Stv Share Discussion Threads

[davydoo] 13/2/2013 09:50

many fund managers have a £50m mkt cap limit for investments, STVG is about to breach that.

[davydoo] 13/2/2013 09:45

che7win i agree, i have 180p as my initial target, partly because thats the price it hit intraday about 18 months ago, and nothing has significantly changed since then, debt reduction is continuing

[che7win] 13/2/2013 09:29

The funny thing is that we're totally under the radar, just imagine if buyers turned up in volume.

Two broker targets I know of - Numis target 164p, Peel Hunt 216p, I think somewhere in between the two is probably fair price.

[che7win] 13/2/2013 09:25

MMs playing games, spread widened but the offer price is up, 129p to buy now.

[philjeans] 12/2/2013 14:00

Yes - and it doesn't take very large volumes either.

Price is very sensitive to BUYS currently - little free stock around it seems.

[daz] 12/2/2013 13:21

The previous resistance at 120p, going back to Apr 2012 has been taken out now, looks very likely to go on a decent run ahead of results.

[red army] 12/2/2013 12:50

150p next target

[che7win] 12/2/2013 10:38

UTV well up today.

[che7win] 11/2/2013 14:08

Looks poised to move, the buyers are coming in ahead of results, looks like some don't want to miss the boat.

[philjeans] 11/2/2013 13:52

Hope you're right - just topped up with another 4k.

Very undervalued if the figures come in on track.

[che7win] 05/2/2013 15:18

To me it looks like there is a buyer around.

Lots of selling being absorbed as it was at 100p, there must be a buyer in the background. When the selling dries up, should rise further. I have no problem getting quotes for selling stock well above NMS.

Two brokers, house broker with 216p target and Numis with a recent upgrade from 140p to 164p.

Two weeks to results, I expect good diversification revenues from their production side, a £7m reduction in debt and possibly upgrades in their outlook.

UTV and ITV performing strongly, advertising last month boosted by revenue moving to ITV from Channel 4.

Pension is the unknown.

P/E less than 2, once the selling dries up the price should lift higher as someone is buying IMHO.

Takeover potential remains IMHO, ITV has strong paper right now.

[che7win] 04/2/2013 20:43

Results out 20th.

[che7win] 02/2/2013 11:03

2012 2013
Broker Date Rec Pre-tax(£) EPSGBX) DPS Pre-tax£) EPS DPS
Peel Hunt 01-02-13 BUY 15.25 36.00 17.11 38.03 -

[che7win] 23/1/2013 15:03

Numis new price target, from 140p to 164p.

21 Jan 13 STV Group PLC Numis Buy 119.50 - 164.00

[che7win] 18/1/2013 08:47

ITV and UTV have rerated, I expect STVG to catch up - deserves to be at 140p+ at this stage IMHO.

Results next month so should see some excitement.

[che7win] 14/1/2013 11:48

Analysis by fingers on chart:

[che7win] 12/1/2013 21:48

Should be a nice read across for us:

ITV was in the spotlight with analysts suggesting January advertising would be better than expected, helped by a dispute between media buyer Group M - part of WPP - and rival Channel 4. The row saw some business moving from Channel 4 to ITV, and Liberum Capital was still positive on ITV even as the disagreement was settled. Analyst Ian Whittaker said:

If you see any weakness [in ITV shares] on the news, we would use this as an opportunity to buy. January underlying trading actually looks stronger than what media buyers were thinking it would be a month back (likely to be 3%-5% up for ITV Family in January) and the spate of retail results (Tesco's doing well, Morrison's and Marks doing badly over Xmas) is likely to act as a catalyst for retail and supermarket ad spending, which is the biggest category for ITV.

[che7win] 11/1/2013 18:48

STVG won the two local TV licenses:

[che7win] 10/1/2013 16:51

Buyer buying in 10k lots last two days.

[norbert colon] 09/1/2013 10:25

Guys. Remember that whilst EPS growth over next 1-2 years is likely to be relatively flat although 40p pencilled in for 2014 (Digital Look), we are currenty only on a PE of 3.6 at current share price I am happy to have bought in at prices as low as 78p last year and am happy to sit tight at average of 93p.

[stanmore2] 08/1/2013 12:38

Track it versus ITV and you can see the potential

[che7win] 08/1/2013 11:01

Another 3x 5000 AT trades, all done at the same time.

Someone is eager to accumulate here, I wonder what's up.

[philjeans] 08/1/2013 08:06

And before; and he's back again this morning..........

[che7win] 07/1/2013 16:59

A lot of 5000 buys starting Friday.