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 $1 trillion (£783bn) in value this year as the British ad market supercharges growth into 2025."
No wonder vultures are circling ITV. Follow the money! |
no need to sell ITV now. It worths current price anyway. |
UK advertising market to boom in 2025 |
I think the recent takeover rumours were all simply orchestrated to enable a select few to grab a quick 20% profit trading ITV.
I also think advertising revenues are currently...and will be under pressure going into 2025. The reason being is the labour government dropped that £25b of NI and minimum wage rises which in turn will have definitely had a negative effect on business confidence. I think certain businesses will look to rein in advertising spending in H1 2025.
Just my thoughts aloud thats all. What do others think ?
(Sold half of my long-term disastrous investment here based on current thoughts) |
HTTPS://www.thisismoney.co.uk/money/investing/article-14166589/How-cash-DEAL-MANIA.html?ito=native_share_article-nativemenubutton |
The article did have one new suggestion that I don’t think I’ve heard before…
“Liberty Global, ITV’s biggest shareholder with a 9.9% stake, has also long been touted as ultimately looking to take ITV private.”
Taking it private? Buying out all the shareholders and de-listing from the LSE?
Interesting idea - basically suggesting they know the future income is going to be excellent and they don’t want to share it with anyone else via dividends!
Hope not. Greedy ba$tards!! |
bobD..The article is the writer's opinion like most of them are. It mentions a few facts and the journo's opinion of how ITV is a difficult buy made worse by the state of the markets.
Thing is, the report says the company is undervalued and many have put a slide rule over it, yet fails to explain why he thinks it is almost a bargain that nobody wants. Maybe he could explain BITCOIN to me, there are no fundamentals yet to many a scribe it's worth zillions.
Not too many wise investors read these articles with any expectation that there is any truth behind the facade, as already said, they are opinions and like a-holes, everybody has one!!! |
Thanks for the link BigEgo.
Financial journo's and the way they report, The Guardian article tells us of a surge on the recent news there may be a break up, there was no surge in the share price The share price fell to 62/63p on the latest report in early November yet there was no report of a crash, out comes a bit of news and it rises to 70p and they call it a surge. All this occurred on minimal volumes.
It all goes to portray just how fickle these writers are and if history has anything to tell us, this report that says ITV is a problem for any bidder, just shows that they haven't a clue what they are reporting on. If some entity out there wants ITV they will get it, so why write the nonsense in the first place. They write about it because if something is about to happen, the writer who seems to say diddly squat about anything, gets a mention in dispatches.
One reason why the old saying says buy on the rumour, sell on the news. |
New comment Sunday |
I noticed this non-ITV article. People often say the CMA (Competition and Markets Authority) are a potential blocker to an ITV deal but they just approved this huge merger (different industry but still UK infrastructure related) so perhaps they’re not entirely to be concerned about: |
Kelso - I think the BOE have much more pressing matters to discuss than what biscuits they eat! For example will they continue with their traditional yellow Post-it note stance in 2025 or is now the right time to signal their flexibility to the market and take a radical new approach with pink? |
Key dates for December:
Wed 11 US inflation figures
Thur 12 ECB interest rate decision
Wed 18 UK inflation figures
Wed 18 FED interest rate decision
Thur 19 BOE interest rate decision
Fri 20 Triple Witching
I think the markets are expecting a 25% cut in interest rates by both the ECB and the FED, whilst the BOE will decide to have Rich Tea biscuits rather than digestives (they may even differ this decision to the February meeting, and there will be all hell to pay if someone suggests chocolate digestives). |
The ADR's are being hoovered up on ITVPY, with the daily graph, and volume missing.
I hope it's ITV management's broker doing the hoovering!! |
ITV news
10pm
Weekdays. |
OPEN THE MARKET!!!!!!!!!!!
Weekends are soooo boring. |
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