SIRI IntraWEEK Thread 08-03-09

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Originally Posted by john

Oh no my friend if you look at the main page when they first merged I called 400 million long ago as a matter of fact when mel said 250 million, I said bullshit I bet that number gos to 350 to 400 million.

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Analysts jumped SiriusXM though, and said 500 million a few months ago. Jerks. Take some of the surprise out of it. Yes, I agree John, no surprise they raised it.

Tyler, you were off my 200k on sub loss. Thats unacceptable. Ill expect the apology article shortly. :p

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Originally Posted by relmor2003

Funny, but I bet you the stock shock movie might actually weigh into there decision. Id say that even if i wasnt in it, seriously. They did request a copy, and did view it. Maybe we get a bone.

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nasdaq will have to come to grips with total market cap

$1.00 delisting is arbitrary and capricious; mel can be a big time ball breaker; nasdaq will cave-in . . this was mels courtesy letter; next comes his F-U letter

anyway, SP will naturally be above $1 so probably moot point . . but glad that he is getting out in front of it now

john . . if they get to your $475 by year-end . . hello GAAP profit baby!

If I were a trader I wouldn't be getting too cute here . .

Yahoo finance...AP story...they mention the loan from liberty and BK...amazing. This company, being a new media, is hated by almost media outlets. The nerve to mention bk again, fin amazing. Call the fat man the fix is in. I call high 30s once again with a scary ride going forward. So as the stock falls a penny, Phillies man is losing 4000$ per...ouch!

Siri reminds me of the good old Bucos! Pirates for those outsiders. Can't win with anyone on the field!

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Originally Posted by relmor2003

Ok. From MY standpoint, it was a better call than I expected. Beat on sub loss(I said around 245k loss), and my revenue was light(620). SAC was great. Self pay churn, nice. Self pay subs, flat. Wonderful.
Street..
ANy loss in subs will be hammered. EPS loss will be hammered. Dont know the effect.
Mel did give unofficial guidance on sub loss. He said the trend IS OVER. Period. There you go. Shut up street. Hows your 1.4 million loss pace now Mr. Moritz. Jerk.
Im holding at .53, looking for direction, on my last buy.
NOt sure what will happen at the open. Mel did a great job this time. R/S question was slam dunked. Basically, SEC might not even make us, NASDAQ might give us an exception, up to one year a way anyway, and we are confident we will clear it anyway. Good job.

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That had been discussed long ago when Brandon also tried to say he was actually correct about his 2 million sub loss after the 1st quarter. I know I told him he was wacked if you think you can just do a simple multiple of the 1 st quarter and even if you could which you cant it is still 1.6 million not 2 million. That the quarters are all different and the 1st quarter has always been bad when it comes to subs and churn, that is just the way it is.

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Originally Posted by john

That had been discussed long ago when Brandon also tried to say he was actually correct about his 2 million sub loss after the 1st quarter. I know I told him he was wacked if you think you can just do a simple multiple of the 1 st quarter and even if you could which you cant it is still 1.6 million not 2 million. That the quarters are all different and the 1st quarter has always been bad when it comes to subs and churn, that is just the way it is.

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John, could you give me an overall take on the CC,in your opinion? Forget share price. Just bottom line.

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Originally Posted by Big Ben

Phillies man is losing 4000$ per...ouch!

!

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phillies-man just needs to wait 1 more quarter . . 10 pennies gets him his downpayment on that north wildwood summer place . . bucs fan - you gotta wait til next year!

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Originally Posted by relmor2003

Tyler, you were off my 200k on sub loss. Thats unacceptable. Ill expect the apology article shortly. :p

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I think he was actually only 113,000 off. I was off last quarter, but I said200,000 this quarter, that is not to bad.

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Originally Posted by relmor2003

John, could you give me an overall take on the CC,in your opinion? Forget share price. Just bottom line.

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here's my take: your $0.38 & $0.39 will neve fill!

(you hear that pluc?)

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Originally Posted by john

I think he was actually only 113,000 off. I was off last quarter, but I said200,000 this quarter, that is not to bad.

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not to bad? did you do the % math? that's a pretty gracious margin of error

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Originally Posted by john

I think he was actually only 113,000 off. I was off last quarter, but I said200,000 this quarter, that is not to bad.

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Im just kidding with him. Thanks roadkill, but I pulled those buys a long time ago. :D
He said 325? Almost off by 50%. I expect better from him.;)

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Originally Posted by relmor2003

John, could you give me an overall take on the CC,in your opinion? Forget share price. Just bottom line.

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I thought it was a really good one. If I where you I would not be selling shit right now. Then again I am more of a wait and see kind of guy. I wait for a bigger move then a few pennies. Will the PPS go down, maybe. I will just say from this point on it will only get better. The sub loss was not to bad the revenue will only get better from here. Now I know they have said the 2 dollar increase is really just an offset to the royalties but come on it was money that they used to pay themselves out of the old 12.95 per month. so in the end it is a huge plus. I will bet the analyst are loving it. This incease was a long time coming and one they thought could not get done after the merger, that is why many lowered their expectations of the merger after they found out about the price freeze.

I see us going back to the mid to low .40's... anyone agree?

waiting,for NO CAPEX,just 24mil write off loss from BK of launch company,it was PREPAID!!!!!!!!!I got your Stones right here 888'sLOL

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Originally Posted by Sirius Roadkill

not to bad? did you do the % math? that's a pretty gracious margin of error

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Hey 13,000 is good when we are talking about all the complex factors that go into trying to come up with a number.

Self pay subs lost only 15k,excellent job in this environment,Sac lower,Churn was 2%,was expecting 1.9% and hoping for 1.8%....Arpu up 10.66 from 10.43,Excellent

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Originally Posted by Sirius Roadkill

not to bad? did you do the % math? that's a pretty gracious margin of error

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He said this quarter was going to be just awful & it was much better than expected.

Also reverse split is not at all on the table and likely the stock will be over $ 1.00 by year end with the next 2 quarters of sub growth with the upswing of car sales.

Friggin will be very happy as are all of us.

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Originally Posted by relmor2003

Im just kidding with him. Thanks roadkill, but I pulled those buys a long time ago. :D
He said 325? Almost off by 50%. I expect better from him.;)

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from 8/1/09:

"For instance, Ive already sold all my over core, and a tad of my core(newer increased core position from june), now Im READY to start buying back. My first buy target is .41. .40, and .39. I will save more for a lower spike."

sorry, but I got a dime bet riding on this with pluc . . lol

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Originally Posted by Sirius Roadkill

here's my take: your $0.38 & $0.39 will neve fill!

(you hear that pluc?)

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Yup almost every week i hear it ;) (rattles his bag of dimes)