Itv Share Discussion Threads

[drew lonmenob] 22/6/2022 10:21

another of your usernames profit hunter hasnt surfaced in a while


still hunting i guess


lol

[b2 unabomber] 22/6/2022 10:10

Are you ok Drew? Are both ears floppy? 😂

[drew lonmenob] 22/6/2022 09:59

Spartan Attack Ghosted20 Jun '22 - 00:18 - 95978 of 96382
0 2 0
What do we have here? The great fearless sentiment riles, sentiment rules, spartan attack, kreatured has amased a new spartan army. All Sheedy of course. Talking to himself of course.


Whats My Name
Member since: 22 May 2022
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Putinaire
Member since: 29 Mar 2022
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Leopold II
Member since: 28 Mar 2022
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The Legislator
Member since: 17 May 2022
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Vlad The Impaler
Member since: 16 Mar 2022
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GPS 22
Member since: 16 Apr 2022
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MDCCLXXVI
Member since: 29 Mar 2022
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5 99
Member since: 11 May 2022
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B2 UnaBomber
Member since: 20 Apr 2022
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The Profit Hunter
Member since: 22 May 2022
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Freddie Krugger
Member since: 21 Apr 2022
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The Cage Rattler
Member since: 02 Jun 2022
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BlackHatGremlin
Member since: 24 Mar 2022
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Hitman22
Member since: 15 May 2022
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The Legislator
Member since: 17 May 2022
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bluemango20 Jun '22 - 00:22 - 95979 of 96382
0 2 1
And there's a good few missed of that list too.

Taking desperation to a new level.

[vlad the impaler] 22/6/2022 09:29

Watched a programme about the UN on BBC 2 last night. Do most of them hang out here?

[putinaire] 22/6/2022 09:26

Drew



Please tell us this is a paid post history and not

"A state of mind"

😂

[drew lonmenob] 22/6/2022 09:15

hows your disastrous SLYME long vlad the impala ?

[vlad the impaler] 22/6/2022 09:06

White, itm. Just sub 200

[vlad the impaler] 22/6/2022 09:06

Filtering truth is not wise

[trikytree] 22/6/2022 09:02

Diku. The Legislator. Join date 17 May 2022. Just another login from our resident poster/idiot. Surprised you didn’t have him filtered.

[diku] 22/6/2022 08:54

Resident poster not woken up yet?...

[blackhorse23] 22/6/2022 08:07

I think it will drop today , selling & buying IGR

[diku] 22/6/2022 08:03

I read post 7838 then I read post 7839...just burst out laughing...timing sequence of posts...

[diku] 22/6/2022 08:01

That is 3 sixes out of the ground...

[boix] 22/6/2022 07:38

Tricky
Appreciate your views.
I agree with you on many points but my pessimism is more driven by the UK Macro Economic backdrop and global market jitters.
Historically the advertising cycle is largely driven by GDP growth although so far it’s held up although all the analysts have downgraded their forecasts?
Let’s hope any possible recession is short.
But lots of uncertainty.

[stansmith3] 22/6/2022 06:37

tricky80 is very possible for many of the reasons you say, but you talk about 80 as if it is a good price for itv....

[trikytree] 22/6/2022 04:08

Explaining my reasoning simply starts the debate I didn’t want to.

There are so many factors at the moment it’s clear either of us could be right. With a real risk of a recession there’s obviously a chance this could fall further. Interest rate rises, cost of living crisis, summer of discontent, Boris, and the war etc won’t help. But that doesn’t mean there aren’t bargains out there. I could list quite a few others that I believe are equally oversold. As Hades says though, tomorrow (today now) is not looking good atm so no doubt ITV will be among the fallers.

To compare previous ITV share price lows in the previous bad times to me isn’t that relevant. ITV are going in to this off their strongest results with lots of potential and a different company to 2008 and the pandemic is behind us.

I think the interim results in July will be good again and hopefully with no faux pas’ this time the reaction will be better. If an interim dividend is declared at the forecast 1.7p then that gives a yield of 7.14% at 70p share price. It could even be more. Very healthy!

I think the large fall since the last results was too much and leaves ITV too cheap and a rerating possible at any time on the slightest bit of good news or speculation.

We have the World Cup to come.
Love Island will be pulling in viewers.
I’m a celeb for the winter.
Studios continue to produce top quality content that can be (and is being) sold around the World.

And then there’s the chance of a takeover. I don’t think it will be this week or next or even 2022 but one day I do think it will happen. It would need to be at least double todays share price so as unlikely as you see it for me that’s another reason to remain holding a profitable company whilst collecting those dividends.

I made a fortune out of ITV post pandemic buying between 57 and 61p. I sold out in chunks from 99 to 120 and have since paid a large CGT bill. My latest position is bigger and is average 77p but with a 3.3p dividend too. It’s in my SIPP this time so I’m in no rush to sell. ITV will one day be back over £1. I can wait!

Debate over.

[boix] 21/6/2022 23:45

TrikyTree
Happy not to debate but please explain your reasoning as I want to be convinced?
You’re offering an extremely bold call with everything trending down and we deserve an explanation?
Best

[hades1] 21/6/2022 23:36

Market not looking good tomorrow

[trikytree] 21/6/2022 23:23

BOIX I disagree. I believe these will be above 80p come July 28th. Possibly significantly. I’m not gonna get in a debate over it but let’s just see on July 28th who was right.

[boix] 21/6/2022 21:52

70 is fine once the UK economy and markets have bottomed - Not now but only when it’s on an up trend.
In my experience you can never perfectly time the bottom but I anticipate it to be in the 50’s or possibly the high 40’s?
However once things are closer to normality the 70’s look good to me.
You could buy now and hold but only if you have the stomach for it?
ITV are not going bust but the economic and industry regulatory landscape are both unknowns?
So there is likely a safer time to buy causing considerably less anxiety.
They are due to report on 28th July 2022 and the share price performance on reporting day has been historically poor.
IMHO