Member Info for Janus1

I got out at £3.51 and missed capitolising when it hit £4.01. Only sold as I needed to fund other investments. I agree with your anticipated valuation and it should be noted the share price does fluctuate and is cyclical. Good luck with your accumulation think your confidence is well founded.

Report (see below) concerning current position with regard to advertising. What strikes me is the language and down beat impression given by Carolyn McCall - " I think". - "I hope that will last", she goes on to say she does not know what will happen in the near future or next year. Well nobody really knows but in her position she should be putting out as much (justified)positivity as possible and at least planning for the potentials of uncertainty. If this is an indication of her leadership, strategic oversight and portrayed image for ITV then she is doing the company a disservice. I am worried about where the share price is going despite being convinced it is under valued and over sold.

“There’s definitely a bounceback, and it’s very buoyant at the moment and that’s been really fantastic, but I think there is quite an element of bounceback in there and I hope that will last,” Carolyn McCall said at the Royal Television Society Convention in Cambridge on Wednesday.
She said ITV did not know how winter would pan out yet or what would happen next year.

5eight.
c4 has a completely different business model than ITV, as I have said before a clear strategy going forward is needed. If you think everything is looking rosy for iTV then you had better tell the stock market that as currently you are seeing price stagnation. I want it to succeed but tangible strategies are needed not the illusion that is brought about by your constant cut and paste of information that fits your narrative.

5eight
once again you show your short term thinking that is not matched by any brokers or financial institutions. Advertising revenues are irrelevant and do not lead to a progressive share increase or growth. The reason for a flatline share price is that institutions want to see strategic growth and a clear vision for the future. Advertising is being threatened by constant pressure from other media sources and outlets. If you think the future is rosy based on your assumptions then you are deluding yourself and more importantly others. ITV needs a game changer or else it will chug along. I am a fan of ITV and I want it to succeed but for now it will more than likely bounce from £1.10 to £1.30.

Rock 8…really… see article by CAMILLA LONG

Interesting article in the Sunday times about ITVs challenges for the future. Even if you disagree with what’s been said it provides useful insight.

Anyone any idea why the price swung so much during the day from a small drop in the morning then back to level then at one point -0.32 to finally finish -0.07 down. Is this just due to small volume?

Anyone have a view about report in Sunday telegraph that ITVs lucrative access to Britains TV network coming under threat after consortium launched eleventh hour attempt to seize contract. Don't know what impact if any this will have on share price

difficult to dispel any of your theories as they are abstract, they say absolutely nothing and always end with a wait and see. All I will say is please God someone publish an up to date list.....

Lots of theories about the drop in share price and most with good rationale. From my point of view(and I may be wrong) it’s simply about future direction. The market has already factored in gains related to increased advertising. What is needed is a clear strategy of where will growth be coming from and unfortunately this question is largely unanswered. Until it is I suspect the share will bounce from £1.10 to £1.30. Where I do agree with most people is that even given its position the share price is under valued.

thanks Bla - makes sense, other reason for positivity may be positive AGM on Wednesday and any further indications of future growth. Given todays overall losses in the market just being in the blue is positive.

blah
what are you classing as the big jolt? or do you simply mean the natural fall in share price that corresponds to the dividend percentage?

Nige

you might be wrong some of the time, you might be right some of the time but who cares? We all make our own decisions and make our own assessments and we are the holders of our actions. Its good to get views from various sources and I believe your intentions are honourable. Don't be put off and don't take the bait.

5eights - how about explaining what you mean about games being played. Said so many times but what do you actually mean, what game? to what end? who are the players?

5eightsaccount "The reasons why the share price is so weak is probably because of the following:-' etc etc.

ironically this post actually highlights what might be the reason for little movement in the share price. Everything listed should indicate a share advancing however, consider this, nearly every think listed is the here and now, ie Love Island and Euros will be history quite shortly and there is nothing certain about travel or the world we live in. All of these indicate a cyclical cycle. For this to break there needs to be a clear strategic direction of where the company is going and how it will provide sustained profits that are not heavily geared towards advertising revenue. The challenge is from the likes of Netflix and the inroads they will make on broadcasters like iTV. Surely city and institutions have already factored in the short term impactors what they must be looking for is a clear business plan and strategy going forward. I have no idea if the board are doing enough in this area and it could be they are laying the foundations for a bright future. I am reasonably confident they are but it might take time for this to reflect on the share price.

Hi Shaunymac - does not appear to be anything apart from FTSE100 being down and volume at the lower end. Share seems to rotate around and bounce up and down with £1.28 being pivotable. I am like many posts where its frustrating at the lack of current movement and at days like this I think it is a matter of holding your nerve. I will only change this view if the share gets to £1.21 as this is seen as being a benchmark for a downward trend to £1.11. There is lots of positive news that at its very worst should justify >=£1.28 and I really believe the end of month report will be positive. Also worth noting that the share has had an impressive run over a 6 month period and I think this will continue. So for me patience and nerve wrapped in frustration.

Well that's 2 minutes of my life I will never get back

NigeCo. have been reading a lot of interesting articles published since the virgin media & O2 clearance. Clearly they want to add to their offerings of broadband, communications and TV and they have been clear on their plans to expand. Liberty Global owns this company and has money to spend (especially if they off load in Ireland). As you know LG has a 10% stake in ITV and has been rumoured as the most likely to bid (if it ever comes). just something else to add Liberty Global will be reporting its latest update on Thursday 29th July. ITV announce theirs on Wednesday 28th. So could an announcement be made? Now what does this all mean? Nothing but it's good to keep the fire stoked.

Alboumpton - brilliantly summed up in such a positive manner - NigeCo - I have been mildly dismissive of your posts on bids and 'there is something in the wings', however I keep on coming back to ITV and I think that's down to you as you might just be right. Who knows....

published this evening.
EU 'plans to reduce the number of British TV shows and films after declaring them a threat to Europe's "cultural diversity" after Brexit'