Itv Share Discussion Threads

[boix] 07/8/2020 18:53

The worst appears to be past for the TV advertising market
Report on CNBC
Sorry can’t copy link

[alex1621] 07/8/2020 18:41

During the lockdown I read the book "The Great Influenza", which went through that period in some detail. Because of troop and cargo movements it got round the world surprisingly quickly, and strangely enough killed people mostly in their prime, 18-28, kids and older folk seemed to avoid the worst of it. The theory was that older people had contracted a similar flu type in the past so their bodies adapted better, and the very young's immune system hadn't fully developed, so they avoided the cytokine storm that afflicted those a bit older. The second wave caused the most damage but the third was relatively benign. Then it just disappeared. Given our better science and practical know how I suspect we'll get out of this one better. I wouldn't be in the least surprised if we all wake up one day soon and it's simply gone. Always darkest before the dawn.

[jacko07] 07/8/2020 17:07

Streamers don’t take advertising.

BOIX..no they take some ITV viewers....Amazon do have ads and I have had many pop ups while turning on Netflix!

If Netflix are going to rely on subscriptions, I can see problems ahead.

[robwt] 07/8/2020 16:55

There was no vaccine in 1918-19, the pandemic just fizzled out.

alex..but it took about 7 days to get to New York and 3 weeks to get to China if you happened to be very wealthy.

[boix] 07/8/2020 15:53

Streamers don't take advertising

[alex1621] 07/8/2020 15:51

There was no vaccine in 1918-19, the pandemic just fizzled out. The same might happen with this one. But even a sniff of a vaccine will set downtrodden shares alight.

[sapphire40] 07/8/2020 15:13

@Spacedust... that's exactly what i did. I too bought Fresnillo after selling ITV.
not too much profit but hey, not a loss either!! my first profit = a good feeling!!

[nige co] 07/8/2020 14:44

Jacko......"It will come, just how soon."

Hopes are that a vaccine will be ready for start of 2021. Another 5 months to lift off, markets will need assurances regarding a vaccine that will lead to a hell of a rally in under valued companies, ITV being on of them.

[jacko07] 07/8/2020 14:08

With a healthy 7% rise from 54p in the five previous days, it was good to see ITV put on another few pence after the interim report yesterday. Deutsche Bank on the eve of the interim made it a buy raising their target from 80p to 120p.

ITV have had some bad luck and slow management, they were slow to realise that the streamers were taking a large chunk of their advertising. That alone was bad and then Brexit happened and another fall of advertising.

In 2019 things got better as advertisers saw that network TV was just as good for business as the big streamers. A nice upcoming dividend and the studios were booked for two years in advance...then bosh the Covid 19 virus struck and it all stopped in it's tracks.

Yesterday's interim report was nowhere near as bad as some doomsters were forecasting and Carolyn McCall's comments confirmed that the company, far from a basket case is returning to better times, given the circumstances the report was far better than I expected. It is important to grasp that TV production will not resume until they can get insurance cover for production crews and actors and that won't happen until a vaccine is here. But good news on that front would boost all of your holdings with ITV one of the first off the blocks.

All TV and Movie production has to insure the whole shebang and even in normal times it is very expensive. Due to the insurance position, just the news of a breakthrough with a successful vaccination could easily put 20-25% on the ITV share price, the reason being the whole TV production industry is completely at a stop and that is the big spanner in the works. That is fact and you may ask why the Netflix share price just keeps going up, the Mkt Cap has risen $75 billion in a few months. That is the madness of US markets who are awash with Fed funds, their bubble just grows, when will it pop? The money tree can't keep giving as the US debt has climbed to over $20 trillion as they keep feeding the Fed with QE

A vaccine would mean that insurers would be able to cover the industry. So to put it in perspective, a vaccine success is vital to all of us long term ITV holders. It will come, just how soon.

[slater5] 07/8/2020 14:07

BUY BUY BUY

[taiwandan] 07/8/2020 08:58

I think Ronaldo CR7 might have dyslexia, so I try to avoid making fun of his spelling and grammar. On the other hand, he may just be as thick as two short planks.

[stansmith3] 07/8/2020 07:22

Dont see the issue, ITV marked down due to economic situation. Looks able to withstand these confitions into next year. If economy improves like a lot of shares the share price will follow suit. On that basis I expect buying advance of the recovery.Also expecting share mags and further broker tips to follow, results looked good to me all other things being equal. If only the other shares in my portfolio were this bad.......

[hamhamham1] 07/8/2020 06:16

C7. To offend a lot here, then claim to be the victim is a bit odd.
We are in the the now, the share price is 60p area, investors are looking at where it's heading from here.

[stag6] 06/8/2020 22:48

Cautious7..that is some very weird diatribe of misspelt words. Not being sarcastic but were you educated in the UK or are you from overseas with little English knowledge.

Just saying as I can recommend some software that will help!

Try this, it will be a good aid.

[gerardp] 06/8/2020 22:13

Unfortunately, nothing to get excited about. US dollar playing catch up - similar close to UK.

[kenmitch] 06/8/2020 21:39

hamhamham1

The FTSE100 was 1000 points higher than it is now at the end of 1999.

And the UK market has woefully underperformed compared with US.

There used to be only a few hundred points difference between the Dow Jones index and the FTSE100. Now it is 20000 difference.

So can’t fathom where you got your record 11year bull run from!

[nige co] 06/8/2020 21:32

A nice 6.77% close in the ADR's at the highest price of the day, over in the USA, all be it on very low volume of shares traded. Closed up over 2% on London closing price. This bodes well for the start tomorrow.

[nige co] 06/8/2020 21:32

A nice 6.77% close in the ADR's at the highest price of the day, over in the USA, all be it on very low volume of shares traded. Closed up over 2% on London closing price. This bodes well for the start tomorrow.

[hamhamham1] 06/8/2020 18:54

And after the March sub 5k lows, the ftse100 has technically entered a new bull run when it first hit 6k in April. Until it drops to below approx 4.7k, we stay in a new bull run.

[hamhamham1] 06/8/2020 18:45

The ftse100 bull market was far less dramatic than the Dow because it heavy main constituents aren't 21st century. But technically it stayed in the run.