mlongj's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/152932/comments http://seekingalpha.com/article/173461-don-t-like-celsius-holdings-try-cel-sci-instead?source=feed#comment-761893 761893
Since there was no profit this quarter, I believe many investors feel they can wait until 2010 and get back in. However, if they add Walmart to the Costco distribution, this will be an overnight winner. Many things can transpire between now and next quarter as Steve outlined in the CC. I continue to remember the line about "net income profitability" in 2010. I guess we will have to wait and see.

Thanks for the update VCF.

Long CSUH]]> Mon, 16 Nov 2009 09:33:09 -0500
Since there was no profit this quarter, I believe many investors feel they can wait until 2010 and get back in. However, if they add Walmart to the Costco distribution, this will be an overnight winner. Many things can transpire between now and next quarter as Steve outlined in the CC. I continue to remember the line about "net income profitability" in 2010. I guess we will have to wait and see.

Thanks for the update VCF.

Long CSUH]]> http://seekingalpha.com/article/173417-on-the-street-s-sirius-bashing-will-they-never-learn?source=feed#comment-761813 761813
It is obvious the blatant attempt to slam the company. The company is continuing to do what has been put out by Mel and management. This type of turnaround just takes time and now that Sirius has essentially bought some extra time...it is just a matter of time before the SP is made whole again. There certainly is no love lost between thestreet and Sirius, but at this point the negativity expressed does not add up to the facts surrounding this "growing" company.

Long SiriusXM]]> Mon, 16 Nov 2009 08:42:11 -0500
It is obvious the blatant attempt to slam the company. The company is continuing to do what has been put out by Mel and management. This type of turnaround just takes time and now that Sirius has essentially bought some extra time...it is just a matter of time before the SP is made whole again. There certainly is no love lost between thestreet and Sirius, but at this point the negativity expressed does not add up to the facts surrounding this "growing" company.

Long SiriusXM]]> http://seekingalpha.com/article/173416-liberty-s-sirius-preferred-stake-expected-to-be-spun-off?source=feed#comment-761803 761803
All I can think to say is "WoW" what an aritcle. What a possibility that Sirius could repurchase the stake from Liberty before December 31st. It is easy enough to see where Sirius could come up with the funds for such a transaction. This could be the piece of the puzzle that makes the February deal a godsend for the company. After all, as you state in the article, the relationship between Liberty and Sirius seems to be in good standing. Also, Liberty has made an enormous profit on the deal after only 8 months---why not sell it back to Sirius---it would be almost fair. It would no doubt increase the market cap for Sirius as well. I suppose we will have to wait and see what happens, but this could really turn things around quickly.

Long SiriusXM]]> Mon, 16 Nov 2009 08:34:07 -0500
All I can think to say is "WoW" what an aritcle. What a possibility that Sirius could repurchase the stake from Liberty before December 31st. It is easy enough to see where Sirius could come up with the funds for such a transaction. This could be the piece of the puzzle that makes the February deal a godsend for the company. After all, as you state in the article, the relationship between Liberty and Sirius seems to be in good standing. Also, Liberty has made an enormous profit on the deal after only 8 months---why not sell it back to Sirius---it would be almost fair. It would no doubt increase the market cap for Sirius as well. I suppose we will have to wait and see what happens, but this could really turn things around quickly.

Long SiriusXM]]> http://seekingalpha.com/article/172983-janco-partners-believes-sirius-xm-is-now-a-cash-flow-growth-story?source=feed#comment-756714 756714
Long SiriusXM]]> Thu, 12 Nov 2009 07:26:29 -0500
Long SiriusXM]]> http://seekingalpha.com/article/172110-celsius-in-southern-california-a-logical-next-step?source=feed#comment-756119 756119
Net income profitability in 2010 according to Steve!]]> Wed, 11 Nov 2009 17:53:31 -0500
Net income profitability in 2010 according to Steve!]]> http://seekingalpha.com/article/172699-barrington-raises-sirius-xm-price-target-on-q3-report?source=feed#comment-756114 756114
Long SiriusXM


