Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Very positive, but let's see if it puts a few pence on the sp this week and what Dame McCall has to say on Thursday.
The share is overdue a re-rate, it is still 22% down on the 110p it stood at last March and as much as 35% down on 2022 highs. On the strength of the Mail article, there is nothing holding it back.
Malone has 10% of ITV and he will use it anyway he can to get top dollar for it or to scupper competition. Wouldn't surprise me if Malone surfaces again on ITV, he is hand in hand with Banjay Production and Peter Chernin who have shown interest in ITV Studios. Banijay have been buying up smaller banners in a bid to gain scale and secure IP. some would say they are on the end Malone's puppet strings. I think there could be an announcement by ITV soon.
I have ITVx through Amazon Firestick, it's been faultless and I am now getting the premium no ads. I am impressed with the content having watched a 'Spy Among Friends' and 'Litvinenko' and the TV movie version of '12 Angry Men'...over the Christmas period. I have ended my subscriptions to Netflix and Prime, atm I have only ITVx as a paid streamer. Hopefully ITVx will be a success, I have only seen good reviews so far!
McCall took the same stick at Easyjet, she got there is 2010 when the share price was just over 300p, she changed things slowly and took loads of stick from armchair know-alls, she took the share price to 1550p or a five bagger.
As the sensible posts here say, nobody reckoned on the pandemic, which has been a big hurdle for Dame McCall and just about every other broadcaster on then planet.
ITV 's ' I'm a Celebrity get me outta here' delivered terrific viewing figures. ITV in the first seven places at week.
1 I'm A Celebrity... Get Me Out Of Here!2022-11-09 21:01:00-22:16:21 ITV 5,608 2,942 2,752 11,302 47.3%
2 I'm A Celebrity... Get Me Out Of Here!2022-11-07 21:01:00-22:27:24 ITV 6,084 2,671 2,364 11,119 52.7%
3 I'm A Celebrity... Get Me Out Of Here!2022-11-08 21:15:00-22:27:01 ITV 5,878 2,463 2,698 11,040 52.1%
4 I'm A Celebrity... Get Me Out Of Here!2022-11-13 21:02:00-22:14:01 ITV 5,746 2,617 2,428 10,792 46.8%
5 I'm A Celebrity... Get Me Out Of Here!2022-11-11 21:01:00-22:13:01 ITV 5,436 2,669 2,658 10,763 46.2%
6 I'm A Celebrity... Get Me Out Of Here!2022-11-10 21:01:00-22:15:21 ITV 5,353 2,795 2,501 10,650 42.9%
7 I'm A Celebrity... Get Me Out Of Here!2022-11-12 21:00:00-21:59:18 ITV 4,717 2,292 3,005 10,014 48.0%
8 Strictly Come Dancing2022-11-12 18:57:30-20:23:19 BBC 1 5,811 2,285 1,235 9,331 48.4%
9 Strictly Come Dancing2022-11-13 19:22:45-20:01:45 BBC 1 6,094 2,126 423 8,643 42.3%
10 The Great British Bake Off2022-11-08 19:59:31-21:13:27 CH4 3,021 1,843 2,580 7,444 34.8%
11 Coronation Street2022-11-07 20:00:24-20:57:47 ITV 3,663 1,077 652 5,391 32.2%
12 Coronation Street2022-11-09 20:00:13-20:57:33 ITV 3,482 1,032 814 5,329 30.8%
13 Coronation Street2022-11-11 20:00:26-20:57:10 ITV 3,555 849 905 5,308 29.5%
14 Countryfile2022-11-13 18:22:36-19:22:44 BBC 1 4,772 237 85 5,094 31.3%
15 Michael Mcintyre's The Wheel2022-11-12 17:59:22-18:56:44 BBC 1 3,744 818 431 4,993 32.6%
16 Emmerdale2022-11-07 19:29:00-19:55:33 ITV 3,373 1,094 442 4,909 29.3%
17 Blankety Blank2022-11-12 20:25:29-20:58:30 BBC 1 3,732 841 240 4,812 30.2%
18 Emmerdale2022-11-08 19:29:00-19:55:31 ITV 3,334 1,001 453 4,788 28.4%
19 Emmerdale2022-11-11 19:29:00-19:55:15 ITV 3,036 968 654 4,658 30.5%
