ITV must now be a bargain. The current team clearly are an issue but you'd think the big American companies would recognise the bargain.

The yield is also high and can be reinvested. That really does limit the down side. You can even win here if it drops further!

Chris

You were right about Zac Mir , the kiss of death for ITV

Aye, fraid so alders, even if trading statement is good tomorrow no guarantee won't consolidate to close that gap to 185 before picking up again.

Liberum Capital consistant in reiterating their 255p buy recom today. See what happens in the morn.

ITV continues to deliver strong growth

StockMarketWire.com





Story provided by StockMarketWire.com

Glad this as recovered from its opening low's , was worried about my stop loss's@193&196

LATEST BROKER VIEWS

Date Broker New target Recomm.
13 Nov Credit Suisse 270.00 Outperform
13 Nov Investec 236.00 Hold
13 Nov Numis 260.00 Buy
13 Nov HSBC 240.00 Overweight
13 Nov Liberum Capital 255.00 Buy
13 Nov Westhouse... 228.00 Add
12 Nov Liberum Capital 255.00 Buy
10 Nov Nomura N/A Buy
7 Nov Liberum Capital 255.00 Buy
6 Nov Westhouse... 228.00 Add
Broker Recommendations for ITV

Some hefty mark ups from Brokers for ITV today on the back of very solid figures. Always the chance of a bid with this company so that should see momentum behind it for a while. Lovely uptrend channel developed. Went long this afternoon. Target SP ultimately the old top at 224p

14 Nov 2014 ITV PLC ITV JP Morgan Cazenove Overweight 202.00 205.10 232.00 243.00 Reiterates

Let's see if these go to 208 when US market opens

Brussels intervenes in row between broadcasters and pay-TV groups
The move by the European Commission is a boost to the campaign by ITV and Channel 4 for the introduction of retransmission fees
Brussels has waded into a row between broadcasters and pay-TV operators warning that a British law allowing Virgin Media free access to ITV and Channel 4’s main channels is an infringement of EU rules.
The European Commission has opened formal infringement proceedings over the legislation, which was introduced in the late 1980s to help the fledgling cable industry. It has written to the Government to demand Section 73 of the Copyright, Designs and Patents Act is repealed.
The intervention is a boost to the campaign by ITV and Channel 4 to extract what are known as retransmission fees from Virgin Media and Sky, although the legislation only directly affects the cable operator.
Analysts have estimated that a retransmission fee regime akin to the one that American broadcasters enjoy would deliver £100m in extra turnover for ITV and a 15pc profit lift.
The European Commission’s warning to the Government could influence an ongoing review of retransmission fees ordered by the Culture Secretary, Sajid Javid, to scrap the legislation.

The broadcasters’ campaign has sparked a public battle with Sky and Virgin Media.
ITV said the regime was “wholly outdated”. It is against giving away its main channel to Virgin Media and is also irked by increasing take-up of the cable operator’s TiVo set-top box, which records live TV and makes it easier for viewers to skip the advertising that funds it.
A spokesman said: “The majority of viewing on these pay-TV platforms is public service broadcaster programming yet ITV, whether as producer or broadcaster investing in creating that content, doesn’t receive any payment – despite the fact that pay-TV platforms pay commercial terms for other channels such as ITV2, ITV3 and ITV4.”
Brigitte Trafford, of Virgin Media, said: “We do not believe viewers should pay an additional tax for the privilege of viewing programming for which they have already paid.
“We’re pleased Government has confirmed its review of retransmission fees will encompass other wider benefits they enjoy.”
Sky also argued that any deregulation must cut both ways and ITV should be willing to lose its guaranteed prominence on channel menus.
In a House of Lords debate on the issue last week, Lord Gardiner, the Government spokesman, said: “my understanding is that the Government are wholly satisfied that this section is consistent with EU law.”
Television producers are nevertheless expecting to benefit from the introduction of retransmission fees, said Compact Media Group, which manages the collection process for them in other countries.

