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Sirius Trend: Independent Analyst Opinions Turning Positive

135 posted comments above - but not one from SIRI_Doom.

Multiple posts from a few SIRI-Doom lookalikes - same negative agenda (hyping reverse-splits, denigrating Mel Karmazin, etc.), same LOL type language, etc. - What does that tell you?

Sirius Trend: Independent Analyst Opinions Turning Positive

Thanks for suggesting this link, Neal. Most interesting - should be reviewed by all investors in SIRI. The article is "Sirius XM Radio Growth Plans Gaining Momentum? by Steve Garcia 11/23/09


On Nov 23 05:53 PM Neal Barkett wrote:

> Google, King of All Trades, Rick A. wrote an interesting piece on
> Worldspace & John Malone and how it could affect Sirius Xm on
> a positive international basis!

Sirius Trend: Independent Analyst Opinions Turning Positive

There is a major article on Satwaves.com today: "Cramer's Concerted Effort Against Sirius XM (SIRI)" that is must reading for all who are interested in the trading/media dynamics behind the manipulation of this stock.

Sirius Trend: Independent Analyst Opinions Turning Positive

Pell - As usual, you are hyperventilating. There is absolutely no sound logic to your constant reiteration about the timing and course of action you advocate - as there is no magic about the "end of the year" and the value of this company will not in any way change - either for better or worse - through any of the recapitalization measures you constantly scream about. The value purely depends upon the success of the business plan - which is being amply demonstrated with increasing awareness day by day. As far as I can recall, there are only two posters who constantly go on - ad nauseum - about the need for a premature reverse - split (posting repeatedy virtually ever day): You - and SIRI-Doom. You sure give reason for one to wonder - are we seeing one and the same?
On Nov 22 10:21 PM Pell wrote:

> JPearce thanks for your kind words. Just wish all understand.
>
> RAF sorry but your comparison to price is wrong. Hate to even say
> it. But everyone knows before big holiday sales all prices go up
> and less discounts available for impulse buyers. Sorry again not
> against you just want to speak the truth for others. After Black
> Friday that will change but all in all the sales are a plus.
>
> RAF its time for you to go to your boy Brandon and Satwaves and tell
> them its the opportunity for them to go big time and do some real
> reporting.
>
> Something big is going to happen before year end its in the cards
> and the Media Industry is hilighted. We need pressure on the Board
> to do the right thing for us shareholders (especially long shareholders).
> This is the time! The tide has come in and SIRIXM cannot miss the
> boat.
>
> You guys need to do the right thing for us all and change the tone.
>
> It has become overally obvious, especially the last week. We need
> headlines! The new year needs to be all positive!
>
> Stop spewing the same crap. All in all I have been in the right direction.
> This stock cannot and will not survive without quick action. It is
> too diluted and the wealthy daytraders and HFT will have its way.
> This is the time. After new year all the great deals and opportunities
> may be gone. Even if Sirxm shows great 4Q numbers on Feb. 4 (My b-day
> by the way), it won't matter any gain will be sold off and then the
> cycle will begin again. We need shares taken off the table now or
> SiriXM to get the bidding war going.
>
> Other deals will be made and Mel's ego may let great deals for shareholders
> go without consideration. I love Mel as a CEO but remember he is
> a talent guy not a money guy. The Board and Beancounters need to
> do their thing.
>
> Please sit back and think this out and tell Brandon and others at
> Satwaves to report on what is really taking place in Media Industry
> and SIRIXM is a great product with bidders who want that company.

Sirius Trend: Independent Analyst Opinions Turning Positive

Just holding a major long position at the moment - but will probably add along the way.


On Nov 22 08:37 PM JPearce wrote:

> I agree great advertising. 4Q should be very interesting. RAF are
> you purchasing additional shares ? I definitely will be adding additional
> SiriXM shares to my Christmas Stocking. "Pell" I do read your articles
> and I know we are both share the same end result.
>
> Yo Soy JPearce!
>
> On Nov 22 12:24 AM JPearce wrote:

Sirius Trend: Independent Analyst Opinions Turning Positive

Just ordered a second Grace Wireless Internet Radio from the Sirius Store. Note - When I ordered the first one, October 26, the price was $199.99 less discount of $50.00 to $149.99. This second radio, ordered this afternoon, was $199.99 less discount of $20.00 to $179.99.

This tells you two things: First - the radio is great, or I would not have ordered a second one; Second - There must be strong demand for this radio from the Sirius Store - or they would not be reducing the discount, as noted above.

Sirius Trend: Independent Analyst Opinions Turning Positive

Note: Today's New York Times has a major, two full page ad in the first section - pages 20, 21 - with striking photos (Elvis, Michael Jordan, Richard Pryor, and Howard Stern - in black and white with great blue color tone background - really eye catching and effective) - and great commentary promoting Sirius XM Satellite Radio - Changing the Way You Listen.

This is definitely one of the most effective marketing pieces I have seen - from any company - in a long time. If anyone doubts that a heavy marketing program is now underway from Sirius XM - I would suggest getting a copy of today's New York Times and checking this out.

Sirius Trend: Independent Analyst Opinions Turning Positive

A few more SIRI-Doom lookalikes heard from today. Same agenda - same bias - and same phrasing.

Sirius Trend: Independent Analyst Opinions Turning Positive

Explain your comment "I really hope Mel didn't turn this guy off with his ego". What is the basis for your negative slant on this?

Sirius Trend: Independent Analyst Opinions Turning Positive

Explain your comment "I really hope Mel didn't turn this guy off with his ego". What is your basis for this assertion?


