Member Info for Pogo001

No prob BigEgo

Personally, I value your posts and appreciate you sharing your knowledge. And I'm not forcing anyone to make my own judgments. The important thing is that we share similar views on ITV.

I'm betting that the any selling order of 200,000 ITV shares which would be put up for sell by any small player at 81.50 pence (currently 80.55) would be met with a swift response. The shares would quickly disappear into the deep pockets of a large player, who is currently allowing—and perhaps even creating this game by painstakingly collecting ITV shares. I'd love to see the market reaction and encourage you to test my theory. Me myself value my 540,150 ITV shares much more than a paltry 81p, but the rich trolls here...??

From the perspective of transactions under £10,000, all the current deals aimed at catching local price peaks or troughs are only welcomed by the Tax Office, which collects 0.5% of each purchase. Of course, believing in miracles can bring results and allow you to earn money for dinner at McDonald's. So I encourage you... The greater the greed now, the greater the pain later, and above all, the more ITV shares will be acquired by powerful hands.

No comments.

Real ITV shareholders should use FILTERS and be patience.

Have a nice day.

https://ibb.co/mVZHRW1v

Robs60

I read this post. I understand what are you talking about, but still a company name never be a reson for buyout.

We should stop specaulation about ITV ans SKY and anything else. It's just a time to wait for a Warner Bros Discovery deal end. Don't worry. ITV is on the table in the "menu" for a lot of companies.The most important thing now is to complete that transaction. The outcome of this transaction holds the cards in the media, advertising, and professional streaming markets. The direct valuation of ITV as a whole and its individual components depends on who, what, and for how much will finished this transaction. The determination of potential buyers to acquire ITV, even the part they don't officially need, also depends on its completion and results. This transaction will determine the upcoming moves of the winners, losers, and even those of other market participants who are only officially just observing it, across the entire market, both in the US and Europe. Because this is where the strongest players operate and made a money. Therefore, an ITV valuation of £5 billion or £10 billion is irrelevant. What matters is what can be achieved as a result of this acquisition, including by blocking the competition. I repeat this once again: let's just be patient. If you've been a shareholder of ITV for several years, what do the next few weeks or even months mean? Regarding ADVFV, I have my own opinion. The trolling ground is larger than the one here, although our trolls are active there too.

No offense, but acquiring a company simply because it has a similar name sounds a bit ridiculous. Regarding Apple and ITV, there are certainly many areas of synergy that would justify the purchase. However, none of us are in the heads of the people running this business, who are building long-term development strategies, defining expansion directions and market-wide forecasts, and are accountable to their own shareholders. That's why, whether it's SKY, Netflix, Apple, or anyone else, it's so difficult to predict ITV's future in this regard. I have no doubt, however, that it will happen, and time is currently working in ITV's favor, building its ever-increasing valuation. For now, considering the acquisition, the media business based on linear television seems like a significant burden for ITV. However, upcoming regulatory changes and the coming years in the advertising market seem promising in this regard. On the one hand, spinning off and selling this part of ITV today could be considered an advantage, but on the other, it could actually be a mistake, if only because of the current undervaluation, which doesn't include upcoming profits. As an ITV shareholder, I'm not interested in breaking up ITV at all costs, but rather in restoring its real market value, based on the achieved and projected profits for a company that performs well in the market. This is complemented by a regularly paid dividend and the assurance that the Management Board is doing a good job. I believe that the next two to three years should prove ITV shareholders right. The buzz surrounding this industry is growing, and it's also attracting increasing interest in ITV. More spectacular results are unlikely to be long in coming. The share price performance and trading volume seem to confirm that, unlike in 2022 and 2023, ITV shares are in capable hands.

The people who bark the most are trolls and losers, who have nothing to offer, no money or capital to invest, no ITV shares, without positive vision and knowledge and who are only filled with bile and envy. And we, ITV shareholders, simply do our job, accumulate ITV shares, enjoy dividends, and calmly wait for the market to reward our calm and patience.

It's always nice to see them issue stop orders, regardless of the direction of movement. And then you get a pain in the a.. ss and cry about the losses you suffer because of your own stupidity.

13:50 ,.., volume 860k

ITV AdVentures Invest, the broadcaster's "Media for Equity" programme launched in 2021, holds minority stakes in a diverse portfolio of early-stage digital and direct-to-consumer businesses.

