SIRI IntraWEEK Thread 08-03-09

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08-04-2009, 04:16 PM
john

Quote:

Originally Posted by Sirius Roadkill

Those who disregard EBITDA are not fitting the other puzzle pieces together . . it is not a standalone metric;

EBITDA may be instructive, though not controlling, relative to its correlation to GAAP profit

If the Company guides-up to $400mm EBITDA on Thursday . . the correlation to potential full-year GAAP profit can no longer be ignored; the analysts sitting at $0.75-$1.00 targets have already factored it in . .

I believe they need at this point 475 to 500 million in EBITDA to be GAAP positive taking the last few right downs and payoffs into account
08-04-2009, 04:20 PM
Sirius Roadkill

Quote:

Originally Posted by davey1975

After hours i already down .0048 could that mean something??? I hope not i do agree this company has the potential for the future but losing subs does not help so i say tomorow when looking at this stock be very careful of what u wish for!!!

I'm with davey on this one romo . . .

be very careful of what u wish for (jk)

;)

goliath
08-04-2009, 04:27 PM
Sirius Roadkill

Quote:

Originally Posted by john

I believe they need at this point 475 to 500 million in EBITDA to be GAAP positive taking the last few right downs and payoffs into account

You are probably right . .
08-04-2009, 04:33 PM
davey1975

stock

This actually happened in the 1st quarter earnings the stock was on the way up when the earnings were released it was down i believe .05 -.10 that day idk if im correct but it was down. Today 8/3 the stock is up to almost .55 cents up .0697 at close what will it be tommorow??? My prediction i would say down in the morning maybe .02 or .03 maybe more BUT rebounding in the afternoon finishing unchanged (.00) anybody agree?????
08-04-2009, 04:36 PM
Sirius Roadkill

Quote:

Originally Posted by davey1975

This actually happened in the 1st quarter earnings the stock was on the way up when the earnings were released it was down i believe .05 -.10 that day idk if im correct but it was down. Today 8/3 the stock is up to almost .55 cents up .0697 at close what will it be tommorow??? My prediction i would say down in the morning maybe .02 or .03 maybe more BUT rebounding in the afternoon finishing unchanged (.00) anybody agree?????

hmmm . . by any chance is your last name "LaRocca"
08-04-2009, 04:42 PM
davey1975

?

no but good try!!! :)
08-04-2009, 04:43 PM
SiriusBuzz

Quote:

Originally Posted by Sirius Roadkill

hmmm . . by any chance is your last name "LaRocca"

I dont get it but, if you think that davey is me... I dont agree with what he is saying.
08-04-2009, 04:52 PM
underway

Quote:

Originally Posted by davey1975

This actually happened in the 1st quarter earnings the stock was on the way up when the earnings were released it was down i believe .05 -.10 that day idk if im correct but it was down. Today 8/3 the stock is up to almost .55 cents up .0697 at close what will it be tommorow??? My prediction i would say down in the morning maybe .02 or .03 maybe more BUT rebounding in the afternoon finishing unchanged (.00) anybody agree?????

I think it's going up tomorrow as part of the CC run up. After that, who the F knows......
If 'roadkill' is right....and I tend to agree, we could see the SP soar on Thurs after the CC. True, the sub loss won't be pretty, but merger synergies and pos cash flow, and some good guidance could be a real winner on the street, especially if there is a sense of auto industry rebound and overall economic recovery still in the air.
08-04-2009, 05:11 PM
toxdoc

Quote:

Originally Posted by underway

I think it's going up tomorrow as part of the CC run up. After that, who the F knows......
If 'roadkill' is right....and I tend to agree, we could see the SP soar on Thurs after the CC. True, the sub loss won't be pretty, but merger synergies and pos cash flow, and some good guidance could be a real winner on the street, especially if there is a sense of auto industry rebound and overall economic recovery still in the air.

This stock will never soar as long as it posts significant sub losses. Their whole business model depends on it. Synergies and cost-cutting have been good for the bottom line, but that will only carry SXM so far. They need to increase top line revenue. Remember, the street is forward looking. Right now, the street sees declining subs with a mountain of debt in the future.

