Page 20 of 24 FirstFirst ... 101819202122 ... LastLast
Results 191 to 200 of 240

Thread: SIRI Monthly thread for July

  1. #191
    Raptor is offline
    Junior Member
    Raptor's Avatar
    Joined: Apr 2014 Posts: 7
    Quote Originally Posted by Faulkner_SA View Post
    Yes what denco said. Seeing same thing.
    Math may be a little off above. 4xEBITA is 5.7B we're at 4.115B. The games they are playing with the balance sheet additional 700m for buybacksout of cash flow . Makes for a total of 2.3B. No taxes being paid. Revolving account may not be considered as part of the 4x. May be more flexability. Not sure if any of this is right but I'm no accountant. Anyone????

  2. #192
    bdp. is offline
    Senior Member
    bdp.'s Avatar
    Joined: Dec 2012 Posts: 279
    I am so tempted to load up to the hilt AH 3.41. Am I completely foolish? I have a strong gut feeling we see a slow but steady rise from here on out. Today was just the typical Sirius WTF routine. Although I hoped for rational action, I completely expected the pop and drop. I'm considering going all in before the end of AM. Somebody please talk me out of it if you have good reason this is a knucklehead move.

  3. #193
    Wolf Child is offline
    remember when we were at 3.25.................... 17 months ago

  4. #194
    dm_4 is offline
    Enthusiast
    dm_4's Avatar
    Joined: Dec 2012 Location: Boston, Ma Posts: 168
    SF....Nice article....thanks man. Since SA banned me months back (surprise, surprise) i can no longer leave comments. You state in the article "This means that only 534,238 new subscribers are needed to reach this goal." Hell we could hit that number in Q4 alone....no? Again thanks for the article.

    I am not expecting any strong bull moves up in sp near term but i get the feeling based on the article that a bull move in sp can be reasonably expected by year end.

  5. #195
    Raptor is offline
    Junior Member
    Raptor's Avatar
    Joined: Apr 2014 Posts: 7
    Big drop posted in shares outstanding. Does not include converts but still. Between liberty and institutional they own 84% rounding up. That is if no institutional buying is posted before the 15th. They have to post it 45 days after end of quarter. Enough money approved in buybacks to remove 2/3rds of what is left in retail hands. I don't know about anyone else but I'm in and holding on for the ride. Things are going to get interesting!!!

  6. #196
    Steiny is offline
    Junior Member
    Steiny's Avatar
    Joined: Dec 2008 Posts: 16
    Quote Originally Posted by Raptor View Post
    Math may be a little off above. 4xEBITA is 5.7B we're at 4.115B. The games they are playing with the balance sheet additional 700m for buybacksout of cash flow . Makes for a total of 2.3B. No taxes being paid. Revolving account may not be considered as part of the 4x. May be more flexability. Not sure if any of this is right but I'm no accountant. Anyone????
    I'm thinking Liberty takes SIRI to 4.5x. I believe the calculation is based on the TTM of EBITDA also. But I think by next January/February, the debt load will be up to around $6.4B (1.425B x 4.5). I really think Malone/Maffei are going to stretch the limits as long as it doesn't negatively affect the credit rating.

    I'm not certain if the revolving LOC counts against the debt/EBITDA ratio. I have been assuming it does for now - does anyone else know?

  7. #197
    Wolf Child is offline
    Was wondering when wunderf@ck would pop out of the cake and piss on us

    http://www.analystratings.net/stocks...lMedia-Unknown

  8. #198
    dm_4 is offline
    Enthusiast
    dm_4's Avatar
    Joined: Dec 2012 Location: Boston, Ma Posts: 168
    13 million shares traded in first hour, good volume.....lets see if it carries thru all day.

  9. #199
    Wolf Child is offline
    How much of a role has options played in keeping us from hitting 3.50?

  10. #200
    denco1 is offline
    Mentor
    denco1's Avatar
    Joined: Nov 2012 Location: Shortie's A$$ Posts: 1,536
    closing above that trend line with a 3.46 or higher could be a good sign for a break of the 200 and a 3.50 print in the coming days....


    SiriCS.jpg

  11. Ad Fairy Senior Member
Page 20 of 24 FirstFirst ... 101819202122 ... LastLast

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •