Member Info for Pogo001

Robs60,

you should finally understand this. These troll comments aren't directed at intelligent people, certainly not at long-term individual investors in ITV shares. They're aimed at those who visit this board sporadically or by accident, at random individual investors who own or wish to purchase ITV shares. Their goal is clear: to sow uncertainty and either cause people to sell desired and owned by them ITV shares or dissuade them from buying them. Furthermore, they're intended, at least in part, to build their egos. So simply don't comment on their posts, don't read them, and sometimes just laugh at the multitude of filtered comments, fully aware of what they might contain. It's just like in real life: you don't deal with garbage, and its place is in the bin.

All the best.

On a more serious note. Today's ITV share price is a repeat of what has been happening for many months. We're seeing periodic price increases, or temporary declines. In the background, pre-arranged transactions are taking place, but they have a diminishing impact on the closing price. Low investor activity and a policy of quick moves are dominating, generating a slightly larger supply of shares, enabling systematic buying and accumulation by big shareholders. A price increase like yesterday's, seemingly illogical, serves to generate a supply of shares from hesitant investors or those hoping to buy them back several price levels lower. Meanwhile, most of this supply is ending in long-term portfolios. I think that this situation, although it may continue for a long time, will end quite decisively when, after local highs, the expected correction simply turns into another increase at a higher level of trading volume (not generated by pre-arranged transactions). This will lead to both another market clearing of the "hot" ITV shares and a massive capture of short positions opened for another "opportunity." From a long-term investment perspective, the company situation is improving; financial results and dividend confirmation are expected soon. On the external market, a significant decline in UK interest rates is expected (I personally advocate for a minimum 100 basis point decline throughout 2026, and a 0.25% decline as early as February), a decline in global inflation supported by the upcoming declines in the oil and gas market, the FIFA World Cup in the US, and Trump's media calming down in the face of the congressional by-elections and his weakening support. Let's stick with that, and let's treat Comcast and SKY as a possible "icing on the cake."

Hej trolls, I understand that it hurts. After all, it's a sum far greater than anything you have ever held in their hands or the value of a portfolio you can boast of. But such is life, where wise and long-term planning of both expenses and investments allows us the proverbial "peace of mind" when we want a break from the daily grind. My time is coming in the middle of this year, and I wish it for everyone who doesn't have to wait for a state pension...

TO ALL IDIOTS

Crying crocodile tears over the fate of ITV shares, I wipe my tearful eyes and stinky nose with toilet paper... Well, maybe the upcoming dividend, the over 4% annual rate, i.e. at least 3.3 pence per share, or about £17,820, that will be paid into my account in May, will brighten my face and soothe my heart...

My portfolio contains more ITV shares than the current trading volume (467k ITV shares at 10:45 a.m.). No offense, but for me, this speaks clearly about the investor's type and the "investment" they make. Especially since we have transaction costs and the 0.5% Capital Gain Tax in the background paid when you buy ITV shares. My portfolio is my showcase.

Bank accounts holding:

Dealing account: 143600

ISA account: 180250

E-toro account: 216300

Total: 540150

The trolls are boiling... And the mob is selling shares. The volume of around 400,000 shares speaks for itself. The search for a sucker continues.

I just remind everyone that last month's closing price was between 79.55 pence and yesterday's 83.50 pence. And where are these losses...

All the best for the real ITV long term shareholders. Patience is a key of the success.

https://ibb.co/S7ng6TYz

From 83 pence to 81 pence. Oh, those prearranged transactions. Ha, ha.

I can get back to work...

Everyone here has the right to use FILTERS at their discretion. I encourage everyone to do the same, as I have a specific rules for qualifiers for omission—from typical trolls, mentally ill investors, those cluttering this forum with advertising strange investments or engaging in political discussions, liars actively playing against the trend for their own financial gain, or generally people boosting their post count with foolish or meaningless comments.

