Member Info for sudnal

People have taken far too much risk here by loading significant amount of shares some to the tune of thousands of shares. It is not about business fundamentals but it is about geo politics.

This is getting a pounding day after day...Market conditions not great due to Russia - Ukraine War and neither have the results below expectations and still making a loss due to investments.

I suspect the market is pricing that the dividend will not be paid. This is not about fundamentals of the business anymore, its more with the geopolitical tensions and im afraid this is only going one way.

Be under no illusion, no price is a good price here. Get out while you can and save whatever is left.

Living in hope and denial will cost dearly. Iam not a paid banker, but someone who has invested here at 107 and sold out at a loss for 69p. So had my dose of bitter pill.

From the price action all indications are there will only be two results possible. Either 0 or higher prices. But precedents are already set with Germany banning trading of Russian equities, which unfortunately is clear for other NATO countries to follow. Looks like the writing is on the wall otherwise these prices are unimaginable for a business of this size and profits.

Markets knows more than what collectively everyone in this board knows and hence the continuous drop. Save your capital (whatever is left) by moving out now.

All signs are that this is getting delisted.

IG would not let you buy.

No. Unless you want to lose all your money.

Im pretty sure that the management will be under a lot of pressure from major shareholders to take some action and swiftly. Infact i would not be surprised if they are already working on a takeover approach at these prices from suitors. The enterprise value is now equivalent to what they've paid for GRUBHUB alone. Clearly there is value here.

Started investing in this at 119P and thought it has good risk reward. Already down circa 15%. Will average out at 95P and at 85P again should it get there.

No body can call the bottom and looks like it has fallen further across the pond. Delisting the company in USA will make some funds sell the share and also the sentiment with Delivery Hero, hostilities with Russia, perceived interest rate rises have also not helped. I have the belief that there is strong value here that will be realised in time. Activist investors are also behind management to take action to prop up the share price.

The entire company is now valued at $9.45 bn which is laughable really as they've paid $7bn for GRUBHUB alone. The value for the rest of the firm covering Just Eat, Takeaway.com, iFood and others all together is now $2.46bn. It surely has to be a takeover candidate.

This seems to be going only 1 way i.e. down in the interim. Think news of bid or sale of iFood or Grub could be the positive trigger. Goes without saying that its trading at way below its intrinsic value.

I think it is now a clash of the egos between the City, MM as MM made comments on the city that the London IPO process sucked from start to finish. They can’t let this fly as their ego all be hurt. This entire saga resulted in a complete savage of trust and investment in the city for the largest Technology IPO for almost a decade esp given that most people of the commitments made during the IPO appears to have been met except for a marginal decline in margins.

Shorts normally close after 3PM after hoovering up the shares in the morning like the other day. Just stay put and dont give away shares on the cheap.

For the price to fall, people should now sell. It can only happen two ways, shorts increasing or funds or PIs selling. Funds wont sell at this stage, most PIs wont sell, do shorts dare increase their position considering the rumour has some legs. Doubt it. They would be scrambling to close their positions on the contrary.

Everyday movements will make people make the wrong decisions as you will see the ups and downs of SP. It is an addiction that people can’t come out off quickly. Switch off your PCs and check once in a month and see how it performs.

What do people think are the prospects here in the short to mid-term? Does appear that takeover could be a distinct possibility.