Itv Share Discussion Threads

[netcurtains] 14/3/2021 17:09

Morgan is getting replaced with Meghan...
Thats what I hear.

[verulamium] 14/3/2021 17:03

Now looking at replacing Piers Morgan with Victoria Derbyshire apparently. You couldn't make it up - obviously low viewing figures just don't matter to them.

[netcurtains] 14/3/2021 16:53

yeah ITV is miles better than Netfux - its not even close

[stansmith3] 14/3/2021 14:53

i wonder what the total losses will be by thenas for comparing netflix etc to itv, as i have said i believe it is absurd to compare them

[nige co] 14/3/2021 14:41

I see Britbox as just a small add on that more than likely will become valuable in a few years from now, let's not forget ITV intend adding new content to Britbox going forward, it may only need a bolckbuster to ignite Britbox into growth. I just see it as a nice bonus. ITV don't expect Britbox to make a profit for few years, so no worries. I would rather own an undervalued ITV than an overvalued Netflix, low p/e every time for me.

[stansmith3] 14/3/2021 14:25

hadesyou say absolutely correct to stag who says forget about britbox?

[slater5] 14/3/2021 12:15

stag..good to see you back posting. I couldn't agree more with all you have said, thanks for reminding me to see if I can add a few more tomorrow.

Not only ITV, I think most of the FTSE 350 is a buy, but that is only my opinion.

[hades1] 14/3/2021 12:07

Absolutely correct

[stag6] 14/3/2021 12:02

Carolyn McCall is a smart CEO, she did me as an Easyjet shareholder proud and her slow but sure changes at ITV were working well only to have the virus get us.

How many times has it been reported that Britbox isn't competing with Netflix, Amazon, Disney or any other streamer. To compare Britbox streaming to companies that rise and fall in value on Wall St in a session more in money than ITV's whole Mkt Cap is just plain ignorance. My money is on ITV to return a bigger gain from here than Netflix. ITV @ £1.22p v NFX @ $520 or at £375 per share or 307 times greater.

Britbox losing money, well as every forecast stated that it would, that is no surprise. If you want to see losing money, cast your eyes on Netflix, it is drowning in debt

ITV at 120p is still at a bombed out price. In real terms anyone picking these up at these prices, are getting a whole lot of discount.

Forget Britbox it's a small part of a big equation...ITV have studios booked up until 2023, more viewers in the UK than any streamer and to me the most important factor the company's Mkt Cap....it is so cheap it is a sitting duck for predators.

Barring anything like WW3 starting, or that USA bubble bursting for an undisclosed reason, ITV is a BUY.

Fill your boots!

[stansmith3] 14/3/2021 11:01

no apology necessaryi find it more strange that you have an issue with me questioning one aspect of their strategy

[stansmith3] 14/3/2021 10:59

i think the issue is that you like the idea of itif you do the numbers, the problem becomes apparentif you had done the numbers and they were good, im sure you would have posted by nowdont really see how you can be so strongly for it, if you have not done the numbers

[hades1] 14/3/2021 10:56

Apologies if I misunderstood your position although I find it strange that a long term investor holds the views you express.
I would certainly not be a holder of these shares if I held the views you articulate on this BB.
None the less good luck to you.

[stansmith3] 14/3/2021 10:46

hadesif anyone is getting sucked in its me, some journo likes a royal programme and you make a post in support of britboxbritbox is a great idea, its just not going to make any money soon, so would be irrelevant were it not losing moneythe only thing that is clear is that you think shareholders must love everything a company does, what a stupid point of viewi am very long itv, its my biggest holding, but because i dont like an obviously difficult venture i am clearly a bear on itv?seriously?

[hades1] 14/3/2021 10:42

stanNot getting sucked into that hole.Clearly you are a 'bear' on ITV.I strongly disagree with your position but one of us will be proved right soon enough.

[stansmith3] 14/3/2021 10:40

net

i was replying to yet another happy happy post from hades on britbox

as usual no numbers

who cares if the mail on sunday says britbox could be a bright spot for itv, subscribers/revenue/bottom line is all that matters

despite the huge lockdown growth its still losing money....

[netcurtains] 14/3/2021 10:30

Stan: Why does sport add material profit many years after the event?
You've lost me. That is really counter-intuitive.
You would think it would add profit around about the time of the event.

[stansmith3] 14/3/2021 10:14

just unlikely to add material profit for many years

[hades1] 14/3/2021 09:41

Yes you have missed something.

The Olympics are broadcast on commercial TV channels in the USA and most other countries.
The Olympics also generate considerable commercial TV audiences in the USA - remember greater local interest in the Olympic games than in the UK.
It provides no material benefit to ITV (or other UK commercial broadcasters) in terms of advertising revenues.
There are Olympics marketing promotions (not usually TV supported) but they have not historically had a material impact on UK advertising revenues - given these games are also in Japan with only domestic life audiences...............?
No material impact to ITV.
Incidentally the Olympics do not usually generate large incremental audiences for the BBC except during late night and daytime - thankfully not impacting commercial TV audiences.

The article you posted reflects the impact of the Olympics on the North American advertising market (and a few other similar markets including the host country) - sadly NOT the UK.
The only material impact on UK broadcasters is a modest decline in off peak commercial audiences.

However I do believe ITV will have a strong TV advertising recovery during 2021 and concur with in industry forecasts (from WPP, Publicis, Densu, Havas etc) of around +10% vs 2020 - taking us back to roughly pre-pandemic 2019 levels.

[netcurtains] 14/3/2021 09:23

hades1: I'm no expert so forgive me if I'm wrong. I dont think the BBC has adverts.

So any sports adverts (for bikes, shoes, rackets, balls, tee-shirts etc etc) has to be on ITV.

Or have I missed something?

(marketing people always say massive spike in sales after Wimbledon, World Cup, Euros, and Olympics).

ITV get the money.
BBC pay the money.

perhaps read this:

[hades1] 14/3/2021 08:47

Olympics is on BBC not ITV and doesn’t attract large audiences in the UK especially when there are substantial time zone differences.
Historically has had no meaningful impact on other UK broadcasters - accept during London games.
Euros (soccer) will be a substantial money spinner for ITV this June and July.

[netcurtains] 14/3/2021 08:22

Summer Olympics will be good for TV adverts ...

[sharebuddy1] 13/3/2021 11:31

Read a chartist’s view this morning and he thought there was an upward trend to 173p at which point there may be some resistance due to selling pressure from those who have held the shares long term and want to break even. If it manages to break through that level then it could go much higher.

[panos_berks] 13/3/2021 10:29

Nicely done Nice. Wow if NT has an average of a 1 GBP per share (which incidentally I think he has a much lower average) and the price hits his target of 1.40 GBP he stands to gain a cool 1.2M. I think the figure is a lot higher. He is risking about 3M but as I said his average is probably way lower.
Very good foresight.