Member Info for Pogo001

We live in crazy times, and people believe in miracles and more in any prophets.

The behavior of the UK stock market is a reflection of the increase in bond yields. The market assumes that interest rates will remain high for at least the next 24 months. I believe that in the UK we will see a slight decrease in inflation next year, but interest rates will remain around 4.5 - 4.25%, which is significantly higher than previous assumptions. The situation in the USA is politically favorable for the Labour Party, because the expected increase in inflation (as a result of the introduced tax changes) and the next upcoming problems will be explained not only by the actions of the Conservative Party but above all by Trump's influence on politics. As for the economy, life goes on and it will not collapse. In the long term, we will definitely see an increase in military spending. The reshuffling of investment portfolios has been visible in recent weeks. We have a few nervous days ahead of us, I think as an opportunity to buy. I don't believe in an economic war with China or Europe. These are just empty promises, although Europe will now pay the late bills for the long-term military umbrella from the US. As for Ukraine, here too money and possible economic gains of American business on its territory win. Here, despite extreme assessments and Russia's euphoria, the situation may, contrary to appearances, develop to Ukraine's advantage. Because now its future is in the hands of Europe, which with its support is fighting for military balance on its territory. This is also connected with profits flowing to American industry. So nothing is entirely as the vision sold to us by the media.

ITV does not look tragic against this background. I think that the nearest financial results will show significant progress. Unfortunately, it seems justified to revise my price predictions for the end of this year, although I think reaching £1 is still possible here. And the future, although less predictable, carries one message from Trump: money above all. So it can't be as bad as it's being portrayed here. I'm not a supporter of his for the chaos he's bringing, the issues of breaking the law or his purely business approach to the war in Ukraine. But the President of the US. president businessman may once again cause necessary changes in the way of thinking in the UK and Europe, both in terms of the economy, defence and immigration. Because for now in the UK we're behind the sheep. Against this background it's worth congratulating the election new head of the Conservative Party. This chapter should probably be titled: "Conservatives. The road to collapse. End of the story...".

I assume that long-term ITV investors buying ITV shares or holding them for 2-3 years have their own opinion and are simply waiting for their company's shares to finally appreciate. I strongly advise against this investment for anyone else at this stage. Since they have been waiting indecision for so long, I suggest waiting out the current turbulent time before the US presidential election results, a possible change in interest rates in UK, until the upcoming financial results presented by the company before making investment decisions. After all, the dynamics of changes in the ITV share price definitely exceed the average volatility of the indices, so the risk of losses is quite high for the uninformed. Well, if they make a mistake and stay out of the stock market, they will at most miss out on a corrective return of the share price to the top values ​​of the share price this year. If it is the other way around, they will be able to preach morals to all the shareholders here, talk about stupidity and present their imaginary profits that they are making while we are nursing our wounds and the pain of counting the cash losses on ITV shares. And our Russian troll Tom with his group of multiple accounts kingdom will grow in strength and loyally agree with them.

We, the real shareholders of ITV, do not need to be told why we are investing or holding these shares. We treat this place as a chance to exchange information flowing from ITV and about ITV often lost in the stream of information that overwhelms us. But some of the people writing here definitely treat this place as a forum to discourage investing in these shares and shareholders from selling them.

At the end everyone has to make the choice themselves, risking their own financial resources for any decisions they make.

Regardless .......... when most of the market will realise that the US market has reached its peak, market interest rates will fall and the stream of income flowing from the broad oil and gas sector is fading away.  And profits will not be replaced by speculation in cryptocurrencies, but only by a real economy showing solid income and limited investment risk. Most of my macro forecasts have been correct for the last 25 years, sometimes with a smaller or larger slippage, so I hope that this time I am right. And since I invest long-term and ITV was supposed to be an investment for +/- 5 years, although rapid price drops can be unpleasant, but as I said, my goal is a 2-3 times increase in capital and not as a profit to buy a McDonald's sandwich.

I think that the university I graduated from gave me knowledge and with time passing all the time it also learned to think and use both this knowledge and all my experience. Time will tell if I was right.

BigEgo thanks.

Always Patience when we are talking about any investment, especially about ITV shares.

