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  1. Sirius Roadkill is offline
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    01-28-2011, 04:35 PM #41
    Transactions Granted Early Termination under HSR Act: (Note Date: March 31, 2010):
    http://www.ftc.gov/bc/earlyterm/2010/03/et100331.pdf

  2. Hopeful is offline
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    01-28-2011, 09:04 PM #42
    Great post's SRK! What is your take on what might happen with Liberty and potential ownership?

  3. Sirius Roadkill is offline
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    01-28-2011, 10:34 PM #43

    CNBC Trish Regan Interview

    Question number 3: If you had to: Charlie Gasparino or Dennis Kneale? Killing yourself is not an acceptable answer.
    I think I would have to kill myself. Or be on life-support.

    here's the whole shebang:

    http://dealbreaker.com/2010/06/trish...in-the-shower/

  4. Sirius Roadkill is offline
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    01-28-2011, 10:46 PM #44
    Quote Originally Posted by Hopeful View Post
    Great post's SRK! What is your take on what might happen with Liberty and potential ownership?
    Hi Andy!

    Jason Bazinet of Citi Group is the only one I have read who details an underlying thesis for his opinion . . . give it a read and let me know what you think.

  5. Sirius Roadkill is offline
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    01-28-2011, 11:12 PM #45
    from September 15, 2010:

    MODERATOR: So Mel was here this morning and he told me to ask you this question, a question I asked him. Uhh, you’ve got a 40% stake in umm in Sirius.

    MALONE: Um-hm.

    MODERATOR: And its obviously worked out very well for you, we calculated like a 12 million % return, um, but in any case if you increase your stake above 50 . . .

    MALONE: Well I think the return’s gotta be infinite doesn’t it?

    MODERATOR: (laughs)

    MALONE: I mean since we got all our money back and we still own it.

    MODERATOR: Right, so its been a great investment

    MALONE: Um-hm

    MODERATOR: However we calculate. And um

    MALONE: Thank you Mel (mock shouting)

    MODERATOR: And uh, . . . he’s done a great job . . . but if you increase your stake above 50% that would jeopardize their 8 Billion in NOL’s

    MALONE: Well we can't contractually . . . at the present time we’re barred from going into hard control of it for some period of time, I don’t remember what it is, but its all been disclosed publicly, um, so for some period of time, ya know, we have to be happy to be less than majority owner of it. Uh, as our ownership stake changes it can impact, uh, the usefulness of their NOL and so that has to, um, be watched.

    MODERATOR: Right, well Mel said it was March 2012 so . . . but in any case

    MALONE: Well March 2012 I believe is the last point at which we have any restrictions on our behavior.

    MODERATOR: Silence

    http://www.veracast.com/webcasts/bas...TOKEN=69376592

  6. Sirius Roadkill is offline
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    01-28-2011, 11:17 PM #46
    The above interview (which I transcribed myself) is somewhat telling . . . at first John Malone says he doesn't remember the date after which Liberty can go in to hard control . . . but then when the moderator makes a mistake and says "March 2012" . . . Malone's memory suddenly improves . . .

  7. Sirius Roadkill is offline
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    01-28-2011, 11:21 PM #47
    Audience Questions
    AQ: John assuming the LINTA spin, hard spin, goes according to plan what happens to the remaining trackers and on a sort of separate but related issue, in the case of Sirius, are there any advantages in doing a spin of your holdings?

    MALONE: Well certainly, I’ll answer the second question first, we could follow the pattern of Direct TV with Sirius in which, ya know, we could presumably spin it along with a 5 year trade or business to meet the rules, put enough juice in it such that it would constitute more than 50% of the vote and value of the resulting roll up and do it in accordance with a prearranged deal very similar to Direct TV. That’s a possibility. That’s a possibility that comes up every time we look at structural options. We obviously have not made any decisions on that. We still think Sirius is cheap. We probably would like to own more of it. So I think we’re still in the create value rather than distribute value mode with respect to that particular asset.

  8. Sirius Roadkill is offline
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    01-28-2011, 11:22 PM #48

    Trivia answer

    The correct answer is C.) COS1000

  9. Sirius Roadkill is offline
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    01-29-2011, 01:43 PM #49

    SB Trivia # 2

    Which of the following best describes the self-professed occupation of homer985:

    A.) Bond Specialist
    B.) Mergers/Acquisitions
    C.) Pandora Public Relations
    D.) Media Business
    E.) Co-Owner of Sirius Buzz Website
    F.) Arbitrage
    G.) 32nd Degree Mason/Unemployed
    H.) Both C & E Above
    I.) None of the Above

  10. SiriusBuzz is offline
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    01-29-2011, 05:31 PM #50
    I wish Homer would work for/with Siriusbuzz. I have tried, he can't be bought... or maybe he just expects more than a piece of gum and some pocket lint.
    Charles LaRocca
    SiriusBuzz Founder

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