20 Emmerdale2022-11-09 19:29:00-19:55:36 ITV 3,130 1,142 383 4,655 28.0%
21 Emmerdale2022-11-10 19:30:09-20:26:37 ITV 3,087 924 521 4,532 27.6%
22 BBC News At Six2022-11-09 18:00:00-18:31:45 BBC 1 4,174 330 0 4,504 31.9%
23 Top Gear2022-11-13 20:03:23-21:00:18 BBC 1 2,473 782 1,213 4,467 22.5%
24 BBC News At Six2022-11-07 18:00:00-18:32:01 BBC 1 4,037 247 0 4,284 29.2%
25 Royal British Legion Festival Of Remembrance2022-11-12 21:00:00-22:40:49 BBC 1 3,522 439 205 4,167 23.9%
Just read an interesting post on ADVFN. The biggest content provider in Europe Banijay have been in talks with ITV about buying the ITV studios arm.
Didn't a recent ST article say Dame McCall has intimated the studios are worth £3 billion, does that mean the rest is valued at zero! If ITV did sell the studios, would the funds be distributed to shareholders?
Dame McCall's ITVx will be launched soon and all those kids will be signing up for ITVx and adding to the subscriber level.
No TV licence required, thousands of hours on new and old content, they are queing up to join. It's gonna be a winner and all the doubters will be wishing they'd picked ITV up at 62p.
You don't have to be brave to buy shares in ITV, the word brave and bargain are not exclusive to ITV. Like I posted peachy, imo ITV will probably not get any cheaper than the 67p they are today. However, I am in for the duration, the time factor means little. Remember that it's not 'timing' but 'time in' that has been the long term investor's friend over many years.
I laugh when I read the comments on here...so now we have the designated psychiatrist giving NigeCo his annual assessment. All of the usual rubbish spouted by the know-alls, like all savvy investors Nige and many others are tie investors who know that ITV have all the ingredients to get back up to 120p and more.
Just for the record, the bears may be out atm, so there are just a few bargains to be had for those who are brave enough.
Brokers
20-Jun-22 JP Morgan Cazenove Overweight - 170.00 Reiteration
14-Jun-22 Shore Capital Buy - - Reiteration
16-May-22 Berenberg Bank Sell 64.00 66.00 Reiteration
12-May-22 Barclays Equal-weight 95.00 85.00 Reiteration
11-May-22 Shore Capital Buy - - Reiteration
03-May-22 JP Morgan Cazenove Overweight - 170.00 Reiteration
26-Apr-22 Morgan Stanley Equal-weight - - Reiteration
22-Apr-22 Shore Capital Buy - - Reiteration
21-Apr-22 JP Morgan Cazenove Overweight - 170.00 Reiteration
14-Apr-22 Morgan Stanley Equal-weight - - Reiteration
14-Apr-22 Berenberg Bank Sell 128.00 64.00 Downgrade
05-Apr-22 Shore Capital Buy - - Reiteration
09-Mar-22 Deutsche Hold 130.00 100.00 Downgrade
24-Feb-22 Shore Capital Buy - - Reiteration
08-Feb-22 Deutsche Buy - - Reiteration
28-Jan-22 Barclays Overweight 160.00 160.00 Reiteration
25-Jan-22 Deutsche Buy - 130.00 Reiteration
10-Dec-21 Shore Capital Buy - - Reiteration
10-Dec-21 JP Morgan Cazenove Overweight 210.00 215.00 Reiteration
10-Dec-21 Citigroup Buy 170.00 170.00 Reiteration
19-Nov-21 Berenberg Bank Hold 109.00 128.00 Reiteration
11-Nov-21 Barclays Equal-weight 125.00 140.00 Reiteration
10-Nov-21 Shore Capital Buy - - Reiteration
01-Nov-21 Deutsche Buy 128.00 130.00 Reiteration
22-Oct-21 Shore Capital Buy - - Reiteration
19-Oct-21 Deutsche Buy - - Reiteration
08-Oct-21 Barclays Equal-weight 135.00 125.00 Reiteration
29-Jul-21 JP Morgan Cazenove Overweight 170.00 176.00 Reiteration
28-Jul-21 Shore Capital Hold - - Reiteration
28-Jul-21 Berenberg Bank Hold 109.00 109.00 Reiteration
