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Type: Posts; User: Dustyoden

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  1. Replies
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    Hopeful, who is "they" you refer to when you say...

    Hopeful, who is "they" you refer to when you say "they will dilute the hell out of us?"

    Not following you here.
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    This just adds to my suspicions that Siri Xm will...

    This just adds to my suspicions that Siri Xm will suprise announce after the close today, before the bell tomorrow (doubt that, but possible), or after the bell tomorrow. I loaded up on dec. options...
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    28,813

    On ESPN's Around the Horn, Tony Reali is talking...

    On ESPN's Around the Horn, Tony Reali is talking about an interview that took place exclusively on Siri NFL channel with draft prospect Arron Curry. What upsets me is Reali only refers to Sirius as...
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    Typically the sub numbers have been my biggest...

    Typically the sub numbers have been my biggest fear. However, without a large loss in subs, I see the stock going up. The Iphone app that everyone is so excited about really isn't as big a deal as...
  5. At what point does the 4th decimal get dropped?

    At what point does the 4th decimal get dropped?
  6. Replies
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    Has anyone else noticed how little movement there...

    Has anyone else noticed how little movement there has been in AH yesterday after close and this morn. Any thoughts? If (assuming bigger players have been in control) the wild fluctuations are...
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    SLH, thats always been a dangerous game for me...

    SLH, thats always been a dangerous game for me trying to guess earnings reports. I feel the same as you though about C only throughout the financial sector. I bought UYG Monday and expect to see a...
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    This forum is quickly turning shit. Sad, since...

    This forum is quickly turning shit. Sad, since it wasn’t long ago people were actually exchanging real ideas. Must be the lack of Siri news.
  9. Replies
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    Also, just fyi, my strategy for the last year or...

    Also, just fyi, my strategy for the last year or so with Siri has been avg down and buying until the SP met my PPS. I avgd down to .32 and figured I would stop buying and let this ride for a few...
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    I'm starting to formulate an idea as to how...

    I'm starting to formulate an idea as to how market manipulators can work while the stock trends higher and am thinking today may be an example of such. If an entity with a large portion of shares...
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    Did not mean to post 3 times!

    Did not mean to post 3 times!
  12. Replies
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    26,741

    Sirius XM CC 0800 ET Don't be late!

    I, as well as many others, are very anxious to have our conference call. It has been long awaited and a lot has happened without the guidance of Mel and Company. I want this to go smooth and I want...
  13. I have been trying to figure out (as I have...

    I have been trying to figure out (as I have always thought Sirius XM should BK XM holdings) if doing so would cause the Malone deal to be retracted.

    After going over as much as I could again...
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    Druid, you are right. I misstated by saying...

    Druid, you are right. I misstated by saying large sell off. I should have said large covering at the end of the day was calculated. My mistake
  15. Replies
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    Three ways to look at today's momentum going into...

    Three ways to look at today's momentum going into the weekend in my opinion:

    First, a calculated risk by someone/fund with money going into the weekend. (Maybe)

    Second, "someone close to the...
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    Yep, just pointing out the discrepancy.

    Yep, just pointing out the discrepancy.
  17. Replies
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    I'm thinking Sirius is reporting premarket on...

    I'm thinking Sirius is reporting premarket on Thurs. On etrade the Sirius page says the 23rd but if you go to the market calender on Etrade it reports Thurs the 26th.
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    Couldn't agree more. That is exactly what I have...

    Couldn't agree more. That is exactly what I have been saying. As for Malone buying stock now I should have phrased it better as I meant once the second part of the loan is signed by all parties and...
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    Demian, agreed with the timing. When I first...

    Demian, agreed with the timing. When I first heard about the channel shifts I thought this was going to hurt much worse. As for the bottom line for Sirius you are spot on. However, I really worry...
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    150K new subs is unrealistic in my opinion. I’m...

    150K new subs is unrealistic in my opinion. I’m basing this off of people I casually know through work who bought Sirius (not XM, which is kind of scary) for X-Mas. These are people who I would...
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    If the second part of the loan goes through (and...

    If the second part of the loan goes through (and I still don't think it will) would it not make sense for Malone to start buying common and start pushing towards that 49.9% max (after the second loan...
  22. Thread: 4Q results

    by Dustyoden
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    8,651

    Tripp I have been thinking about the COH...

    Tripp I have been thinking about the COH situation a lot and to put a positive spin on it perhaps the COH from 3Q plus (assuming good numbers for 4Q) 4Q, synergies, Liberty's first part of the loan...
  23. Thread: 4Q results

    by Dustyoden
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    8,651

    4Q results

    I have been hoping for strong 4Q results but the more I am thinking about it I feel they are not going to be so hot. Here's why. If the 4Q was positive and Sirius XM had some extra COH why would...
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    Doesn't Liberty only get veto power if Sirius...

    Doesn't Liberty only get veto power if Sirius defaults on a payment?
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    It's only my interpritation but it wouldn't make...

    It's only my interpritation but it wouldn't make sense to split up the loan by only a couple months if that (referring to my previous post) wasn't the plan. If you were intending on taking the deal...
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