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ITV Itv Plc

62.15
-0.15 (-0.24%)
Last Updated: 08:45:22
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Itv Plc LSE:ITV London Ordinary Share GB0033986497 ORD 10P
  Price Change % Change Share Price Shares Traded Last Trade
  -0.15 -0.24% 62.15 873,471 08:45:22
Bid Price Offer Price High Price Low Price Open Price
62.20 62.30 62.60 62.10 62.60
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Television Broadcast Station 3.62B 210M 0.0535 11.64 2.45B
Last Trade Time Trade Type Trade Size Trade Price Currency
08:45:06 O 14,376 62.264 GBX

Itv (ITV) Latest News

Itv News

Date Time Source Headline
20/11/202417:02UK RNSITV PLC Transaction in Own Shares
19/11/202417:02UK RNSITV PLC Transaction in Own Shares
18/11/202417:10UK RNSITV PLC Transaction in Own Shares
15/11/202417:10UK RNSITV PLC Transaction in Own Shares
14/11/202417:08UK RNSITV PLC Transaction in Own Shares
13/11/202417:21UK RNSITV PLC Transaction in Own Shares
12/11/202417:32UK RNSITV PLC Transaction in Own Shares
11/11/202417:18UK RNSITV PLC Transaction in Own Shares
08/11/202417:16UK RNSITV PLC Transaction in Own Shares
07/11/202417:09UK RNSITV PLC Transaction in Own Shares

Itv (ITV) Discussions and Chat

Itv Forums and Chat

Date Time Title Posts
21/11/202408:58ITV Plc 2022 More Than TV9,608
18/11/202419:01ITV331
13/11/202414:13ITV 2020....investing for the future20,478
19/2/202409:17The Hunt For Red October 8
29/10/202318:11ITV Plc - The POS real thread45

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Itv (ITV) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
08:45:0662.2614,3768,951.07O
08:43:5162.182,2121,375.51O
08:43:3662.133,6592,273.48O
08:43:3662.152,2621,405.83AT
08:43:3662.20490304.78AT

Itv (ITV) Top Chat Posts

Top Posts
Posted at 20/11/2024 14:27 by robwt
toptoptrader...The ITV share price will recover long before BigE's predictions, like many UK shares suffering from the malaise of Brexit and inept Governments.

The best way to look at things is to use the situation as a buying opportunity, advertising is starting to improve and ITV will come back to make these bad times good for those with the foresight to take advantage.
Posted at 13/11/2024 16:06 by wsb diamondhans
Yes, there are connections between Silchester International Investors and Apollo Global Management, though they are not direct or obvious partnerships. Instead, the connection primarily lies in their shared involvement with ITV plc, the UK-based broadcasting and media company.

1. ITV’s Shareholder Base:
Both Silchester International Investors and Apollo Global Management have been significant stakeholders in ITV plc at various points in time, though their roles have been different.

Silchester International Investors is an investment management firm, known for taking large stakes in companies and typically taking a long-term, value-oriented approach. Silchester has been one of ITV’s largest institutional investors for many years and has a reputation for being an active shareholder that engages with the company on governance and strategic issues.

Apollo Global Management is a major private equity firm and alternative asset manager. Apollo's connection to ITV is more recent, particularly as Apollo is a significant shareholder in ITV and has been involved in speculation around ITV's strategy, particularly in terms of asset sales, corporate governance, and possible takeovers. Apollo has often been mentioned as a potential buyer of ITV Studios, ITV’s production arm, or as part of a broader takeover approach to the company.

2. Shared Interest in ITV’s Strategy:
The involvement of both Silchester and Apollo in ITV plc at various stages has led to shared strategic interests, especially concerning ITV’s operations, media assets, and long-term corporate strategy. This could create indirect connections or alignments between the two, particularly when it comes to ITV's:

Strategic direction (such as how ITV should handle its broadcasting vs. streaming transition),
Potential asset disposals, and Evaluations of whether ITV is undervalued or open to potential takeover bids.

3. Potential Synergies for Future Collaboration:
While Silchester and Apollo don’t have a formal partnership, the two could collaborate or have aligned interests if ITV were to undergo a strategic shift or takeover process. Apollo’s history with private equity and media investments (e.g., buying Time Warner’s UK assets or other media companies) could position them as a significant player in the event of ITV’s potential restructuring or acquisition. Silchester, being a large institutional shareholder, could play a key role in any shareholder votes or discussions on potential strategic changes to ITV’s structure.

4. Other Connections:
Beyond ITV, Silchester International Investors and Apollo Global Management have investments in various sectors, including media, telecommunications, and entertainment, which could lead to indirect overlaps in their portfolios. However, these are generally independent strategies, with Silchester focusing on equity investments and long-term value creation, while Apollo takes a more active role in private equity, restructuring, and buyouts.

