Itv Share Discussion Threads

[stansmith3] 18/9/2020 10:20

i see you are still avoiding the big pictureitv had all these big events before covid and while the share price was falling from 250its called a paradigm shift

[netcurtains] 18/9/2020 10:13

ss3:


TV will be hit hard by the ad pullback from big brands, with GroupM forecasting a 15% decline this year and then 13% growth in 2021 as deferred spend is spent. However, this growth next year could be curtailed should professional sport not return in a meaningful way as GroupM currently assumes will happen.

Hence the importance of Digital ITV, Britbox and TV production.

£2.50 is possible but needs great news to achieve it. The market always goes far higher than you think AND far lower.... The impossible is normal - eg Tesla.... That is pretty normal - we've seen these bubbles over and over and over and over again.


If you rely too much on Figures and not enough on sentiment you will miss nearly all the boats.

[stansmith3] 18/9/2020 10:03

the market is expecting free to air revenue decline to outpace growth in other areas, thats why the share price has been falling since before covidthe world is quite different since itv was last 250, internet comms are faster, more channels, different viewing habits etc. this is the new normal, 250 aint happening...

[netcurtains] 18/9/2020 10:00

Typo56: To be honest I was expecting it to fall today as last tracker funds leave the building.....So it seems to be holding up OK. Bodes well for next week.. Be great if we can hold this sort of price range right up until 4:30pm

[netcurtains] 18/9/2020 09:59

ss3: "does well" is a target set by the market. You tell me what the market is "expecting" and then we can discuss what "does well" is.
We have to be vague just now as its a very fluid and dynamic situation. For example "Film4" is something new - we dont know what other new stuff they have in store...

If people can tell you concrete predictions they would be multimillionaires. alas I am pretty average income.

[typo56] 18/9/2020 09:57

Don't get too excited about the volume at close today - it's leaving the FTSE100.

[stansmith3] 18/9/2020 09:52

whats a two year graph got to do with it, covid is a 2020 issue....if something does well we are talking 150-200...how so? have you calculated how much earnings would have to rise to reach that?how many britbox subscribers is that?

[netcurtains] 18/9/2020 09:47

ss3: Hence my price of £1.10 - £1.10 is LOWER than March this year so its a reasonable recovery target. In March this year we were £1.20.

[stansmith3] 18/9/2020 09:44

netcovid fall only started this yearthe rest of the decline in share price is for other reasons

[stansmith3] 18/9/2020 09:42

recovery price, two years out is about 150pany higher will require itv to prove it can regain ad revenue captured by internet platforms or that its new ventures and growing studio output can offset the ad decline in its traditional free to air businesses

[scepticalinvestor] 18/9/2020 09:09

I would be aiming for 15bn mkt cap - so c. 250ps

[netcurtains] 18/9/2020 09:03

I was trying to work out what the recovery price would be. I think, looking at 2 year graph its about £1.10...
However if Britbox does well (or something else does well) then we're talking £1.5 to £2 range.

Would that be fair?

[netcurtains] 18/9/2020 09:00

Sainsburys doing OK-ish touchwood etc etc....
Do Sainsburys advertise on ITV?

[scepticalinvestor] 18/9/2020 08:41

crikey - bit of craziness going on in the mkts this amholding firmgla

[hamhamham1] 18/9/2020 07:51

68p+ open????

[amaretto1] 17/9/2020 21:24

Only rubbish said on here is you..It's gone up 11 points since your spouting started.

[stansmith3] 17/9/2020 19:39

amerettisorry filtered your rubbish weeks ago

[amaretto1] 17/9/2020 19:25

Go on then Stan .... tell us all on here a better long option than ITV ? Waiting with anticipation.

[netcurtains] 17/9/2020 18:59

Film4 is now on Britbox - some really good movies here

[srpactive] 17/9/2020 16:22

70p nailed on for tomorrow I feel..

dyor

[onjohn] 17/9/2020 15:24

Yanks buying

[srpactive] 17/9/2020 15:15

Bought more on the dip, I would prefer a move
higher based on content growth to 240p myself.