Member Info for dallo

Netflix button on Smart TVs remote control
Talk that a Britbox button will be mandatory
on Smart TVs imported into UK following pressure from BBC and ITV
I read this in press a few months ago but
cannot remember where
Will check

Wise .move
I am staying put with a large holding

Britbox has the potential to be available in 40 countries and UK regulators may insist
on TVs showing Britbox on the smart TV like Netflix before they can be sold In the UK

Absolutely speculative but massive consolidation
underway in the content industry and ITV
the last of the big players not yet part of a media
giant
Too small to continue alone imho

I was only referring to the current market
cap of ITV compared to Apple's initial content
spend not to a takeover price.
A takeover would be at around £2 a share if a bidding battle ensues imho

Apple intend to spend c $6 b on new content for its Apple TV+
streaming service
$ 6 b could buy ITV to include
Brand name -- iTV
Content -- 40,000 hours of digitalised programmes
ITV Studios
ITV Sports
Britbox/ ITV Hub
ITV television
and lots more besides............
Makes you think .

Your guess is as good as mine
If a bidding war then £2 is possible

More ITV takeover discussion in the Telegraph today citing
the weak pound and the success of Love Island as catalysts for
a takeover by a foreign predator.
It also mentions the growth in the ITV content and the forthcoming
Britbox streaming service.
Ian Forrest of the Share Centre says ITV remains a strong company and the
article refers to the low P/E and high dividend yield.
This speculation follows the takeover of Greene King by CK Hutchison at a premium
of 50% inspired in part by the weakness in Sterling.
Apart from ITV the two other British companies in the crosshairs are Imperial Brands
and INTU.
You never know!!!

A single bid of 1.4 million shares at 9.4p on Level 2
Who is that I wonder

Not to mention the Rugby World Cup
which is huge for top brands
ITV will be fine once Brexit is sorted

Solely
Don't panic
Selling now at these depressed levels
is not in my wildest thoughts but
I could be wrong
Dyor

Battered share price may be too tempting
for would be predators but any takeout price
could be opportunistic
Painful times

28,000 ?
I am intrigued

Hope you are right
Need some good news soon

Liberty and Goldman control the ITV
share price and will continue to do so
until Malone decides what to do with Liberty's
10% stake

3.7 million shares dealt at auction at 109.65p
Nothing major in this number
Tomorrow will tell the true tale.

The auction trade will indeed be telling.
The boy who cried wolf comes to mind.
Maybe the wolf disguised as Mr Malone could be at the door !!

5eights
Fully agree on Sharecast but something is moving ITV today against
a grim market backdrop.
May be nothing but the movement is interesting and welcome to us
longstanding shareholders.
Would like to see a bigger volume than the 7 million traded so far.

Sharecast comments that ITV is rallying on trader talk that
Liberty Global is building its stake in the broadcaster.
May be hot air but I thought I would share the news with you all

With the expected merger between Viacom and CBS imminent
the media/entertainment industry consolidation continues to accelerate.
AT&T/Time Warner ( now Warner Media), Disney/Fox, Comcast /Universal/ NBC/SKY
are recent examples of this mega consolidation in the industry to compete with NetFlix,
Amazon, Apple, et al.
The key driver behind these moves is to grab subscriptions and market share in the
digital TV/Movie/Entertainment revolution.
The trojan horse is CONTENT,CONTENT ,CONTENT and big premiums are being paid to
buy content and/or develop own content( programmes,movies etc).
ITV WITH OVER 40,000 HOURS OF DIGITALISED CONTENT is one of the last remaining
players in the global media business that is still independent.
A natural merger/acquirer in respect of ITV may be BT in the UK but others like Liberty, Apple ( iTV ?)
Amazon and even Netflix could be sniffing around.
I just have a gut feeling that as with TV companies like NBC and CBS in the US now part of major media companies
ITV could be in the crosshairs particularly with the bombed-out share price and the collapse
in Sterling.
We shall see.