Member Info for jedclampit

Come on Tom you make us laugh, befor you bought back in you were doing everything you could to rubbish ITV to drop the price but now you have bought back in and the SP is below your buy in SP you just cannot hold your views.
Look let's face it your timing is all wrong, and as for the divi of 3p all shares drop the value of any Divi being paid out but it will come back in a few weeks.
Let's keep the bod's intact and let the sp a little more so we can all make more money in the months to come.

From the last rns the Company will hold 12,823,410 Ordinary Shares in treasury with no voting rights attached.
Now as the SP goes down you would think they would buy more but haven't.
As far as I understand it , if a possible buyer approached Foxt re a takeover then Foxt has the right to sell all those shares in Treasury at whatever the price to any buyer, which would give them a big / good starting point to launch an offer.
Also Foxt has NO debt and could also sell all these shares to raise money on the market. or am I wrong ?
Any thoughts.?

So doers anyone know why the big drop yesterday for no reason, is there some bad news coming out?

I agree, what we have over the last 3-6 months is 2-3-4 posters and we all know who they are that seem to make up their own minds on what they want to see happen with the SP and then with the bod's because they think they are right in their views .
And change everyone else's minds to do what they think is right, well I for one don't agree with your views and think the bod's should stay the same and by the way i think they will all be voted to stay.
Stop trying to change others views to match yours because your views are NOT always right.

I don't think there is any chance of a bid , we have been talking about this for what about 2 years and surely if anyone was interested they would have made a bid when this was back around the 50p. After all nearly everyone could see they were a sitting duck then so pay pay 2-3-4 times for it now.?

Well I live in the southeast and we are already over built and NOwhere for any Nuclear power stations, so they should all be built in the north past Watford as long as we get cheap electric.
That way we have n't got to worry if anything happens. Sorry guys but it's look after yourselves first now days. LOL

If you were Mark R and you made millions on the IPO and then you saw the current SP wouldn't you buy back millions of shares at this silly price and almost hold 50% and take full control again. Talk about a gift and who could blame him.

will be years away and when it doers come to many more uk people it will cost everyone much more money on their bills.
Today there must be about 90% gas fired C/Heating boilers in the UK and no matter how much more electric we produce it will not help these gas boilers, so they will all have to be replaced by electric heating systems at some stage and all the uk consumers will end up paying more on their bills to cover the cost. So the days of cheap heating bills has long gone.
For the last 15 years many EU countries have made the wrong more, Germany got it wrong by going for Gas, France got it right by going for Nuclear, UK got it wrong on all fronts because they couldn't decide which way to go because there has always been too many do gooders talking about green bits here and there. strange old world.

Tom I don't think for 1 min that any takeover plan is ongoing or is going to happen soon, the SP is just being played by the city to make money because it can.
ITV is just one of those companies where you can make money big time in the city and that's the way the brokers like it. So if anything the city is looking things to stay the same when the votes are done at the AGM . Just my view .

Who says these posts are read by anyone other than ius pi's, but even if some were read do you think anyone in the company or the brokers give 2 hoots about what is said.
The SP drop is just down to games being played by the city to drop the SP so they can all load up and make loads of money when this goes back to £1.10.
Tom as far as I can remember didn't you buy in high a long time ago then sell and make a big loss. then you were so negative and wantd to drive down the SP which has happened and you were then very positive after you bought back in. But since then the SP has gone down again and you stand to lose more money so now you are trying to create more change. It's all about timing.

How can any company issue an RNS about things the government is trying to do, OK they want to move to more nuclear power but this work must go out to tendering to many companies who could biuld the power plants.
RR. has of yet NOT been given any contracts and may not even be offered any, so how can RR. issue any statement that would / could change the SP.
We will just have to wait and see, but it could be many many months for any contracts.

