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1.) Options expiration this Friday = volatility:
http://www.cboe.com/AboutCBOE/xcal2009.pdf
2.) Finally a real TV ad . . . Elvis-Jordan-Prior-Stern . . . well done imo!
http://www.xmradio.com/wo/i/change09/change09.html
3.) Parsons out the door . . won't be missed:
http://siriusbuzz.com/gary-parsons-s...-sirius-xm.php
How 'bout a radio show Spence?
Quote:
Originally Posted by Sirius Roadkill
Good Evening SRK and all,
I saw, for the first time this morning, commercial you referred to.
Caught my attention, great advertisment. :thumbup:
Have a good week. :)
Julie
Let's see two more smileys allotted :p ;) How's that!
I'm very new to this but I wanted to let everybody know that I purchased an XMP3 and sat downstairs on the back portion of starbucks and listened to my XMP3. I was not near a window and the starbucks is located underground on Chestnut and 10th in Philadelphia.
What up Buzz fans? I had to get on board the thread and wish everyone a nice week. With SRK and Julie too teaming up to give the thread a heartbeat. Maybe the stock could give investors a heartbeat.
As you know I'm completely convinced that the share price IS held down by those that intend to do us harm.
Have a great day all. Oh and Big Ben. "Your" actually what's wrong with this world. Your either paid to drop your turds here on occasion. Or you need to step away from the white screen and reread your key strokes for the past year.
Go Chargers!!!!!!!!!!!! How about them Giants, Eagles and yes, this week the "Broncos".......................:)
Mis abios de pesca en la cocina!
BM actually has an interesting technical anaylsis out right now that I must say I agree with . . . a "catapult" formation . . . I have been feeling we are spring-loaded since that dip to $0.53 . . .
He is actually looking at a launch to $0.85-$0.94 . . .
To my friend Muscle . . hey Boobala, brush-up on your Shakespeare . . "A rose by any other name would smell as sweet" . . . its produced and customers pay for it so its a product . . the sooner the fossils in upper management figure that out the sooner they will begin to more fully monetize the valuable assets of this company . . which is as a premium content distributor! Radio-Schmadio!
yeah Socal . . those Chargers sure are some "regular season" team huh?
But then again . . who am I to talk . . J-E-T-S JETS-JETS-JETS (ooh-fah)
btw . . Big Ben has bats in his belfry! Lost his street cred months ago (lol)
I have watched the Mel interview twice now . . .
Couple observations . . no secret, but Mel was brought in for the specific purpose of doing the merger . . first I've actually heard him admit THAT! No big deal . . but confirmation of what we have long known/suspected.
Sounds like Stern will get his money.
One slightly troubling aspect of the interview to me . . I understand that Mel runs the company to make money . . and I am not unhappy that he is focused on generating FCF . .
But his tone regarding "subscriber growth" was a little too dismissive for my taste. Almost a resignation that 11-12mm OEM units equates to flat subscriber growth . . Regardless of cost synergies, the street will continue to ignore this equity absent substantial top-line revenue growth.
Thomson Reuters . . as of 11/15 . . "Outperform"
Standard & Poor's . . as of 11/14 . . "3 Stars" . . 12 Month Price Target: $1.00
*** 3-STARS (Hold): Total return is expected to
closely approximate the total return of a relevant
benchmark over the coming 12 months, with shares
generally rising in price on an absolute basis.
"Reflecting modestly higher ARPU (on recent
price increases and newer Internet/mobile offerings),
and relatively stable average self-pay
churn near 2.0%, we project total revenue
growth of about 1.0% in 2009, improving to 7.5%
growth in 2010, to more than $2.6 billion. With
merger-related synergies, we expect over $584
million of 2009 adjusted EBITDA, advancing to
$738 million in 2010 on improved variable contribution
margins, declining SAC and other income
from pass-through music royalties."
"Our 12-month target price of $1.00 reflects
nearly 2.5X 2010 EV/Sales, 10X EV/EBITDA or
about $250 per subscriber, which we view as
ample on slower growth prospects.We also
note SIRI recently had almost $7 billion of
unused net operating loss carryforwards."
Thomson Reuters Consensus . . 6 Analysts Included . . "Buy" with a "2.3333" numerical rating on a zero to 3 scale . . "1" being a "strong buy" and "3" being a "hold"
ConvergEx Group Consensus . . 14 independent research providers included . . Consensus Rating of "2.79" . . . "1" being a "Strong Buy" . . . "5" being a "Strong Sell" . . "3" being a "Hold"
Just watched it for the first time, was a good interview...Quote:
Originally Posted by Sirius Roadkill
http://wallstreetpit.com/12174-siriu...iversal-rumors
Do you have a link for that 'catapult' theory in your previous post? I'm interested in checking that out also. :cool:
Quote:
Originally Posted by socalrunningfool
Rivers is my QB!!! Go Chargers.
Siriuslong. Had no idea you were a Rivers fan. They do seem to have some momentum.
