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  • Sirius XM CEO Mel Karmazin Dismisses Rumors of Job Offer [View article]
    video link here:

    satwaves.com/blog/2009.../
    Nov 17 10:45 am |Rating: +4 0 |Link to Comment
  • Janco Partners Believes Sirius XM Is Now a Cash Flow Growth Story [View article]
    I just wrote 2 articles last week on Tuna, Tunas new report, and provided live coverage as well...on satwaves...seeking alpha picks up what they want...I have no control over that.
    Nov 13 21:52 pm |Rating: +3 -1 |Link to Comment
  • Janco Partners Believes Sirius XM Is Now a Cash Flow Growth Story [View article]
    <img class="authors_reply" src="static.seekingalpha.co...">

    Pell....you can listen to it at your leisure...its available for replay...

    www.blogtalkradio.com/....

    show number 14

    its also available on iTunes
    Nov 12 10:05 am |Rating: +3 0 |Link to Comment
  • The Importance of Positive EBITDA to Sirius XM Shareholders  [View article]
    we are boycotting advertisers of thestreet.com.

    We have already sent out dozens of letters to Etrade, TD Bank, UPS, Merrill Lynch, Scottrade.

    Feel free to let these companies know that you will not do business with them if they continue to sponsor thestreet.com
    Nov 10 14:06 pm |Rating: +8 0 |Link to Comment
  • Positive Cash Flow Signals New Era for Sirius XM [View article]
    People wanted to know how my estimates stacked up against the company's actual results.

    Here you go:

    Total Revenue: 624,700,000 Est Vs 618,656,000 Actual

    Total Op Expenses: 547,550,000 Est Vs. 552,301,000 Actual

    Income (loss) from operations: 77,150,000 Est Vs. 66,355,000 Actual

    Total Other Expense: (165,889,000) Est Vs. (214,430,000) Actual

    Net Loss: (89,939,000) Est Vs (149,190,000) Actual

    EBITDA 155,150,000 Est Vs 138,455,000 Actual

    Subscriber Adds 132,285 Est Vs 102,295 Actual
    Nov 07 23:04 pm |Rating: +3 -2 |Link to Comment
  • Positive Cash Flow Signals New Era for Sirius XM [View article]
    I had estimated 624.7. M. Not bad if I do say so myself.


    On Nov 06 02:54 PM relmar2003 wrote:

    > Brandon you deserve praise when you get it right. Good article,
    > and keep the facts coming. Yes, I also agree it was a very good
    > quarter. My revenue estimate was 613,and they clocked in at 618,
    > very nice. I was a bit low on their costs, and charges, but overall
    > a great quarter, and much better than all analysts were expecting.
    Nov 06 15:21 pm |Rating: +5 -1 |Link to Comment
  • Wall Street Takes a 'Wait and See' Attitude Towards Sirius XM  [View article]
    Here are the facts :

    www.satwaves.com/forum...
    Nov 03 12:09 pm |Rating: +5 -2 |Link to Comment
  • Wall Street Takes a 'Wait and See' Attitude Towards Sirius XM  [View article]
    Johnny, you are absolutely 100% wrong.
    Nov 03 12:08 pm |Rating: +5 -2 |Link to Comment
  • Wall Street Takes a 'Wait and See' Attitude Towards Sirius XM  [View article]
    Wrong Johhny. They have about 80 million coming due in less than 30 days.

    There are 4 ways to handle it.

    1. Default - Not an option
    2. Equity offering - Won't happen
    3. Refinance it and push the debt out longer...at what terms? Better or worse?
    4. Pay it off in cash.

    Clearly they will pay it off with cash on hand. Unfortunately, the company has not been clear on this or their plan to retire the debt.

    Unforunately, confusion on the street exists because according to Sirius XM's last 10Q report, they owe about 260 million. If you read the fine print, you will find that the company has since reduced a 227 million dollar obligation to about 50 million.

    as usual...another poorly researched comment...I expect more from you.

    On Nov 03 08:04 AM johnnyirishXM wrote:

    > as usual another BM poorly researched article on SXM,all debt except
    > 33mil convertable bond and 1.7 mil bond has been paid for in July
    > 2009 per 2Q report,proceeds from bond refi and cash on hand paid
    > off 180 mil of bond...SXM stated this in the 10K from 2Q...
    > A little duer diligence goes a long way doesn't it...
    >
    > JohnnyirishXM
    Nov 03 09:35 am |Rating: +8 -4 |Link to Comment
  • 5 Reasons to Sell TheStreet.com  [View article]
    Bought a bottle of champagne and will pop that cork when they file for bankruptcy. I will no doubt be popping it in the not too distant future.
    Oct 26 23:05 pm |Rating: +3 -2 |Link to Comment
  • Sirius Earnings Preview: The Worst Is Over [View article]
    Jeffrey...
    The 250 loan was discounted to 123. The company wrote the 122 discount down last quarter. This quarter they repaid 250, and now have to re-account for the difference.
    Oct 21 13:41 pm |Rating: +4 -3 |Link to Comment
  • Sirius XM Radio Attacked Unfairly by Media  [View article]
    Sirius XM are available worldwide on the internet feed.
    Oct 10 04:04 am |Rating: +1 0 |Link to Comment
  • Sirius XM Radio Attacked Unfairly by Media  [View article]
    With 2.4 BILLION in annual revenues, no debt is a concern until 2013.

    Fact.
    Oct 09 11:54 am |Rating: +3 0 |Link to Comment
  • Sirius XM Radio Attacked Unfairly by Media  [View article]
    The poll can be found here....

    www.satwaves.com/forum...
    Oct 09 07:20 am |Rating: +3 0 |Link to Comment
  • XM SkyDock Pairs iPods and iPhones with In-Car Service [View article]
    Satwaves reports that the Satellite Radio Superstore is now accepting preorders on the skydock
    Oct 06 14:46 pm |Rating: +4 0 |Link to Comment
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