Member Info for NigeCo

Hi Tom, I share your disappointment and frustration but hang there. Regarding a bid IMHO, a lot will depend on two deals. The SKY deal (who misses out) probably Comcast, and Liberty asset sale to Vodafone, if a deal is done Maloan will have a hole burning his pocket. The market will turn at some point.

I think the eventual losers of the SKY deal, most probably Comcast may well bid for ITV. With Comcast rumoured to have looked at ITV in the past, this also may force Liberty into an offer.

Hi Tom, My average is 178p. I'm also thinking about adding. ITV will recover or be taken out. GL

Hi Tom, I�m as disappointed as the next ITV shareholder with the share price; I�m also heavily invested. Take a step back Tom, our new CEO Carolyn McCall hasn�t come to ITV to fail; I�m sure she will turn this around. I�m also willing to wait for the SP to recover to 200p with or without a takeover. GL Nige

Hi Tom, Disappointing day on ok results. Regarding a possible takeover of ITV, I think Comcast will miss out to Disney for SKY; Comcast may well turn to ITV. Interesting times ahead that�s for sure.

"What is more likely, is a bid from Liberty for ITV. Or in fact, a bid for ITV from whichever of Disney or Comcast misses out on sealing the deal for Sky". Like it.

Terrestrial broadcaster ITV plc (LON:ITV) was receiving a bit of love yesterday after a bid battle broke out for control of pay-TV broadcaster Sky PLC (LON:SKY), with some observers saying that after Sky gets taken out ITV could be �the next cab on the rank�. If that's the case, then any bidder would find the shares a bit cheaper � 8.6p cheaper at 164.6p, to be precise � after this morning's prelims. �ITV has reported final results that are slightly ahead of our expectations, with PBT/EPS of �800m/16.0p compared with NSe �785m/15.7p,� noted Numis Securities. �Adjusted Operating Profit was in line with our estimates, with the beat due to lower interest and jv charges. The dividend was increased +8% to 7.8p and there is no special,� it added. Mike van Dulken highlighted a lengthy list of reasons why the results failed to cut the mustard, including �unsightly margin contraction�; net advertising revenues down 5% and �pedestrian guidance� of just 1% growth in the first quarter of 2018; and the absence of a special dividend. Throw in van Dulken's no doubt well-founded cynicism about England's chances of progressing beyond the group stages of this years World Cup and it is small wonder investors are switching off.

ITV looks a sitting duck for a takeover.

Hi Tom, I think we will have a positive day tomorrow, results should be ok, a lot will depend on the outlook. Fingers crossed for a 180p.

VOD are in discussions about purchasing some of Liberty�s European assets. IMHO, a possible reason the VOD share price is depressed is VOD will need to raise some cash and may turn to a rights issue. The rights issue price will have to be at a discount to the share price.

The new boss of ITV is expected to lay out a new vision this week as the broadcaster looks to compete with the US giants Netflix and Amazon. ITV studios, the programming arm, now generates almost a third of ITV�s earnings. Performance in the advertising industry remains under pressure, but it is the looming competition from the US firms that should worry investors. Still, on a yield of 5%, the shares look interesting from an income perspective. The shares have recovered from a November low near 140p. However, gains have been constrained by resistance at 174p, and 180p above this. A break above 185p is needed to stop the downtrend from the 2016 highs. https://www.ig.com/uk/shares-news/2018/02/26/earnings-look-ahead--taylor-wimpey--itv--capita-42380

Questor: ITV is worth a look � the stock yields 4.6pc and the outlook for earnings is improving https://www.telegraph.co.uk/investing/shares/questor-itv-worth-look-stock-yields-46pc-outlook-earnings/

Hi Tom, I think a lot will depend on the forward looking statement. The world cup should help advertising. I'll stick my neck out and go for an up day on the share price at 178p.

Advertising outlook also key for ITV Production performance has been strong for broadcaster ITV plc (LON:ITV) recently, but advertising still be the main focus when the issues will reports its full-year results on Wednesday. Investment research analysts at The Share Centre think that while the production business has been leading the way for the FTSE 100-listed group, investors will still be keen to hear the outlook for advertising revenue for this year and hope that the forecast 1% increase over the fourth quarter has been achieved. Investors will also be hoping that the football World Cup later in the year will give the group a boost. ITV shares slumped in November last year after the commercial broadcaster reported a decline in third quarter net advertising revenue that was worse than analysts had expected. http://www.proactiveinvestors.co.uk/companies/market_reports/192120/housebuliders-step-up-to-the-podium-in-busy-week-of-corporate-earnings-192120.html

ITV boss Dame Carolyn McCall seeks peace deal in fees war with Virgin Media http://www.telegraph.co.uk/business/2018/02/21/itv-boss-dame-carolyn-mccall-seeks-peace-deal-fees-war-virgin/

Sorry, yes 173p.

Hi Tom, Yes, nice spike in the share price. A close above 163p would be nice. GL

We are just over week away (28th Feb) from full year result, what are we expecting? Will we beat market expectations? Will the special dividend be stopped?

gapped up.

Positive start, lets see if we can hold on to today�s gains