Member Info for Pogo001

This sometimes several-session slippage with reinvestment results from a simple risk calculation - that is, whether investing those few percent of capital will bring a greater effect today, or maybe it is worth just waiting those few days with reinvesting the dividend. However, it is usually not more than those 5 trading days, because I simply assume that otherwise I will start speculating and, like everyone else, counting on a better price. Just like in the case when I have specific funds to invest in a month or quarter, I simply buy without looking at the price, because in the case of ITV I am simply aware that whether we have £0.75 or £1.20 is beyond my control, and on this market it can be a matter of a couple days. And then catching an opportunity always ends either with buying much more expensive or constantly waiting for the share price to drop to a level that I used to accept but I wanted as always to buy cheaper.

_Raky_

I see that everything has to be explained like a peasant in between fields. My portfolio shows not how intelligent I am or how much money I have, but what effect systematic reinvestment of dividends has on the value of our investment portfolio (in reality without looking at the share price, with a +/- 5 session slippage from the dividend payment date). Since this forum is dominated by one-day millionaires playing on many companies and expecting gigantic profits, I present a specific method of investing in ITV shares - with specific effects. Just for everyone to think about individually, without stupid discussions with bragging in the background. And that's all on the subject.

Divi paid.

My average price of 490k ITV shares get down to 66.657 pence. Total divi paid £76150 (£60620 reinvested and included in the spending money). Time for the shopping.

Thanks 5eightsaccount.

Divi payment tomorrow (and as I remember possible up to Friday). As for myself not bad shares price for reinvestment.

Waiting for another positive news from ITV.

We've all gotten used to the seller at 16:35. What's important is that someone is selling and will probably run out of stock at some point. However, the daily volume and shares move don't really show the overhang of this supply of shares eventually bought and possible accumulated by the other side of the market. I'm just wondering whether it's not this over 100 million shares that suddenly appeared some time ago that are now being sold slowly on the market. Why? I won't answer.

And possuafter lon weekend

sorry

and possible after the long weekend

Today's news.

Buy reconstruction and waiting for the divi money on Thursday, Friday and possuafter lon weekend on Tuesday. I t should be £25 to £40 millions or more on the reinvestment. Is it a lot or not?

All the best for the shorts. Ups. Sorry. All the best for the real long-term ITV shareholders. Payment on Thursday.

the "jewel in the crown" of itv is the studio. streaming in the form of itvx is a complement to the all business. this "pearl" was created by mccain. anyone who pretends otherwise without taking into account the financial situation of itv or the external conditions of the terrestrial television with advertising market at the time of her taking over the chair of itv president is simply an idiot. people who believe in such a message are also idiots and i do not feel sorry for them when they get their asses kicked on their next investments (taking advice from the trolls here and buying or selling itv or different shares based on their comments). just think of recommended oil companies with prices at the peak of the bull market or such failures like thg with a buy recommendation from tomalley at 75 pence price level. one looser drags with other down with him.... yes, but that nothing hurts as much as your own financial losses, you can see from the frustration and all the **** pouring out on this forum among trolls like tomalley. where is a true? you will check yourself. simple and unquestionable solution. just compare the financial indicators before the current ceo's term and the first quarters showing the necessary scale of the fight for itv's survival and not ordinary activity, with the current financial data and situation. then let's count the dividends paid and convert it into shares acquired by investors for them. the external valuation of studio in the range of £3-3.5 billion, or itvx valued alone at almost £1 billion did not come out of nowhere either. this is the merit of this ceo, which is confirmed by annual votes of shareholders. without her work, itv would probably not be on the market today, and certainly not in such a form and with such a valuation. as i have said many times, you will not turn an idiot or a troll into a millionaire on the market. after all, you can be lucky in the lottery or in a casino, but on the stock market is decided by knowledge, patience, time and the capital you have. those who do not accept this, end up writing stupid texts here blaming others for the financial losses incurred. with dispersed capital on an extensive portfolio, you will never generate a large return on capital. this can only be done by investing all in one or two shares. however, for it to be an investment and not a lottery, you have to have a certain knowledge and work hard for it. and now you all are able to back to crying and insulting...

Winstanley

(2)

..., and this is no longer a vote, for example, on the selection of the CEO, which small and medium-sized shareholders can ignore. So, as usual, you simply have to arm yourself with patience. If someone likes to play with the local highs and lows on the share price, they can try to make a profits. Due to the number of shares I own, lessons from previous years and the awareness that you can wake up from one day to the next at a price 10 or 20% higher, I simply do not risk it.

All the best for the real long-term ITV shareholders.

Winstanley

(1)

I fully share your opinion. ITV as a business looks interesting, it generates profits as a company and through dividends, it shares them with shareholders. The price of shares is a secondary matter. As for me, as I am constantly accumulating shares - the cheaper the better. In my opinion, the most frustrated are those who do not have these shares or short-term players speculating on the market who also have small capital, forcing quick movements and volatility of investment. I am satisfied with the dividend reinvested in shares, knowing that in due time we will see solid increases in the value of shares. These increases reward patience, and with today's undervaluation of shares will probably cause the price to increase well above the market averages. Because statistically this is how this market works. And by the way, my divi currently constitutes about 17% of all shares held. As for me, not bad because it means that having 490k ITV shares, I received about 82k from the company in the form of dividends. And all this since February '22, starting to modestly and cautiously invest in these shares. As for the takeover, my earlier forecasts (2023/2024) assumed the potential of this transaction to occur at the end of 2025 or at the turn of 2026 at the earliest. I still believe that ITV has no need to be hurry, because in the current financial and market situation, each passing quarter will steadily build its value and position on the market. Sooner or later, the value of the shares will have to go out to the book value. The later this happens, the stronger the dynamics of the movement will be and the share price will reach a higher level. ITV is a strong player on the market with its position. And this, together with the improvement of its financial situation, will attract increasingly larger players, aware that the elapsed negotiation time means the need to increase the value of the offer and the risk that other players will join the game. And here in today's situation I believe that when - if the first offer is made, it will very quickly turn out that the interest in taking over part of ITV's assets or in the merger is much greater than anyone might expect. The obstacle, and at the same time the advantage of this whole game is the large fragmentation of ITV shares. On the one hand, it determines in my opinion the behavior of the last few years, that is, the grinding of shares at one price level. This is to serve the calm accumulation of shares in strong hands, without alarming small investors with the possession of larger blocks of shares by new players. On the other hand, this apparent grinding of shares at one level is to cause and causes a gradual decrease in interest in ITV shares by small players and their sale. From another perspective, free float at over 70% means that no one will sell their skin cheaply, because in the event of a vote, a majority must be achieved quickly, and this is no longer a vote, for example, on ...

