Itv Share Discussion Threads

[gerardp] 10/8/2020 13:18

Anyone notice that Black Rock have gone quiet? Last RNS was Nov 19 when they announced a 5.73% holding in ITV. In fact, during 2019 there were 9 RNS updates using similar GS tactics.

For 2020 there has been zero activity.

[netcurtains] 10/8/2020 13:11

alex1621:



Lots of original content being planned and lots of expansion.

I think there is now a lot of power with companies like ITV that own studios - everyone will be rushing to get post Covid shows out...

[boix] 10/8/2020 12:34

They are custodians of the Liberty Global 'leveraged' 9.9% position.

[stewart19] 10/8/2020 12:01

Good post Bob, Ivan Boesky has posted that Goldman Sachs are holding a stack of ITV.

[boix] 10/8/2020 11:57

Outside the UK was the old original USA BritBox offering/deal started/ struck years ago - different time/management on both sides

[alex1621] 10/8/2020 11:56

Oh, incidentally. My original comment wasn't on BritBox, it was on ITV being 20% of its previous value ... too low in my view.

[alex1621] 10/8/2020 11:54

I'm overseas so that's a distinct possibility. I'm going to wait until they start putting original content on the service. It's not intended to compete with Disney or Netflix, but it would only take one or two blockbuster original shows to make it a money spinner. I mean, Peppa Pig ... who would have thought?

[cautious7] 10/8/2020 11:47

Thanks Geradp - why 50/50 outside the uk???

[bobdiamond1] 10/8/2020 11:47

Footnote, I am still adding this morning.

[gerardp] 10/8/2020 11:08

In the UK - ITV 90%/BBC 10%. Outside UK 50/50%.

[netcurtains] 10/8/2020 10:46

alex1621: Give it a go for free (a month - no contract). I think its got some great stuff on there and as the future pans out the BBC will bung more and more of its "high quality" output directly onto the pay for platform as will the ITV....

Terrestrial will be for Soaps and reality TV, Britbox for quality.

[alex1621] 10/8/2020 10:43

No, I personally don't think it is. When the cycle turns I wouldn't be surprised to see it back there, a business model with less advertising and more growth in content.

[netcurtains] 10/8/2020 10:41

My view is Britbox is potentially worth a fortune. British made TV is worth a bomb in USA and this gets us away from TV adverts and into the pay for view market.

[stag6] 10/8/2020 10:35

50% who can't spell, who are they then? the 2 to 6 year olds.

[stansmith3] 10/8/2020 10:31

If they can eek out a h1 break even with apr-jun qtr then surely they can do similar in h2, xmas, im a celeb etc etc

So if they dont require to increase borrowing, its just a matter of waiting for things to slowly improve

Risk reward looks very decent here

[mossy11] 10/8/2020 10:15

I'm a celeb is going to be a massive viewer pull.

[netcurtains] 10/8/2020 09:19

What percentage of Britbox does ITV own? Is it 50%?

[dexdringle] 10/8/2020 08:50

These have lost 80% since 2015 when share price was just under £3.

Is the intrinsic value of the business really worth only 20% of what it was?

[smartie6] 10/8/2020 07:21

Amaretto, what a deeeeeek???

[cautious7] 09/8/2020 22:44

Hows the ADR's doing

[stansmith3] 09/8/2020 21:56

There are a number of catalysts to look for over the next 18 months, love island, im a celeb, big sporting eventsSeems more a case of when, not if ?