Member Info for Wednesday

Appears to be a decent price rise. Looking forward to next update.

Has been really good across the WC and horse racing. It has been poor on certain previous occasions but they have got their act together.

Presume this relates to machinery for the manufacture of cards/gifts? Appreciate your comments but to validate it a bit more are you able to give us a little more? :)

Thanks for that Hobo, would have hoped something along these lines would have been the case. Nice to have it confirmed. Do you know at what level the targeted adverts are on ITV hub?

So you have been posting mostly negative sentiment and now confirm you have this on a short. Mmmmm.

All fair comments TR, although once the corporate action starts won't it be too late?

My earlier post appears to have been deleted. Anyhow as you pointed out ITV is currently highly cash generative. Advertising spend on tv is broadly flat (although across more channels). Plus they are diversifying into production, which companies like Netflix are buying. There may need to be s change of direction but it appears this is being heeded. Yes it is probably not going to grow, but it will level off and won't disappear in the medium term at least. You can state 'opportunity cost' or 'growing like a weed' as often as you like. You may even be right but the 50% advertising growth will not be long term, where ITV had been around for decades. Wrt this board it is full of users with a vested interest, of course it is likely to have a positive outlook. But you know that! ;)

Agree with you Alex. I do believe that terrestial tv for ITV is a shrinking market (hence the diversification into production). Netflix will probably grow as well. But there well come a point when things stabilise and hopefully ITV will still be making enough from advertising to be a profitable company. In the meantime it makes a hell of money. In fact an article TR linked to which showed online advertising overtaking tv advertising, actually showed that tv advertising had broadly remained static.

Anyone any ideas when the next market update will be?

Just interested in others tactics, still not sure the risks are worth it for a small percentage gain when the flip side is the shares rocket and you really do lose out. Would never criticise others though, it's all about personal choice.

Is it worth selling at £1.74 to but back in art £1.71, won't it just be eaten up by fees unless you are buying significant amounts? Genuinely interested.

I thought the same Carmichael. Although as pointed out by Bashard, we are incorrect....

It may be rubbish but.... An average of 2.95 million viewers watched as the new islanders entered the Love Island villa, looking for love - and hoping to win the �50,000 prize. It's more than double the audience for last year's launch show. The premiere was the highest-rating programme at 9pm, across all channels.

Could well be wrong, but would the intention be for gold and Dave to show of bbc and itv shows. Then launch a online platform for viewers around the world to be able to view vintage British tv. Sort of a platform for an enhanced Britbox. Obvs bbc has to be careful how it monitises content, would this type of shared ownership (which owns the content and tech) get round that a bit?

Interesting, although presume Google/Facebook will still be able to use targeted advertising. So wonder if this will benefit ITV, as the user has more of a personal relationship with a tv company that is well known and trusted. We want to use your personal information to recommend programs you may enjoy and ensure our adverts are relevant and engaging.

I get ya TR, sounds like you have excellent conviction in your shares, wish you the very best of luck friend.

Thanks TR, no you are right you don't have to own shares to post on that forum. However i only post on the ones that i am involved in, which is why i asked. Do you own any of the American companies shares?

Fair point (And eloquently put) TR. So you own shares in the three mentioned companies And you expect them to outperform ITV over any reasonable length of time? Also (And in no way meant as any sort of challenge), why do frequent this board so regularly, are you a former/ potential owner?

Apologies for mis-words, am using swipe text (badly)!

TR, i think that ITV has moved away from reliance on advertising, hence the move over to the production side which is in demand. However i think we all agree that advertising will never grow, but out it remains static putt is near the bottom and current profits are indicative of this level then, is that suck a bad business at the current p/e? As for opportunity cost, a phrase you use most glibly, it is easy saying that, but which share can GUARANTEE a better return than ITV.... cos if you can I think we would all be aboard! ;)