Looks like its going below 200

ITV's football coverage has many flaws, but an alternative to BBC's Match of the Day could freshen things up
As ITV prepare to challenge BBC for the rights to Premier League highlights for 2016-2019, it's worth remembering how much football coverage has improved in the UK

By Alan Tyers5:14PM GMT 23 Nov 2014 Comments19 Comments
“For me Clive, they’ll be looking to get the Tactics Truck up and running again.” Such might have been the chilling reaction, somewhere in a commentary box upon a foreign field on A Very Special Big European Night, to the news that ITV are to bid for the Premier League football highlights rights for 2016-2019.
The BBC paid £180 million for the current deal, and still had to find the money for the battery of shiny, tight blouses into which the Match of the Day pundits are squeezed as a form of pre-season training in case they get the call-up from Strictly Come Dancing. The show’s wardrobe budget and the cost of maintaining Robbie Savage’s structurally unsound – indeed, ethically unsound – quiff alone must be the equivalent of several mid-level Premier League strikers a season.
But this is boom time, and much like the number of undone buttons of a pundit’s shirt, the cost of TV rights is only ever going to increase.
ITV will no doubt have to top that 180 when bids are made in the new year, but they have money to play with after losing the Champions League to BT Sport and thus the clout to make an offer that the BBC may not be willing or able to match. At the thought of MOTD being replaced by an ITV alternative, many fans are reacting like Arsenal after going a goal behind: wild-eyed panic and indiscriminate all-out attack.
The prospect of a revival of The Premiership, the ITV Saturday evening affair that burned briefly but not brightly between 2001 and 2004, is admittedly not an altogether pleasant one. However, there are reasons to suppose things could be better this time: Adrian Chiles has got a decent grip of an improved punditry team, where star man Lee Dixon is at least as good as the BBC incumbents. Glenn Hoddle adds a degree of tactical gravitas, and the people at whom Savage is marketed can find an analogue in the rabble-rousing ‘shout what you see’ style of Ian Wright. If the Savage aficionados can be trained in clear and easily understood language to press a button marked ‘3’ on their remote controls without pestering their overworked carers too much, would a change be so bad for viewers?



Match of the Day has upped its game significantly over the last two seasons in the level of analysis on offer. At one time, it looked like getting Alan Shearer to put himself about a bit in the pundit’s chair would be like turning around a supertanker, but by God they’ve done it, and The Greatest Living Geordie now attempts – as with Saturday’s dissection of Robin van Persie – to convey insight and, crucially, the experience of having played football in an era when it wasn’t contested with a pig’s bladder between neighbouring villages.
The public wanted younger pundits with more connection to the Premier League era and they’ve got it. They’ve also got Savage, but you know, that’s life. The days of BBC pundits sneering at each other for knowing where a foreign midfielder plays his club football seem to have gone for good, and nobody has been given a wedgie for being a girlie swot in recent memory. At least not on air.
No monopoly improves its product out of the goodness of its heart, and the reason Match of the Day is a better programme in 2014 than it was a few years ago is competition. The quality of insight provided for Sky Sports by Gary Neville, and subsequently Jamie Carragher, has spurred others on.
Maybe a shake-up of the Saturday night order would raise the bar once more. And even in the worst case scenario, it will leave Robbie to spend more time with his hairdresser.

28 Nov 2014 ITV PLC ITV Liberum Capital Buy 212.90 212.90 255.00 255.00 Reiterates

SP target 255p

Vodafone "on verge of bid for Liberty Global"

Vodafone was reported last night to be preparing a potential blockbuster offer for Liberty Global, the cable company that owns Virgin Media, that would test the nerve of regulators across Europe.

Vodafone's top executives have been locked in a strategy meeting in a hotel in London since Thursday to discuss the way forward for the company's British business, which has triggered speculation that a move for a fixed-line rival could be on the cards.

The company has said that it will enter the consumer broadband and television markets next year under its own steam, but BT s decision to consider an acquisition of O2 or EE has forced all telecoms companies to consider their options. One source said that Vodafone's strategy discussions amounted to "war gaming" and that all telecoms companies were weighing options in light of BT's move.

