That was on the 7th page (if you still use the original format) of the "SIRI Intraday Thread: Friday April 3rd / Weekend Edition"Quote:
Originally Posted by JohnnyIrishXM
and hey I am john not cos1000 he is the old one here. I will accept the rest though, dirty, rotten, codger.
LOL...no i actually did miss that post,that is funny....No it actually did come as a rss feed about siriusXM,thought it was a weird story til i checked filing for something elseQuote:
Originally Posted by john
Yea, that's a good idea - combine the RS with more dilution......why not just put a sign that says "kick me" on SIRI's back?Quote:
Originally Posted by JohnnyIrishXM
homer:
Just out of curiosity, do you happen to know Appolo's average price per share? I know it would not be exact, but an estimate with some numbers behind it?
I am curious as to some of these "independant directors" and thier cost basis in Sirius. Would they be in agreement with a $1/share sale price today? Or are they just as underwater as most of us.
TIA
Quote:
Originally Posted by Newman
Top 10 Institutional Holders: SIRI
Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
Jennison Associates LLC 169.46 M 20.33 M 0.05% 4.39% Medium
Putnam Investment Management, L.L.C. 129.42 M 15.53 M 0.03% 3.36% Low
Apollo Investment Management, L.P. 91.86 M 11.02 M 3.99% 2.38% Low
OppenheimerFunds, Inc. 85.67 M 10.28 M 0.02% 2.22% Medium
Vanguard Group, Inc. 85.53 M 10.26 M 0.00% 2.22% Low
T. Rowe Price Associates, Inc. 82.74 M 9.93 M 0.01% 2.15% Low
Barclays Global Investors, N.A. 69.97 M 8.40 M 0.00% 1.81% Low
RiverSource Investments, LLC 66.8 M 8.02 M 0.02% 1.73% Low
MFC Global Investment Management (US), LLC 56.11 M 6.73 M 0.08% 1.45% Medium
ClearBridge Advisors 33.62 M 4.03 M 0.01% 0.87% Low
Total % of Shares Owned by:Top 10 Holders 22.59% Top 25 Holders 27.07% Top 50 Holders 29.66%
Apollo is 92mil shares at est. .084
That's not what i want either.Quote:
Originally Posted by Demian
But think that is what they will do.
First, get to know the man...
http://www.time.com/time/magazine/ar...983521,00.html
Explain why you think that's what they will do if you also think that it is not the best thing for them to do.......why would they think it is the best thing for them to do?Quote:
Originally Posted by JohnnyIrishXM
Demian,if you read the annual report about the R/S and some of THEIR problems for doing it they list the shares that wouldn't be issued and thus not subject to R/S is problematic to the deal with liberty as any shares issued after r/s would have to account for 40% stake to liberty,but think about it logically,they want to get rid of the huge amount of shares to stop manipulation and they can use those shares now to reduce some debt...As for full dilution,it is already priced in to the sp,and with 6 bil shares as of now,it affects all the metrics that analyst forcast for their target prices...Quote:
Originally Posted by Demian
EX:EPS,market cap etc....it will look a whole lot better with full dilution and 800 million shares issued...look at it this way,if you are not green with avg price by time r/s comes you will only get your money back plus a small to med profit,not a 2,3,4 bagger...sorry
Now why i don't want it is because i'm already green with .26 avg cost,so my risk with r/s is nil,but my reward without one is differnce between 400% return with R/S and 3000% return without R/S....
Johnny, by the looks of your chart, it looks like that says CURRENT VALUE of holdings.
I want to know what Appolo's COST AVERAGE is, as well as any other of the board members. We know Mel's already...
Yes it says current value by last close price of month purchased,so i'm assuming they avg'd down or sold for loss and rebought...could be wrong,don't know original price avg they paid...Quote:
Originally Posted by Newman