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Meh Questor has been down on JE from the start, said it was too expensive at 220p and now look it what it has returned for investors, when it gets keeps going up into next year (DYOR) they will still be down on it, remember JE is cash generative, true some one of the VC's sold a third yesterday but they still have kept two thirds in ! I wouldn't expect Times readers to be clued up on tech stocks
First share I ever bought ! I was a up a few hundred quid in 2 days, held on for a year and a half and now sold with a few hundred quid loss :( at least I've learned from this, remember to take ur profits ppl and never let a profit turn into a loss ! I wish this company all the best but progress has been slower than expected, *IF* the visa deal went sour this would be worth 2p so set ur stops.
Yes it's a big valuation but II's believe in this company and the first set of results were excellent, I'd expect such a company to make more money in the second half of the yr also due to ppl staying in from the cold.
They are already very far ahead of the competition as far as I can see in the UK and Denmark and have a lot of net cash for extra countries and ads, their marketing team seem to know what they're doing, I've seen their ads on buses, tubes, youtube etc...they are pushing for that household name, of course what they do could be replicated but the same goes for ebay, asos plus any ecommerce co, customers will go with the one that has the biggest restaurant selection and the one that feels safe i.e you'll get a refund if anything goes wrong, they do have exclusive deals which you can only get online and they have just announced a price promise so that you dont pay less by going straight to the takeaway http://www.just-eat.co.uk/pricepromise I'll agree the valuation is large but remember this is not an Ocado, this is a proven cash generative business that is growing fast (in one interview the CEO said that it is growing faster than it's us competitors), also found this in the share tips: True, the shares are trading on a preposterous historical price-to-earnings multiple of 100. However, if one concentrates on its ‘core’, and profitable, markets – which are Britain and Denmark, then that multiple decreased to 50 times earnings, on the basis of reasonable projections. Furthermore, by 2015 it is fair to expect revenues to double when compared with last year’s levels. In parallel, it is likely the losses in which it is incurring to expand in 11 new geographies will at some point disappear, if it is able to replicate past successes. Under such a scenario, which makes optimistic assumptions for several “unknown unknowns”, the above valuation metric drops to 30. Even so, and despite the fact that it is an interesting business with a strong market position, there is no reason why retail investors should rush to get in now after having being left out of the initial sale, says The Times’s Tempus. I'll be very interested to see the first results but this business should be able to scale very fast. DYOR
*IF* we are seeing a paradigm shift in the way ppl order takeaway (i.e in 3-5 yrs time most ppl will be doing it via an app or website) then this company *could* be huge they are the biggest player in their market at a time when it seems that their idea/change is catching on just like ebay/amazon 14 yrs ago, remember this business is already cash generative, not suprised to see it falling as the conditional trading and marketing was so strong but if the first set of results are strong then this is poised to take off if they can keep their biggest player status.
Nice article in Investors Chronicle on MPO, lots of positives mentioned and an upped target price of 230p.
Nice recovery, resistance at 55, the gains last week were genuine, this share is getting stronger.
One of the most popular boxers in the world Manny Pacquiao will be fighting in Macau next month, this a big shift as nearly all his previous big fights have been in Vegas, one of the largest boxing promoters (Bob Arum) is trying to break the Chinese market so it's something we could see more of in future http://www.telegraph.co.uk/sport/othersports/boxing/manny-pacquiao/10206112/Manny-Pacquiao-to-fight-Brandon-Rios-in-Macau-at-10am-to-cash-in-on-US-pay-per-view-market.html
Just got my 33p shares, price should be going up towards end of the week I think !
I just read the RNS again and just topped up, new proposed company name 'CloudBuy' and new directors, feels to me that this company has so much growth in it: change the Company's name to "cloudBuy plc". To be passed, each Resolution will require, on a show of hands, a majority of 75 per cent. or more of the Shareholders voting, in person or by proxy, in favour at the General Meeting in respect of that Resolution. If any of the Resolutions is taken on a poll of Shareholders, 75 per cent. or more of the total voting rights of members voting in person or by proxy in respect of the relevant Resolution must be cast in favour. Proposed new directors of the Company The Company also announces today that it intends shortly to appoint two new non-executive directors, Patrick (Paddy) Broughton and David Chellingsworth. Patrick ("Paddy") who is based in Australia joins the Company as President of Asia Pacific. He is a very experienced banker who from 1987 to 1995 worked at JP Morgan, rising to European Head of FX Sales, prior to joining SG Warburg in Sydney in 1997. From 1998 until 2009 he rose to Head of Equity Capital Markets at ABN Amro Rothschild in Sydney before being appointed as Global Head of Equity Origination for RBS and Chief Executive of Hoare Govett in London, a position which he held until 2012. He is currently Chairman of the Dixon Advisory Investment Committee. David Chellingsworth is a qualified Chartered Accountant and was formerly the finance director of @UK between 1999 and 2001 (before its flotation on AIM). He spent the majority of his career at British Gas. Subsequently, he served as Finance Director of Advanced Medical Solutions from 1994 to 1999 where he oversaw its successful flotation on the Official List in 1996. Since leaving @UK, David has acted as Finance Director of private companies, including Cyworks plc and Medtrade Limited and acted as financial consultant at UK Biobank Limited. It is intended that David will chair the Company's audit committee.
Suprised this is in the red today on a day when the ftse100 and market in gen is doing well but I will keep holding.
How much do ya'll think this is going to rise ?? better be good with a 33% spread, some ppl will be getting burned on this surely.