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  1. MUSCLE13 is offline
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    06-23-2015, 09:21 AM #211
    Quote Originally Posted by MUSCLE13 View Post
    Merrill reiterated buys on Comcast Disney and Sirius this morning. $84 target on Comcast, $130 target on Disney and $5 target on Sirius. Comcast valued on EV/EBITDA, Disney valued on EPS, Sirius valued on Discounted Cash Flow.
    Someone posted a small portion of the report on Twitter. There is a lot more but some good info here -

    https://twitter.com/JaylKlK/status/613301160171184128

  2. siriustimes is offline
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    06-23-2015, 12:41 PM #212
    What's the deal with using 3 different metrics to value 3 media companies?


    Quote Originally Posted by MUSCLE13 View Post
    Someone posted a small portion of the report on Twitter. There is a lot more but some good info here -

    https://twitter.com/JaylKlK/status/613301160171184128

  3. MUSCLE13 is offline
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    06-23-2015, 12:58 PM #213
    Quote Originally Posted by siriustimes View Post
    What's the deal with using 3 different metrics to value 3 media companies?
    Good question. I remember when it was only EV/EBITDA in the 90s. I think it has to do with the extent of capital expenditures maturity of growth and buybacks now. It was easier to value in the 90s. There is no doubt that stock buybacks have changed the valuation game.

  4. MUSCLE13 is offline
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    06-23-2015, 01:17 PM #214
    If the buybacks continue at this torrid pace, I could actually envision a day 5 years from now when all media companies are valued on EPS again like they were in the 70s and 80s. It has already happened to all the content companies- Disney CBS Fox and Time Warner. I can see it going across cable and satellite too one day. Hasn't happened yet.

    The good thing for us media fanatics that loved the 90s Yahoo has EV/EBITDA multiples listed for all companies under Key Statistics. And they are updated every few days. At minimum once a week.
    Last edited by MUSCLE13; 06-23-2015 at 01:25 PM.

  5. dm_4 is offline
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    06-23-2015, 02:39 PM #215
    Watch for another possible siri buying opportunity at months end when apple starts to go into hype mode about their new subscription streaming product which starts june 30th.

  6. hedymoney is offline
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    06-23-2015, 08:45 PM #216
    Quote Originally Posted by dm_4 View Post
    hedy good to see you back man....where you been?

    I've been around DM.

    Mostly as an observer. Enjoy the thoughts and opinions of guys like you , Denco. and a few others. Am enjoying the commentary from Muscle and appreciate his thoughts on the industry as a whole.

    The noise from some of the other folks doesn't always sit well so I'd rather stay away and avoid any urge to reduce myself to those levels. Which BTW I've been know to do. LOL

    Some folks seem to think they know everything which disturbs me a bit.

    Take care man. I'll be watching.

  7. hedymoney is offline
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    06-23-2015, 09:04 PM #217
    Quote Originally Posted by MUSCLE13 View Post
    Hedy - I heard Live Nation controls about 5 or 6 of the top 7 live US music festivals. I don't know the details of these concert deals for Sirius. But I am of the opinion that Liberty Media has a long term plan to vertically integrate Sirius in music by pulling Live Nation and perhaps a large record label all under the Liberty Media umbrella with Sirius together. Just guessing that's the long term plan for LMCA. Strategically I think it makes sense. How it would be managed is a whole different question......But it's a way to get around the commoditization of music.
    Muscle.
    Last year Live Nation got into a contentious battle with Nederlander/AEG for rights to the Greek Theater here in L.A. First they won , then they lost, now I don't know who's running things. Maybe the city which was also an option under consideration.

    It appears that they sell tickets to the Greek concerts as well as the Forum here.

    If Live Nation can get the rights to operate these type of venues, as well as controlling these music festivals it can only provide an avenue for Sirius to promote their service.

    Places like the Greek and such cater to all age groups which Sirius does as well.

    A banner here. A booth over there.

    Selling some discounted packages or giving trials to interested parties could only be a positive.

    Let's get this done.

    Hedy

  8. dm_4 is offline
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    06-23-2015, 09:31 PM #218
    Good to know your back Hedy. I know you took some time off from here cuz you were sick of some of the bs..cant say i blame ya. peace brotha.



    i honestly thought a deal between siri, lmca, yahoo and live nation would have been accomplished years ago... Malone recently came out with a comment about how he thinks LN and siri should somehow work together or something to that effect. I was under the impression that live nation owns a lot of venues as is.

  9. dm_4 is offline
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    06-23-2015, 09:52 PM #219
    Verizon’s $4.4 Billion AOL Deal Brings Mobile TV One Step Closer

    http://www.bloomberg.com/news/articl...ser?cmpid=yhoo

  10. dm_4 is offline
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    06-23-2015, 10:08 PM #220
    Macquarie On Sirius XM: 2017 Is 'Around The Corner!'

    http://finance.yahoo.com/news/macqua...193520457.html4)

    "SXM17 could help the company to monetize its 25MHz of spectrum."

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