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An undeniable global success - that’s been managed expertly by ITV!

“… ITV Studios has tackled fragmented viewership around the world and corralled fans and fandoms to make Love Island an ongoing obsession on digital platforms…”

Https://www.hollywoodreporter.com/tv/tv-features/love-island-digital-primetime-itv-studios-stream-tv-europe-1236562594/

Ignore that!

Why do old items come up in feeds?

Shoukda checked the date, never mind :)

Reuters receives takeover approach.

UK Media sector attractive.

https://www.reuters.com/article/business/ftse-leaps-in-ma-flurry-idUSL04464157/

Finally some positive news! :)

Easy to miss - but very important. We all know the huge impact the US writers strike had on ITV and other media companies a few years back - it’s even been quoted in the last few ITV results as impacting revenue.

Well recently the “Writers Guild Of America” has been teetering on the brink of more industrial action - which is now no longer a concern as they just signed a new 4 year deal with US studios.

“The deal will run for four years — instead of the typical three-year term — a significant benefit to the studios, which will get an extra year without the possibility of a strike.”

Https://variety.com/2026/film/news/wga-reaches-deal-studios-1236708468/

There is a lot of BS news at the moment;

Trump says the war is ending

Trump says the bombing is increasing

Iran says the Strait of Hormuz is closed

Some Chinese and Indian tankers are moving

Here is one simple reliable link to watch.

The World Trade Organisation publishes daily Hormuz vessel stats. When the blue chart picks up (50 vessels a day would be a good start) the energy shock and inflation shock will subside and markets can get back to normal (think around 100 vessels a day). Simple.

Https://datalab.wto.org/Strait-of-Hormuz-Trade-Tracker

1 billion streams hit - and 8 days earlier in year than 2025

Https://www.itv.com/presscentre/media-releases/itvx-hits-billion-streams-sport-drama-surge-throughout-march

Look at this 1y ITV chart.

Technicals are like a coiled spring - RSI is on the floor.

Potentially 3 ‘higher lows’ formed if current area holds.

Looks like a great entry point to me!

Http://uk.advfn.com/p.php?pid=legacydaily&type=1&size=2&period=5&ind_type1=4&ind1_1=12&ind_type2=6&ind1_2=12&olx_1=3&ma_type1=1&o_1maday1=20&o_2maday1=&o_colour1=2&olx_2=3&ma_type2=1&o_1maday2=50&o_2maday2=&o_colour2=1&olx_3=3&ma_type3=1&o_1maday3=200&o_2maday3=&o_colour3=3&epic=ITV

One interesting thing to note about ITV is the unusually high Institutional ownership, current 91.3% as per SimplyWallSt, when the FTSE average is typically around 65%.

Retail investors are listed as only holding 6.49% of ITV now - a figure that has dropped in recent times as Institutions have increased. Perhaps an indication that smart money is adding while speculative retail has got bored and left :)

Https://simplywall.st/stocks/gb/media/lse-itv/itv-shares/ownership

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This is the first time I’ve read the latest (March 5th) FT article about ITV & Sky as I think it was behind a paywall until now, it’s accessible - at least for me.

Anyway this is also the first time I’ve read any kind of potential timescale from ‘people close to the talks’ - which is suggesting >>> April <<<.

This speculation would not normally have any weight apart from the fact it’s in the FT…

April would be great obviously, and elevate ITV up and away from the Iran war weakness impacting markets. But it would also be annoying to a certain extent(!) coming neatly just before we get our 3.3p divi in May which I intended to reinvent as usual… but you can’t have it all!

“Negotiations are continuing between Sky and ITV and their advisers, with people close to the talks saying that they hoped to reach an agreement by next month. However, they cautioned that there was still no guarantee of a deal.”

Published MAR 5 2026

Https://www.ft.com/content/6bc29864-2aa4-4157-b2a4-61af42905471

EDIT: Hmm still doesn’t work for some people.. but I have noticed that if you search for it via googling

“ITV ‘actively engaged’ with Sky to sell broadcast division, chief says”

then click the FT link it seems to open

“Hunt for IP raises question why Comcast isn’t eying ITV Studios”

“It would be “no surprise” if the delay in moving from an indication of interest in ITV M&E towards a firm offer reflected Comcast reconsidering whether to bid for the whole of ITV, including the ITV Studios arm, the media executive argued.”

Https://ionanalytics.com/insights/mergermarket/banijay-mediawans-french-revolution-in-european-media-reshuffles-scale-opportunities-dealspeak-emea/

“BBC and ITV given green light to show World Cup games on YouTube in landmark deal”

“The 2026 World Cup is set to take place in the USA, Mexico and Canada later this year and England supporters can now get access to matches completely for free on YouTube

Daniel Orme

England supporters could potentially be able to watch the Three Lions in World Cup action on YouTube next summer. FIFA have already confirmed that the video sharing platform has been appointed as one of their preferred platforms for this summer’s tournament.

And that has seen the governing body tell rights holders that they will be allowed to show five full matches on YouTube, with the opening 10 minutes of every game also able to be shared.

As per The Times, The BBC and ITV are giving serious consideration to the idea. They will then have to agree which of their live games they want to show in full, with the final approval laying with FIFA.

It is also suggested that the UK broadcasters could even apply to stream the final in full live via their respective YouTube accounts. The plan comes after FIFA struck a deal with YouTube, with the intention to reach younger fans by sharing match action on the platform.”

Https://www.broadbandtvnews.com/2026/03/24/roku-adds-5-itv-studios-fast-channels-in-uk/

Matt give it a rest

ITV shifts from seller-controlled (Liberty) to buyer-supported (institutional holder).

Yeah looks like Liberty sold a chunk to Blackrock. Everything’s fine.

“Broadcasters urge EU to tighten rules for Big Tech in smart TV standoff”

Https://www.reuters.com/sustainability/boards-policy-regulation/eu-digital-rules-should-apply-big-techs-smart-tvs-broadcasters-tell-antitrust-2026-03-23/

“Unlikely teammates ITV and Sky show where TV is heading”

Https://www.thedrum.com/opinion/mark-ritson-unlikely-teammates-itv-and-sky-show-where-tv-is-heading

Spike in stock & oil future volumes detected 15 mins prior to market-moving Trump post.

SEC refuse to comment.

Disgusting market manipulation.

Https://www.cnbc.com/2026/03/23/volume-in-stock-and-oil-futures-surged-minutes-before-trumps-market-turning-post.html

Carrington - you may have won this years timing award

“ Bounce: Trump (TACO) “I have ordered the postponement for 5 days of all military attacks targeting Iran's energy infrastructure and power plants.””

Total Market Volume now published - was 194m Friday, about 5.1% of ITV.

https://www.londonstockexchange.com/stock/ITV/itv-plc/company-page

However judging by index futures we are probably at “ or Trump makes things worse “ with his “48 hour deadline”…