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Eminence Capital says offer is ‘highly opportunistic’ and too low
Combination of UK and Dutch groups creates one of world’s biggest in the sector
Online food ordering sector thriving but profitability remains off the menu
Both groups are pouring cash into new logistics operations to take on rivals
Libra follows scrip, tech earnings week ahead, Sony’s in-shirt AC
The combination would look appetising if the price was right
Move would create one of the largest online food delivery groups in the world
Tie-up would create £9bn group, bigger than Uber Eats and Deliveroo
Companies analysis from our sister publication
Shares in competitors drop after tech group leads $575m funding round
Warm weather and integration of Hungryhouse weigh on food delivery group’s UK growth
Food marketplace under increasing pressure from competitors outside the US
UK and Ireland charges reduced while restaurants with own couriers allowed to use app
Cat Rock’s suggestion the takeaway food group merge with Takeaway.com is a bite too far
Just Eat rises after shareholder urges group to turn to a tie-up rather than new chief
Some find group’s prospects not worth waiting for, but others see recipe for success
Departure after only 16 months follows criticism of strategy and competition from rivals
US hedge fund is right to challenge the food group’s change of direction
US hedge fund Cat Rock criticises ‘unambitious targets and flawed incentive schemes’
More meal delivery logistics will make investors healthier in the long run
