Just Eat (JE/ LN): How Much Can Prosus Pay?
I have previously discussed that the purchase of Just Eat PLC (JE/ LN) is a strategic imperative for Prosus (PRX NA), more so than most, if not...
475 Views
Just Eat Plc Situation Looks Headed To Auction
Takeaway.com NV (TKWY NA) on the 20th of November launched an official Takeover Offer for Just Eat PLC (JE/ LN), changing the format of its deal...
623 Views
Just Eat (JE/ LN): From a Strategic Perspective Prosus Is the Best Buyer, It Should Pay More
Below I discuss the strategic imperative for Prosus (PRX NA)  in buying Just Eat PLC (JE/ LN). In some ways, this note quantitatively addresses...
553 Views
New Prosus Offer Won't Take Away Just Eat
Late last year, erstwhile activist Cat Rock Capital (which owned about 2% of the company) sent the board of Just Eat PLC (JE/ LN) a letter saying...
559 Views
Just Eat (JE/ LN): Who Else Can Enter the Bidding War?
On September 22, Prosus made an offer for Just Eat PLC (JE/ LN) at 710p per share or c. 20% above Just Eat’s closing share price on the previous...
657 Views