mlongj

Sirius XM: Not Completely Out of the Woods Yet

The final ingredient is the advertising campaign! After November 15th, interest will increase dramatically. This could be very big for Sirius right before the holidays when the majority of shoppers are looking for that "one of a kind" gift to give. In the time between announcing the merger and completing the process, there was no extra revenue for any advertising. This has now changed, and for the many investors who have often wondered why no advertising during this period will "see" a major momentum switch on this stock shortly! After all, if a company can not afford to advertise it is only a matter of time before this same company goes belly up. Sirius is now going to produce some interest and recognition in their brand, which is very exciting. Let's just see where the price per share is at the end of this month. I would anticipate the analysts who have suggested over a dollar will be vindicated (ie Barringtons and Tuna).

Advertising is the final ingredient and it will be added Nov 15th.

Keep the faith!

Long SiriusXM


On Nov 06 01:58 PM Spiderman4 wrote:

> I am a little worried here, with the great news reported, why hasn't
> the stock even jumped up a little, why is it in fact down . I am
> also holding until February 4th quarter earnings, but if the stock
> doesn't jump then, I think we have to worry if they cannot get an
> extenstion from the SEC to avoid a Reverse Split. I love this stock,
> but if they announce a Reverse Split, It is definitely time to sell
> and maybe buy back later when they drop after the spilt. I have been
> burned TOO many times, sorry

Positive Cash Flow Signals New Era for Sirius XM

Positive cash flow signifies many things. First and foremost is the future ability to tackle the billions in debt owed. Secondly, is the ability to advertise on a national scale. Sirius is going to be able to do both soon. Mel stated the advertising campaign will be the biggest in SatRad history and kicks off on November 15. Personally, I can't wait to see these ads, right before Christmas. It is really brilliant what Mel has achieved in the past 18 months. A miracle, if you really examine the facts, has been accomplished. The SP will go up from here along with periods of consolidation, but up nonetheless. The advertising will bring on more subs which in turn will make the debt issues begin to disappear in the future. This seems to be the biggest question mark for investors. Namely, can Sirius get in a position to not only make a profit but also pay back the debt owed after 2011. It certainly seems likely if the company is able to continue increasing subs and decreasing costs. In February neither of these seemed feasible, but today is a different day indeed! The advertising campaign, according to Mel could not be affected until the debt issues and the merger were complete. This was due simply to the fact the company had no extra money. Now that the FCF has become a reality, the sky is the limit. Everyone knows the power of advertising and with the backing of Direct TV along with the numerous connections Mel has in the entertainment community, one can feel assured that these ads will be "First Class" when they hit the air on November 15! This is only possible because Sirius has turned the corner on many negative issues which has plagued it in the past 18 months. If Sirius can increase subs to over 20 million (a question of when and not if really), due to increased advertising, it is easy to see where the money for paying the debts will come from. All of this amounts to one of the most remarkable recoveries in the history of business, and for those who have "hung in there" through it all are on the verge of being made whole again. It is an exciting time for Sirius!

Long SiriusXM

Blackberry Finally Gets Sirius

Jerrod,

Although you make some valid points in your post, the use of the word "liar" is a bit extreme. There are agreements "partnerships" in place between Sirius and many other companies including Apple. Otherwise there would be no application for the iPhone. It just can not get done without both sides coming to the table and agreeing to go forward. IF there were no partnership, there would be no products with both companies names associated. So, liar is a bit far fetched. Brandon allows both sides of the issue to express their feelings, and in doing so illuminates the various concerns surrounding the company. Brandon does a great service to those investors in SIRI, despite being rather bullish on most articles. His bullishness does attract those like Siri Doom to comment in the opposite direction which allows us all to profit from the information. In my opinion, those that post the same thing over and over "protest too much" as Shakespeare most eloquently stated. Nevertheless, for those that can "read between the lines" it is a wonderful outlet to glean valuable information about the company. Brandon is tireless in keeping us informed, and Siri Doom is tireless in his warnings concerning the stock. Both have value, but only if the information is checked. Hope and fear is Brandon and Siridoom in a nutshell. I generally have found Brandon to be more accurate in his information than SiriDoom as I do the homework necessary to navigate this stock and make money. However, there have been times when Doom has called it correctly on the SP movements. I think the truth is somewhere in the middle which is a positive in my opinion because if even half of what both put out is true it seems to add up to a better future for the company going forward. The days of uncertainty are passing for the company and it will be around in some form or fashion long after you and I are gone. In the meantime, use these boards to create the "pros and cons" list necessary to make an informed decision---nothing more...nothing less. Those that decide to use the word "liar" so blatantly lose credibility the moment the word hits the board. There are other, more civilized ways to question a comment or an article on any issue. Most of the points you make concerning Brandon being a liar are questionable at best, and I am sure Brandon does not intentionally post deceptive articles...just more hopeful ones to compete with the avalanche of negative articles on the other side.

