From 2012!!! Yes bloody ages ago... doesn't mean they wouldn't like it in their copyright bag.
"Other analysts have speculated that the company could buy up production businesses, even suggesting that Apple and ITV could settle their potential tug-of-war over the three-letter name by the simple expedient of the former buying the latter." |
 Thanks goldfinger.
Well I wasn't expecting them after all the European media rumours but my 2p, not that anyone cares I'm sure(!) - at first glance Apple does not seem a natural fit for ITV. Why the hell is a massive phone company coming for a tiddly UK broadcaster?
But ... (sorry to keep banging this one out) ITV do own the "ITV" or "iTV" brand globally. Yes yes Apple wanted it in the long long ago, but decided to go with "Apple TV" instead - breaking from all the other iPhone and iPad copyrights.
But ... they would NOT want another media company to get their hands on "iTV". Just quietly buy it and keep it for later.
2nd ... ITV Studios America division and Apple Studios do collaborate a lot. Just look at the ITV Studios America website for the joint Franklin production - yeah that's the Apple logo right in the middle.
(Franklin - Produced by ITV Studios America and Apple Studios)
So 1) "iTV" brand and 2) ITV Studios - these are the things Apple would very much like to own for a couple of billion - they won't give a hoot about the broadcast business but as per recent rumours there seem to be plenty of European media outfits that would take that division off their hands and reduce their total cost.
Yeah sure why not, let's throw Apple onto the pile of potential suitors too! :) |
Hopefully no one on here is giving financial advice, as doing so unless authorised by the FCA is a criminal offence. "Keep buying" would likely be deemed as such. "I'm topping up" would probably not.
I continue to hold :0)
Section 19 of the Financial Services and Markets Act prohibits anyone who is not FCA-authorized from giving investment advice.
To be authorized and regulated by the FCA, financial advisers must:
. Have a Level 4 diploma in regulated financial planning
. Be registered with the FCA
. Have a statement of professional standing, which means they have signed up to a code of ethics and complete at least 35 hours of professional training each year |
You also said the Dame was toast yet The Mail and other reports state she is going nowhere and is under no pressure from the board whatsoever. |
Goldfinger , I hope you’re right. |
Looked in on Liberty Media financials, and they look very similar to ITV financials. To achieve growth, Liberty Media need a merger or two, with their Virgin Media, like the carve-up of Telewest mid 2000's. ITV is a much more difficult situation, and should look elsewhere for their next "victim". Backing ITV management makes sense to me in so many different ways. |
In my opinion ITV is too small to interest Apple with the potential regulatory issues. However, the likes of Netflix (best bet) or a Disney type entity would love the production side of ITV and the streaming and digital service and the Terrestrial TV part hived off. The latter could then be incorporated with the likes of Channel 4 and/or 5 which would make sense and likely to be approved by HMG. That part would then create a more viable/assured alternative to the BBC. This is pure speculation on my part but I sincerely believe that HMG would welcome such a move. |
No Stag, we believe that it's Apple as the bid is being handled through Morgan, but can't be 100% sure, maybe 80%! Apple partner was Goldman but is now Morgan, a lot of info to sift through! |
Goldfinger, thanks for the update. |
Goldfinger, does your contact actually say that Apple are interested in taking out ITV in a cash takeover?
I just don't see what good ITV a UK broadcaster would be to the Apple Corp, it is tiny in real terms and had they been interested could have picked it up for a lot less than today's value albeit today's Mkt Cap is peanuts. |
Talk of a carve up is window dressing while the Dame tries to spark up the pedestrian share price. My source who I spoke with less than an hour ago, has had news that all is set for a takeover from the Big Apple, they haven't been mentioned in any of the recent reports, make of it what you will.
MatthewR, before you pour scorn, I am only a humble messenger trying to help the long suffering shareholders to top up while they are able to. |
Marks , I’ve been trying to block the clueless moron for years , along with the plank thebutler. Sounds like you’re having more success than me…. |
Listened to most of yesterday’s ITVx presentation and a few of the questions.
Upbeat , yes…..but who isn’t in a company presentation like this…
ITVX growth strong (but should be as it’s still a relatively new platform compared to more mature incumbents).
However.
The question remains about demonstrating how you monetise this growth in subscriber eyes and hours.
They reiterated ‘at least £750m of digital revenues by 2026.
So nothing new net net as per the share price non reaction.
The city has crucified the company when they’ve missed or cut over the last two years and the only time they have been rewarded was the sale of Britbox and the resulting buyback launch. If she wants to move the needle she needs to raise guidance (not reiterate) and raise the divi or increase the buyback. The last thought was that the presentation wasn’t from a company that is in the throws of carving itself up for sale (though of course others may do that for them). |
"But a lacklustre business performance, particularly among its Studios segment (revenue declined 20% in the first nine months of the year), has sparked rumours that McCall would consider a sale, such as by spinning off the production division." |
Says the worst shorter ever! |
Worst takeover ever! |
Shorts increased! Keep them coming, all the better for the eventual short squeeze 😁
spud |
If you were half as good as you claim to be you wouldn't be posting on here at ten to ten at night. |
So the buyback had resumed exactly as I predicted. Oooooo I'm good at this aren't I?
spud |
Why bother? Just register a free account with ProRealTime, you have everything there! The charts are fantastic |
ITVX 2nd anniversary in the news |
Update re post 9523 :
Current price vs 06/11 close pre Q3 update = 72.85 / 72.3 = n/a 'Q3 impact'
Current price vs 13/11 low post Q3 update = 72.85 / 61.85 = +17.8% 'Q3 low recovery' |
Huckers - buyback is in.
Again another throttled back day 246,034
It's about 3 or 4 % of the daily volume, just like yesterday (we were getting 20%+ recently - with the long term average around 18% of daily volume - so someone has made a conscious decision to slow things right down).
Anyway today brings Liberty to exactly 10% based on their prior published position size (which may have changed we just dont know yet).
Or in other words - with any buyback at all tomorrow, Liberty will go over 10% if not already reduced.
Probably nothing worth talking about, but it's interesting to observe these little things I think... |
Hi Lynn, this is an automated chart site that updates every day - for anyone too lazy to draw their own lines ;) |
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