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That isn’t how advertising is sold. It’s packaged. There are never any slots that are unfilled. Even ITV2 on launch had full breaks. They sell packages. 1 prime slot 20 out of prime and they used to throw in ITV2 and 3 for free. Or they sell the package on estimated views. IE in one month your ad will be seen x times and it will cost you x amount. I think from memory less than 1% of adverts were “spotted” ie exactly schedule for a certain time and placement in the break. Usually this was around big events for obvious reasons. ITV still is the number one place for advertising eyeballs. Sure it’s losing its numbers but it attracts enough people enough of the time to make the difference.
Exactly! If you are in the business you know that if you want eyeballs in your advertising ITV is still THE platform that performs. Their move to improve and expand ITVX will be seen long term as a smart move. This will be back up to 100.
Was hoping to absolutely load up under 60p we all know this is worth more. Recent article In FT or Times arguing that USA is currently overbrought and US funds looking to rotate to European bargains. ITV is one of them !!
Let's be honest !! Close at 155 would be a good day, BUT, this is on the right track, as people have said this was between 177 and 220 DURING the pandemic. There is no sigh of a hangover (aside from debt) end of the month, let's see 165!
International Airlines Group (IAG), the parent company of British Airways, Iberia, and Aer Lingus, has posted impressive Q1 2023 financial results, showing that the company is on track to recover from the effects of the pandemic. Despite ongoing Covid-19 restrictions, IAG's revenue has increased, and its debt has reduced significantly, reflecting successful liquidity management, cost control, and strategic planning. This news is expected to generate significant interest among investors, resulting in an upward spike in share prices for IAG.
The airline group's Q1 2023 revenue was €4.8 billion - a 70.5% decline compared to Q1 of 2019, but a 33% increase from the previous quarter. While the decline in revenue over the period since the pandemic took hold has been considerable, IAG's management has focused on driving revenue growth to create a sustainable business model. This strategy has resulted in increased revenue despite challenging market conditions. The company has also managed to reduce its net debt, which stands at €12.5 billion, highlighting IAG's commitment to maintaining financial stability.
IAG's operational efficiency has increased significantly, leading to improved performance in its operating costs, cash flow, and load factors. IAG's Q1 2023 operating loss was €1.2 billion, a reduction from €1.5 billion in Q4 2022. The group's cash flow from operations was €0.2 billion, up from minus €1.1 billion in the same period last year. This is a clear indication of the company's ability to weather the storm as it steers through the ongoing pandemic's uncertainty.
The reduced operating loss demonstrates that the airline group's target of strict cost control measures is working. IAG's management has identified the areas in which it can generate savings and has taken decisive action to reduce its operating costs. As a result, the group's net debt has decreased by €0.7 billion from the previous quarter, a remarkable achievement that puts IAG in a stronger position to compete.
Perhaps most impressive is the group's focus on sustainability. IAG aims to reduce its environmental impact substantially, and its investment in sustainable aviation fuels is a testament to this commitment. The group has also committed to sourcing at least 10% of its fuel from sustainable sources by 2030. This investment in sustainability is likely to attract investors, who will view the group as a socially responsible business.
IAG's upbeat Q1 2023 results are a testament to its resilient business model and solid strategy for navigating the pandemic's uncertainty. The airline group's liquidity and risk management have positioned it strongly for the upcoming summer season and beyond. With the anticipated easing of travel restrictions and the successful vaccine rollout, IAG is poised to take advantage of the expected demand for air travel in the coming months.
In conclusion, IAG's Q1 2023 results provide ample evidence that the airline has successfully adapted to the chall
International Consolidated Airlines Group (IAG) has reported a first-quarter operating profit of €9m ($10.6m), marking its first quarterly profit since Q1 2019 and reflecting strong customer demand across all its airlines. The profit exceeded expectations due to strong yield performance across the group and a lower fuel price. IAG has been focusing its capacity deployment on its core Latin America and North Atlantic markets, which are now back at pre-pandemic levels of capacity. The company has an encouraging outlook for the summer, with around 80% of expected Q2 revenues booked. IAG expects its full-year 2023 operating profit before exceptional items to be higher than the top end of its previous guidance of €1.8bn to €2.3bn.
