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Not sure how well these results will go down. 28.2bil is at the lower end of guidance and we don’t know how much cash they have burned through which smears the adjusted loss. I’ll be watching closely at open
I’m in for 1500. Let’s hope goo news tomorrow! I’d like to see EBITDA loss of 1% of GTV which hopefully should exceed 30billion.
I pile in here with 2k shares lets hope trading update is stonking tomorrow
Suspect there is 15-20% upside here in the medium to short term. This has fallen far too low and as expected touched £35 before the reversal. Results tomorrow hopefully will provide much needed confidence to the market and also on the divestment of iFood and Grub with focus positioned strictly on the European markets where they maintain their lead position.
Tech getting slammed again. All my positions are red at the moment. Topped up in a few, hopefully see a bounce back up this week.
Results on Wednesday
Just took a position here. It’s the biggest in the industry and valued substantially lower than its competitors. Any lower and it becomes a potential takeover target. 5% EBITDA at 60billion projection give £3 billion. That’s impressive if they can meet their 15% growth targets.
Second that Pan - still looks to risky until we get the statement next week, if god I will be piling in here
should be good reading, looking to reestablish £50.
GLA
Will stay out now and wait until after the results on 12th. Seems to be attacked every morning with slight recovery later in afternoon.
I think bottom is hit today. I bought 500 at 36.67 hoping for a bounce tomorrow.
Stop losses kicked in so now hold zero of these. Probably go up now
Trying to work out the same. Valuation here is very odd as it appears low for Just eat takeaway Grubhub and the I food stake.
Does anyone know how to value this? They have 1.6bill in cash in 1.1bil convertible bond but they bought GrubHub for $7billion+. They own 30% of IFood and pretty much have monopolized the German market. I did not that 16% of shares are available to short according to Euroclear, but this looks cheap. Then again I have no idea what's cheap anymore!
Date Description Press Release Presentation Webcast
12 January 2022 Q4 2021 Trading Update
Correction 12th Jan last year.
FY results 2nd March 2022.
HTH
12th January
https://www.justeattakeaway.com/financial-calendar
is this worth a punt?
I keep reading much higher targets and am intrigued to give it a shot.
Any info on when the unconstitional price caps suit will reach the US courts?
Does anyone know when the next trading update is due?
68 EUR = £56.81 - Have I got that right ?
Directors vested shares as part of their package. Nothing to get excited or worried about imo. Crazy 8% price swing today. Opened up 2%, ended nearly 6% down. Low volumes though and mostly A trades.
Some large purchases. Maybe Cat-Rock holding statement soon. A tree shake perhaps.
What does rns 2day mean anyone
This was rumoured last week here https://www.bloomberg.com/news/articles/2021-12-16/cat-rock-capital-said-to-boost-stake-size-in-just-eat-takeway?sref=ztUfOWRz and then confirmed with an SEC regulatory filing https://whalewisdom.com/schedule13d/view/cat-rock-capital-management-lp-sc-13da-2021-12-21-grub. So Cat Rock have been steadily buying more over the past few months. I think they would put out a UK holdings RNS when and if they cross 7%, which is not far away.
more lock downs on the way here and across Europe.
price re-rate looks likely.
Looks like a reversal is coming. Cat Rock had set a timeframe of end of this year for the management to take some action to prop up the share price and they think this is vulnerable to receive a low ball offer at this price, which JP Morgan also agrees with. Will hold for share price correction to come in the new year.