Siri Monthly Tread. September

[MUSCLE13]

Comcast looking overseas for growth

Excerpts -

HONG KONG— Goldman Sachs Group Inc. and the other owners of Universal Studios Japan, are in talks to sell a stake in the theme park to Comcast Corp. ’s NBCUniversal, people familiar with the deal said, in a deal that could value the Japanese company at US$6 billion.

Comcast, the largest U.S. cable operator and owner of cable channels including USA, Bravo and E!, is seeking to buy a majority stake in the theme park’s holding company USJ Co., one of the people said. USJ, whose other shareholders include Asian private-equity firms MBK and PAG, had initially been looking to list on the Tokyo Stock Exchange this month but has now pushed IPO plans to next year as talks with Comcast take place, one of the people said.

Buying into the Japanese theme park will help NBCUniversal play catch up with rival media giants such as 21st Century Fox, Time Warner Inc., and Discovery Communications Inc., who have been more aggressive in international markets.

21st Century Fox and Wall Street Journal-owner News Corp were part of the same company until 2013. NBCUniversal declined to comment.

NBCUniversal has license agreements with Universal Studios Japan in Osaka and is also the owner of Universal Studios Hollywood and Universal Orlando Resort, according to its website.

Comcast has made no secret of its interest in international deals. Speaking at an investor conference last week, NBCUniversal Chief Executive Steve Burke said the company views international growth as a “huge opportunity.” He said only about 20% of NBCU’s revenue come from international businesses, which is “much lower” than that of some other big U.S. media companies.

http://www.wsj.com/articles/universa...ake-1442332978

[dm_4]

3.86 new high of day.

[midas360]

This was my question back in August and that's the response I got from you but I think you are finally coming around to WTF IS GOING ON HERE?? I am the same way. I don't care how you look at it, it doesn't make sense to me either. Stock should be up.

Yep we may very well be. With all the video content companies now being valued on eps by Merrill because of the torrent of stock buybacks, can radio and cable be far behind? Who buys back more stock than Sirius? And Sirius actually has substantial growing eps to look at now as opposed to just a few years ago. FCF is obviously preferred, but eps is coming back into vogue for media on Wall Street. Stock buybacks make a difference.

[midas360]

Brandon is at it again. Not only is he hitting up his "investors" for more money, he has posted a plea on his website. Please do not give this guy any money. You will not get it back. He is a grifter. I love how he makes his problems everyone's problem and if they do not come thru, they are to blame, not him. Again, please do not give him any more of your hard earned money.

"Ladies & Gentlemen
It is with extremely deep regret, that I have to make this announcement. As you may or may not know, a rather ominous obstacle has been placed in our path. The obstacle can be removed for a little more than 2000.00 At the current rate, given the availability of funds that will be available by Monday, September 21, 2015, which is our deadline, we are not going to make it. The fundraiser is now 4 days old, and we are averaging just 150.00 per day. We need to acheive our goal by Sunday at the latest. The reality is that we must reach our goal by Friday. The projected total amount that will be raised, is currently 950.00 by Friday. I am doing everything I can in cyberspace and in life. I'm hitting brick walls. If we fail to raise the necessary funds, this website will be forced to shut down. We are in desperate need of support at this time. It is an emergency situation now. You get to decide our fate. I am now begging for the chance to continue this effort."

[MUSCLE13]

This was my question back in August and that's the response I got from you but I think you are finally coming around to WTF IS GOING ON HERE?? I am the same way. I don't care how you look at it, it doesn't make sense to me either. Stock should be up.

Sirius has never been valued on the street by eps. Always EV/EBITDA or FCF per share. I am saying as time goes on and the avalanche of stock buybacks from all the media companies continue EPS will eventually become a factor for Sirius along with every other media company. It only makes sense. Your eps is going to look much more favorable as share counts reduce. It has already happened for Disney, CBS, Time Warner and Fox. Four content companies I invest in and Merrill has transitioned all of them to eps valuations over the last few years. All are buying back stock like crazy.

[midas360]

I understand. It would be kind of fun to chat with you aside from the forum. I have some ideas on what I think is going on with Sirius XM but I'm afraid you will beat me silly for posting it because you won't agree with me. It does have to do with the "perceived" competition.

Sirius has never been valued on the street by eps. Always EV/EBITDA or FCF per share. I am saying as time goes on and the avalanche of stock buybacks from all the media companies continue EPS will eventually become a factor for Sirius along with every other media company. It only makes sense. Your eps is going to look much more favorable as share counts reduce. It has already happened for Disney, CBS, Time Warner and Fox. Four content companies I invest in and Merrill has transitioned all of them to eps valuations over the last few years. All are buying back stock like crazy.

