Member Info for Pogo001

About 9 million shares in 5 minutes. More shifts within one player's investment portfolios, or actual share purchases? In any case, at 82.5p, it looks promising for ITV share price growth.

I don't want to be mean, but....

😂😂😂

All the best for the Wizzair share holders, dreamers and shamans.

BigEgo

Wow. Thanks.

Everything seems to be falling into place here, except for the value of SKY's current offer. Logically, this offer also includes the rights to use resources and license content owned by STUDIO. These haven't been valued yet. Therefore, the starting price, as a basis for negotiations, should be at least 1.5-2 times higher, including ITV's financial obligations (amounting to over £500 million). This would still be below what Comcast was already paying and the market bid for Warner Bros. Discovery in the US. The end of the conflict in Ukraine, combined with the upcoming more dynamic GDP growth in the UK, and the upcoming sporting events – all of this should generate profits exceeding ITV's current valuation on the LSE over the next two to three years. And the increase to £1.5-2 per ITV share will occur even without SKY's participation. This offer should therefore end at at least £2.5-3 billion, and also include ITV's current debt. This will still be an attractive level for SKY, which will face much greater market challenges in the coming years due to competition from Netflix than ITV. Such a valuation would also be attractive and acceptable to shareholders, as the STUDIO itself would likely achieve a valuation of £3-3.5 billion, providing a chance to maintain its growth momentum and annual dividend payments. In any case, at this stage of negotiations, anything is possible. The British media market is and will remain attractive, so I still believe that when the time comes, a competitive offer will appear. For now, everyone is focusing on Warner Bros. Discovery. Then it will be time to compete for the British market, and indirectly, the European market.

Just don't take offense to my light sense of humor and hint of irony. The stock market isn't a dream. A would-be millionaire's awakening often ends with a change of sheets.

It's hardly surprising that the Wizzair share price is performing well, given its shareholder structure dominated by short-term and speculative capital, the relatively negative tone of recommendations issued by large brokerage houses, the financial results, and the management's policies. The end of the year is approaching. My forecast for the annual settlement of PLN 900-1050 remains valid. I wish speculators successful hunting and the full exploitation of local lows and highs.

I know I keep talking on about the size of my investment portfolio, but as I've said before: I value transparency in my transactions, and the opinions I express are likely partially rooted in my holdings. Which is understandable, and I've never hidden it. Unlike the trolls here, I don't buy at the lowest prices, nor do I sell at a price ceiling. Generally, the trolls here lead a fairytale investment life (not only when it comes to ITV shares) and it's surprising that these millionaires still have time for ordinary grey and stupid investors like us. By the way and telling the true, I don't sell ITV shares at all, and I haven't made any such transaction since I started owning them; I merely accumulate them. My profits or losses on this portfolio are theoretical until I sell. Its size also limits larger, sometimes logical, moves. The initial goal was dividends and a price level of £2.50-3.00 in 2027. So I still have some time. This portfolio size and remaining time are an advantage for me, allowing me to achieve a certain inner peace and clarity of thought, regardless of short-term price fluctuations. This is something I dedicate to every investor.

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

It's shaping up to be another boring day. Although you never know... After all, yesterday was supposed to be a slowly rally, but... it ended in a decline with prearranged transactions for over 35 million shares. Of course, "nobody probably knew anything," and the share price drifted "without a reason" downward for most of the day. This isn't important, however, as we've been experiencing a similar situation with ITV shares for years. Furthermore, the current decline in volume, primarily due to a decline in share supply (which predicts slow growth), limits the possibility for large investors to maneuver. And since it's the last month of the year, a possible takeover by SKY (which will impact the valuations of large investment portfolios) means that large block trades await us in the background, not necessarily changing the ownership of shares, but often simply changing where they're parked. It's also worth noting the 5% stake in ITV held by Liberty Global, which could theoretically appear on the market after December 20th. However, I think the situation is settled here, and even a failed takeover by SKY won't result in this stake appearing directly on the LSE. Ultimately, Liberty Global is being held accountable by its shareholders, who are generally reluctant to sell assets below their value and book losses. As usual, time will tell. For now, a correction, or at least a cooling, of the ITV share price was desirable, although I don't think we'll go below 79 pence (even if it's an attempt to extract shares from undecided investors). In my partial dividend reinvestment calculation (ISA account only), I've accepted a maximum of £100 in paper losses. I'm playing for much higher stake here and still believe that at least doubling the current ITV share price is possible. My dividend income in regular investment accounts was already invested in ITV shares two months ago, just before the dividend was awarded, after I postponed other expenses for this purpose. In any case, as of now, after purchasing and withdrawing cash, the situation is as follows:

