Member Info for Pogo001

Padd1

"The dogs bark but the caravan moves on".

I'm waiting for a few larger transactions with a total volume of over 20 million shares. At what price level? You should't ask me ... In any case, there's still time to abandon the sinking ship.... :) and sell this shares asap. When it comes to portfolio management and investments in general, as someone once said, "...always is matters only, how we ends, nothing before or in between." And the fact that people love to look into other people's pockets is only their problem. With their own pockets empty, it's the only entertainment they can afford. But does this affect our own wealth?

Ups. Mistake.

After divi payment (£9120.5) my total cash spend on 536.5 ITV shares will be £354995.30 with total dividend included £85,270.80

I am sorry for this mistake.

Tomorrow, October 16th. Now what I have to do it, it's wait for the £9,120.50 dividend payment next month. Therefore, my total exposure to ITV shares will be as follows: 536,500 ITV shares, total spend  £364,116 (ISA 176,600), total Dividend included £85,270.80 (withdrawn - but most were reinvested in the week after payment). I still plan to sell 36.5k of ITV shares bought for the short term (in my plans up to the end of November, when I expect the share price to return to a minimum of 83-85 pence - but not necessarily bo all depends news from the company and because I should need only about £10k).

36,500 ITV shares = £29,230 paid with all fees and tax. This is what my profit or loss on the investment in ITV shares looks like now.

The escape of nearly 10 million short positions from the market shouldn't surprise anyone. For me, that's exactly what we saw today. After all, tomorrow's benchmark price will be ex-dividend, and maintaining it and exiting with a profit isn't so obvious (probably not to trolls, where Tommalley is probably predicting another drop to around 60 pence or even his magical 50 pence per ITV share). In any case, from the perspective of a long-term investor, the whole situation doesn't matter to me. In fact, I'd say it probably once again cleansed ITV's shareholding of casual investors and speculators. The rest know exactly why they're here and what ITV share price they expect... and why.

I have already written what I think will happen in the next trading sessions.

In fact, when it comes to the ITV share price, I don't think anything will surprise me anymore. In any case, from a tax perspective and a real return on investment, I will always prefer a dividend over a similar unit price increase. And this true across the entire stock market. If you're not understand why, just ask your accountant.

All the best for the real long term ITV shareholders.

ITV: When logic and pure mathematics are overshadowed by emotion, fear, and greed...

I call it the "pain level." So we'll see what the pain level is in the ITV share price. As for what happens in the next few days, I'm betting that the shares, professionally "reparked" for divi accounting purposes, will likely have to be returned to their previous portfolios. But as usual it's only my opinion, as same that we will back soon over 82 pence per share.

Trolls complaining, groaning and spewing venom.. Nothing has changed for years. And none of them notices any real changes, either at ITV or in the entire socio-economic-political environment. And today, another opportunity. To be seized by those who think, are capable, and have the financial means. Easy money, nothing more.

All the best for the real long term ITV shareholders

Redcain

You forgot to add that in the meantime, ITV has been paying regular dividends since April 2022 - together with next one it will be 20p per share. So, that changes the question of potential losses or gains somewhat. Of course, this is easy to understand for long-term investors (or those who can keep their nerves in check), not for the Tomfoolery Club crowd. Generally, you're needlessly engaging in arguments with trolls. They won't change their minds, and the only thing that will hurt them is that, that you're still holding ITV shares, collecting dividends, and quietly accumulating shares without worrying about the current valuation. Because you know you'll eventually be rewarded for your patience, whereas trolls, in this case, never will.

Just one week to easy money...

All the best for the real long term ITV shareholders.

Redcain

I was on a quick holiday. I returned last Tuesday, I am busy at work and my home, but I am calmly observing what's happening with ITV shares. And it's not that I'm not worried about today's price, but generally, I don't care. As I said earlier, I invested an extra little over £29k and bought 36,500 ITV shares with the dividend in mind and intend to sell this shares at a profit by the end of November this year. So, for now, nothing major is happening. The reluctance to get the over 2% dividend is puzzling, although I think it's exploiting opportunities through short positions and reshuffling investment portfolios so that dividend profits are allocated to the appropriate accounts. If I'm wrong, then in the next few days some unpleasant news will hit the ITV share market, currently discounted by "those who know better." In any case, we'll see who and how their investments fare. Especially those who shout a lot but do nothing because they're afraid or out of money.

As for the forum, I check in at the end of the day and, as usual, use FILTERS. I have no intention of engaging in discussions with trolls.

All the best for the real long term ITV shareholders.

STV has been on a downward spiral for several years now. Praised by our trolls as a lovely investment lost in last a couple months over 50% value. After recent reports that ITV is encroaching on STV's turf in Scotland, the station's time seems numbered. Without political support and funding from the SNP, it will likely end up in the abyss of infinity after the next election, bankrupt fragmented and taken over by local developers and maybe ITV too. Today isn't worth any interest, especially when you are inwestor not a gambler.

For me, looking back over the past 30 years, "Triple Witching" has always been a great buy. I guess we'll find out next week if I was right...

