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  1. TSavery is offline
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    07-20-2009, 12:02 PM #11
    Quote Originally Posted by relmor2003 View Post
    Hey Tyler, How do you like that C short so far? What did I tell ya...
    This is only the beginning.
    Relmor.....

    There are a lot of advantages to the short market overall right now. C will likely take a beating. Just my opinion, and I have no position in C
    Tyler Savery
    Satellite Standard Founder

  2. Sirius Roadkill is offline
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    07-20-2009, 12:25 PM #12
    para 5, sent 2 in "OEM" article tyler (am not good with pm's yet)

  3. TSavery is offline
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    07-20-2009, 12:47 PM #13
    Quote Originally Posted by Sirius Roadkill View Post
    para 5, sent 2 in "OEM" article tyler (am not good with pm's yet)
    Got it. Thank you. The correction has been made
    Tyler Savery
    Satellite Standard Founder

  4. aosborn is offline
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    07-20-2009, 12:50 PM #14
    Would be nice to have marketing materials going to to the general used car lots that are not CPO because Sirius would likely give a free promo to anyone that has it installed in a vehicle. The car dealer could just give SXM the buyers name, address and phone # and turn on a 3 month promo.

  5. Sirius Roadkill is offline
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    07-20-2009, 12:54 PM #15
    post deleted
    Last edited by Sirius Roadkill; 07-20-2009 at 12:58 PM.

  6. john is offline
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    07-20-2009, 01:03 PM #16
    Quote Originally Posted by aosborn View Post
    Would be nice to have marketing materials going to to the general used car lots that are not CPO because Sirius would likely give a free promo to anyone that has it installed in a vehicle. The car dealer could just give SXM the buyers name, address and phone # and turn on a 3 month promo.

    There are problems with that first of all if they dont have a deal with the OEM of the CPO then they are going to be reqired to pay the OEM for the free trial period. It is the same reason that when people think it would be soooo simple to just offer a free ad based subscribtion to all the inactive radios. those people forget that the OEM will have to get paid. As an example the GM old contract is something like 5 dollars each month for each active radio GM put in their models.

  7. Sirius Roadkill is offline
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    07-20-2009, 01:52 PM #17

    Interesting Leading Indicator

    from "Auto Remarketing"

    Continuing on, analysts argued that the surge in asset-backed securities and improvements in retail auto loan approval rates likely means that consumers now have greater access to credit to purchase cars.

    "Automotive asset backed securities issuance, a critical source of capital for captive automotive finance companies, spiked in June and July to $7 billion and $8 billion per month, respectively," KeyBanc explained.

    "This represents a material improvement from the $1 billion per month issued from October 2008 to February 2009, as well as a return to the $8 billion per month averaged from 2000-2007," they continued.

  8. relmor2003 is offline
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    07-20-2009, 01:55 PM #18
    Quote Originally Posted by john View Post
    There are problems with that first of all if they dont have a deal with the OEM of the CPO then they are going to be reqired to pay the OEM for the free trial period. It is the same reason that when people think it would be soooo simple to just offer a free ad based subscribtion to all the inactive radios. those people forget that the OEM will have to get paid. As an example the GM old contract is something like 5 dollars each month for each active radio GM put in their models.
    True, but thats the old contract. Isnt it possible, that the new GM deal changed some of that, or affected even radios currently "in play". Im just hypothesising, Im not sure of course if that would be possible. But at least assume the new deal eliminates this aspect, or at least reduces this dramatically.

  9. aosborn is offline
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    07-20-2009, 02:00 PM #19
    Quote Originally Posted by john View Post
    There are problems with that first of all if they dont have a deal with the OEM of the CPO then they are going to be reqired to pay the OEM for the free trial period. It is the same reason that when people think it would be soooo simple to just offer a free ad based subscribtion to all the inactive radios. those people forget that the OEM will have to get paid. As an example the GM old contract is something like 5 dollars each month for each active radio GM put in their models.
    The radio is already in the used car so it doesn't cost the car dealer or the customer if they just turn on the promo subscription in exchange for the customers information to market a self paying subscription to the used car buyer.

  10. Sirius Roadkill is offline
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    07-20-2009, 02:02 PM #20

    CPO sales by brand through June 2009

    here’s some very detailed data on CPO sales by brand through June:

    http://www.autoremarketing.com/ar/ne...y.html?id=9710

    so far, looks like annualized CPO sales pace of 1,631,786 but that figure is impaired by GM/Chrysler reorganization and is not seasonally adjusted . . .
    Last edited by Sirius Roadkill; 07-20-2009 at 02:04 PM.

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