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  1. Wolf Child is offline
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    09-16-2014, 07:04 PM #81
    did he just say he expects to "easily reach 110 million subs in 3 years"?


    ahhhhh ..... "install base"

  2. denco1 is offline
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    09-16-2014, 07:14 PM #82
    Quote Originally Posted by Wolf Child View Post
    did he just say he expects to "easily reach 110 million subs in 3 years"?


    ahhhhh ..... "install base"
    Huge # as and install base within 3 years. Something bigger/additional is planned for this massive base of installed radios in addition to paying for SATRAD.

    EDIT: That is what may be in the cards.....driverless vehicle safety.......99.8% coverage reliability.
    Last edited by denco1; 09-16-2014 at 07:24 PM.

  3. Wolf Child is offline
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    09-16-2014, 07:26 PM #83
    I like that he finally said "Sirius can do anything that the other streaming services can do but they can't do what Sirius does"

    international and driverless vehicle initiatives as well...... eventually

    he's "saying" all the right things for the long run.

    picking up some west coast talent for drive time traffic?

    Dare I say hes beating his chest a little here?
    Last edited by Wolf Child; 09-16-2014 at 07:30 PM.

  4. Wolf Child is offline
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    09-16-2014, 07:31 PM #84
    so why the Hell can't we beat .02 EPS?

  5. dm_4 is offline
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    09-17-2014, 07:22 AM #85
    Actually he said 100 to 110 million in next 4 to 5 years and 150 million in next 5 to 10 years.

  6. denco1 is offline
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    09-17-2014, 09:33 AM #86
    Quote Originally Posted by dm_4 View Post
    Actually he said 100 to 110 million in next 4 to 5 years and 150 million in next 5 to 10 years.
    DM,

    Those are enabled vehicles on the road with SAT radios...not subs.

    The "build out" is the term he has used, I believe.

  7. Wolf Child is offline
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    09-17-2014, 09:53 AM #87
    The more I think about it, last nights conference was really quite strong.

    The only exception was Meyer emphasizing to investors that, "this is a marathon not a sprint" as he has said many time before.

    But he did solidify his position in saying the stock was undervalued in his opinion and therefor is an attractive buy on the open market at current levels. Far cry from Elon Musk.

  8. denco1 is offline
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    09-17-2014, 10:05 AM #88
    Popping in and out of the office during the presentation, unfortunately and missed a few minutes. Glad to hear the undervalued comment. Must mean they are still mopping up shares.

    With the high SAAR this "build out" is happening even faster than they originally thought. Excited about these other revenue streams he references down the road....sooner rather than later maybe?

    EDIT: I agree, this presentation had a bit more color and less canned answers and did show a higher level of confidence....all part of the plan...I guess with Q4 and the LMCA broadband spinoff plans getting closer.
    Last edited by denco1; 09-17-2014 at 10:10 AM.

  9. Wolf Child is offline
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    09-17-2014, 11:50 AM #89
    the BB spread is the TIGHTEST I've ever seen!!

    This has the potential to be Volcanic

  10. Wolf Child is offline
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    09-17-2014, 12:02 PM #90
    Stephen, was the latest decline in short interest what you were looking for?

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