Perhaps someone knows something 49 million volume today and a strong rise is a very good sign. Good luck all looks like we could well be out of the doldrums. Still absolutely gutted I didn’t buy more at 55 on Liz Truss disaster day.
Agree the studios are worth a lot and HAS to worth it to sell. I'd expect the share price to be double where we are now for a sale. OK, so you've sold, that means you no longer have the rights to your back catalogue and any money that would bring. You also lose the intellectual property, (although the last 20 years many indies kept the licensing to their programs, so would be interesting to see those figures).
You sell, rake in a tonne of cash, you then transform yourself into Channel 4, you outsource ALL your program slate and remove a load of overhead from the business, Chan4 makes it work, but they are worth a LOT less than ITV.
Hi all, have a stake here, so my two cents. Advertising on ITV and its family of channel is still big business, despite the naysayers on here, NOTHING gets more eyeballs than ITV. It still does a Million quid a day minimum in advertising. It's a healthy business just on that. OK, so to split up the company. It's not secret that CONTENT is KING right now, ITV hold the rights to many current and legacy properties that would amply fill out streamers back catalogue. The COST of selling the studios would mean licensing all that content BACK at a price, and giving up future royalties on that content. You could put a sale of the studios, like Justin Beiber selling his back catalogue for 200 million. Great short term, not great long term for a company that relies on content. Netflix or Prime are not going to want to deal with the broadcast side of ITV. Only another linear TV company would want to deal with the regulatory hurdles and achieve synergies with their existing infrastructure (It's why ITV was the only logical bidder for Chan4)
But I CAN see a path to a carve out, but it leaves a much diminished broadcaster. They would have to go the channel 4 route and ONLY commission (a net benefit to the UK Indy production sector) certainly that removes a huge amount of cost! Ugh I'm 50/50 on it.
Pandemic highs were around 220? We are heading there in short order, anyone who thinks we are not is crazy. Barring WW3, this is hitting 220 by spring. We've seen what could happen to airlines now if not a single plane could fly, to think this would go back to 100 NOW?? Come on. I know we ran up debt, but that will be paid in short order. Would love to see an EZY bid, They tried to set up a low-cost airline and failed, so why not just buy one. Simple.
The article in the Telegraph over the weekend wasn't too positive. I believe we will need to see a new catalyst for a further push up on this. I still think pandemic highs of 150 are possible, but anything past that is unrealistic given the rights issue and shares in circulation. GLA I'm out at 109, and I'll happily return under 95 for another run up. Cheers
Vodafone was probably too big of a juggernaut to turn around. Some excellent points made below re extracting value. The most likely, as pointed out, is a sale of Franky and Benny's, and a rebranding of Chiquito to take it up more up market. Sale of leases on underperforming sites and a greater expansion via franchising overseas. We are not going to see seven quid here again, but a pound (If the recession isn't too hard) could be achievable by year-end. I'm in for 5K (not life changing, but this is the most risky share in my portfolio) at 35 after The Sunday Times article. Good luck all.
No doubt, THG can be a viable going concern, but would be shocked if we see this over a quid ever again. Direct to consumer companies did well during the pandemic, but the cost of customer acquisition means they will always struggle to continue to scale. THG will end up like GoPro in the states, shot up like a firework, provides a service and product people love but the share price never achieves the previous highs. Investors now recognise that the huge growth promised won't materialise. I'd say either Goulding takes it private or we see this shrink down to a core business and a price in the teens.
Well done to those who picked up more at 55, I had a buy order in and bottled in during last weeks panic and moved it down to 45. Perhaps someone smarter than me can check the volumes for the last couple of days see if anyone in particular has accumulated at these bargain prices. Perhaps the bottom is in !!! if they can continue the divi this is a bargain at these levels in a biz that will always print cash. Linear TV isn't going anywhere and ITV+ will be a hit in these times.