Stv Share Discussion Threads

[mellodaniel] 18/6/2025 10:53:47

Rufus Radcliffe (CEO) and Lindsay Dixon (CFOO) of STV will be joining us for a presentation on our next Mello Monday show at 5:30pm 23rd June

The full line up is as follows (subject to change):

5:00pm Keynote Speaker
5:30pm Company Presentation from STV (LON:STVG)
6:10pm Company Presentation from Theracryf (LON:TCF)
6:50pm BASH (Buy, Avoid, Sell, Hold) Panel

These are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.

Tickets are still available; for half price tickets enter the code MMTADVFN50.


If you are an STVG shareholder, use code MMSHComp25 for a free ticket.

[thebd11] 10/6/2025 16:14:39

ATM I can't see it on ResearchTree so think it's just for Singers clients. Headlines are: "We view STV as a tightly managed, entrepreneurial business with a track record of successful execution, a strong offering to viewers and advertisers and a clear growth strategy. We believe that its equity valuation significantly underestimates its underlying strengths, EPS growthpotential, dividend outlook, the prospect of a step change in cash generation and the strategic value of its fast-growing content production business. Our 268p target price suggests a 57% 12-month TSR and significant potential for its stock to outperform. BUY " "We believe STV's stock valuation and share price performance falls significantly short of reflecting its positive characteristics, financial outlook, track record of delivering strategically and operationally, controlling costs, and proactively offsetting economic headwinds. We also calculate that, based on its medium-term profit potential, the value of STV Studios could reasonably exceed the current market cap of the whole group. Specifically, our 268p target price suggests c.50% upside potential (57% TSR). We therefore initiate research coverage with a BUY recommendation"

[rolo7] 10/6/2025 11:46:17

Any link to the report upgrade?

[thebd11] 10/6/2025 09:50:17

Good to see this picking up some institutional interest, with Singers initiating research coverage yesterday, target price 268p. They are also running some meetings soon with management and I believe it's a "top pick" of sorts for their TMT analyst team so fingers crossed that gets some momentum moving!

[absolvesilver] 30/5/2025 11:10:14

STV has won £12m of Studios business over the last 6 months. Not clear on that basis how £100m annual revenue run-rate sustainable, whatever happens in 2025. Happy to be persuaded otherwise, but best to base it on real numbers.

[cfro] 28/5/2025 16:01:49

Harwood over 5.5%..

That explains the large trades from last week..

[cfro] 26/5/2025 12:05:53

Yes the CMD presentation is well recommended watching for shareholders that intend to hold their shares for more than five minutes. However at 2hrs 18m it does take some sitting through but there is so much in there that needs taking in you can always watch it in bite-sized bits.

The new CEO is highly experienced and appears to really know what he wants out of the company and where he wants to take it. They have such a magnificant team with key players including David Mortimer, Bobby Hain and Tuesdays Child's Karen Smith. They are very lucky to have them..

[pdosullivan] 24/5/2025 14:40:56

The Sparklive platform is a bit unwieldy but the STV CMD is well worth watching back. The Studios business is very promising - the lady from Tuesdays Child gave a barnstorming presentation. The radio start up is not without risks but these are contained - a 500k investment for a business they hope to make 2m of profit in 2030. The other highlight for me is the combination of AI advertising technology with customer data from STV Player to allow hyper targeted advertising eg having a restaurant in a small town pitch to everyone from that town who is watching on Player.

[11023154] 24/5/2025 09:14:19

Yeah, he's flogging books, he bought 2,000 shares worth, literally a few grands worth of the stock. He will dump it in a few weeks if it doesn't go his way

[2bluelynn] 23/5/2025 17:00:06

Two big buys 1 x 520k and 1x 350k

[cfro] 22/5/2025 18:09:06

These gambling trader punters make you laugh, always after the quick buck, but they won't find that here. There is a bit more work to do before this turns round proper imo..

And of course we get a nice dividend payout next Friday but those idoit traders who bought today don't lol..

[bedford1976] 21/5/2025 19:15:56

To reach the studios targets as stated in the capital markets day it looks like we really need to merge with Zinc Media. The new radio business could add alot of value to STV. Happy to hold here looks like the business is on the right course.

[absolvesilver] 21/5/2025 14:11:00

Studios order book down more than a third in less than a year. Ad market down 10% in H1. Business in no position to fund costly frolic into yet another new area. Does no-one remember what happened in local TV or the lottery?

[cfro] 21/5/2025 09:35:16

So we will have a new scottish radio station, very exciting. The new CEO thinking outside the box and pushing the boundries..

Sounds like a very credible new strategy and going for growth with the studios division.

The CEo putting his money where his mouth is too with a large share purchase..

[pj84] 17/4/2025 18:46:30

Most of today's fall due to going XDiv today.

[absolvesilver] 16/4/2025 17:15:45

Back to where it was pre Trump tariffs, which is something.

[pj84] 04/4/2025 20:32:30

Oh well it's closer to the bottom and the yield is rising but with the havoc being caused by Trump's tariffs who knows where it will end!