Member Info for BaysilHope

ITV Archive value uplift?? - Where's Netflix???, where's Amazon?? FFS ITV Sub £4bn Mkt Cap smashing those monkees into the dust baby - This is the truth not Trump BS HNY...

WOW 4.1bn viewers ffs and derampers are afoot - 4.1bn FFS End

ITV TU Nov will be fecking wild - can't wait ITV studios world class - mega profit sold worldwide - even North Korea- pay buy view HNY

4.1bn FFS half the planet ITV productions --- The Queen's funeral is taking place today (September 19) and it is anticipated to be "the biggest live TV event in history," with 4.1 billion people predicted to watch the occasion. The audience aggregator Overnights.tv has estimated that the day of the Queen’s death already tops the charts for total reach, with 33 million viewers tuning into the BBC and major channels carrying news between midday and 2am.

Added some today but will wait until next week rides out, Fed rate hike Wed, BOE Thurs, expect US to challenge June 22 lows 3600'ish when FT100 hit 7000 - with PMI's on Fri - following Fedex. GLA

Weekly challenge - knew this would end up lower, with US CPI data mid-week and poor global data. Huge UT - should be some TR1's next week, could be interesting. GLA

We all remember July 6th when HBR was forced down to £2.98 in order to facilitate a tax free transfer of EIG 16% stakes, Well selling part of the holding for £4.90 ish is a +60% return (plus divi) gives free cash to fund Repsol purchase and leave a balance of HBR shares at little cost. IMO

- Quote Spain's Repsol in talks to sell 25% of oil and gas unit to EIG, The U.S. fund is seeking to purchase up to 25% of Repsol's so-called upstream business, the sources said, in a deal that would give the Spanish group cash for its plans to build clean energy capacity such as solar plants and wind farms. Repsols Rencong drill results close to Timpan due next 2 weeks I believe 66 days past 18th July spud. GLA Keep selling boys I'm now increasing sub £4.80.

Itsmymoney - Surely the mantra is to replace reserves sweet pea - we've blown 77mmboe this year on production - Nobody here gets depletion - NS drilling will only stabilise production - produce no growth - to get 2-3 years reserves for FK all HNY come on son - Its a cheap production reserve base whilst we scout and build.

Rookie1 every time I've mentioned M&A you stated the opposite, yet today you recommend a SQZ TO. If HBR truly want a balanced Multi-National portfolio they could get CNE for $400m net of CNE's cash - or 6 weeks cash flow and get 40kboepd, in Egypt & more tax losses. CNE - as a business model are in a dilemma or limbo, II's don't like the TLW deal and will vote it down, CNE have $630m cash in hand and +12 other licences including GOM being drilled.

CNE is not dynamic but its gas a quality (Ex Shell) producing infrastructure 50:50 POO & Gas strengthens their portfolio base, whereas SQZ will just add the same output as Tolmount and increases exposure to WT & NS. With CNE you are not buying any premium, Egypt gas is price tied but POO mkt rates, CNE would be a cigar but deal, as Warren Buffett would say, you can extract so much more out of these assets and development leads in the area than the price paid and gain CNE expertise - easy bolt on acquisition. IMO DYOR, CNE could be paid out of HBR petty cash and no fight put up. GLA

Linda's contacts in Shell could provide more off loads for offshore assets in that area. Just a thought, I would do it - it would distract management from any other key priorities. HNY GLA

ERII coverage - shows the unscripted strength of ITV studio profits mega boost - worldwide coverage, huge fillip. GLA

HBR will be OK, you could see S&P 500 false rally on soft landing, large US shorts will force S&P into new lows - down -150pts today and still falling, FTSE 100 will follow, energy will be fine. I've still got HBR but took profits from 350-497 and had the divi via IG. I will wait before adding before the next rally, long way to TU in a volatile market.

I've moved more to cash - but will add when the time feels right. GLA

US false rally last 7-10 days, focusing on soft CPI data - bolares - Inflation not tackled, expect S&P 500 to get hammered next couple of days. Thats why I stayed out of the SP guess. Didn't trust the Yanks. GLA Will buy cheaper.

Yolodn US CPI data just out, S&P 500 having a child's tantrum, was always going to be- with their false rally last week or so. ITV coverage of ERII 24/7.

My mantra = Cash is King, charts are great, even if the SP stalls it's not going under, add huge divi then risk becomes less. ITV is and will be a cash cow, H1 was marred by £130m pension fund add - that's gone, one off, key for ITV is to reduce shares in issue - that's a possibility after another strong year.
I hope when ITVX succeeds, they employ a share buy-back scheme next 3 years. GLA ITV will become a fore runner in media distribution, a conduit for Netflix ITVX & other apps etc etc, remember the UK invented TV - the first broadcast in 1927. We need to invest in tech, thank God we're doing it. I always think of the UK Motorcycle in the 50's &60's ruled the world, didn't reinvest - then the Jap's FFS.
Remember, human DNA will always evolve in time, part solar radiation, climate change, socio economic etc - so we all have to adapt, ITV is adapting NOW- well done.

Somebody said World cup - no impact - last year TU's Quote + We have a strong programming slate going into next year as we continue to invest in content and we expect total schedule costs will be around £1.16 billion in 2022. This includes the FIFA World Cup, the FA Cup and a strong schedule of dramas which will drive increased levels of live and streaming viewing + June 2021 delivered the largest advertising revenues for the month of June for ITV in its history, benefitting from the easing of restrictions and the Euros. '
This Co has provided record results thru the pandemic when studios were closed, high streets shut and massive economic contraction. Now Liz has given a £100bn stimulus - that underwrites the next 2 years. I've added today. expect record results 2022. GLA

Last point - Sad passing of the Queen - truly a Great Lady RIP Your Majesty.

Agreed - Great lady RIP

ditto - hedge against the winter bills. Come on Lizz - get the UK O&G world flying. can't wait.

One of the largest in land Gas reserves in the UK- huge.

Thx Clued - appreciated BH.

Europeans would face a bleak winter if the Kremlin stopped deliveries to the Continent.
Speaking at an economic conference, he said: “We will not supply anything at all if it is contrary to our interests.
“No gas, no oil, no coal, no fuel oil, nothing.”

F Me NO COAL - we're the UK FFS - And POO down - US playing sliding doors tactics FFS Could end badly. - Cornered Rat & all that.....