I would rather own 100% of ITV studios than 50% of the combined ITV studios-All3Media. |
Excellent update, goldfinger 👍 Much appreciated.
spud |
Maybe a revisit to Oct highs around 82p...AI bubble getting a bit tired...money now chasing old economy shares... |
I wonder what our biggest shareholder, Liberty Global, thinks about this? They sold All3Media. They may end up owning a share of it again if a merger takes place! 😂 |
Lovely Bullish engulfing candle on the chart too if any one follows candle's . |
Not sure how it can still be at an 'early' stage after a year/s.... |
We will see tomorrow won't we. |
Thanks Goldfinger and everyone so far for the links and info . Be great if this was it ... as I've said I'm happy with the value and dividends but bloody hell it would be good to see a rocket in the price to a proper value of ITV . I can then retire early Hold tight and good luck all ... might take the wife out for a Fizz tonight in expectation of tomorrows month end . ..... |
An announcement is in the pipe, it will move this to 80p tomorrow morning. I have also been informed by a media analyst that there is a another suitor who has been waiting patiently to show their hand, maybe MM's have got wind and marked up the share price on that today.
Stay long! |
The Mark Kleinman piece in CityAM on his 2025 predictions said with regards to ITV “…and don't be surprised to see RedBird Capital, the owner of AllMedia, figuring prominently in the final mix of bidders.” |
Worth noting that Currys up more than ITV so big rises not always related to bid rumours. |
Open their eyes or "force the issue"
Concur Huckers.
This is ALL about forcing the issue with these "alleged predators"
Put up , or we will simply merge studios etc etc |
Huckers. totally agree that this development will open the yes of other interested parties. Watch that space! |
74 close looks unlikely.who knows it might pick up in the auction |
Huckers30 Jan '25 - 10:13 - 10798 of 10824 The problem with breaking higher is that the volumes involved are low
Yeah - but noticing a jump from circa 2million midday to circa 6million now, so improving into close... |
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. |