did he just say he expects to "easily reach 110 million subs in 3 years"?
ahhhhh ..... "install base"
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did he just say he expects to "easily reach 110 million subs in 3 years"?
ahhhhh ..... "install base"
Huge # as and install base within 3 years. Something bigger/additional is planned for this massive base of installed radios in addition to paying for SATRAD.Quote:
Originally Posted by Wolf Child
EDIT: That is what may be in the cards.....driverless vehicle safety.......99.8% coverage reliability.
I like that he finally said "Sirius can do anything that the other streaming services can do but they can't do what Sirius does"
international and driverless vehicle initiatives as well...... eventually
he's "saying" all the right things for the long run.
picking up some west coast talent for drive time traffic?
Dare I say hes beating his chest a little here?
so why the Hell can't we beat .02 EPS?
Actually he said 100 to 110 million in next 4 to 5 years and 150 million in next 5 to 10 years.
DM,Quote:
Originally Posted by dm_4
Those are enabled vehicles on the road with SAT radios...not subs.
The "build out" is the term he has used, I believe.
The more I think about it, last nights conference was really quite strong.
The only exception was Meyer emphasizing to investors that, "this is a marathon not a sprint" as he has said many time before.
But he did solidify his position in saying the stock was undervalued in his opinion and therefor is an attractive buy on the open market at current levels. Far cry from Elon Musk.
Popping in and out of the office during the presentation, unfortunately and missed a few minutes. Glad to hear the undervalued comment. Must mean they are still mopping up shares.
With the high SAAR this "build out" is happening even faster than they originally thought. Excited about these other revenue streams he references down the road....sooner rather than later maybe?
EDIT: I agree, this presentation had a bit more color and less canned answers and did show a higher level of confidence....all part of the plan...I guess with Q4 and the LMCA broadband spinoff plans getting closer.
the BB spread is the TIGHTEST I've ever seen!!
This has the potential to be Volcanic :fireman:
Stephen, was the latest decline in short interest what you were looking for?
No doubt, currently at 8.5 points. Haven't seen it that tight either.
Tighter than Shortie's A$$ on blowout Q eve.....all we need is a bottle of Vaseline and a little follow through:popcorn:
Attachment 1292
Double top breakout on the High/Low with the $3.65 print.
Need a close double top break not just intra day. Though intrda day today may bode well for tomorrow.
Regarding short interest no, I was looking for it to increase based on the ASR but it's just a curiosity issue / learning how this stuff is done and I don't think fluctuations in SI are particularly relevant.
Still feel it's forming a C/H formation here which means it should ramp to / near $4 or better $4.18 area pretty quick on a break here of current range. What it does from that high should be determined by Q3 call.
yes sat enable vehicles. He mentioned possibly some news by end of year as far as some deals with auto companies. Nice to see we hit 3.65 today.Quote:
Originally Posted by denco1
:bs:.......
Joel Osteen's channel is going to be huge for SXM. I guess I can hang on a couple more weeks for what I expect to be a nice payday.
Exercised and sold the Sept 20 $3's today moved into Oct 18 3.50's. If the 15 min / 50 doesn't pick this up tomorrow I dunno ... might grind around for another friggin 2 weeks :P
Do you really think Siri will get to $4.00 or better by Q3 call ? That`s only 6 wks away, LOL
I can't tell you how many times over the past couple of days that I have prepared a sell order to completely liquidate my SIRI position...... just couldn't pull the trigger. But I think that day is coming very soon.
BJH, I did not get in on the BABA trade yet. Opened too high for me.
Went up .05 this wk., today we lost it. $3.59 now. Can`t look anymore.