Member Info for Pogo001

I'm still thinking that Malone secured a 5% stake sale that's already been floated by the market. Everything between the lines is too visible.. Money is made in silence, especially when it comes to Malone and any personnal and financial agreements that were finalized. I don't want to speculate or repeat rumors or gossip that have reached my ears. Regarding the ITV shares remaining in Liberty Global's hands, I believe the cards have also been dealt. The only question is the price that interested parties, those who are here besides SKY, and those interested in Studio, will be willing to pay. It's also important to remember that selling these assets too low by Liberty Global would force the board to answer to its shareholders. And the transaction that has already taken place, if ITV's valuation reaches the level we think it will, will likely force the Liberty Global board to reveal at least some of its behind-the-scenes details. As we've already discussed here, and as we suggested before Thursday, the sale of that 5% paved the way for a company split or takeover. What matters now is the size of the bids and the buyers' determination. I'm not worried about ITV's management, and especially Dame. She's a successful woman, and as such, she'll leave ITV upon retirement. And she won't sell her skin for a pittance. This was evident from earlier offers valuing ITV at around £3 billion, and from the treatment of those seeking easy money here. Dame also guarantees a price of at least £2. Let's add that, realistically looking at profit forecasts and only as a conservative option, this valuation should be easily achieved with a stable 1.5% GDP growth in 2026. According to financial analysts, this growth should translate into at least 5% of advertising revenue. When we think about ITV, looking at the event calendar, this could mean a 7-10% growth rate. So, I advise you to carefully estimate ITV's valuation, based on operating profits, for example. As for the future, I think we'll reach the £1 mark relatively quickly. Then the market will observe the results of negotiations, compare macroeconomic indicators, and we'll wait for the impatient competition to make a move. We'll wait at least six months. I also believe in regulatory approval. Resistance to US money is being tempered by Trump, who would likely treat it in his own unique style. And this government probably won't allow that. Especially since he sold Royal Mail without batting an eye. But now, let's not speculate. Let's wait for the budget. The announced lack of further burdens on businesses and the strengthening of the capital market through changes to the ISA, even in the event of an increase in income tax rates, should be well-received by the market and become a foundation for growth. I'm not a supporter of this government, but as an economist, I clearly see the source of the problems and assess the direction of possible attempts to remedy the situation. Patience is the key to success.

Yesterday's surge and close above my forecast don't change the overall picture. However, I see one positive: the volume. Now the question is whether speculative investors, who I estimate have purchased around 250,000-350,000 Wizzair shares, will be able to drive the share price up to or above 1050, or whether they will be flooded by another wave of selling and flee in panic, fearing a sustained decline in the Wizzair price to the 850-900 range? On the other hand, we still have situation where there are short positions, which (unlike what's happened a few months ago) didn't flee the market last Friday. I believe speculative buyers will fail. In any case, at the current price level, I would recommend that shareholders keep 50% of their funds in cash. We need to remember too, that the situation on the Gold - BTC - AI market remains unresolved, and a possible downward impulse of up to 20% on the US stock market would certainly hit Wizzair.

I don't wish financial losses on anyone. I just think that wearing rose-colored glasses is not recommended, and is downright foolish, when investing our money. I also consider that thinking beyond perspective of next three months on the Wizzair shares market is so naive.

All the best for the real Wizzair investors.

I read and read and read. Suddenly, it turns out that this group of people wrote for a long time nonsense about the value of ITV shares, sharing objective assessments of who and why is blocking the share price growth, what we ourselves are guided by in long-term investing in these shares, constantly recommending that others collect and reinvest dividends – were not so stupid and so far from the truth. That the principles of "patience" and "invest within your means" are fundamental to long-term investing. That price forecasts will always remain forecasts, that you can't beat macroeconomics or foolish politicians – and therefore, it's essential to understand the market and, above all, to accurately assess risk. That what matters most is ITV and its financial situation, and that we should draw conclusions and ignore the trolls discouraging us from investing. That we should seize the opportunity the market presents, not lament that we're buying cheap. That once again – patience, patience, patience – and that it will be appreciated in the future. So today we can say we were right. And this is regardless of the negotiations with SKY. Because the market has finally said loudly what we've all been saying for a long time: ITV has inherent, hidden, real value that cannot be ignored. A secondary issue is when a potential transaction will occur. And judging by market forecasts, the later it is, the more expensive it will be, the more you'll have to pay for the ITV acquisition. I have my price. I've written about it many times. I think £2 per share won't be excessive, although realistically, I expect there could be much more interesting shares. We have a good company in our portfolio, whose fair value has increased to the £1.5-2.8 range after its recent results. If the annual forecasts for the first two quarters of 2026 are accurate, this value will increase by another 20-30%. And today, the market is finally starting to realize this and loudly speak about. Let's keep this in mind when making a sale decision.