[midas360]

Hey dolphins! Join in the conversation if you want. Good to see you here!

[dm_4]

Sirius has never been valued on the street by eps. Always EV/EBITDA or FCF per share. I am saying as time goes on and the avalanche of stock buybacks from all the media companies continue EPS will eventually become a factor for Sirius along with every other media company. It only makes sense. Your eps is going to look much more favorable as share counts reduce. It has already happened for Disney, CBS, Time Warner and Fox. Four content companies I invest in and Merrill has transitioned all of them to eps valuations over the last few years. All are buying back stock like crazy.

I understand. It would be kind of fun to chat with you aside from the forum. I have some ideas on what I think is going on with Sirius XM but I'm afraid you will beat me silly for posting it because you won't agree with me. It does have to do with the "perceived" competition.

I understand. It would be kind of fun to chat with you aside from the forum.

Not too creepy midas

[MUSCLE13]

I understand. It would be kind of fun to chat with you aside from the forum. I have some ideas on what I think is going on with Sirius XM but I'm afraid you will beat me silly for posting it because you won't agree with me. It does have to do with the "perceived" competition.

I absolutely agree there is a perceived competition problem and I believe it has a lot to do with Apple. After all ever since Mel left about 3 years ago I have heard nothing but internet radio in the car and Apple is going to compete with Pandora Spotify and all the others. Satellite is the "interim technology" before internet hits the car.

Well guess what, Apple music is out now and anybody with a smartphone can listen to internet streaming in their car with bluetooth tech. And this is the first quarter that Sirius will be competing with the new Apple Music. And I believe my theory will prove correct - that streaming music is nothing more than an iTunes/CD player/Tape deck replacement in the car and NOT a replacement for radio. Numbers should prove my theory.

I don't see this playing out any differently than when all the bloggers thought Pandora was a world beater until the last few years when all the bloggers found out that Pandora doesn't make money. It was basically a misperception that the street woke up to as you can see by Pandora's rise and fall in the market since their IPO.

In my opinion Sirius sub additions will accelerate not decelerate against the perceived Apple/internet competition in the car. If I am correct my $5-$6 target should be reached quite easily in 2016 -2017.

[midas360]

Right and I agree. I almost sense that the market looks at Sirius XM as "temporary solution" until Apple or Google figures out the next big thing. I am not disputing that Sirius XM isn't doing well because they are. They are constantly proving the naysayers wrong. I don't view Apple Car Play as a competitor. It's just another platform where companies can develop and install their apps for the consumer to use. Sirius XM kind of reminds me of cable television where you are at the mercy of the provider. They decide what channel the song or show will be played on and at what time. I don't think the younger generation likes or wants it like that. They want to be able to say "I want to watch Season X Episode Y or Band Afroman Song "Before I Got High" and it plays or streams it. No need to record or store anything because every and all content will be on demand on any device, any time. Don't get mad... just think about it with me.

I see musicians taking more and more control of their music content and distributing it themselves on however many platforms they want.

p.s. I know cable and telcos provide a "Pay-Tv" and "streaming service" for the younger generation. What I find interesting is I can pay for U-Verse and create all these sub-accounts for my daughter and whoever and allow them to stream my subscription live at no extra cost.

I absolutely agree there is a perceived competition problem and I believe it has a lot to do with Apple. After all ever since Mel left about 3 years ago I have heard nothing but internet radio in the car and Apple is going to compete with Pandora Spotify and all the others. Satellite is the "interim technology" before internet hits the car.

Well guess what, Apple music is out now and anybody with a smartphone can listen to internet streaming in their car with bluetooth tech. And this is the first quarter that Sirius will be competing with the new Apple Music. And I believe my theory will prove correct - that streaming music is nothing more than an iTunes/CD player/Tape deck replacement in the car and NOT a replacement for radio. Numbers should prove my theory.

I don't see this playing out any differently than when all the bloggers thought Pandora was a world beater until the last few years when all the bloggers found out that Pandora doesn't make money. It was basically a misperception that the street woke up to as you can see by Pandora's rise and fall in the market since their IPO.

In my opinion Sirius sub additions will accelerate not decelerate against the perceived Apple/internet competition in the car. If I am correct my $5-$6 target should be reached quite easily in 2016 -2017.