Added to YB: 2026-07-14
Pitch date: 2026-07-10
STVG.L [neutral]
STV Group plc
Author Info
No bio for this author
Company Info
STV Group plc, together with its subsidiaries, produces content and broadcasts programs in the United Kingdom.
Market Cap
GBP 47.4M
Pitch Price
GBP 1.04
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.33
P/E
-9.52
EV/Sales
0.57
Sector
Media
Category
special_situation
Theodosian Capital | Stocks Update 10/7/2026 - STVG – Change the channel
STVG.L (overview): UK broadcaster holding 2 northerly Channel 3 (ITV) licences. ITV selling media/entertainment to Sky for up to £1.6bn (H2 2027 close). Author sees STV's TV licences as logical bolt-on for Sky-ITV, and STV Studios attractive to ITV Studios given regional content rules. 18mo window to prove independence or face takeover speculation. Trades 6.2x 2027 consensus EPS.
Read full article (2 min)