All the best for the real ITV long term shareholders.

Hello trolls. Let me remind you of my stupid long-term forecasts: £2-2.5 in 2026, and £2.5-3 in 2027 when I assumed in 2023/24 that I would sell ITV shares after 5 years.

Have a lovely weekend for all ITV real shareholders.

Patience.Don't trust trolls who say today is just a coincidence and we'll see the 60s pence again. A troll will always remain a troll. Check different forums and read the posts they wrote.

We are on the top.

BubbyHuxter

Ha Ha Ha

👏👏👏

I absolutely refuse to read posts on my FILTERS list. This wouldn't be difficult, after all, as all you have to do is enable "incognito" in your browser. I've adopted this policy because no logical argument will convince an idiot; on the contrary, it will be another opportunity to promote a troll drone. Incidentally, this list has recently expanded to include more accounts that contribute nothing to the discussion on this forum, emerging knights-investors-speculators, or simply pushing "the Earth is flat" theories. By nature, I don't embolden people with differing views unless I see them simply writing nonsense and lying. In any case, I can guess what our Tomaley group is writing. As always, the sh..t is surfacing, making millions. Best regards.

The end of the week is coming. From my perspective, the closer we get to today's market close, also due to what's happening with BTC and GOLD, and what awaits us the tonight for US tech companies shares market (related to the AI ​​bubble), the closer to the close, the deeper Wizzair's losses will become....

My investment in ITV it's a different story and should grow stronger up to the daily maximum price. And on that optimistic note, I wish you a successful weekend.

Stille

If you think that FILTERS will protect you from losses,..., ... stupidity really doesn't hurt.

Look at BTC at $99,800.

Another investment bubble is bursting. Real support only comes at around $75,000. If the price permanently (at least one week) drops below $90,000, we will see a capital outflow from the stock market. Companies in a similar macroeconomic and financial situation to Wizz Air will pay a heavy price for this.

When you are listening shamans:

Over 8% losses in one week, over 18% in a month. KEEP DOING

Runner2018

Ha, ha, ha. Another shaman.

In posirive scenario we finish at 955-960 today, in negative - under 950.

This is a reality, not a dreams.

Dingo1

Consider valuing the annual results and those for 2026 based on forecasts. This deal is essentially buying the future based on the average performance of the present. What about the seller's premium? Overall, good thinking. Let's wait for the budget, because I think it will allay many of the concerns of both the market and ITV.

970

WE HAVE GOT IT

😃🤒🤒🙏🙏🙏

Overall, City Muppets missed out on a great opportunity. Nothing hurts like knowing that others are making money.

MalcolmJ

No offense, and I apologize if you took it the wrong way. It was a joke. I know your opinion. We both know that Barclays isn't the only one feeding investors stupid analyses, using the time to buy cheap stocks. That's how this business works.

Garonne

I'm sorry about your losses, but it's never too late to be sensible. Monitor quarterly results and the entire market. Remember the macroeconomics. When you see positive changes and receding threats, come back, buy back in tranches, and slowly, without looking at the share price. And simply wait. Today, it's a waste of capital and health.

MalcolmJ

Just sell and go away

(if you ever had ITV shares)

Most of you are trolls, many of you ordinary gamblers who, lacking basic economic knowledge, treat the LSE like a casino and share investments like roulette. When you accidentally make a profit, you become shamans who want to be treated like deities. When you lose your money, it's always someone else's fault, not your naivety, stupidity, or greed. I've been observing this for over 30 years.

YesIam

Ha, ha ... I am a guy who invest £280k plus over £76k from dividend in 536500 ITV shares since February 2022. Don't tell me that I am inpatient.

983.5

Just 1.5% or 13 pence to the yearly low

😂😂😂

But don't worry. Your shamans perform prayers.

The only thing I regret is that over £9k of dividend paid on November 26th will not be converted into ITV shares at the price of 67 pence but much, much more expensive.

😭😭😭😭

😎😎😎😎😎😎😎😎😎😎😎😎😎😎😎😎