Member Info for Pogo001

BigEgo

If this happens, it will be a "cold shower" for the largest American corporations in this sector. A deal with the Saudi Arabia Fund regarding the rights to use certain content might seem interesting as a leftward shift made by producers in last 10 years (for example, the new version of "The Snow Queen") would be nothing and could prove to stay just a small step on the tip of the iceberg in terms of political censorship in the future However, in the coming years, it means above all that an ideologically free, independent context, and therefore its largest suppliers, will become increasingly desirable and better valued in market transactions. A valuation of $70 billion, not $60 billion (or even lower before, blocked not accepted and pushed to the top by the Warner Bros), speaks for itself, and as such, in my opinion, should be taken into account when valuing ITV and Studio. If the Arabs acquire WB, does this mean that ITV will become more attractive to Netflix, YouTube, Comcast, and others? I think so, because a small quarrel between Trump or anyone else in power in the US and Saudi Arabia could suddenly prove very painful for this sector. Therefore, having a homegrown context and financial control over its producers will be increasingly valued by the market. We'll wait and see. In this case, time and current events favor ITV's valuation.

WizzUp

You know exactly what I mean. It's easy to prove me wrong. Following this forum, and not just this one, I constantly encounter people making millions on every transaction. And yet, they have no clue about the market, just dreaming about money. So... you can do that by improving your credibility... but of course, you don't have to. And no offense. I assume you're an adult, so you know how it works.I don't believe in your hundreds of thousands of pounds invested in Wizz Air, nor in any of your transactions. You're trying to impress everyone here like a little child. I also have a low opinion of your knowledge of the subject and the capital market itself. That's all.

I have nothing against investing in Wizz Air. I just think that at this point, it's too hasty a decision, burdened with too much risk, and forcing us to treat every investment in long-term terms, which further increases the risk. It's much more prudent to wait another 6-9 months and re-evaluate the situation. If things are going well, we can make a profit even from 1,500. However, if things go wrong, we'll avoid stress and real losses of several dozen percent on our capital.

Moreover, the number of millionaires coming forward on this forum is definitely growing... Believing in the truth is bordering on stupidity. Cheers to the "WizzUp" username. Post a screenshot of at least one transaction, because at least to me, you're turning into a ridiculous troll.

Johnbri4

Another, albeit rare, voice of reason on this forum. When the time comes, everyone who returns will earn money. Maybe less, but they will earn money. However, if Wizzair sinks, or even will drifts for years... those whose judgment has been clouded by prayer will lose out.

Winstanley

No prob, you right. , but you know that politics topic only entered this discussion because of the BBC. From ITV's perspective, it boosts our ratings, ITV valuation and the likelihood of obtaining regulatory approval for the proposed market changes. We have a look next two weeks. As I wrote before, I don't think that we can see any big move up or slide under 76 pence per share before the budget. Today's price is a good buying opportunity. Regardless of the differences in market valuation, "fair value" or the time when a possible transaction will take place, it doesn't reflect the real value of ITV, and above all, guarantees at least a 60-100% discount compared to SKY's offer. So, dividends, budget, and then I think things will move more dynamically. The New Year's holiday season is upon us, which means company managers are even more eager to receive money and bonuses. The only thing that could disrupt this, is a GOLD-BTC-AI investment bubble or American intervention in Venezuela. However, in the long term, this has no impact on the ITV share price, and time is actually favorable for its growth.

All the best for the real long term ITV shareholders

As a ra...st.

....

I've always lived in places created by Christian culture. And on its foundations, building of existence all of us. And this is regardless of how evil its adherents were and can be in the past or today. And although I'm not a believer myself, in my opinion it should remain that way, because the world trying to impose itself on us is now only black and white, not multicolored as this people trying to show. And that it brings with it even more pain, evil, misery, and violence, although at the same time, before it consumes and enslaves us, it tries to drain from us everything we have created. A newcomer, an immigrant, must accept our rights and live in accordance with them. If they believe otherwise, they should not have the right to live among us. Equality and freedom do not mean disregard for history, science, or the place we have chosen as our new home. People have the right to express their concerns, and the BBC should protect the right to life of the citizens of this country, not the invaders.

lef-wing propaganda spills over into all media, into commercial productions from advertising to film and artistic programs. suddenly, one wonders whether one still lives in europe or somewhere in africa or asia. where the heroes of my childhood fairy tales suddenly turn out to be evil, degenerate, or condemnable. when the heroes of history who created, built, and protected my world actually embodied the worst traits or desires. no one will tell me that i myself have a far-right vision of the world. i was much closer to the leftist one, but above all, to living in a world that benefits from maintaining mutual balance and respect between both sides. so, if i am increasingly irritated and disgusted by the multi-media's push of colorful equality propaganda, pointing to minorities as more equal, denying history and the heroes who created it as those whose views at the time were not consistent with the bbc's current rhetoric, pretending that evil is evil but only if it concerns a specific group of people (because when we talk about the chosen ones, it either does not exist or is just an element of gray or an insignificant detail) - it means that we are really close to the bottom and maybe i really am, as the bbc claims about people like me, a ******.