25/11/25 ITV 536,500 shares £364,116 (ISA 176,600)

Total Divi included £85,270.50, cash £9,120.50

Total spending: £364,116 - £9,120.50 = £354,996

01/12/25 REINVESTED ISA

ITV 540,150 shares (ISA 180,250)

Total spending: £358,004

Total Divi included £85,270.50 (as reinvested)

There is over three times as many transactions as yesterday at this time, but similarly low volume. Impatient small investors, and likely short sellers, have returned to the ITV share market. An attempt to force the price down by deliberately (accidentally?) selling approximately 100,000 shares at 12:30 PM has not yet produced the desired result, which is to deepen the decline and increase the selling volume. Generally, as I mentioned, a temporary drop below 80 pence is possible, but without an increase in selling volume, it won't generate nothing more than the opportunity to repurchase same amount sold before shares from undecided investors, but without the expected profit and probably without increasing the position held in ITV shares. So, for now, the "lemon squeeze" isn't bringing the expected result. Furthermore, the low volume poses a growing risk for short sellers.

In any case, I encourage all undecided investors and our trolls to have fun, and above all, to sell their ITV shares and open short positions at +/- 80 pence or now when the price is about 82 pence.

In any case I reinvested my dividend yesterday, as I found it pointless to wait for a decline to save a few pounds in the face of the risk of a price increase. That doesn't mean that for someone investing several thousand pounds, it's not worth considering.

All the best for the real long term ITV shareholders

Ups... The dividend on my ISA account has been reinvested. Maybe not at the price I'd like to buy two weeks ago, but "you don't fight a horse." I also stick to the rule of making these transactions within a week of the dividend payment date. The short-term risk on a £3,000 investment is several dozen pounds, while long-term... I still believe we'll soon break £1.20 for ITV share. Considering that the Warner Bros. Discovery acquisition should be resolved by December 2nd (the best offer should be selected) , and SKY also has to hurry... well, there's no point in getting greedy.

Considering today's upcoming US stock market session, the start of the month, and the drop in demand after ITV broke 80 pence per share, I think a drop to this level again (or perhaps even below, to the 78-79 pence zone) seems inevitable within the next 1-3 days. A realistic cooling of technical indicators would also be advisable. Of course, the entire calculation becomes meaningless if we are surprised by any new information.

However, from the point of view of a long-term investor, this does not change anything, in accordance with the principle of ACCUMULATE when you have the chance.

All the best for the real long term ITV shareholders

BigEgo

From ITV's perspective, acquiring STV makes no economic sense. ITV aggressively entered the STV space a few months ago. Acquiring a "rotten egg" is possible at a liquidation price, but it will likely be more profitable for developers (due to STV's real estate holdings). From ITV's perspective, I see no value in STV, given its involvement in political or party connections in Scotland after this transaction, having a similar impact on ITV. And the STV share price does not reflect the acquisition costs, which would have to include significant debt in a company struggling to survive and with no chance of generating profits sufficient to finance its current operations. I understand that this topic has already been brought up here by trolls, encouraging purchases. Well, from my perspective, investing in STV shares makes no sense at all. Due to the volume, purchases of £10k-20k would have to be spread over at least a few days (combined with a significant price increase), and selling it's looking for idiots in a sucker's game (as we've seen in the past on ITV forums here and on ADVFN). For those who enjoy risk, I see a better chance of profit in roulette.

MalcolmJ

BOS, Halifax and TSB as a standard immediately after divi payment.

I plan to reinvest only at ISA account ( as I bought an extra shares just before ex-divi day and keep it

- not sell it as I planned), that means £3k still waiting for better price. Tomorrow USA stock market is not working, that's possibility up to 82-84 midday.

All the best for the real long term ITV shareholders

Divi on account. Easy over £9k.

According to my calculations, about 25% of the dividend paid should return to the market as new demand in the form of reinvestment. So we're talking about £16 million, which equates to demand for about 20 million ITV shares. Much of this demand is generated through automated reinvestment orders. This demand should be fulfilled today, or at most, within 2-3 hours of market open tomorrow. Generally, the reinvested dividend will have little impact on the market tomorrow. For many investors, 80 pence per ITV share is the maximum reinvestment price at the current risk level. As I mentioned, we'll see what market reaction tomorrow's budget triggers.

