Member Info for Redcain

Journalists are aware that a deal is imminent. They are not, understandably, happy. However, they usually know what's going on and are sounding klaxon. Expect news soon.

https://www.nuj.org.uk/resource/nuj-concerned-proposed-comcast-itv-takeover.html

A Danish pension fund has placed SpaceX on its blacklist, having previously sold off US Treasuries due to Trump's threat regarding Greenland. The fund claims that SpaceX is "significantly overvalued" and has a "catastrophic governance structure," particularly as Elon Musk aims to accumulate a fortune of one trillion dollars.

We are witnessing a tectonic re-shaping of the UK media industry and advertising market, fuelled by the wealthiest corporations on the planet and vast technology resources.

https://uk.themedialeader.com/apocalypse-soon-why-the-itv-comcast-deal-will-make-new-regulation-essential/

LeeRex,

Thank you for your thoughts, however I don't entirely agree. Your statement is partially correct but requires some clarification. The concept you're discussing 'high-speed rail and similar transport initiatives' in the UK was not fully realised at the time in question.

Yes, high-speed rail was initially proposed and introduced by the Labour government in 2009, which was a remarkably forward-thinking initiative under Prime Minister Gordon Brown, with robust support from Transport Secretary Lord Andrew Adonis.

In contrast, the Conservative government, under David Cameron, took over the project and later expanded on these plans, officially launching the High Speed 2 (HS2) initiative. They have been responsible for most of the cost overruns and have mismanaged it disastrously.

Thus, while the original vision originated with the Labour government, the Conservatives squandered their role in its development and implementation.

Http://specificationonline.co.uk/articles/2026-05-20/department-for-transport/cost-of-delivering-hs2-could-be-up-to-102-7bn-with-trains-unlikely-to-run-until-2039

Oh, hold on! I completely forgot that the previous government actually tried to build something! HS2 was launched during the Coalition Government, where the Conservative Party and the Liberal Democrats came together in 2010. Fast forward, and now it's way over budget, not living up to its promises, and it turns out it's cheaper to keep it rolling than to cancel it. Looks like we're in for an extended financial commitment that will affect us for years to come.

I don't see why anyone shouldn't regularly post anything and everything to support their views, provided it's not in the same league as the nonsense posted by the Tomfoolery club. Every little bit of information can be useful, even if it sometimes feels a bit like grasping at straws! BigEgo's contributions are welcome.

The strongest sign of stress inside the subscription economy is the aggressive return of advertising.

https://www.easterneye.biz/consumers-cancelling-subscriptions-economy-pressure/

Reports emerged on March 4, 2026, indicating that Banijay was considering ITV Studios as a takeover target. During a conference call about their merger with All3Media, the CEO stated they were open to exploring interest in ITV Studios (not ruling out). The emphasis was on consolidation being the name of the game.

Note - Recent Price Movement for Banijay.

May 11, 2026: Closed at €9.00

May 12, 2026: Closed at approximately €8.42

May 13, 2026: Closed at €8.92

May 14 (today), 2026: Closed at €9.18 (2.00% increase).

It's worth watching, as anything could happen!

A more positive indicator was the 14% increase in digital advertising revenue, boosted by a strong start to the year for ITVX, which saw a 13% rise in total streaming hours.

https://deadline.com/2026/05/itv-sky-deal-active-discussions-q1-trading-update-1236902260/

The focus will now shift to the World Cup, which is anticipated to significantly boost ITV's viewership even more. ITVX plans to launch a specialised 'World Cup Coming Soon' section on connected TVs and mobile devices, providing essential updates and features leading up to the tournament. This section will feature 'match awareness' notifications to keep users updated on upcoming games and a 'Remind Me' function that enables fans to set alerts for specific matches, ensuring they won’t miss any of the excitement.

We're cruising at altitude! ITVX has just revealed its April 2026 streaming figures, and they're soaring higher than ever with a record-breaking 311 million streams, which is up a joyful 24% from April 2025!

https://www.itv.com/presscentre/media-releases/itvx-records-strongest-april-performance-date-311-million-streams

Regarding the King's U.S visit and Listening to Trump's poor grasp of the English language is somewhat amusing. The sentence "Charles agrees with me, even more than I do" suggests a level of internal conflict or duality. He's barking!

Get Ready for the World Cup!

ITV is the Viewer's Gateway to the World Cup Frenzy!

With World Cup 2026 just around the corner, ITV is primed to deliver a significant boost for our shareholders. Millions will flock to their screens for what promises to be an unforgettable tournament, foregoing expensive tickets and travel hassles for the comfort of home!

This is more than just football; it’s a golden opportunity for ITV to skyrocket its viewership and advertising revenue.

The effect of the war on world economies is difficult to circumnavigate (regardless of who might be in power). America, and the world, is witnessing firsthand how Trump bankrupted so many of his own companies.

We may or may not see a return to bombing. If it does happen it won't change anything. America is witnessing firsthand how Trump bankrupted so many of his own companies.

In other news today, the latest figures indicate that the United Kingdom has reclaimed its status as the fifth largest economy in the world.

https://www.thelondoneconomic.com/news/uk-economy-fifth-largest-in-world-imf-figures-405307/

There are mixed messages, coming from airlines and the media, about how long aviation fuel will last before restrictions are imposed. Does anyone have reliable information on this?

Still not recovered, opportunity persists

Muchaboutmoney,

I hope you are feeling better now, you certainly seem to be firing on all cylinders. I wasn't intending to set you up to fail, I'm genuinely interested in your views. In a hypothetical scenario, what other fundamental considerations do you believe would guide Navitas's decision-making process should it choose to pursue an acquisition of Rockhopper?