On Nov 11 05:47 PM mlongj wrote:

> 3.9 billion shares @ .6321 equals 2.4 billion market cap. This is
> a multi million dollar company---the defense rests!
>
> Long Sirius XM]]> Wed, 11 Nov 2009 17:48:41 -0500
Long SiriusXM


On Nov 11 05:47 PM mlongj wrote:

> 3.9 billion shares @ .6321 equals 2.4 billion market cap. This is
> a multi million dollar company---the defense rests!
>
> Long Sirius XM]]> http://seekingalpha.com/article/172699-barrington-raises-sirius-xm-price-target-on-q3-report?source=feed#comment-756112 756112
Long Sirius XM


On Nov 11 05:31 PM Pell wrote:

> I am still waiting for someone to defend 3.9 billion shares outstanding.
> And no i am really not SIRIDoom. Does anyone know why a company of
> this size should have 3.9 billion shares outstands when the majority
> of the trading is short trading and day trading. Again a R/S is a
> good thing for SIRIXM and the stockholders.
>
> I used to like your comments between the hedges until you were converted
> to th zombie world of no opinion as per the book of Brandon.
>
> Guess the quotes yet?
>
> Hey should it be simply "between the ass cheeks" or make it more
> specific "between the ass cheeks of Brandon and RAF"
>
> I need help on that one.]]> Wed, 11 Nov 2009 17:47:28 -0500
Long Sirius XM


On Nov 11 05:31 PM Pell wrote:

> I am still waiting for someone to defend 3.9 billion shares outstanding.
> And no i am really not SIRIDoom. Does anyone know why a company of
> this size should have 3.9 billion shares outstands when the majority
> of the trading is short trading and day trading. Again a R/S is a
> good thing for SIRIXM and the stockholders.
>
> I used to like your comments between the hedges until you were converted
> to th zombie world of no opinion as per the book of Brandon.
>
> Guess the quotes yet?
>
> Hey should it be simply "between the ass cheeks" or make it more
> specific "between the ass cheeks of Brandon and RAF"
>
> I need help on that one.]]> http://seekingalpha.com/article/172699-barrington-raises-sirius-xm-price-target-on-q3-report?source=feed#comment-756102 756102
Long SiriusXM]]> Wed, 11 Nov 2009 17:38:02 -0500
Long SiriusXM]]> http://seekingalpha.com/article/172474-the-importance-of-positive-ebitda-to-sirius-xm-shareholders?source=feed#comment-754542 754542
Television ads are key to growth and it is finally time for Sirius to show the world what a wonderful value proposition they offer. The tune is going to change once these ads begin appearing on TV across the country. For those who have championed the idea of more advertising...well, here we go! It is a great product with huge potential without any real advertising. Imagine what the results will be right as the holiday shopping season begins in earnest.

Even if the consumer spending is down, it will still provide Sirius with additional subs since they have not been this aggressive in the past during this time of the year. After all, there really has not been a need to grow the subs with additional ads in past years. Now we will see a huge national awareness begin to materialize right before our very eyes!

November 15th---circle it on your calendars! It is the beginning of a great push by this talented and patient management group. We will see everything Mel predicted in the quarter call come to reality in 2010!

Long SiriusXM]]> Tue, 10 Nov 2009 18:54:50 -0500
Television ads are key to growth and it is finally time for Sirius to show the world what a wonderful value proposition they offer. The tune is going to change once these ads begin appearing on TV across the country. For those who have championed the idea of more advertising...well, here we go! It is a great product with huge potential without any real advertising. Imagine what the results will be right as the holiday shopping season begins in earnest.

Even if the consumer spending is down, it will still provide Sirius with additional subs since they have not been this aggressive in the past during this time of the year. After all, there really has not been a need to grow the subs with additional ads in past years. Now we will see a huge national awareness begin to materialize right before our very eyes!

November 15th---circle it on your calendars! It is the beginning of a great push by this talented and patient management group. We will see everything Mel predicted in the quarter call come to reality in 2010!

