Member Info for bald_eagle

Deep Matter (DMTR) plan to de-list from AIM..."This view has been supported to date by major shareholders."

A very painful period (3rd March 2022). The confusion was universal (after reading a few posts from the day).....some even blamed it on Russian investors dumping stock. As usual the range of views was unlimited. Just prior to the collapse some were saying 170p was on the cards (because of the excellent results), during the fall another suggested 50p was coming.....the latter was closer but many months later (although they also advised buying US growth stocks!!)
Turns out it was an unexpected re-rating, followed by a steady decline. Hopefully 50p (ish) was the bottom and a steady rise from now on.

SD235, filtered & reported.
I didn't know the paras made such delicate people.

According to Hargreaves Lansdown the interim divi is 1.7p per share.

"Working class myself but I did bit albeit drink out to help out!!"
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Another champagne socialist!...if you cannot beat them then join them, I say.
I'm not even sure the concept of 'working class' is even valid any more. Went the way of the dodo. Train drivers earning as much as doctors.

"ITV Interim Div payable next week on 28th....."
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Obviously it went ex-div some time ago (20th Oct), so anyone buying after that date won't be getting the dividend next week.

I doubt the market will get very excited until the numbers start coming in. There are bound to be a lot of people who try it, especially the free version. But will it have something extra to make them stay?
But at least ITV is moving into the digital age in a positive way.

"Didn't even have to login on iPhone it just worked...."
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That seems a bit odd. That is presumably the whole point about streaming. They will want to know who is getting the content to make the viewing data much more valuable & targetted for advertisers.

Curleykev, I agree that it would be better if some of the directors purchased shares with their 'hard earned' cash instead of just banking free shares. But I would probably do the same if I were in their position.
The next best thing is share buybacks....and it doesn't cost them a penny.
It looks like we are now waiting for Ofer to perform his magic on Amobee, but I think it might not be as easy this time. On the 'snakes & ladders' boardgame that is TRMR we have found ourselves back towards the start again!

It was such a small amount almost hardly warranted an RNS. Now, if had offloaded 500,000 shares I would have smelt a rat.

"Taxation is theft."
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What an absurd comment, what an absurd philosophy.
When old people become a burden I suppose we take them into the forest & leave them to the wild beasties....just like the good old days!!
And France wants to invade us but we 'unfortunately' don't have an army to protect us from the garlic munchers!!
We all have to pay our fair share else society collapses....but it has to be fair.
Plus the tax money has to be spent wisely, no frippery....Brexit festivals & 'Eat out to help out' for the middle classes are 'obviously' OK though!!

"Up until the pandemic Moneyweek was pushing investments into Russia..."
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Isn't the source of the 'share tip' - to avoid ITV @79p - actually 'The Times' newspaper?

Trupcard, a 10% stake in a company - although large - does not give one control of the company. You mentioned in an earlier email they don't even have a seat on the board. What are you trying to say?
BTW I did say that Liberty probably took their position for strategic reasons. But you have suggested they have made significant monetary gains, which I find doubtful. At the moment I suspect they are heavily in the red (which is never a nice feeling no matter who you are!!)

"Market is hugely underestimating the boost in ad revenue and viewing numbers ITV will get from the World Cup."
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I expect the market have already factored in the boost to revenues of the world cup, after all it is only a short event and only every 4 years. If only they could make it bi-annual!!
Also ITV isn't the only broadcaster covering the football....hopefully they have a good package that will attract a significant % of viewers but they don't have a monopoly.
Best case scenario is that everyone switches to ITV football coverage AND England do well, perhaps even get to the final.
But slightly odd that ITVX isn't going live until 8th Dec, after people have settled into their world cup viewing habits.

"THEY MADE MILLIONS IN SPECIAL DIV PAYMENTS AND SHORTING"
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Ouch!!....no need to shout.
So Liberty made millions through special dividends just like other investors. And they alledgedly made some money loaning their stock to shorters.
Did they actually loan their shares to shorters?....what are the returns when you do loan stock to shorters, I doubt it is more than 10%?
So effectively they have made 'millions' through special dividends & 'shorting' but they have 'lost' 10's of millions through the fall in the SP (albeit it would be a paper loss).
What's your point?
I suspect Liberty didn't necessarily initially 'invest' in ITV because they thought the SP would take off but as a strategic investment. It turns out to have been a really poor place to store their excess cash (don't we all know). So it would hardly surprise me if they 'pocketed' their dividends (as they are entitled to do) and possibly even loaned out their shares for a few % to try to maximise their investment. Nothing illegal in that. Some might even call it sensible....even though the shorters destroy the value of the underlying investment!!
Liberty have also been surprisingly quiet about the future of ITV, they haven't been using their shareholding clout (as far as I know) to shape where the company is heading. But perhaps they are now secretly behind the current 'talk' on the studio business....I don't know.

Went to a Cosy club - suggested by my niece - and it was a terrible experience. The service was terrible, waited ages for drinks and could see them waiting on the bar. Awful and wasn't cheap....my niece felt sorry for the trainee waiter and so I was obliged to leave him a tip he didn't deserve. Terrible. Never ever going back....not even if my niece pleads with me.
Hopefully their new 'Little Chef' (LC) mark 2 - another roadside attraction!! - will find a market. I tried the Heston Blumenthal revamped menu on the A303 LC many years ago, was quite good (shame they didn't pursue it)
Loungers not for me based on the Cosy Club experience. Good luck to investors

"Liberty are playing a long game and have done very well out of ITV have 10% no seat on the board and can short loan out whatever whenever they like...."
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Trupcard, I don't really understand how Liberty have 'done very well' from their investment in ITV. They must have an average above 100p. Please give a bit more detail.

Just reading the AJB share mag from 3rd Nov and an article on "sell off victims....some firms are unfairly sold off"
A long list of companies with 'EPS 5 year CAGR (%)' >10% and 'PE versus 5 year average' < -30% (derated by over 30%).....and surprise, surprise TRMR was top of the heap.

Not sure this necessarily means TRMR is a 'bargain'....after recent news I suspect NOT.

I suspect the theme of the article was to attempt to find companies that have been unfairly punished by market/sector sentiment. I'm not sure TRMR fits in that category.

I always thought LGEN was 'worth' 260p (a pure guesstimate on my part). If I could buy below that figure then I was fairly sure it would return to 260p and I would gain. However....the new solvency 2 rules may cause the market to move the dial upwards for LGEN and I might have to revise my 260p guesstimate higher.
I suppose only consistent results & proven profits will cause a long term re-rating. But positive news for investors.

"If the re-hash of an 80s Australian soap is the vision of Amazon - then why are some people placing them as the favourites in the race?
No contest - we’ll do better."
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I'm not even sure we are in the same race. The 'others' are about world domination, ITV is about survival.