In any case, I think that after several years of tug-of-war, after this long and painful period of buying and extracting ITV shares from small and medium-sized investors, the time has finally come when our faith and patience will be rewarded.

All the best for the real long term ITV shareholders.

While I have enormous respect for BigEgo for his knowledge and the work he put into developing this forum, the opinions he publishes, and the links he links to, I have a completely different opinion regarding the valuation of the ITV business. It represents a conservative approach, typical of current company's traders who minimize the company's value by valuing it based on underestimated indicators, which they themselves have been underestimating in recent years. Furthermore, they fail to recognize the changes taking place in the market: ongoing consolidation, cash flows, or the shifting attitudes of large institutional investors. I don't want to speculate whether this is a conscious move, because something completely different is happening beneath the surface. The stock market buys the future, not the existing "reality". For this reason, we should be more familiar with valuations based on the interrelationships of indicators from the turn of the century, because those presented and disseminated today distort reality and only consider the "inevitable?" dominance of internet tycoons.

Most ITV share valuations presented on this forum are unfortunately subject to significant error. I'm leaving aside the constantly crying trolls, some of whom are complete idiots, while the rest are speculating on declines or fluctuations in ITV share valuation. While my optimism may be a bit exaggerated, the valuations I've presented fall within the range of those presented by some major, independent market observers. The ITV valuation, including STUDIO and the rest represented by ITVX, presented by most of those present here is based on minimum levels, taking into account minimum values ​​around market profit indicators. It also largely ignores the ITV components grouped around the presented ITVX valuation, i.e., the group of closely related companies that create tangible value for the company and also against the market backdrop, or even equity stakes in external companies acquired through affiliate programs based on advertising packages sold this way. The comparative valuation of the emerging gaming arm of the ITVX business has also been overlooked. Based on the experience of competitors and with a robust streaming audience base, I believe this direction will soon become a significant revenue stream, further attracting both content consumers and potential advertisers. It should also become the most dynamically growing part of ITV within two years, generating significant profit growth. So, to summarize: I believe that assuming the lowest comparable valuations for Studio or ITVX is investment imprudence, or, to put it another way, foolishness. The scale of ITV's global operations makes it a significant player not only in the local market. This means that the upper bounds of Studio's valuations, around £5 billion or the £7.5 billion range for the entire ITV business, are not a fairy tale and have real-world implications. The burden of the linear television business doesn't seem obvious to a potential outside investor either. In its current operating model, this business still generates significant and stable profits. Furthermore, it guarantees a defined market position, where regulations will sooner or later force external players to invest in this field. And this will happen all the faster the faster their own concentration progresses, forcing specific actions from regulators. Market changes and the concentration in the media, advertising, and content distribution markets are making ITV the first choice for businesses seeking to maintain their market position. For SKY and Comcast, there's no real alternative; otherwise, they are condemned to slowly acquiring insignificant players, with no guarantee of financial success. The scale of ITV's operations practically guarantees this success. Furthermore, it's foolish to believe that it won't influence the potential choice of STUDIO acquisition. From the perspective of ITV and its shareholders, time is working to the company's advantage, driving up its valuation, increasing interest in a take

One more thing regarding the potential transaction with SKY. It will require approval by the ITV General Meeting of Shareholders. From my perspective, I won't be the only one who finds the £1.6 billion valuation too low. My vote may not mean much, but a group of my friends share the same opinion. As of today, that's just over 4 million votes AGAINST the sale of the company's assets, without taking into account upcoming cash flows and the effects of several years of restructuring and investment. And I guarantee that this time we will all exercise our right to vote. The realistic valuation, taking into account upcoming cash flows (excluding potential profits from the gaming business within ITVX), should start at £2.5 billion today, adding an appropriate premium for shareholders – the higher the chance that the buyer will have influence over the subsequent sale of STUDIO. That's all for SKY and Comcast.

Crying, troll discussion, and still heated old topics. Like stupid children. Nothing interesting has happened for at least a few weeks.