The companies currently in the ITV AdVentures portfolio include:

The Body Coach (fitness app, invested Dec 2025)

ufurnish.com (online furniture marketplace, invested Jan 2025)

mynestegg (pension & stocks and shares ISA platform, invested Jan 2025)

Tryp.com (personalised travel platform, invested Jan 2025)

Strike (trading as online estate agent Purplebricks, invested May 2024)

THIS (plant-based meat business, invested Sep 2023)

Strike (trading as online estate agent Purplebricks, invested May 2024)

THIS (plant-based meat business, invested Sep 2023)

Flarin (pain relief brand, invested Aug 2023)

PitPat (pet health and wellness tech, invested May 2023)

Resi (architectural tech company, invested Mar 2023)

Carwow (online car buying marketplace)

Feel (wellness/nutritional supplements brand)

Feel (wellness/nutritional supplements brand)

Spoke (online menswear brand)

what3words (location app)

ismybillfair (household bills saving platform, an early investment)

Through this programme, ITV takes a minority equity stake in these companies in return for providing advertising inventory across its market-leading channels and the streaming service ITVX.

Ups..

Closing price that's obvious 82.25 (not 82.55) pence.

A typing error, but my entire calculation is based on the correct settlement at of 82.25 pence per ITV share.

Regarding the nonsense our trolls are spouting yet again regarding losses incurred on investing in ITV shares, below is my own summary for 2025.

31/12/2024: 423300 ITV shares, spend: £285086

Total Divi included: £60320 

Closing 2024 year price 73.60p

ITV Portfolio valuation: £311548.80 (plus about £50 cash)

31/12/2025: 540150 ITV shares, spend: £358004

Total Divi included: £85270.50

Closing 2025 year price 82.55p

ITV Portfolio valuation: (plus about £40 cash)

CHANGE 24'-25':    

+116850 shares ITV

2025 New Cash Investment: £47860 (circa)

Total Spend: £72918 (£24950.5 from divi) 

Change in Valuation (new cash not included): + £84865

Change in Valuation (full): + £132725

Let everyone judge whether an annual return of over 29.7% on capital (excluding new investments) for 2025 is a good or bad result. I should add that the previous year, 2024, yielded a similar rate of return of around 27%, including dividends. This allowed me to average the purchase price of ITV shares and achieve a positive result of several percent in portfolio valuation over the invested capital. When we span our investment horizon over several years, occasionally being in the red is normal and justified. I don't feel great about it at the time, but I fully accept it, try to take advantage of opportunities, and ultimately, I simply don't care. As long as the investment meets the boundary conditions and isn't at risk, time is my ally, allowing me to maximize the value of my portfolio. And so it is with ITV. To sum up, I am satisfied. Over the past few years I've seamlessly transferred all my investment capital into a portfolio as I chose and build, which is now generates profits, and, moreover, has a potential rate of return several times greater than the entire invested equity.

I'm also pleased that the 2025 closing price for ITV shares is within the price estimated on the level I predicted as an acceptable settlement and opening price for 2026 for large institutional shareholders. Now let's wait until January 8th, until the final decisions regarding Warner Bros. Discovery are made. Then let's sit back and relax, because things are going to get interesting. When it comes to 2026 and ITV, I think things will be happening nice and interesting all year long, and the return on capital, at least in my case, will exceed several times that of the last two years.

All the best for the real long term ITV shareholders. Happy New Year 2026.

Robs60

Trusting automatically generated reports is like trusting a fake AI. Ultimately, there are no responsible parties, and, as always, the investor bears the consequences. And it's not about the creator's intentions or the honesty of the person providing them. When it comes to SimplyWalls, you need to be aware of how and on what data these reports are created. Generally, the only thing you can't fault here are the reports based on technical analysis. These are generated automatically based on the company's current quotations. Another issue is the trust we have in such an inherently partial analysis (because the stock price on which the analysis is based doesn't include, for example, the value of dividends paid). Each such report should only be a guide to our own opinion, based on our knowledge and experience, understanding the nuances of market operation, and predicting the effects of specific actions. Social psychology combined with discipline – it's not without reason that the best investing results are achieved by people with military, mathematical, and psychological education. Relying on technical signals or other people's opinions sooner or later leads to financial failure. Even the greats make mistakes, although their costs, thanks to the scale of their operations, are in most cases acceptable over time and realistically factored into the risk. Sometimes they don't tell the whole truth to achieve their financial goals, which is always important to remember. Small and medium-sized investors typically lack the financial resources to smoothly finance losses and rebuild capital. The psychological toll this takes is evident in our troll Tomalley and the successive egos represented in all his accounts. The conclusion is that trust in other people's advice and knowledge should be limited, and investment control should be based on one's own financial, knowledge and psychological limitations. That is why it is so important to build our own limits in advance, so that stupidity and greed do not reduce us to Tomalley's position.

BigEgo, exactly.

As we are talking about the ITV fair value generated by simplywallst, it's simply ridiculous. All available valuation models suggest a current fair value for ITV shares ranging from around £1.3 to £2.3 (some of the most radical and future- expansive ones show valuations above £2.9). As we know, mostly purely financial models don't factor in forecasts of current or future profits, or the possibility of a takeover of a given company. Simplywallst is a typical example of a portal for idiots; it uses only available data and generates conclusions automatically.

