Itv Share Discussion Threads

[nige co] 20/9/2021 11:40

Hades, what is the order book looking like? Thanks.

[matthewr1] 20/9/2021 07:34

Friday volume was due to quadruple witching

[hades1] 19/9/2021 19:28

Broadcasters race to set up shared catch-up serviceTerrestrial channels' joint streaming app would sit beside Netflix and Amazon Prime on new smart TV homescreensBy Ben Woods 19 September 2021 • 6:00pm The Telegraph "British broadcasters are racing to sign off a single free streaming app by November as they mount a co-ordinated fightback against the US tech giants.The BBC, ITV, Channel 4 and Channel 5 are close to reaching an agreement on a new system that will combine their catch-up programming in one place.Talks began at the start of the year, but have taken on a greater sense of urgency in recent weeks as executives seek an agreement ahead of an upcoming production run of smart TVs to be released in 2023.The move, which forms part of the industry joint venture Freeview, will make it easier for viewers to navigate the proliferation of streaming apps to ensure broadcasters have the heft to claim their place on the "homescreen" of smart TVs, in competition with Netflix, Amazon and Disney+.Sources said the service will be one app that will take viewers to a homescreen where programmes from the broadcasters will be bundled under topics such as drama or reality TV, meaning a BBC show could sit alongside offerings from ITV and Channel 4.Viewers will also be able to choose to go straight through the broadcasters' streaming platforms, such as iPlayer and the ITV Hub, from the home menu. The move could include deals for a dedicated button for the service on TV remote controls in a similar vein to Netflix or YouTube.Distribution talks are expected to start with TV manufacturers first, before moving towards streaming services such as Google Chrome, and the pay TV providers Virgin Media and Sky."................................article continues........

[stansmith3] 19/9/2021 13:50

how so?i have always criticised britbox on this board?i have previously agreed with netcurtains on the ftse ceilingi have always said itv vs netflix is nonsensicali just added the love island comment as i just watched season 3 and it was very poor compared to uk edition, season 1 and 2 were ok, viewing figures were 1.8m and it has yet to be renewedi said earlier that i thought itv would recover to 140, although times are a changingi think i have a pretty realistic handle on the situation, i think the worst of the streaming/social media effects have happened and itv will hold roughly where it is in uk culture and a business, nothing guaranteed thoughpeople are free to make their own cases on here and they doand to answer your original question, i hold roughly half what i did last year, a qtr went to a rising bt the other qtr went to a falling bt..

[hades1] 19/9/2021 13:37

You sounded very pessimistic about ITVs future.

[hades1] 19/9/2021 12:48

Stan
Have you sold?

[stansmith3] 19/9/2021 11:44

stagif the mkt is wrong kts been wrong a while, i remember the ftse hitting the 7000 ceiling in 2000...its capable of continuing to be wrong for another 20 years unfortunatelyitv is slipping out of the ftse, times are a changing, had itv not focussed on its studio business it would be mid 250 at bestbritbox is going nowhere, love island usa may not be renewed for 2022, i dont see anything to turn this around other than some kind of return to normality post covid

[nige co] 19/9/2021 11:38

"with itv going in the other direction, it does not suggest accumulation, quite the opposite

more worryingly, the mkt doesnt see the current share price as a bargain else it would be getting bought"

I would have to agree Stan.

[stansmith3] 19/9/2021 10:37

nigeone small difference was that the market probably had an idea, given the relentless daily increases of the bt share price even on mkt down days, so when itv starts going up up up then we can speculate...with itv going in the other direction, it does not suggest accumulation, quite the oppositemore worryingly, the mkt doesnt see the current share price as a bargain else it would be getting bought

[nige co] 19/9/2021 09:49

"i think though this board will be the last to know about a stake being built rather than the first, time will tell"

Agreed Stan, if Drahi can build a 12.11% stake in BT (20 million shares) without the market even having a sniff of what was going on, then we on this discussion board will be in the last to know. Only if or when someone discloses their holding in a RNS will the market know.

[stansmith3] 19/9/2021 09:34

roystonlol, you will only get accused of floating conspiracy theories when you start to link completely unrelated trading volumes and appointments so frequently that they become mutually exclusivefloat is indeed the word as you know who, just spams the board offering no back up whatsoeveryour experiences are your experiences and cannot be challengedi think though this board will be the last to know about a stake being built rather than the first, time will tell

[hades1] 18/9/2021 22:06

royston6
Agree but the price is falling?

[royston6] 18/9/2021 21:06

I have been buying ITV with interest, it is baffling. The of late non performing share price doesn't worry me that much, we have been here before too many times.

In the old days ITV were a heavily traded share, they aren't anymore because the amount out (the float) there for sale is limited.

18 million on Friday looked great but it's churning on their own accounts which is holding the share price down. Who are they? I wish I knew.

Before anyone accuses me of conspiracy theories, go through the trades and look for yourself. I don't believe a private punter would stand a chance of getting a 250k buy order filled today at these prices. I have been buying on the dips and almost every time I have tried to buy 50k, it's been half filled, so what is going on.

The sells today are misleading, whose selling? the bigs aren't for sure! Who are they? I wish I had the answer, but a stake is being built.

[dealer1972] 18/9/2021 18:54

Hiya, 90.52 is next technical support level :)

[zaxarobal] 18/9/2021 18:37

The market will rotate back to value soon, you just need to have patience.

[nige co] 18/9/2021 18:09

I hope that ITV have been taken over long before 2 years are up. One can dream.

[stansmith3] 18/9/2021 18:00

yeah, i really cant remember, so will go with your recollectioni hope the drop is not due to the ratio of smart money in uk stocks being probably quite high compared to say the dow or nasdaq and that smart money repositioning ahead of some drops over there...with britbox showing loss after loss, currently 800k per week, it being evident that itv cannot compete in that realm, and imv that is now unlikely change, the stream dream whatever that was worth is now out of the spstill think this can hit 140p in the next two years which is a perfectly acceptable return

[hades1] 18/9/2021 17:52

I would argue that last year was rather different - advertising revenues down 60% and no end in sight to pandemic.Sentiment was certainly fragile pre-vaccines.

[stansmith3] 18/9/2021 17:17

there was a similar percentage retrace last year, as i recall from 88-90 down to mid 60sdont remember any particular reason for the drop..

[hades1] 18/9/2021 15:15

Interesting you are not worried about it retracing in the 90s before any possible autumn recovery?