Long SiriusXM]]> http://seekingalpha.com/article/172110-celsius-in-southern-california-a-logical-next-step?source=feed#comment-753510 753510 Tue, 10 Nov 2009 07:18:08 -0500 http://seekingalpha.com/article/172110-celsius-in-southern-california-a-logical-next-step?source=feed#comment-753026 753026
These are very good questions indeed! According to Steve Haley, this loss was to be expected as advertising is the major expense listed on the quarterly report. I guess it is not cheap to advertise on a national scale, but this was mentioned in the coverage given by Thallman last month as well. Thallman said that if the company were to invest heavily into advertising, above and beyond the current campaign, it should cause an increase in distribution and demand which is why they began coverage with a buy at .90. It looks like this is just what Mr. Haley and company are doing at this time. The sales seem to suggest about 650,000 units sold in the quarter @ approximately 2.00 per unit. This is really anemic at this point, but if they could ramp up to 3 or 4 million units in a quarter with the additional advertising and awareness campaign, it is easy to see where the revenues could be (somewhere in between 6-10 million a quarter). Needless to say, it is a speculative play with a huge upside. I have a very substantial position with this company at the moment and do not look for a rise in SP until one of the major "big box" stores begin distributing. As Steve said in his interview recently, they are in talks with all the big box stores at this time which coincides with the advertising campaign. I think they are in the beginning of a huge growth phase and we will certainly know the results come next quarter. If sales do not increase dramatically in the first and second quarter of FY10, there may be a problem. However, if this thing kicks off it is going to be huge. I have concerns just like any other investor, but I do not think now is the time to run for the hills, not yet anyway. The report is what it is, which is an accurate statement of where they are right now, not where they want to be or where they will be.

Just one investors perspective!

Thanks for the opportunity.

Long CSUH


On Nov 09 03:01 PM bosstweed wrote:

> Hey VFC, saw this on the quarterly that just came out and it didn't
> sound too rosy. The 70 million + in convertibles seems very large,
> and working capital is measly. What are your thoughts?
>
> We have yet to establish any history of profitable operations. We
> have continuously incurred operating losses after we started the
> business. We have incurred an operating loss during the first nine
> months ending September 30, 2009 of $5.2 million. As a result, at
> September 30, 2009 we had an accumulated deficit of $16.7 million.
> Our revenues have not been sufficient to sustain our operations.
> We expect that our revenues will not be sufficient to sustain our
> operations for the foreseeable future. Our profitability will require
> the successful commercialization of our current product Celsius�
> and any future products we develop. No assurances can be given when
> this will occur or that we will ever be profitable.
>
> We will require additional financing to sustain our operations and
> without it we may not be able to continue operations.
>
> At September 30, 2009, we had working capital of $70,000. The independent
> auditor's report for the year ended December 31, 2008, includes an
> explanatory paragraph to their audit opinion stating that our recurring
> losses from operations and working capital deficiency raise substantial
> doubt about our ability to continue as a going concern. We do not
> currently have sufficient financial resources to fund our operations
> or those of our subsidiaries. Therefore, we need additional funds
> to continue these operations.
>
> On September 8, 2009, we entered into a convertible loan agreement
> (the "Loan Agreement") with CDS. In connection with such Loan Agreement,
> CDS can convert the note in to a maximum of 65,000,000 shares of
> Common Stock.
>
> On September 8, 2009, we entered into a convertible loan agreement
> (the "Refinance Agreement") with Lucille Santini. In connection with
> such Refinance Agreement, Ms. Santini can convert the note into a
> maximum of 6,150,000 shares of Common Stock.]]> Mon, 09 Nov 2009 17:57:36 -0500
These are very good questions indeed! According to Steve Haley, this loss was to be expected as advertising is the major expense listed on the quarterly report. I guess it is not cheap to advertise on a national scale, but this was mentioned in the coverage given by Thallman last month as well. Thallman said that if the company were to invest heavily into advertising, above and beyond the current campaign, it should cause an increase in distribution and demand which is why they began coverage with a buy at .90. It looks like this is just what Mr. Haley and company are doing at this time. The sales seem to suggest about 650,000 units sold in the quarter @ approximately 2.00 per unit. This is really anemic at this point, but if they could ramp up to 3 or 4 million units in a quarter with the additional advertising and awareness campaign, it is easy to see where the revenues could be (somewhere in between 6-10 million a quarter). Needless to say, it is a speculative play with a huge upside. I have a very substantial position with this company at the moment and do not look for a rise in SP until one of the major "big box" stores begin distributing. As Steve said in his interview recently, they are in talks with all the big box stores at this time which coincides with the advertising campaign. I think they are in the beginning of a huge growth phase and we will certainly know the results come next quarter. If sales do not increase dramatically in the first and second quarter of FY10, there may be a problem. However, if this thing kicks off it is going to be huge. I have concerns just like any other investor, but I do not think now is the time to run for the hills, not yet anyway. The report is what it is, which is an accurate statement of where they are right now, not where they want to be or where they will be.

