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  1. MUSCLE13 is offline
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    12-03-2014, 09:11 PM #101
    Quote Originally Posted by MUSCLE13 View Post
    I actually would like to see Liberty make an attempt to bring Sirius and Live Nation together. I think there are tremendous synergies there. Tremendous music content play for Sirius, and great radio distribution for Live Nation. Plus Live Nation is global music play. Something Sirius is not. Mergers and acquisitions are a great way to grow a company when they are done on an accretive cash flow basis. Much of the growth in media stocks has come through M & A activity over the years.
    I also was in favor of Liberty trying to buy Sirius earlier this year because I would have loved to have a combined Sirius Charter investment. I am a huge believer in broadband growth and cable consolidation.

    But that combo will never happen now since Charter was separated into Liberty Broadband away from Liberty Media. So I invest in cable and sat radio separately. I love both business models.

  2. MUSCLE13 is offline
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    12-03-2014, 09:32 PM #102
    This fight happening between CBS and Dish. My bet is Moonves and CBS wins. Content is King.

    I would like to see Sirius keep adding more and more content........continuously and forever. Of course in a cost effective manner. Content will always be King......

  3. dm_4 is offline
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    12-03-2014, 10:40 PM #103
    An 8k needs to be filed within 4 business days to disclose material events....so my guess is we see it sometime tomorrow...or by friday after the close at the very latest....but i suspect tomorrow we see it..prob ah.

  4. dm_4 is offline
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    12-03-2014, 11:34 PM #104
    Something may be cooking over at lmca.....8k filed.....Black out period looks like this was filed yesterday.

    http://biz.yahoo.com/e/141202/lmca8-k.html

    Is offer coming?

    "The blackout period under the Plan is needed in connection with the proposed removal of the Company's Series A common stock as an investment option under the Plan. The Plan's shares of the Company's Series A common stock will be liquidated and the proceeds from the liquidation will be invested in shares of the Company's Series C common stock"....
    Last edited by dm_4; 12-04-2014 at 02:21 AM.

  5. just sirius is offline
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    12-04-2014, 01:40 AM #105
    dm

    Looks like the 401k plan is switching from Common A shares to Series C shares...not sure that has anything to do with Siri...

    JS

  6. dm_4 is offline
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    12-04-2014, 02:06 AM #106
    Quote Originally Posted by just sirius View Post
    dm

    Looks like the 401k plan is switching from Common A shares to Series C shares...not sure that has anything to do with Siri...

    JS
    JS...you're prob right...just read it a second time prob has nothing to do with siri. Hopefully we see some news out today re converts.

  7. dm_4 is offline
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    12-04-2014, 11:50 AM #107
    Is this the beginning of a .25 drop before another round of buybacks begins?

  8. dm_4 is offline
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    12-04-2014, 08:30 PM #108
    Sirius XM Refunding Customers Who Were Automatically Renewed

    http://finance.yahoo.com/news/sirius...215505982.html

    "In addition, we agreed to make a payment of approximately $4 million to the States that has no material financial effect on the Company."
    Last edited by dm_4; 12-04-2014 at 08:33 PM.

  9. midas360 is offline
    12-04-2014, 09:51 PM #109
    @muscle... did you see this article from yesterday?

    http://www.theregister.co.uk/2014/12..._on_the_table/
    I WIN. GAME OVER. CHECK MATE. I CONTROL YOUR EVERY MOVE. WATCH WHAT HAPPENS NEXT

  10. MUSCLE13 is offline
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    12-04-2014, 10:45 PM #110
    Quote Originally Posted by midas360 View Post
    @muscle... did you see this article from yesterday?

    http://www.theregister.co.uk/2014/12..._on_the_table/
    Yes I posted the shotclock restart on the mergers on Raging Bull yesterday. Should have a FCC net neutrality decision by March/April as well.

    My 4 favorites are Comcast, Sirius, Time Warner Cable, and Charter. Also like Disney, CBS and Live Nation. Don't like the Sat TV stocks nor do I like the telcos. I see growth for years ahead in sat radio and cable broadband. And I always believe in content. Love that Jessica has Comcast and Disney on the Merrill US1 list. Am also a huge believer in index funds. Been in them for longer than media - 25+ years. Think John Bogle is a genius investor.

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