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HomeBusiness ITV With Roland Head And Maynard Paton Acquire US

[Podcast] ITV With Roland Head And Maynard Paton Acquire US

IMPORTANT! The podcast beneath stays freely accessible, however from 1 August 2023 all my podcasts grew to become a part of a premium service for UK personal buyers. Please do take into account becoming a member of when you benefit from the dialog. Extra particulars right here >>

02 April 2023
By Maynard Paton

I’ve recorded one other podcast with my good buddy Roland Head. This time we talked about Roland’s shareholding in ITV, which at present yields 6% for his earnings portfolio. We mentioned the broadcaster’s enterprise technique, progress alternatives, business challenges and lowly valuation:

We cowl: 

  • ITV’s latest outcomes, the 6% yield and Roland’s portfolio purchases. 
  • The bull case for ITV, being a UK ‘TV champion’ and constant viewing habits.
  • ITV’s monetary historical past, dividends being skipped and the near-term outlook for promoting.
  • The expansion of ITV Studios, worldwide manufacturing alternatives and 26 abroad variations of Love Island.
  • The transfer in direction of greater high quality dramas, further scripted content material and additional gross sales to streaming companies.
  • The structural decline of tv promoting, and diminished standard viewing versus rising streaming hours.
  • ITV’s digital promoting, the Planet V platform and potential ‘scalable’ economics. 
  • The price of promoting on ITV, with regional choices beginning at simply £6. 
  • ITV’s pension-deficit funds, upfront manufacturing prices and common distinctive gadgets. 
  • ITV’s working margin, return on capital employed and ITV Studios showing undervalued.
  • Capitalising programme prices, ITV3 repeats from 1976 and the hidden worth of the again catalogue. 
  • Hasbro shopping for Leisure One throughout 2019 suggesting ITV shares are undervalued.
  • ITV’s income per worker, debt and previous particular dividends.
  • Chief exec Dame Carolyn McCall, her marketing strategy and the poor disclosure of director choices.  
  • Britbox, airtime-for-equity investments and System1 advert testing. 
  • Our concluding ideas on ITV’s technique, valuation and potential.

Additional hyperlinks:

Completely satisfied listening!

Maynard Paton

PS: The episode was recorded on 29 March 2023.

Disclosure: Maynard personal shares in System1.

#Podcast #ITV #Roland #Maynard #Paton

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