Member Info for Pogo001

To put it more bluntly, if you buy a share for an average value of £1, when you receive a dividend of £0.40 (calculated according to the tax table), and the share price at the end of the tax year falls by that 40 pence(on the level of £0.60) you'll realistically be able to record for HMRC tax losses (or lower profits) equal to the sum dividend payment. That's explaining for those who don't understand what I'm talking about.

We have another positive re-rating after the results, and possible another recommendations after Comcast will be coming soon. Regardless of how long negotiations last or what final valuation emerges, the market has finally seen a more realistic valuation of the entire ITV company. And this valuation will make to loom large in the background of every investment decision, rising alongside the market's recovery and the growth of the British economy. Therefore, no offense, but selling ITV shares (even considering potential significant volatility) at the current level of around 80 pence is simply foolish, stupid and too risky, because the current and still undervalued valuation, taking into account Comcast's offer (including debt, approximately £2.2 billion) and Studio (even assuming £2.5 billion), is, let's say, £4.7 billion, or about £1.23 per share. And remember that a sale recorded as a dividend payment to shareholders also allows for the settlement of the entire investment as a loss in a given tax year or for a period of up to 5 years. I suggest calculating...

I advise you to look at IAG share's stock after today's very good financial results and then understand the reasons.

And just in passing. It turns out that me, BigEgo, Winstanley, and a few others aren't as foolish as the trolls here suggest. My friends, and our discussions, officially based on our own thoughts, sometimes make sense... And those several million ITV shares we collectively own are the result of a well-considered investment decision, not the drunken musings of a few lunatics.

As I said long time ago. Patience and accumulate.

My exit price is over £2. You know me. Believe or no.

80 pence on the start.... not so bad 😎

BigEgo

Plus £550 million, means another £0.15-0.20 per share

I don't know if I'm thinking correctly, but there's going to be bloodshed in short positions at the open today... Is it just me? Or am I the only one who smells blood and excrement in our troll ranks. Tomalley, don't worry - tomorrow is another day.

Is "including debt" means including another £550 million? If it that, we are talking about £2.1- £2.2 billion

😇😇

It appears that the ITV worthless segment, given the current market valuation of ITV shares ... thanks Dame and built by Dame...... it's worth at least £1.6 billion. Then there's Studio, which, based on financial valuation and the level of revenue and profit generated, is already worth around £3.4 billion. Hmm... we're waiting for the competition to make a move, because I don't think anyone believes they'll relinquish control of ITV and Studio and calmly observe Comcast's actions. A valuation in the £4-5 billion range is the lowest possible asset valuation, without taking into account the premium, but above all, the increase in value that will occur over the next two years when Dame completes its restructuring and the British market gains momentum. And every 1% increase in GDP across the economy statistically translates to at least a 5-7% increase in advertising expenditure. So, as small, individual, long-term investors, we should settle down in front of the screen with a bag of chips and popcorn, and a bottle of champagne in the fridge. When competition emerges, the first real stop will be a valuation of around £1.80 per share.

How are you trolls 😎😎😎

All the best for the real long term ITV shareholders

The chances of revenue growth have been pushed back by several years, and the competition is still on the rise. It's going to hurt.... It's becoming increasingly likely that the year will end at the lower end of my forecasted share price (900-1050).

ADR' never said you true. I not remember in last 5 years, that the move up or down on the ADR' price will important next day for the ITV share price.

I hope this is just the beginning, and that the potential offer will arouse competition. Because, after all, if this is really about anything, it's about taking over Studio. Whoever buys ITV' broadcasting arm will have the best chance of acquiring this gem. I've always maintained that Dame won't sell the entire business for less than £2 per share, or around £8 billion. Below that amount, it's unlikely they'll even count on the support of other larger shareholders. Let's wait to see what happens, and above all, for a move from the competition. If anyone thinks they'll just watch, with the prospect of losing the context Studio produces for them... In any case, today's financial data strengthens Studio's position, and ITV's fair value has increased by around 15%.

Https://www.bloomberg.com/news/articles/2025-11-06/sky-owner-comcast-in-talks-to-buy-itv-s-broadcasting-arm

£1.6 billion for ITV's broadcasting arm doesn't sound like much, though if you add Studio's £3 billion value to that, the current valuation of 67 pence is beyond ridiculous. In any case, Liberty Global's decision is slowly becoming clearer, and... what Malcolm is getting at. ITV itself, as Studio, listed on the LSE, is an interesting solution, although selling the broadcasting arm before the upcoming period of financial recovery.

I love it...

"Please don’t listen to Robbren or B77 as they have no understanding of markets, one is a pilot who should just fly planes and the other is clueless clown that blocks everything who doesn’t say Wizz is going to £40…"

Https://uk.finance.yahoo.com/news/itv-still-good-dividend-shares-123459728.html

As a reminder, effectively discouraging someone from investing in a specific company will, at best, result in them not making any money. Will this person be furious in hindsight? Probably. But what will these shamans here say to the people who, guided by their advice, bought Wizz Air shares two or three weeks ago (not to mention those who have been relying on this nonsense for several months and assurances of £30 at the end of 2025 year – when they invested money based on this "recommendations", paying 1,500 pence or more per Wizzair share)??. What kind of lie will justify this, because after all, someone lost real money, not virtual profits? The Titanic party is in full swing...

As I read the posts below: "The Titanic party is still going on." But remember: There aren't enough places in the lifeboats for everyone. Furthermore, the storm I see in the distance while writing about the Gold-BTC-AI investment bubble could sink many lifeboats.

It's good to see that Wizzair shareholder owners are still in a wonderful mood. That is, of course, if their declarations of ownership weren't outright lies. In any case, congratulations on your sense of humor. The realistic support levels for the share price, around 700 pence, or the possibility of a new share issue, I predicted a few months ago, are still a long, bumpy, and painful road ahead. Just like the road to Wizzair's desired profits or dividends, but a good sense of humor will help wipe away the tears at the end of the year.