What a boring rise for a rumour. |
American Idiot30 Jan '25 - 15:50 - 10819 of 10820
I assume any merger will just be based on the value of each business. No premium for either side with cost synergies the main benefit from any merger.
It's not quiet the same as a bid at a 40% or 50% premium to the share price is it :-(
You're right - the notional value will be what ITV put in to the merged entity.
But the current situation we all seem to agree is that the 'bit ITV put in' is NOT currently reflected in the share price. So whilst this move would not "create value" - it does "recognise value". That's important for a languishing share price. |
I assume any merger will just be based on the value of each business. No premium for either side with cost synergies the main benefit from any merger.
It's not quiet the same as a bid at a 40% or 50% premium to the share price is it :-( |
I hope this shakes out more interest. I would prefer a clean cash bid for the full company or even the just the studios business. |
Sunak like him or not is a capable set of hands, bringing back National Service could not only help many of our 18 year olds but look around and see how NATO countries are increasing their military.
I would think more people are in tune with National Service than not!
JMO. |
"One option is for ITV to separate out its broadcast business and merge Studios with All3Media, with both RedBird IMI and ITV holding stakes in the studios entity, one of the people said."
Well that's a new twist.
So ITV don't get taken over.
They just now hold 50% of a groovy new big studio business.
Well I guess that's a nice asset to have, which should help the market cap.
Unlocking the hidden value within ITV Studios has been a conundrum for McCall for ages. This seems to be a way. |
Very good America Idiot and much appreciated. Talks may well have influenced the lower share buy-back over the last 2 days which were extremely modest. |
Cyberian...Its 100% what I just posted. |
Huckers. I completely agree.
Also out today whilst checking my news feed....Deutsche Bank downgrade...Target price 85p from 90p |
AJ Bell issued a comment listing 4 UK companies that could be party to selling a component of their business, and included ITV. However, that article was published/released at 9.00am this morning so unlikely to be connected with this sudden jump to 73p.
Maybe goldfinger 16 may be proved correct in his view that we may see 80p by month end. Next month is more likely. |
Betaville story out yet?... |
You're welcome :-) |
Okay. Thanks for that.
I would prefer a cash bid than the prospect of a merger (especially with ITV's share price so beaten down). But perhaps any interest - if substantive - could flush out interested parties... |
American Idiot. What is the source for that, please? |
ITV, Redbird IMI Talks focused on merging ALL3media with ITV Studios... |
Spike to 73p there I notice.
Today would decisively break that channel (in post 10797 above) if it holds to close... |
that was me. Sorry |
LOL!!!!° Sunak was the worst of them all! An unfunded NI cut and bringing back national service were his "ideas"
ALL of them are idiots, no exception!
spud |
When Labour won the election in July, millions of OAP's and middle class voters put them in with a huge majority. Six months later Kier Starmer and Rachel from the back office are the most unpopular duo of PM and CoE in living memory.
The markets hate them, Business hates them, OAP's hate them and if truth be told many Labour MP's hate them. Starmer should sack Reeves today and half his hapless cabinet. Starmer is a 24ct loser, he is far worse than Corbyn because he lacks the political knowledge and business acumen for the job.
The Tories are to blame giving us a-holes like Johnson and Truss, but Sunak was astute and capable who took all the flak but was on the right track, more brains in his little finger than the whole Labour front bench, but as usual the tides turned against him. |
The overall priority in the UK, at present in my opinion, is job retention. Something the Labour party doesn't understand how critical this is, and makes matters worse with their idiotic policies.
At present there is no impetus for the job market to expand, so it's best to try and keep the status quo, if reasonably possible, and think up new ideas, for improvement.
Back to ITV, the situation here is like an "Agatha Murder plot outcome", with so many red herrings, I don't suppose the main protagonists know for certain, where the conclusion will be. But change will happen, whether we like it or not, so preparation is key, for best case scenario.(obviously) |
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