Member Info for bald_eagle

The ramping - analyst recommendations(!) - I was thinking about happened in August last year just prior to the half-year results....an excellent selling opportunity as it turned out. But I guess part of that was Truss induced car crashonomics (it was almost ineviatable she was gonna messup bigtime).

Buying before the results next week. Perhaps someone knows something we don't. Although I suspect it's a well rehe****d pattern.
Last year there was 'almost' a concerted effort to ramp the SP. Not sure if it as clear cut this year.

A smart business suit doesn't make you a smart business person....quite the opposite to me, a slick suit rings alarm bells. Better they wear a baseball cap & talk sense IMO.

I wonder if the speech at the beginning of the week from Rishi promoting Northern Ireland as the best place in the world to run a business from really helps UK companies get investment. Rather highlights the fact that the rest of the UK is going to struggle with our post Brexit arrangements (unless they are renegotiated on similar terms to NI). Obviously the 'answer' is for everyone to move to NI....it's gonna be a squeeze but I think we can do it!

Looks like someone forgot to put ex-div date into yesterdays report. I blame Dame Carol!

Nige, thanks for the post. Good sound logic. You timed it right. Sounds like you spotted an opportunity to change ship and it has worked out very well. Takes a lot of guts to do that. Glad it has gone to plan.
Sir Martin has a big ego (no harm in that probably) who pays himself handsomely (again no harm if he delivers). Buying at SFOR peak and seeing it drop to circa 120p would have been a shock though. But you wisely spotted the opportunity and grabbed it with both hands.

Nige, you seem to have gotton the SFOR bug in July 2022 - your Damascus moment. What made you become a SFOR advocate?....were you watching them before their trading update that caused the SP crash (a very similar to ITV's crash imo).
Nothing better than having skin in the game to make one positive on a share. Probably explains why some people flip flop from positive to negative on the press of a button between buyer & seller (which is what Tom is being accused of....if I understand things correctly).
Not having a go really, just interested in investor psychology.
NB. Personally I always buy at the trough & sell at the peak....funny that!!

Hard to know what COA are really worth. They seem to be on an upward trajectory. A solid investment indeed.

"But compared to other companies that pay better dividends, the ITV share price isn’t that cheap."
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I was thinking 'exactly' the same thing....for different reasons. ITV is now a 'penny' stock and a prime target for day traders, so to some extent ITV are buffeted by the whims of the day trading community. Fair play to them but it does muddy the waters for people who are looking years, decades(!), centuries(!!) into the future.
Sometimes it may be better to sit back with a cup of Darjeeling and look for a bigger picture....I might order some Scottish smoked salmon for lunch next week!

I expect long term investors look into the future. Day traders probably have a shorter timeframe reference....what's for lunch?!

"So dissappointed."
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Leapfrog, it would be interesting to know what you were expecting. Why so disappointed?

"....one headline screaming "ITV profits down 12%"."
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Screaming headlines aren't a sensible way to get financial advice. The profit was bound to be impacted by the investment in the launch of ITVX. Bigger picture IMO is that groundwork has been set for profitable & growing future.
Any serious investor isn't going to be influenced by 'screaming' headlines.....not that I'm particulalry serious!

I think the results will be well received. The tone of the report is very positive....although the devil is often in the detail. I cannot see any negatives outweighing the positives at the moment. SP should get a good boost I would have thought. Even the dividend is 'sensible'.....allowing them to invest in the business & the future.

" Make ITV 4 the sports channel and stick it on there, as per the racing, rather than just peeing people off."
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Great idea. I shall mention it to Dame Carolyn when we next meet up for lunch....obviously I shall take all the credit for the idea!

Hopefully we can stay above 90p. But everything depends on the results I would have thought. Good, bad, indifferent....it is difficult to see why we are on the wrong side of 100p. Hopefully the market will realise that too.

Was expecting a q4 production update at the beginning of Feb. For some reason they haven't bothered this year. Perhaps they are busy burying skeletons in the deepest part of the mine in prep for the new auditor. Fingers crossed some positive news soon.

"It's actually syngas...."
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It isn't a sin to use gas. It is cleaner than a lot of fossil fuels whilst we transition to renewable energy.

"What is clear is that McCall ,...., is not up to the job...."
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Not clear at all to me. ITVX has been launched with some success (according to some posters on here). If she can show that progress is being made and has a clear vision for the next few years then I'm sure it would be well received.
I believe ITV needed shaking up a bit. Hopefully it will begin to bear fruit.

Yes, perhaps I'm too pessimistic. I'm sure nobody would dream of doing such a thing!
People are so honest & above board in business nowadays!

It's a method of gaming the system I reckon. They buy some shares in an undervalued company. Make a lowball 'offer' that gets rejected, the 'offer' gets leaked (somehow!). Sp increases 20-30%. If another buyer gets flushed out they cash in for a huge gain. Regardless they pocket 20-30% on the shares they bought. Easy money!....and perfectly legal.