In the meantime, we had some expected news regarding broadcasting rights or the expansion of ITV's operations. And that was the only thing worth noting or sharing with other investors. Rest - just idiotic discussion.

And what's happened important within a couple weeks: *The Warner Bros. Discovery case has been resolved, demonstrating the inadequacy of ITV's current valuation to market realities. Comcast and SKY are still in talks, which means ITV doesn't want to sell yourself cheaply, and as we know, potential buyers have a lot to lose. *The market is seeing upward valuations of the sector, based both on earnings and ongoing capital reallocation. If someone can't do math and compare valuations across different markets, doesn't read sector recommendations appearing on the market, and on top of that, reads the nonsense comments of trolls and those provoking them, and after that buys or sells ITV shares based on these opinions, then (no offense) to me they are so stupid as those trolls. Investing in shares isn't roulette.

And one more thing: I won't reiterate my arguments as to why it's worth accumulating and holding these shares, or why is this independent of the Comcast takeover. For me, the proposed price of £1.6 billion is rock bottom. Another argument for this has just arrived: ITVX in its gambling profile, has a chance of generating at least 40% of its revenue in six months. CONCLUSION - A potential transaction should take place at the time of the British GDP recovery, after the World Cup in the US, and at least six months after the full launch of gambling operations, so that potential profits can be estimated.

For now, as always, I recommend patience, common sense, and stock accumulation. And I advise filling the FILTERS, because discussing nothing is simply pathetic.

All the best for the real long term ITV shareholders

Once again, I repeat, why bother with trolls? Statements from the mentally ill should be FILTERED.

It's the end of January 2026. As for ITV, the next three months will likely feature better-than-expected annual financial results, the announcement of another dividend of at least 3.3 pence per share (that's over 4% at today's close of 81.45 pence per share and the Bank of England's annual interest rate of 3.75%, which will likely fall by 0.25-0.50 percentage points during this period), the likely opening of a new channel of significant revenue based on gambling revenue, increased advertising funding (observed based on other companies in the sector), and the upcoming boom due to the FIFA World Cup (which will likely take place without major disruptions, as Trump may shout, but he's aware of the costs of a potential boycott to the economy and US prestige). In addition, the probable SKY transaction (though, in my opinion, the later the better, and in accordance with the principle that "you don't sell the chicken that lays the golden eggs"), regardless of its final form (or ITV's possible withdrawal from it), has already significantly increased investor awareness of ITV's real valuation (and the fact that it will happen sooner rather than later, which would mean at least a doubling of the current share price). In the background of the next three months, we have an unpredictable Trump, the conflict in Ukraine (which, as time passes, will work to Putin's disadvantage), and Iran, Venezuela, and Cuba, where the regimes will take a beating and the US will consolidate its influence. Regarding Greenland, nothing will happen except constant political pressure from Trump. However, the reactions of the EU and NATO allies indicate that anything other than scaremongering would be painful for the American economy, and Trump won't risk that. In summary. As for the ITV price, we should remain at a valuation of £0.80-£1.20 at the end of April, and of course, the upcoming dividend will factor in. Better-than-expected annual results, along with good forecasts for the current year (which won't be difficult), and potential takeover interest, will mean an increase in the LSE valuation to above £1 (where we should finally at least break the £1.20 level seen when we first invested in ITVX). However, as always, until we see a concrete share price, these will only be projections. So let's be patient, stop arguing with trolls, and continue accumulating ITV shares as much as we can afford.

All the best for the real long term ITV shareholders.

So I'm eagerly awaiting the 50 pence, or rather 30 pence, predicted by the russian troll. I'll leave aside the bankruptcy issue, because I think he was talking about that when he wrote about the ITV share price dropping to zero.

Everyone else I advise to take advantage of the buying opportunity. My financial situation won't allow it for another month.

All the best for the real long term ITV shareholders. Patience is a key of the success.

The awakening will be costly.