All the best for the real ITV long term shareholders.

In my opinion, today's price action is a pre-budget raise, intended to limit potential downside. If the budget is negative, it will limit the decline (on a scale up to Friday) at around 75.50-76.50 pence. A positive scenario (without new information about SKY) would see resistance at around 82-84 pence. Overall, I think that without external information, we'll see the ITV share market grinding in the 77-84 pence range, or if the budget is negatively perceived, 75.50-82 pence. The market is mindful of the potential supply of 190 million shares from Livery Global, and this is holding back the growth of ITV's share price.

Tomorrow payment day :)

Will reinvest after budget market' reaction on Wednesday.

All the best for the real long term ITV shareholders

Bobbins2

I'm returning to Wizz Air because I see real potential. But not today or tomorrow, because no one has truly solved or is trying to solve the past and potential problems that still weigh on it. Most of them are related to poor management, incorrect development strategy, and investment levels. This stems directly from the development vision being developed by the current management. And this vision is not supported by long-term institutional investors. Looking through the prism of Trump's policies (and likely those of his successors), China, and the Middle East, the coming times do not inspire a positive and pro-investment outlook. Climate change and its exponentially growing impact on human life remain underestimated, especially when we consider the next 10 years.Policy, no matter how you look at it or how you evaluate its main trends or representatives, is only a response to what's coming. No one here intends to scare anyone, but understanding that politicians will never tell us the truth, even though they have the power and they have a knowledge to determine its immediate consequences, should also determine our investment choices. That's why I've been saying for years that Wizzair is an excellent company for short-term investments or speculation, but I would never entrust it with my pension fund. Looking through rose-tinted glasses, so popular on this discussion group, is deceptive. Especially when you realize that many here are usually trolls or liars, investing contrary to their words. Wizzair has the potential to generate profits not only for its management but also for its shareholders.However, I doubt this is possible on a scale many here consider justified. I also don't believe it's possible under the current management, where the required shock to change is only possible in the event of a stock price collapse or political changes in Hungary. Because political pressure and connections are something some investors clearly underestimate. If this changes, I think we have a chance of seeing the share price return to 20-25 pounds. Everything above that depends on how the conflict in Ukraine is resolved, which has a direct impact on European and global security, including in the context of the upcoming armed conflict between China, Taiwan, and the US. The current geopolitical situation doesn't favor investing in commercial airlines with a return horizon of a dozen or so years. It's better to accept that.

You'd have to be an idiot to think and say that the war in Ukraine will end on Russia's terms, which would effectively mean the collapse of Ukraine, the seizure of its lands, and another escalating conflict with Ukraine and also in Eastern Europe in the coming years.

You'd have to be an idiot not to understand the political consequences of such a solution. You'd have to be an idiot to allow investing in any stock to cloud common sense.

You'd have to be an idiot to believe that all of Wizzair's problems will end positively with any solution other than Russia's collapse. Even in such a case you need to understand that there won't be a sudden technical opportunity for traffic growth, which will be limited for at least the next 3-5 years by both ongoing repairs and the availability of new aircraft. Therefore, for Wizzair, maintaining its current revenue and profit levels will be a success over the next 2-3 years. This is why the growth forecasts and recommendations for Wizzair shares are emerging and so careful.

You'd have to be an idiot not to understand that the end of the conflict, rather than Russia's collapse, means that the aviation industry will be focused on military production in the coming years. The risk of another conflict will increase, which will limit both the inflow of capital to commercial airlines, their overall transport capacity, and the willingness (and financial capacity) of the population to travel.

You'd have to be an idiot to ignore reality when investing, allowing this investment to obscure our view of the entire market. In the case of Wizzair, the problems lie directly within the company itself, while the external situation today further determines their slim chance of a positive resolution.

Enjoy the moment and take advantage of speculative profits. Falling into madness will be costly.

🔇🙏

Winstanley

Be quite, please.

Fuk, up to Wednesday. !!!

Catching price drops isn't just the domain of local Wizzair enthusiasts. A lack of understanding of the current macroeconomic situation, as well as a disdain for the conclusions drawn from analysts and brokers, may soon become, once again, a painful setback in learning how to invest in stocks.