Member Info for Winstanley

Contrarian123

Should it drop to the said levels in the interim, I got one will be topping up!

Https://www.fiercepharma.com/pharma/gsk-cuts-shingrix-delivery-revised-zhifei-china-pact-moves-closer-rsv-vaccine-deal

The agreement grants Zhifei exclusive rights to discuss a potential collaboration on GSK's respiratory syncytial virus (RSV) vaccine, Arexvy, once it receives regulatory approval. With the global market for RSV vaccines expanding rapidly, establishing a strong presence in China through Zhifei could open up substantial new revenue opportunities for GSK.

The recent dip in GSK's share price presents an excellent buying opportunity, in my view. It reflects investors potentially lowering expectations due to broader macroeconomic uncertainties. However, the long-term prospects of GSK's expanded partnership in China make it a cornerstone of the company's growth strategy. This deal addresses short-term challenges while paving the way for substantial, sustained revenue growth. That said, maintaining strong relations with China is crucial—though challenging, given geopolitical dynamics, such as China's reluctance to condemn aggressive actions by leaders like Putin. If these challenges are navigated effectively, GSK's future could be exceptionally bright.

Https://uk.themedialeader.com/itvxs-content-strategy-hero-genres-higher-volume-and-catching-the-long-tail/

Https://www.broadbandtvnews.com/2024/12/04/itvx-celebrates-second-birthday-as-fastest-growing-major-streaming-platform/

Roku:

https://www.itv.com/presscentre/media-releases/roku-partners-itv-studios-launch-four-new-fast-channels-including-graham-norton-show

B/E

Thanks for the link, all

...appears very positive going forward.

Www.thisismoney.co.uk/money/markets/article-14153467/Im-not-going-insists-ITV-boss-Carolyn-McCall-amid-speculation-planning

Critics who thrive on targeting Dame Carolyn McCall may not be pleased, as the ITV leader with a strong long-term vision is staying put. She's committed to steering the company through challenges and delivering results. By March 2025, the turbulence surrounding the takeover rumors will have subsided, paving the way for a notable financial recovery and a brighter future for ITV.

https://businessplus.ie/media-plus/itv-boss-mccall/

Ok, we see what the problem is, short word used to name an adult male chicken..ha,ha!

sorry, link failed.

try searching: pea**** talking to itv america about third ‘love island’ spin-off

... additionally, itv america, a subsidiary of itv studios' recent developments could be positive for itv. the 'love island' franchise's expansion in the u.s. market via pea**** (a key streaming platform for nbcuniversal) demonstrates strong international demand for itv’s formats. this not only generates direct production revenues but also enhances itv studios' reputation for producing scalable, exportable content:

https://deadline.com/2024/12/pea****-third-love-island-spin-off-itv-america-1236192440/

Outside of the 'takeover talk bubble' life goes on:

https://www.itv.com/presscentre/media-releases/itv-studios-partners-corus-entertainment-bolster-selection-high-quality

I'm not sure I agree with much of this, but it's interesting all the same:

https://uk.themedialeader.com/ai-disruption-coming-to-tv-makes-itv-sale-even-more-important/

I assume that's what you meant, Stein?

Typo: 'Forgive them - they know NOT what they do.

.s/w

An interesting video, several ideas with potential caught my attention. It seems like the year of M&A is here. I was particularly glad to see ITV mentioned, as I've held it for years, and it suggests there’s value to be found (I hope so, been suffering for years, ha, ha).

On CVS and PETS, there were slight differences in opinion between the two Pauls at first, but Scott seemed to align in the end. Here’s hoping their insights prove accurate!

Thanks for that.

Sector,

The only choice is to rejoin a club where we had good trade and an equal say or to go cap-in-hand and be subservient to the U.S.

I know which I prefer.

ITV

https://www.fool.co.uk/2024/11/29/where-will-the-itv-share-price-go-in-2025-heres-what-the-experts-say/