The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Looks like 19s coming again.
Honestly, doesn't make a good reading.
https://www.straitstimes.com/business/companies-markets/just-eat-coo-under-investigation-for-misconduct-at-company-event
With the chair not nominating himself, other funds angry on CFO and senior management for mismanagement and forecasting incorrect numbers, its not going looking good in the short term and i suspect this will drop to £15-£17 (barring acquisition interest from external parties)
I bought these last week and managed to get out with 10% profit yesterday. I decided to sell after using the platform for a takeaway Friday. The £7.50 premium (£29 at the drive thru £37 on the app) was enough for the mrs to get her shoes on and drive 1.5 miles. Far too expensive and will going to struggle as belts tighten.
With Amazon in the weeds and these fast grocery tickers all smacked down -- I can see some big consolidation on the horizon soon, things could get very spicy quickly
Could some of u smart lads tell me when to buy .is it now or later .
No amount of activism is able to hold the price. Recent results are yet another profit warning and admission that they've swallowed too much more they can digest and wanted to get rid of GRUBHUB. This loss making business with huge revenues requires a different breed of managers to navigate these stormy waters. That said removal of management team will cause instability in the short term and that new management might come and do a kitchen sinking job. Suspect this might drift downwards in the short term to £15 before recovering.
Hargreaves Lansdowne say they need to submit votes on my behalf. Has anyone else found the same or been able to do the votes directly and electronically? I am following the voting suggestions in the linked article. Basically I want to see share buy backs but no more shares issued, and replace some of the board. https://www.prnewswire.com/news-releases/lucerne-capital-management-discloses-vote-for-the-may-4th-just-eat-takeawaycom-annual-general-meeting-301525486.html
how is it not a 4b company. Look what they paid for grub hub alone.
How is this a £4bn company? I think you will keep seeing new lows for the foreseeable future! And it's already down 74% from its 52 week high. Another 74% drop gets the SP to 548p. Another 74% drop after that, assuming it's still in business, and the SP would be 143p. Good luck!
I c a new low here.i feel it in my bones . Getting near the bottom can be v rewarding. Ì
It's a strange world where it's cheaper to order a takeaway meal than cook one yourself but that won't last long! Retail sales are plunging and discretionary spending could halt completely. It might even become fashionable NOT to spend money. Is it possible for an Economy to disappear up its own rectum?
Helu.it looks more like a £20 to end the week than£25 .it has now fell 9 of the last 10 days. Its surly due a bounce but when.
piled back in on that year low looking good here happy with £25 by close of the week
This should be a massive boost to sp and realise value for shareholders!!
Will results put share price up or down .anyone any thoughts .
Suddenly no orders?
Hamz I think results are this Wednesday coming. Correct me if I'm wrong.
A busy fortnight ahead. Lets see if some "activist" shareholders have any success at the AGM, voting to replace the board, allow buy backs up to 10%, and forbid new share issuance, amongst other things. See the link for a Dutch manager's voting intentions: https://www.prnewswire.com/news-releases/lucerne-capital-management-discloses-vote-for-the-may-4th-just-eat-takeawaycom-annual-general-meeting-301525486.html I wonder how many private investors get time to vote on AGM stuff?
Where the fk is the bottom here.why is it dropping everyday.i have 1000 shares average 23.50.i have been trying to get the bottom but it always goes lower.
I am addicted to this company. This is my thesis. We as human beings want to be lazy, fed like the consumer cattle we truly are but hate to admit. People will always spend money on comfort. Sex is comfort, drugs is comfort, drink is comfort and yes, food is comfort. We are slap bang in Lazslo's hierachy of needs, way above many material things (sold by companies with very high valuations).
Nothing unusual here. It will not go straight up. It’s a typical retracement from overbought territory. It was a nice bounce from key fib level today at 2370.
My sell target is 5200 (over 100% from now)
On the other hand, if the price goes below 2250, then the recent rebound is invalidated.. we could say it was a massive fake out on Friday - so called exit liquidity. However, the company is now undervalued and easy takeover target so if the price keeps going down.. I’m increasing my position.
To top it all, Barclays said JET is the closest to break even P&L wise so when it finally starts generating profit, you’ll have a gem in your portfolio.
Why its dropping?
And the money started rotating into this little gem.. off we go to the moon
Buy rating advised with target at £60.. catalyst in, technical stage set.. off we go. Might take a while but £50 should be in within few months