TKAYF News and Press, Takeaway.com NV From 07/06/22

Just Eat Takeaway partners with Amazon through a commercial agreement to accelerate growth in the US. Under the commercial agreement, Amazon acquires a 2% stake in warrants of Grubhub and a 13% stake in warrants if certain performance conditions are met. The commercial agreement r...

Analysts weighed in on the news that Amazon ( AMZN ) is taking a stake in Just Eat Takeaway.com's ( OTCPK:TKAYF ) Grubhub. Under the agreement, Amazon ( AMZN ) will acquire warrants that work out to a 2% stake in Grubhub and can acquire warrants representing an ...

This article is an update to my previous article about iFood, which is worth a read. At this price, Just Eat Takeaway's enterprise value is for a big portion made up by its 33% stake in iFood. Since Prosus owns 66% of iFood, the only question is when this value can be realized by ...

Prosus has continued to underperform Tencent's stock, its largest holding. The discount to NAV has continued to increase at a magnificent pace. The market is pricing in no buybacks and more food delivery investments. For further details see: Prosus: Huge Discount Implies...

It is important to understand that JET holds the strategic assets; the competitors need these assets, JET can choose what to sell. JET could make three big deals in the six months with its biggest competitors. No one believes the CEO will do this. But it is the rational decision. ...

Just Eat Takeaway.com N.V. (OTCPK:TKAYF) ended the day in Amsterdam with a 0.11% gain as shares continue to struggle to break out of their recent slump. Investors looking for growth stocks may have reasons to still be interested in the online food ordering company, according to Goldman Sachs....

Deliveroo in my view is less attractive than its food delivery peers for a multitude of reasons. Deliveroo has no leading market position outside London. And in London Deliveroo's biggest competitor, Just Eat, is trying to gain market share. In France, Deliveroo's second-bigge...

Yesterday Betaville publishes on their website an interesting rumour. I wrote an article in January that predicted this too. Just Eat Takeaway continues to be significantly undervalued and that makes a takeover bid a high probability. For further details see: Just Eat Ta...

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. For further details see: Just Eat...

Just Eat Takeaway.com N.V. (GRUB) Q4 2021 Earnings Conference Call March 02, 2022 04:30 AM ET Company Participants Jitse Groen - CEO Brent Wissink - CFO Jorg Gerbig - COO Conference Call Participants Andrew Ross - Barclays Joseph Barnet-Lamb - Crédit Suisse Giles Thorne - Jefferies Andre...