Itv Share Discussion Threads

[ivanborsky] 20/7/2020 11:05

In theory yes but GS have a very long history of late reporting trades and 5% of itv is around 200million shares, and nothing of any size has been trade reported since the RNS from Capital last week.

[geckotheglorious] 20/7/2020 10:50

IB,

So their next RNS should take them to 26-27% then if that was case...

Last Goldman disclosures I saw were

7th July
”Goldman trim to 20.96%(21.03%)


2nd July.
”Goldman raises stake to 21.03%(20.96%)”

[ivanborsky] 20/7/2020 10:32

There's talk this morning that it was Goldmans whom purchased 5% of ITV from Capital Partners last week, interesting times ahead !

[jacko07] 19/7/2020 16:59

Interesting about Netflix, the share price has ignored the virus pinning it's hopes on the fickle young, this week's fall is tiny in comparison to it's rise.

I have been tracking Us v EU media shares and a couple of months ago I noticed that the Netfix Mkt Cap had reached 100 times that of ITV on a day that sterling dropped to $1.18 to the pound.

100 times more is astounding and flawed, it is a bit less today with Netflix Mkt Cap at $217 billion and ITV £2.6 billion, but still astounding to think of the difference.

Is it that ITV are cheap and Netflix expensive, who knows? IMO the US market is way too dear where ours looks like good value.

[boix] 19/7/2020 12:49

I doubt any such move by any UK Government.That would instantaneous cause the collapse of C4.More likely a scaled back BBC.

[poikka] 19/7/2020 10:48

Amidst all the talk about defunding the BBC, better watch out that the BBC isn't given a licence to part-fund itself from advertising, like the pointless Channel Four.

That would obviously not be good for the ITV share price, and I wonder if it's partly responsible for the recent share price performance.

[lauders] 19/7/2020 07:14

Some recent news from ITV looks promising to me:

[hamhamham1] 18/7/2020 07:02

TV advertising is increasing, companies need to get in the face of potential customers. Q3 will be a big improvement in Q2 I reckon.
Its not like ITV didn't trade during the last 4 months.
Happy holder for strong rebound here.

[albert zog] 17/7/2020 19:19

Capital Group show the way with their hopeless stock picking

[cautios7] 17/7/2020 18:22

These are going to be 20p soon, I may bye some. Now huve to tek Prinz fir a wark.

[boix] 17/7/2020 18:21

Interesting times

[corby3] 17/7/2020 18:19

Got back in at 66.58p for a punt, banking they will come back after the August report.

[stag6] 17/7/2020 16:56

This is fresh news...Netflix down 7% after disappointing subscriptions.

My worry is if they are down on subscriptions that are $5.99 a month, WTF is going to happen when they figure they need a big boost to pay down their huge debt.

As each day goes by I wait for the bubble to burst, the FANG stocks just keep on growing on what? please somebody enlighten me.

[stag6] 17/7/2020 16:48

Netflix down 7% after reporting disappointing subscriptions. My worry is if they are down on subscriptions that are $5.99 a month, WTF is going to happen when they figure they need a big boost to pay down their huge debt.

As each day goes by I wait for the bubble to burst, the FANG stocks just keep on growing on what? please somebody enlighten me.

[gerardp] 17/7/2020 12:26

The Capital Group Companies, Inc. have reduced their holding by 50% - do they know something?

They have taken a massive hit since they were buying above 120p.

[gerardp] 15/7/2020 18:34

Tomorrow Studios/ITV :

[gerardp] 14/7/2020 13:07

Today's Culture, Media and Sport Select Committee with Carolyn McCall :





Summer repeats on ITV is 'inevitable' with Euro 2020 and Love Island cancelled, admits channel chief Dame Carolyn McCall who reveals filming has resumed on 38 productions after staff are brought back from furlough :

[hamhamham1] 12/7/2020 17:11

The long and the short of it IMO, is the production studios past, present and future output makes this a very tasty target for content hungry streamers. E.g. Netflix, Disney, Apple, Amazon, Liberty Global, HBO, Comcast, BT, etc

[hamhamham1] 12/7/2020 17:09

I did say that it was a year old.
But some news is new.

[gerardp] 12/7/2020 14:14

Keep up - the links point to old news.

[gerardp] 12/7/2020 14:14

Keep up - the links point to old news.

[hamhamham1] 12/7/2020 13:17

This is a year old now, but shows who might be interested...

Netflix subscriber miss could place ITV in the takeover crosshairs
2019-07-18 15:06:00

Analysts at Liberum said that the FTSE 100 broadcaster would be an "obvious" acquisition option for the streaming giant due to its substantial content production arm, ITV Studios

ITV could also be under consideration due to the UK's reputation as a high quality content producer

Disappointing subscriber numbers from Netflix Inc (NASDAQ:NFLX) could be putting broadcaster ITV plc (LON:ITV) in the takeover crosshairs.

At least that’s according to analysts at Liberum, who in a note of Thursday said that in order for the streaming giant to replace content pulled from its platform as rivals such as Walt Disney Co (NYSE:DIS) and Comcast Corp (NASDAQ:CMCSA) for their own services, it may need to acquire content providers to fill the gap.

“Netflix’;s main strategic issue is that it has been reliant on other parties to provide the bulk of its content”, Liberum said, adding that if the library continued to shrink as more existing providers joined the exodus, there would be little left for customers to sign up for.

Netflix is already seeing the growth its subscriber base beginning to slow, with only 2.7mln joining in its second-quarter compared to Wall Street estimates of 5.3mln.

Meanwhile, the company also reported a 130,000 reduction in its number of US subscribers to 60.1mln, which was mostly attributed to higher prices as Netflix seeks to support a growing content budget, which jumped 35% this year to US$12.04bn.

By contrast, Disney-owned streaming rival Hulu has been cutting prices in the US market, which Liberum said placed it at a “clear advantage”.

The bleak numbers caused investors to quickly switch off from the firm, with the shares tumbling around 11% to US$321 in early trading in the US on Thursday following a plunge in after-hours trading on Wednesday.

In order to reduce its reliance on other content providers and compete with the content libraries of its soon-to-be rivals, Liberum said one route would be for Netflix to buy content creators, with ITV standing out as an “obvious option” due to its substantial production arm, ITV Studios, and the UK’s reputation as a producer of high-quality media.

ITV is currently in the middle of a strategy to increase its content output to reduce its reliance on advertising revenue, a move which may serve to make it even more attractive to potential buyers.

The company is also currently working with the BBC for a UK launch of BritBox, a subscription streaming service which includes content from the archives of each, which depending on the arrangement could provide it with access to even more content.

In late-afternoon trading in London on Thursday, ITV shares were 1.3% higher at 109.2p.