Incidentally, the fair value for Warner Bros. Discovery shares was estimated at between $3.5 and $6. Today's share price is $30, while at the beginning of 2025, it hovered around $8. This 30 USD is the truth and life, where on the other side we have the truth and estimates value generated by automated systems or brokers like J.P. Morgan.

In the case of ITV, for several years now, an atmosphere of fear, disbelief, and general discouragement of investing in this company and the entire sector has been fostered in the market and among City analysts. Forecasts that lower future profits, overestimate risks, and call for reductions in ITV shareholdings have been standard practice for years, serving to devalue the shares. I won't delve into whether this stems solely from previous personal animosity towards Carolyn McCall and her current policy of staying out of the City's backsides, or from something more. Despite all this, after the initial sell-off, since at least March 2023, a systematic buyout of shares from small shareholders has been underway, quietly and calmly, based on dispersed portfolios. Thanks to market-generated fear and short-selling policies, all of this happened with ITV's market valuation lower than its assets. I won't cry foul, as I benefited from it myself. As everyone should know, the stock exchange is no place for idiots, and big money requires large investments made quietly, calmly, and quietly ..... until it comes time to cash them in.

Merry Christmas and a Happy New Year 2026 for all ITV shareholders.

Thanks for the intelligent, balanced, and sometimes funny comments on ITV forum. Let's welcome another coming year with optimism. After all, this past year wasn't bad for us either. And the trolls, well, keep your diapers at the ready.

It's the fault of the British, of all those in power, that, in freeing themselves from a corrupt, ossified Europe, they failed to achieve the necessary political and economic renewal. Let's not blame Brexit. It became a wasted opportunity, freeing us from European bureaucracy. However, bureaucracy, theft, and acting against one's own people solely for financial gain or to prove a point—well, in the British version, all of this seems even more rotten today than the ones from Brussels.

Redcain

Shouting over the trolls is pointless. As a same like any discussion. Use FILTERS. The answer to their nonsense is simple numbers. As I wrote: ITV settlement for 2024: 73.60 pence. Today, that's about 83 pence, plus 5 pence in dividend payments, which, by reinvesting in ITV shares, automatically increased the annual valuation of a portfolio based on ITV shares. So whether this 14-15 pence profit today (or about 20% annually) is a lot or not for me and you, everyone should judge it for themselves by comparing the change in their own investment portfolio over this period. And remember that at the end of 2024 the FTSE250 index was 20,662, and the FTSE100 was 8,173. So, in reality, only the FTSE100 delivered a similar rate of return to ITV. However, the index's growth is due to a few of the largest companies, which have a decisive influence on its value. In reality, most of the entire market remains stagnant or is suffering losses. It is against this backdrop that ITV should be assessed, looking in to past as for 2025 year, but also realistically in to the future on to 2026, when the company has practically guaranteed profit growth thanks to sporting events. Fu**k the trolls, live with a bright future of your portfolio.

"The actual supply generated by the market is currently less than 1 million shares."

I am talking about a real shares sold -bought on each standard day, without pre-arranged transactions, multiple purchase and sale transactions of the same shares repeatedly flowing through the transaction market, or transactions generated at 4.35 p.m. This is for those unfamiliar with my reasoning.

Ending 2024 year ;)

Let's also remember that a year ago at this time, ITV shares were trading in a range of 71.5-74 pence (ending 2025 year at 73.60 pence). So, taking into account the 5 pence dividend, there's nothing to complain about today's ITV share price of around 83 pence. That's around 14-15 pence per share, plus profits from the reinvestment , which all is certainly over 19-20% for an active, long-term ITV investor. The future looks promising, especially since the end of the armed conflict in Ukraine isn't yet reflected in the share prices of mid-cap companies like ITV. But no troll here will tell you that.

The fluctuations in the ITV share price are in line with expectations. Our small speculators playing short will be forced to close their positions, mostly at a loss. Unless someone takes the risk of holding them realistically until the beginning of the new year, bearing the risk and costs of servicing them. The actual supply generated by the market is currently less than 1 million shares. The 83-85 share price for settlement in 2025 remains entirely valid. As usual, arguing with trolls is pointless. No external opinions or links posted here will convince anyone anymore. Press opinions are largely biased, expressing fear of a large and powerful player entering the market as a result of the ITV takeover. However, changes are inevitable, and I'm betting that this offer will bring significant changes to the BBC and Channel 4. In any case, we await decisions and resolutions. Time is on the clock for ITV. 2026 is a year of projected growth in advertising profits by at least 20-30%, and in terms of content generated by STUDIO by another 10-15%. This MUST automatically translate into share valuation, with the dividend being paid as early as April (but the period for determining the amount and issue date is mid-March 2026).

All the best for the real long term ITV shareholders.

Patience is the key to the success.