Itv Share Discussion Threads

[b dazzler] 27/8/2020 14:48

Must be this news that is boosting the share :¬)

[discodave45] 27/8/2020 14:44

Yep thanks for that.

[nortic 007] 27/8/2020 14:41

Great turnaround

[srpactive] 27/8/2020 13:53

JB

I too thank you, once we have a handle on this the production and advertising
world will have to make up the c19 short fall, and I feel they will.
I continue to buy, as I feel itv will be a solid recovery situation over the next couple of years.

dyor

active

[stansmith3] 27/8/2020 12:31

Thats great info, thanks for sharing.

[netcurtains] 27/8/2020 12:31

JimBull: Great piece of insider info - thanks!
traditionally share prices rise ahead of expected good news. So I would expect (generally speaking) ITV to rise (on and off) all the way up to Christmas.

[jimbull] 27/8/2020 12:28

I know a guy who is a senior studio technician with ITV, he went back to work a few weeks ago after being furloughed, he has the task of preparing the studio for purpose. I spoke to him last weekend, he said that every studio that ITV own is booked solid for two years.

The only thing that was stopping full speed ahead was the Insurance they have to have in place that covers all from crews to actors to admin. The insurance underwriters have to go by Govt rules.

When that will be up and in force 100% should be soon, but imo the ITV share price will rise as soon as that news comes.

[stansmith3] 27/8/2020 12:24

if i can work out that they are going much lower, say 35-40, id rather sell and rebuy rather than wait it outyou will need to look years down the line as thats how long it could take to play outbest

[scepticalinvestor] 27/8/2020 12:21

GS seem to be reducing their leverage.

[discodave45] 27/8/2020 12:08

'the question is what does h2 hold vs h1 and h2 2019'Think you know the answers: better and no so good (please not being sarcastic), yep don't like their debt but this is priced for lockdown IMO, I'm looking 2,3,4 years down the line.

[netcurtains] 27/8/2020 11:59

If you are interested in the ITV studios here is a quick introduction to what they do and what they have to offer:



yep dont tell anyone but ITV made Sky's hit new show "Little Birds"

hxxps://www.itvstudios.com/scripted-programmes

[scepticalinvestor] 27/8/2020 11:52

looking very good now.58 certainly looks like the bottom for the time being.

[srpactive] 27/8/2020 11:50

Yes have seen it many times, I too am expecting the bounce to continue.

dyor

[netcurtains] 27/8/2020 11:48

hamhamham1: I agree... Its possible small bounce has started already as its a bank holiday on monday so shorts dont have many days to get out before wednesday...

[hamhamham1] 27/8/2020 11:43

It will bounce on drop to ftse250 IMO.
Bought some RR. and MCRO today.

[netcurtains] 27/8/2020 11:29

Once into FTSE250 I see this boucing up .......There is nothing rationally stopping it... As adverting will be rising, program production will be rising and britbox will be expanding..

[netcurtains] 27/8/2020 11:27

the reason why it potentially will rise?

its at the low covid point. most firms have recovered to at least 25% or 50% of covid crash... ITV is at zero recovery.
So its probably due a bounce going into the important and lucrative christmas period...

[netcurtains] 27/8/2020 10:59

If there is going to be a trap for bears when we go into FTSE250 (eg bounce up) - do we know what date we enter the FTSE250? Is it WEDNESDAY next week?

[gerardp] 27/8/2020 10:33

probably of interest to netcurtains :

[stansmith3] 27/8/2020 10:24

well one bad qtr is enough to wipe wpp and itvs profitsthe question is what does h2 hold vs h1 and h2 2019will itv increase debt and for how long, answer that and you will know where the share price is going

[discodave45] 27/8/2020 10:16

It's not the best sound bite, think the market reaction is.Perhaps no read across because ITV's Rev is not predominantly advertising.Who knows why this is where it is, if you believe the market is wrong does it matter!.

[ivanborsky] 27/8/2020 10:13

Just left a few more buy order limits, so I am covered at 57p all the way down to 49p if GS decide to do a tree shake or a 'smash and grab' as I like to call it. I'm sure they're plotting something before the close of play tomorrow.........bandits !!

[scepticalinvestor] 27/8/2020 10:08

haha a number of 666 trades in the last day or two.now we know who is behind this shorting campaign!!

[scepticalinvestor] 27/8/2020 10:04

no you do have some fair comments which is good to debate.