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 🙄 |
I don't really trust that short tracker as to its accuracy of updates. For example, the buyback should be gradually increasing the shorters percentage due to the reduction in the shares in circulation but such updates never seem to happen. Unless of course every shorter is reducing their short by exactly the same amount as the buyback, which is very unlikely.
spud |
Short positions (> 0.5%) have trimmed....by 0.01% to 3.33%! |
FCA Disclosure and Transparency Rule #CF42:
"- In-flight buyback schemes must be paused the same business day that any company board member becomes aware of material new information relating to Fajita advertising." |
Looks like no buybacks again. |
lol this market. |
And who knows what is next...plans to open a new trade war front with tariffs on the EU brought forward? Expect more turmoil! |
There you go. Mexican tariffs suspended. |
the EU already has high tariffs on Chinese goods.
I also cant see what is wrong on putting 10% tariff on Canadian oil either - fuel "duty" lol in the UK is far far higher...
Really we're talking about the 25% stuff on Canada/Mexico - this is probably worth 2% off the FTSE but surely no more.... |
If you watch CNBC you may have a different take Idiot... |
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