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!

bought a few the other day from the proceeds of my top-sliced FEVR :-)


* ITV +2.5%, top of FTSE 100
Goldman Sachs adds stock to its conviction list
* Broker says broadcaster is a likely M&A target, risk reward currently attractive after poor share price performance
* JPMorgan ('overweight') lifts TP to 235p v 225p, and Liberum repeats "buy", 340p TP
* Stock now just 5% below levels seen prior to Brexit vote, which made advertisers nervous & spurred sharp knee-jerk selloff
* JPM says while Brexit an obvious risk, ITV shares are cheap (12.5x 17E P/E) on low expectations
* ITV among JPM's top picks in European Media & Internet
* Liberum flags UK GDP/consumer performance looks to be holding up despite previous concerns over Brexit and there has been no breakdown in the relationship between UK ad spending and GDP
* Broker says recent results from most retailers/supermarkets (c.20% of ITV's ad spending) also a positive read-across
* Simon Brazier, who runs Investec UK Alpha Fund, topped up on ITV post Brexit vote, backing its growing content production arm, which makes it less susceptible to cyclical swings in TV advertising
* Among most heavily traded UK blue-chip stocks on Friday

Up 8p today on very high volume (57m)

Black Rock go below 5%.

Finals out on Wednesday

Preliminary Results http://http://www.moneyam.com/action/news/showArticle?id=5504246

Looks good + a special div of 5% alert!

Decent enough results, final divi of 4.8p making 7.2p annual divi, and there is a 5p special divi.

Black Rock go above 5% http://http://www.moneyam.com/action/news/showArticle?id=5521855

time there was a bid!

Apple TV , or is it pie in the SKY ?

Nice rise today

http://www.thetimes.co.uk/article/liberty-lights-takeover-match-under-itv-nqzqpjpdv

that would be very nice ..... as posted above, bought some 13/1

as far as i can determine, GS now hold >25%

Yes that's how I see it and the action was shortly before the close on Friday so hoping for further upward move tomorrow.

07:01 - no new news

it'll be interesting to see what reaction to sp there is this morning
if none, i'm half tempted to have a further dabble though any t/o premium may not be any more than 10/15%

I'd say that was too low.

Bit of an anti-climax but surely only a matter of time

Goldman Sucks goes below 23%.

Buy order in on the spreads @ 203p if filled (I can wait) resistance 220p stop to entry asap.