Ex dividend in April will be circa 3.3p. We should get that at least on the share price before then. My gut tell me we will be at 80 to 85p when we go ex dividend. |
We cant talk it down or up.
We just have to wait.
My personal belief is we might hear some news
during Feb... |
Volume would suggest otherwise. |
Looks like ITV may finally deliver the goods in 2025.
Spin out Studios with a merger to create a production giant.
ITV broadcasting can then merge with STV and dominate UK digital and terrestrial. |
Does seem that way....let's see. |
Something is cooking, long last! |
AmId, Huckers - there are 2 spins on the Coronation Street story.
What is more recently and positively reported (eg Telegraph yesterday) is that ITV are shaking up their soap scheduling into bite size 30 minute segments that are 'streamer friendly' - ditching the longer 1 hour formats.
I think this demonstrates ITVs understanding of its target market and how to optimize viewing. Quite a different spin to 'soaps in jeopardy'!
"ITV to cut soaps to 30 minutes to suit viewers’ shorter attention spans
Coronation Street and Emmerdale will revert to ‘digestible, streaming-friendly’ half-hour episodes from next January"
(Paywalled but available on other news sites if you search for "ITV 30 minutes") |
Agree...
Looks strong on L2 today. |
How big is your short here Idiot? |
Glad to hear that.
Joking aside, it was interesting and supports your bear case.
A brighter spin is that there are no sacred cows and management are prepared to be tough by trimming back expenses faced with hard or uncertain times.
ITV is up a little today at least. |
I dont normally :-)
I just googled 'ITV budget cuts' looking for an idea of how ITV might have been affected by Labours budget....and then that came up...
Could really find anything else. |
You really shouldn't read The Daily Mail. |
Soaring TV production costs and a collapse in advertising revenue are said to have put the future of the ITV soap in jeopardy.
Wow ! |
Walt Disney beats earnings targets with help from 'Moana 2'
Q1 adjusted EPS up 44% to $1.76, tops analyst estimates
EPS of $1.76 beating expectations of $1.42
Revenue of $24.7B beating expectations of $24.6B
Disney reaffirms forecast of high single-digit earnings growth in fiscal 2025
Flagship Disney+ streaming service sheds about 1 million subscribers following price increase
==
Importantly, Disney posted streaming earnings of $293 million along with Disney+ of 124.6 million accounts. Analysts were predicting a total of 119 million subscribers.
The quarter marked the third straight period of streaming profitability for Disney
==
Revenue chart. |
ITVX is a success - not just my opinion - the usage stats speak for themselves.
I'd rather own a share of it than not ;) |
ITVx is cool |
If you have ITVX Premium, it's obvious that the content matches the likes of Netflix, Apple, Disney, etc.
Nearly all would like to "take out", an obvious upstart competitor, and nearly all media outlets would like to merge with ITV. I guessing Canal Plus is the "back-up" plan, if all else fails.
In my opinion ITV needs to keep buying its own shares, until it has reached a safety buffer, even if it means shareholders forgoing the dividend for a year. |
and the dividend announcement?
3.5p instead of 3.3p?
I think people need to be honest, this yield coupled with the weak capital performance is not that attractive. If it is yield you are after there are plenty of 7-9% inflation linked out there and plenty of 8-10% compounders.
Given the reduction in share cap we should be seeing 3.7/8 but we wont |
So, I take it hardly anyone is selling ITV shares today. If you deduct 50% for pseudo share activity, then actual activity is under 400k worth of buying and selling.
If I were a share dealer, I would wonder if I'll still be employed in 12 months time.
No sensible ITV share holder is going to sell, with just over a month to results, and dividend announcement. They have to rely on the "lunchtime sheep" crowd, to claw back shares sold, but not in their possession. Talk about Monty Pythons cheese shop! |
wrong thread |
What happened to Walter’s 80p 🙄 |
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