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Just Eat faces data breach probe after driver pervs on female customer

2018-01-18 01:31:30

The Register today reports on an incident at Just Eat (JE.) which appears not to be a one off and suggests that the Company's attitude to data protection is bordering on the reckless. The one incident now sees Just Eat suffering an official investiogation but the victim says that other women have now contacted her and so this could be just the tip of the iceberg.

Just Eat PLC More Downside from 500p - I'm Short

2017-03-01 01:13:30

I bought a few Just Eat (JE.)for a trade recently on the basis that the share price fall on the news of the standing-down of founder and CEO David Buttress was probably overdone. The shares have continued to drift and I have sold out at a small loss and opened a short at 500p

Just Eat – Heavy price to be paid for spectacular potential

2016-07-28 04:45:16

Earlier this week, I covered Fevertree and noted that despite the extraordinary earnings multiple attached (100x the most recent six-month result), I thought a portfolio of similar companies might do reasonably well over the long-term. Of course, this would require that we succeeded in finding at least a couple which did fulfill their organic growth potential – not easy – and held them for the long run. This morning brings interim results from Just Eat (JE), and the features are somewhat similar.

Just Eat looks too expensive - avoid!

2016-03-03 00:59:52

With some businesses you need to include a fair bit of value for high growth rates, but in the case of Just Eat (JE.) I think it is currently over-valued.

Just Eat ... more fine dining than Grub?

2015-10-28 00:54:53

Pursuant to yesterday's warning by the US listed online restaurant order and delivery service, GrubHub (GRUB US, market cap $2.2 billion), I sold short a few shares in Just Eat (JE) - market cap £2.9 billion, the UK listed online restaurant order and delivery service. 

Zak Mir's Bear Call Of The Day: Just Eat: Below 50 Day Moving Average Targets 350p Zone

2015-06-06 01:20:25

It can be said that shares of Just Eat (JE) have been on the ropes at various times since they came to market just over a year ago.

Just Eat; beware the insider share sales!

2015-04-10 04:10:36

A bunting of red warning flags is now billowing gently over the share price of Just Eat (JE.). I first identified this as a candidate to watch for an opportunity to short at the start of last December. Unfortunately I then chose shorting Just Eat as one of my tips for 2015. That decision is going to come back and bite me, but now that Just Eat is trading at 435p (last seen), and after the flurry of recent insider selling, it is time to revisit what could be a cracking trade.

Ben Turney’s share tip for 2015 - sell Just Eat @ 319p

2014-12-30 01:38:22

I first covered Just Eat (JE.) at the start of December. Three of the company’s founding investors had just sold £139million worth of their holdings, through a discounted placement. This looked like a not so tacit admission that they saw limited further upside for the stock and were very keen to reduce their exposure.

Just Eat? Just short more like

2014-12-05 06:26:38

Earlier this year, Doc Holiday made a sublime call to short Ocado (OCDO). His timing was perfect. No sooner had Doc sounded the death knell for this stock, the share price took a cliff dive. The logic of Doc’s call was deadly simple – “sell the founder”. 

JUST EAT plc – up on interims, but should investors be hungry for the shares?

2014-08-13 07:09:41

Shares in JUST EAT plc (JE.), which describes itself as “the world's largest online & mobile marketplace for takeaway… (which) connects 6.9 million active users to over 40,000 takeaway restaurants in 13 countries” have moved more than 9% higher, to a current 240p, on the back of results for the first half of 2014. The outlook is that “July's results continue to show significant year on year growth and we are confident that this momentum will be maintained”. With the shares having reached more than 290p following the April IPO, I now wonder how greedy the current share price is?

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