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Just Eat Takeaway.com N.V. (JET.L)

LSE - LSE Delayed price. Currency in GBp
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6,391.00-63.00 (-0.98%)
At close: 4:35PM BST
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  • S
    StephenUK
    JET is an absolute bargain at this price. Will be a defensive Covid share for this winter
  • B
    Bastian
    From +260m #$%$ AEBITDA in 2020 to -400m #$%$ AEBITDA in 2021. Thats why its down so much, its never good for a growth company to decrease margins.
  • T
    Tim
    Hard to predict wat tomorrow’s earnings call will do to do the stock. Any thoughts?
  • R
    Roger Kwiatkowski
    Makes little sense why it dropped so much today. As the price drops there is a higher chance other company buys it.
  • e
    eagle
    What is the prospect for this share in the next 6 months?
  • S
    Slow and Steady
    Truly a buy the dip moment in my eyes. Market is very harsh in its reaction. Yes, GRUB didn't do well, but did anyone expect otherwise? Numbers where JET has been active for a longer period were good en showed growth. I think it's very smart to focus on the areas where Grub has a stong presence for now to get a foothold in the States while focussing on maintaining their dominance in Europe.
  • S
    Slow and Steady
    JET will buy Slovakain online food-delivery bussines today for 50 milion. Deal will be finished later this year. Bistro.sk is market leader in Slovakia and is already profitable.
  • J
    John
    Grubs order growth slowed from 11% to 7% yoy, not a good sign, especially as rev/order is under pressure too. Q3 numbers are likely to be worse as deliveries during the summer , especially after covid when people are out in mass, will most certainly slow down. I think all these models will come under significant pressure over the coming months.
  • R
    Rudolf
    why down so much the numbers were fine
  • R
    Roger Kwiatkowski
    I'm buying this stock heavily, undervalued. I think they should sell Ifood and buy back their shares. Or pay out large dividend to share holders. That might bumb the price up
  • G
    George Apostol
    What happened to the stock price in June falling from $ 120 to $ 18?
  • J
    Jack Ma Jr
    Technical support levels are: 66 euro / share and next level is 44 euro / share.
    For those swing traders out there might be interesting.
  • L
    Leo
    bank of America targets 135 TKWY and 32 dollars Grub
  • J
    John
    Morningstar thinks only two players will exist in the long run, UBER and DASH.

    M* thinks DASH’s network effect and intangible assets (data) will allow them to dominate.

    Seems to me it’s not uncommon for three players to dominate in other industries. With an expanding market of “$1 trillion worth of goods and services by 2025,” there’s an expanding pie for GRUB to grab.

    Furthermore, GRUB’s comparatively low valuation vs the others, fully reflects the low odds of success.

    Need I mention the other delivery properties owned by Just Eat Takeaway?
  • J
    Jack Ma Jr
    Dutch people are generally bad at reading earnings: it trades at 13 x revenue and the net loss increased. That is a very steep valuation. Buy them after they are profitable with a good margin and a cheap valuation.
  • R
    Rudolf
    Just hold takeaway
  • S
    Spekt3r
    So... Who got stuck holding the bag?
  • b
    beeker
    Signed up to (http://tradingstrategys.com) last month and instantly saw why my trading buddy has been banking so many winners. She tried to fly under the radar but the secret is out. Join them today.
  • A
    Anton
    Institutional shareholder (0.4% of shares) Oceanwood, calls for action in the form of selling the 33% share that TKWY has in iFood, a Brazilian food delivery company. This would be needed to free capital for a share buyback. Oceanwood believes TKWY is trading at a way too low price, with their price target of over 120 pounds (47% undervalued according to them).

    For the dutch speaking among you, here’s a link to an article covering this.

    https://www.deaandeelhouder.nl/nieuws/2021/06/08/aandeelhouder-oceanwood-roept-op-tot-actie-bij-just-eat-takeaway-com/
    Wil verkoop iFood en inkoopprogramma eigen aandelen.
    Wil verkoop iFood en inkoopprogramma eigen aandelen.
    www.deaandeelhouder.nl