Itv Share Discussion Threads

[stansmith1] 13/2/2024 10:12

this is what i said the other day, our resident mental patients arguments dont add up...manipulating the price lower - if true - just creates bargains for everyone....thank you very much...the guy needs locked up

[jonnybig] 13/2/2024 09:57

So Silchester are buying because they see it as good value and will only sell at the right price? Well knock me down with a feather!

[netcurtains] 13/2/2024 08:50

Is ITV a tech stock?
===========================

If you have been in the top ten list of the "most downloaded apps" in the UK for quite some time often such an app would be worth BILLIONS.......

Is it possible that ITVx is insanely undervalued if you are of the opinion that the current market cap of ITV is only for ITV studios and ITV television.....

My view is the ITVx APP currently has been give ZERO value but possibly its worth BILLIONS...

[kelso29] 13/2/2024 08:48

So Silchester see good value under 60p, unfortunately this also means that other people are happy to sell under 60p for them to build a 5% stake.
Hopefully Silchester will buy more at a higher price!

[topbun] 13/2/2024 08:31

Silchester declare a 5% stake in ITV. May explain all those lumpy million trades at the end of the day for the last couple of month.Both Silchester and ITV would not comment.Interesting news, but I believe they already held 3%.

[marksp2011] 13/2/2024 08:01

Matthew

I have watched Silchester in other holdings

They play two games, holdings in a portfolio and effectively special sits. In the latter, they have the balls to take very large positions and they will exit when they feel the price is right. I don't think they go in expecting to trade out but, if the price is right.......

We will know where this sits if the stake continues to increase.

They used to have a listed vehicle that traded on a thumping discount, I think I bought it to buy Barclays at a 25% discount. The vehicle only had a BARC holding

[bargainsniper] 13/2/2024 07:49

INVESTMENTMayfair fund snaps up ITV stake amid ad downturnJAMES WARRINGTONA MAYFAIR fund has taken a £120m stake in ITV as the broadcaster grapples with a deep advertising downturn and slump in its market value.Silchester International Investors has become one of ITV's largest shareholders after snapping up a 5pc stake in the business.The media-shy fund, which has also built a £500m stake in the advertising giant WPP, states that its investment philosophy is to identify fairly valued businesses "capable of increasing earnings, assets and dividends by their own efforts".Its investment in ITV makes it one of the broadcaster's top five shareholders.

[jonnybig] 13/2/2024 00:34

The holdings rns shows Silchester as "indirect" suggesting they're holding on behalf of a client.

[slater5] 12/2/2024 23:49

Silchester declare a 5% stake in ITV. May explain all those lumpy million trades at the end of the day for the last couple of month.Both Silchester and ITV would not comment.Interesting news, but I believe they already held 3%.

[justiceforthemany] 12/2/2024 21:09

Come on folks, half a penny rise today in a reasonably strong market was pathetic. Shorts rigging things again and again.
The Dame is on VERY thin ice.

[jimbull] 12/2/2024 20:17

matthew1..Goldfinger has been right so many times on ITV. You sound like Stan the Ban from the other thread, maybe Goldy is right, strange things occur on M&A.

Time will tell. You are the expert so answer ths, when he said there would be an article in the Times he was right, that doesn't sound like someone making stuff up. He is definitely connected.

[matthewr1] 12/2/2024 18:30

Silchester is an institutional value investor , meaning they buy stocks where the valuation is cheap. They are not an activist or a corporate raider , rather a long term asset manager.Meaning they could be on the register for many years (until the valuation becomes rich). They are not buying this stake to engineer a bid whatsoever.
It’s a small positive (as per the share price reaction) , which you could actually put down to the markets.
“Prophet”;……..give me strength. Think he needs help.

[bargainsniper] 12/2/2024 16:44

Maybe they read my post 6131

[huckers] 12/2/2024 16:38

Actually, Silchester have held ITV shares for a while. Last advice I can find had them at 3.5%.

More interestingly (to me) is that the liquidity in this share is consistently down in recent weeks.

[jonnybig] 12/2/2024 16:35

Looks like goldfinger is right. New holder straight in at 5%. Onwards and upwards from here! 😁

[nakedmolerat] 12/2/2024 15:49

you cannot compare disney and itv, disney is more global

itvx app will have picked up new viewers from mr bates vs the po

[huckers] 12/2/2024 15:45

RNS Silchester International Investors now holds 5.0% of ITV.

Who are they? From their website: "Silchester was formed in 1994 to specialise in international equity investment, primarily on behalf of institutional investors."

FT article on them dated from 2018 though.

www.ft.com/content/e7eabcf5-5032-3567-a9d9-f6a723d60358

From this article: "While clients seem content, SII has built a reputation as a rigorous shareholder, putting companies under the microscope and asking tough questions. The fund house seeks value stocks, holding about 100 to 150 companies at any one time, and invests internationally, excluding the US. It takes chunky stakes of up to a fifth of a company’s shares and is an active owner: it voted against management at about half of all annual meetings in which it participated in 2017, according to its stewardship code.

An investment analyst who did not want to be named said: “They are a very long-term investor. They don’t buy and sell on the news".

[tlobs2] 12/2/2024 15:34

Goldfinger, this is the type of dross that I am talking about. You make it up as you go along.


goldfinger16 9 Feb '24 - 12:39 - 17814 of 17930

About half hour ago I was talking to a friend who is well informed on Media stocks.


Yeah right.

[vlad the impaler] 12/2/2024 14:30

I just started noticing yesterday, how nice investors are


When Impaled by their own intellect ..


😂