Whether it's for speculative players trying to cash in on shorts, pick-ups trying to snag a few percent for a McDonald's sandwich as they looking for potential price peaks or troughs in ITV shares, or for the born pessimists, naysayers, and the trolls here. They all share a common denominator: a lack of relativism and a failure to separate their own emotions toward past financial losses or specific ITV board members from ITV's current and projected financial situation and macroeconomic phenomena that have a real impact on ITV's share price.

Personally, I don't give a damn about the financial losses suffered by trolls. I only feel sorry for small investors, because while the best lesson is personal losses, many of them will be unable to rebuild their capital or will end up like the trolls here. If we judge our stock investments by a narrow group of companies generating the highest profits, it will always be a series of errors. It's worth comparing your portfolio with the average of several years of indices. And not the FTSE 100, where the structure distorts the picture, but those based on the largest possible group of companies, showing more realistic rates of return. When evaluating dividend-paying companies, it's also worth remembering something called the "time value of money," i.e., the impact of reinvestment on the real level of return on investment. This is something our trolls will never tell you, just as they always forget to mention the total dividends paid. For ITV, this simple sum of dividends from recent years raises its share price forecast from 50 pence to 30 pence... (though we're also remembering those who talk about bankruptcy). In my case, this simple rule, together with systematic investment of new funds, allowed me to reduce the average purchase price from 110 to 66 pence per share. And I'm not the only one here.

79.15 pence, 930k volume – not much, but as you can see, stupidity doesn't hurt, and people still haven't learned their lesson from the past. And then we have a proliferation of trolls on this forum, nursing their sick minds, sore from financial losses. In the end, it's always easiest to find someone to blame around you, not in your own stupidity. And just think of the positive side of the current turmoil, because we should expect a faster response from the monetary authorities. With interest rates at 3.75%, ITV is already attractive to many shareholders. What will happen when interest rates will drop to 3% at the end of the year? Only people like Tomalley seem to believe in a boycott of the FIFA World Cup. I advise others to engage their thinking and consider the consequences of such a final outcome for the Trump administration. After all, the USA is not the only organizer of these championships. Fear has wide eyes, and the Trump administration's options are becoming increasingly limited.

10 million people watching live this dating show ... ? Why not.... and ITV will be the talk of the town in America. And to give you a sense of scale, those 10 million viewers aren't a lot for the USA.

How would that impact potential investors?

I'm waiting for the first release...

"The moon doesn't care for barking dogs".

And this is the entire summary of a dozen or so filtered posts from the entire weekend and today.

Soon, our trolls will definitely be surprised, although it will probably then turn out that they've invested all their millions of pounds in ITV. But who cares? Who will read about this except a few people who, I suspect, have ego issues at times? And that's so easily remedied by using FILTERS. So, give it a rest, chill out, and continue the discussion at a level where you won't be boring and won't be cluttering up this forum. Because you can do it, and I'm not the only one who appreciates some of yours posts.

All the best for the real long term ITV shareholders. Patience is a key of the success.

If you're a troll, if you're a speculator looking for a quick profit, if you're a casual investor: JUST LEAVE THIS FORUM. Sell your ITV shares if you own them. Then forget it, because you don't understand why you came here, you don't understand this company, you don't understand this business. It will save you stress and save us all from listening to the nonsense or complaints you share. Go and make money elsewhere, in a market you think you understand. GOOD LUCK.

All the best for the real ITV long term shareholders. Patience is a key of the success.

Redcain. It's the weekend. Get some rest. Don't irritate the Russian troll. The trolls here have enough problems of their own... You know: Syria, Venezuela, now Iran again... On top of that, Trump and Europe are slowly cleaning up oil shipments, and Ukraine is destroying their petrochemical industry, maybe slowly but surely... Don't throw ITV into the mix. Poor troll with an empty wallet, and in the background the knowledge that he once again stood on the wrong side of the barricade and stuck his axxxxss out. And on top of that, others are making money, or at least not losing money.