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Thread: SIRI Monthly thread for July

  1. #91
    denco1 is offline
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    Joined: Nov 2012 Location: Shortie's A$$ Posts: 1,573
    The reason we are all cautious, of course is what has transpired the last 9 months that has resulted in a lack of trust in "management". No doubt, before the October takedown this stock would have reacted much more aggressively to this type of news.


    EDIT: The shorts aren't scared. Why would they be....Libertys got their back.
    Last edited by denco1; 07-16-2014 at 12:35 PM.

  2. #92
    bdp. is offline
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    Joined: Dec 2012 Posts: 312
    Quote Originally Posted by Wolf Child View Post
    This is the type of sh!t that emboldens the Shorts. Isn't this the kind of news that should send the shorts into a frenzy to cover?

    But you're right. We can't get a decent move up to save our lives.

    Hopefully just a little "back & fill" and not a "fill & f@ck you"
    I reluctantly predict we close @ 3.37.

  3. #93
    Wolf Child is offline
    steamy dung

    rarely a strong move up. even more rare to hold onto a strong move up.
    Last edited by Wolf Child; 07-16-2014 at 04:48 PM.

  4. #94
    switchflare is offline
    Quote Originally Posted by Wolf Child View Post
    steamy dung

    rarely a strong move up. even more rare to hold onto a strong move up.
    Ditto. My 3.39 re-buy never filled. Maybe tomorrow. Days like this are usually easy money.

  5. #95
    Steiny is offline
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    Joined: Dec 2008 Posts: 19
    Hey guys, haven't done a ton of posting lately, just be lurking around keeping up with all your great trades - congratulations to everyone here.

    Anyway, attached are my Q2 2014 estimates. It looks to me that net subscriber additions start to "normalize" again this quarter. In Q2 2013, US car sales totaled 4.1M and 715k net subs were added. In Q2 2014, US car sales totaled 4.5M and I thinking that there will be 500k net subs added. I'm hoping I am being conservative on this estimate.

    Be on the lookout for another one-time charge due to the Liberty contract that closed on 4/25. The one-time charge in Q1 was 27M which represented the change in the value of the contract at the time. The one-time charge in Q2 is about $23M which is the difference between the $3.6603 contract price and the closing price on 4/25 of $3.12. So the total loss to SIRI on the contract was $50M. FYI - I may be off some as the share price traded between 3.18 and 3.08 on 4/25.

    One other point, for the first time in awhile I am looking for the diluted average weighted shares of common stock to dip below the 6B mark.

    Any thoughts?
    Attached Files Attached Files

  6. #96
    SlapShot27 is online now
    Thank you Steiny for giving us all a chance to view your estimates. I really appreciate it!!

    I noted your eps at .020... Are there any reasonable scenarios that might get us to .03 EPS for Q2?

  7. #97
    Dr. Dave is offline
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    Joined: Apr 2009 Location: SD Posts: 1,885
    Quote Originally Posted by denco1 View Post
    The problem with the current set up......Siri shareholders and Liberty at odds.......they will probably not do anything "big" that will really move the stock up-EDIT-$5+- until they acquire us or have repurchased enough shares for Liberty ownership interest to be high enough for a higher offer to not be as big a cash outlay to Liberty. Once they get what they want they will move SIRI forward with everything that is being kept under wraps.....LMCA is calling the shots, like it or not. Time to become one...

    EDIT: Bottom line, nothing else matters as long as LMCA treats us like a redheaded step child. When they want a stock to move it moves. Just look at the CHTR chart and what has happened to CHTR since Liberty increased its stake in the $128 range just 2 months ago.

    Attachment 1271

    They love CHTR........SIRI, not so much, at least not yet.
    Hey cool, I'm thinking about trading/posting real time again, but in the other forum thread of course, cause not SIRI. But anyway, just poking around and saw you had this nice setup. Great FF pattern! Did you get in somewhere other than the BP? Always looking to learn.
    Positions: Change so often, it's no longer useful to update this...

  8. #98
    Dr. Dave is offline
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    Wow, lot of juicy stuff up... maybe time to get back go the other stocks thread... just took a little PRAN for now...
    Positions: Change so often, it's no longer useful to update this...

  9. #99
    Dr. Dave is offline
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    Nice BLFS... could be good for EOD, or keep on for intra for DTs
    Positions: Change so often, it's no longer useful to update this...

  10. #100
    Dr. Dave is offline
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    Uh! lol, I need to get set up... looks like a lot of great stuff out there!!!! Leave you folks alone... maybe after getting set, I will resurrect down on the threads. Great year anyway, hope the same for all!
    Positions: Change so often, it's no longer useful to update this...

  11. Ad Fairy Senior Member
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