Member Info for Winstanley

With all the hype around a takeover, sometimes it nice to know ordinary everyday things are still happening. ITV Sport broadcast deal:

https://www.seenit.co.uk/itv-strikes-formula-e-broadcast-deal/

You're welcome.

Notably, Kleinman hasn't yet proven his sources are sound on this occasion - although he is respected. Who knows?

https://www.cityam.com/mark-kleinman-bidders-screen-test-of-itv-is-a-reheated-repeat/

Jaxonsax

Indeed, Marc Allera, who recently announced his departure from BT as Head of the Consumer Division, has a notable connection with CVC Capital Partners. Apparently, earlier in 2024, he was appointed Chairman of Jagex, a video game company owned by CVC and Haveli Investments. This appointment highlighted his expertise in consumer businesses and leadership in industries such as telecommunications, media, and entertainment. His role at Jagex suggests active collaboration with CVC, particularly in driving strategic growth for the company.

Extreme caution: IMO trying to tie this in with ITV is a longshot to say the least - but nevertheless it's anyone's guess.

S/w

It's not easy to compare CVSG with PETS. Pets at Home operate some in-house veterinary clinics - do we know how these are doing?

The Financial Times notes that “chatter about whether ITV will be taken over has aired on and off for nearly 20 years."

It looks like the hot air is cooling fast:

https://variety.com/2024/tv/global/itv-sale-rumors-studios-how-likely-1236223530/

Itd

Yes, if it ever get off the ground, there will be strong opposition and sp volatility. As a long-term investor I'll be looking for any significant dips.

https://www.thisismoney.co.uk/money/comment/article-14124249/The-loss-ITVs-independence-blow-creative-Britain-says-ALEX-BRUMMER.html.

Well, contrarian123,

That's your opinion and I respect that. In my opinion 'never say never'. doing so can often make you look foolish!

Just a personal thought, S/P, take it or leave it.

'Maybe the tree hasn't been shaken yet, but preparations may be underway. The real question is, should it happen, how many apples will actually fall?'

Previous message filtered - oh bliss!

BigEgo,

The link you provided teases, between the lines, an alternative view. I'm beginning to revert back to my original view that ITV can and should go it alone. ITV’s ability to defend against potential takeover bids reflects several strengths. The company benefits from a dual revenue model through both its advertising and content creation arms, offering stability and growth opportunities. Its production division, ITV Studios, is a valuable asset, known for creating globally recognised content, making it a significant part of ITV's overall value. Additionally, its strong presence in UK broadcasting ensures it remains a central player in domestic media. These factors, combined with strategic management and operational independence between its business segments, make a compelling case for ITV's resilience against external bids. I've always been a long-term investor. Whilst I would not be disappointed by a successful bid, I won't be disappointed either if it never happens.

Rumors, which fade quickly causing panic, creating short-term uncertainty!

Could this be a classic tree shake?

Russ,

'No RNS this morning....so no approach been made'

Just because it hasn't been made public yet doesn't mean it's not in the pipeline.

Will it be hold on to your hat's time? or will the rumour fade away?

Let's see.

Despite recent setbacks

'City analysts predict earnings will grow by another 5% in 2025 and 9% in 2026, driven by expectations of a stable recovery in the advertising market.'

All to play for.

Sorry, here's Link:

https://www.thisismoney.co.uk/money/markets/article-14120725/ITV-shares-demand-amid-takeover-talk.html

Tomorrow's pointers bode well:

www.thisismoney.co.uk/money/markets/article-14120725/ITV-shares-demand-amid

Far-Right interference likely:

https://edition.cnn.com/2024/11/24/business/ransomware-attack-blue-yonder/index.html

Mark Kleinman of Sky News, who is responsible for the report on the ITV takeover speculation, is generally regarded as a reputable and experienced journalist, known for his accurate and reliable reporting, particularly in the areas of business, finance, and media. He has a strong track record in breaking significant stories, often related to corporate deals, mergers, and market movements. Kleinman is well-respected for his insider knowledge, especially in the UK business and political spheres, and his reports are widely trusted by both industry professionals and the general public. His work often involves exclusive scoops, which further enhances his reputation for accuracy and insight.

Well, let's see in the comming days if that build-up holds true.

Another right-wing spammer - another delusional idiot filtered

Of course it may never happen, but...

Rumors suggest potential suitors are interested in acquiring ITV, either in whole or in parts. Here's a brief breakdown of the most likely candidates:

CVC Capital Partners

Suitability: A private equity firm with a history of large media acquisitions like Sky and Formula 1.

Likelihood of Success: High. CVC has the financial resources and expertise to manage a deal, making them a strong contender.

Mediawan SA

Suitability: A French media company focused on content production and distribution.

Likelihood of Success: Moderate. While interested in ITV’s content, the scale and complexity of ITV might require significant expansion in resources.

All3Media Holdings

Suitability: A content producer with a strong portfolio of TV shows.

Likelihood of Success: Moderate. All3Media would benefit from ITV’s content, but acquiring ITV fully would require external funding or partnerships.

Groupe TF1

Suitability: A major French media group with a focus on broadcasting, content, and advertising.

Likelihood of Success: High. TF1's expansion plans into the UK and Europe make this acquisition plausible, with the financial backing and experience to execute it.

Conclusion

Most Likely to Succeed: CVC Capital Partners and Groupe TF1 are the most likely suitors, given their financial strength and strategic fit.

Moderate Likelihood: Mediawan and All3Media might be more focused on acquiring parts of ITV, especially content.