The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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£100M market cap is peanuts.
Netflix now giving STV some work.
It's pocket change for the likes of Netflix and ITV to grab STV
ITV have leap frogged us post results, helped by big share buy back. So STV share price flat over 1m , ITV +15%. The appalling lack of institutional interest in UK SMEs is a disaster for a vibrant economy, and this is a case in point. It's no bloody wonder that overseas players and PE can't believe their luck, even with interest rates back to 'normal ' levels after the grotesque distortions of central bank QE.
Am starting to lose track of the number of UK companies getting taken/bid for at bargain basement prices -here's list off top of head: (2023)RPS, Biffa, Devro, Curtis Banks..and last 6 months..Hotel Chocolat, Direct Line, Currys, Mattioli Woods, Virgin Money, Wincanton, and others I cant quite recall, . Jeremy Hunt's tinkering isnt going to make an iota of difference ; much firmer action required frankly and the idea that UK is an enterprise economy continues to be a sick joke.
Strong set of results but clearly linear advertising still holding them back. All the metrics look promising and whiff of return of tv advertising with Q1 24 being ahead. Digital performance impressive & studios business firing on all cylinders with more to come. Share price reaction disappointing: reflects imo (1) headline profit fall which was already well flagged and (2) Simon Pitts leaving but it’s a long handover ( I wonder where he’s going …..hmmm) and the business he leaves behind has all the building blocks in place and we’ll set for sustained growth…Analysts presentation at 12 noon may spark some interest. Remains very vulnerable to a bid as market has stubbornly refused to give Pitts any credit for the overhaul he has wrought and small cap so out of fashion
...partly explains why sp in doldrums: constant drip, drip of sales as Ameriprise Financial, Inc. reduced their stake from just under 10% to s/holding on Fri of 4.3%.....lets hope that the results tomorrow give some cause for optimism, and that with teh overhang behind us the share price will start to finally get going
Redbird IMI has just bought it for £1,15bn! Suspect analysts will be revisiting their valuation on STV ....and about time too
Fair value suggests 300p+
Hi all, I have bought shares in STV today. In this blog I set out the reasons why I have added it to my portfolio. As ever, DYOR, and feedback is always welcome. https://tbifund.wordpress.com/2022/04/19/stv-stvg-ln-youve-got-to-see-this/
Great results.
What about STVG taken over CH4.
Would think this will be a very interesting webinar due to the success of 'lock down TV '
https://www.sharesmagazine.co.uk/events/event/shares-investor-webinar-150921
Anybody received the dividend due on 28/05/21 ?
Some large trades this morning.
6p dividend
Thought there would be a bit more interest here with figures out tomorrow.
If ITV have good update would expect STVG also to be good.
Good update today ,
Interims on 1st buy rating of 3 analysts with average target price of 413.50. GLA lets hope for a good a happy Tuesday.
Todays RNS
Thu, 11th Jun 2020 10:50
RNS Number : 6847P
STV Group PLC
11 June 2020
STV Player to launch UK-wide on Virgin Media
New deal opens up new homes for STV's fast growing streaming service
Scottish broadcaster, STV, has agreed a deal with Virgin Media which will enable its TV customers across the UK to watch Scotland's leading commercial Video On Demand service, the STV Player, via their Set Top Box (STB) this summer.
The STV Player app and catch-up service was integrated into Virgin Media's STBs for viewers in Scotland in December 2018. This new deal ensures that STV content can now be accessed throughout the UK, considerably extending the reach of the Player.
The partnership is a key part of the broadcaster's strategy to significantly increase the market for its rapidly growing digital streaming platform. Constantly refreshed, quality content and an enhanced user experience has helped accelerate digital growth for STV, with revenues up 60% over the past two years and, already in 2020, digital viewing on the Player up 70%.
Virgin Media is the third connected TV platform the Player is automatically installed on outside of Scotland. Due to licensing agreements, STV can only broadcast its Channel 3 Network schedule in its broadcast regions in Scotland. However, over the last 18 months STV has been building up a rich catalogue of UK-wide licensed content on the STV Player and this, alongside a range of STV's own productions, is now available across the rest of the UK on Virgin, YouView and Freesat - with more platforms to follow.
This summer, Virgin Media viewers in England, Wales and Northern Ireland will be able to access more than 1500 hours of content from STV, including high quality drama series, true crime, children's programming and over 50 box sets, for free. This STV Player-exclusive content is increasingly popular amongst viewers and now constitutes 25% of streams.
Richard Williams, STV's Managing Director, Digital, said: "We're delighted to be working closely with Virgin Media in bringing our ever-increasing Player content offering to more households across the UK. We see significant scope for future digital growth from both our core audience and new audiences, and partnerships such as these are key to delivering such progress."
David Bouchier, Chief Digital Entertainment Officer at Virgin Media, said: "STV has a diverse range of programming so it's great news that all of our customers across the UK can now access its content."
Upon launch, the STV Player app will be available on compatible Virgin Media STBs, as well as Youview and Freesat boxes. It is also available UK-wide via download from app stores on web, iOS and Android smartphones and tablets, Kindle tablets, Apple TV, Samsung, Fire TV and Roku, Now TV and via Chromecast. STV Player is available in Scotland on Sky.
I have been watching this share over the last few months following the March collapse looking for shares to buy for a quick recovery, and bought into several ftse 100 stocks including ITV having initially considered STV but decided that the potential for ITV was a better bet for 2 main reasons the first being at had fallen much more than STV had and secondly ITV being a much bigger stock and more actively traded I expected it to recover first as it seems to have done.
I think now they are showing pretty much the same level of loss from the beginning of January when there was lots of positives regarding STV in the press I thinks its likely to move up in price so have sold a third of my ITV holding to invest here, once it starts moving I will top up but I really do think now is the day to get back onboard....DYOR.
A boring share for most people, but decent numbers, decent divi when it comes back.. digital side showing great growth, streaming numbers up (and will be more so since lockdown).. this will be back above £3.50 this year
a share apparently
Ready for the buy out from ITV.
+ a divi of at least fourteen pence due in the spring, would think ITV would want to keep that,so a takeover imminent!!!
Twelve pence divi due and maybe a special to go with it four pound is calling
About sixty pence in the next two years what a bargain.around eight percent yield per annum. Get in 💰🤑
Moving North
Look like buys to me