thanks for letting us know |
ITV has been spoken of as a takeover candidate for years. |
Sure but we (and many market commentators) all agree ITVs ‘sum of the parts’ is greater than the market cap (thanks to Studios) that was the similarity. Unlocking that value is the main catalyst in waiting.. |
thats kind of you |
I wouldn't class ITV as a conglomerate. They have an integrated model, which, for them, makes some sense, IMO. |
Found some more on Canal+ - crikey this sounds just like what ITV need to do
This strategy aims to address the “conglomerate discount,” where the sum of the parts is often undervalued compared to a more streamlined entity. |
Hans - re the Canal+ item above - this bit caught my eye “will not be required to follow mandatory stock market regulations on public offers”
Not sure why they should be able to do that - but wondering what regulations exactly they can avoid? Interesting. |
Huckers - after only 1,962 shares on Friday there was only one place left to go - Zero! ;) |
No buybacks today it seems? |
Approved!
Canal+ coming to the London Stock Exchange December 16th!
Will they shake things up in this sector guys?
To the Moon!
Hans |
Bobbing along quite nicely today. Long may it continue. Shorters nighmare, the drip, drip, drip treatment :-) |
"Less clear is the future budget for Sky News. Comcast promised to fund it until 2028, part of its regulatory undertakings when it bought the company"
Merge it with ITV News!
"Warner has said it will be launching Max, its standalone streaming service in European markets."
Why bother launching yet another streaming platform? Just roll out ITVX in Europe! |
try this, I still have some links for non subscribers Dana Strong on running Sky after the Murdoch era: 'I dialled up collaboration' - https://on.ft.com/4g8AJPc via @FT |
An FT story on the Vivendi (Canal+) split. ITV mentioned briefly.
www.ft.com/content/d7f418f9-c534-4e68-a321-e3b581a69c76 |
My contact says ITV is a takeover target...
I cant say much more about him..
But he goes by the alias Goldfinger... |
That advertising piece is very interesting & bullish for sure , but we don’t know what assumptions are being made about growth , inflation and therefore interest rates that would all be relevant, & it’s from a WPP sponsored company. Ie , it has a huge vested interest in talking things up…just saying. |
Thanks Justiceforthemany.
Just thinking cautiously at present and wondering if there may be further impact to advertising revenues here continuing into Q1 & Q2 2025. I havent a clue..
(ITV expects total advertising revenue to decline 6-7% year on year in Q4, the broadcaster announced as part of its Q3 trading update.
The anticipated fall is being attributed to a tough comparable against last year’s Rugby World Cup, but ITV also noted that Q4 ad bookings were “impacted by the uncertainty in the lead-up to the UK budget”) |
Thanks Justice - good link.
"The global advertising market is expected to sail past $1 trillion (£783bn) in value this year as the British ad market supercharges growth into 2025."
No wonder vultures are circling ITV. Follow the money! |
no need to sell ITV now. It worths current price anyway. |
UK advertising market to boom in 2025 |
I think the recent takeover rumours were all simply orchestrated to enable a select few to grab a quick 20% profit trading ITV.
I also think advertising revenues are currently...and will be under pressure going into 2025. The reason being is the labour government dropped that £25b of NI and minimum wage rises which in turn will have definitely had a negative effect on business confidence. I think certain businesses will look to rein in advertising spending in H1 2025.
Just my thoughts aloud thats all. What do others think ?
(Sold half of my long-term disastrous investment here based on current thoughts) |
HTTPS://www.thisismoney.co.uk/money/investing/article-14166589/How-cash-DEAL-MANIA.html?ito=native_share_article-nativemenubutton |
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