Member Info for Winstanley

. s/w

Added again today too!

Yes, interesting.

Cancelling shares often signals to the market that the company believes its shares are undervalued, and it’s committed to returning capital to shareholders. This could boost market confidence and support share price appreciation.

We await verification.

The latest news regarding GSK's Blenrep is highly significant. With Japan’s health ministry accepting the new drug application.

Additionally, China’s granting of Breakthrough Therapy Designation signals further momentum in Asia, paving the way for expedited development and approval in key global markets. This all reflects GSK’s broader commitment to providing advanced cancer treatments worldwide.

Https://www.tipranks.com/news/company-announcements/ocado-executives-invest-in-share-incentive-plan-3

"The volume of our viewing that is now delivered via our streaming platform ITVX is considerable. That brings an incredible opportunity for scale of advertising.”

Jayesh Rajdev ITV

Interesting audio clip here:

https://internetretailing.net/the-nature-of-advertising-is-changing-says-itv-in-latest-retail-media-podcast/

(recorded June 2024)

Official source:

https://www.itv.com/presscentre/media-releases/itv-launches-itv-kerching

It all seams very similar to what others, such as Topcashback, have been doing for years. Plausibly though, ITV can tap-in to a captured audience - so all good.

Well, I've done the same - let's hope we are right.

CureVac is a biotechnology company based in Germany, known for its pioneering work in mRNA. In 2020, CureVac entered into a collaboration with GSK, The partnership focuses on developing next-generation mRNA vaccines for infectious diseases.

Myriam Mendila, chief scientific officer of CureVac, said:

“The positive phase 2 results once again highlight the immense potential of our second-generation mRNA backbone to develop best in class vaccines against influenza and other infectious diseases."

The subtext and tone in Myriam Mendila's statement are positive. Here's why:

Choice of Words: Terms like "positive results," "immense potential," and "best in class" are clearly optimistic and convey confidence.

Framing: The statement frames the phase 2 results as evidence of the progress and value of CureVac's mRNA technology.

Future Outlook: The focus on developing vaccines for influenza and other infectious diseases implies hope and confidence in future success.

Overall, the statement has a forward-looking and encouraging tone.

HL seem particularly positive about ITVX advertising.

With that in mind, there is good news for ITV

investors, as advertising opportunities improve with new technology. For users, the following cuts the lag delay, which is particularly important when watching sporting events:

ITV has announced it will be deploying Dolby’s THEOplayer, a cutting-edge video streaming technology, to improve live streaming on the platform. This new tech, alongside THEOads, brings several key benefits.

Improved Live Streaming: THEOplayer reduces the delay in live broadcasts, meaning when you're watching sports or live events, you'll see it with almost no lag. It's designed to create a more immersive and interactive experience, so you'll feel even closer to the action.

Better Ads, Less Intrusive: With THEOads, ITVX will be able to show more relevant and personalided ads. This means fewer random interruptions and more ads that actually matter to viewers, increasing engagement without being annoying.

Financial Benefits for ITV: The advanced ad insertion techniques mean ITVX can show ads more strategically, resulting in better returns for advertisers. This helps ITV boost their ad revenue all while improving the viewer experience. Plus, THEOplayer is efficient and cost-effective, which will save ITV money in the long run.

Overall, ITVX is set to provide a much smoother, more engaging experience with less interruption for viewers and better opportunities for advertisers, making this a win-win for both sides.

https://www.broadbandtvnews.com/2024/09/13/itvx-to-deploy-dolbys-new-theoplayer/

Looks like the bottom was hit recently - now it's inching back.

Thanks, Shaunymac ...for the HL article.

Interesting. They usually do good research before publishing anything.

Repost:

https://www.hl.co.uk/news/google-netflix-and-itv-3-share-ideas-for-a-shifting-media-landscape

Rare, Channel 4, Sky and ITV, collaboration:

https://www.marketingweek.com/channel-4-sky-itv-lantern-tv/

Just got back in!

Couldn't help myself after today's low sp.

Seems to be a lot going on;

https://www.thegrocer.co.uk/ocado/ocado-launches-new-retail-media-offering-ocado-ads/695371.article

https://retailtimes.co.uk/pimentae-expands-into-35-john-lewis-stores-nationwide-alongside-a-launch-on-ocado/

Https://www.bnnbloomberg.ca/business/company-news/2024/09/12/gsk-says-mrna-flu-shot-shows-promise-in-boost-for-pipeline/.

It's likely to be a positive day indeed.

Hey guys, have any of you heard of Simply Wall Street before?

Simply Wall Street, an Australian platform, seems quite confident on CVSG. However, I cannot personally vouch for their credibility as I have no previous knowledge of them. A bit off-putting, they do seem to have similar headlines as Motley.

An AI ChatGPT query came up with this:

‘Simply Wall Street and The Motley Fool both cater to retail investors, but they differ in their approaches. Simply Wall Street focuses on visualising stock data and analysis, offering detailed reports and insights on a wide range of stocks worldwide. It aims to simplify investing through data-driven tools.’

Anyway, they put this up yesterday:

https://simplywall.st/stocks/gb/healthcare/aim-cvsg/cvs-group-shares/news/should-you-think-about-buying-cvs-group-plc-loncvsg-now-1

Reiteration.

Berenberg appears to think that the Zantac litigation is already factored into the price, as its target of 1,820p.

New fangled AI isn't just a flash-in-the-pan IMO.

Having made a small fortune in Darktrace recently this is interesting to me.

This partnership helps ITV's productivity by automating captioning workflows with AI-Media’s LEXI solution, reducing the need for manual labor. This enhances efficiency, allowing ITV to caption more regional news content with improved speed and accuracy, while its team focuses on developing high-quality, bespoke caption models. Financially, the shift to AI-powered automation reduces staffing costs and improves operational reliability, resulting in significant cost savings. The integration of AI-Media's technology also boosts ITV’s accessibility efforts, potentially expanding their audience and enhancing compliance with regulatory bodies, supporting long-term revenue growth.

https://www.globenewswire.com/news-release/2024/09/10/2943398/0/en/AI-Media-and-ITV-Announce-Landmark-Partnership-to-Revolutionize-Captioning-Services.html

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