I have my long time ITV shares price forecast, which I presented lots of times , £1.2 -1.5 at the end 2024, £2-3.00 at the end of 2025. These predictions did not come from nowhere, but from a specific analysis of both ITV and similar companies. However, these are always just predictions, which in my opinion have at least a 75% chance of coming true if we only take a small correction for the period (because any possible shifts here are somehow independent of the companies themselves). The stock market depends on the entire political and economic environment, and these can accelerate or delay certain processes that have a specific impact on the finances of companies and, consequently, the valuation of their shares. However, this does not change either the specific positive direction of financial changes or the estimates of the under valuation of shares in this case of ITV. In my opinion based only on the current financial data flowing from the company and the conducted own share buyback or the level of dividend ITV share price should currently oscillate in the range of £1.00-1.20. This valuation does not include forecasts for both the last quarter and the entire next year.  I believe that the market as such has forgotten about this segment of investment. And as it has done many times before, when it remembers, then the valuations of shares of the entire sector in Europe will go up significantly, reaching similar indicators (for example P/E at the level of 15-25 as a standard). And this means that although I may be overly optimistic about the time of the price change, in the end a shift in the increase in valuations from 3 to 6 months will lead to the valuation of ITV in the range of £1.5-2.5. Moreover, I believe that with the growing interest in this segment of the market from large investors, speculations about takeovers will return. And consolidation around the largest players. And here the dispersion of shares, the structure of the shareholding, free float, and above all the dominant position of ITV on the British market make such interest in the takeover very likely.  This is what I have mentioned before, a topic ridiculed by our local trolls, sometimes brought up as news to boost mood or the current ITV share price. I think this topic will come back though, and with all the takeover issues in mind I think a realistic valuation of £2.50-3.50 per share will become a reality. It all depends on when the potential offer comes and who makes it. I see at least 3-4 potential very good players in this field representing only a similar sector of activity, but financial investors would probably also come into play. Regardless ..........

Ha ha. It's nice to hear that someone is worried about my card debt. Luckily I have a decent income from work which, together with the dividend from the ITV shares I previously held, will definitely cover the overdraft at the end of next month. I know my financial capabilities very well and I don't usually invest against collateral. Although my old savings and long-term investments (in time when they became available) have been effectively transferred to ITV shares throughout the current year, I always have something put aside for a rainy day, lying safely in a bank account that I don't use. And the 410k ITV shares I own are probably another minimum £21k in dividend income in 2025, and not much less when some of it is covered by tax. So please don't worry, and it's better to get busy building the foundations of your income with results at least as good as mine have been for years.

Small shopping today, added 5k at 74.25 with fees and tax. I'll probably hear that it's stupid, but an opportunity has arisen, so I'll worry about paying off the card debt in a month... This investment system has worked for me for years, so there's no point in wondering about the current situation. This gives me 410k ITV shares on both investment accounts. Now we'll wait...

robs60

idiots usually bite the hand that feeds them or cut the branch they are straddling. then they wonder with equal surprise what happened, why it hurts and why it affects them too. well ****, because we are all sitting on the same tree and most of us on the same long and twisted branch, which was just so stubbornly sawed off by an idiot like them which was supported by them...

The "dark horses" of our trolls ... Shell, BP, THG are going head to head towards the next annual share price lows. The only difference between them is that the last has a chance to join the group of companies represented by shareholders companies like CINEWORLD.

And we are waiting for the budget, ITV's financial results, the US presidential election and the dividend payment ... Of course, it can always be worse, but there are few who expect it to be better. As I understand it, the Labour Party will nationalizes us all, ITV sells off its assets, Trump has to win and then he will block all the world's trade and the ITV dividend payment will be canceled. Everything will be overshadowed, however, by a comet that will hit the exact center of the London Stock Exchange. And this shows where we are on the ITV share market.

My October is on a few percent "paper" losses but remember that the year 2024 is still on the game.

Today's ITV. I like it. :)

I eagerly await the budget and then the company's financial results. Unfortunately, I will not get the extra money for investments for another week and a half (or luckily...). Well, as an ITV shareholder, I should probably get used to strange changes in share prices and fluctuations in its price built by limited demand for shares and lack of faith in increases in share valuation. When 1/3 or 1/4 of the demand during the stock exchange session is able to build the share price and create a trend (not to say manipulate the share price), the faith and optimism of potential investors must be really hopeless. Especially since part of the short-term speculative capital invested here clearly circulates on the market between several selected companies such as ITV, Wizzair or sometimes THG, Dr. Martens and several similar ones (I suggest those interested to follow the accidental? correlations of price changes). Well, I sometimes use the opportunity to make money on fluctuations in the price of shares, such as Wizzair too, where there is great liquidity (comparable to that of ITV when the price was above £1), although playing with free credit from the card increases my adrenaline too much in this case. Although I have large profits here over the year (both % and £), it is still simple speculation, which I do not recommend and which I avoid on principle after turning 50, but this is a digression.

