mlongj

On The Street's Sirius Bashing - Will They Never Learn?

Newman--wonderful article!

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

Liberty's Sirius Preferred Stake Expected to Be Spun Off

Brandon,

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

Janco Partners Believes Sirius XM Is Now a Cash Flow Growth Story

Everyday gets a little bit better! November 15th brings the network and cable campaign! We are going up, and its about time! What a turn around we have all witnessed with Sirius! Exciting times ahead!

Long SiriusXM

Barrington Raises Sirius XM Price Target on Q3 Report

Billion! Billion! Billion! More money than most companies.

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

Barrington Raises Sirius XM Price Target on Q3 Report

3.9 billion shares @ .6321 equals 2.4 billion market cap. This is a multi million dollar company---the defense rests!

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.

Barrington Raises Sirius XM Price Target on Q3 Report

November 15th begins the network and cable ad campaign. Circle it on the calendar! We will see an uptick once this hits the air waves!

Long SiriusXM

The Importance of Positive EBITDA to Sirius XM Shareholders

The importance of EBITDA being positive is payment of the debt and an allowance for more advertising. November 15th kicks off the network and cable advertising campaign. According to Mel, this will be the most aggressive advertising campaign in the history of SatRad.

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

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

$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.