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

LSE - LSE Delayed price. Currency in GBp
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1,666.40+73.20 (+4.59%)
At close: 04:35PM BST
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  • T
    Terminal Gravity
    Bottoming today? Trading at less than 1x revenue and unloading or spinning off Grubhub. Too cheap at these levels. Accumulating.
  • T
    Terminal Gravity
    Held the lows. Close above $19 would be a great sign. Accumulating.
  • C
    Cade
    $16 million company ski trip!!! Prison should be the company’s next annual trip!
  • T
    Terry
    Sack the entire board I'm not even an investor but I'm looking to start a position they must sell GrubHub way over paid and they need to focus on turning a profit!

    Hoping for an activist takeover from Activist investor Cat Rock Capital!
  • M
    Mick
    Bottom is set?
  • C
    Chris
    Targeting positive EBITDA this year, thats good news.
  • P
    Peter
    Covered short at $5.00, made enough and don't want to deal with delisting issues... This company will never make money - too many expenses while the service they provide is non-essential, has too much competition from stronger, bigger players and too many legal problems. Lousy management (both GRUB and JTKWY) doesn't help. "Positive EBITDA" is a managements' sales talk when company can't make actual profit.
  • O
    Obi
    An activist shareholder says investors should vote to fire the board. What are the opinions here? All I can see is so much fear which is making me greedy to buy more. New board and GrubHub sold would be a nice perspective for the bright future.
  • M
    Mick
    Good forecast looking at the results!
  • O
    Old Kentucky
    I’ve never seen worse destruction of shareholder value starting with buying GrubHub a US based company and delisting its stock six months later! I guess that’s not working out. What a waste of shareholder money 💰!
  • D
    DeWalt
    UBER can easily buy TKWY with own shares against 0,8x GTV (~EUR105/share) and become the global food delivery winner. Synergies are huge, this is a one time opportunity for UBER or Amazon. 1/3 of iFood is a nice bonus for an acquirer of TKWY.
  • M
    Mick
    However the stock fell far, imo it seems to bottom-out the last few weeks. Im stil convinced TKWY is a good bet for some serious provit in the next 1-3 years. Here in Holland everybody is very loyal to TKWY dispite new competitors like uber and deliveroo
  • Y
    Yenek
    They communicated along with their annual report that they would ‘delist’ their Nasdaq listing in order to cut costs and also because only limited share float (<10%) was trading on the Nasdaq. Majority is trading in London and Amsterdam. Hence, no issue.
  • g
    garry
    So my shares have disappeared from my broker account. Have i now got shares in a company that I will probably not be able to sell any time soon? My own fault really. Been busy and not checked nothing for a long time.
  • K
    KOALA
    I expect the CEO mister GREEN will finally quit his job at the upcoming board meeting, there will be allot of shareholders on the Annual General Meeting in may! I won't be surprised if there will be bus loads of people...The management has blown all of the money of the roof....other option they cancel the meeting!
  • A
    A2P
    Delisted??
  • j
    js
    Any nuew from this jump?
  • b
    babar
    This stock will pop up tomorrow remember my words
  • U
    U
    Ufff big jump
  • U
    U
    Super undervalued, will only get higher coming months...