To tell the true I'm tired and I'm waiting at the moment for something specific to finally happen on ITV shares, specific based on real information flowing from the company.

Greetings to real ITV investors. I suggest an infusion of herbs, meditation and drinking alcohol until you pass out... But seriously, it's Friday, the end of the month, so in the near future at least some of the questions that are troubling us will be explained. And if anything, on November 26th there will be a dividend payment, which can be reinvested much cheaper (although I don't think it will be as cheap as at today's price) in ITV shares.

I see new, old faces on this forum. Are these rehashed incarnations of our Tomalley? We'll wait, read, see. My FILTERS list is open.

Have a nice weekend.

Well, but for me the definition of someone calling themselves a human being but not being able to use their mind, connect facts clearly, use their experience or build their knowledge in the field that is theoretically supposed to be the source of their life success or only as livelihood financial success has one definition. Having your head in the clouds or blurring reality with a stream of words and slogans is the domain of politicians or human childhood. Some people never grow out of it, as you can see. And when it comes to investing in shares of companies like ITV, the truth always comes out after some time and is legible in the investment balance sheet after it is closed. And you are not able to cheat on that. That's what hurts so much the trolls here.

I closely follow the group on ADVFN and there I also see a similar group of trolls with whom several people who have some idea about investing in the stock market and economic processes are trying to discuss unnecessarily. Some of these people also appear here under the same nicknames, in accordance with the principle that one should not be ashamed of one's own views and knowledge. That's how I wrote before "an idiot will not be convinced by any argument". So I consider the discussion on this topic to be over.

... my average ITV shares price at ISA account is about 79 pence now

All the best for the real ITV shareholders

AND SO FOR THE FUTURE

And if I can add something else from myself, if you can see the sale of 136,370 on the ITV Daily Share Trade (before 26th November when the current dividend is paid - because dividend will be re-investment as usual into new shares) it means that I have just sold the ITV shares I have in my ISA account. Then it will also be easy for all trolls to calculate my approximate financial losses and of course cry over my fate.

I don't greet our forum monkey grove.

For all the trolls who have a problem with math: 30 million ITV shares bought back in a month already today (probably after today about 30.8 million). So I recommend our forum idiots to stick to their shorts. Besides, they have a problem with math not only in this topic. I think that the company's upcoming financial results will definitely help them learn to add. I also suggest buying the Shell, BP or THG shares recommended by them - after all, if you play the stock market, do it with a flourish (it's worse when you don't have anything to buy). When calculating their financial losses, they can console themselves by counting them for my 405k ITV shares, wondering how, when and for what they were bought with a strange way my average price (including paid and unpaid last dividend) is only 67.0247 with tax and fees. All the best for real ITV shareholders.

I have a clear assessment of the situation, as I have said many times before. The pessimism prevailing in this group is also a reflection of the situation prevailing on the ITV share market, where up to 70% of turnover and demand can currently generate buyback. This indicates a lack of faith in these shares on the part of small investors, and at the same time the susceptibility of the price to manipulation by speculators playing on drops in the value of shares and fluctuations related to low turnover during stock exchange sessions. The disruption of the entire speculative fun by the impact of buyback is visible both in the changes in the price of ITV shares and in the negative comments and assessments of this process that appear from time to time on this forum, questioning both the justification of this operation and the economic value for the company and the shareholders themselves. As I have already said. I believe that the upcoming potential negative market scenarios related to the US presidential election, the new UK budget or the ITV company's financial results and forecasts for the next half-year - all of this is already in the current price of ITV shares. At the same time, the market does not value potential positive events, whether they have already occurred or are coming. The impact of the rejection of the EU's financial claim has been ignored, the upcoming Canal+ IPO is ignored, and the financial results of Chanel 4 have been selectively treated, failing to see in them an announcement of an increase in online advertising revenues for ITV. And there is much more that could be mentioned. That is why I find this pessimism amusing and the buyback as made very intelligent and calmly. After all, the cheaper they buy the shares, the more shares will be bought back and will disappear from the market. And today or tomorrow, the barrier of 30 million shares bought back in a month will probably break. Now the question is: What supply of ITV shares is generated by small short positions? According to my estimates, we are talking about securing 15 to 40 million shares, currently probably closer to the upper limit. So

Alboumphoto how do I think about this, the time will come that "I can p*ss myself laughing at you".

