RE: So lets re-cap7 Aug 2018 14:17
NigeCo,
I don’t agree with your analysis, if liberty wanted to buy ITV, they would make that offer right now as rates are still low, pound is down and market looks depressed already because of brexit.
Fast forward to your mid 2019, brexit deal done, pound back to 1.45 - 1.6, FTSE companies catching up generally, rates gone up already.
Goldman has used liberty holdings to suck people in at the top, then hedged at the top after people rushed in. ITV lacks ambition, I love SKY’s nowTV. ITV Hub needs to push hard and make itself available on rival platforms.