Itv Share Discussion Threads

[stansmith3] 08/10/2020 05:47

curtainsi think you keep dancing around the issue, hopefully youll get there eventuallyitvs discounted pe versus the average will only rise as visibility of earnings increase, as britbox adds no meaningful earnings...............

[srpactive] 07/10/2020 22:09

Yes little retrace, hopefully the next leg higher for a few days
especially with the US finishing strongly, could we tickle 80p by
the weekend?

active

[exlogiclad] 07/10/2020 20:58

In normal times it is very cash generating and that will resume when things get back.

[netcurtains] 07/10/2020 20:43

Britbox v Netflix

Netflix has about 14 times the size cash pile compared to ITV but if you look at the UK one would suggest that ITV probably has about the same cash or more than Netflix to spend HERE. So in some ways ITV is the big player in the UK and Netflix is the also run.

Netflix grossed about £693m from UK revenues.... ITV revenues about £3 or £4 billion.

[srpactive] 07/10/2020 20:30

I am continuing to buy up to 90p myself, far from overbought
imho.

dyor

active

[stansmith3] 07/10/2020 18:09

exi think you managed to break it down to terms curtains can understand

[exlogiclad] 07/10/2020 17:37

She might say she's not trying to compete but she clearly is. People are watching Britbox (including me) and thus, as a result, they are not watching Netflix.
ts not rocket science.

netcurts...I don't think that is how they work it out, of course if someone is watching Netflix they can't watch ITV. Of course if you are in Poundland you cant be in Lidl, but that isn't competition, it's because which is handier.

ITV have Coronation St on at 7.30pm, Netflix have Game of Thrones on at 7.30pm, that is a competition and that's what viewing figures are for. To measure audience at peak viewing times.

Poundland sell Jammy Dodgers at a pound, Lidl sell Jammy Dodgers at £1.20p, but the punter goes to Tesco because it's closer and gets his Jammy Dodgers with their weekly shop even though they are 10p more.

That's just common sense, they aren't selling Gold Bars at cheaper than the Gold spot price.

BTW I have never been in a pound shop or in Lidl, but I do watch ITV when I an not watching Netflix or Prime.

Hold on mate, I haven't got Netflix or Amazon, what a bummer.

[amaretto1] 07/10/2020 17:02

Good close

[jimbull] 07/10/2020 16:49

There will come a day soon when all that cash on the sidelines has to be invested. The UK will be on a lot of shopping lists.

[jarega85] 07/10/2020 16:06

Good to have a little rest and consolidation

[stag6] 07/10/2020 16:00

Netflix was recently 70 times bigger than ITV in Mkt Cap, the recent rise in ITV has now made Netflix 57 times bigger.

How quickly things can change.

[stag6] 07/10/2020 15:56

Thanks Ivan, ITV have increased 1/2 a billion since this topic arose!

I will edit post 1456.

[ivanborsky] 07/10/2020 15:51

At 75p, ITV has a valuation of £3bn give or take and a little bout of profit taking today as expected, hence the brakes being applied.

I was expecting a bit of a tree shake either today or tomorrow to flush out some of the weak holders and profit takers before the next leg up.

All looking good either way !

[stag6] 07/10/2020 15:45

stansmith...I don't need to offer anyone subscriber numbers or how anything affects earnings, I just pay attention to the sum of the parts and the rest is a bonus. None of it matters in a company that has been this far oversold. Britbox isn't a competitor to Netflix though anyone can look at it and say it is, that would be wishful thinking.

For the record, Netflix's 'Game of Thrones' gets over 30 million viewers worldwide per episode, it needs about 60 million to pay down debt. But and it is a big BUT, here in the UK 'Game of Thrones' peaks at 5.7 to 6.1 million viewers, which in actual reality is a million per episode less than Coronation Street.

That is an example of how stupid it is to try and compare ITV to Netflix, ITV would make a great addition to it, but Netflix can't go to the pot and take out enough to buy anything as it isn't liquid, but that is another story.

It's like the bloke with a 2 million pound mortgage on a house worth a million and a half, he looks like he is rich, but would lend him more?

I believe we are in the UK, and ITV are a UK household name and have a Mkt Cap of a lowly £3 billion against US company Netflix at £172 Billion which makes Netflix 57 times bigger than ITV.

I believe all the FANG shares are way overvalued but all will come to a conclusion in time.

That's why I am long in ITV and don't hold Netflix.

[stansmith3] 07/10/2020 15:16

good luck with that, been a nice run for all of us so far

[plat hunter] 07/10/2020 14:30

There must be some heavily under water people here, chill out.

[stansmith3] 07/10/2020 13:56

netearnings and their relationship to share price is not rocket science either but you cant get your head around the most basic arithmetic

[scooper72] 07/10/2020 13:55

Probably good for the nerves that it takes a day to build up a bit more momentum. Some can take profits, others can take a new position and then touch wood, we can move up slowly towards 80p. I put another 10quid per point on my spread bet yesterday and will keep adding a little more at each juncture.

[stansmith3] 07/10/2020 13:54

staghave you filtered...would be great to think you had offered some subscriber numbers and how they would affect earnings...or is it just your usual rubbish?no one other than dd has managed that, but the board is chock full of air plucker dreamers

[netcurtains] 07/10/2020 13:53

stag6: She might say she's not trying to compete but she clearly is. People are watching Britbox (including me) and thus, as a result, they are not watching Netflix.
Its not rocket science.

Poundland might say they are not competing with Lidl or Aldi but if you buy your Jammy Dodgers in Poundland you will be buying LESS in Lidl or Aldi (or Iceland). There are only so many packet of biscuits an average person will buy.

The facts are Britbox is competing with Netflix. It is a niche player but niches do eat into the market of the big player. That is a fact you can take home to the bank.

[stag6] 07/10/2020 13:48

Just use you brain or a calculator...


It's really easy, honestly


plathunter, Carolyn McCall has said many times that Britbox isn't trying to compete with Netflix, it is a nice add on to production, studios and advertisng.

You do your sums on a calculator and you will get the figures. ITV Mkt Cap £2.5 billion. Netflix Mkt Cap $223.5 billion, or in sterling if it helps £172 billion.

So for you or anyone else to whine about Britbox which we all know is not competition to the streamers, is totally futile.

That clown Cautious is forever whining about Britbox and he doesn't evenhold one share in ITV.

[netcurtains] 07/10/2020 13:43

My bit of a guess for close of play (only for fun - no money on it) is 75.5 ...
Good luck!

[stansmith3] 07/10/2020 13:32

so 49p for a brexit deal?

[jacko07] 07/10/2020 13:15

Those rumours of Britbox being better than expectations appear to be true.

McCall is doing the right thing by not saying too much until this pandemic uncertainty has passed. In my opinion that and a Brexit deal are worth 50p on the share price

It could be worse for the Dame, she could be still be at the helm of Easyjet.