163888

Total Rating:
+12 / -50

938 Comments

    • Fri Oct 3rd 11:55 AM | Rating: 0 0
      Commented on:
      How the Rescue Plan Affects Sirius
      killerkaul, as you know no offence. It was just that I know you and I have bought at higher levels and for me a few pennies ether way at this point does not make a difference. We need this stock to go much higher and at that point who cares about a few pennies. What I think matters is weather you believe in this stock or not and I know you and I do.
      View article »
    • Thu Oct 2nd 17:31 PM | Rating: 0 0
      Commented on:
      How the Rescue Plan Affects Sirius
      killerkaul, I made the mistake of drying to wait for a few pennies on a buy or a sell before. When it ether went up or down before I bought or sold I always said "God dang it, why did I care about a few pennies. It works out to be nothing in the end.
      View article »
    • Thu Oct 2nd 17:27 PM | Rating: 0 0
      Commented on:
      How the Rescue Plan Affects Sirius
      cos1000, I see your point about the penny issue but really who cares if it gos to what I think it will anyway. For example would you really care if the stock got to 1.30 or 1.40 about saving 2 cents a share. Now I know you are talking about daytrading and all but really killerkaul is not buying that many shares to make a real difference about one or two cents. He has to wait till it gets up to what I said before, to be able to sell. At that point 1or 2 pennies will not make any difference.
      View article »
    • Thu Oct 2nd 13:47 PM | Rating: 0 0
      Commented on:
      How the Rescue Plan Affects Sirius
      Tyler, I agree that they should do the refinancing with "relative ease", but it is still important that this 700 billion package gets passed, for SIRIXM financing to happen with relative ease. I believe that even if this bill in the congress does not get passed this time something will happen sooner or later. That will in the end loosen up credit in enough time for SIRIXM financing. As I have said it is not weather the financing gets done or not it is how good or bad the terms are. The fact is ether way the savings from the merger will over whelm any extra cost of the financing. Mel said that the last terms cost the company 70 million in extra cost but when we are talking about saving 400 (now 425) million it was worth it. So lets say the terms are twice as bad as the last ones that means it will cost them an extra 140 million that still leaves 215 million left. It is like people have forgot that the companies were already coming out of the cave out FCF.


      I have said this before that the SAC is high and the major cost of the year to the company. I dont see a slow down in gross adds (in the OEMs) as such a bad thing. I beleive that is why the 3rd quarter, while the sub adds are bad the other metrics show improvement.


