Member Info for Rock8

HTTps://www.reuters.com/world/uks-itv-sky-still-actively-engaged-deal-itv-ceo-says-2026-06-04/

SMS made some comments to Bloomberg about Tech not returning to marketing spend as expected across the industry.

That wont help combined with his comments about the hurdle to climb to increase margins and GROW revenue - New business has not been good for Sfor so far this year.

HTTps://www.bizasialive.com/sky-itv-nearing-deal-for-landmark-uk-broadcasting-takeover/

Good find thanks BigEgo.

Great news

Its with the lawyers.

My guess is before end of May?

Radioagent

Thanks for the update

Good spot.

He wont sell to WPP.

The hatred been the two companies is a industry legend.

More likely for hell to freeze over.

FYI - Article dated December last year.

Likely took most of Liberty Position?

Blackrock increased position from 5.01 to 6.69% last Fri 20th March.

Excelllent

In safe and sticky hands

hTTps://uk.advfn.com/stock-market/london/itv-ITV/share-news/ITV-PLC-Holdings-in-Company/98123133

Sorry 2 x 12.89m trades at 83.6p

Yes 12890000 shares traded @ 83.60p (must be buy as at day high price) shown after close but traded at 1206pm today on LSE off book.

Odd but assume they had to show it after close as it would have influenced trading.

Jacko

No options expiry day is 20th MARCH 2026 not today.

Dates for 2026

March 20, June 18, September 18, and December 18

The analysts forecasts of 2028 will also assume Matt does not continue to chase revenue growth at the expense of THG PLC profit.

The analysts suggest that it will be profitable by 2028 - Thats the forecast anyway.

That’s not 2025.

Mate these are the same people that allowed the company to say at that after demerger THG Remain Co would be a profitable company!

Anyone reading the accounts published at the demerger knows that wasn't in the true sense of the word AT ALL TRUE.

Get real, we all now know what Matt does.

Crafty that’s not true is it?

Its likely a non exec director or two might have been allowed to compare the contracts pre and post demerger to ensure THG remain were not being disadvantaged. But extremely unlikely there was any outside scrutiny or independent outside tendering for contracts so how would we ever know if the contracts for services were ever competitive pre or post demerger? After all it was just internal transfer pricing so neither public nor transparent.

As Matt said when asked on recent conference call the licensing deals are nice to have with wafer thin margins but little ongoing work once established.

Good news but I repeat likely does not warrant an RNS as not financially meaningful.

Likely a nice but not financially meaningful deal/partnership so doesn't warrant an RNS.

Cong

To fair to AI sounds broadly correct without a significant reduction in debt (VAT refund, further dilution/capital raise or significant asset sale) or margins improving significantly (Whey price reducing and not passed on to consumer)?