Member Info for Pogo001

After today's US labor market data, it should be assumed that they are probably waiting for not 2 but 3 interest rate cuts in the US by 0.25% up to the end of this year (or two in total 0.75%). In addition, it is worth starting to assume not one but two on a similar scale in the UK too (0.5% total). What does this mean for the market of a specific group of shares? Well, please remind me on 31st December 2024 my today's post along with the earlier ones regarding the minimum price of ITV shares in the range of £1.2-£1.5. For now, there is no point here in discussing with some of the pseudo accounts.

Jedclampit

Keep praying.. and make (earn?) your tips.

I took advantage of the opportunity and maxed out my credit card by buying another 5k ITV shares. That makes 20k shares bought in 10 days at an average price of 79.93 plus tax and commission. To expensive? From my perspective, no. And as of today, I am the happy owner of 350k ITV shares on both accounts.

Every person should be suspected of thinking. Reading these posts, I come to the conclusion that this is not necessarily the case.

As for the price of ITV shares, faith supposedly works miracles. Stupidity supposedly has wings. I'm lucky, I'm an atheist and unable to fly on my own. As you can see from this forum, I'm in the minority, although if we assume that most of the nicknames here are the work of just one or a few people, then minority doesn't necessarily mean majority.

The truth is that after a few days of decline, there are already many opportunities on the market, probably guaranteeing a much bigger and faster return on investment on the scale of the next few trading days. Is the risk really worth accepting? This is an individual decision. I, taught by experience, prefer my long-term view, although I also take advantage of the opportunity whenever possible. It is important to remember that the purchase price is not really important, because in the end it is always the sale price that counts and whether we realize a profit. And with the latter there are problems. So I wish all trolls good luck in making decisions, and I recommend investors to be patient and implement their previously intended investment strategies.

If one big BOOM happens, then nothing really matters, because we will not live to see what happens later anyway.

Jedclampit

The share price you would like to see has nothing to do with reality. For this, a different macro situation is necessary, both the economic one in the US and the political one around the Iran-Israel conflict. I understand that people who do not own ITV shares are still praying for the possibility of buying them back cheaper, so that they can prove to themselves and others how clever and intelligent they were. And the truth is that their investment decisions have nothing to do with the financial situation of ITV, the forecasts or the future of this company, and therefore the real price of the shares on the market. Watching the value of the investment portfolio fall may not be pleasant, but investing is also about accepting changes in the share price that are not in our opinion should be, especially if they result from external factors. On the US market today we are dealing with a long-awaited correction, if not a breakout of the AI ​​bubble - but the reshuffling of large investment portfolios has been going on since at least the end of March and will not have a negative effect on the value of the sector represented by ITV. Quite the opposite, because they result in a shift of capital and this towards the entire UK stock market. A fool will not understand why but knows in his own mind that he lost again, a wise one closely observes the trend and knows what I am talking about. In the short term, the Iran-Israel situation may have a more negative impact on the stock market. However, as I said before and as we have observed real situation before, I think that pragmatism on both sides will decide. Retaliation is retaliation, but political and economic realities show that the conflict will bring much greater turmoil with a possible loss of power in Iran, and in Israel it will sink Netanyahu even further. It could be probably beneficial only for Russia for a moment, although after a while it would backfire. So today the fear of the weekend and retaliation dominates. The USA together with NASDAQ is already in the prices of British stocks. A wise investor takes advantage of the opportunity and knows what to do. One without knowledge, counting previous losses and mistakes made, will still see only negative in today's situation on the stock exchange.

The herd of sheeps are still crying how bad it is... And the truth is that from the yearly peak price at the end of the day we are just about 5% under. After six days of decline. Blood was shed on the market today. The banking sector, which should be a reference point for the state of the market, lost 5% today or up. And of course the idiots don't see it, they don't know why, and don't trying to think what it means in the future for companies like ITV, especially for ITV.. Oh... I forget that the rams are still waiting for a price drop and a return to last year's fun game, up and down .... and we're looking for a deer to get sh**t tips. I only hope that that the stick stuck in their as***s will be up when they have to watch their hated CEO lead ITV above subsequent price levels, over £1, £1.2 and £1.5.... Without them, because in the end being a troll and an idiot has to cost. And all they will be left with are constant conversations with their next egos, carefully hidden under many nicknames.