Winstanley

Until 16:30 not bad. And then a repeat of the last few days. Let's hope that someone finally sells what they intend to.

Ups..

I love auto correction.

It's 3pm and the ITV share price is at 79.25. As I can see, the volume didn't need to be over 4 million shares to see an increase above yesterday's close. The increase after a low of around 76 pence once again confirms the strength of the uptrend. It also shows what next week's (probably until Tuesday 27th May) inflow of fresh money from £7m to £25m from paid and reinvested dividends can do. Now it's time to wait until 4.30pm and see if ends has come true with my forecasts from around 9am. All the best for the real long-term ITV shareholders.

I suggest all five-year-olds play in the sandbox and not invest on the stock market.

It's 3pm and the ITV share price is at 79.25. As I can see, the volume didn't need to be over 4 million shares to see an increase above yesterday's close. The increase after a low of around 76 pence once again confirms the strength of the uptrend. It also shows what next week's (probably until Tuesday 27th May) inflow of fresh money from £7m to £25m from paid and reinvested dividends can do. Now it's time to wait until 4.30pm and see if dxis has come true with my forecasts from around 9am. All the best for the real long-term ITV shareholders.

I suggest all five-year-olds play in the sandbox and not invest on the hundred k market.

Please remember that the 7-10 million shares that will be reinvested are an absolute minimum, reflecting reinvestment at a level of around 6% of the dividend paid. Leaving aside large shareholders, the remaining 70% of small shareholders should reinvest at least 1/3. So the closer to the truth will probably be an amount of around £25 million that should return to the stock market from ITV. Although in the case of large and promising companies, with a relative underestimation, analyses show that 1/2 or more of the capital can return to the market. In any case, the pessimistic version is £7-8 million, and the statistical one is around £25 million. I will leave the impact on the share price to your own assessment.

In the coming days, the cash that will appear in the form of dividends will generate maybe not too much demand for shares, but it can be estimated that (depending on the purchase price and reinvestment rate) it will take from the market from 7 to 10 million hot ITV shares. It may not seem like much, but it is realistically a several-session average supply of ITV shares after rejecting the milling of the same shares, the activity of shorts or large and agreed transactions. And these shares will not return to the market (similarly to all long-term investments) if they do not bring a large, I think at least an average of 50% + return on investment. Because this is what long-term investing looks like, which many here could finally learn. From experience, I know that on the growth market of any shares, playing cat and mouse by trying to earn money and playing within the price ranges you have set, brings losses. In short positions it always ends with painful capital losses when the market opens a gap above the tolerated loss threshold. For temporary shareholders who are just watching the price of shares rise without having them in their portfolio, it ends with another cry and searching for those guilty of their own stupidity and greed and counting the lost profit. I advise you to remember this. Because the time will come when ITV will prove the truth of such an approach. Not first time in the past.

Ups... sorry

No surprise after looking at the quarterly results and with the share price predicted to rise above 80p in the next DAYS and given that at least 1/2 of the dividend money will be invested in new ITV shares as always.

As back to my predictions and last post from 9am, I think that witv value about 3.2 million ITV shares at 12'30 we have 30:60 chance on my two scenarios (-1% with volume 4+ million or +1% and volume 8+). And 10 % as a price about yesterda's close. That means 70% for positive scenario at the end of this day. No surprise after looking at the quarterly results and with the share price predicted to rise above 80p in the next 24 hours, and given that at least 1/2 of the dividend money will be invested in new ITV shares as always.

Robs60

As the general election and voting showed, the CEO and Dame's policy has full, over 90% support among shareholders. No offence, but I value their point of view and assessment of her actions (as well as my own knowledge and experience in this area) more than people who have no idea about managing and building the value of a company. However, you always have options. Either sell ITV shares and leave this sinking ship that you are clinging to so tightly, or become CEO and earn that easy money from yours point of view. But of course I understand that you have the qualifications for this job... Let's leave crying about the share price and complaining about the investments we have made to the children, although as you can see, understanding the market and those proverbial 80 pence is for many similar to the thinking of a five-year-old. And if we are talking and thinking about the assessment of today's financial results, I propose to wait a couple days..

Looking at the scale of the decline and volume, fear has big eyes... We'll wait until the shorts do their thing. Personally, I'm betting on a close of around -1% with a volume of 4+ million shares, or over +1% with a volume of over 8 million shares. We'll see what level of volume will be generated by 12.30. In any case, the presented results are not a negative surprise, but rather a confirmation of positive trends. In a week, the dividend will be paid, so purchases at the level of 77-79 p are certainly more pleasant to see than those at 80-85, which has been recently expected by me.