2nd UPDATE: ITV Leadership Saga Drags As CEO Talks Collapse
September 25 2009 - 1:21PM
Dow Jones News
The stewardship saga at ITV PLC (ITV.LN) remained unresolved
Friday after discussions with the front-runner for the chief
executive position, Tony Ball, were terminated, potentially leaving
the company without an executive leader amid the worst advertising
slump in its history.
To add to the tumult, the company said Friday that Executive
Chairman Michael Grade would step down from his position,
relinquishing both his executive and strategic posts, once a new
chairman is announced, which could be as early as the next few
weeks, a person familiar with the matter said.
The new chairman would be charged with appointing a chief
executive, although the pool has shrunk by at least two since the
search began.
After the withdrawal in August of HMV group PLC (HMV.LN) boss
Simon Fox, the latest casualty is former head of British Sky
Broadcasting Group PLC (BSY) Ball, whose shoe-in for the position
collapsed Friday.
The company said the negotiations "highlighted a number of
substantial differences, including a failure to finally agree
contractual arrangements, together with a disagreement over the
future chairmanship."
These differences were initially linked to Ball's remuneration
demands, which amounted to pay awards worth up to GBP42 million
over five years, the person familiar with the matter said.
Still, this had negotiated down to nearer GBP20 million to GBP25
million by early in the week, but the deal finally collapsed over
demands by Ball for a veto over the chairmanship candidates, this
person said.
Ball wasn't reachable for comment.
The exit of Ball as a candidate for the executiveship
disappointed many investors, sending shares down over 5% following
the news, although by the close shares were down a more modest
3.5%, or 2 pence, at 44 pence.
Goldman Sachs said in a research note that the news was negative
because Ball was the candidate most qualified to undertake further
restructuring of the business, and also because it raised concerns
over the resistance from the board to restructuring candidates.
ITV has faced a perfect storm of dispersal of its viewers across
multiple digital channels, the rise of the Internet as a competitor
for its advertising, and the cyclical slump in advertising revenue
caused by the recession.
Even though a GBP285 million cost cutting is already in
progress, crucially, a new chief executive will need to address the
company's structural problems.
Michael Grade's turnaround plan focused on content, including
online, but as the advertising slump worsened, production budgets
were slashed. ITV was also forced to sell social networking Web
site Friends Reunited for GBP150 million less than it paid for it
in 2005.
And concerns remain that ITV's core advertiser-funded broadcast
model is a busted flush. As Charles Stanley analyst Sam Hart notes,
consumers are turning to video-on-demand and personal video
recorders that make it easy to skip ads, and ITV may never regain a
large part of the advertising revenue lost in the downturn.
Press reports have suggested outgoing Reed Elsevier PLC (REL.LN)
Chairman Crispin Davis is a potential candidate for the job,
alongside Michael Bishop, a former chairman of Channel 4; and
Christopher Bland, former chairman of BT Group PLC (BT.LN).
"The first task of the new chairman will be to appoint a new
chief executive," the company said.
Company Web site: www.itvplc.com
-By Kathy Sandler, Dow Jones Newswires; 44-207-842-9293;
kathy.sandler@dowjones.com