Three, which is owned by Hutchison Whampoa, has also been linked with a bid for O2, and EE and rumours swirled yesterday that Canning Fok, the Asian company's managing director and rainmaker, had flown to Britain to discuss its options.

Vodafone has long been seen as a natural home for Liberty Global, which is controlled by John Malone, the billionaire, and a deal would create powerhouse. Vodafone has a market value of £83 billion, while Liberty is worth $34.5 billion. The two companies compete across Europe in cable markets and have fought each other to acquire assets in Germany and Spain over the past two years".

01 Dec 2014 ITV PLC ITV Nomura Buy 214.20 214.20 240.00 245.00 Reiterates

SP Target 245p

Citywire today...........

Liberum eyes 2016 boost for ITV
Liberum analyst Ian Whittaker believes ITV’s (ITV) earnings could receive a 15% boost if pay-TV providers are forced to pay to carry its flagship channel ITV1.

ITV chief executive Adam Crozier has long been lobbying for ITV to receive payment from the likes of Sky and Virgin, arguing that public service broadcasters are the most popular on pay-TV services.

Whittaker said ‘retransmission revenues’ for ITV1 could come in 2016 as a by-product of the government’s review of the BBC licence fee.

‘We see 2016 as the most likely date for the introduction of retransmission fees for ITV’s main channel ITV1,’ he said. ‘We think the government could be tempted to bundle this in with a (likely) popular political pledge to reduce or even abolish the BBC licence fee.

‘At £1 per month per pay-TV subscriber, this could add over 15% to our current full-year 2016 estimated earnings-per-share estimates and close to 40p to our 255p target price.’

Whittaker has a ‘buy’ recommendation on ITV with a 255p target price on the shares, which on Friday were trading at 214.2p.

http://citywire.co.uk/money/the-expert-view-itv-thomas-cook-and-merlin/a786711?ref=citywire-money-latest-news-list#i=2

01 Dec 2014 ITV PLC ITV Credit Suisse Outperform 212.60 214.20 270.00 270.00 Reiterates

SP Target 270p

ITV on the move today, this sector has so many possibilitys for ITV

As deal fever sweeps the sector, the head of Britain’s budget broadband business isn’t fazed.

Dido Harding feels quite relaxed despite the past two weeks’ explosive telecoms deal talk that foreshadows what could be the largest period of consolidation the sector has ever seen.

If anything, the chief executive of Britain’s budget broadband provider – with 4.2m household customers – feels confident her business is best positioned to compete in a market where all her rivals offer bundled broadband, TV, telephone and mobile (quad play).

“We feel in a really good position, we’ve already got a quad play proposition,” Baroness Harding says.

But although she confirms TalkTalk hasn’t hired advisers or bankers to consider deal options (despite “endless calls” from investment bankers over the past week), Harding could soon be drawn into the fray regardless, with Vodafone reportedly eyeing up her business as a second option if it is unable to reach a deal with Virgin Media owner Liberty Global.

“If they decide they simply have to quickly have a fixed- line asset, then I’m not naive enough to think that we’re not one of the companies that they would look at, but they’re going to have to pay a big premium, because we don’t need them,” says Harding.

Harding believes talk of BT buying EE or O2, Vodafone buying Virgin Media, or Sky and BT battling each other over the best sporting content, are all players acting defensively to protect their premium assets – broadband in the case of BT, mobile in the case of Vodafone and content in the case of Sky.

“People who move defensively into new markets tend not to have great customer propositions. We don’t have a premium anything, we’re the value-for-money provider of all four products,” she says, confident as no other provider is yet to challenge her budget segment.

Indeed, as a value broadband provider Harding has led TalkTalk to new heights this year passing 1m TV customers, growing far faster than BT and Sky’s TV businesses. It launched a joint venture with Sky and CityFibre to build a dedicated network in York.

What's the point of this ?

Date Broker New target Recomm.
5 Dec Citigroup 200.00 Neutral
5 Dec Exane BNP... 200.00

Covering their backs as usual alders :0)

10 Dec 2014 ITV PLC ITV Liberum Capital Buy 208.50 208.50 255.00 255.00 Reiterates

SP Target 255p