Jedclampit

I bought 5k with a price about 79.20. Litte cheaper than last week. I was little scared to use my credit card especially that will be able to repaid on the and of the month, but as we see it was a good decision. Fortunately my forecasts about today's rate cuts were good, and reaction after was as I predicted.

End of the month was similar like some from the past, when big shareholders made own games in own portfolios + possibly we have an extra shorts made by small investors,.. but I wasn't scared about it.

After today's buyback and after 7 market days I think that we have about 20 millions shares less in free float and it's a very good sign for the future of ITV shares price.

I am a smurf.

Sounds better than being a troll.

I apologize in advance for my comments and strong language. Unfortunately in my opinion people who invest their money in stocks, sometimes supposedly for the long time, should be expected to have at least basic knowledge of macro or micro economics. Otherwise, their entire investment is like the history of a casino game. I have nothing against it, but for me it is a very weak basis for both publicly advising others and, above all, making money at least at the level of the market average. My approach to ITV does not mean that I am not wrong and it itself should be a reference to the way of thinking and investing of everyone present here. However, I have tried to share my knowledge and experience all my life, on this forum for free and believing that as small investors we will always stand on one side of the barricade. So I do not enjoy other people's losses or failures, especially when they result from emotions heated up by the trolls here on the forum. I also try, as one of the few, to present the basis for such and not other decisions made by me. Many of the macro conditions are stretched in time. With a high probability that they will come true, it is difficult to specify the exact date. You all have a chance to get to know them and think them over. But all of them as such should be a guide for individually made investment decisions. I also believe that sharing knowledge is the basis of the existence of this forum. I value the comments, opinions and work presented here by several of the participants. I will always combat trolling with words that not everyone will like. This is who I am every day and I do not intend to change that.

All the best for real ITV investors and shareholders. Be patient.

Tomomalley123

You are just a little troll, with no education or knowledge of micro- and macroeconomics. Trying to influence our investment decisions for probably some financial gain. A Russian troll with a big ego, trying to compensate on this forum for his lack of intelligence and as they say in my country "a little bird between the legs". Kind of like the story of the BMW drivers. It can be cured, so maybe you should seek medical help.

And as for the other intellectual amoebas on this forum (but please no offence). What statistical effect does every a 0.25% drop in interest rates over 3 months have on costs, advertising revenues ITV and Studio production? And one more question. What statistical effect does every a 0.25% increase in annual GDP growth forecasts have on revenues and profits in the segment of the entire advertising market? I suggest you look up and think about the answers for this industry, then transfer it to ITV.

I never got a problem to pay higher taxes if it's mean I get more money from my work and investments. Some people never be able to understand it. They are like some of my friends - not working more, no taking an overtime just because of the tax. And it doesn't matter that they have less money in their pockets and constantly complain about their finances.

I didn't say that my way of investing is the best or the only one. I just think that just as consistency counts, so the effects of our actions show the truth whether we are right in the long term or not. That's why I advise everyone to curb their emotions and just take a calculator in hand, also physically assessing how much time and commitment the result obtained costs us.

Jedclampit

I don't risk my capital fighting for tips, which able to make me money for a free coffee. That always leads to losses. Also, as I recall, you sold your ITV shares at a price much lower average than they are now, counting on a downward correction in the ITV share price - and as you wrote before apparently you sold them all. On the other hand me, which bought same time when you sold thousands more starting at 76p. So maybe look at your portfolio this year as a whole, and also at the income from new investments this year. Because new investments at £0.81 have already brought me over 18%. And that's it for my approach to this investment and simple math. Tomorrow we will probably have the first interest rate cut in the UK. I have been talking about its impact on the price of dividend shares for a long time and I wrote about it in detail in March, as one of the factors that will contribute to the shift of capital towards these companies. Failure to understand the rules of the capital market and treating this place like a casino is the main reason why investors lose money or achieve profits below a decent average.