20-Jul-21 Berenberg Bank Hold 117.00 109.00 Reiteration
06-May-21 JP Morgan Cazenove Neutral 165.00 170.00 Reiteration
06-May-21 Barclays Equal-weight 125.00 130.00 Reiteration
05-May-21 Berenberg Bank Hold 112.00 117.00 Reiteration
04-May-21 Shore Capital Hold - - Reiteration
10-Mar-21 Berenberg Bank Hold 95.00 112.00 Reiteration
03-Mar-21 Shore Capital Hold - - Reiteration
01-Mar-21 Deutsche Buy 40.00 53.00 Reiteration
12-Nov-20 Shore Capital Buy - - Reiteration
20-Oct-20 Shore Capital Buy - - Reiteration
10-Aug-20 Shore Capital Buy - - Reiteration
12-May-20 Shore Capital Buy - - Reiteration
Sunny, so you think that a 'big fish' will come along and buy ITV for 70p a share....what planet are you living on? So you think that because the share price this morning is 68p, the whole of ITV shareholders would sell at 70p. The float out there is being traded for 68p, it constitutes a tiny proportion of the 4 billion plus shares held. Any number of Billionaires out there would love to buy ITV for 70p a share, double that figure and add a bit as a starter. And before you buy anymore shares, swot upon bids and mergers and how they work.
Hi Contr123....Several of my posts were removed also and I was astounded by the action. I saw nothing untoward in anything I posted and had decided not to post on board again. No e-mail to inform just removed several posts. Very strange and out of order to remove posts.
Although I didn't agree with you on some things regarding McCall, I still wanted to read your input. The thread is no help if it is censored, I never post on ADVFN because of real trolls and now I will stop posting here as it is a waste of time if censorship is in force. Go to ADVFN if they want to see moronic trolls in force.
Nige Co...you are correct in your assumption of Bmouth Tom. If there are 20 identical houses in your street and one is sold for say £100 because needs must example because of recession, slump, bankruptcy, margin calls or a hundred other reasons, on Tom's reasoning someone with the money can come along and buy the street for £2k...if only!!! Fund managers are not in the market to lose and they never do, hedge funds may appear to take a loss, but it is also often window dressing.
ITV will not be sold for peanuts barring Putin attacks the UK and then we are all done for. On the ADVFN ITV board atm there is an all out deramp camapign happening, very easy for me and my professional colleagues to see through, but I would wager that some will have sold on the fear this well organized troll operation has struck . Manipulation, trolls, derampers, tales of bust and 20p a share.....seems a lot of people are doing their best to keep ITV down. When this takes off it will wait for no one, my advice is stay long and forget all about 20p and think more about 200p and more, because the sum of the parts, the cashflow and McCall's ITVX are all reasons to be long!
Liberty with their 10% holding and the pirate John Malone have been a thorn in the side of ITV ever since he got involved. Many experts think that the share has been kept down artificially. It's easily done when so few shares are available to buy. All the selling was done by shorters back in March and nothing has changed. I pray these parasites will be caught out, but at the moment they have the upper hand.
For all those who blame McCall, they produced sterling numbers and ITVx is the future, she is not to blame for the ridiculous fall of 40%. It will all come out in time, but we have to wait.