RE: Banijay - no immediate plan to buy!4 Jun 2025 22:37
Winstanley
I fully agree with your point of view. Many people do not want to remember that everything is business, and it requires concentration and, above all, silence. Because we are talking about really big money and a decision that will cause specific repercussions on the market and in the industry. Because it entails the necessity for other players to adapt to it, who must at that moment take specific steps regarding their own business. Finally - because apart from the issue of the secrecy of negotiations, there are legal restrictions, and any leak here can really hurt. Because in such cases the regulator looks very closely at the hands of players discussing mergers or acquisitions and concerning public companies listed on the stock exchange. This should probably also be understandable. As for me, as I wrote once before, time is running in favor of ITV and the valuation of STUDIO. The coming 6-18 months should show a significant increase in generated revenues and profits. And this, just on a purely mathematical basis, should bring an increase in valuation by 15 or 30%. So let's wait. In the meantime, interest rates will fall, generating more and more interest from large players, who, looking at the statistics, are rapidly increasing their shares in the share capital of ITV. And this only serves to value ITV shares.