Just one investors perspective!

Thanks for the opportunity.

Long CSUH


On Nov 09 03:01 PM bosstweed wrote:

> Hey VFC, saw this on the quarterly that just came out and it didn't
> sound too rosy. The 70 million + in convertibles seems very large,
> and working capital is measly. What are your thoughts?
>
> We have yet to establish any history of profitable operations. We
> have continuously incurred operating losses after we started the
> business. We have incurred an operating loss during the first nine
> months ending September 30, 2009 of $5.2 million. As a result, at
> September 30, 2009 we had an accumulated deficit of $16.7 million.
> Our revenues have not been sufficient to sustain our operations.
> We expect that our revenues will not be sufficient to sustain our
> operations for the foreseeable future. Our profitability will require
> the successful commercialization of our current product Celsius�
> and any future products we develop. No assurances can be given when
> this will occur or that we will ever be profitable.
>
> We will require additional financing to sustain our operations and
> without it we may not be able to continue operations.
>
> At September 30, 2009, we had working capital of $70,000. The independent
> auditor's report for the year ended December 31, 2008, includes an
> explanatory paragraph to their audit opinion stating that our recurring
> losses from operations and working capital deficiency raise substantial
> doubt about our ability to continue as a going concern. We do not
> currently have sufficient financial resources to fund our operations
> or those of our subsidiaries. Therefore, we need additional funds
> to continue these operations.
>
> On September 8, 2009, we entered into a convertible loan agreement
> (the "Loan Agreement") with CDS. In connection with such Loan Agreement,
> CDS can convert the note in to a maximum of 65,000,000 shares of
> Common Stock.
>
> On September 8, 2009, we entered into a convertible loan agreement
> (the "Refinance Agreement") with Lucille Santini. In connection with
> such Refinance Agreement, Ms. Santini can convert the note into a
> maximum of 6,150,000 shares of Common Stock.]]> http://seekingalpha.com/article/171732-sirius-xm-not-completely-out-of-the-woods-yet?source=feed#comment-749748 749748
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]]> Sat, 07 Nov 2009 09:32:35 -0500
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]]> http://seekingalpha.com/article/171873-positive-cash-flow-signals-new-era-for-sirius-xm?source=feed#comment-749724 749724
Long SiriusXM]]> Sat, 07 Nov 2009 09:12:28 -0500
Long SiriusXM]]> http://seekingalpha.com/article/170076-blackberry-finally-gets-sirius?source=feed#comment-738298 738298
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]]> Sat, 31 Oct 2009 10:26:09 -0400
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]]> http://seekingalpha.com/article/167765-sirius-earnings-preview-the-worst-is-over?source=feed#comment-724376 724376
Long SiriusXM]]> Wed, 21 Oct 2009 18:41:36 -0400
Long SiriusXM]]> http://seekingalpha.com/article/166091-celsius-holdings-seeing-increased-distribution-demand?source=feed#comment-715556 715556
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]]> Wed, 14 Oct 2009 18:24:48 -0400
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]]> http://seekingalpha.com/article/166477-celsius-announces-supervalu-distribution-receives-buy-rating-from-thalmann?source=feed#comment-715517 715517
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]]> Wed, 14 Oct 2009 17:51:38 -0400
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]]> http://seekingalpha.com/article/166091-celsius-holdings-seeing-increased-distribution-demand?source=feed#comment-714276 714276
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]]> Tue, 13 Oct 2009 18:11:17 -0400
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]]> http://seekingalpha.com/article/166091-celsius-holdings-seeing-increased-distribution-demand?source=feed#comment-713612 713612
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.]]> Tue, 13 Oct 2009 07:20:04 -0400
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.]]> http://seekingalpha.com/article/165922-ceo-interview-shows-celsius-is-primed-to-pop?source=feed#comment-713174 713174
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]]> Mon, 12 Oct 2009 17:42:25 -0400
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]]> http://seekingalpha.com/article/165203-2-royalty-pass-along-is-sirius-ly-good-idea?source=feed#comment-708296 708296
Long SiriusXM]]> Thu, 08 Oct 2009 07:25:19 -0400
Long SiriusXM]]> http://seekingalpha.com/article/165093-xm-skydock-pairs-ipods-and-iphones-with-in-car-service?source=feed#comment-705870 705870
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.]]> Tue, 06 Oct 2009 17:58:11 -0400
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.]]> http://seekingalpha.com/article/164731-sirius-xm-bulls-anticipate-positive-q3-results?source=feed#comment-703343 703343
Buy! Buy! Buy!

