Member Info for BigEgo

RNS wording comparison, just out of interest, nothing implied. I guess we just wait and see just like the All3Media owners now… :)

ITV:

“ITV plc ("ITV") notes the recent press speculation and confirms that it is in preliminary discussions regarding a possible sale of its M&E business to Sky for an enterprise value of £1.6bn.

There can be no certainty as to the terms upon which any potential sale may be agreed or whether any transaction will take place. A further announcement will be made in due course if appropriate.”

Banijay:

“The company confirms that it has entered into discussions with the All3Media owner regarding a potential combination between Banijay and All3Media.

At this stage, the company wishes to emphasize that no decision has been taken and that there can be no assurance that a transaction will be concluded. Further announcements will be made if and when appropriate.”

2 facts may provide additional support for ITV now:

1) Studios business are confirmed once again to be attractive targets.

2) There is slightly less choice now for any media org looking for such a target to expand.

+This would neatly remove the concern about ITV Studios still being able to sell content to ITV Broadcast if they split. And all the regulatory concerns are already on the broadcast side - adding Studios is easy. Relatively speaking :)

Might this also change Sky’s approach?

With less sector choice for content from suppliers they potentially face higher costs in future from a more powerful/larger studios group able to command pricing better.

Is this the trigger that pivots them to consider the whole ITV Group (for not much more than the £1.6bn allegedly available?

Again, I said anything could happen - and here we are…

European media M&A is hotting up…!

I wonder if this merger has been prompted at all by the Sky & ITV Broadcast news and an industry insider belief it will happen - ie is there any chance this sudden move by Banijay & All3Media is positioning to protect them both prior to a (likely) cash rich ITV Studios going on a buying spree and taking one of them out?

“Temple Bar Investment Trust (TMPL), run by Ian Lance and Nick Purves, has once again outperformed; over 2025, it returned 33.9% in NAV terms and 45.3% in share price terms, well in excess of the UK – and indeed world – markets.”

ITV = 6th largest holding at 4% of portfolio (Nov-25)

“Ian and Nick estimate it (ITV Studios) would be worth more than £3bn if auctioned separately.”

“… some event to unlock value for shareholders from M&E is likely.“

Https://quoteddata.com/research/temple-bar-premium-investing-mc/

“… some event to unlock value for shareholders from M&E is likely.“

Https://quoteddata.com/research/temple-bar-premium-investing-mc/

Interesting to see something on social media taking a leap back towards TV!

Win - will share on advfn, cheers.

More ITV gamification in the hunt for digital revenue… This feels to me a little bit like the psychological ‘hook’ of the Postcode Lottery but this time using your birthdate instead of your postcode - ie something attractive and simple to players…

Https://thebirthdaydraw.com/

Https://www.itv.com/presscentre/presscentre/presscentre/presscentre/media-releases/itv-and-global-launch-birthday-draw-new-weekly-prize-draw-where-ps1-could-win-ps1

Well my Love Island post Friday didn’t last long! You can’t win them all…

Https://www.radiotimes.com/tv/entertainment/reality-tv/love-island-all-stars-2026-delayed-newsupdate/

Https://www.construction-physics.com/p/how-did-tvs-get-so-cheap

“Mark Kleinman: What’s in store for the Square Mile in 2026?”

“Few industries will see as much change as media. The Daily Telegraph will finally be taken over by Lord Rothermere’s DMGT; the BBC will appoint a left-field outsider as its next director-general; Sky (my employer) will succeed in buying ITV’s broadcasting arm, with the latter’s production business being targeted by private equity investors; and what remains of London’s once-proud Evening Standard will abandon its print edition altogether.”

Https://www.cityam.com/mark-kleinman-whats-in-store-for-the-square-mile-in-2026/

Lol - bloody censoring on here … copy the url then complete the peaxxxx name to find the page!!!

love island all stars season 3 - coming exclusively to … pea****

pea****?

pea**** tv?

the american subscription streaming operated by nbcuniversal?

owned by comcast?

are you paying attention? :)

https://www.nbcuniversal.com/article/love-island-all-stars-season-3-coming-pea****

Well, another close at the high of the day, which is great.

But also a key close at what is effectively the very end of the ‘quiet Xmas period’.

Next week all the city bums are back on seats full time and we start at 81.2p.

Let’s go! Good weekend all.

Plimsoll Productions (a division of ITV Studios) Launches Plimsoll Immersive … to develop content for AR, VR and AI wearables…

Https://variety.com/2026/tv/news/plimsoll-productions-launches-plimsoll-immersive-1236625690/

Another great ITV asset, quietly innovating.

Https://plimsollproductions.com/

Good find Win missed that completely. Anime content is something new and interesting for ITVX.

“Major content partnership between TVNZ and ITV Studios renewed”

Https://www.itv.com/presscentre/presscentre/presscentre/presscentre/media-releases/major-content-partnership-between-tvnz-and-itv-studios-renewed

i am one of the most active posters of actual itv commentary, analysis and articles.

i don’t have time for crap and will stop bothering here if this site doesn’t improve!

filtered:

contrarian123, stpetersburgtom, telavivtom, trupcard, omalley123 (junk / aggro posters)

pogo001 (sorry your posts are just too long and rambling to read most of the time)

robs60 (a real poster sadly, but no need to be rude so welcome to my zero bull**** 2026 filter)

jed, padd etc - expect to join if you keep poking the aggro posters cages - just filter them ffs - they don’t exist in a vacuum)

padd i’m going to filter you too if your only posts are about other posters.

people need to stop replying and start filtering i have zero tolerance to bull**** in 2026!