Bloomberg 13 jan 2022, nu alweer bijna een maand geleden: deze week, volgende week of 1 maart, "het bericht" gaat komen, vasthouden en bijkopen als je nog wat cash hebt, de risk-reward op dit niveau is mi. groot!
Just Eat’s management has indicated to some investors they’re open to the idea of a sale of Grubhub, one person familiar with the matter said, but advisers are also pitching a take-private deal or breakup, according to separate people. A Just Eat spokeswoman declined to comment.
Just Eat Takeaway shares rose as much as 7.6% in trading in Amsterdam on Thursday, the most since September.
Activist investor Cat Rock Capital Management LP is among shareholders pushing for a sale or spinoff of Grubhub just months after the U.S. business was acquired. Just Eat has previously said Grubhub has “strategic value” and expects the unit to be part of further consolidation.
Speaking on Just Eat’s analyst call on Wednesday, Chief Executive Officer Jitse Groen said: “To be quite honest with you, we are open to anything that makes Grubhub stronger that makes Just Eat Takeaway strong.”
It’s not just Grubhub, either: Just Eat is also working to sell its 33% stake in Brazilian delivery company iFood. It said in August it rejected a 2.3 billion euro ($2.6 billion) bid, but former Just Eat executive David Buttress, who led the deal for iFood, said the stake could be worth twice that and expects a deal in the first half of this year so the company “can keep the wolf from the door.”