Itv Share Discussion Threads

[hamhamham1] 05/11/2020 08:24

But don't get me wrong, holding Reach isn't a bad call, but buying fresh at these levels, looking at historical chart, you would do very well if you doubled from 130p area???

[hamhamham1] 05/11/2020 08:14

I more than doubled my money on Reach, sold near 120p a week ago.
Time will tell, but put that money to work on other shares which had yet to take off. Again time will tell.
When markets are low, it's easier to pick 2 shares which will double at staggered times than picking a share which will quadruple.
Once the easier first double is done, the hard yards are doubling the same share price again.

[hamhamham1] 05/11/2020 06:54

BofE could have good news at 7am.

[hamhamham1] 05/11/2020 06:11

Trump is just embarrassing himself, he should just take the loss on the chin.
Now everyone inc. the Republicans will be happy when this is over and he drops off the radar.
But he did a job that needed doing, challenging China, bringing jobs back home, etc. A lot of his legacy will stay in place, Biden can just not remove what's in place. Trump will be the patsy.
Biden will build bridges with the world and we all live happily ever after :)

[hamhamham1] 05/11/2020 05:44

I think the markets are going to like the Republicans still holding the Senate.
This will keep the Democrats from raising taxes on people and businesses in the main. even allowing for the executive powers of the President. And Biden will mend a few bridges globally, economically and politically.
Hopefully, now this out the way, Brexit deal will be done by the weekend, or end of next week at latest.
Double pump for the general markets. Am hoping for double digit gains on average across my portfolio over next week or so.
As an extra bounce, Rishi gonna probably announce another £100-200bn of support for the UK economy today as well.
Risk on.
Let's watch and see!

[dewtrader] 04/11/2020 20:15

Rch and itv all the way

[hamhamham1] 04/11/2020 17:19

Expect markets to be up again tomorrow, the Dow is heading up day, even as results unfold.
Markets will be happy with any result.

[hamhamham1] 04/11/2020 17:13

That would be a terrible power to give a nutter!

[hamhamham1] 04/11/2020 17:12

Such a strange power, why have the houses to vote and keep checks on bills, when with a single stroke of a pen the president can decide to put something into law without consulting any house.

[hamhamham1] 04/11/2020 17:04

Oh yeah, forgot about that!

[stansmith3] 04/11/2020 17:01

executive orders will sort that

[hamhamham1] 04/11/2020 16:57

Looks like Trump gonna lose, but the Republicans may keep a majority in the Senate, so the Democrats can't get any dramatic policies through.

[netcurtains] 04/11/2020 13:23

...and we're blue....
The Trump Biden show, Covid19 vaccine news, STV results with "better than expected" advertising and Christmas
All good for ITV.

[alex1621] 04/11/2020 11:13

Cancel that last comment, picked up in a link to Investors Chronicle that I get via email ... a closer look at the write up shows 1 Sep date. Apologies.

[alex1621] 04/11/2020 11:08

STV announced an interim dividend. I wonder if ITV will follow next week?

[boix] 04/11/2020 09:43

It's early and very thin market trading.

[dewtrader] 04/11/2020 09:23

These STV advertising figures (released today) are also probably relevant for REACH too - cheers net


STV Group plc Trading Update

Excellent viewing performance continues; advertising recovery ahead of expectations; short-term outlook still uncertain due to Covid-19

-- Advertising recovery ahead of expectations, with Q3 total advertising revenue -4% and October -2%;


-- STV-controlled advertising outperforming, with regional advertising up 8% and VOD advertising up 10% in Q3;

-- Continued excellent viewing performance on TV and online in the 10 months to the end of October 2020, with TV
viewing up 13% and online viewing up 82%;

-- Good commissioning momentum in Studios, with revenue guidance maintained for a strong 2021
Advertising market

-- Advertising trends have improved materially over Q3 and the start of Q4, albeit the Covid-impacted outlook remains uncertain.

-- Q3 total advertising revenue (TAR) was -4% year on year, with July -7%, August +1% and September -5%. October improved further to -2%,
with revenues seeing a meaningful step up in the important autumn months, even taking account of tough comparators with Rugby World Cup 2019.
Total advertising revenue January to October stands at -13%.

[stansmith3] 04/11/2020 08:42

boixthe read across is obvious, seems its already priced in here which would be disappointing

[boix] 04/11/2020 08:32

STV Group plc Trading Update TODAY
ITV Sell their airtime


Excellent viewing performance continues; advertising recovery ahead of expectations; short-term outlook still uncertain due to Covid-19

· Advertising recovery ahead of expectations, with Q3 total advertising revenue -4% and October -2%;

· STV-controlled advertising outperforming, with regional advertising up 8% and VOD advertising up 10% in Q3;

· Continued excellent viewing performance on TV and online in the 10 months to the end of October 2020, with TV viewing up 13% and online viewing up 82%;

· Good commissioning momentum in Studios, with revenue guidance maintained for a strong 2021

Advertising market

· Advertising trends have improved materially over Q3 and the start of Q4, albeit the Covid-impacted outlook remains uncertain.

· Q3 total advertising revenue (TAR) was -4% year on year, with July -7%, August +1% and September -5%. October improved further to -2%, with revenues seeing a meaningful step up in the important autumn months, even taking account of tough comparators with Rugby World Cup 2019. Total advertising revenue January to October stands at -13%.

· Within TAR, STV-controlled advertising has continued to outperform, with regional advertising +8% in Q3 and showing year on year growth every month since July. Between April and October, STV's Growth Fund attracted 71 new Scottish advertisers to STV. Year to date January to October regional advertising is -6%.

· VOD advertising was +10% in Q3 and returned to growth in September and October. Year to date January to October VOD advertising is +12%.

[ivanborsky] 04/11/2020 08:16

Yep, lots of synergies with STV. Also another tie-up with BT Britbox partnership this morning.

[netcurtains] 04/11/2020 07:58

A lot of stuff in STV trading update is potentially applicable to ITV too.
Good read:



I dont know if ITV get any cash from i-player for this or does all the money go to STV? It had massive i-player numbers.

[alex1621] 04/11/2020 07:44

STV Group's advertising figures are ahead of expectations.

[hamhamham1] 03/11/2020 15:43

Peddler. I recently bought 5 or 6 which have come down a lot.
If only one returns to decent levels, that will cover all the others.
When the share price downward curve flattens on primarily the 6 month chart and secondly on the monthly chart, then I am willing to take a punt.
I got loads of more stable ones but am willing to increase the risk reward on 10% of my portfolio.
As ever, time will tell. But this is a once in a decade opportunity IMO, as long as you don't load it all on one number and don't buy zombie companies.