Thoughts - our existing portfolio of long-term shares

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Derbiean
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Re: Thoughts - our existing portfolio of long-term shares

Post by Derbiean » Fri Jul 13 2018 10:04am

It sounds promising at first but it looks as tho takeover rumours of ITV have gone on previously, there is an article here from the times dated January 17th 2005 https://www.thetimes.co.uk/article/dyke ... lvqvmwnqg2 yet nothing happened and this article about a possible takeover of ITV does not come up with anything concrete beyond "ITV might be considered" http://www.thisismoney.co.uk/money/mark ... arget.html so I am unconvinced about the prospect of selling a share to fund the second buy of ITV currently.
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garindan
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Re: Thoughts - our existing portfolio of long-term shares

Post by garindan » Fri Jul 13 2018 11:29am

Derbiean wrote:It sounds promising at first but it looks as tho takeover rumours of ITV have gone on previously, there is an article here from the times dated January 17th 2005 https://www.thetimes.co.uk/article/dyke ... lvqvmwnqg2 yet nothing happened and this article about a possible takeover of ITV does not come up with anything concrete beyond "ITV might be considered" http://www.thisismoney.co.uk/money/mark ... arget.html so I am unconvinced about the prospect of selling a share to fund the second buy of ITV currently.
I tend to agree. I don't see a great deal to gain selling one share to pick up more of ITV at the moment. I think the takeover of Sky is a different prospect to a takeover of ITV - they are simply not the same. Whilst I do think ITV will be bought out eventually I don't think the move on Sky will have any impact on when/if that might happen.
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kevinchess1
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Re: Thoughts - our existing portfolio of long-term shares

Post by kevinchess1 » Sun Jul 15 2018 12:00am

Thunderfog wrote:ITV is a unique asset. When someone makes the first move for a takeover of ITV, can we expect a battle similar to the one being fought by Comcast and Fox for control of Sky?

There is and looks set to be more consolidation in this sector as the giants fight it out (too much spare cash on their hands).
The battle for Sky intensified on Wednesday night as Comcast raised its bid for Sky, valuing the pay TV giant at £26bn.

The move by the NBC owner came less than 24 hours after 21st Century Fox increased its offer to £24.5bn.

That topped Comcast's previous £22bn offer and is part of an escalating war between media giants including Disney.
https://www.bbc.com/news/business-44802670

Both Comcast and Fox have upped their original offers to take control.

http://www.hl.co.uk/shares/shares-searc ... dinary-10p

Dividend 4.41%

I personally would be in favour of selling a share in profit and buying a second holding of ITV.

Thoughts?
No from me
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Re: Thoughts - our existing portfolio of long-term shares

Post by expressman33 » Wed Aug 08 2018 3:26pm

although I'm not in the Share Club , I would recommend keeping your eye on Standard Life Aberdeen ( currently £3.25 ) and Direct Line Insurance Group ( currently £3.33)

http://www.lse.co.uk/SharePrice.asp?shareprice=SLA

http://www.lse.co.uk/SharePrice.asp?shareprice=DLG
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parchedpeas
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Re: Thoughts - our existing portfolio of long-term shares

Post by parchedpeas » Wed Aug 08 2018 5:43pm

I held SLA for ages and they were always good, the merger has been pretty successful and costs of doing business will come down because of it. Divi is great too: I'd agree with the above.

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