Member Info for Pogo001

This doesn't mean that the entire market is wrong today. However, if the financial data for the third quarter of the year are as I assume and as the company forecasts, plus we have another interest rate cut behind us and the economy recovers, all of this should cause some significant changes in market valuation. Rumors from my sources regarding the takeover tell me that the offers presented were, to say the least, ridiculous. Officially, they remain in limbo, but... As I've said before, I never considered a takeover proposal of £1.20 or £1.50 as realistic or acceptable to the largest shareholders.

Rumor has it that ITVX's standalone valuation has surpassed £1 billion, and next year's valuations related to the sports package are rumored to be another £250 million+. But these are just my quiet, friendly sources advising me to be patient, closely monitor the market, and not be too surprised. On the other hand, we shouldn't be too surprised, as we all know the costs incurred. But not every goose lays golden eggs, and this one was clearly a good investment.

If we are talking about Studio, I've seen valuations exceeding £4 billion. It all depends on how we look at the current level of revenue and profits. Assuming relative stability at pre-strike levels and the wave of wildfires in the US, which have derailed profits, the situation looks much different. Especially since Studio's overall production has become more diversified in the meantime. By coming to ITV, Dame not only prevented its collapse but also set new directions for development. In her vision, TV itself was to be just one part of the machinery driven by film production for external clients. Advertising, on the other hand, was to continue to be a source of income during the boom, merely supplementing the main menu. The investment in ITVX, along with the entire infrastructure for advertisers, is another step guaranteeing revenue stability.

Today the ITV share price reflects only the potential for manipulation due to the continued presence of individual investors. However, time will tell the truth. ITV is too attractive company to remain silent for too long. Furthermore, considering ProSieben's offer valuations, ITV should be worth at least £1.50.

The troll account pogo01 impersonating me has been deleted and blocked. Respect to the group administrators.

Taking a break on my holiday, I notice that our old troll accounts have reawakened and wake up. Our Russian troll clearly enjoys debating with himself. The sheer number of his new egos would be difficult for even a specialist doctor to comprehend. Even a psychiatrist won't be able to help..... New troll's accounts added to my FILTERS.

I remind everyone interested that there is only one nickname, pogo001. When commenting on posts, I suggest distinguishing between nicknames and remembering that our Russian troll Tomalley, in his many incarnations, is not idle.

As for that idiot hiding behind the nickname pogo01... He'll never reach my level of knowledge or the size of my investment portfolio. Just as he can't do it under any nick and personality he presents on this forum, or would like to pretend to be. Here as in real life. For now, I'm going back to the seaside. The weather definitely encourages relaxation.

This means a price of £2-3 is the basis for this vision. And today we wait. And we have another dividend in store.

Most "investors" here behave after every drop or rise in the ITV share price as if they had diarrhea, were sitting in a casino, having a heart attack every time the roulette wheel spins. However, the LSE isn't a toilet race, nor is it a casino. If you understand this, then it would be prudent to at least shut up and refrain from commenting especially when you having no idea why (besides gambling) you invest in shares, and ITV in particular. Today was another correction day after last week's over 13 percent increase in the ITV share price, which broke yearly highs. It's no surprise, although the scale of the decline was much larger due to the information coming from STV. But a wise investor doesn't talk nonsense and seizes opportunities (if they have the capital) by noticing specific differences between the two businesses. I'm betting that ITV's next results will be a return to last year's profit levels, along with a reduction in short-term debt. And that's no surprise, because the studio production process creates specific intervals in ITV's financial situation. And large investors know this, even though our local idiots pretend it's not. But our trolls are still licking their wounds after the losses, still hoping for a drop in the ITV price to the 70+ zone, buying opportunities, and making stupid comments directed at people who know exactly why they own and accumulate ITV shares. Oh, I forgot that our trolls always make money in this market. By the way, the tariff situation is slowly stabilizing, and it also looks like Trump will finally wise up and take a dig and change a route at Russia. The issues of Israel, Iran, and Palestine are also slowly stabilizing. I think the US will also see rising inflation and unemployment, which will cool the market there but also curb Trump's ambitions. Someone recently pulled the Epstein files, and for good reason. All of this should, contrary to appearances, calm Trump's desire to sow chaos and force him to expand his base of supporters into a more moderate state of mind. Why am I even mentioning this? Because this whole situation leads to the conclusion that the entire economic zone finally has a chance to breathe a sigh of relief. This doesn't mean everyone will suddenly start reporting profits. But ITV hasn't slept through the last five years like STV, for example. When the economy begins to recover more dynamically, today's share valuations will be history, and the prayers some have for a takeover at £1.20-£1.50 will be considered a hostile takeover attempt and foolishness. I advise you to think about it and look back at the level of revenue generated from television advertising 8-10 years ago. Then even divide that by 3. And then we'll see the potential of ITV itself. Let's throw in ITVX, STUDIO, and other group businesses. This is the potential all major investors see. And as I've said many times, Dame is a born winner and, as such, will retire from ITV. This means a price of £2-3 is the basis for