Conclusion:
While there is no direct ownership or formal collaboration between Silchester and Apollo Global Management, both have significant interests in ITV plc and, as a result, might share common goals when it comes to ITV’s corporate strategy, future acquisitions, or restructurings. This shared interest in ITV's future could lead to indirect connections or aligned interests between the two firms, especially if ITV were to undergo significant changes, such as the sale of its production arm or a potential takeover.
Posted at 13/11/2024 14:22 by diku
Below from ITV hades thread...not allowed to post there...not sure why...



If the studios are worth xyz and the market is valuing the company abc...the company doesn't sell the asset during good times to realize shareholder value and reluctant to sell during tough times...that defeats the object of putting any value on assets at any given time...


BigEgoADVFN13 Nov '24 - 12:13 - 9490 of 9491
0 1 0
If ITV Studios is indeed worth £2.5bn / 3.8bn shares in issue that's worth 65p to investors, ie more than the current share price by itself - which indicates this price area for the whole ITV Group is not sustainable long term and represents a buying opportunity, IMHO.

I favour only a partial sale of ITV Studios - so floating it and retaining 51% of the shares - ie a controlling stake, gives t
Posted at 13/11/2024 14:13 by diku
Below from ITV hades thread...not allowed to post there...not sure why...

If the studios are worth xyz and the market is valuing the company abc...the company doesn't sell the asset during good times to realize shareholder value and reluctant to sell during tough times...that defeats the object of putting any value on assets at any given time...




BigEgoADVFN13 Nov '24 - 12:13 - 9490 of 9491
0 1 0
If ITV Studios is indeed worth £2.5bn / 3.8bn shares in issue that's worth 65p to investors, ie more than the current share price by itself - which indicates this price area for the whole ITV Group is not sustainable long term and represents a buying opportunity, IMHO.

I favour only a partial sale of ITV Studios - so floating it and retaining 51% of the shares - ie a controlling stake, gives the best of both worlds - a recognition of value today but still income in the future.
Posted at 12/11/2024 23:12 by wsb diamondhans
Justice you’re damn right!

To estimate the value of ITV Studios as a standalone company, we can look at several factors such as its revenue, earnings, and comparable market valuations of similar companies in the media and entertainment industry.

Revenue and Profitability: ITV Studios has been generating roughly £1.5 billion in annual revenue. It's important to also consider the company's profitability, but ITV Studios typically has a solid margin on its production operations. The production business tends to have higher margins than other parts of ITV plc, with the division likely producing EBIT (Earnings Before Interest and Taxes) margins in the range of 10-20%, depending on production scale and international distribution.

Comparable Multiples: To get a rough market valuation, we could apply a typical valuation multiple from comparable companies in the media and content production space. Content production companies are generally valued at 5 to 10 times their EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization), though this can vary depending on growth prospects, international reach, and brand strength.
For example, companies like Endemol Shine (now part of Banijay) and Lionsgate (which owns Starz and a portfolio of production assets) have historically been valued in this range.

If ITV Studios has an EBITDA of around £200–300 million, applying a conservative multiple of 8x EBITDA would result in a valuation in the range of £1.6 billion to £2.4 billion as a standalone company.

Strategic Value and Brand Strength: ITV Studios has a diverse portfolio, with high-profile franchises like Love Island, Coronation Street, I'm a Celebrity... Get Me Out of Here!, and a range of international distribution rights. This adds significant value because of the recurring nature of such content and its global appeal. A strong brand can warrant a premium on its valuation multiple.

Market Dynamics: Media production companies like ITV Studios benefit from an increasing demand for premium content across both traditional broadcasters and streaming platforms. This ongoing trend could push up ITV Studios' valuation, as its IP is highly sought after in global markets.

Estimated Standalone Value: Given ITV Studios' revenue, profitability, and strong content portfolio, a reasonable valuation as a standalone company would likely fall between £2 billion to £3 billion. This range accounts for both its stable revenue base and the premium content it produces, along with its position in the international market.
Posted at 10/11/2024 14:28 by toastyakatoansysmum
Good riddance!



ITV 2020....investing for the future - Post 20440 ITV Itv Plc stansmith1 04 Nov 2024 09:40
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ITV 2020....investing for the future - Post 20440 ITV Itv Plc stansmith1 04 Nov 2024 09:10
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ITV 2020....investing for the future - Post 20436 ITV Itv Plc stansmith1 04 Nov 2024 08:33
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ITV 2020....investing for the future - Post 20433 ITV Itv Plc stansmith1 04 Nov 2024 07:19
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ITV 2020....investing for the future - Post 20431 ITV Itv Plc stansmith1 03 Nov 2024 22:18
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ITV 2020....investing for the future - Post 20428 ITV Itv Plc stansmith1 03 Nov 2024 21:38
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ITV 2020....investing for the future - Post 20423 ITV Itv Plc stansmith1 03 Nov 2024 21:17
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ITV 2020....investing for the future - Post 20415 ITV Itv Plc stansmith1 03 Nov 2024 20:38
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Posted at 07/11/2024 09:17 by davius
II comment:


In investment terms, ITV remains a tough watch, weighed down by the endlessly deep pockets of some of its competitors in the streaming space, as well as still feeling the after-effects of the previous writers’ and actors’ strike in Hollywood.

