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Thread: SiriusXM Weekly Stock Talk: 4/20/14- 4/26/14

  1. #51
    denco1 is online now
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    Quote Originally Posted by Wolf Child View Post
    Net subs too low?
    They beat expectations IMO

    Spencer had them in the 150K area

    Others had them at under 50k

    Could have been worse and now the bulk of the GM shift is behind us
    Last edited by denco1; 04-24-2014 at 08:24 AM.

  2. #52
    Wolf Child is offline
    Thanks Denco!

    Let's hope we put in a bottom....... say something meaningful Meyer!

  3. #53
    bdp. is offline
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    I truly expected a disaster! Unfortunately it would be to much to be expecting anything profound from Meyer the lifeless mannequin.

  4. #54
    denco1 is online now
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    I posted this on an SA thread a few day back....
    Thanks for the replies CN,

    Maybe Sub adds won't be as bad as many think. If 1/3 or so of the GM shift still needs to wash through this Q then 250-300 additions could be in the cards. Where do you see the sub adds coming in this Q? Piolin could add some of those lost to the remainder of the shift.
    http://seekingalpha.com/article/2148...share-buybacks

  5. #55
    Wolf Child is offline
    Best call on record Denco. You "nailed the Number".

    Not a goddamn thing for the shorts to exploit.

    Very pleased. Makin' money in Pre.

  6. #56
    denco1 is online now
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    Thanks Wolf!

    I agree, the #s were all in line or above expectations and a BIG relief with no fodder for the shorts.

    They came across very confidently on the trajectory of the business going forward. Glad to see this Q behind us.

  7. #57
    denco1 is online now
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    Now the old question....do we fill the gap today or do we march up to 3.28 and beyond.

    Or do we fill the gap early and move forward from there.

  8. #58
    SN38 is online now
    They have bought 65 million shares this year so far with another 93 million from liberty tomorrow @ 3.64
    Not a word or a question about Liberty buyout,

  9. #59
    Wolf Child is offline
    Quote Originally Posted by denco1 View Post
    Now the old question....do we fill the gap today or do we march up to 3.28 and beyond.

    Or do we fill the gap early and move forward from there.
    I bought and sold 90k shares between 3.15 and 3.24..... I am counting on a gap fill (or close).

    And I agree that Meyer sounded very confident!

  10. #60
    denco1 is online now
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    Great moves Wolf!

    I did not take advantage of the swing but will be looking to add a few on a quick fill.

  11. Ad Fairy Senior Member
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