Itv Share Discussion Threads

[nige co] 02/11/2020 09:14

Further reduction in Goldman Sachs ITV shareholding. Who's the buyer is more to the question?

[ivanborsky] 02/11/2020 09:12

Just left another buy order on at 69p GTC.

Doubt if it will get filled but if the market decides to do a massive tree shake, maybe just maybe ??

[hamhamham1] 02/11/2020 09:10

FTSE100 now up 0.5%

[hamhamham1] 02/11/2020 08:13

Picked up some McBride today at 62.8p.
Time will tell.

[pander45] 01/11/2020 21:36

I think the market sussed this on Friday PM, at least the institutions did.

[pander45] 01/11/2020 21:35

This is spot on. Beware the sell only to buy back in for more after a quick spike down.

[boix] 01/11/2020 21:07

I am pretty sure all other than panicking PIs understand.
Anyone trying to sell and buy in cheaper later likely to get fu....d

[stansmith3] 01/11/2020 19:40

hamwell i will look at adding, will see how things gogovt look like they will attempt to print their way to a vaccine, unfortunately we dont know if vaccine will stop the spread or just slow it, so we could be looking at this farce lasting for years

[hamhamham1] 01/11/2020 19:10

Unless you are non essential retail shop or the other specific categories like pubs, restaurants, gyms, etc, you travel to work if you can't work at home.
This is nothing like March.
Hopefully by 9.30am, the markets will realise this, let's see.

[hamhamham1] 01/11/2020 19:06

Stan. The share price is half what it was last year, so I think if the figures are within 15-20% of q3 last year, that's a huge success and should help the share price. All things being even.
Tomorrow all will be down, and maybe a good buying op for many shares?

[boix] 01/11/2020 15:32

From Government Website detailing Lockdown 2.
Could help a few retailers? - click-and-collect is new for non-essential retailers.
“Non-essential retail can remain open for delivery to customers and click-and-collect.”

[boix] 01/11/2020 14:19

Update on 12th
Believe Q3 2020 revenue consensus c.£603m vs 2019 £734m
I believe the number will come in around £648m - beat due to stronger advertising markets and that money drops straight to the bottom line.
Full year estimate at down 11-13% dependent on November/December post lockdown 2.
Only real variable are production revenues(used consensus) as difficult to estimate from outside.
All estimates better than expected.
Just IMO

[stansmith3] 01/11/2020 10:11

hamthanksthere is no shortage of advertising though, itv hasnt missed a beat or had to pad out breaks since covid hitadvertising revenue is highly geared to demand though, so they wont be getting the premium prices they usually get and are more likely very busy discounting iti am hopeful though that q3 will compare ok with q3 last year

[boix] 01/11/2020 09:47

Correct but travel, airlines etc have not been advertising on TV for a while - so no change.

[netcurtains] 01/11/2020 09:38

hhh: Unless going to Scilly isles (sorry, I'll get my hat)

[hamhamham1] 01/11/2020 09:36

I think there is going to be a travel abroad ban as well from Thursday, unless essential.
That's goosed airlines and travel companies.

[boix] 01/11/2020 09:32

A lot of the sectors shutting down where not advertising on TV anyway - Travel, Leisure and unusually many non essential retailers (M&S already decided not to advertise non food weeks ago).
Many other nonessential retailers will now have to push online sales heavily especially over Black Friday.
Sadly I suspect the larger nonessential retailers will just take market share from the local high street retailers without a strong online presence and without huge promotional budgets.
October is also thankfully over so any impact confined to November and possibly early December?
It will be interesting to see if the Car advertisers continue across November? Should do as mainly ‘Brand’ messaging.
I also wonder if TV picks up even more of the OOH monies.

[netcurtains] 01/11/2020 09:29

EDF is 83% owned by the French Government. If you look at this Nuke deal I think its a good guess that this is linked to a good Brexit outcome. Nukes for Fish.

I raise this point as this news item suggest that Brexit might be nearly done and dusted - if so that will lift the markets both here and in the EU:

[alex1621] 01/11/2020 09:22

The 12 November update will clarify matters. I'd imagine Christmas advertising is already baked in, and unlikely to be pulled as lockdown is scheduled to end 2 December. Good news on TV production. Lockdown is bad news but impact shouldn't be as harsh this time round. With US election next week I'd expect a lot of market turbulence.

[hamhamham1] 01/11/2020 09:15

Stan.
The PM said, and this is quoted from the Guardian..
"...go to work unless it can be done from home."
Obviously unless you are in the pub, restaurant, etc business.
How will it effect itv?
The studios will continue to produce programmes.
The advertising revenue will be affected by those sectors not advertising, but other sectors I imagine will want to advertise, to get customers to buy from thir online portals.
But with the non essential ships having to close, they need to get people to buy online, so advertising needed.
This next quarter is where a lot of companies earn most their money so companies will have to go all out to get revenue in, and that will mean advertising!

[boix] 01/11/2020 09:01

https://www.screendaily.com/news/england-lockdown-film-and-tv-production-can-continue-but-cinemas-to-close/5154556.articleConfirmation TV production continues despite 4wk lockdown

[stansmith3] 31/10/2020 20:44

boixthanks

[boix] 31/10/2020 20:24

Correct
I was surprised that takeaway food outlets can also remain open.
McDonalds etc plus I assume takeaway coffee shops as they also sell food.
Online, click-collect and food retailers selling nonessential goods will clean up again.
Very different but extremely bad news for small local nonessential retailers (and leisure businesses) without an online offering.
Let’s hope they are the first allowed to reopen in December

[pander45] 31/10/2020 20:22

This is very much "lockdown light"

[boix] 31/10/2020 20:17

Listen to Boris’s speech.
He was very clear this time.
Clearly ITV could decide to stop production but why would they?
It’s just work that can’t be done from home.
This time even factories remain open - again very clear.
Don’t forget all offices, factories, production houses/studios have established social distancing in place unlike back in March.