StudioCanal presents …. On ITVX
Truth is Canal+ and ITV already work together a lot. Unsurprisingly you can find ITV Studios content on their service too.
Collaboration note from last year
The biggest surprise is that Canal+ seem to have a channel called iTV !! Not sure how they get away with that. |
Thanks Bigego, Will check it out.
Been checking the average and median share price value of ITV, since floated. 12 values of share price = Median value 96. Average value = 109 The values of 96, and 109, both give an overall share price of 102.5 , since floated. That explains why the share price retreated when 89p was reached.
There's a median value calculator online to input your own figures. |
bou - go to the link below and register for a free account. In the Ownership Breakdown section they have a good breakdown related to what you are asking. Eg they say the ‘general public’ own 8.72% of ITV - after excluding all other holder types.
Owner Type, Shares, Ownership Percentage
Private Companies 1,712,446 0.0452% State or Government 2,816,571 0.0744% Individual Insiders 10,449,411 0.276% Employee Share Scheme 30,321,634 0.801% General Public 330,178,296 8.72% Public Companies 382,830,379 10.1% Institutions 3,026,162,989 80% |
A true accurate figure of the percentage of small share holders in a traded company is most useful. Does anyone here know where to access this information. Without any information, I can only guess that over 20% in ITV are small share holders. Good news about the tie-up with Youtube, and ITV. It means global access with VPN. |
“2024 has seen a surge in takeover activity as bidders took advantage of unloved or undervalued companies.”
“The average bid premium was 45%, slightly less than the 2023 average”
“There has been perennial chatter about ITV being a bid target but, for once, it feels credible.” |
It’s impossible to browse the Canal+ slides from their recent ‘Capital Markets Day’ without drawing parallels with ITV and ITVX.
Forget all the takeover chatter - a merger between these 2 would create a giant media company. |
LOL at matthew!!!!!
spud |
Canal+ first day of London trading coming up on Monday 16th
Prospectus |
Thanks Bigego , great post. This is exactly why I have told you all numerous times that the current share price is irrelevant. The only thing that matters is where the people who control the company (the institutional shareholders) would be prepared to sell. And that’s miles north of here , start at 120p. Which is why saying “a bid is imminent,’ when the shares were 63p was such BS. Advisors are paid a lot of money to advise. They would know that a share price of 63p + a 50% premium doesn’t work. AT ALL. So was absolutely never going to happen. Ironically, get a much higher share price (even though in theory that means the company is less vulnerable) makes it far more possible. Start at 80p , apply the premium , then hopefully you get an auction. It also demonstrates why this talk of a ‘managed situation’ by the ceo and board is total ignorant BS. Finally , sorry if that sounds like I’m on my high horse Geck , it’s just I happen to know what I’m talking about as this was my job. Happy weekend all. |
Thanks BigEgo. Been out all afteroon, catching up with an old neighbour over lunch and drinks. Going to digest all that... |
I extracted and saved the prior data on that site as at 01/08 so this 01/11 update is +3 months. Comparisons:
In prior period half of ITV was owned by the top 8 at 50.04%, now top 8 hold 51.42% - this is a greater concentration by top 8 holders.
Previously Silchester was 3rd behind Schroders, now they are 2nd thanks to increasing in the interim period.
Anrepa Asset Management AG is new in the top 25 this period as State Street Global Advisors, Inc. drop out.
Overall top 25 shareholders own 80.21% of the company compared to 79.46% previously, continuing the concentration theme at the expense of holders lower down the list who must have sold. Or in other words a net transfer from smaller shareholders into the positions of major shareholders.
Next update expected 01 Feb 2025.
(NOTE: The data is as at 01 Nov 24 - which slightly pre-dates the plummet and recovery around the Q3 update on 07 Nov 24 - so we won't see if that disrupted top holders until next update) |
Finally, an update on major shareholders... Simplywallst has 'Reporting Date 01 Nov 24' now.
Liberty still the same on that date, but may have reduced since, otherwise > 10%. Silchester holding is +7.5% since last size reported, cool!
Top 3 below, rest of data (top 25) at link below.
10.1% Liberty Global Ltd. 381,275,000 UK£283.7m
7.72% Silchester International 292,290,136 UK£217.5m +7.5%
7.33% Schroder Investment Management 277,232,135 UK£206.3m +1.58% |
Huckers - it's getting harder and harder to share as some killjoy has stopped image links being posted and is gradually banning all the image hosting sites... but anyway the one below seems to still work for now.
Guess we just stick to text like we're back in the 1980's!
£52m quid left. 77% complete. Volume on the floor as noted. |
BigEgo. What's the updated buyback exhibit look like now? |
We need to push on to next level... Come on ITV..... |
Thanks for the links, loginaname. |
Lots of press today bumping price? |
Great start to the day. Reading the latest instalment of Ripping Yarns by ADVFN’s very own Goldfinger.
And people actually believe him/her. LMAO
In other news .....
Fund % short change Date changed BlackRock Investment Management (UK) Limited 0.70% 0.48% 22 Nov 2024 Canada Pension Plan Investment Board 0.70% 0.01% 9 Dec 2024 GLG Partners LP 0.77% -0.03% 5 Dec 2024 Point72 Europe (London) LLP 0.82% 0.07% 15 Nov 2024 Vor Capital LLP 0.61% 0.10% 5 Dec 2023
Total 3.60% |
Fed up with seeing Beckham in so many ads. Is he still that popular in the UK? Personally avoid celebrity endorsed products whenever possible. |
This chatroom makes me smile.
Happy holidays, ya filthy animals!
Forget about takeovers and enjoy time with your families.
Hans |
Cheers Corby I'm only 30 odd so well before my time but thank you . Good luck all and hold is what I'm doing ... Our generation can't afford houses taxed to death ... ITV is a hope ... a only hope ..... And a hope more than working all my life being taxed to death so apologies all if I get the odd thing I say wrong ... holding in hope as hope is better nothing and I feel ITV is better hope than many other shares . |
A long time ago, someone made the comment, " If you get close enough to the money conveyor belt, you can dip in a take a small amount, and no one would notice". unfortunately, the stock market knows what cards you have, but you don't know theirs. Just because you bought the shares, doesn't mean they are in your possession, and will come a time when you have to be ejected, at a lower price than what you paid. In this case you are the money conveyor belt. There are hundreds of real life examples. Just make sure you don't become a conveyor belt for others to dip into, by being rational,and not immotional. (Sounds like a line from a pop song). I'm expecting a management buy-out at around 100p, as soon as it has been agreed of what price to pay the institutions, and who will be included in the private members club, of the company. |
Living up to his villainous alias for sure. |