So what don't you like about the results,
ITV has delivered a strong financial and operating performance in 2021
? Total external revenue was up 24% at £3,453 million (31 December 2020: £2,781 million)
? ITV STUDIOS:

- Total revenue was up 28% at £1,760 million (31 December 2020: £1,375 million). At constant currency total Studios revenue was down just 2% on 2019[3]. ITV Studios external revenue was up 30% at £1,177 million (31 December 2020: £903 million)
- We have delivered a wide range of new and returning programmes and formats in the UK and internationally, including

? Scripted: Unforgotten and Line of Duty in the UK; Physical, Good Witch and Snowpiercer in the US; Summertime, Gomorrah and Balthazar in Europe
? Unscripted: Love Island in UK, US and Germany and The Chase in the UK, US, Germany and Australia

? MEDIA AND ENTERTAINMENT (M&E):
- Total revenue was up 21% at £2,282million (31 December 2020: £1,885 million), with total advertising revenue (TAR) up 24%, the highest in ITV's history within which video on demand advertising (AVOD) was up 41%. Total M&E revenue was up 11% on 20193

- ITV Family Share of viewing (SOV) was up from 22.2% to 22.3% in 2021 with a strong programming slate including the Euros, Love Island, The Masked Singer, Pembrokeshire Murders and Grace delivering strong ratings as we continue to provide both mass audiences and key demographics

- streaming viewing hours were up 22%, with monthly active users (MAUs) up 19% to 9.6m

? Adjusted group EBITA[4] was up 42% at £813 million (31 December 2020: £573 million). This was driven by: the strong recovery in the advertising market; resumption of productions; and tight cost control, with £37 million of permanent overhead cost savings in the year

? Adjusted EPS4 was up 40% at 15.3p (31 December 2020: 10.9p). This compares to 13.9p in 2019

? Operating profit was up 46% to £519 million (31 December 2020: £356 million). Statutory profit before tax was up 48% to £480 million (31 December 2020: £325 million) and statutory EPS was up 32% to 9.4p (31 December 2020: 7.1p)

? Profit to cash conversion4 was 80%, driven by record TAR and tight working capital management, partly offset by the unwind of the favourable working capital position in 2020
And Divi 3.3p.
OK we would all like to see the SP go much higher but No company can control the SP , get the profits coming in and the SP will look after it's self in time.

Look the AGM is not for weeks yet and no matter what you might think there is no way she will be voted off.

Very strange move here, sells at 3.8m against buys at 6.5m ish and SP goes down, sooner than later this will turn for the better regardless of any vote results.
It could be that the city is waiting for Carolyn Mccallout to be voted in again before they push up the SP.
Great price to buy in though.

Just the total market conditions.
Yes very strange and after JP has up-graded target to £4.60 ish, sounds and looks like a great buy at £2 ish.

So this goes ex Divi on 13th April and 3.3p will come off the sp, so do you buy more now to get the divi or do you wait and buy more after the divi ex date and get a better price?

I don't really think ITV need to buy C4 either if it means borrowing or increased debt to pay for it as that will hit the SP for a long time.
However they are saying Channel 4 is to be privatised by 2024. so does that mean any move will be made to sell it off before then or is 2024 the year it has been agreed on, in which case it's a long way off and not worth worrying about now unless the government has agreed to let it go before that date if someone wants to buy it. But surely it will be put on the open market so many companies could be interested and that could take another 6-12 months to agree a price etc.
So if the SP drop today is connected to itv possibly buying or putting in an offer it's a bit premature.

It's good to see Moonpig reporting higher sales with stronger demand over the winter and up-grading it's year end sales.
That must also be good news for Card as it means consomers have been spending lots more on cards on and off line.

Funny how so many have been saying ITV is too small to compete with the big boys out there then when it may be possible for ITV to takeover C4 and become bigger to compete possibly the same people are now saying that would mean too much debt and they shouldn't do it.
How can you please everyone, or anyone?

Yes I notice he has bought another 700,000 but it doesn't say how much he % is now.
When he last bought it said he had about 46% so he must be getting close to 50% now , what next ?