Itv Share Discussion Threads

[netcurtains] 07/11/2020 13:27

O/T:
I sometimes feel I'm the only one on planet earth who does not care a t*ss about USA elections. I'm much more interested in the Myanmar election to be held tomorrow. ANOTEHR GE where workers can vote on a SUNDAY!!!!
The UK is about the most anti-democratic system.... THURSDAY elections means Pensioners have FOUR TIMES more time to vote then a worker.
As a result of this we have not had a truely left wing government in the UK since Harold Wilson!!!!

[stansmith3] 07/11/2020 13:26

fair to say if he makes one it will be grudging..will he attend the inauguration is the more interesting question..hopefully he gets jailed, else we will still have to listen to him every day...

[hamhamham1] 07/11/2020 13:17

My bad!
She didn't give the speech on the night.
Basically she delayed it so she could write a rabble rousing speech to her followers.

[stansmith3] 07/11/2020 12:58

although if you want to see the absolute definition of grace, watch john mccains from 2008how things have changed

[stansmith3] 07/11/2020 12:37

hillary clinton 2016 concession speech

[hamhamham1] 07/11/2020 12:19

And if they do make a big thing about Trump not making a losers speech, let's remind ourselves that Hilary Clinton refused to do one in 2016.

[hamhamham1] 07/11/2020 06:51

What is dangerous is Trumps tone, calling it fraud, etc, that will leave his supporters bitter for years.

[netcurtains] 06/11/2020 17:37

Thanks GeckotheGlorious: no mention of Britbox there? I know its only peanuts but it is an interesting aside .

[stansmith3] 06/11/2020 17:08

scep

each state has its own rules for counting ballots

overseas ballots are still arriving

california for example has only counted 80% of its ballots,

this is entirely normal, its only an issue when its close


and then you have trump who saw to it in court that absentee ballots could not start being counted until election day to go along with his set up that the election was stolen from him, as on the day votes and first to be counted hugely favoured him - the dems asked their voters to vote by mail

and in any case he was going to complain and try it on

its completely transparent to everyone other than trumptards

[geckotheglorious] 06/11/2020 17:07

Q3 Trading Statement next week, 12th

ITV – Nicholas Hyett, Equity Analyst
The all-consuming question where ITV is concerned is what has happened to corporate advertising spend. Advertising spend fell 43% in the second quarter, and while we know online advertising has recovered more recently, whether that extends to more traditional advertising venues is as yet unclear.

We are more hopeful about the performance of ITV’s Studios business, which produces both scripted and unscripted content for ITV and third party broadcasters at home and abroad. While the first lockdown meant many productions were put on hold, we suspect it will also have seen viewers burn through back-catalogue material, increasing demand for new content. ITV will be hoping that boosts activity going forwards.

Unfortunately a second wave of lockdowns around the world won’t be doing the group any favours. And honestly we think these results could be pretty difficult. The debt position at the half year wasn’t dreadful, at 1.3 times cash profits, but the group can ill afford more cash outflows this quarter if conditions remain challenging going into 2021.

[netcurtains] 06/11/2020 16:54

SI: Never wrong to bank a profit!
I still feel it will be resolved enough.

[scepticalinvestor] 06/11/2020 16:51

It is just too messy. the yanks should have resolved this by now.not looking good in my view. I might be wrong but can easily see a new sell off on Mon - have been liquidating a number of positions today in anticipation.still holding over 50k of ITV shares though bit will prob add on Mondayhad a great result with UANC today although was only holding a few k worth...good weekend allSI

[netcurtains] 06/11/2020 16:42

SI:
I'm not sure about that.
If US presidential election resolved enough over the weekend (for Biden) then we could see a global rally...

[scepticalinvestor] 06/11/2020 16:37

back to 75p before results on Tues?

[netcurtains] 06/11/2020 10:08

hhh1:
I like the "Dirty Burger" at Wotton Hatch so much at I bought the company.
It was brilliant.
Obviously closed for a bit but they will be back!


MAB:

They own loads of places like this. PE just 4.
Not many bargains left - this appears to be one of them!

PS - ITV is my largest holding at the moment!

[peddlers] 06/11/2020 10:08

I too am relaxed at the moment.
Not looking to sell ITV until some point in 2021.
I'm actually looking to accumulate so I'll add as it drops back a bit.

I can't be bothered selling my holding ITV in the hope to gain a few pence by buying back n in again.

Ped

[hamhamham1] 06/11/2020 09:46

ITV, NWG and Lloyds are my largest holdings though.

[hamhamham1] 06/11/2020 09:38

Did similar with Lamprell and De La Rue.
A lot of shares have potential to double or triple from their 2020 lows. But straining out another 100 or 200% extra on top of that is hard and long term.
As I said earlier, if they fly quick I'll sell and move on and reinvest, if it takes a year or so to get there, will hold as rest of market would have moved up by then as well, so not likely many bargains still around.
Time will tell. Am relaxed-ish ;)

[hamhamham1] 06/11/2020 09:34

I bought reach in low 50s and sold near 120 about a week ago.

[abarclay] 06/11/2020 09:32

check out RCH
although i have as many itv as i have rch now, perhaps even a few more itv if i include kids

[abarclay] 06/11/2020 09:10

Took my 20% MER profit and gone long more on RCH on PE of 3.7. Investor presentation monday.

[hamhamham1] 06/11/2020 08:04

Hopefully metro bank on the move again.

[abarclay] 06/11/2020 07:55

MER

markrt cap £130m, just sold non core bit for £72m!!!!!