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PocaDameship what are digital revenues now for the last 12 months? Thursday we will find out. Anything below 500 million is a disaster. It would indicate McCalls spending on ITVX has not brought the rewards we were promised. 2026 is close now
Only 2.7million and C5 used to get 7million a decade ago for this format. "Blowing the budget on Sharon Osbourne". Who the f is commissioning these shows when the revenue is no longer there? Paying 100k to 1 million for Farage and now Princess Kates Uncle? Will he tell us how his nieces marriage is in ruins. The truth that other media outlets dare not print but ITV will have to edit as nobody needs to know who the heir to the throne was allegedly at an Italian restaurant with on February 14th.
https://uk.news.yahoo.com/celebrity-big-brother-viewing-figures-112702891.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAGLbxpe55Lf8SGbiETr8bzCCr07pseY8lgMjAG58OgcQMl_79UIwYSvpbVUbtFnDvxVX4UXjiSTylFSoGfHLoCrpP8FRizPJroaKtSMdDhvGZomWkRPOzQ1fsrE5JX9GjdCPndDkRDSdOCNaGBd8DJ8xhO-uQe-yY_PKvsv1Ce8V
Oh great Carolyn's love child is back to spin us the ITV approved lies. It is not the Dame. It is media in general.
5 years. ITV down 54%.
WPP down 17%.
RTL group down 32%
Netflix +76%
Disney down .1%
Sky (comcast owned) +10%
So PokerofCaza is reverting to the Joseph Goebbels school of lying. Just repeat the lie enough times and people will start to believe it.
Fault for ITV's share price crash lies with the CEO and Board. Sack the lot of them.
Nah, there is a big sell off happening in advance of the results. People have heard what is coming down and are looking to exit. 49p next week!
That makes perfect sense Contrarian. Looks like somebody has offloaded their 5-10% stake in the last 2 days in advance of the results. They might buy back in the 40s or they might have left for good. Hopefully this means that ITV are buying the stake at a sub 60p price and one day cash them in for over £1.
Update surprise indeed! The Dame is famous for them. Crashing the share price by 60p in 2022 and still taking her 3 million+ for failure.
Looks like word is getting around about the bad results? Investors are piling out of this share. Below 50p next week? Opportunities to buy at 49p?
Launch of ITVX. Dame Carolyn promised "750million in additional revnue from ITVX"
100s of millions so far spent on ITVX and it is nowhere close to the figures the Dame projected.
Cahnge of direction needed with investments going into studios which are more profitable rather than free to air broadcasting where advertising revenue is diminishing year on year.
C4 for £1 then start buyng up the studios who have had inflated valuations due to government subsidies.
Where is the promised revenue? It is half the projected revenue that she told us it would be in 2022. Extra and spend and nothing like the income we were promised.
She messed up. Stop defending her. Resignation
Profit halved???? What happened to the promise of increased revenue from ITVX????
She needs to go. Her spending is not bringing in the the promised revenue. No excuse for that miscalculation.
Jed, Pogo and PokeCaza can all do one with their weak apologies for a CEO who is failing all of us. McCall needs to fall on her sword and go without taking any garden leave or payment.
Can someone please translate? Pogos posts come from a place in his/her brain that is hard for the majority of sane people to follow.
Channel 4 is one of the biggest buyers of drama. All has to be bought from independents studios. That stipulation keeps the valuation of many studios who produce content high. If C4 dropped out as a potential buyer for drama tomorrow, then ITV would see the bid price for many studios drastically reduce.
It makes sense to remove C4 from the marketplace for content. Drive prices down and then take the better studios into ITV ownership with the idea to sell UK made content to overseas markets after airing on free to view tv on ITV1.
Lets see. C4 and BBC are out there bidding for the same shows as ITV. ITV missed out on Gladiators to a tax funded bid????
Time to reduce the number of state funded bidders for TV shows. Bring down the costs across the whole industry and give ITV C4'S back catalogue for free. Reduce the cost of news production by incorporating ITN's C4 news with ITV news output.
It is not right that ITV are going up against two state funded bidders. If the UK government want to keep some free to air tv services which are independent and not reliant on tv license money then they need to reduce competition and hand over advertising sales to just the one boardcaster (C5 is minimal audience).
A better BoD would have persuaded the government to offload C4. Not hard to persuade a Tory pro business government that a state asset that is losing tax payers money would be better in private hands They would also be handing it to UK management and a CEO who is part of teh political establishment rather than Murdoch or some horrible state owned business fund.
Maybe a Keir Starmer Cabinet may be more open to neogiation especially as McCall is ex Guardian, just you know there will be a considerable section of the Labour party that will oppose C4 going back to private ownership.
I believe there is the possibility for C4 to be flipped. Made profitable, jobs secured and UK production companies boosted. It needs a rigorous business leadership that can utilise its back catalogue and sell to advertisers. It would reduce some of the bidding that goes on for top rated shows and help bring costs down for ITV and BBC. Bake Off going to Channel 4 for millions was a joke. It reached a wider audience on BBC and C4 paid over the odds.
Too much dithering by the Dame. C4 needs to be wound up and moved to ITV to manage.
Retracing as the Board always fail to follow up with good news. They are a media company. They should be expert at putting out positive news stories and spin. Yet from this lot we get silence.
The sale of Britbox now needs to be followed by a positive story every week. Buyout of C4 at a very low price would generate lots of coverage. Anything along those lines to show the CEO is taking a more expansion driven approach rather than trying to hold back the tide of falling advertising and viewing figures.
Time ITV went on the offensive and caught the nay sayers off guard.
The sell off of Channel 4 was officially abandoned last year but still, behind the scenes, ITV execs should be sounding out government ministers. The Channel is loss making. Costing the tax payers money. Smart thing to do would be to merge it with ITV and allow one company to dominate advertising and commissioning of shows. Channel 4 content on ITVX and on ITV would generate revenue with less overheads. ITV could still commission films for Film 4 and bring through drama and comedy.
So a £1 buyout by ITV enabling ITV to continue to produce the same output only with lower costs and more buying power with independent studios. There are not the viewing figures anymore to justify C4. Smart move would be to move it to ITV and back out of public ownership. No company is going to want to take on debt to finance the buyout of a loss making channel so best handed to ITV who can manage the productions and generate revenue to keep the jobs.
So they are signalling that they are prepared to sell assets if necessary to buy shares and defend against a hostile takeover? Anything to keep their current salaries and share options intact? Long term damaging to business and revenues but at least us small guys would benefit.
Mary is probably giving the best buy and exit points of anyone now on the forum. I was consistent up until September when I abandon my position of not buying and bought back in at 70p down to 66p on the idea that the Dame could not last.
AllI will add at this point is that the SP has fallen previously after Full Year Results. Seems to stagnate over spring and summer and then drops off in autumn. Anytime after the ex dividend date in April seems to be a good exit point when you want to switch for other shares that perform better.
Once we get the FYR out of the way next week it should be possible to see if the CEO and Board can inspire rapid rises here or if we are going to see a SP that deflates to the 50s again.
All buying at this point now over 60p comes with huge risk. Anything could happen with the Dame at next weeks results. Maybe more annoucements. Could go back to 50s. Could go back above 70p. Spin the wheel. Nothing is predictable with ITV share price.
Pogo yes the Russian troll is silent. They do not even exist. I am thankful that we have you though. You were right to tell us 80p by end of February. Hopefully people bought in the 50s and are now sat on a healthy profit.
My Muscovite girlfriend is in Istanbul airport. Joining me in London for 10 days. "War is not the answer. Only love can conquer hate".