      I have seen many say way dont I see any advertising about the merger and all the great programs coming out. I will say it again, Mel is trying to save money and what people want him to do right. Well why would you advertise about something that is not out yet and cannot get at the store yet. If cash is tight you wait till the product is out to get the most impact for each advertising dollar. While it would be nice and better to do advertising just before the product comes out, you do not get the biggest bang for each advertising dollar.
      View article »
    • Wed Oct 1st 11:23 AM | Rating: 0 0
      Commented on:
      Sirius XM at Work - Largest Pool of Potential Subscribers
      Guys its been here before, remember in 2003 it was actually less at times.
      View article »
    • Mon Sep 29th 03:41 AM | Rating: 0 0
      Commented on:
      Is Sirius XM a Buy, Sell or Hold?
      cos1000, I know this sounds ridiculous, but I think Mel is so mad at GS that they might be willing to do the converts on the other ones, but will not do it for GS. Now that is just my opinion but we'll see. I mean the good news about GS get their converts redone would be that everyone then should know for a fact that the rest of the financing will get done. GS has a reason at that point to make sure SIRIXM succeeds. As I said before, just a sideways look at it.
      View article »
    • Sun Sep 28th 23:58 PM | Rating: 0 0
      Commented on:
      Sirius XM On the Rise - Does Microsoft Want a Piece?
      Konst, you do know most of the share dilution took place in 2003 right 90 % of it, if we are talking about SIRI. I do not include the new dilution of 1.5 billion to get XMSR because they now have twice the assets they had before the merger.
      View article »
    • Sun Sep 28th 16:01 PM | Rating: 0 0
      Commented on:
      Analysts on Sirius: Merrill, Goldman See Gloom, Barclays Sees Upside
      Killerkaul, me personally at this price I could care less about a few pennies. When I frist bought at .97 and started to sell at 5 do you really think I cared about a few pennies.
      View article »
    • Sun Sep 28th 15:58 PM | Rating: 0 0
      Commented on:
      Analysts on Sirius: Merrill, Goldman See Gloom, Barclays Sees Upside
      I would like to know what the hell happen to you guys and the corrections, really who cares.
      View article »
    • Sun Sep 28th 15:50 PM | Rating: 0 0
      Commented on:
      Is Sirius XM a Buy, Sell or Hold?
      You want to see something that really pisses people off. That this May credit issue now starts to be believed, after the Feb converts are taken care of. In a way I laugh at it even being considered the next BIG problem, and in another I get pissed that there are many that will believe it.
      View article »
    • Sun Sep 28th 15:32 PM | Rating: 0 0
      Commented on:
      Is Sirius XM a Buy, Sell or Hold?
      You know, I was just saying to my wife in a joking manor that you watch when the Feb. coverts are taken care of, that they will move onto the ones due in May. I did not actually think anyone would have the balls to do it though.
      View article »
    • Sun Sep 28th 15:21 PM | Rating: 0 0
      Commented on:
      Sirius XM On the Rise - Does Microsoft Want a Piece?
      killerkaul, not trying to act like god, as you know to me it is just common sense. The problem I have is that many dont see it, I ask myself why. Look at Brandons last article what have I been saying now for the last few months that financing is no big deal, and now GS and ML analyst believe that the Feb. converts are not the problem anymore that they will get that done. They are now moving to the credit facility due in May. You watch now that will be the new issue as "relmor" has said, in the comments on that article. Dolts will start to believe that also, but as I said, those are not a issue ether for the reasons I gave above. Will they follow common sense and lodgic on that, No they will believe the new montra. It is not me that makes me look like a god it is other peoples lack of common sense. Besides would a god have as many typos as I have.
      View article »
    • Sat Sep 27th 17:08 PM | Rating: 0 0
      Commented on:
      Sirius XM On the Rise - Does Microsoft Want a Piece?
      hernje, you ever heard of the first 2 times K-Mart went bankrupt it was actually bankruotcy protection the share holders kept their shares and the debt holders and distriputors had to bit the big one. You remember Chrysler, or most of the airlines. They all keep the old share holders, the fact is if a court finds that a company is better off staying in business then he will force debt holders to hold off and refinance the old debt. The judges purpose is to try and make as many people as whole as possible. If he finds that a company would be able to pay off its debt because the business model is still good and they just need more time then he gives it to them. The metrics of this company have already shown that they are starting to become stable. You honestly cant sit there and say that going from a negitive 300 million adjusted profit this year to a positive 300 million adjusted profit next year does not show this. I dont believe even if what you talk about comes true that there is a judge out, that would not give the company with improving mertrics like that more time. The proof is K-Mart if they were willing to give that company more time twice before then he would do it for SIRIXM. (NOTE: when K-Mart filed for the third time the share holders then lost all there shares)
      View article »
    • Sat Sep 27th 14:41 PM | Rating: 0 0
      Commented on:
      Sirius XM On the Rise - Does Microsoft Want a Piece?
      killerkaul, Just look under your last comment it expains everything. people like that would be manipulated by the take over company to force a vote on it or to force a vote to change the board members. I just hope we get through the next few months then we would be safe from even that worry. As a matter of fact if that kind of thing happened in a few months (about 4) then that would be good, because it would push the PPS up and not be so bad to just do what GS wants. It would be to late to get a deal like that forced through because financing would be clear to even the dolts, to vote for a sell out.


      Well This Might Be SIRIUS?, No problem
      View article »
    • Sat Sep 27th 05:43 AM | Rating: 0 0
      Commented on:
      Sirius XM On the Rise - Does Microsoft Want a Piece?
      killerkaul, and Well This Might Be SIRIUS?, I was just making a statement of sense. The fact is the financing has been talked about. There will most likely be no trouble there for the reasons I gave above. The problem with alot of people is this they are so pissy about the PPS being where it is, they might vote for a low PPS in a takeover. This is all because people have been manipulated into believing that this company is going to have trouble with the financing. You know if I did not know any better I would think this was the plan in the first place. Get the PPS so low it makes it a easy takeover target. The only thing we have to stop something like this is a board that would flat out reject it, out of hand because they are not as dumb as most of the people here that think financing is going to be a problem. killerkaul how many times have I been correct about things, and what have I always said; it always seemed to me to be as clear as day to me. I am saying it right now, it is as clear as it can be that the financing will go through, it is no big deal. The worst that happens is Mel gets stuck reconverting GS old ones, at a better rate and stick price.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»