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2021 FY net asset increase of 37.5%, revenue increase of 50% and a profit increase of 130%. Est EPS for 2022 37c/27p is a 20% profit yield on the current valuation, with 2023 30p 23%. The Vulcan plant is coming online this quarter plus news on Karo platinum, very low valuation possibly because 67% of shares are held by insiders and 9% institutions. This company is going places whether the middle men want to value it properly or not.

Q1 GTV 4.5b, Q4 GTV 7.4b. Impressive growth, highly positive to see the board welcome the EU regulations, they were ignorantly perceived by the market as negative for all company's within the gig economy. JET fell 30% from it's current 52 wk low of 5000 to hit 3500 a new atl. Deliveroo also fell to new lows, the regulations have a strong negative impact on Deliveroo Uber and others but not JET. So by hindering the competition this is beneficial for JET. Current mcap of 8.47 bn is very low considering Prosus bid of 6bn for Just eat alone a couple of years ago. I think 7000p is a reasonable target from here.

The figures all came from RNS's and are accurate, unlike your foul and insulting language which is a reflection of you Lee. Taking out a loan to pay off an existing loan is not positive.

I think the news article is positive, Just eat in discussion with several potential partners to strengthen its US market position after reporting orders were up by a third for the fourth quarter.

Positive RNS, production above 3 m for the quarter. Have a dividend estimate of 84-92p for FY21, so do we expect some specials in March before the final in June?

The company is expected to make a loss of around 342m for FY 21,this will further impact the balance sheet as will the other 2 expected losses over the next 2 years. In 2018 revenue was 4.7b and 2021FY revenue is expected to be down 5% on 2020s 3b making FY 2021 revenue 2.85b, quite a reduction from 2018s 4.7b. In 3 of the 4 main areas of the business revenue is decreasing at a high level and net debt at 4.2b is obviously quite high. Quite a rise today, now the rsi is 72, expect to see this lower.

FY 2022 EPS estimated at 41, 2.7% profit yield at current valuation, no dividend, 2023 and 2024 eps estimates are 55/3.7% and 65/4.4% with a 52 week high at 1,600 currently at 1406, 2018 FY EPS was 40 with a 52 week high of 1024 so 2022 profit to market cap is estimated to be the same as 2018 yet the sp is 40% higher. It appears all the optimistic potential growth is already priced in, this being cyclical and stimulus ending the emerging economic reality will hit this, although the updates were good the numbers do not support the current valuation.

When is the q4 trading update?

Bad news Deltacron down go travel stocks again.

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.

It's now 40% higher than the pre pandemic ATH of 2400 in 2019. Now priced at an all time high, based on current valuations if 2021 eps is 113 as estimated that is a profit yield of 3.3% with a dividend yield of 1.6%.Greggs would need to double profit from 2019s 86 eps to 172 and the current valuation to stay the same for the profit yield to be 5% and the dividend yield to be 2.5%.Other companies with higher yields than that unlikely scenario are priced at 52 week lows. Any explanations to this valuation?

Does anyone know when the next trading update is due?

That's the market cap 16.26 billion now

The facts are there is no end in sight to government measures. The market bull run driven by QE is at an end as taper comes fast. Economic conditions are worsening like most global markets Greggs is at an ATH and this isn't driven by fundamentals.

Carnival dilution really hit holders, the mc was once 6.9b at 948p it's now 16.3b at 1400p, so we are actually above 2300p now. We've had 2 yrs of restrictions and the board is optimistic for 2022?Carnival will only make a profit when governments stop restrictions, but they are here over a mild variant and will be over the next one, I see no certain end.

Trading volume over the last 81 days of 31 more sold, of 47 more bought of 3 average, but a consistent sp decline. For 2022 the rise in AISC was likely, cause inflation. The 50% increase to 150m cost saving programme, the annual production increase towards 500k and the 25% increase in gold reserves outweigh 1 year of high AISC plus gold could be higher in 2022,sp too low for fundamentals and prospects, opinions?

I expect both to rise but if gold and aisc were to stay at 1750 and 1250,annual profit would be 225 m usd on 450k production, 2.25b usd
over 10 years, add the current balance sheet and net assets of 1.4b usd, does it not make sense to take this over and turn it private.

How did they fund the Grubhub purchase? Takeaway paid 6.2 bn for Just eat who combined paid 7.3bn for Grubhub, they received a 2.3bn offer for their stake in Ifood, any idea of the Valuation for takeaway alone or the entire business combined.

Thanks Sudnal, this is at a great price to buy. A real bargain.

Anyone have a valuation for this company. The 6.2b merger, does that mean the entire company was valued at 6.2b, and the 7.3b Grubhub deal, was that the cost of the purchase or the valuation of the companys combined.