space.
Exactly why I call it digital reckerears and why I'm shorting it. Bonus is ridiculous mcap.
The thing that I don't like about JustEat's business model is that it skims the profits from the Takeaways. It is parasitic. I don't believe that JE increases the overall profit, it is just taking a slice of the existing cake. So for that reason, when I ordered some takeaway tonight and I made sure I called the shop direct, so that all the profit goes to the shop.
Adding to my short and waiting for some American hedge fund to " light up " my direction and or data breach, hopefully before this dog is pushed, if it can be, to £5bl+ mcap.
Well, well, well, how goes it? I've been away, to China and other places, but back since a few months. I see you're shorting this dog. Good move, but what point to stick it to this dog? I too am in a shorting-only mode at present, if I go long it is only for a very brief time, quick in and out. Because speculators are not rational human beings (are they human beings?) you have to pick a point that pushes against the absurd. So I have set a short on this dog at 650p. I also shorted AAL (twice) from 850. I only stayed in each time for a few percent because, again, you are up against mental cases gambling with other peoples money. Also, you have to bear in mind some companies, like the big miners, are bundled up in ETFs, bond valuations, and other 'inputs' including currency margins that kick these dogs around some. - Good trading!
Am I being thick here....the company upgrades revenues by £10m (3 of which due to currency) and £432m is added to market capitalisation.How does that work?? Think UBS got the right idea today,415 price target
I've said yesterday's numbers,unaudited , look OK for mcap £7-900m not for £3.5-5bl as suggested by "friendly brokers". £50-70m profit, before tax, amortisation, good will, one off....if real not bad, but not for this kind of mcap. Profit 1/3 of revenue? Sounds to much as Globo, qpp....yet we have barc trading at 1/2 of nav. Such are market forces -sentiment - pools, that we have to take it as reality for as long as those persist. Asos, okado,foxt and few others demanded similar valuations, eventually movers and shakers cashed in on gelable. This digital ricketier will follow eventually, in the mean time hedging, daily if necessary, could smooth the ride.
<b>Just Eat PLC 34.5% Potential Upside Indicated by Deutsche Bank</b>Posted by: Katherine Hargreaves 29th July 2016 Just Eat PLC with EPIC/TICKER LON:JE had its stock rating noted as ‘Reiterates’ with the recommendation being set at ‘BUY’ today by analysts at Deutsche Bank. Just Eat PLC are listed in the Consumer Services sector within UK Main Market. Deutsche Bank have set their target price at 725 GBX on its stock. This would indicate that the analyst believes there is a potential upside of 34.5% from the opening price of 539 GBX. Over the last 30 and 90 trading days the company share price has increased 134 points and increased 164.4 points respectively. Just Eat PLC LON:JE has a 50 day moving average of 453.56 GBX and a 200 Day Moving Average share price is recorded at 425.90 GBX. The 52 week high share price is 553.5 GBX while the 52 week low for the stock is 319.6 GBX. There are currently 676,278,777 shares in issue with the average daily volume traded being 3,267,423. Market capitalisation for LON:JE is £3,713,717,375 GBP. Just Eat PLC operates a digital marketplace for takeaway food delivery. The Company’s segments include United Kingdom, Australia and New Zealand, Established Markets and Developing Markets. Established Markets includes Benelux, Canada, Denmark, France Ireland, Norway and Switzerland. Developing Markets includes Italy, Mexico and Spain. It provides consumers a way to order and pay for food from local takeaway restaurants (TRs).
JE. Just Eat I was under the impression that this was a scammy business but having had another look just now WELL.....bloody mind blowing results reported yesterday and big broker backing today.......tell me what am I missing??????????????? Just look at this from the results...... <b>JUST EAT plc (LSE: JE.), the world's leading digital marketplace for takeaway food delivery, today reports its results for the six months ended 30 June 2016 ("H1" or the "First Half"), with revenues up 59% to £171.6 million and Underlying EBITDA up 107% to £53.4 million</b>................thats roughly at a quick glance just under a 1/3rd profit from revenue and thats on FOOD. I know the foods crap in most cases but the figures are mind blowing. And look at the Outlook statement..... <b><i>Outlook JUST EAT is in a very strong position both operationally and financially. As a result, we are now increasing our forecasts for FY 2016 above market consensus. We will continue to invest in the business for profitable growth and our expectations for 2016 revenues increase from £358 million to £368 million assuming current exchange rates remain for the balance of the year. Of this £10 million upgrade to revenues, £7 million is as a result of improved trading and £3 million is due to changes in foreign currency exchange rates. We now expect uEBITDA of between £106-108 million (up from £102-104 million). This uEBITDA upgrade is driven by improved trading, net of investment in product, technology and marketing in the second half of 2016. At an uEBITDA level, the impact of foreign exchange is expected to be limited for 2016 as a whole.</i></b> <a href='http://www.investegate.co.uk/just-eat-plc--je--/rns/2016-interim-results/201607280700134553F/' target='window'>http://www.investegate.co.uk/just-eat-plc--je--/rns/2016-interim-results/201607280700134553F/</a> Broker coverage below...... Just Eat JE. Canaccord Genuity Buy 540.25 529.00 625.00 680.00 Reiterates Just Eat JE. Goldman Sachs Conviction Buy 540.25 529.00 670.00 690.00 Reiterates Just Eat JE. JP Morgan Cazenove Overweight 540.25 529.00 780.00 810.00 Reiterates Just Eat JE. Deutsche Bank Buy 540.25 529.00 630.00 725.00 Reiterates http://content.screencast.com/users/mickkipper/folders/Default/media/83db419d-9912-4e27-a1c0-3a324c2b343b/just%20eat.jpg
agree, bonkers valuation. There is plenty of competition here
Triggered, pass £3.5bl mcap? Ridiculous valuation yet I would keep and add to my short all the way to £6, if it gets pushed that far taking mcap to £4bl. Than I'll be all in short. Today's numbers ok, for £7-900m mcap. Just the question who can endure pain for longer in sence long v short.
I would say the competition that JE. Should be worried about is deliveroo! They seem to be cornering the higher end market for takeaways.
Depends if they undercut just eat-sure they will follow the same business framework they've done with the black cabs etc do it a lot cheaper
Aviate a perennial bear,issued a note today from which my last post borrowed a few quotes,sadly I'm not at liberty to post their article but suffice to say it's a sell recommendation
Indeed supreme leader I'm sure just eat have deep pockets but Amazon and Über have deeper ones....look what's happened in the States,I think it was grub hub that tried a similar model to JE and got destroyed,shares 40% off over past year.Also,note today short interest at it's highest to date at over 7%
From todays Int'l Business Times http://www.ibtimes.co.uk/uber-planning-bring-its-ubereats-food-delivery-service-uk-1563659
What price do you think just eat could get to this year?
Even when i had shares in JE. back in April, i would still order my food from deliveroo whilst at work. Ultimately the quality of take aways that deliveroo had on offer were far suprerior to JE. , its a different story at home but thats only because deliveroo havent found quality takeaways in my area lol Deliveroo is a niche market for higher spenders in the city so i wouldnt be overly concerned by them. The ultimate decider for me not to come back to JE. Is slowing uk economic growth....
Gotta keep upping the advertising spend to keep the orders coming in-deliveroo seem really busy in my area