Just a reminder: Next dividend 1.7 pence. Ex-dividend date Oct 16, payment date Nov 25. For those unfamiliar, the increase in ITV debt is the result of "work in progress." Its level will return to normal (and probably decline again) once the sale to Netflix or Disney+ is booked in the third quarter. At that time, profits will also rise sharply and return to the level describing the P/E ratio at the current share price of 7.8-8.3. I assume everyone is aware of this.

And today, STVG is creating buying opportunities.

I like this: 72p and "sell." It immediately reeks of Tom... By the way, most of these brokers have embarrassed and embarrassing themselves for a long time, and not just when it comes to ITV. And it's funny but reasonable that the people prefer to invest "with monkey" because it performs better than so-called market specialists who push stupidity on people and exploit their capital. Because, in the end, you have to pay fees, and as for losses... well, that's the capital market, ha ha. I wonder if the City will notice the fact when the price of ITV shares exceeds £1, or will, as usual, issue a "sell" recommendation with a target price of 1 pence...!? I think all those "honest" brokers will lose their cushy jobs sooner or later, because it's as if AI is on the offensive and on the rise. Using AI-based investment models is becoming increasingly cheaper, more accessible, and yielding increasingly better results.

at last.

like some of you, i believed i was right, that all my knowledge and experience in this hard work of investing in stocks wasn't just empty words. i believed that as many of us following the lead of large institutions, despite the trolls and idiots on this forum, i believe that patience would prevail. today itv shares finally blow the market away with a one-time gain of 10 percent or more, not based on speculation but on what this company represents. as i always predicted. and again i believe that today's market reaction is the beginning. it's clear that the market has finally come to believe in the strength of the trend and that itv's worst days are behind it. this, in turn, could signal a return to its glory days and market valuations significantly above the market average. from macro data given the eu's opposition to trump and the customs negotiations have a chance of a positive conclusion before august 1st, and of course, given today's situation, i think the road to £1.20 is open for itv.

by the way, i wanted to speculate today. i left yesterday my selling order at 86.15p price. it was about 77k shares (part of my isa portfolio, i left 100k). some people possible saw this order when itv shares price stoped getting up and return little down. fortunately i wake up just before 12:00, saw that order didn't materialize and cancelled it. sorry i'm an *******. after almost five years, i've decided to speculate on itv shares. stupidity

today is my last night at work and a well-deserved month's holiday. but i will be in touch.

all the best for the real long term itv shareholders.

loosers how are you feeling, because i am very well with my 500k itv shares investment. can you calculate this still paper long-term profit, mine and each of us long-term investors?

A reality is that most of the people on this forum talking nonsense and sh**t from the price 1550,.',1300,..,1250,..,1100. But all this digits represented real money and losses for everyone who trust you idiots.

970 is still looking good.

But dont worry. Just another 20-30% down and you maybe have a chance.Just don't forget to average the purchase price of the shares... if there's still something left in yours pockets. This is how life ends in a dream world where the discussion among people who have no idea how to invest in shares, continues unabated.

All the best...

If only I hadn't told you so: You had a chance to get out of these deal and sell your Wizzair shares over 1060.

As for ITV... well, it's as I expected.

All I can say is: in line with my forecasts and expectations. We should now see a strong strengthening of the share price at 85p+, with a real chance of breaking through 92p. Over the next few days, I expect positive recommendations and analyses from brokers, significantly raising the current profit forecasts and ITV share price.

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

My forecast for the interest rate level up to the end 2025.... Yet in August 25 basic points.

