Member Info for Francn79

The Dame leaving and someone who's respected in the field taking over.,

I believe at close of play next Tuesday the FTSE reshuffle will be announced. ITV is currently the worst performing FTSE100 stock at no 133 so relegation seems certain and with the Dame's current strategy looks like staying out of the 100 for quite some time.

From 10.30 am you can ask questions at the AGM via Slido :
https://www.sli.do/
code :#ITVAGM2022
If you want a written resonse you can enter your email address.

Go on Tom!

https://www.itvplc.com/investors/shareholder-information/agm

Hardly - ITV are hoping people with take up the premium paying elements of ITVX.

Also felt morally wrong when at the start of covid in April 2020 all the board took out Incentive Share Plans at 69p....

https://www.lse.co.uk/rns/ITV/directorpdmr-shareholding-xwsfi7jzjm6jiru.html

I work at ITV and there was a Q&A session with the board at 2pm. Carolyn managed to stay for 20 minutes of the hour session before going home for a zoom with investors. Charlene White's first question to her was her thoughts on the share price. She said she expected it as UK investors can';t see the long term and just the short term investment. She said you've got to ignore the share price - the same thing she's been saying since she joined ITV 4 years ago.

So the Dame's strategy is to put ITV Hub, Hub + and Brtitbox on one platform ITVX. Obviously the market aren't seeing any growth in this vision. Time for a new CEO with a new vision.

Tanking! Always happens when McCall speaks. Anyone any idea why?

Decided today. Looks like ITV will narrowly escape demotion from FTSE100 by one place...

http://www.stockchallenge.co.uk/
FTSE Ranking

24th September when share price was 110p and it was in automatic exit position from the FTSE.

http://www.stockchallenge.co.uk/

Viewing to ITV like the BBC is 25% down year on year.

Just Eat were around 40th but got disqualified as it is a Dutch company rather than a UK one.
Only that disqualification saved ITV from demotion

Let's hear what spin the Dame puts on this. Demoted after 3 months. The share price has never gone higher than the day she joined 170p. She really needs to go.

http://www.stockchallenge.co.uk/

ITV exit candidate for September reshuffle along with Weir Group.

https://www.thisismoney.co.uk/money/markets/article-8667087/MARKET-REPORT-ITV-fights-place-FTSE-100.html

The bad news is the cash situation is severe and they have had to borrow a lot of money so debt has increased considerably. Many Studios shows still not able to film.

ITV top of the list to be booted out of FTSE 100 at next reshuffle in 6 weeks.

http://www.stockchallenge.co.uk/ftse.php

More to come with the clueless Dame in charge.

If ITV does escape it'll ironically only be because the Dame's old company Easyjet took it's place.

I'm sure Dame Carolyn will still be taking her bonus, £1.3 million last time, no matter what happens with the dividend.

The Dame doesn't sound keen on mergers on acquisitions:

"Scale for scale's sake will never create shareholder value. If you are talking about consolidation, it really has to be for the right reason.”

https://www.hollywoodreporter.com/news/itv-first-earnings-ad-revenue-drop-brexit-uncertainty-1226336?utm_medium=social&utm_source=twitter

Thank goodness Adam Crozier did, otherwise the share price would be much, much lower.