Market Insights

06/08/21 01:11 PM EDT

Replay | TKWY Black Book

Howard Penney

Naman Daga

@hedgeyecannabis

Takeaway: Just Eat Takeaway is on our LONG list. We are hosted a Black Book presentation June 8th at 10AM EST.

There are numerous ways to get paid being long TKWY:

Was buying GRUB a gold mine and will it lead to significant upside? (20% chance)
Activist gets involved in TKWY to focus on profitability and sale of iFood. (30% chance)
Sale of the iFood stake to Prosus. (better than 50% chance)
Prosus makes a bid. (better than 50% chance)

Restaurants Subscribers CLICK HERE for webcast access and materials link

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