From my perspective, RedBird's decision not to purchase/takeover ITV should be positive for ITV's long term shares valuation. It reflects both ITV's sound financial situation (that todeiy ITV isn't forced to hasty and costly decisions for the company) and should also reduce supply pressure aimed at driving down the share price, making any cheap takeover offer disconnected from ITV's real value, seem miraculous and desirable to the market. As I've consistently said, I believe the upcoming financial results will clearly demonstrate the scale of ITV's share undervaluation and the upcoming dividend is the icing on the cake.

As I said before, the fact that I publicly disclose my transactions isn't due to vanity or a desire to boast, but rather to the principles I live by. If I'm openly saying that investing in ITV shares is worthwhile, I believe I should disclose at least some of my transactions. My recent share purchases in September were, in a sense, forced by the market. Personally, I planned not to exceed 500k shares until March of next year (due to other expenses and to rebuild the financial cushion I always try to maintain). Well, I can do math, too, and at the current price of £0.80082, the current dividend yield is 2.12% and .over £620 extra in my pocket. That's decent in my opinion, especially since I consider this level of ITV share price (£0.80) to be safe. Of course, everyone knows their own financial capabilities and needs. Assessing the value of ITV shares is also subjective.

Although it's probably stupid, the debt is paid off, so why not take out another one? My renovation is dragging on, so I used my savings& small credit on my card and I bought another 16,500 ITV shares on e-toro (£13,167 with fees). This gives me a total of 536.5k ITV shares. My latest purchases (since 02/09) are 36,500 shares, £29,230 spend, or £0.80082 per share with all fees and tax. I won't deny that I plan to sell some of my September purchases after I become eligible for dividends (but certainly without losses). Maybe I'm little bit crazy, but I definitely stick to my principles.

All the best for the real ITV long term shareholders

Friday. Card debt repaid. It was a good idea, but I don't recommend this method of investing if we can't pay it off quickly.

Investing.com -- Goldman Sachs has reinforced its bullish outlook on parts of the European telecom sector, naming BT, Tele2, Telia and Elisa as top “buy” rated picks while placing “sell” ratings on Swisscom and Vodafone.

The calls came after the bank’s European Communacopia Conference in London on Sept. 16-17, which featured executives from 17 telecom companies across the region.

Shopping time. Not too many but just bought on e-toro account in a couple transactions 3813 ITV shares, This account give me a low transaction costs, but I prefer my bank investment account (£3064 with a fees).. That give me a total 520k ITV shares in my portfolio (but probably 20k temporary up to divi, but not to sell under 86 pence). It's good to get a steady work income (with easy free card credit), with distance from LSE valuations and financial independence. Of course, do not treat my investments as my recommendations for anyone, especially that as I can see is 79.45 (means cheaper than 79.7703 which I paid).

RedBird, as another so-called "investor," wanted to be the executor of ITV's bankruptcy estate. That is, to acquire the STUDIO cheaply and leave the rest to investors satisfied with the arrangement. And the entire deal was based on its stake in ITV shares, based on the capital of the acquired company means partly paying with the money of the rest of ITV shareholders... And it didn't work out, and trolls and idiots are crying that Dame ignored their offer. Because, of course, they could have quickly sold ITV shares for £1, and what would happen next is irrelevant... However, as of today, that 10% of ITV shares doesn't reflect any real power. It certainly allows for price manipulation (through short positions), but it doesn't constitute the real power it did 10 years ago, because in the meantime, stronger players have entered the market. And this new this long term shareholders are benefit from the stable dividend yield, they are allowing ITV to build value too, and at some point will allow for a fair takeover bid, taking into account the company's fair value and a premium of several dozen percent. Anyone who doesn't understand this mechanism should never have invested their money on the LSE, especially in ITV shares. The trolls who have been saying for years that ITV is worthless are not worth mentioning. You don't argue with idiots, and their place of residence should be a psychiatric hospital. The ex-dividend date is next month. I'm betting that in the meantime, the share price will at least will back again minimum up to 83-85 pence. Believing in the end of the world and placing stop orders on long positions is, in my opinion (in the case of companies with such dynamic growth and in the current financial situation) pure folly. However, I strongly encourage all casual ITV investors here... Nothing teaches us better than the losses incurred and booked on our portfolio. In the worst case scenario, you'll end up like our local Russian troll, Tomalley, who's already sitting in the psychiatrist's hallway.

Stupidly staring at a chart and relying on signals generated by technical analysis always ends painfully. The basis for investing in ITV for the past three years has not been technical analysis, but the company's growing fundamental value. Breams are paying the price, and the market is taking advantage of the opportunity. We'll likely learn this lesson many more times. From a long-term investment perspective, nothing happened today; in fact, the ITV share market has cleared. And the rumor of a potential ITV takeover will stir things up again and again, and again. Until someone with money and a vision shows up on the investor side, it will just be another rumor. Although I believe that the matter will be resolved by the end of 2026. Now as always patience .. and waiting for divi and financial results.