Member Info for jk290483

@Conv I think there's actually many non-patriotic reasons to invest in FTSE rebound stocks. Overall our stocks are massively underpriced compared to US stocks and if u use a non-taxable vehicle like an S&S ISA it's beneficial as well as avoiding the WHT headache but also the pound is weak atm and will get stronger next few years. We also have very conservative institutions which will be happy to jump back on board at a much later point than the speculative retail market.

I can see shorters dropping out, RR is majorly institutional so it won't be a big squeeze but some of the big holders divested so I wonder if they buy back in. If not I think we see resistance in the 90s H2... 120p by end of the year I reckon!

https://mywallst.com/blog/is-deliveroo-an-acquisition-target/

Correction 2024 he loses his golden share... but may force his hand earlier. I don't see him selling to another food app either I think he'll get better value from a large tech co.

ROO have the best tech, the best partners and the best brand... the brand name is used as a byword now for deliveries even if it doesn't pertain to ROO (even the neg stories keeps the name in the consciousness) so I have confidence their efforts to get marketing spend into a more sustainable position as GTV continues to grow. I don't really agree with some of the comments around cold or lukewarm food, that's always been an issue with takeaways and most people are happy to use a microwave. I also don't consider it will be an all-out victim of tightening pockets as people, couples especially, will move from restaurant dining to takeaway for that reason as it's not very expensive for the end users of these apps. I bought back in to reduce my average down to 150p, happy to sit on it now until 2023 when Shu loses his veto on takeovers. If this drops to 75p I'm going again!

ITP and better sentiments from the wider market this will fly for sure... I'm a "don't count your chickens until they hatch" kind of guy but would have bought back in without the ITP sale tbh so it will be a massive bonus for sure!

I think they could have done more to avoid pessimistic media interpretations of certain phrases in the report, which will no doubt happen but good to see all the positivity this morning. Bought in at 79p to bring myself in just under £1 for my biggest holding now. Onwards and upwards indeed, short-term thinkers will miss out on this one, older heads will prevail greatly long term...

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