If someone wants to make money on the market, they must have a serious and long-term approach to it. Otherwise, it is just fun that sooner or later leads to losses and frustration, which create such a large group of trolls on this forum. The stock market was for a long time the main way of earning a living for me. I broke up with it, feeling saturated and the emptiness that this job created in my personal life. Today, by combining my investments with work, I have limited its impact on my daily and personal life. However, I still stick to the principles, treating it as a long-term place to make money and not a casino. This is something that many people here are unable to separate.

From my point of view everything is on the good way. Am I happy that it's going so slowly? NO and YES. Always better to see how it your portfolio is growing up and up... But as I said I am not interested to sell my ITV shares under £2-£3, and I know that slowly progres in share price increase is very important to make this price real. To fast growth will finished with price decrease under £1 lewel again. I'm interested to get my another divi too, same as to buy more cheap shares which unfortunately is depending from limited money on my bank account. I have 340k shares, when last 10k was bought last week just under 80.50 pence. And again - divi at 1.7 pence per share sounds good for my pocket, that I will be happy to buy more ITV shares as cheap if it is possible. I still have a plan to buy up to the price level about£1.2-1.3, but it's depending of all market situation. Is my plans are real? I hope and I think so. For years I had a good nose to my investment. Hopefully this time too.

Buyback depends on the tranche of cash flowing into the company carrying it out, the purposes it is to serve, the assumed level of the number of shares it is to concern in the final state, the date of its completion assumed by the CEO and the board. Its intensity also depends on the share price and, I think, when we are thinking about price level is important the level of valuation of the share price presented on the market by the company carrying out this share buyback. We have no idea about most decisions or can only guess at them. And if the buyer values ​​the shares at around 90 pence, it is difficult to expect him to aggressively buy much more expensively or just below the limit. As long as the market allows, as long as there is liquidity enabling purchases in quantities that satisfy the buyer - price changes are not large and the whole process has a stabilizing effect on the price. When supply decreases, the price slowly increases, allowing made this process in quantities satisfy the buyer. If there is a greater demand, then the buyback will also move its purchases to higher price levels. This was visible in the last few months and is the standard behavior of shares in such cases. Buyback does not serve speculators but stabilizes the price of the company's shares and slowly increases its value. The investors themselves must take care of the strong growth. I also remind you that we are at the end of the month, so as usual, patience is advisable. Anyone who thought before that £250 million in buyback will be spend in 2-3 months is not right about . Stock market isn't a casino. People need to understand it and any decision which they ate made need to include this. I think that we are just before upgrade of brokers recommendation as well as we are before rate cut too. All together with improvement financial situation of ITV will help to get a share price up. We are still just less than 5% from the high yearly, closing day price. From tomorrow monthly change will be bellow or nearly 0, which is important too. Patience is always very important.

Greetings to the buy back team. We, the true investors of ITV, hope that you will do your job much more aggressively than you have done so far. After all, you are investing our money too.

No one wants to discuss with trolls or with the next incarnations of Tom.

If you do not believe in the growth of ITV shares or have reservations about the company's management, do not believe the forecasts, think that this company is worthless and has no prospects and any future - WHAT ELSE ARE YOU DOING HERE apart from being a troll.

£1.20-£1.50 on the end of this year is on the way and we know why it's possible and it's not just a dream.

Greetings to real ITV investors. Let's be patient and do our thing.

JPMorgan

"We think the backdrop for UK equities is looking favorable, on attractive valuations, improved political clarity and potentially lower bond yields, making dividend yields more attractive again,” said analysts at the U.S. investment bank, in a note dated July 29."

If I cared about what trolls or people without any economic knowledge say, I would spend my whole life proverbially digging ditches... Life and development do not follow idiots. So let's wait for a change in broker ratings and do our thing as always.

After results

P/E Ratio over 50% down

BigEgo

Thank's