RE: .11 Apr 2025 09:53
Generally, ITV hasn't had good press for years. CITY's reluctance is also clearly felt. The nonsense written by the Telegraph, as well as the Mirror's revelations, the way they are presented or the content intended to give the impression of being substantive, often result either from political support or from typical writing "to order". The fact that the Mirror lives off sensations, basing its sales on this, does not surprise anyone. Therefore, when looking at such opinions I always recommend composure and common sense. The fact that business competition is against changes that will lead to its increasing marginalization and probably collapse - in connection with this suddenly starts writing about the public mission of ITV, which these changes harm and how bad it is for all of us - this way of narration should not be surprising. The use of political support should not be surprising either, because after all it is also legal. However, it is worth looking at the legal side. In this case, only shareholders have the ability to block the separation of STUDIO from the ITV structure, and they will rather support such a model if only it brings an increase in the value of the shares they own. And there is nothing that market regulators or competition in the form of Canal 4 can do about it. The media market is evolving at a very fast pace. ITV is heading in a direction from which there is no turning back, and the competition that has slept through the changes will simply fall. Sooner or later, or rather sooner, we will also face profound changes in streaming regulations. Changes that will go towards greater control and transferring financial burdens to all participants in this market. These changes are inevitable, related to the marginalization of terrestrial television services. And this will certainly strengthen the position of ITV currently being built.So if you are investing your capital in ITV shares for the long term, take this into account. And looking at the dynamic changes on the market and possible threats, remember that dividend companies in the era of falling interest rates, not directly threatened by the effects of changes in targets, will always find their fans.