SIRI Monthly Thread October 2014

[MUSCLE13]

Doing a quick search i cant find the merrill reports you mention. Link would be helpful if you get a chance. thanks.

Sure I will link you to my Merrill account.......

[dm_4]

Sure I will link you to my Merrill account.......

Probably why we haven't been following it. thanks.

[MUSCLE13]

Take care penny stock gamblers who value media stocks on air instead of EBITDA and FCF. You can find my posts on Raging Bull - Comcast and Sirius. I lost a lot of faith in Sirius after Mel left. I believe in it again now. Totally undervalued as its valuation transitions from EV/EBITDA and DCF to FCF per share.

[MUSCLE13]

Probably why we haven't been following it. thanks.

Yes I think you all should follow price predictions based on absolutely nothing instead of predictable future cash flows. Take care.

[dm_4]

Totally untrue . Merrill came out with 2 extensive reports (yesterday and today) that I read with a reiterated $5 target. Most all the analysts have chimed in. You guys just have not followed it....... Please learn free cash flow per share.......

2 extensive reports huh??? let me guess jessica cohen has a 5$ pt....she has had that 5 tag on it now for close to a year now. those extensive reports you talk about haven't done much so far...maybe tomorrow

[dm_4]

Take care penny stock gamblers who value media stocks on air instead of EBITDA and FCF. You can find my posts on Raging Bull - Comcast and Sirius. I lost a lot of faith in Sirius after Mel left. I believe in it again now. Totally undervalued as its valuation transitions from EV/EBITDA and DCF to FCF per share.

you lost faith but now your a believer....you should be in politics

[MUSCLE13]

you lost faith but now your a believer....you should be in politics

That's correct. For the last couple years since Mel left the stock has been basically fairly valued at around 20 times EV/EBITDA with a 20% 3-5 year growth rate. Nothing to get excited about as it was not undervalued. At times it looked overvalued. But now with the free cash flow per share generation it's completely undervalued based on its growth rate.

Any good media investor gets excited when they see a stock trading at well under

1. it's FCF per share growth rate
2. it's EV/EBITDA growth rate.

I expect a very good 2 years coming up for Sirius strictly because of FCF per share. But hey I don't belong here. You guys have fun. Good luck with your valuations. However the heck you gamblers come up with them.........

[dm_4]

That's correct. For the last couple years since Mel left the stock has been basically fairly valued at around 20 times EV/EBITDA with a 20% 3-5 year growth rate. Nothing to get excited about as it was not undervalued. At times it looked overvalued. But now with the free cash flow per share generation it's completely undervalued based on its growth rate.

Any good media investor gets excited when they see a stock trading at well under

1. it's FCF per share growth rate
2. it's EV/EBITDA growth rate.

I expect a very good 2 years coming up for Sirius strictly because of FCF per share. But hey I don't belong here. You guys have fun. Good luck with your valuations. However the heck you gamblers come up with them.........

From your lips to Malones ears. At this point....I would be thrilled just to hit your $3.80 eoy price target.

[bdp.]

Anyway... I still can't find anything written about Sirius Q3 by any of the usual suspects. I'm wondering what that can mean?

[dm_4]

Anyway... I still can't find anything written about Sirius Q3 by any of the usual suspects. I'm wondering what that can mean?

Well don't forget bdp....seeking alpo use to be good for several pro/con articles on siri cc...but yahoo no longer carries them.

And i cant say i miss seeing their basher articles.