Hey Roadkill........................Is it safe to say you are pretty close to 90/10 ?????????? 90% Pumper. 10% disgruntled. Isn't it amazing how different we all post depending on how much money we currently have invested in the stock??????? It's true. Check yourself. You can tell by each poster style whether they hold for years. Are sold out like myself currently. Trade. Use options. Everyone has their slant and it all relates to their current share position. When your chips are on the line, your game face is on. Otherwise your just part of the peanut gallery.
What's up Jules? Those deposit slips got you hitting the pull out liquor cart these nights?
You can chart and project and plot to your technical hearts content with this company. But "Howard" is what propelled this company to ten bucks a share. And we small investors need another "Big" name that draws big time attention to the product to get that "big" jump that everyone seems to be waiting for. I could care less how much they cost, what they do to the bottom line or anything else. You land a BIG name who actually does live shows five days a week. And then you will see big upward share movement. And..........go back and look at when all of these blogs started. The good ol days for Sat radio were when the prospects of Howard jumping ship and coming over kept the juices flowing. In todays world fundamentals mean very little. Not to anyone who buys a stock at this price. But "rumors" and "possibilities".................now that makes these move in todays world. C'mon rumors. Someone give me a good one.
Quote:
Originally Posted by socalrunningfool
Why Socal, whatever do you mean? I am in no way hitting any liquor
cart. Frankly I thought that is what you were doing. :p Besides for
some reason waking with a hangover just doesn't appeal to me. If I did I
wouldn't be alert to those breaking weather bulletins, the warnings of
possible sunshine coming our way. I have been practicing 'Grab your sunglasses and run for cover' but fortunately have not had to utter those dreaded words. :rolleyes:
And who, Surfer Boy, are you calling part of the peanut gallery. ;)
:)
Julie
Why Socal, whatever do you mean? I am in no way hitting any liquor
cart. If I did I wouldn't be alert to those breaking weather bulletins, the warnings of
possible sunshine coming our way. I have been practicing 'Grab your sunglasses and run for cover' but fortunately have not had to utter those dreaded words. :rolleyes:
"Well at least we know where you've been. Denial denial denial. guilty guilty guilty.
And who, Surfer Boy, are you calling part of the peanut gallery. ;)
" I am for certain a member of the peanut gallery" I also atten AA meetings................Assholes Anonymous...........John attends with me among others........:)
:)
Me a pumper . . yeah, go figure! (but I still got 1 eye on Frear . . that guy makes my skin crawl)
Anywho . . I, like you, once laughed in the face of the point & figure man . .
But Don Socal, Q3 changed all that . . finally, this equity "can" now trade on fundamentals/metrics . . .
The days of landing the "big-fish" talent-wise are over . . there is 1 Stern in a lifetime . . Limbaugh is under long term contract . . who else has the pull?
BM has the catapult formation nailed . . . imo . . . dyodd
In looking at the analysts research reports, one area where Siri consistently scores high marks is in "Price Catch-up" . . .
Now go take a long run on the beach and clear the junk out of your head and get back on the bandwagon . . and tell me what is incongruous about the following:
1.) BM detects a "catapult" formation
2.) Research analysts give Siri high marks on "Price Catch-Up"
3.) Don Socal says evil-doers are holding the price down
Answer: NOTHING
All point to the same thing!
Now everybody go buy some more friggin shares and get outside and take in the fresh air! :D
john is already reformed . . the new john stinks if ya ask me
The days of landing the "big-fish" talent-wise are over . . there is 1 Stern in a lifetime . . Limbaugh is under long term contract . . who else has the pull?
A: Sarah Palin
In only takes an initial rush. could care less about the residual.
Don Socal says evil-doers are holding the price down
Easy to hold the price down while management cashes out millions of dollars in shares to their little hearts content and continue to contribute to dillution.
..........Quote:
Originally Posted by socalrunningfool
I see jon pluc is lurking through the forums as I type . . ya still owe me a dime Pluc . . never retraced to $0.38
I got a memory like an elephant . . ;)
Funny you should mention this Don Socal!Quote:
Originally Posted by socalrunningfool
Today, 11-18-2009, is in fact a vesting date for the sale of those restricted stock units awarded to Sirius XM employees in lieu of cash bonuses . . :D
Keep your eye on the ball . . and look for the dip ;)
Here are the remaining vesting dates for what were originally 20 tranches:
12/3/09; 12/23/09; 1/6/10; 1/21/10; 2/5/10; 2/18/10; and 3/4/10. The Company has reserved the right to accelerate the vesting of these restricted stock units. (Employee) has adopted a 10b5-1 sales plan pursuant to which he/she intends to sell the common stock received by her on each of the vesting dates.
So . . . 13 down . . . 7 to go!
GLTAWYT - please dyodd
my poor friend john has been totally emasculated over there . . doesn't even cuss anymore . . what's this frickin world coming to . . . that poor dipwad :p
Quote:
Originally Posted by S50Fan
Nvm I found it. :rolleyes: http://seekingalpha.com/article/1734...f?source=yahooQuote:
Originally Posted by Sirius Roadkill
my friend johnnyirishxm is reporting an acceleration of these tranche sales . . possibly meaning no share dump on 11-18-2009Quote:
Originally Posted by Sirius Roadkill
watch the price movement . . . check the filings . . . dyodd
thank you irish . . . you may play through . . I'll see ya at the 19th hole!