Their valuation of £3.75 billion for STUDIO and £2 billion for the rest of ITV partially aligns with mine. Although from my point of view we're talking about a minimum valuation STUDIO. In any case, even their combined valuation of ITV, around £5.3-£5.8 billion, accurately demonstrates the scale of the current undervaluation of ITV shares. Therefore, a repeat of the recent several percent increases in ITV share price is highly likely in the near future. At the moment ... budget is a key for the shares price.

Winstanley

The BBC, as public television, should provide information that is pure and free from political bias. Unfortunately, this isn't the case, and it's not just a matter of the last few years, but rather of the propaganda that has been intensifying since COVID-19, which is currently reaching its peak. "Equality" propaganda is being forcefully pushed upon the entire society, and those who see its effects or simply don't identify with it are portrayed as fringe forces. In accordance with its principles, messages and information are filtered, while the significance of protests and the number of people opposing the presented ideas are diminished. And this isn't just about immediately branding some of UK citizens as the extreme fair-right wing. The attitude toward Trump and the slogans he espouses is similar here, often manipulated or unsupported by facts. The antipathy toward Faradge was not even hidden, although as public television, the BBC is obligated to present all sides of the arguments honestly and fairly. As such, it has no right to block the right to speak or censor legally operating politicians of various factions. This is the BBC's role, and based on its apolitical nature, it once earned a certain reputation. This is precisely what has fallen into ruin. And I say this not as a supporter of a particular political party, but as an observer, sadly witnessing how the BBC has become a left-wing political propaganda mouthpiece, with no sense of responsibility for the words it utters, and with management establishing its own rules while living off the taxpayer's dime.

(...)

Ultimately, the final valuation of ITV in the event of a takeover by mid-2026 should be in the range of £2.2-£2.8 per share, or above £1.5 on the LSE.

BigEgo

I agree with you regarding Carolyn's potential intentions, although I think the primary goal at the moment is to create a stir in the market (successfully, further reinforced by the BBC scandal), the aim of which is making it real and true valuation of the entire ITV business. However, I have a different opinion regarding the valuation of both ITVX (in my opinion £1.9-2.3 billion) and STUDIO (£3.7-4.2 billion). However, my valuation is for the current period, until the end of the fiscal year (taking into account the dynamics of revenue and profit growth, as well as systematically reduced debt). Individually with normal interest from financial investors, the real valuation should be in the range of £1.35-1.8 per share. This valuation does not include my estimated share price growth in 2026-2027, which investors should take into account due to the accelerated GDP growth across the British economy suggested by analysts (and its corresponding impact on advertising revenue growth, as well as for the content-producing sector), or cyclical sporting events, which have a dynamic impact on the projected advertising revenues of the entire ITV Group. In the moderate forecast for 2026-2027, this should translate into a 12-18% increase in the share market valuation. Assuming a more optimistic scenario of combined GDP growth of 3.5-4.1%, the estimates for ITV are at least 35-45%. However, these estimates do not include the current impact of the SKY offer, any potential offers for STUDIO, or the bidding war from potential competitors in the race to acquire ITV's assets, which I believe is inevitable. Regardless of how the SKY offer develops, within the near term (2-3 months), ITV's market valuation should exceed £5 billion, or £1.30 per share and still under the real value. In the event of a takeover, a seller's premium should also be added to ITV's value. I expect, depending on the number of interested parties and the settlement method, a seller's premium of 25 to 60% of the base valuation, taking into account forecasts for the next two years. Generally, such a valuation of ITV's assets will be in line with or slightly exceed the current "FAIR VALUE" estimates of £2.20-2.90 per share. And finally, what I've been repeating for at least a year: Time is working in shareholders' favor, building a systematic increase in ITV's value. Although this hasn't had a significant impact on the company's share price so far, this period is now behind us.

The above opinion may, of course, seem exaggerated. However, from my perspective, it is realistic and largely aligns with the assumptions I made in 2022-2023, which I described earlier, both regarding growth forecasts and the valuation of ITV's assets. We will never predict the full impact of the macroeconomic environment, but the basic framework of my predictions has been maintained, and I have used the lower-than-forecasted average market price to more effectively accumulate ITV shares.

Jim800

👏👏👏👏

and people who are love UK, feeling & proud be British are treated by BBC as UK far-right

Ups....

I bought / sold Wizzair shares over 10 times in 2023/24 (not 24/25)

YesIam

ITV share price at the level £2 it's my predictions up to 6 months. On the price 80 pence I have a nice profits including over £85k divi paid.

I bought / sold Wizzair shares over 10 times in 2024/2025. I always invested £10k-20k, one time lost about £2k, but totally I made over £12.5k profits. I not investing in shorts as a first rule.

Years ago I invested more risky investing in derivatives on the stock and currency markets. Now I sometimes dabble in currency pairs, just to stay in the know but not really committing more than £1,000. Over the last 24 months, I've earned around £1.500. Generally, with age, I've come to value peace of mind, limiting investment risk and the number of moves buy/sell as these increase costs and generate losses. Patience, knowledge, macroeconomics, strategy and adherence to dogmas or resolutions over the emotions.

