Itv Share Discussion Threads

[hades1] 04/8/2021 16:21

L2/3 strong 1050k:1000k Hopefully we have bottomed today.

[nige co] 04/8/2021 14:58

Thanks for posting the IC article Ivan, much appreciated.

[stansmith3] 04/8/2021 14:00

you complain about people saying certain itv share trading activity doesnt mean anything, but are unable to say what it means..even when asked by hades..and you point out how the article deliberately missed out things...lol

[ivanborsky] 04/8/2021 13:25

Interesting article in the Investors Chronicle just out this lunchtime with the debate ITV vs Google in terms of advertising. Anyway here's the best bit :- 'Don’t write off ITV..... ITV is clearly aware of the challenges it faces in maintaining advertising revenue (which contributed 56 per cent of external sales in the first half of 2020). It has long pursued a greater proportion of revenues from its studios division and has spent a lot of time investing in its own content and acquiring new production houses. Its roster of programming is now impressive. More recently, a great deal of investment has been directed towards the ITV hub and the company’s new tech powered TV advertising service Planet V. And it is here that the company poses a more legitimate challenge to the encroaching dominance of Alphabet. Planet V and the ITV Hub offer targeting like Google but without the same level of competition for ads slots. Planet V is signing up other broadcasters, meaning ads can sit alongside a broad range of content not just that delivered by ITV. Whether it justifies a return to a market capitalisation of £4.55bn for ITV is hard to say, but with shares trading on just 10 times forecast earnings there seems to be more space to grow. If nothing else, its combination of original content and data management surely makes ITV a takeover target. As for Alphabet, reliance on advertising revenue can hardly be used as a negative investment point, when the digital ads space is accelerating and Google is capturing a growing slice of the pie. And the cash delivered by the ads business is being relentlessly deployed into new exciting ventures. Buy Alphabet (if you can afford it at £2716 per share) and ITV at 113p per share for less expensive exposure into the digital ads market.' They deliberately missed out 'Google market cap $1.75 trillion and price inflated by continued share buybacks which has been financed for nothing by endless QE' !

[nige co] 04/8/2021 10:35

Cheers mate.

[hades1] 04/8/2021 10:31

Nige FYI there is a 178p 200k overhang on BT (L2/3) - originally placed in opening auction. Been there all week

[smartie6] 04/8/2021 10:20

Got a feeling we’re going to see some TO news.

[hades1] 04/8/2021 09:56

Incidentally great Discovery Coms numbers last night. In US they are also reporting ad market recovery. John Malone controls Discovery Coms along with LG. Reported in todays Times business section.(avoid the Telegraph as repeating BS again)

[hades1] 04/8/2021 09:50

Hit bottom?

[morti1] 04/8/2021 09:31

I am a shareholder so it is the last thing that I want, but I find it strange that the share price which has been dropping, hasn’t dropped below 112p, which would make it fall into the automatic FTSE 100 exit positions. Very very odd.

[nobilis] 04/8/2021 09:24

Bid coming here imho

[nige co] 04/8/2021 09:19

Yes the chart needs to build a bottom to attract buyers. IMO.

[hades1] 04/8/2021 09:15

L2/3 finely balanced 957k:970k We need an up day and retain the 112.25p low close.

[stansmith3] 03/8/2021 18:43

nigeyou didnt say how much you had lost in itv which is the pointgiven that itv has halved roughly at worst, i thought it a fair bet that ive had worse lossesas for my so called sarcastic comment, not so, it makes no sense to me why you would mention making a six figure sum with regards to vod and worse that you say it means youre not talking peanuts, peanuts is a relative measure i am afraid to tell you

[nige co] 03/8/2021 18:25

Hades, yes I hope that the 10 million shares reported as sells after todays close is an end to the depressed share price.

[nige co] 03/8/2021 18:23

"nige, lol, what a charmed investing life you have had, wish i could say my worst investment was a loss like that" Stan, what loss would that be? The reason I mentioned VOD, because after reading your sarcastic comment above, I was making the point that I don't have peanuts invested.

[hades1] 03/8/2021 18:04

Nige To be fair to them the share price was on a downward trajectory well before the presentation started at 930am. Let’s hope the stock overhang has cleared - If that is what it was?

[stansmith3] 03/8/2021 17:39

with respect i could say the same to you what vod has got to with anything i cannot fathom

[nige co] 03/8/2021 17:36

Stan, with respect you don't know what I have invested in ITV. I have done very well over my time of 36 years, I made a 6 figure profit in 5 years of holding VOD.

[nige co] 03/8/2021 17:32

"What’s the date for next FTSE100 reshuffle?" 20th August.

[stansmith3] 03/8/2021 17:31

nige,lol, what a charmed investing life you have had, wish i could say my worst investment was a loss like thatmeanwhile, itv investments continue to burn our cash on britbox and investments like what3words....