Itv Share Discussion Threads

[discodave45] 08/10/2020 13:25

NetOn the issue of value, once again your ramping posts only serve to show how clueless you really are.Yes I agree this is cheap, that's why I've invested here, is it on a lower rating than it should be, IMO yes again......but unlike you I'm not expecting this to match the market average, because it never will, why, because of its massive debt, pension deficit and reliance upon advertising income which during a recession takes a massive hit.......as will broadcasting if another full lockdown happens.Have you even looked at their accounts?, I doubt it, the net debt alone is equivalent to 19p per share, earnings H1 (after much adjustments) was down 53% to 2.9p, statutory eps was almost wiped out (-90%). Its 5 year eps growth is non existent (-3.7%). They have deferred £90m of their pension deficit payments thus far, yep £90m about 26% of forecast profit.You keep comparing this to the market as a whole as well as what has happened in the past but can't seem to grasp the fundamentals or what a realistic future is likely to look like. You only want to see positives as that fits your constant ramping. You keep slagging me off and I will retort with interest.Ps one other major red flag for me at WIN is that you are invested.

[lucicavi] 08/10/2020 13:12

Horny chart

[alex1621] 08/10/2020 13:04

I've never quite understood their "holding", as it looks like a series of put and call options and CDC's, together with the 9.9% Liberty holding? I'm not entirely sure how owning a call option, that you may or may not exercise, constitutes a holding? Whatever is going on it appears they are lightening up on these derivatives, and the share price is trending upwards. If the two are connected it perhaps shows the extent to which Goldman Sachs have been gaming the share price. All speculation of course, but I'd love to understand exactly what they've been doing these last few years.

[geckotheglorious] 08/10/2020 12:59

Ivan
"GS upgraded?"

GOLDMAN CUTS ITV PRICE TARGET TO 89 (91) PENCE - 'BUY'

Goldman trims to 13.84%(14.62%)


Raised direct stake a smidgeon,trimmed FinInstrument exposure. Total stake DOWN

[stansmith3] 08/10/2020 12:34

its a real pity you put so much effort into something that will not affect the share price for a long timethis is slater level idiocy

[nige co] 08/10/2020 12:22

I'm pleased to see todays RNS that Goldman Sachs have released further shares in ITV, their holding now stands at 13.05%, it stood at 21% not so long ago. Not forgetting that GS hold 9.9% on behalf of Liberty Global. The big question is who has GS off loading the shares over 8% in a few weeks to?

[netcurtains] 08/10/2020 12:05

From Wikipedia:


On October 6 2020, it was announced that Soumya Sriraman would depart as BritBox US and Canada's President, following the announcement that BritBox had reached 1.5 million subscribers in the US and Canada. The North American service, was reported to exceeded all company targets and, according to Parks Associates OTT tracker remains the fastest-growing targeted standalone SVOD service to have launched within the last three years.[39][14]

yes it does say: On October 6 2020

[netcurtains] 08/10/2020 12:00

From Wikipedia (concerning Britbox)

BBC Studios said the streaming service "went from strength to strength, reaching 1.2 million subscribers in North America after year-end to become the fastest-growing targeted SVOD service."[15][16]



This is before Spitting Image

[stansmith3] 08/10/2020 11:28

lolyou just dont get it do you

[netcurtains] 08/10/2020 11:23

FTSE 100 by PE ratio ascending (as far as RELX) - so you can see ITV is still incredibly cheap - its lumped with all crashed covid stocks, crashed oilers and crashed banks....


pe_ratio ticker stock_name1.41 IAG INTL CONSOL AIR3.15 CCL CARNIVAL3.66 MNG M&G PLC4.46 NWG ROYAL BANK SCOT4.61 AV. AVIVA5.88 TW. TAYLOR WIMPEY5.9 EZJ EASYJET6 BT.A BT GROUP6.27 RDSB RDS 'B'6.46 ITV ITV <====== I put here as seems to fit (although FTSE250)6.47 LGEN LEGAL&GEN.6.5 RDSA RDS 'A'7.44 BARC BARCLAYS7.84 SMDS SMITH(DS)8.1 LLOY LLOYDS GRP.8.74 AAL ANGLO AMERICAN8.78 STAN STAND.CHART.9.94 PSN PERSIMMON10.59 BA. BAE SYSTEMS PLC10.6 MGGT MEGGITT10.87 BATS BR.AMER.TOB.11.42 MNDI MONDI11.69 MRW MORRISON (WM)11.98 SGRO SEGRO12.55 RIO RIO TINTO12.88 IMB IMP.BRANDS12.9 BHP BHP GROUP13.11 WPP WPP13.44 NXT NEXT PLC13.66 HSBA HSBC HLDGS.UK13.69 BDEV BARRATT DEVEL.13.82 RSA RSA INS.13.95 BKG BERKELEY GP.HLD14.32 BP. BP14.82 CRH CRH15.14 GSK GLAXOSMITHKLINE15.28 SMT SCOTTISH MORT15.62 SDR SCHRODERS16.09 PSON PEARSON17.1 HIK HIKMA17.16 CCH COCACOLA HBC AG17.19 CPG COMPASS GROUP17.4 ABF A.B.FOOD17.86 ADM ADMIRAL GRP18.06 SKG SMURFIT KAP.18.13 JMAT JOHNSON MATTHEY18.18 AHT ASHTEAD GRP.18.51 WTB WHITBREAD19.99 EVR EVRAZ21.02 PNN PENNON GROUP21.13 SMIN SMITHS GROUP21.38 REL RELX

[onjohn] 08/10/2020 11:13

162 in January


Lovely 💕

[ivanborsky] 08/10/2020 11:12

GS upgraded this morning, I can't see it anywhere but at the same time yet another RNS just now with their holding reduced from 13.86% to 13.05 %. BANDITS !!!

[srpactive] 08/10/2020 10:56

f

The bbc should rename to momentum.

[jacko07] 08/10/2020 10:47

We may see some dips on ITV as things move on, but it only needs some positive news coming in to see the share price rise to somewhere nearer to the 162p in January. ITV were gaining good strength back in January and along comes this virus to stop it in it's tracks.

Given that the rout was fairly severe back in March and then again about six weeks ago when the share price fell to 54p, the market has strengthened putting 37% on the share price to 76p this morning.

Big percentage rises happen frequently when the share price hit a an almost 10 year low, so some positive news from the board in the next report would be a terrific boost.

Until then, buy on the dips.

[fhmktg] 08/10/2020 10:36

ITV News is proving an oasis of calm and politeness...and some happy news; farewell BBC news, the dreadful Laura, continuous pessimism and carping!Even Robert Peston makes me laugh!

[geckotheglorious] 08/10/2020 10:35

Who?
What?

:)

p.s

You don't have a decent top gear on BBC!

[netcurtains] 08/10/2020 10:14

G-The-G: You dont have Emma Peel or Wolf Hall on Netflix or Prime.

[geckotheglorious] 08/10/2020 10:11

Prefer Netflix and Amazon Prime myself.
Have all the old British classics from 70's/80's on DVD so certainly not going to pay to watch them on Britbox!

Only time I watch ITV or BBC is when they have the rugger on.

[hamhamham1] 08/10/2020 07:38

The US can be quite evangelical and prudish in some ways, yet quite the opposite in others, it's a funny old place!

[stansmith3] 08/10/2020 07:02

obviously the reason for the slight pullback in britbox, i mean itv..