Itv Share Discussion Threads

[netcurtains] 30/8/2020 09:17

Poikka: If you do a further sum (assets - liabilities) ITV will easily have the biggest net assets in the media section of FTSE250 - however its net assets were low for a media company in the FTSE100.

Or if you zoom down to Scottish TV again - STVG have NEGATIVE net assets so ITV is once again miles cheaper than STVG (by both last years profits and net assets).

Taking potential profits and NET ASSETS - unless the experts know something we dont know, one has to assume ITV is worth at least double what it currently is, quite possibly three or four times its current price.

In some ways you can see ITV as not good enough for FTSE100 but miles too good for FTSE250...So its quite possible we'll see some wild swings between £1.58p and 58p as the market tries to work it out.

[poikka] 30/8/2020 08:09

Quite so, net, as I posted on the 25th..

"This is priced ridiculously low, and really only represents a worst possible case scenario. A return to last year's earnings would mean that it'd be trading at a Mcap of only 4 x PTP.

This is ideally placed to be taken over, and if it doesn't it still represents great value for divi seekers, a year out.

I reckon it'll be at 120p within 12 months, without a takeover.

Still, that's just me."

[netcurtains] 30/8/2020 07:37

This is interesting. If you look at market capitalisation as a percentage of last profits (eg pre covid) ITV is the cheapest media company (even cheaper than Scottish TV) in the UK apart from Reach (Daily Mirror group): If ITVs share price went up 300-400% it would then have a pretty average share price to profits for a FTSE250 FTSE100 company. IT really depends on how much it can bounce back ..

profit % index profit mrk cap sector ticker name19.35 ftse-100 473 2444 Media ITV ITV8.95 ftse-100 708 7911 Media WPP WPP6.27 ftse-100 264 4209 Media PSON PEARSON4.58 ftse-100 1505 32883 Media REL RELX3.64 ftse-100 226 6210 Media INF INFORMA6.84 ftse-250 62.61 915 Media ERM EUROMONEY INST.5.5 ftse-250 33.48 609 Media FOUR 4IMPRINT GRP.1.38 ftse-250 3.15 228 Media HYVE HYVE GRP.0.56 ftse-250 8.1 1457 Media FUTR FUTURE-19.03 ftse-fledgling -5.9 31 Media CAU CENTAUR10.04 ftse-noindex 11.15 111 Media WIL WILMINGTON0.01 ftse-noindex 0.09 1387 Media DMGT DAILY MAIL'A'-0.53 ftse-noindex -10.04 1893 Media SFOR S4 CAP.-38.07 ftse-noindex -1.52 4 Media GVMH GRAND VISION60.06 ftse-small-cap 94.3 157 Media RCH REACH PLC16.33 ftse-small-cap 16 98 Media STVG STVG6.25 ftse-small-cap 10.5 168 Media BMY BLOOMSBURY PUB.16.7 aim shares .... 0.5 3 Media R4E REACH4ENTERTAIN14.42 aim shares .... 0.29 2 Media AEO AEOREMA COMM.11.47 aim shares .... 8.26 72 Media SAA M&C SAATCHI11.28 aim shares .... 6.31 56 Media TMG MISSION GRP6.8 aim shares .... 0.07 1 Media SAL SPACEANDPEOPLE2.87 aim shares .... 0.46 16 Media OMIP ONE MEDIA2.46 aim shares .... 4.88 198 Media TRMR TREMOR INTERNATIONAL LTD2.21 aim shares .... 1.77 80 Media EMAN EVERYMAN MEDIA1.38 aim shares .... 14.97 1082 Media YOU YOUGOV0.52 aim shares .... 2.26 431 Media NFC NEXT FIFTEEN0.36 aim shares .... 6.98 1958 Media DATA GLOBALDATA0 aim shares .... 0.01 663 Media MDZ MEDIAZEST-0.6 aim shares .... -0.04 6 Media DCD DCD MEDIA-1.44 aim shares .... -0.23 16 Media SYS1 SYSTEM1 GROUP-10.03 aim shares .... -0.4 4 Media PRIM PRIMORUS INV.-10.32 aim shares .... -0.83 8 Media CTEA CATENAE IN PLC-10.93 aim shares .... -0.44 4 Media DBOX DIGITALBOX-16.44 aim shares .... -2.96 18 Media NAH NAHL GROUP-19.18 aim shares .... -20.91 109 Media TMO TIME OUT-23.68 aim shares .... -5.21 22 Media BIDS BIDSTACK GROUP-24.28 aim shares .... -2.19 9 Media LVCG LIVE COMPANY-27.65 aim shares .... -5.53 20 Media DODS DODS GROUP-33.28 aim shares .... -6.99 21 Media EBQ EBIQUITY-43.83 aim shares .... -1.32 3 Media JWNG JAYWING-54.8 aim shares .... -2.74 5 Media ZIN ZINC MEDIA-109.18 aim shares .... -48.04 44 Media XLM XLMEDIA-121.35 aim shares .... -7.28 6 Media BHRD BE HEARD

[boix] 29/8/2020 22:52

......you are a fool

[covid 19 deal] 29/8/2020 21:49

My short open...

[jimbull] 29/8/2020 18:56

C7..time you went to bed isn't it.

ITV rode into strength several times this week. I think the worst is over and we will see a breakout very soon.

Just my theory, I bought more at 58.50p earlier this week, I was hoping I might see 55p, but it stayed way above the 57p.

[cautios7] 29/8/2020 18:32

I think that ITV are going up this week.

[cautios7] 29/8/2020 18:32

123p next week

[cautios7] 29/8/2020 18:31

123p next week

[cautios7] 29/8/2020 18:31

123p next week

[bobdiamond1] 29/8/2020 18:20

Thanks jacko, that will be a shot in the arm for ITV. These smaller companies who couldn't afford to advertise on ITV to fill up the gap. When a door closes another door opens.

Just hope they keep coming back.

[jacko07] 29/8/2020 18:14

ITV are picking up advertising from smaller companies which has got to be good.

[poikka] 29/8/2020 17:28

Filter him/her.

[smartie6] 29/8/2020 17:12

Yawn. Lol.