SIRI Monthy Thread January, 2015!!

[dm_4]

Nice call. Congrats!

thanks...unfortunately gambling money has no home. Still covering early in the 4th...but looks like it may slip away.

slipped!


Now we see if Cam got heart or not plain n simple.

just when he starts showing heart he throws a pick 6 lol...gotta love this bs.

lost this one by a point (spread)...no biggie. Gotta say tho...Seattle didn't show sb type stuff with this win..but bottom line...they got the win and move on. More great games tomorrow!

[KnowitALL]

thanks...unfortunately gambling money has no home. Still covering early in the 4th...but looks like it may slip away.

slipped!


Now we see if Cam got heart or not plain n simple.

just when he starts showing heart he throws a pick 6 lol...gotta love this bs.

lost this one by a point (spread)...no biggie. Gotta say tho...Seattle didn't show sb type stuff with this win..but bottom line...they got the win and move on. More great games tomorrow!

Best part of the Pats/Ravens game is that now we have Sunday to read about another one the Harbaugh brothers whining about getting out-coached.
Seriously, can you imagine what it was like growing up in that house?
"MOMMMMMM! Jim's CHEATING again!"
"NO I'M NOT!!!!"
"YES YOU ARE!!! THAT's a twick play! It's not fair!!!!"
"It's legal!...DADDDD! Tell John that you can TOO switch the the Rook and the King!"
"Sure you can....if you CHEAT!!!!"
"It's called "Castling" genius. Go read the rule book"
"MOMMMMMMMMM!!!!!!!"

[dm_4]

Best part of the Pats/Ravens game is that now we have Sunday to read about another one the Harbaugh brothers whining about getting out-coached.
Seriously, can you imagine what it was like growing up in that house?
"MOMMMMMM! Jim's CHEATING again!"
"NO I'M NOT!!!!"
"YES YOU ARE!!! THAT's a twick play! It's not fair!!!!"
"It's legal!...DADDDD! Tell John that you can TOO switch the the Rook and the King!"
"Sure you can....if you CHEAT!!!!"
"It's called "Castling" genius. Go read the rule book"
"MOMMMMMMMMM!!!!!!!"

lol...no doubt.

[dm_4]

Ok...my action for the day is in...didn't bet much on these two games.

GB giving 5.5 (sorry denco, still would love to see a Dall v Pats sb. Good luck today.)

DN giving 7


Went with the two cold weather playing, home favs.

[denco1]

Thanks DM!....and congrats on the win. What a game!

Should be fun today. If the Boys can run effectively they will have a good shot....a little pass rush would be nice too.

[MUSCLE13]

I'm using SIRI's numbers for now - I know they are low-balled but I like to be more conservative in my PPS estimates. And this is a year-end estimate, not what the actual EV should be. I'll do that once I see 2014 YTD numbers.


The company also issued 2015 guidance for net subscriber additions, revenue, adjusted EBITDA, and free cash flow:



· Net subscriber additions of approximately 1.2 million,

· Revenue of approximately $4.4 billion,

· Adjusted EBITDA of approximately $1.6 billion, and

· Free cash flow of approximately $1.25 billion.

Just as a comparison Steiny, Tinker's 2015 FCF number is $1.44 billion -

Management is guiding to $1.25 billion in free cash flow, implying growth of 11% year-over-year or about $190 million below our current forecast of $1.44 billion (up 13.4% year-over-year).

http://online.barrons.com/articles/s...015-1420738069

And Jessica's FCF number is also higher at $1.32 billion. She just increased it last week. So I think you are underestimating. And I think Meyer is too. You know the old ballgame. Underpromise, overdeliver. What did I say about the 4th quarter and the mistake Meyer made in 2013.....Didn't happen again, did it?

[MUSCLE13]

Also just as I predicted Steiny, net sub additions are beginning to accelerate again.

4th quarter 2013 - NEW YORK, Jan. 7, 2014 /PRNewswire/ -- SiriusXM today announced that it ended 2013 with 25.56 million subscribers, reporting 1.66 million net subscriber additions in the year, exceeding the company's recently raised guidance of 1.6 million net additions.

http://investor.siriusxm.com/release...leaseID=817666

4th quarter 2014- NEW YORK, Jan. 7, 2015 /PRNewswire/ -- SiriusXM today announced that it ended 2014 with 27.3 million subscribers, reporting 1.75 million net subscriber additions in the year, exceeding the company's increased guidance of 1.5 million net additions.

http://investor.siriusxm.com/release...leaseID=890000

Nobody seems to be talking about this but my bet in the next few years they get the net sub additions over 2 million per year. Used cars eventually pass new car additions.

[dm_4]

What a call to lose on Denco.....crazy shit!!

You guys had them on the ropes the whole game.


Going up after a ball, catching it and then stretching forward is not considered a football move/act?? say whaaaaaaaaaaaaaaaaaaaaaat??

[JR999]

Huge Packer's fan here and I thought it was a good catch as well. It was an excellent game overall with both teams making huge plays throughout. Who knows what would have happened in the closing minutes had Dallas scored. I'm happy but certainly can understand Cowboys fans being unhappy.

What a call to lose on Denco.....crazy shit!!

You guys had them on the ropes the whole game.


Going up after a ball, catching it and then stretching forward is not considered a football move/act?? say whaaaaaaaaaaaaaaaaaaaaaat??

[dm_4]

Huge Packer's fan here and I thought it was a good catch as well. It was an excellent game overall with both teams making huge plays throughout. Who knows what would have happened in the closing minutes had Dallas scored. I'm happy but certainly can understand Cowboys fans being unhappy.

yeah good game....two tuff quarterbacks. Congrats.