Member Info for Sisyphus

Live and exclusive on ITV Saturday England v France........Magic!

Good day for England.......and ITV

Excellent start......

ITVX advertising revenue will also have benefitted from the large number of brands exodus from Twitter.

Initial interest in ITVX looks very encouraging as we are still 6 days off official launch. If company can maintain that momentum by maximum media exposure next week then it looks a lot rosier than the Spring dissenters would have us believe. Content looks good and download was pretty smooth and slick. All bodes well for decent uptake and low churn moving into 2023. This quarter should exceed expectations given all the positive triggers and cement this recovery stage and transition to digital streaming over FTV.

She's managed ITV through the biggest epidemic since 1919 and pulled it through with a profit and divi.

And Covid lockdowns had zero effect on her capabilities??? .. get real mate.

Butt harsh....

Having said that we seem to have a significant buyer(s) in the wing to mop up loose shares as is indicated by the big end of day settlements seen recently. They seem to have a floor price of the 20d ma around 75p. Could be closing shorts or accumulations??

Just normal trading pattern for this time of year. 8am tends to be individual investors probably shifting funds around pre Christmas before institutional repositioning occurs for 2023 when we should start to see incremental rises into Jan. Bwthdik.

Price just bounced north of the 20day ma tracking up whilst the hugely relevant 50day ma is just cutting north through the 100day ma. All 3 MA's ate now rising. Time to hit that 79.88 ceiling and break through into fresh ground.

Mopping up the sellers waiting for the strong push MA50 through MA100. Solid. Glass ceiling beckons imo now we're clearing stale sellers pre Xmas.

This should reinforce the upward momentum as it indicates the change in investor sentiment is becoming self fulfilling. Fall backs may occur but the market is now moving the price north to it's fair value over time. Solid.

Agreed. I think that is why McCall has highlighted the discrepancy between ITV intrinsic value and current share price. I think the previous poster is being unduly critical. She has steered the company through Covid and has grasped the need to embrace digital head-on. She realises the huge value in the IP content library that can be capitalised through ITVX, the value of the studios business and the effect that AdLabs will have on advertiser engagement. The market still does not understand what these assets are worth in the wider market. McCall is trying to get UK fund managers to appreciate the potential here whilst inevitably exposing that undervaluation to potential suitors/predators. A very fine line but she appears to be playing an astute game hence my opinion that her dissenters are being unduly and prematurely harsh. Solid.

To be honest the BoD and Carolyn McCall must be as frustrated as we are given their comments on the underlying value of ITV. The CEO's obvious frustration at the low MCap being afforded to the company was apparent in her comment about the value of the studios element alone being equal to the current price. Yes, advertising budgets will be under pressure, which is why audience targeting is key and AdLabs AI is at the forefront in its positive trials with Boots and Sainsburys, both of who are impressed. The sheer size of the media programme library held by ITV is huge. ITVX provides the means to capitalise it. All in all, I see it heading in the right direction and 55p should prove to have been the wake-up nadir. If the current team can't exploit the future then there are plenty of suitors out there who can see the hidden value here. Programme content alone is exceptional. Yes there will be hurdles along the way but ITVX was an inevitable evolution of FTA and ITV has the edge of a must-have government media provider like the BBC. Solid.

And 12 million viewers voted last night on I'm a Celeb......that's huge too.

Perfect timing as ITVX launches.....

For interactive family/friend viewing ITV leads. I'm A Celeb has got superb viewer exposure. That will focus advertising budgets.....

Lol! The enthusiasm results from actually seeing the rate of progress being made by ITV in both it's studios and broadcasting. The fall in March looked like a massive over-reaction amplified by the opportunistic short positions taken by Citadel PE. I did a huge amount of research and took positions accordingly. I am suitably impressed by the incremental milestones being achieved. The underlying value of studios is the foundation, the revenue of FTA broadcasting is substantial but subject to market conditions. The transition to ITVX was inevitable at some stage and has been grasped head-on. It was a shock to the market and a huge over-reaction imo resulted in the subsequent fall back. In retrospect it was overdone and the price is now tracking events and reappraisal. I maintain that AdLabs is the game changer within that framework and will prove to be the engine that propels ITVX forward faster than expected. It will take several months to assess adoption and churn but the sheer size of the programme intellectual property of ITV is compelling. If you liken the library to the intrinsic value of proprietary music catalogues then you can see it clearly. The share price is only starting to reflect value and is only at the bottom of the curve. The MA 50 should follow the MA 20 up through the MA 100 this week (golden cross) and cement the rise. Yes we'll get pull backs but the trend is set for a sensible rerate well north of £1.

ITVX was/is the perfect digital and logical step forward needed by ITV with it's massive library of intellectual property. It is literally allowing free or paid adfree streaming to it's enormous databank of programmes whilst using AdLabs SOTA targeted intelligence to pull in advertisers. Looking at how 'clever' that focussed approach can be is compelling....especially as budgets come under pressure. It was inevitable that this had to happen at some stage and I am convinced that the dissenters will be proved wrong as the next update will confirm. Solid and woefully undervalued at this level imo.