Member Info for rylidan

So that "buy" is showing as a sell, as is my buy.
The spread was very small when I bought, so I agree, it seems like some large orders being worked.

Doh, sorry that's 10.5p....

Should be a third, 20.5p. Will find out soon.

I see Citadel have reduced their short below the reporting hurdle. I also see Blackrock are short and long, so now not sure that they really are short. However, they are both reducing their shorts slowly and that should feed into an appreciation of the share price. Looks positive to me.

Not sure I agree that BATS should buy back here. It does not seem to be stemming the sells. Let the selling stop and then buy back.
I am continuing to hold as its proven to be a nice steady earner, and my average is low, yielding 8%+ on my investment.
Lots of change in the pipeline, and transition going well. I really can't call if it will be £40 or £27 at end of the year, but my dividend looks safe!
If it ends up at £40 I guess the buy backs will be good value.

Nice to see buy back started. Authorised to buy back roughly 15% of the shares at a price up to NAV.

Ashtead was the among the best performers, up 4.0%, after the equipment rental firm's US rival United Rentals reported record second-quarter results after the New York close on Wednesday.

There's always a lot of negativity here because many are shorters trying to dampen enthusiasm. That is what they do. You are correct, we should be well over £1 a share, but the shorters need to exit.

There's no such thing as bad publicity! I dare say it pushed up the price of those advertising slots and made them more desirable.

I tend to disagree. It's easy to see that we're going to see volatile action while shorters are around, and more than likely wanting to exit with maximum profit. However, a decent set of results tomorrow, that confirms the expected dividend, and shows a good EPS, just adds more to the value case here. Nothing goes up in a straight line! I did think at one point he may be involved with one of the shorters, as most shares that are being shorted, have annoying posters to try and depress sentiment. Anyway, I'm still buying on any dip, although my own view is that we should easily be over £1, and closer to £1.30 with the current balance sheet. In it for a long term decent dividend, and the company have already stated that their policy will be a progressive dividend. I like watching ITV, and I normally try and invest in companies that I see as having attractive offerings. GLA

Without doubt we have a great potential. Holding because I hate crystallising a loss. True value has fallen IMO with the strength of the Rouble. Maybe £6 to £7 a share reasonable without factoring risk. However, the risks are substantial, and peeps don't like losing all their investment. Happened a couple of times to me and its very depressing. So where we sit now is reasonable for now, IMO. Need good news on the war front, and that may start a revaluation. The massive spread being applied is certainly lining someone's pocket!

Dropped a bit, so started to top up here again, as well as my other REIT. Nice LTV imbalance.

Buy back will be good. Hopefully will increase yield going forwards. Already topped up again late last week.

"Are you a shareholder? Since ITV is currently below the industry PE ratio, it may be a great time to accumulate more of your holdings in the stock. With a positive outlook on the horizon, it seems like this growth has not yet been fully factored into the share price. However, there are also other factors such as capital structure to consider, which could explain the current price multiple.

Are you a potential investor? If you’ve been keeping an eye on ITV for a while, now might be the time to make a leap. Its prosperous future profit outlook isn’t fully reflected in the current share price yet, which means it’s not too late to buy ITV. But before you make any investment decisions, consider other factors such as the strength of its balance sheet, in order to make a well-informed assessment."

DYOR!!

Can tell a few on this board who are shorting this are now panicking. Blackrock and citadel have £40m+ to buy back. Trying to cover those shorts will see this fly IMO. Expect a lot more dross from some on this board in the next week.

Sanctions done the opposite of what was intended. That is our main issue. We need a weaker Rouble and fast. Apart from that all other issues are short term

Interims on the 10 Aug.

Anyway, as you say interim results soon, next Thursday in fact. Looking forward to them.

You have to worry about the motives of some of these brokers. Potentially good indicators when you have quite a few forecasts that you can average out. I personally would not put my trust in a single broker's pricing, however good or bad it looked.

From 28 July 2021
"We know that the dividend is important to our shareholders and we intend to re-commence a progressive dividend policy based on a notional dividend of 5p per share which we expect to grow over time. The first dividend under the new policy would be a final dividend of 3.3p per share proposed at the full year results in respect of 2021."