Member Info for Winstanley

Yes, considering all things we've done quite well today. Also, with big tech selloffs occurring GSK appears to be becoming a safe haven, so lots of strange things going on.

As for Citywire, thanks for pointing that out, Janus. It's an interesting article, and Russ Mould makes it clear that any potential bidder for ITV would have to offer a significant amount just to be let in the door. I think the complex nature of any takeover or part sale, which might require government approval, will likely cause these rumors to die down. But, then again, you never know - it could happen.

Q&A

https://uk.finance.yahoo.com/news/itv-plc-itvpf-q4-2024-070333064.html

Crossley,

Given the seriousness of the situation, I wouldn't be shocked if workarounds are put in place, needs must. Meanwhile, Germany are looking at submarine collaboration with Norway and Canada, and Poland are taking things very seriously:

https://www.bbc.co.uk/news/articles/cy83r93l208o

Yes, ITV are shooting the lights out - and firmly on course to do well this year and really shine into 2026. I think STV can take some comfort in this and could also do well:

https://www.thisismoney.co.uk/money/comment/article-14470641/ITV-proves-critics-wrong-Shares-broadcaster-remains-undervalued-says-ALEX-BRUMMER.html

Previous post, the sad w/t, is filtered - oh bliss.

Pogo,

Nice to hear from you. I think your £2-3 prediction, looking ahead, is achievable. I have been in conversation with a prominent analyst and I believe a conservative (small c) sp of £2 to £2.20 is fair. I would expect continued momentum this year.

Disney owns the Oscars and licenses broadcasting rights to various networks around the world. In the UK, these rights switched from Sky to ITV beginning with the 96th Oscars in 2024.

As a result, ITV now broadcasts the Oscars in the UK, while Disney manages global distribution and viewing data.

For the 97th Academy Awards on March 2, 2025, ITV’s coverage in the UK peaked at 1.1 million viewers at the start of the broadcast, which ran from 10:30 PM GMT on Sunday, March 2, until 3:45 AM on Monday, March 3.

The average viewership for the event was 565,000 on ITV1, showing an 11.3% decline from the 637,000 average in 2024. However, these figures represent a significant rise from the 93,000 average in 2023 when Sky held the broadcast rights.

These figures are notably higher than those during Sky’s time, reflecting the positive reception to the Oscars’ return to free-to-air television in the UK.

...

World cup:

ITV and BBC Sport have struck a significant deal to provide live coverage of the FIFA World Cups in 2026 and 2030 across TV, audio, and digital platforms. As part of the agreement, ITV will offer extensive free-to-air coverage of live matches on its channels, including ITV1, ITV4, ITVX, STV, and STV Player. In addition, ITV Sport's social media channels will feature highlights and exclusive content. This deal is financially beneficial for ITV, as it secures exclusive broadcasting rights for major global events, potentially boosting both viewership and advertising revenue across its platforms.

Going forward, all bodes well for ITV.

With ITV anticipating the recovery of its ITVX investment costs by the close of 2025, the stock is poised for stronger performance ahead. Analyst ratings are expected to improve. Carolyn McCall's strategic restructuring is proving highly successful. The stock appears undervalued based on its price-to-earnings ratio and dividend yield. Adjusted pre-tax profit rose by 19%, and adjusted earnings per share increased by 23%, with pre-tax profit slightly falling short of expectations, while EPS exceeded forecasts.

I purchased additional shares both before and immediately following the results.

If anyone's not happy with their average at this point, IMO, you'd best sell up now. There will probably be much less likelihood of averaging down going forward.

If you dislike the CEO it's just another reason why you should get out now.

If you're a new investor, this is still undervalued, - what a great entry point!

Spelling corrected:

It's all about one's average, isn't it, eh.

So, why are you here, Wolf?

Are you another Tom clone?

Why don't you just leave? After all when this goes up much higher, and it will, you'll be even more underwear.

Looking forward, I predict £2.28 a fair price.

Jump now, man.

It's all about onesy average, isn't it, eh.

So, why are you here, Wolf?

Are you another Tom clone?

Why don't you just leave? After all when this goes up much higher, and it will, you'll be eveymore underwear.

Looking forward,I predict £2.28 a fair price.

Jump now, man.

The chancellor, Rachel Reeves, has suggested there could be further increases to defence further down the line.

https://www.huffingtonpost.co.uk/entry/rachel-reeves-defence-spending-boost-is-not-a-one-off_uk_67cab231e4b001cf57884733

Previous post, the sad w/t, is filtered - oh bliss on this lovely day.

The key takeaway from yesterday's results is:

'The company exceeded its investment recovery targets for ITVX, expecting full recoupment by the end of 2025, ahead of schedule.'

https://www.broadbandtvnews.com/2025/03/06/itv-to-recoup-itvx-investment-early/

Crypto U.S.

Madmen at work:

https://thefinanser.com/2025/03/how-donald-trump-just-destroyed-the-dollar

In my opinion this should be well over £1 and £2+ by mid 2026.

(remember ITV will share coverage of major upcoming sporting events).

"The achievements of ITV under the stewardship of Carolyn McCall are greatly underestimated."

https://www.thisismoney.co.uk/money/comment/article-14470641/ITV-proves-critics-wrong-Shares-broadcaster-remains-undervalued-says-ALEX-BRUMMER.html

Yes, I think you are correct. Defence is essential and this share could rocket. I don't think that's an exaggeration in this case.

Don't worry too much about Tom's burnt fingers. The community chipped in, he got a brand new pair of oven gloves for Christmas!

It looks very cheap on a PER and divi yield basis. Adj PBT +19%, and adj EPS +23%, PBT looks slightly below forecast, EPS well above. I bought a few more and happy 😊

Idiots continue to be filtered

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