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Coming in... any holders wish to share their views?
What a difference a broker rating makes!
Or is it Ocado? Or both :))
At some future time In History these types of companies have to start making a profit, generating free cash flow and paying a dividend. Surely? Either that or they get acquired by some ridiculously overvalued US company :))
After watching the BBC report I would rather starve....
Nobody at the company would comment on the investigation :( really?
Neigh Über or Deliveroo have a successful business model for fast food delivery - they are both in heavy debt and Peter Plumb changing the JE stance on delivery has in my opinion caused share decline - JE is too big to worry about a company like UBER who can't even get a licence in some cities. Good buy and a real earner in next 3 months!
Trade war and Italy debt fears are weighing on the market in general. Plus Uber potentially buying Deliveroo has created uncertainty regarding potential future growth for Just Eat.
No idea what's going on....down 20 percent in one month as bought when I thought it was a temporary dip....clearly I was wrong... holding now for the long haul
What is going on here? The SP should be heading the other way—up?
Strong reaction to nothing. So what if UBER might buy Deliveroo? A strong buy at this price.
OMG - Uber potentially buying deliveroo and SP plummets or was it the director share options yesterday - any intel appreciated?
Agreed, worst part is i cant seem to find any reason why
Sigh.
Not sure. This SP has continued to drop since the last results. Can imagine that it will pick back up in the run up to Q3 results 1st Nov.
Anyone know why the sp is falling so much?
It will be interesting to see how the SP reacts to the news tomorrow. Strong buying on the lead up to last set of results and SP dropped. More selling back end of last week and today which has caused a retrace ahead of results. Fingers crossed it doesn't do the same as last time.
I'm guessing he must be head of buzzwords, cliches and acronyms.
I'm not investing.
Ridiculous drop in share price. Just Eat is a well run company and a expect a retaliation soon. Lost 7 or 8 % today but that will come back. Over the year up 29% before today, will see that back before long. Wish I could top up at this price
i know right, chancers! I just can't see the drop on this being justified which is why I've bought in...BOO, I did see a correction coming...but if we play the long game then I'm sure they'll come through for us!
Hi a Patel, I noticed that your also on the Boohoo thread, these 2 shares should be winners, but no sign of it yet!!
i actually think the news of the 50m investment on delivery isn't as bad as the market seems to have taken it. i've bought in at 766 and still very happy. yes they're behind the leaders like uber eats and deliveroo. but they need to tackle these markets and get their foot in it while they still have a chance. the size of a company like JE can definitely do it. i think this stock is a medium-long hold, providing the investment does pay off and their revenue continues to increase.
Hi all, very Quiet on just eat forum, keen to know your views on the next 12 months on just eat. In my opinion, I think it's going to be a good summer with the world cup and people ordering on line, specially with a lot of games been in the evening. Regards the 50 million investment on delivery, I think they should reconsider because it's just going to add to their overheads unless they put the deliverys out to contract just like signing up the shops. Interested to hear your thoughts.
trouble here is that in my city all the JE signs are disappearing fast and being replaced by FHub - they tell me FHUb is much less expensive for the food outlets to use. Cutting their costs and no difference in how it operates. Being in business myself, if i can cut my costs by 20+ % !!! with an alternative that looks good & is good - then i would give it a go too! It makes sense. Who wants to buy a JE pizza costing 20% more, against a FHub Pizza ? That leads to the question as to how JE is going to handle this ? cut the cost to match the competition or try to make an expensive take over bid for FHub. Check out your own high street folks.