Itv Share Discussion Threads

[trikytree] 18/9/2020 11:21

I’d check your nails srp. Maybe next week.

[discodave45] 18/9/2020 11:20

Initially I thought talk of 250p was ridiculous but checking their earnings (adjusted eps) from the year the share price peaked (circa 270p in 2015) and compared to FY2019 then it should be at least 230p.The adjusted eps FY2015 was 16.5p, FY2019 was 13.9p, so about 15% reduction in earnings (270 x 0.85 = 230).Have checked number of shares in issue and it's the same as FY2015, haven't checked other metrics that would impact the adjusted eps but why is this so cheap and why did it continue to fall from 2015 (apologies im only recently a holder so don't know company history too much).It's also interesting to note that the adjusted eps for FY2012 was 9.1p, the current share price is as per 2012, however the earnings (when adjusting for the increased number of shares in issue: 3%) for FY19 was 1.5 times greater.

[plat hunter] 18/9/2020 11:19

Couple of gaps to be filled.1 day chart 62.001 hr chart 64.9430 min chart 64.52If the 1hr and 30 mins get filled, i'd set a buy target for 62.50

[netcurtains] 18/9/2020 11:11

ss3 === big baby.

[stansmith3] 18/9/2020 11:01

you said you would explain if i said what the market expectedi didnt have to as you made the initial claim, however i didyou then declined - loltrue you dont have to, but its much more likely because you cantyou will spout any old drivel on here, if you thought you had anything decent to say i doubt you could contain yourselfso its clear you are just pulling numbers out of the air, which is just moronicif you ever do take time out to do the numbers/subscribers required by your beloved britbox, you will see they will not move the needlefor the final time i now need to filter you, you are just a hapless idiot who i am helping clog up the boardapologies to everyone else for not seeing this earlier

[netcurtains] 18/9/2020 10:53

paradigm Shift - LOL -
So whats this the counter revolution:

[netcurtains] 18/9/2020 10:49

ss3: you said: "you have to" LOL...
I dont think I do.

[stansmith3] 18/9/2020 10:42

i see you are still unable to address the fall from 250if you are going to make statements like does well 150 - 200 you have to be prepared to justify theseitv share price will reach those numbers if earnings reach or are expected to reach a certain levelso how many new britbox subscribers or how much new content profit is that?you have worked that out i presume, i am sure you are not just plucking numbers out of the air?looking forward to reading them, or will you keep trying to move the goalposts?

[netcurtains] 18/9/2020 10:32

stansmith3: You're looking at it from the point of view of a 10 to 40 year old.
There is no paradigm shift with the aging baby boomer generation. This boomer generation is getting richer and older (more time for TV and more money to spend).

The way to reach these rich oldies is still TV for a good few years yet (they are only in their 60s and 70s).

However ITV digital, Britbox and Production of new pay for content, is the way forward and ITV do appear to have that covered.

In case you dont remember in the last "internet boom" I was a contrarian investor and bunged everything into ACARDIA - topshop (a ten bagger - went from 25p to £5 ) - I made a heck of a lot...... I'm not saying that to boast as I've also made some dreadful mistakes too. My point is, like Acadia, ITV is well oversold and is ripe for massive rebound. TV adverts are still big business even on SKYs view online option.

Investors in tech bubbles tend to think too many years into the future and forget NEXT year..

[stansmith3] 18/9/2020 10:20

i see you are still avoiding the big pictureitv had all these big events before covid and while the share price was falling from 250its called a paradigm shift

[netcurtains] 18/9/2020 10:13

ss3:


TV will be hit hard by the ad pullback from big brands, with GroupM forecasting a 15% decline this year and then 13% growth in 2021 as deferred spend is spent. However, this growth next year could be curtailed should professional sport not return in a meaningful way as GroupM currently assumes will happen.

Hence the importance of Digital ITV, Britbox and TV production.

£2.50 is possible but needs great news to achieve it. The market always goes far higher than you think AND far lower.... The impossible is normal - eg Tesla.... That is pretty normal - we've seen these bubbles over and over and over and over again.


If you rely too much on Figures and not enough on sentiment you will miss nearly all the boats.

[stansmith3] 18/9/2020 10:03

the market is expecting free to air revenue decline to outpace growth in other areas, thats why the share price has been falling since before covidthe world is quite different since itv was last 250, internet comms are faster, more channels, different viewing habits etc. this is the new normal, 250 aint happening...

[netcurtains] 18/9/2020 10:00

Typo56: To be honest I was expecting it to fall today as last tracker funds leave the building.....So it seems to be holding up OK. Bodes well for next week.. Be great if we can hold this sort of price range right up until 4:30pm

[netcurtains] 18/9/2020 09:59

ss3: "does well" is a target set by the market. You tell me what the market is "expecting" and then we can discuss what "does well" is.
We have to be vague just now as its a very fluid and dynamic situation. For example "Film4" is something new - we dont know what other new stuff they have in store...

If people can tell you concrete predictions they would be multimillionaires. alas I am pretty average income.

[typo56] 18/9/2020 09:57

Don't get too excited about the volume at close today - it's leaving the FTSE100.

[stansmith3] 18/9/2020 09:52

whats a two year graph got to do with it, covid is a 2020 issue....if something does well we are talking 150-200...how so? have you calculated how much earnings would have to rise to reach that?how many britbox subscribers is that?

[netcurtains] 18/9/2020 09:47

ss3: Hence my price of £1.10 - £1.10 is LOWER than March this year so its a reasonable recovery target. In March this year we were £1.20.

[stansmith3] 18/9/2020 09:44

netcovid fall only started this yearthe rest of the decline in share price is for other reasons

[stansmith3] 18/9/2020 09:42

recovery price, two years out is about 150pany higher will require itv to prove it can regain ad revenue captured by internet platforms or that its new ventures and growing studio output can offset the ad decline in its traditional free to air businesses

[scepticalinvestor] 18/9/2020 09:09

I would be aiming for 15bn mkt cap - so c. 250ps

[netcurtains] 18/9/2020 09:03

I was trying to work out what the recovery price would be. I think, looking at 2 year graph its about £1.10...
However if Britbox does well (or something else does well) then we're talking £1.5 to £2 range.

Would that be fair?

[netcurtains] 18/9/2020 09:00

Sainsburys doing OK-ish touchwood etc etc....
Do Sainsburys advertise on ITV?

[scepticalinvestor] 18/9/2020 08:41

crikey - bit of craziness going on in the mkts this amholding firmgla

[hamhamham1] 18/9/2020 07:51

68p+ open????