I think we are looking at usual run up to CC followed by pound down afterwards. The run up will only be sustained once SXM starts showing increase in sub numbers, which won't happen this time. And Mel is deliberate about not providing much guidance.
08-04-2009, 05:35 PM
proactiv

Quote:

Originally Posted by toxdoc

This stock will never soar as long as it posts significant sub losses. Their whole business model depends on it. Synergies and cost-cutting have been good for the bottom line, but that will only carry SXM so far. They need to increase top line revenue. Remember, the street is forward looking. Right now, the street sees declining subs with a mountain of debt in the future.

I think we are looking at usual run up to CC followed by pound down afterwards. The run up will only be sustained once SXM starts showing increase in sub numbers, which won't happen this time. And Mel is deliberate about not providing much guidance.

Well stated, and my opinion as well.
08-04-2009, 06:10 PM
Siriusowner

Quote:

Originally Posted by toxdoc

This stock will never soar as long as it posts significant sub losses. Their whole business model depends on it. Synergies and cost-cutting have been good for the bottom line, but that will only carry SXM so far. They need to increase top line revenue. Remember, the street is forward looking. Right now, the street sees declining subs with a mountain of debt in the future.

I think we are looking at usual run up to CC followed by pound down afterwards. The run up will only be sustained once SXM starts showing increase in sub numbers, which won't happen this time. And Mel is deliberate about not providing much guidance.

OMFG ! What a great discovery !
08-04-2009, 06:12 PM
Siriusowner

I am back, left for Houston this AM and I am back, its amazing what you can accomplish these days with jet travel.
08-04-2009, 06:15 PM
SiriusBuzz

Quote:

Originally Posted by toxdoc

This stock will never soar as long as it posts significant sub losses. Their whole business model depends on it. Synergies and cost-cutting have been good for the bottom line, but that will only carry SXM so far.

+1 to that !!!
08-04-2009, 06:45 PM
relmor2003

Quote:

Originally Posted by davey1975

This actually happened in the 1st quarter earnings the stock was on the way up when the earnings were released it was down i believe .05 -.10 that day idk if im correct but it was down. Today 8/3 the stock is up to almost .55 cents up .0697 at close what will it be tommorow??? My prediction i would say down in the morning maybe .02 or .03 maybe more BUT rebounding in the afternoon finishing unchanged (.00) anybody agree?????

No. Nobody. Just you., Sorry bro.
08-04-2009, 06:47 PM
relmor2003

Quote:

Originally Posted by toxdoc

This stock will never soar as long as it posts significant sub losses. Their whole business model depends on it. Synergies and cost-cutting have been good for the bottom line, but that will only carry SXM so far. They need to increase top line revenue. Remember, the street is forward looking. Right now, the street sees declining subs with a mountain of debt in the future.

I think we are looking at usual run up to CC followed by pound down afterwards. The run up will only be sustained once SXM starts showing increase in sub numbers, which won't happen this time. And Mel is deliberate about not providing much guidance.

So your saying the stock is going to soar in Q3 then? Just to make sure we understand each other here. Because your a bit more bullish than me even on this stock, so thats great. :D
08-04-2009, 06:49 PM
relmor2003

Quote:

Originally Posted by SiriusBuzz

+1 to that !!!

This cc is nothing. Wait for the jump into Q3.
08-04-2009, 06:49 PM
SiriMonkey

Where's this spammer coming from? He has taken all the threads almost
all the way down. :mad: JERK!!!

Where's Charles? :smash:

Julie
08-04-2009, 07:04 PM
bassmaster

hey julie , responded to your question on the other thread

relmor, i posted back in march/april , in one of my first posts, i expect to see real value going in after the Q2 Q3 CC's. until then just trending up. obv not a genius call but my expectations are still on track. im not sure if youre being sarcastic with that last remark , but with everything going on now, i have NO DOUBT we will go into Q3 cc very close to $1 as long as we can hold some gains from this run up.
08-04-2009, 07:06 PM
SiriMonkey

[QUOTE=bassmaster;44964]hey julie , responded to your question on the other thread

Thanks Bass, :) I thought I was forgotten. :(

Julie
08-04-2009, 07:25 PM
Sirius Roadkill

red alert

Quote:

Originally Posted by SiriusBuzz

+1 to that !!!

site under attack . . pharmacy guy again

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