Member Info for NigeCo

"Does John Malone not also own Formula 1?...."

Davielad,

In answer to your question, yes Malone does own F1.

"I would imagine he would pitch in I would expect, around £1.25 - £1.30 being generous in my view."

Trent,

I think if Malone is going to make a bid he would start with a low-ball offer. I think that the BOD would flatly turn it down, this may lead to an increased offer, at what price is anyone's guess. Would an offer lead to a bun fight like with SKY? Who knows. All I know is that ITV studio's is worth in the region of 140p per share. IMHO.

"Lucy Spraggan , a former contestant on the X Factor lashes out on Twitter against ITV"

Lucy Spraggan, (whoever she is) should remember that ITV gave her, her big chance on TV. You shouldn't bite the hand that feeds you Lucy.

"Dreadfully sad to see anyone take their own life but was it the JK Show or the sad and depressinglives of some people."

Hi Dallo,

I agree, from my understanding the guy on JK show had a history of suffered from depression and had stopped taking his medication. His relationship was already on the rocks. (If you don't have trust in a relationship, what do you have?). I think that the JK show and ITV has been the scapegoat, for this vulnerable person. I don't watch the JK show, its not my cup of tea. But I know that the young people like it.

I would agree that the ITV share price is being manipulated, and am expecting a bid when Liberty gets the £15.85bn cash from Vodafone. If John Malone thought that ITV were over priced at 180p, what must he be thinking now? With the share price at 113p. We may be in for an interesting summer?

"BT = Bargain Today or Bankrupt Tomorrow."

I'm with you Pacemaker.

Talk of bankruptcy can only be scaremongering? IMHO.

I hope that BT are at 200p at the end of the month, I will load the truck. Just my opinion of cause.

About time too....

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=ITV&ArticleCode=tqbq3qwk&ArticleHeadline=DirectorPDMR_Shareholding

The worm will turn.

The patient BT investor will be handsomely rewarded.

BT undervalued in my opinion. I'm looking to top up soon.

The Chase 3/10
Emmerdale 5/10
Corro 5/10

Metamorphosis,

I'm glad that your opinions don't represent the British public, with your low scores on the programs, for the above? If you don't like ITV along with all the other poster's on here who have a very low opinion, there are plenty of other shares to invest in.

https://www.fool.co.uk/investing/2019/05/14/itvs-share-price-is-plummeting-heres-what-id-do-now/

portfolio manager Simon Gergel, who runs the income-focused Merchants Trust, has been buying ITV recently because it’s “quite lowly rated.”

Compass007,

I would have to agree, with the very weak share price. ITV look like a sitting duck, especially with our biggest shareholder Liberty Global about to receive a mountain £15.85bln of cash.

This phrase makes me laugh when people use this , i think it really means i am really worried and haven't got a clue what i am doing.

Blazing,

I'm not sure if you were referring to me "Happy to Hold"?

When I said that "I intend holding or indeed adding at these bargain prices currently on offer".

Well I can tell you that I'm not happy at all with the current share price, sat on a heavy loss. Not my best investment, I don't mind admitting. I don't claim to be an expert even though I have more years behind me than I have in front of me, investing in the stock market. Even the experts can get it wrong.

"liberty card is literally the only possible to give this a good boot up... but that's been the card for the last 5 years."

Agreed Marineville,

Although, Liberty have never been in a position where they'll soon have a cash mountain of £15.85 billion pounds, that's not to say that they will bid for ITV. However, they may well take advantage of the weak ITV share price. There may never be a better chance than at present. If John Malone thought that ITV were over priced at 180p, what must he think now with a depressed ITV share price of only 119p? If Liberty don't bid, or at least increase their shareholding after the asset sale to Vodafone, then I think we can rule them out of ever bidding. Things could get very interesting over the summer. I intend holding or indeed adding at these bargain prices currently on offer. JMO

"Maybe we'll all get lucky at some point and LG puts a sensible offer in. Time will tell"

Trent700,

We live in hope mate. I ask myself why are Liberty Global still holding on their ITV 9.9% stake? They must have plans? Or am I wrong? Time will reveal all.

Solley,

I presume that you're referring to the uncrossed trade UT at 16.35pm? This trade is a combination of buys and sells, so cannot be said, to be buys or sells. The UT is the closing price, the result of the auction that takes place at 16.35pm every trading day. I hope that my explanation of this helps Solley. The link below explains everything.

http://www.theel1tetrader.com/2013/01/lse-closing-auction-how-it-works.html

Patience needed Solley, I'm afraid.

I feel that a takeover looks like the most likely outcome, with Liberty looking the favourite. If not, we could be in for a long wait for a recovery in the share price. JMO.

Avrohom,

No problem mate.

The ITV share price: Time to buy?

https://www.fool.co.uk/investing/2019/05/10/the-itv-share-price-time-to-buy/

BT (BT.A) has decided to hold the full-year dividend steady at 15.4p for 2018/19. In its results for the year to March 2019, the telecoms giant also said it has lifted its FTTP (fibre-to-the-premises) targets from 3m to 4m premises passed by March 2021, and from 10m to 15m by the mid-2020s, “subject to conditions being right”. Meanwhile, EE is set to launch 5G “imminently”. In terms of performance, revenues were down 1 per cent at £23.4bn – after growth in consumer was tempered by regulated price reductions in Openreach and declines in the enterprise business. Pre-tax profits were up 2 per cent at £2.67bn, reflecting the cost of settling one-off EE acquisition warranty claims in the previous year. We remain positive; buy.

"Liberty could buy another 10% of ITV for just £ 470m giving it a near 20% holding
and a huge bargaining hand in any takeover battle ( inevitable now imho)
The vultures are sitting on the branches and ready to swoop imho."

Dallo,

Another point, Liberty Global will soon (within the next few months) have the Vodafone deal completed with John Malone having £15.85 billion to potentially make a move on ITV, with a very low valuation on offer, everything is falling into place for Liberty, if they are serous bidders. I agree that ITV are a sitting duck at this crazy valuation.

Welcome back Velo,

I've missed your comments. Always well worth reading.