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Time to Switch into ITV (ITV)     

JRM - 17 Jul 2006 13:05

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!

TANKER - 06 Dec 2006 11:48 - 46 of 519

so this is going no were for at least 2 years not till grade as gone he will not be up to the job ,very sad days,

TANKER - 06 Dec 2006 11:50 - 47 of 519

looks like sky to run itv grade will just pick up salary,spoken to some pals at the bbc,

optomistic - 06 Dec 2006 12:00 - 48 of 519

Iceberg started to melt sold mine this morning.

TANKER - 21 Dec 2006 14:38 - 49 of 519

even the boys in the city dont think he is up to the job ,apparantly he is a yes man with no balls ,

TANKER - 21 Dec 2006 14:41 - 50 of 519

if ofcom dont sort this out then they might as well be disbanded it is a disgrace to the market,and normal punters,

TANKER - 09 Jan 2007 14:41 - 51 of 519

sky up 25p does that mean they have grade in there pocket,

benrgood - 09 Jan 2007 18:11 - 52 of 519

ITV is going nowhere, even Cadbury has pulled the Corrie sponsorship. Well said above by 'confidant' "Why buy ? There used to be 3 tv channels free to air, then 4, then 5 now 30 odd, including Film4 and 6 or so BBC channels - with no ads and therefore competitive advantage, There are more exciting and better options."

2007,8,9 will see a string of quality new US drama that overtakes even the most established UK soaps. The trend is moving from soap operas to drama and advertisers know it.

TANKER - 10 Jan 2007 10:37 - 53 of 519

ofcom is a disgrace it takes them months to do a simple job , if they where in the private sector they would be out of a job.

TANKER - 12 Jan 2007 14:20 - 54 of 519

well the oft is now taking the piss, it is blatant abuse of the market ,

TANKER - 12 Jan 2007 14:20 - 55 of 519

well the oft is now taking the piss, it is blatant abuse of the market ,

Dynamite - 27 Apr 2007 09:20 - 56 of 519

well not alot of comment about ITV on am. However I picked ITV as a long term winner in my SIPP and we are starting to see some good upward movement. It is the ITV program library that I think is worth alot of money and I see no reason why this share shouldn't continue upwards.
DYOR etc
Di

Guscavalier - 27 Apr 2007 19:28 - 57 of 519

I also hold these shares and purchased over 1 year ago around current levels. I think we are awaiting a decision as to the BskyB stake. If they have to divest their stake, takeover speculation will probably ensue. However, I think the market hopes the new ceo will work his magic. I agree the library must be valuable.

ellio - 30 Apr 2007 14:36 - 58 of 519

take over potential!!

JRM - 01 May 2007 12:01 - 59 of 519

Help!

What do I do now. Are the shares about to barn storm towards 1.50 as takeover speculation builds. Sky don't want an investigation and so they are very likely to sell before one begins.

I have a few and am partly tempted by profit but, the greed monster says buy into strength. The fun is yet to begin!

Any thhoughts?

Guscavalier - 01 May 2007 12:46 - 60 of 519

JRM- The commission"s enquiry is expected to take about 6 months and I dont think BskyB will be in any hurry to sell. Don"t forget they paid 135p for their stock and will not wish to get complete egg on their face. By then the new ceo will want to be able to give a more positive outlook and is working hard to do so (witness the latest football deals he has done) If NTL/Vigin outfit finds itself in a position to make a bid again, I think they will have to offer 140+. If BskyB are able to retain their stake ,I think ITV is good for recovery at the current 119p level.For myself, I am retaining my shares. If my memory serves me correctly, Fidelity stated that it was their intention to buy further shares in the future despite their sale at a substantial premium to the market to BskyB. That seems a bullish guide to me.

ellio - 01 May 2007 15:29 - 61 of 519

Keep buying, who knows who might come in for them?

Dynamite - 02 May 2007 08:21 - 62 of 519

well my investment at 113p is looking very happy with ITV

ellio - 02 May 2007 09:35 - 63 of 519

Good, can see 130 in very near future, problem is it's heavily traded so it needs some news to keep bumping it up, but am hopeful too.

JRM - 02 May 2007 11:42 - 64 of 519

Today's interesting with everybody hoping Sky will say something.

The inquiry won't start until 28th May so plenty of time for somebody to ease the stake from Sky.

I STILL FEEL 1.50 IS POSSIBLE, BUT IT IS SUNNY TODAY!!!!!!!

JRM - 02 May 2007 12:31 - 65 of 519

13.5 million -Buy!
Has just slipped through
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