Aandeel JUST EAT TAKEAWAY AEX:TKWY.NL, NL0012015705

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Daarom schreef op 19 januari 2023 14:45:

[...]

Dat ik volgeladen zit met aandelen JET en geen cashpositie meer heb om bij te kopen. Anders zou ik dit zeker doen!!

Ik heb nog wel andere aandelenposities, maar die wil ik nu niet verkopen aan m JET te kopen.

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DeWalt schreef op 19 januari 2023 14:04:

Feecaps aanpassing hangt in de lucht! www.crainsnewyork.com/technology/grub...

Nog 1 endorsement te gaan legistar.council.nyc.gov/LegislationD...

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Steef89 schreef op 19 januari 2023 13:27:

Operator (Operator)
[Operator Instructions] We will take the first question from line, Giles Thorne from Jefferies.
Question
Giles Thorne (Analysts)
A simple question and 1 for Brent. Given the EBITDA momentum of the business and the impact
of the deleveraging from the iFood sale on your cash interest, do you now expect to be equity
free cash flow positive in 2023 on a full year basis. And if you could frame your answer as a
bridge from EBITDA to cash flow, that would be really helpful, Brent.
Answer
Brent Wissink (Executives)
Well, taking into account the guidance that we just provided of adjusted EBITDA of EUR 225
million for '23, we expect cash burn to decrease from EUR 550 million in 2022 to EUR 250 million
in 2023. So this excludes working capital and other cash movements so we will burn some cash
next year. That's the EUR 250 million I just quote.
The cash position ended this year is approximately EUR 2 billion. including repayment of the ING
loan of EUR 300 million. So that has already been repaid. So we believe that we're in a quite
very comfortable position for the future to invest in the areas where we believe we should invest.

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Daarom schreef op 19 januari 2023 14:45:

[...]

Dat ik volgeladen zit met aandelen JET en geen cashpositie meer heb om bij te kopen. Anders zou ik dit zeker doen!!

Ik heb nog wel andere aandelenposities, maar die wil ik nu niet verkopen aan m JET te kopen.

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wiegveld schreef op 19 januari 2023 14:49:

[...]
Hopelijk zit je niet vol sinds gisteren voor je.
Maar niet slim om jezelf klem te zetten met aandelenhandel

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SEVA_ schreef op 19 januari 2023 14:27:

[...]

Transocean gaat toch als een trein? Volgens mij sta je dik in het groen.

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Daarom schreef op 19 januari 2023 14:54:

[...]

Ik ben zeker niet slim… maar ben erg tevreden met mijn rendement de afgelopen 10 jaar.

Gak JET € 21,50

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Kleine hap schreef op 19 januari 2023 14:49:

[...] Wat betekent dit voor JET?

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wiegveld schreef op 19 januari 2023 14:57:

[...]
Dan zit je niet klem en kun je deel toch met winst verkopen?

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Daarom schreef op 19 januari 2023 14:58:

[...]

Dat de feecaps gaan verdwijnen (of er iets anders voor in de plaats komt).

Het is in ieder geval goed nieuws. Minimaal 10% stijging. Maar zoals gisteren en vandaag kan de stijging ook weer ‘als sneeuw voor de zon’ verdwijnen.

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Monty68 schreef op 19 januari 2023 15:11:

De analist van Morningstar is razend enthousiast.
www.morningstar.nl/nl/news/230992/jus...

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Validus schreef op 19 januari 2023 15:22:

[...]

Fair Value €81 WoW!
Als die op de borden staat ga ik direct door maar Ekris

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Steef89 schreef op 19 januari 2023 15:25:

Heb eindelijk bericht van IR over die 300 miljoen performance bonus bij ifood verkoop.
Helaas wil men niet openbaren wat die indicatoren precies inhouden. Dit is alles wat we krijgen.

The consideration payable by Movile in cash at Completion is approximately
EUR 1,500,000,000. Movile has also agreed to a deferred, contingent payment of up to
EUR 300,000,000 (the “Contingent Consideration”) as further described below.
Pursuant to the Purchase Agreement, the Contingent Consideration shall be payable based on
the performance of the online food delivery sector as compared between two agreed
measurement periods, the first starting following the entry into the Purchase Agreement, and
the second starting 12 months following the start of first measurement period. The
performance of the online food delivery sector shall be measured by tracking certain forecast
financial metrics agreed between the parties of a peer set of publicly traded food delivery
companies against the enterprise value of the peer set, to produce forward financial valuation
multiples. Payment of the Contingent Consideration is dependent on an improvement of up to
30% in either of the forward financial multiples in the second measurement period, when
compared to the first measurement period, with pro-rata payment for improvement and no
deduction for negative performance. The amount of Contingent Consideration payable by
Movile shall be determined by an independent expert using the methodologies agreed by the
24
parties and is payable by Movile within twenty business days following the date on which the
Contingent Consideration is determined. The aggregate Contingent Consideration payable by
Movile pursuant to the terms of the Purchase Agreement shall not exceed an amount equal to
EUR 300,000,000.
In addition to the cash consideration referred to above, Movile has agreed to procure that
IF-JE Holdings transfers all the shares it holds in El Cocinero a Cuerda, S.L. (a company
incorporated under the laws of Spain) to Just Eat Holding or an affiliate of Just Eat Holding. El
Cocinero a Cuerda, S.L. is a Spanish holding company of a Mexican joint venture and an
indirect subsidiary of Just Eat Takeaway.com. The operations of this joint venture in Mexico
ceased on 4 December 2020

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Steef89 schreef op 19 januari 2023 15:28:

Nu maar hopen dat ze niet hebben lopen schuiven met cijfers vanwege die 300 miljoen euro betaling...