Group revenue in the year to date has fallen by 8%, while total advertising revenue is expected to drop by between 6% and 7% in the final quarter, partly due to the strong comparative of the 2023 Rugby World Cup, although for the full-year growth of around 2.5% is expected.

For some considerable time, ITV has had the strategic challenge of lessening its reliance on advertising revenues, and the Studios and ITVX businesses are showing signs of picking up the slack over the longer term.

The Studios business has had a stream of quality content which it has been able to distribute both within the UK and overseas, most recent examples being the likes of Rivals for Disney+ and Ludwig for the BBC.

The group expects record earnings for the year as a whole and a margin of between 13% and 15% as efficiency gains kick in and a significant delivery schedule rolls out in the final quarter, continuing the creative and commercial momentum. In the meantime, however, revenues so far this year have fallen by 20% to £1.22 billion, with additional cost savings of £20 million providing scant solace.

The other area of potential growth is the ITVX unit, where digital advertising revenue has risen by 15% in the year to date and streaming hours by 14%, propelled by the popularity of the likes of Love Island and the Euros football tournament.

Elsewhere, net debt has reduced from £515 million at the end of June to £437 million at the end of September, while the £235 million share buyback programme, enabled by the previous sale of the BritBox stake, is ongoing. This has also enabled the continuation of a progressive dividend policy, where the current yield of 6.9% is punchy enough to attract the attention of income-seeking investors.

Despite the progress which is being made within ITVX and Studios, investors remain skittish on prospects, as evidenced by an initial share price reaction which reflects the broader and more obvious concerns around general advertising revenues. ITV has flitted in and out of the premier index over recent times, and although the shares have risen by 10% over the last year, as compared to a gain of 15% for the wider FTSE250, over the last three years a decline of 35% has been more telling. The market consensus of the shares as a cautious buy, however, perhaps offers some positive hope that the group can deliver its own strategic progress.
Posted at 25/10/2024 09:52 by jacko07
I agree it's a poor performance from ITV, the share price reflects what Fund Managers think of ITV. McCall has been a disaster as unhappy investors watch the share price drift lower by the day. Nobody ever knows what is going on, total lack of respect to shareholders.Buying today is like trying to catch a falling knife.
Posted at 21/10/2024 17:00 by slater5
Mattr...According to posts on LSE in the past, Radcliffe and McCall didn't always see eye to eye. I believe the team behind ITVx consisted of Radcliffe and an innovative team who got rid of ITV Hub and launched ITVx which has been a success up to date.

I am not privy to what went on after March 2022 but the City knew only too well McCall and RR didn't gel. On March 11th 2022 ITVx was announced sending the share price down 50% and it languishes in the doldrums today. On November 7th we will find out if there are any signs of recovery but I hate to think where ITV would be if Radcliffe and his team were not on the job.

Agree with those who want to see the back of Mccall, seems to me a lot of bright people are either leaving or have left the company!
Posted at 21/10/2024 08:42 by bigegoadvfn
Wow I really like this - YouTube has most of the eyeballs in the key young viewer market (16-34) - and ITV are smart to try and tap into this. Also the thing about naming it with key YouTube and ITV heritage suggests they are really serious about this.

Will reshare your post on ADVFN, thanks Win.




Source: Winstanley @ LSE ITV Chatroom :

"YouTube and beyond!



Here are the key takeaways from the news:

1. Launch of Zoo 55: ITV Studios has introduced Zoo 55, a new digital content label focused on platforms like YouTube.

- The name references both YouTube’s first video (2005) and ITV’s founding (1955).

2. Leadership Appointments:

- Martin Trickey, formerly at WarnerBros International TV Production, will lead Zoo 55 as Managing Director.

- Graham Haigh, ITV’s EVP Digital, will act as COO.

3. Massive YouTube Presence: ITV Studios reported 2 billion views across 140 of its YouTube channels, including *The Voice Global* and *Hell’s Kitchen*, in 2024.

4. Strategic Focus on Digital Platforms: The move aims to connect with mobile audiences and engage viewers across different channels beyond traditional TV.

5. Extended Deal with Seven Network: ITV Studios renewed its 25-year partnership with Australia’s Seven Network until 2029, including key content like 'The Crow Girl' and 'Line of Duty'.

6. Market Adaptation: Despite the slower TV production market, ITV sees momentum returning and is adjusting its strategies accordingly.

This initiative reflects ITV’s push to diversify into digital platforms and maintain relevance with changing audience habits."
Itv share price data is direct from the London Stock Exchange

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