You can add me to the group that's stuck around as well.
Hoping you the best.
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You can add me to the group that's stuck around as well.
Hoping you the best.
There`s someone here also my friend.Quote:
Originally Posted by hedymoney
The only thing missing from SXM as a service is Station Personalization. I do like the option plugging in an artist and hearing like artists as long as the algo works well. The SXM slider feature is meh at best. How hard could it possibly be to spend some of that FCF on developing (or purchasing) a functional personalization service? This is not some out of the box idea nor does it need to be. Meyer must be aware of the features that pull customers to other streaming services and it's not always just because it's free. ......... I'm really holding out hopes for a bid on Spotify.
Also I. Have not sold any core since 2009. Up until 9 months ago, I thought I was brilliant! Now I am not so sure as I watch my other minor investments gain light years beyond Sirius without any effort. I still believe very strongly in the manipulation theory which suggests that although Sirius has been slammed, there will be a point where it will be set free in order to allow significant gains. The trick is of course, when to sell. Right now I would be very happy to unload all at anything north of $4. I am just not certain if that will even happen any time soon (or even at all). Does anyone know if the 'special committee" to review Liberty's buyout offer had ever been dissolved? And if not, why else other than to help engineer another buyout offer? I don't think Liberty has ever given up their outright acquisition agenda and will probably crawl out if the woodpile with another very soon.Quote:
Originally Posted by dm_4
The problem with the current set up......Siri shareholders and Liberty at odds.......they will probably not do anything "big" that will really move the stock up-EDIT-$5+- until they acquire us or have repurchased enough shares for Liberty ownership interest to be high enough for a higher offer to not be as big a cash outlay to Liberty. Once they get what they want they will move SIRI forward with everything that is being kept under wraps.....LMCA is calling the shots, like it or not. Time to become one...
EDIT: Bottom line, nothing else matters as long as LMCA treats us like a redheaded step child. When they want a stock to move it moves. Just look at the CHTR chart and what has happened to CHTR since Liberty increased its stake in the $128 range just 2 months ago.
Attachment 1271
They love CHTR........SIRI, not so much, at least not yet.
$6 billion in "announced" buy backs. Seems like enough cash to reduce the number of outstanding shares by 25%, or more. Yet the SP does nothing... TOTAL BS!!
hehe....
SiriusXM to Launch "Reefer Radio"
http://www.marketwatch.com/story/sir...dio-2014-07-16
This is the type of sh!t that emboldens the Shorts. Isn't this the kind of news that should send the shorts into a frenzy to cover?Quote:
Originally Posted by SlapShot27
But you're right. We can't get a decent move up to save our lives.
Hopefully just a little "back & fill" and not a "fill & f@ck you"
20 million shares traded in one hour, yet only a slight increase in SP. Seems to support the Wolf-man's "feel tentative" assertion: People want shares but are cautious about what they are willing to pay for themQuote:
Originally Posted by Wolf Child
Rupert Murdoch bids $75 billion for Time Warner... Somebody is makin money out there
The reason we are all cautious, of course is what has transpired the last 9 months that has resulted in a lack of trust in "management". No doubt, before the October takedown this stock would have reacted much more aggressively to this type of news.
EDIT: The shorts aren't scared. Why would they be....Libertys got their back.:poop:
I reluctantly predict we close @ 3.37.Quote:
Originally Posted by Wolf Child
steamy dung
rarely a strong move up. even more rare to hold onto a strong move up.
Ditto. My 3.39 re-buy never filled. Maybe tomorrow. Days like this are usually easy money.Quote:
Originally Posted by Wolf Child
Hey guys, haven't done a ton of posting lately, just be lurking around keeping up with all your great trades - congratulations to everyone here.
Anyway, attached are my Q2 2014 estimates. It looks to me that net subscriber additions start to "normalize" again this quarter. In Q2 2013, US car sales totaled 4.1M and 715k net subs were added. In Q2 2014, US car sales totaled 4.5M and I thinking that there will be 500k net subs added. I'm hoping I am being conservative on this estimate.
Be on the lookout for another one-time charge due to the Liberty contract that closed on 4/25. The one-time charge in Q1 was 27M which represented the change in the value of the contract at the time. The one-time charge in Q2 is about $23M which is the difference between the $3.6603 contract price and the closing price on 4/25 of $3.12. So the total loss to SIRI on the contract was $50M. FYI - I may be off some as the share price traded between 3.18 and 3.08 on 4/25.
One other point, for the first time in awhile I am looking for the diluted average weighted shares of common stock to dip below the 6B mark.
Any thoughts?
Thank you Steiny for giving us all a chance to view your estimates. I really appreciate it!!
I noted your eps at .020... Are there any reasonable scenarios that might get us to .03 EPS for Q2?
Hey cool, I'm thinking about trading/posting real time again, but in the other forum thread of course, cause not SIRI. But anyway, just poking around and saw you had this nice setup. Great FF pattern! Did you get in somewhere other than the BP? Always looking to learn.Quote:
Originally Posted by denco1
Wow, lot of juicy stuff up... maybe time to get back go the other stocks thread... just took a little PRAN for now...
Nice BLFS... could be good for EOD, or keep on for intra for DTs
Uh! lol, I need to get set up... looks like a lot of great stuff out there!!!! Leave you folks alone... maybe after getting set, I will resurrect down on the threads. Great year anyway, hope the same for all!