Thanks for the opportunity!

Long SiriusXM

Sirius Earnings Preview: The Worst Is Over

Certainly the 3Q will be an impressive show of improvement for a company that was at the door of BK in February. The debt which has been the biggest issue is pushed back and will give the company a couple of years to realize the opportunities for growth going forward. There are strategic partnerships that have been established between Sirius and other companies (ie: Audiovox, Apple, Liberty etc) which will show a positive return over time. So, there are many more plusses than minuses at this time. No matter what the results of the call are, the bottom line is the company is much better positioned today than it has been since the merger. Unfortunately, the majority of shareholders are in this for a quick profit on a day to day basis. Without any good news that has some substance the SP will continue to languish. However, as we get nearer to the actuality of what has transpired in 3Q the SP will go upward...to what level I am not sure...but it will increase from .6 for sure. Emotion seems to be what is driving the price per share at this point as the health of the fundamentals can still be questioned and are on a daily basis. However, Mel has proven himself to be one that "under promises and then over delivers"; so, I would anticipate this is the time for the "over delivers" at this 3Q. There has been plenty of time to solve many of the problems facing SIRI and the upcoming call will reveal all the hard work that has been done in the past 6 months. If this is not the case, the bashers may have some legitimate concerns about the RS. Of course, everyone must do their own research and choose accordingly; but the reality is that this company will be in existence long after all of us are dead and gone.

Long SiriusXM

Celsius Holdings Seeing Increased Distribution Demand

Scott in Atlanta

I completely agree! The product does have an effect after consuming. I can actually feel the metabolism increase. I love the product and feel this is a once in a lifetime opportunity. In regards to your previous comment about the "clearance" price, I have noticed a similar situation in a GNC store I recently visited. The clerk explained that it was due to shelf life and not that they were discontinuing the product. In the interview, CEO Haley, explained that it is important to improve the placement of Celsius on the shelves, but also mentioned that you have to get on the shelves first. He realizes that this causes the product to sit longer on the shelves than it should be, but these instances are being examined and addressed.

I can see this product being a wonderful supplement for weight loss. As you state, "seemed to work as advertised" is what needs to become the thought consumers have when choosing a drink to go with workouts, weightloss, office jobs etc. Regardless of the activity, the product works to burn calories, build muscle and burn fat. It is revolutionary and supported by the scientific community!

Heed the advice of VCF on this one. In a couple of quarters, it is going to be mainstream!

Long CSUH


On Oct 14 09:41 AM ScottinAtlanta wrote:

> Hi mlongj,
>
> Thanks for the response. I actually bought some Celsius yesterday
> and tried it. I drank 1 can (cola flavor) and actually felt real
> good afterwards. No side effects at all. I've tried other products
> that made me sick (i.e. 5 hour energy drink). This one really seemed
> to work as advertised! Let's hope other folks try it and get the
> word out.
>
> ScottinAtlanta

Celsius Announces Supervalu Distribution, Receives Buy Rating from Thalmann

VCF

The statement issued by Ladenburg Thalmann was very much the same as Steve Haley stated in his interview. The point regarding the ramping up of advertising beyond the recent television campaign was one of the contengencies listed for the rating of Buy. It is also something that Steve emphasized in his interview. In a couple of more quarters this stock has a huge upside potential. Thanks for your diligent efforts to keep us informed.

