Member Info for BigEgo

4.7 million viewer peak & new ‘Soap Power Hour’

“biggest TV peak audience for a soap since 2022”

Https://www.itv.com/presscentre/presscentre/presscentre/presscentre/media-releases/corriedale-sweeps-nation-peak-nearly-5-million-viewers-tune-live-spectacular-soap

Buy 2.3m @3:19

Replying makes it continue.

Filtering makes it stop.

Choose wisely!

A positive reminder - Liberty seem to be hanging on to their 5% holding!

Think about why before you sell yours… ;)

“On 22 October 2025, Liberty Global sold ~5% of its ITV stake, reducing its holding from ~10% to ~5%. That placing was subject to a 60-calendar-day lock-up, preventing any further disposals in that period.

That lock-up period ended on 21 December 2025, which was 16 days ago now (as of 6 January 2026) yet no further placing has occurred despite Liberty stating their strategy was to ‘divest non-core assets and focus on priority investments’ - however events since that first placing may have given good reason to pause.”

Taser - yes it’s definitely a question of patience.

Many holders seem to be incredulous as to why the market hasn’t immediately hoisted ITV up to the likely price it will be once a Sky carve out is confirmed… it’s going to stick around where it is until we get that update.

Like Buffett said

“The stock market is a device for transferring money from the impatient to the patient.”

Happy New Year!

Interesting timing - ITV kicks off 2026 with a new campaign emphasising ‘the ITV brand’ - clearly there must be some aligned thinking behind this with the Sky talks in progress…

“There’s No Place Like ITV”

Comment:

“Why ITV is investing in brand to drive its next stage of growth”

Https://www.marketingweek.com/itv-brand-plaform/

One of the campaign adverts:

Https://www.campaignlive.co.uk/article/itv-%E2%80%9Ctheres-no-place-itv%E2%80%9D-itv-creative/1944066

Yes another well timed addition to the ITV venture capital portfolio ( known as “AdVentures” ).

This is another ‘hidden asset’ ITV has. It includes lots of early stage investments in many companies now, such as Purple Bricks.

It’s a ‘media for equity’ arrangement where ITV gain shares in return for offering free ad airtime to the startup.

It’s a win for ITV and will only take one sleeper investment to come good one day for it to payoff. :)

https://www.mediaforgrowth.co/partners/itv-adventures

The trade type is UT - this is just the end of day final trade, you’ll see one every day if you look.

https://www.shiftingshares.com/what-is-an-uncrossing-trade/

FTSE-250 benchmark basic return 2025 = +9.0%

ITV close 31 Dec 2024 = 73.60

ITV close 31 Dec 2025 = 82.35

Basic return 8.75p = +11.8%

Dividends received = 5.00p

Total ITV return 2025 13.75p = +18.6%

Replying makes it continue.

Filtering makes it stop.

Choose wisely!

Er for all the reasons in my reply!

It’s not a report written by a journalist. If you take a moment to scroll to the bottom of the link you shared It even admits in the disclaimer at the bottom it’s generated by a “Large Language Model ” - did you notice?

Simplywallst churn out automated articles like this constantly for every ticker you can think of. People searching for news on their holdings, come across it and share it. That’s why it’s clickbait.

But hey if anyone here wants to sell their ITV shares for 62p I’m a buyer. ;)

Robs - it’s not a ‘report’ or even an ‘article’ - simplywallst auto generates click bait for all shares just using the data it stores.

Also a very simple sense check for any suggested price given anywhere is to multiply it by voting rights (3,793,189,219) which produces £2.3b.

Given Sky are quoted as discussing £1.6b for broadcast this would mean Studios was worth just £700m!

Auto generated stuff is not worthy of reposting.

Full article @ ADVFN post 14733

https://uk.advfn.com/cmn/fbb/thread.php3?id=50777935&from=14733

From ADVFN

“hades1 24 Dec '25 - 07:33 - 14730

I cant post but listened and read - I believe its easier to access audio version if you don't have a full subscription.I used the FT app - its very long a 15 minute audio article.

Access if you can as its good but very broad concerning the future of entire PSB Broadcasting industry (UK and Globally) including possible BBC / CH4 merger etc.

However it touches on ITV/Sky merger meetings currently taking place and suggests the deal will be announced in the New Year - Peter Bazalgette (ex ITV Chairman and large shareholder) is a major contributor to the article.”

Anyone got a subscription? :)

Https://www.ft.com/content/4110ea88-dde4-4968-8e57-f0a8d55fe815

We’re probably nearing the end of fresh articles for the year … but for anyone clinging on before finally logging off(!) - here’s an interview published yesterday with ITVs Head of Drama Polly Hill on ‘ITVs slate’

Https://www.televisual.com/news/head-of-drama-polly-hill-on-itvs-slate/

Also - I think it’s a great early indicator that ITV Quiz is growing so fast - as this is exactly the target audience segment I would expect ITV to market their new ITV Win product offering to in 2026. So it would seem a large (and easily reachable) potential customer base exists just on this one channel, regardless of the wider viewing audiences.

Quizzes and gambling are perhaps looked down upon compared to drama production for example - but if it helps get ITV to the ‘£750m digital revenue by full year 2026 target’ then I don’t really care :)

“ITV Quiz is fastest-growing top 50 channel in UK this year - New channel almost doubles its audience since replacing ITVBe“

Every viewer counts!

Https://www.broadcastnow.co.uk/itv/itv-quiz-is-fastest-growing-top-50-channel-in-uk-this-year/5212332.article

“ I don't think there will be any dilution”

Jed - it’s already happened overnight. :)

The status of the 35m Treasury shares has changed.

Treasury shares are part of the “issued capital” but attract no dividends and have no voting rights.

This now totals 3,858,668,496 and includes the remaining 65m.

Hiowever a second number is always quoted - “Shares with full voting rights in the Company at the above date was 3,793,189,219” - this now includes the 35m transferred. (Previously it was 3,758,189,219)

Yesterday if you had divided your holding by 3,758,189,219 it would tell you what % of ITV you owned.

Today you have to divide your holding by a larger number (3,793,189,219) so you own a smaller % of ITV.

We have all been diluted, but this is a normal corporate activity unfortunately.

Todays RNS simply means 35m shares held in Treasury (which were created during the buyback and until now didn’t yield a dividend or voting rights) have now been moved into the Employee Benefit Trust for future share plan awards (without needing to create new shares).

But this does mean that the prior ‘shares in issue’ number we need to use in any of our calcs increases from 3,758,189,219 to 3,793,189,219

Mathematically our holdings now represent a slightly smaller % of the whole business - essentially a dilution of 0.93% unfortunately.

As to why ITV have chosen to do this now is open to debate!

Https://otp.tools.investis.com/clients/uk/itv1/rns1/regulatory-story.aspx?cid=2140&newsid=2020161

Duo hit 688 million streams on ITVX!

Https://www.itv.com/presscentre/presscentre/presscentre/presscentre/media-releases/ant-dec-extend-their-itv-deal-further-3-years