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Just Eat Takeaway: Corporate Action Coming

Robert Vink profile picture
Robert Vink


  • Just Eat Takeaway released their full-year results today.
  • I believe the conference call today is a pivotal moment.
  • Management is talking with lots of suitors about Grubhub.
  • JET continues to own many high-quality food delivery assets.

Grubhub teken geplaatst in de grond in Humble, Texas.

Brett_Hondow/iStock Editorial via Getty Images

Just Eat Takeaway released their full-year results today and I wanted to share my thoughts on them.

Huge undervaluation

In every article, I try to discuss one hidden gem in Just Eat Takeaway (GRUB

This article was written by

Robert Vink profile picture
Robert Vink has graduated in Business Analytics at the VU Amsterdam, and is currently pursuing a CFA. In his articles, Robert has mostly covered underfollowed European stocks and technology / e-commerce stocks in general. Feel free to contact me on LinkedIn to further discuss equities.I am open to front office job opportunities in finance like investment analyst, equity research analyst and investment banking analyst.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of GRUB, TKAYF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (7)

What happens to GRUB after delisting? How can any good news be reflected in the NASDAQ ticker once it trades OTC where institutions won’t buy the stock and volumes are low? And then next year they are deregistering GRUB completely. Does anyone know what should be expected for the ticker GRUB?
@Old-Kentucky the stock has a dual listing on the LSE and AMS, there was hardly any volume on the Nasdaq.
Revenue doubles in two years but the stock tanked more than 50%. Why?
What happened today with this stock? It plummeted like crazy…
03 Mar. 2022
"With the rise of last-mile delivery, Grubhub's strategic value has only increased since the acquisition in 2020."
Do you really think anyone wants to buy into grub at a 7,2B+ valuation?
If not, what is the implied value of Grubhub for a company like Amazon or Walmart in your opinion?
02 Mar. 2022
Wishfull thinking analysis driven by huge losses on this position.. Mr jitse rejected a 2.3bn offer for ifood and now he will get 50% less for it.. At best
SA Analyst Are Bag Holders profile picture
$GRUB is heavily being under estimated. An undervalued winner looked over by this market. I agree that Amazon should buy at least 50% of Grubhub at the start to help them regain confidence. Shareholders left Grubhub because the original ceo left the board. They make it seem like if he was still the ceo things would have been different. That is not the case. Before Grubhub was sold to Just Eat Grubhub was struggling so Just Eat buying them actually helped out.
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