I do have a question for you regarding SIRI. Do you still see a double from the current SP level? You made it clear this was your expectation going forward on Sirius, but lately the articles have been so negative. I have to wonder about the 1.00 mark by March. Perhaps you could present another article on Sirius and let us know what you think considering the recent pull back in the stock.

Anyway, thanks for all you do!

Long CSUH, SIRI

Celsius Holdings Seeing Increased Distribution Demand

ScottinAtlanta

This would concern me except for the major advertising campaign that is on right now! The supplies in stores right now are approaching the expiration date and have to move at a discount. This happens for all food items in establishments that sell parishable items. Sometimes its the meat, milk, eggs etc. So, I would not read too much into this going forward. Steve Haley will get the distribution and advertising on the same page soon, but as he stated in his interview a few days ago, the distribution had to come first...then marketing. The only people that know about the product in my area are the ones I tell about it. I have not met anyone that even knows it exists. Of course, this is in the process of changing. And check this coverage that was just initiated today.

9:04AM Celsius Holdings initiated with a Buy at Ladenburg; tgt $0.90 (CSUH) 0.45 : Ladenburg initiates CSUH with a Buy and sets a tgt of $0.90. The firm expects CSUH to experience significant revenue growth as it benefits from its product positioning, retail expansion, recent distribution and marketing deals, new product launches, and greater consumer awareness from television advertising. While the gross margin should improve due to greater scale economies, the firm believes that selling and marketing expenses should increase significantly to support advertising plans and sponsorship deals. Despite recent financing to support marketing the firm believes that the company will require additional funds to sustain its growth. Although speculative, the firm believes that an investment in CSUH may be rewarding if the company effectively executes its expansion and generates further demand.

I think they are going to be great and I would also anticipate much of the product in certain markets has been sitting for a while. This will change going forward in my humble opinion.

thanks for the research!


On Oct 13 02:17 PM ScottinAtlanta wrote:

> Hi VFC,
>
> I like what I read about Celsius...Reviewed their website and commercials...next
> step was for me to try the product. From their website I found that
> the only place close to me that I can purchase was Kroger. So I went
> to my local Kroger (very large national supermarket) here in Atlanta
> and found the shelves stocked full of 4 flavors of Celsius. Everything
> looked great until I saw the sign/price....The Clearance sign ("Clear
> Out Price "was up ($4.19 per 4 pack)...meaning they will no longer
> be carrying the product. That not a good sign for this stock ...
> if you have any connections at the company I would ask them about
> this. Nothing like hands on research about a stock! Just thought
> you should know this. Thanks for all your other stock recommendations..
>
>
> Scott in Atlanta

Celsius Holdings Seeing Increased Distribution Demand

Market Player

Thanks for the link. What an interesting piece of information. It is fascinating that Coke has already made a failed attempt at bringing a similar product to market. Perhaps this is why Celsius continues to demonstrate, through testing, the validity of the claims made regarding the "calorie burning" effect of the product. If the claims were not true, this product would most likely go the way of Enviga. This is also a postive as the bigger players have seen the opportunity in this type of beverage. Very encouraging indeed!

Long CSUH


On Oct 12 06:56 PM Market Player wrote:

> NIce work on Celsius. Did you happen to see the way others refer
> to Celsius? This is an excerpt from the article below Haley’s introduction
> of Celsius as a calorie-burning soft drink preceded – but was nevertheless
> quickly overshadowed by – the introduction of another calorie burner,
> Enviga, a tea marketed by the combined forces of the Coca-Cola Co.
> and Nestea. Haley and Celsius stood firm, however, and while Enviga’s
> claims were disputed by the scientific community, helping send the
> product down a path to its eventual demise, Celsius thrived and is
> now a fast-growing national brand.
> www.bevnet.com/live/wi.../
>
>
> I thought it would help others get the bigger picture about Celsius.

