Itv Share Discussion Threads

[bigegoadvfn] 27/7/2024 06:17

ITVX have released their June debrief with some new statistics.

One that caught my eye:

“Significantly, analysis of our first party server data reveals that not only did the Euros help bring millions of lapsed users back onto ITVX, the majority of these users went on to watch other content on the service too - testament to the breadth and depth of our content offering.”

“Bringing lapsed users back to the service; and keeping them here: 5.1m lapsed users watched Euro 2024 on ITVX with 3.4m (65%) of these going on to watch other content on ITVX in June“

Clearly the benefit of a big event lasts well beyond its completion.

[bigegoadvfn] 27/7/2024 05:59

Just highlighting that ITVs largest shareholder, Liberty Global at circa 10%, also just had their own mid year presentation.

And way down on slide 17, footnote 9, they mention that their stake in ITV has ‘a higher estimated fair value than reported book value’.

I like that Liberty value their stake more than the market does. Couldn’t agree more!

[crapfingers] 26/7/2024 21:45

Stan, have a nice weekend. Hahaha...

[bigegoadvfn] 26/7/2024 17:13

The 25-Jul buyback of 2,634,342 shares has just been eclipsed today! It's almost as if those operating Buyback are seizing the fall after interim results to ramp up the purchase sizes... - or at least very fortunate timing …

Date of purchase: 26 July 2024
Number of ordinary shares purchased: 2,769,349
Volume-weighted average price paid per share (pence): 80.50

The updated analysis below should make it obvious how much the last 2 buybacks stand out vs the rest of the data…

[netcurtains] 26/7/2024 16:19

Come on son - are we going to be blue on the day...

Brilliant fightback...

ITV is coming on a like street fighter...

ITV is champ!

[jack the tapper] 26/7/2024 15:11

great posting history

i guess its gone downhill since the opening game in the euros when scotland got embarrassed and trounced by the Germans

[jack the tapper] 26/7/2024 14:46

has it broken 9c up North ?

[crapfingers] 26/7/2024 14:15

Stan1, time to take afternoon tablet.cheers

[american idiot] 26/7/2024 13:47

UBS price target downgrade today....from 80p to 78p.

[netcurtains] 26/7/2024 10:12

Come on...
Go positive....
You know you want to.

[hardupfedup] 26/7/2024 09:01

bigE -- thanks

[bigegoadvfn] 26/7/2024 08:56

Buyback now one quarter complete!

[netcurtains] 26/7/2024 08:21

Be nice to see this positive by close of play.

The results I feel are quite good as a base.
With writers strike out the way and valuations of
streamers and TV rising globally I feel this can
only go one way, over the next few months.

[bigegoadvfn] 26/7/2024 07:39

Results presentation slides

[smurfy2001] 25/7/2024 23:37

I'd suggest you read a little more into it as that includes the britbox cash they are using to buy back the shares.

[justiceforthemany] 25/7/2024 23:14

Net debt is DOWN 30% yoy @ £500M actually

[smurfy2001] 25/7/2024 22:39

Barely reduced debt though @ £697m.

[netcurtains] 25/7/2024 22:24

I know it’s counterintuitive but bear with me. I think labours massive tax hike will be good for stock market and ITV