YesIam

At the moment up to over £2 my primary investment is ITV.

I observe full market and especially about 20 shares with potential chances for a good profits in the future. It's not about "to be or not to be" a fan of any shares.

OTCDS2023

I'll say something unpopular. I believe that from the perspective of reducing the budget deficit, stimulating growth and consumption, increasing private investment, and generally improving the UK's macroeconomic situation, a potential 1-2 percent increase in income tax rates and a further several-year freeze on tax thresholds are better than the likely increase in VAT, its extension to a wider range of products, changes to its categories, additional secondary inheritance taxation (or the issue of inheriting agricultural land), a reduction in ISAs, and other foolish proposals that conceal the increased scale of secondary taxation on the income of working people (not lazy people living off the system) and directly impact the finances of private enterprises. In addition, as usual, there is nothing about cutting social costs (cutting off illegal immigrants and people who came to the UK illegally and acquired legal status from all subsidies would save between 3 and 8 billion pounds (because it's not only free living and housing, but also subsidies to the NHS and the inefficient housing system). In addition, we need cuts in NHS subsidies and a real reform of the entire system, allowing private capital and competition in the entire range of current services. Let's take the example of Slovakia or the Czech Republic, where the system operates practically without subsidies, the waiting lists have practically disappeared (cataract removal surgery is practically immediate, instead of a 2-year waiting period... for an assessment of the condition, etc.). In general, again, talk about stimulating growth, and it will end up in a political fight for the survival of the Labour Party. However, if they want to survive, the only chance is to stimulate growth and reduce inflation. And here, without cutting spending and increasing the tax burden, nothing can be done. A stupid attitude, because after all, if it were possible, in an election year, you can even go back to the previous income tax rates, catching the voters' votes.

I understand that my comments contradict the expectations of many here who have a long-term financial stake in Wizzair shares. I haven't invested in Wizzair for over a year – neither by buying/selling Wizzair shares nor indirectly trading short positions. I believe this gives me the opportunity to more realistically and without wishful thinking about the market valuation of these shares and potential risks. Like everyone else, I made mistakes, as every calculation is based on forecasts and predictions regarding specific shares and macroeconomic risks. And this is something that must always be taken into account. This is what life and over 30 years of presence, not only on the British capital market, have taught me. This is also my higher education and way of assessing reality. When thinking about Wizzair, I try to assess the reality, not declarations or forecasts. Unfortunately, this company has painfully taught all observers, and especially investors, that declarations and reality are two separate realities. On the other hand, I'm here commenting because I see hidden potential and know that if the time comes, it has the potential to yield solid profits. If not, it's better to stay out of the market than risk losses. My innate pessimism is more of a realism, forcing me to assess risk and protect capital, rather than trying to buck the trend and achieve profits at all costs, without calculating potential risks and losses. And I recommend this approach to investing, not just in Wizzair shares.

Hello real long term ITV shareholders.

All the best.

It's only 11 days until the payment date.

🤒😎😀🤒😀😎🤒😎😀🤒😎😀🤒😀😎

GOLD - BTC - AI and Budget plus Venezuela as another threats. It's look like next 2 weeks will be funny & interesting.

Potential support levels are GOLD: $3,500-3,600, BTC $82,000 (to $72,000 in pessimistic scenario), AI stock: Tesla $260, NVIDIA $120, Palantir $110, META $440, Amazon $170, Intel $25, or AMD $160 So all above looks interesting. US intervention in Venezuela would increase oil prices by approximately 3-8%, depending on the scale and duration. The Budget and its impact on the shares price: I think that is possible to see a 5% or -5% change in the FTSE index over a 2-3 week period (unless other factors overlap).

What's about Wizzair shares price? Further financial data confirming the improved financial situation is needed, and above all, cost cutting and at least stabilizing revenues at the current level. This will be quite difficult and a significant challenge in the last quarter of 2025 and the first quarter of 2026. Due to external threats, my forecast for the annual closing price in the range of 900-1050 pence remains valid, with a strong chance of a temporary deepening of the 12-month lows to 800-900 pence.

GOLD - BTC - AI and Budget plus Venezuela as another threats. It's look like next 2 weeks will be funny & interesting.

Any speculation about ITV future will help to protect the share price from further declines and become an opportunity to buy cheaply. Potential support levels are GOLD: $3,500-3,600, BTC $82,000 (to $72,000 in pessimistic scenario), AI stock: Tesla $260, NVIDIA $120, Palantir $110, META $440, Amazon $170, Intel $25, or AMD $160 So all above looks interesting. US intervention in Venezuela would increase oil prices by approximately 3-8%, depending on the scale and duration. The Budget and its impact on the shares price: I think that is possible to see a 5% or -5% change in the FTSE index over a 2-3 week period (unless other factors overlap). These are forecasts based on real threats, not speculation about the future of ITV.