CEO Interview Shows Celsius Is Primed to Pop

VCF

I listened to the interview with CEO Steve Haley. I was also very impressed with the direction he gave with respect to plans going forward. He stated that they are in negotiations with all big box retailers. He also emphasized that distribution would not be a problem despite running out of supplies earlier this year. It seems that they are positioned well for growth going forward. However, as you state, 2010 will be a "make or break" year for Celsius. Mr. Haley seemed very knowledgable about the challenges and opportunities which face this new company, and at the same time projected a great deal of enthusiasm regarding the prospects going forward. I have continued to accumulate in the low .40's and feel like the decision will be very good next year. Steve also suggested that the ultimate situation would involve a partnership with either Coke or Pepsi. At the moment they are in a contract with SEBC which is owned by Dr. Pepper, so they are close to the ultimate situation already. If the company fails, it will not be for lack of management, as Steve seems to have a tremendous grasp on what is necessary to show a profit in early 2010 which he alluded to in the interview.

Thanks for keeping up on the company for your readers!

Long CSUH

$2 Royalty Pass Along Is 'Sirius'ly Good Idea

Keep the positive articles coming! 3Q will impress!

Long SiriusXM

XM SkyDock Pairs iPods and iPhones with In-Car Service

Well said Relmar!

Stockholders will be and have already been rewarded for our patience and due diligence.

Long SiriusXM


On Oct 06 04:27 PM relmar2003 wrote:

> NAB/FCC/To congress to naked shorters to banks, and special interest
> groups of malicious intent, have all tried to derail the express
> train that is SIRIUSXM. To come this far, and be so close to profit
> is a testament to current management and its patient stockholders.
> Buying stocks Mel offered for you at discount prices was his gift
> and apology to long time bagholders. The smart ones took the offer.
> The dumb ones copy and paste bashes, because they are too bitter
> to face their own faults inside of themselves.
> Thanks Mel and company, you did a great job. Used car markets, added
> car penetration, reworking the GM contract, raising rates, and holding
> churn is finally paying off, by adding so much more value to the
> product. Stockholders will be and have already been rewarded for
> our patience and due diligence.

Sirius XM Bulls Anticipate Positive Q3 Results

This should be a very positive 3Q for SiriusXM.

Buy! Buy! Buy!

Long SiriusXM

SIRIously Positive Quarterly Auto Sales

I understand your perceptions of "a painful stock to own", but certainly it is not as painful to own as it was in the period from August 2008 to February 2009. That was the most gut wrenching period of all! Things are about to really turn for SiriusXM in a positive way. Just keep the faith a bit longer and the rewards are sure to follow! This is the stock story of the year. Monday would be a good time to bet the farm on this company at below .60, and it is not going to stay there very long. Buy! Buy! Buy!


Long SiriusXM


On Oct 04 08:31 AM jayk1312 wrote:

> I am not sure that basic math holds up when you factor in the R word.
> Hopefully we have our worst Q behind us. The #s for the auto industry
> might be a little thin this next Q. Christmas may be a little thin
> also with the R word unresolved. Hopefully we will look back this
> time next year and regret not having sold the farm to buy SIRI. Right
> now, though, it is a painful stock to own.

SIRIously Positive Quarterly Auto Sales

Just as many have expected, a RISE in subscriptions going into the 3Q. Cash for Clunkers did have a positive impact on the numbers. It is good to see the analysis hit the press this morning by Brandon! Excellent job of exposing the reality that we shareholders have been feeling was true; until today there was no data to support the idea that Sirius is going to show positive growth this quarter.

Thanks for your tireless efforts Brandon!

Long SiriusXM

Sirius XM Finds New Ways to Fill Its Proverbial Bucket

Buy! Buy! Buy! This is one of the last pullbacks I think we see on this stock. Everyone freaking on the lower Sept auto sales? Well, Duh...! Everyone knew this would happen and everyone knew the stock would retrace back to below .60 This is not the end of the world. Quite the contrary! It is a huge opportunity to make a decent profit by November. Patience is the way to play this out now. Only a few more weeks and this stock will be pushing towards a dollar. 3Q is only a little over a month away. The efforts of management to turn this around will be obvious when the report comes out. And this will be the only news necessary to convince the doubters on Siri. FACT: Cash for Clunkers did have a positive impact on subscriptions...no doubt about it!

So... "get in while the gettin' is good!" and let the bashers say what they will.

Long SiriusXM