Itv Share Discussion Threads

[cautious7] 03/9/2020 17:53

Hi

Great show guys.
Keep up the good work by talking it up and posting bS comments re how ceap it is.

ATB DYOR

C7

[nortic 007] 03/9/2020 17:40

Now DiscoDave45 that's another porky pie....The other day I posted on 10 threads and you followed me on everyone...... didn't you DD4 and one of them was ITV.I'm extremely bored of you now.Please stop your stupid games and your petty nonsense.Stick to the subject please !!!

[netcurtains] 03/9/2020 17:00

Actually.....

With WORK FROM HOME

The numbers of viewers must be going up for DAY TIME TV...

Perhaps ITV has been making money hand over fist during this period if there is any link between cost of advert and numbers of people watching a particular day time TV program

Does anyone have the DAY TIME viewing figures since MARCH?

[tricky20] 03/9/2020 16:30

You may be right Ham,but they said that in 1999 and then the tech bubble burst spectacularly....But you are right USA retail is on average pretty stupid, so the valuations may last a while, but when they eventually crack it is not pretty.Do not think we have to worry too much about the UK as we have massively underperformed and will be getting very interesting to US Institutional asset allocators who see the double whammy of value and a strong £ if they invest their $ in the UK market.Flow of funds is a very powerful thing.

[hamhamham1] 03/9/2020 16:21

Tricky. I bet the US tech sticks get sold for a day or two, then they all jump back on board again, when seen as value in their eyes. Nothing can stop the US tech train IMO.

[hamhamham1] 03/9/2020 16:12

I also in RCH (old trinity).
They had a good run up to the Feb covid outbreak to 180p, they only 55p now.

[tricky20] 03/9/2020 16:09

Looks like the long overdue US correction may finally be upon us.Apple being wort more than the whole FTSE 100 was a classic sell signal.

[babycheeky] 03/9/2020 15:52

discodave was laughed at and hated in equal measures on CNA board. Laughed at for rubbish he posted and hated for bullying and posting in delight when folks were losing money. Not a nice man FACT.

[babycheeky] 03/9/2020 15:46

That is discodave4 now posting as discodave45 all over picking an argument. Thinking he is better than everyone else.

Truth is he is not. He is argumentative big head and bully. He is now showing his true colours.

[discodave45] 03/9/2020 15:30

Not trying to pick an argument or questioning your stock picking skills, don't know why you would think that tbh, just posting up facts and my views......which is what a balanced thread should be about, not constant ramping / deramping. Apologies if somehow you feel I've offended you by simply disagreeing with what you posted.I'm sure folks can decide for themselves what's what.Anyway, all the best.

[netcurtains] 03/9/2020 15:11

Discodave: if you check my record I have made quite a bit of money on netnet stocks (eve beds and French connection in recent times. I'm also in Triad - really high cash no real debt. Or of course WGB - also great NAV).
You're trying to pick an argument when there is none to be had. Good luck to you fella. Enjoy the rise of ITV - it's looking good to me . I see this going to £2 over year or two

[gerardp] 03/9/2020 14:45

This is taking the pee now :

256,515 share options @ 61.4p for the new Diversity Executive :



I would like to know what the achievement targets are.

[discodave45] 03/9/2020 14:07

'It doesn't look at all your assets.'Agree.But if you and net want to ignore their level of net debt and their ability to meet their associated covenants and financial obligations during a period of declining income and cash generation then fair enough, but most long term investors won't be, including me (not here day trading but longer term). Institutional investors won't be so inclined to put their money into companies that have to fund high levels of debt during a recession, they will be cherry picking those that have zero debt and greater financial stability. If you think there are no UK companies with zero debt then tbh I'm amazed.....there are lots!.Just wanted to provide some balance on here, from those saying they have £2.4bn of debt and to others saying they have zero debt and it's not important.

[thomasearnshaw] 03/9/2020 13:59

FTSE250 buyers coming in large

[hamhamham1] 03/9/2020 13:51

Anyway, up 9%, woohoo.

[hamhamham1] 03/9/2020 13:45

Net debt doesn't mean too much if you got good income, profits and assets. Then there are other things to take into consideration. All above my head. Ability to serve debt, debt terms, debt to equity ratio, EBITDA ratios, blah blah, blah.
It's just comparing all your debts against your cash in bank and cash equivalents. What company has more cash in the bank than debt, except maybe Apple ;)
It doesn't look at all your assets.

[discodave45] 03/9/2020 13:42

Who not you (bloody phone)

[discodave45] 03/9/2020 13:41

'there is no net debt in the sense, assets are greater than liabilities.'If you believe they have no net debt and it's meaningless then you am I, or their accountants, auditors, banks, credit agencies, II's, etc., to disagree.Yes they have a positive NAV, but as I've already posted, that is not a measure of their net debt or their ability to fund that debt and/or remain solvent.Last word and all the best.

[nige co] 03/9/2020 13:41

Agreed Ham, a bun fight may well commence.
ITV have a lot of content that a big player may want.