Robs60

My story with ITV began in February 2022. If you have been here for over 6 years, it means that you invested when the company was eating up its capital, paying generous dividends and having no idea for the own future. What were you guided by then, because for me your assessment of the situation then is just as adequate as today. And generally, if it is so bad, what are you still doing here? After all, with your knowledge and experience in investing in the stock market .....

France's Canal+ IPO at London Stock Exchange

The entire telecom market in the EU and the US is valued at 2-3 times higher than in the UK. For example, Vivendi which is an owner of Canal+ has a P/E of 27.1. It should be assumed that after the spin-off of Canal+ at an IPO of £8 billion, the P/E ratio will reach upper levels exceeding even 25. In my opinion, it is unlikely that this will cause a decrease in the value of ITV shares, but rather an increase in interest in the company and an inflow of investment funds to the ITV share market. But of course, our trolls and the rest of this "company thinkers group" on this forum (I don't want to say idiots) will probably say that it will be the other way around and that Canal+ with its LSE listing offer will ruin ITV, which is no longer worth anything to them. As someone once wrote: No truth will convince morons. I am only trying to show the way to those who respect their money.

France's Canal+ IPO at London Exchange Stock

Proactive Investors - French television and film group Canal+ is hoping to fetch a valuation of up to £8 billion share when it lists on the London Stock Exchange by the end of the year, which could help spark the start of a comeback for new listings in the City after a deathly quiet few years.

If they are worth £8 billion and potential investors would expect at least a 10-20% profit, how much is really worth ITV full business?

How will such an offer in December potentially affect interest in ITV shares and their market valuation? This is a non-binding question for thoughtful ITV investors? At a valuation of £8 billion, the P/E value of the IPO is in the range of 11-20, depending on how much assets go into the demerged company.

..

Helping trolls count my investment losses on ITV let me just remind you: 405k shares and average price 67.0427 pence.

And if I may add something, my holdings increased yesterday by another 10k ITV shares, at an average price with tax of 75.65p. I can hear the trolls howling in the distance - let's see how much I lose on this by the end of the year. Well, being the owner of 405k ITV shares must hurt (trolls).

"Squeezing the lemon" continues. We are waiting for a breakthrough. Listening to trolls without knowledge, experience and above all without money is ALWAYS expensive and painful. We all know that investing on the stock exchange is as a long, very long road, often painful too. But patience always pays off.

If I can suggest something, it would be:

Read the news flowing from the company and those from outside allowing you to forecast their impact on the financial situation of ITV. Take advantage of the others knowledge, and remember to make any decisions after thinking and carefully calculating potential profits and losses. The market rarely behaves exactly as we predict in the short term, but in the long term it is our experience and peace that allows us to earn. Risking the capital we trade for minimal and uncertain profits is always a mistake. Before you decide, calculate how much you can really earn or lose, and realistically assess your chances. And think think, think - do not give in to momentary emotions, because they are always the most expensive and are rarely a good solution. And if you listen to the opinions of people writing on forums, remember that some of them will always be most pleased with someone else's financial loss and defeat, some live off your losses by betting on the opposite side of the market, some of them, which is also possible, can earn income by presenting the opinions of their sponsors here. So use other people's knowledge wisely and remember that sometimes it is worth taking a moment and following other people's entries from a longer period. You decide, you risk your capital and you bear the costs of it. So I will say it again, think before any decision.

Patience, knowledge, intelligence and calmness are something that owning ITV shares has been teaching us for a long time. Our time will soon come. It depends on you whether you will take advantage of it.

All the best to all real investors and ITV shareholders.

Looking at the buyback, this month it has already exceeded the entire purchase last month. It looks like we have a chance to reach 30 million shares this month. Now the question is, when will it finally affect the ITV share price and what effect will a potential increase above 82-85 pence have on short positions? Of course, if it happens. And I am not talking about those visible short positions opened by large players, which at least partially secure the actually purchased ITV shares, but about small players who have been betting on the decline of the ITV share price for months. The ITV share market has been stagnant at a similar price level for almost two months, ignoring positive changes coming from the company and its environment, remaining in fear based on the past. And this should soon lead to a sudden change in one of the directions. We'll see if having ITV shares puts me and my optimism on the right side of this market.