Member Info for dallo

Nolupus

You could be right about the possible pump and dump
The SP also got dumped on the No Nomad delisting scare stories
The essence of the investment/punt decision is whether Lupuzor
has a future and in this regard, it is interesting to note that over in Motif Bio
a decision is imminent from the FDA on Iclaprim , an antibiotic initially
turned by the FDA but after rejigging 2 Phase 111 trials successfully , Micro Bio
is confident of approval this time around.
If the MAP and extension trials show positive data then it may tempt a
large Pharma to push on with Lupuzor.
Therein lies the risk/reward gamble for investors/punters imho

Fully understand the negative sentiment but what really
has changed since the spike up to 22p at the end of November
other than a small delay in finalising the deal with Incanthera and
the appointment of a Nomad ( which was a big concern )
The market cap is £15m and the potential for Lupuzor is still being
assessed through the MAP and Extension trials.
The company has disappointed greatly in 2019 but may surprise in 2019.
Otherwise as DarrenBuffer comments, we will be heading for the buffers

NoMark
Incanthera option expires on Monday next
Interesting that we have heard no news by now
We await Monday with a little unease
Immupharma need a good start to 2019 after an Annus Horribilis in 2018

If 122p does not tempt Malone and others well we can forever
forget about a bid for ITV

New multi-year lows today and market cap under £5b
Big job ahead for McCall and her team to preserve ITV's independence
I thought we might have a bounce today after the Dow's surge but
sadly no cigar.
Best to all

H-hi
Don't you think we have suffered enough without
calling the SP down to 100p which would result in a market
cap of £4b and a dividend yield of over 8% .
Nice price to get in at though

Drat
I spoke too soon!
no respite yet

There are so many worries for the markets at present
ranging from a possible global economic slowdown, trade wars, US interest rates,
collapsing oil prices ,Brexit et al that it is no surprise we are
seeing carnage in the markets.
McCall has committed to paying c8p in dividends in each of the next 2 years
and Chinch is right in saying to just re-invest the dividends and wait for the storm to subside.
In the meantime, I would be happy to see a few blue days before the end of the year.
ATB

Chinch
Furthermore the average debt/ebitda levels for European media
companies are close to 5:1 which around the same levels as for US
media companies.
The debt/ebitda ratio for Vodafone is c8:1 so I feel
ITV is in a very healthy financial position so stop fretting about the debt!

The debt to adjusted EBITDA is 1.2 to 1 which is low.
The overall debt of c £1b could be reduced from the proceeds
of the sale of the Southbank site possibly bringing the debt/EBITDA ratio
to close to 1:1 .
The profit to cash generation is 94% so overall the financial position
of ITV is excellent.
Finally the value of ITV Studios as an independent entity could be well north
of £5b imho

At last, it appears that the bottom has been reached after weeks of painful
slides.
The current market cap of £5b is just too low even if you assume the worst case
scenario for the UK economy next year.
The dividend over 8p is "guaranteed" for the next 2 years according to
McCall and with the sale of the Southbank site for c £ 250/300 m pending
the company is in good shape.
If Brexit is sorted in January 2019 then a major re-rating of the shares is likely
bringing us back to levels commensurate with the fundamentals of the business

Another down day even though FTSE up
Mc Call's reputation now on the line and she
needs all her skills and experience to revitalize ITV quickly
or its days as an independent company will be over imho

Onions

Uncertainty, uncertainty and uncertainty the reasons
FTSE at 2 year low---some stocks down 40% plus from highs
International investors avoiding UK markets like the plague
Once we get through this horror show expect the mother of all
reversals imho

It is interesting to note that ITVs dependence on advertising
revenue as a % of overall revenues is reducing significantly
as shown in the recent 3rd Quarter update representing just under 50%
which is a major change from 5 years ago.
The strategic "refresh " underway is set to reduce this dependence on cyclical
advertising even further to a target level of 30% over the next 3 years
So the negative outlook for UK advertising in 2019 has had an undue influence
on the ITV share price.
Another interesting aside is the potential value of ITV Studios as a standalone
entity
Netflix's market cap is $120b on revenues of c$ 16b or valued at c8 times revenues
What price then for ITV Studios with revenues heading for $2b
I know Netflix is a different animal but imagine if ITV Studios were listed on NASDAQ

Ziggy
I hope you are correct.
We could do with a bit of stardust sprinkled on this
share.
Or are you just a lad insane!

As I have filtered Nokesa I do not know what he is posting
For the last few months, ITV 's share price has slipped from c 180p( high)
to 124p( low) in common with many UK FTSE shares.
The drop over the past week or so from c143p to 124p was an opportunity
for traders to make some money but for someone like me who has been
investing for over 40 years and who has a substantial holding in ITV
it was too risky to start anticipating the hour by hour political upheavals and how
they may affect the market.
ITV is a sound company with strong investment attractions particularly at these
share price levels.
Also reinvesting the dividends over the past few years has brought my
average holding price down to around 143p.
Investing and trading are two different disciplines requiring different
strategies.
I am an investor in ITV not a trader

The bounce is welcome but looks a tad anaemic.
I would like to see a push into the mid 130s to confirm
a more committed move forward.
A lot of bombed out FTSE stocks out there at the moment
and Matthew Lynn writing in the Telegraph today says UK market is ripe
for a surge regardless of Brexit outcomes with the FTSE yielding an
historic 4.4%. He is very optimistic about the prospects for the FTSE.

They say that true elation is that feeling you get
when your torturer says he is reducing your daily lashes
from 50 to 20.
The SP is up .75p
Ecstasy !!!

Good results after the Sorrel debacle and most analysts
expecting revenues to be a lot worse.
Anyway back to our own sad investment with still no
sign of any buying interest after 10 days of continual declines
and no up days
Sad

No support even at these bombed out prices
Very worrying