My forecast for the interest rate level is a decline to 3.75% due to the labor market and GDP.

All the best for the real ITV long term shareholders.

Patience is a key of the success.

There's no point in arguing or discuss with idiots. All of Tom's incarnations slowly fade away as soon as the majority of people following this forum ignore his stupidity and apply filters. Thanks for all the substantive contributions and comments. Remember, it's pointless to comment on someone's mediocrity and lack of knowledge, especially when their knowledge is based not on facts but on a stock price chart. These investors always make money, always ride the wave, always sell at the local peak and buy at the lowest price. They are perfect... in their dreams. Yet, in everyday life, they are gray, expressionless, and moneyless. You can't explain to an idiot or a loser that their failures stem from their ignorance. While the share price drop from 86 to 77 pence may be painful, it's irrelevant from the perspective of a long-term investment strategy. With a portfolio of over 100,000 shares, the real selling price wouldn't exceed a lot over 83 pence, and the entire drop below 80 pence is the result of pent-up demand and the "squeezing" of shares from the pockets of random investors. This is also a kind of triumph for shorts. That someone might have made 3-4,000 pounds on every 100,000 ITV shares they own? That I lost, say, 20,000 pounds on my portfolio? When you have little or nothing, you just look at the numbers without delving into the details. If you don't understand what I'm talking about, well, that's your problem. And tomorrow? I expect a 5-7% drop in advertising revenue, with a noticeable increase in revenue generated by YouTube, Studio (+25%), streaming hours (over 20%), and ITVX advertising revenue (+20%) – all compared to the previous year. The company will present similar growth prospects, highlighting threats related to external threats and the upcoming restrictions on food advertising (although I believe there's no threat here—producers will try to heavily advertise "new" substitute products). The issue of Studio's revenue growth from the US market will be discussed, along with good prospects for the non European market as a whole. The dividend remains unchanged at 1.7 pence. Further reductions in operating costs. Full repayment of the ITVX investment. There's likely no news regarding the merger, though there's a small chance of discussions about spinning off Studio to improve ITV's valuation. The overall outlook is optimistic, with the price returning above 80. The pessimistic scenario is 75+, and the hurray for optimism is 89+. However, the issue of US tariffs on the EU and the defense response will play a significant role. In any case, at the current price level, even with balanced results, even a weak macroeconomic outlook shouldn't cause any shock. If Trump reaches an agreement with the EU or extends the implementation of the 85+ target, anchoring it above 85 pence will become very likely. The upcoming interest rate cut will increase demand for dividend-paying companies. My forecast for the interest rate level is a decline t

That Ryanair you ridicule is currently trading at a near-annual high. Your beloved Wizzair's share price is barely above its annual low, and that's only thanks to today's financial data released by its competitors. A few days ago, I presented three scenarios for Wizzair. I advise everyone to remember this, because nothing will change in Wizzair financial situation for a long time. You should based on the facts, not on further beautiful plans for Wizzair.

Ups..

You're wrong about Ryanair. Poland is a key source of profitable business for Ryanair and a key for all Eastern and Central Europe.

You're wrong about Ryanair. Poland is a key source of profitable business for Ryanair and a key for all Europe Wschodnia I Środkowa. Ryanair has cut some routes due to engine problems. Modlin was once its largest hub in Poland and in this part of Europe. Due to the political aspirations of the previous right-wing government and the desire to acquire a stake in Modlin for pennies, previous governments blocked its development. A new look at Modlin poses a challenge for Ryanair, which was effectively the only carrier flying from this airport, carrying up to 3 million passengers during peak years in the past. Now, after months of price negotiations, both concerning the airport's development and under the pressure of potential competition, it has practically guaranteed itself the best conditions. And knowing his policy, it will fly even at cost, only to make it unprofitable for the competition. The rest of Poland's major airports operate similarly, with Ryanair having a huge advantage. Warsaw Chopin Airport will practically eliminate Wizz Air and budget airlines in two years. Just look at the planned purchases of PLL LOT, which has practical exclusivity here. Wizz Air is two years behind schedule. Without resuming connections to Scotland and London, it won't achieve anything here. Most connections from Chopin will be at risk in two years. And it's not that I'm overestimating Poland, but I suggest you consider what Ryanair is doing in Poland and why. Ryanair know how to count money.