Member Info for 5eightsaccount

My goodness me, I have now bought back all my stock which I sold in July 2015 at an average price of 272p after building up a nice holding from 2007/08.

A 76% discount from where we are now at this afternoon, unbelievable !

But if the market wants to call them down, that's fine by me.

P.s Anyone seen Capital's shares ??

With regards to Ms. Bea Hegedus like some of the drama production staff that left ITV a few years back she will also capitalise on her knowledge and contacts within ITV and no doubt another US tie up will come to fruition in the near future.

It will be yet another string to add to ITV.

Yet more good news just out this morning coming from over the pond :-

https://variety.com/2020/tv/global/vice-studios-bea-hegedus-global-distribution-itv-studios-1234716966/

Market is trying its best to to tempt the weak holders into selling this morning, fine by me just picked up another lot at 60p, can't believe it but hey if the market wants to keep calling them down, I'll keep picking them up, simples !

Nice volume as well this morning which is also unusual for ITV shares but after that trade late Friday I think we all knew that the market shenanigans will be in full force this morning and still no RNS with regards to those holdings which were 'exchanged' last week.

And with Britbox now being talked about in many circles as opposed to being sla**ed off for the last year or so, could this be the catalyst that has suddenly made everyone stand up and notice ITV.

Here's another news article issued this morning with Britbox looking to expand into further territories:-

https://deadline.com/2020/07/bbc-itv-streamer-britbox-to-expand-25-countries-1202995604/

No dramas here.

It will be a very interesting opening tomorrow morning that's for sure. I'm ready to top up again if the market wants to call the stock down again but I have the feeling that I won't be the only buyer first thing !!

For those whom are new to ITV, its worth having a quick read of this article. Its yet another reason why there has so much interest in ITV shares of late as the battle for content heats up and households look to economise and will start to ditch expensive TV packages come the Autumn.

https://www.independent.co.uk/arts-entertainment/tv/news/britbox-netflix-itv-bbc-british-shows-removed-a9193756.html

Happens every weekend clockwork !

All time highs hit last week and looking for consolidation at these levels before our next leg up.

No dramas here team !

On face value, it appears all was very quiet this week as I mentioned but after yesterdays huge late reported trade it confirmed exactly what I have been saying all week that something was afoot, especially with the increased daily volume in the stock for the last few weeks now.

Again no RNS with with regards to the new holding by Capital if they still have a holding that is and some websites no longer list Liberty as a major shareholder as I mentioned.

I looked through my old notes (I've been dealing in ITV shares since the 2008/09 days when I first bought in at 26p) and I wonder if its not Liberty then maybe Goldmans on behalf of another Blue chip client, say Google, Amazon etc. are conducting a similar operation as they did back in September 2014 (see below). Hence the 'cloak and dagger' secrecy of trade reporting this week and that late Friday trade before a lot of people sign off work for their annual holidays.

Whilst it may not be Liberty this time round I think you'll get the flavour of what's to come this week :-

https://invezz.com/news/2014/09/01/itv-share-price-liberty-global-seeks-support-for-potential-takeover/

With due respect Beard, whatever happens to the shares in the morning is really of little importance. Its the afternoon shift you should concentrate upon once the Americans walk into the office courtesy of GS.

GS have been pulling the strings here since Liberty bought their stake from BskyB back in July 2014 and have a hedging collar trade in place since July 2017 and have played the stock like a fiddle since.

Explains all the buying yesterday, now just bring on the Gold !!!

https://www.thormining.com/sites/thormining/media/pdf/ASX-Announcements/20200724-asx-kapunda-update.pdf

Here's some news for you from last night. No surprises to see whom has been mopping up ITV ADRs over the the pond :-

https://money.cnn.com/quote/shareholders/shareholders.html?symb=ITVPY&subView=institutional

Its good enough for me, just helped myself to a few more and now averaging at around 67p.

The plot thickens, I've searched around this morning for another copy of the latest shareholder information on ITV. Take a look at this and scroll down towards the bottom to see the latest updates on major shareholders in the company, you will see Capital but now with a holding of only 64m shares but guess who's missing from the list :-

https://markets.ft.com/data/equities/tearsheet/profile?s=ITV:LSE

And forgot to add, still no RNS from Capital with regards to their disposal of their remaining stake in ITV.

Hi mate, yes it does because whomever successfully buys ITV the deal will become earnings enhancing from day one and lets not forget that next year will see ITV deliver bumper profits and revenue from all the postponed events from this year carried forward to next year.

The Liberty options trade is a way of increasing exposure to the upside of Liberty shares with minimal outlay (payment is on margin) and obviously there is someone out there that is thinking along these sort of lines, hmmmmm I wonder whom that could be??

Markets up ?
Bitcoin Up ?
Gold up ?

And Greatland Gold through the roof !!!!!!!!!!!!!

(ramping, me ? Damn right !)

Here's the 'money shot' as it were :-

https://www.newcrest.com/sites/default/files/2020-07/200723_Newcrest%20June%202020%20Quarterly%20Report%20-%20Exploration.pdf

The RNS from Gervais in the morning will be a bit lively that's for sure !!

:))

Some heavy dealings in Liberty International via the options market over there in the US. It may be just a coincidence :-

https://zolmax.com/investing/liberty-global-sees-unusually-large-options-volume-nasdaqlbtya/4490228.html

I'm with you there Porkys, especially after seeing the news tonight with Trump ordering the shutdown of the Chinese consulate in Houston.

This anti-China rhetoric will only see China dump the US dollar big time and thus increase the demand for Gold as we are starting to witness now and I very much doubt if Newcrest want to sit it out any longer as it will cost them big time !

Roll on tonight !