On Nov 21 12:00 PM Pell wrote:

> I am ok with that opinion but can no longer take the fools who think
> buying back shares is a possibility unless it happens in 2012 after
> the majority of the debt has been pre paid.
>
> Kaufman is going hard against HFT saying it is hurting true long
> investors. Hopefully something happens quick. Also did you see my
> blurb about Malone and Liberty thinking of buying MGM Debt. I really
> hope Mel didn't turn this guy off with his ego.

Sirius Trend: Independent Analyst Opinions Turning Positive

NO GUTS - NO GLORY!

Sirius Trend: Independent Analyst Opinions Turning Positive

On another note - a great testimonial, if ever there was one: Last night we were in a local restaurant, talking with the owner. Another customer, friend of the owner, came by to say hello. He was from out of town - about 1 1/2 hour away - but was back our way on business. We had never met before but talked a bit about his business and he said he often traveled by car between three states .."but this was not a problem because he had Sirius Satellite radio".

Sirius Trend: Independent Analyst Opinions Turning Positive

It is premature to be thinking of a reverse split with the stock in the .60's, now that the company is firing on all cylinders and the upside trajectory of improvement for SIRI since March projects further improvement into 2010. Despite the impatience of some, SIRI has been gradually grinding toward higher levels through successively higher lateral bands over the last six months - through the .30's, .40's, .50's and .60's - pausing along the way within each of these bands to consolidate these improvements. This is typical upside momentum and all the positive fundamentals and metrics now being seen in Sirius XM should sustain this dominant momentum over the longer term. A reverse split might make sense when the stock is well over 1.00, to reduce the number of shares outstanding at that time, and to elevate the share price into the range from $5 to $10 to broaden appeal for those institutions that have restrictions on investments in stocks below $5.00. However - this would require a reverse split ratio of only 1 for 5 or 1 for 10 - clearly far superior for current investors than any ratio that would be called for when the stock is in the low .60's (indicating a ratio of 1 for 8 to 16 would be required). Moreover - any reverse split at this time would probably be interpreted by the markets as acting from nervousness and weakness - a maneuver solely influenced by the desire to artificially push the stock above 1.00. This perception of nervousness and weakness is clearly not warranted for Sirius XM - as virtually all metrics and elements of the business plan are now well in place and producing increasingly strong results. This is certain to show up in forthcoming financial results and guidance (4th Qtr. release due in February) - well before any reverse split might be required for Nasdaq requirements (not before March 2010, and possibly extended then for another six months). So - with all systems go for Sirius XM, and the stock continuing to reflect dominant strength (moving gradually higher through successively higher lateral bands and then holding well on pullbacks) - there is absolutely no need to trade away future potential for some near term appeasement of those who are perpetually nervous and impatient.

Sirius Trend: Independent Analyst Opinions Turning Positive

Given the marked improvement in the performance of Sirius XM and evidence that the business plan is performing well on all fronts, it is not surprising that this positive shift in analyst sentiments is beginning to show up. There is no doubt that further analyst and credit upgrades will be seen in the next few weeks and months - certainly into and through 2010. Sirius XM is definitely "the best of breed" in the radio industry and heading toward total dominance in future years.

Sirius XM CEO Mel Karmazin Dismisses Rumors of Job Offer

Right on! This amateur is worth reading for comic relief only.


On Nov 19 03:38 PM 1more4me wrote:

> RAF, I can't take it--- I got too..Ignorance is Bliss and he's jakin
> my Bliss up...
>
> Pell, Read the challenge a above. First- you are either an amateur
> newbie or at best someone in dire need of a stockbroker... Your post
> reek of a complete lack of understanding the basic fundamentals of
> Reverse Splits, SIRI Management, or anything else about the stock
> markets in general, and basically just babble that gets read for
> the comic relief more than anything... Your challenge: Here are 4
> companies in the last 3 months that R/S'd- two on strength- two for
> salvation- NONE are in a better spot now. Just for fun, I ran a screen
> that looked for R/S in the past year and overall about 85% that R/S'd
> are dead or dying- 15% are above the neckline and of those, I looked
> at 3-- AIG- was 78% owned by the Government now- and the other two
> in the process of being acquired- and that was the reason they are
> up...
>
> VRNM- R/S 1 for 12. Was 7.40, R/S Sept 10th---is now 4.05- might
> live...
> TECZ- R/S 1 for 100. Was 2.30, R/S Sept 29th---is now .57- dying...
>
> HCKI- R/S 1 for 50. Was .40, R/S Oct 27th ----is now .02 -dead...
>
> FMGM- R/S 1 for 10. Was .10, R/S'd to $1 Nov 4th ----is now .10 again...
>
>
> I know this won't convince you R/S is a bad thing- you far too dull
> to comprehend an opposing point of view no matter how laced it is
> with FACT and near 3 decades of hand's on trading experience- in
> fact, since you read the word acquired above and is sounded cool-
> you'll probably tell us all about how that will happen now based
> on some unfounded rumor going around... And-I'll bet you'll spend
> just enough time looking at the facts above to come up with the first
> possible discountable reason to babble on about why these don't apply
> and tell us again why you think R/S is a great idea... It's not-
> you are wrong. I win- you lose- suck it!
> AND- No affiliation to no one- Don't own a single SIRI product and
> probably never will. Just the stock- Short- Long - or up your bung
> hole- as long as the trade is Green!
> RED Trades to you loser---GREEN TRADES to everyone else...