Long SiriusXM]]> Mon, 05 Oct 2009 07:17:26 -0400
Buy! Buy! Buy!

Long SiriusXM]]> http://seekingalpha.com/article/164681-siriously-positive-quarterly-auto-sales?source=feed#comment-702335 702335

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.]]> Sun, 04 Oct 2009 10:21:47 -0400

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.]]> http://seekingalpha.com/article/164681-siriously-positive-quarterly-auto-sales?source=feed#comment-702323 702323
Thanks for your tireless efforts Brandon!

Long SiriusXM]]> Sun, 04 Oct 2009 10:09:06 -0400
Thanks for your tireless efforts Brandon!

Long SiriusXM]]> http://seekingalpha.com/article/164217-sirius-xm-finds-new-ways-to-fill-its-proverbial-bucket?source=feed#comment-699068 699068
So... "get in while the gettin' is good!" and let the bashers say what they will.

Long SiriusXM]]> Thu, 01 Oct 2009 18:27:38 -0400
So... "get in while the gettin' is good!" and let the bashers say what they will.

Long SiriusXM]]> http://seekingalpha.com/article/163848-negative-media-attacks-plague-sirius-xm-radio?source=feed#comment-695016 695016
Keep the faith! Sirius over a dollar by years end!

Long SiriusXM]]> Tue, 29 Sep 2009 07:03:53 -0400
Keep the faith! Sirius over a dollar by years end!

Long SiriusXM]]> http://seekingalpha.com/article/161501-sirius-xm-continues-to-deliver-on-q1-promise-of-expanded-programming-lineup?source=feed#comment-680385 680385
Long SiriusXM


On Sep 16 09:26 PM connorport wrote:

> This has nothing to do with Cramer. CNBC is a highly recognizable
> brand name for news. Thats it.]]> Thu, 17 Sep 2009 07:20:34 -0400
Long SiriusXM


On Sep 16 09:26 PM connorport wrote:

> This has nothing to do with Cramer. CNBC is a highly recognizable
> brand name for news. Thats it.]]> http://seekingalpha.com/article/161447-stock-watch-cpst-csuh-ob?source=feed#comment-680377 680377 Thu, 17 Sep 2009 06:55:46 -0400 http://seekingalpha.com/article/161501-sirius-xm-continues-to-deliver-on-q1-promise-of-expanded-programming-lineup?source=feed#comment-677035 677035
Long SiriusXM]]> Tue, 15 Sep 2009 07:18:08 -0400
Long SiriusXM]]>