Member Info for Sisyphus

Sorry guys I accept the average reviews are around 3.6 but I'm more concerned with the post-Christmas reviews by users. If you check user reviews from 25th to present I think you'll see that ratings are dropping off a cliff to one and two stars. That means high churn rate and it's the latest reviews that concern me. We need to hold onto app newcomers by upping the experience. We can't have loads of 1* reviews at this stage if the game. Hopefully these teething problems being sorted asap otherwise downgrades will follow.

I've reduced my holding on the ITVX app reviews. If you check actual consumer feedback on the app reviews they are pretty shocking at 1* out of 5. Bit concerned but sticking with smaller exposure. I've had no problems but I may not be representative. Just hope ITV get it together or churn will erode progress.

As you kept reminding me and I agreed it all depends on churn and uptake. I am slightly concerned that I did expect comparison to Hub to be 'substantially' more than 138% due to trigger factors. I assume that's what caused the broker caution. Time will tell with NY updates.

And the BBC is so squeaky clean after Jimll fix it and Martin Bashir.......come on guys, look for sh*t anywhere and you'll find it. I prefer to look at the good points in life......

FFS can we drop JC and concentrate on ITV..... surely there's a snowflake vs dinosaur platform on a social media garbage channel somewhere.... Twitter perhaps.

Hear hear!!

All shares are being subject to the same external forces at the moment. These swings are not ITV specific rather a reflection of investor sentiment in the wider world. The underlying investment case here still stands and holders and new investors at this level should be handsomely rewarded.... as for Chinese covid, Russian aggression and fuel supply dependence on winter temperatures.. your guess is as good as mine.

The eternal takeover prospect, whilst always mooted and possible, is increasingly probable as the streaming success of ITVX translates from beta to full service giving a window of opportunity when there is a decent cable rate. Both scenarios look ok to me as ITV is certainly worth north of £1 imo.

Agreed, this is a very good entry price and time for those wanting exposure here. Interest in ITVX has been excellent and it's a decent and sticky app that's now on a lot of phones. If advertisers make full use of AdLabs AI as Boots and Sainsburys have led the way, then it does look good. If content and studios can ramp up exclusivity and novelty I seriously believe that McCall has played the trump card at the right time. Solid.

Decent divi, thriving studios and ITVX exposed to World Cup on launch with excellent initial download rate. All eyes on progress as next t/u Due early in 2023. Hopefully a combination of positive factors will encourage advertisers to get on board using AdLabs AI audience targetting. Solid.

Totally agree.

Don't do proof reading then?? My first statement was based on holding ITV shares for 5 months till divi paid, my second on 4 months till ex d and selling.

You are missing the point entirely. The choice of investment is yours, suffice to say that if you are cold and calculated the rewards are as flexible as your decision regardless of your stance on ITV. Clinically you could buy now at 70p and hold till ex divi April and sell. That gives you 3.3p min dividend in 4 months ie 4.7% which is equivalent to 14% pa. What you do with the proceeds of your sale depends on your ability to discern and find opportunities like this. If the price of ITV has fallen below 70p when you sell that is the risk as is the additional benefit should it have risen. You pays your money and takes your choice. My observation is a current snapshot take it or leave it but the maths is as solid as the share.

Whatever your stance on the prospects of ITV, the bare facts are that the forecast final divi of 3.3p minimum per share (progressive) to be declared March, ex d April and paid May is 4.71% over the 5 months and equivalent to 11.3% pa. Well I'm no financial guru but that looks pretty good from here given the rebound off lows earlier in the year. Studios is a valuable arm as is the tv inventory on ITVX. You pays your money and makes your own investment decisions. Basically no-one knows Jacksh*t it's all conjecture from joining dots.

I have no idea other than the shorter set his trigger buy with 70p ceiling and accumulated all day before disclosure with the MM after the market closed. Pretty effective price strategy imo.

How unusual that the price frightener just happened to allow one of the shorters (presumably) to buy back the shorter shares at under 70p.........they bought 8 million! Wonder if the price will rise back to 75/76p on Monday???
Sucker punch for those who sold.......

Buys again outnumbering sells and price dips to catch out the traders.....patience and it will rebalance upwards with the Christmas lift....

Good indications in STV t/u today if extended to wider uk market.

Not only have you got a top level number of downloads of ITVX you just have to look at super value at this level. 76p a share now gets you a minimum 3.3p final divi paid in to the bank in 5 months time. That's 4.34% in 5 months which is equivalent to an annual interest of 10.4%. Plus any upside that the shares achieve over that time. I say upside as the floor seems to be settling here at 74p consolidating before the next push up.

Solid NAV underpinning recovery cycle here. Share buybacks have reduced shares in issue and business is getting back on track. Short horizon here means EPS can jump dramatically on contracts secured due to nature of business. Freehold was last valued ages ago and must be well overdue for asset revaluation. Solid with scope to surprise given decent finals and a 2.2p final dividend. Worth a lot more than current price on fundamentals and services to gaming and EV industries.