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Roxieanne
29 Comments
Analysts on Sirius: Merrill, Goldman See Gloom, Barclays Sees Upside
We gave time that no one could afford to pay us as advocates for the merger-----doing research on the nefarious characters working to stop the merger.
Everyone here knows the 2 year story.
It is reprehensible and perhaps even criminal what Goldman and Wienkes did to this company.
Now they come out with recommendations to allow them to do what ever it is they will do with Sirius now a penny stock.
Pox on their houses.
Sirius XM Radio May Be Considering Reverse Split? So What
I don't buy the argument that a reverse split will make it more attractive--------just look at the daily volume---in the millions everyday.
Agree with Radio 101, increase the price via a reverse split and the hedge funds and short sellers will attack at the earliest possible moment.
Give us protection against the shorts and naked short sellers and sure I would go for a reverse split-----but not without protection from these vultures.
Sirius, XM Complete Merger; Investors Still Blue
The merger is done----hallelujah---n... lets see what Mel and others have in mind. Think the company needs breathing room------just think if anyone here had been dealing with this merger for 18 months at the corporate level-----kind of like the lull after the storm.
XMSR stock was exchanged today for SIRI
Long Siri
Sirius/XM: A True Merger Of Equals
Too bad that this debt could not have been eliminated another way before the merger. However, that's the way it is.
Looking forward to the new ticker symbol-----anyone know for a fact what it will be?
FCC Commissioner Adelstein Puts Forth Radio Merger Offer
I did garble that name----what's his name? lol
Okay so it is Adelstein: With name corrected, I repeat.
"Adelstein's proposals are unacceptable. He's coming in with a worse proposal than Georgetown Partners wanted in the fall of 2007.
This is politics. Adelstein is kiting the percentage of the spectrum, to 25% of the spectrum likely hoping that Siri/XM will go for the 20% that Georgetown wants.
He wants to fix the prices for 6 years. This is foolish. The economy has cycles just as businesses have cycles.
This is a business decision that belongs to the merged companies not to the FCC.
Adelstein is overstepping his bounds-----its rather simple either vote for the merger or vote no. The DOJ has said not a monopoly.
Siri and XM should not fall for this gambit."
Sirius and XMSR's Six Year Prison Sentence
First, if you read my other posts you will see thIat I consider the demand by Georgetown Partners and now Edelstein as a shakedown by the good ole boys.
They didn't create this state of the art satellite system, but now want to stipulate the conditions under which it can operate and abscond with a portion of the company in the name of public interest and diversity.
This is nonsense.
What is in the public interest? The public interest is getting this merger approved without the conditions being demanded by Edelstein and others..
If Tate is as smart as I believe, she is not going to vote no on the merger that will give us, America, this premier system.
I would encourage Commissioner Tate to approve the merger and let the shakedown artist stew.
FCC Commissioner Adelstein Puts Forth Radio Merger Offer
This is politics. Edelman is kiting the percentage of the spectrum, to 25% of the spectrum likely hoping that Siri/XM will go for the 20% that Georgetown wants.
He wants to fix the prices for 6 years. This is foolish. The economy has cycles just as businesses have cycles.
This is a business decision that belongs to the merged companies not to the FCC.
Edelman is overstepping his bounds-----its rather simple either vote for the merger or vote no. The DOJ has said not a monopoly.
Siri and XM should not fall for this gambit.
Georgetown Partners' Latest Radio Proposal Raises Many Questions
Tyler, have you ever consider sending a link to Seeking Alpha to the FCC----I am not convinced they even begin to understand what the real people who are investors and subscribers to Siri/Xm think about this merger.
20,000,000 subscribers to XM and Siri combined---impressive.
Georgetown Partners' Latest Radio Proposal Raises Many Questions
This has imo been a shakedown of Siri and XM , their customers and stockholders ---- In this shakedown, there are no physical weapons, they just use the government and courts---it's like an ongoing filibuster in Congress with no end in sight.
It's like the child who cries and cries until you acquiesce and give them what they demand.
Do a little corporate research into similar shake downs---Toyota being one of the more notable.
The FCC needs to tell Georgetown and their buddies to take a walk.
Goldman's Sirius Call: Solid Thesis, Poor Timing
May I suggest a little humility.
A little humility goes a long way----
Quite frankly,
Sirius-XM Combination: A Future Microsoft Acquisition?
Everytime that a question of who should buy whom comes up-----three or four names pop up---i.e. Microsoft and Google being two.
Assuming the merger happens SIRI/XM should expand their own markets------Siri already services Canada and soon Puerto Rico with merger approvala----why not become the commercial Voice of America -----its Sirius with all of the programs it currently has.
Name identification is high, programming good, satellites in the sky-----nothing wrong with some partnerships here and there but a takeover by one of the well knowns such as Microsoft or Google would destroy it' s uniqueness.
Sirius Satellite Radio is Seriously Undervalued
Numbers can lie and are often used to create lies by analysts--------number... are suppositions and opinions. Expected earnings get raised and lowered on a whim-----its all a game and one that few investors win------what seems today is not tomorrow.
"If the upside is so far above $3 per share, as you claim in your piece, then please quantify your statement. Rhetoric is cheap, but numbers drive value. Let's hear a dollar figure. Where is the ceiling? Tell us how you arrive at it-----"
Siri/Xm are in a period when some of the paid analysts are against them-------perhaps paid anlayst Mr. Winkie of Goldman will have a new vision next week-----will Mr. Winkie give the signal to rally or will Mr. Winkie say sell. Stay tuned.
Where’s the Bottom for Satellite Radio Stocks?
Instead this board is like a wake---thanks to the following and others not named:
1. Goldman Sacs and Winkie
2.. Georgetown Partners and Mr. Jackson
3. NAB
4. Other lobbying groups against the merger
5. Congressman who delayed the process with opinions that belong to the FCC to make and not to Congress as it is only the DOJ and FCC that have a vote on the merger
6. Hedge funds and short sellers
7. An FCC that did not take a firm stand from day one by establisihing a deadline for making a final decision and staying with it.
Just as when Rome burned Nero fiddled---- the FCC bowed to all of the naysayers and oh so politically correct factions as the stock collapsed.
FWIW forget the chat boards; demand quarterly and annual reports from the companies you invest in and not on the internet and do your own analysis whether it be technical or fundmental.
Roxieanne
Cowen Slams Goldman on Radio Stocks Analysis
Siri stock could be 10 cents and the number of shares given to XM holders would still be 4.6 Siri shares for 1 XM share. (Note, I am not saying it is going to 10cents.)
The value of the stock both before the merger and after the merger is determined by the merger.
This was pointed out by COS 1000 in a previous message.
From Cos 1000
The number of shares to be exchanged is fixed.
XM holders get 4.6 shares of the new company---SIRI.
"As Cos 1000 wrote
GABES....for every share of XM stock, Sirius will pay 4.6 shares of SIRI stock. It's a 100% stock transaction. Mel Karmazin can't defend the stock fully until the FCC removes the licensing road blocks. That's why the companies stopped giving guidance. All guidance would be as stand alone companies, as they are now. Any defense of post merger operations and profitability would be foolish at this time."
What I don't understand is how the merger company will value the new stock---is there an SEC document on this valuation? Is the new valuation tied to price at the time of the merger or is the new valuation simply a parvalue such as $.01.
That doesn't matter---------hower&q...
Investing in miRNA: Beware the Hype, Follow the Money
Your information is interesting.