ZenInvestor

Sirius XM Drops NFL Ball Again

Brandon, you are getting a little 'shrill' here. The announcements in the coming weeks should make you happier, but prior to the merger they could not know how they were going technically accomplish the the 'best of' program. In a few weeks the joint advertising strategy will be developed or set, and you will get what you want. Until then, you are really stretching it about they could and could not actually do. Relax!

Sirius XM Waves Goodbye to S&P CreditWatch

Welcome relief. With the savings from the elimination of redundancies, and increased revenues from both existing and new customers the easing cash flow picture should contribute to less onerous terms for SIRI in the refinancing they face next year. After that looming issue is put to bed the future of the merged company looks bright. Thanks for keeping us up to date.

Citi: Sirius XM Is “Massively Undervalued”

With the bright and shining exception of GS everyone seems to think SirusXM is undervalued. What is holding the stock back? The proof of the merger synergies is the key to the stock price. As soon as the layoffs and cost savings can be explained to shareholders and the merger plan executed the stock will move upward. After that, the simple economics of improved cash flow and a clear path to earnings will make this one of a 1.42 stock ever. A lot of pain with this merger, but the payoff becomes tangible in the coming weeks and months.

Glad that Citi sees the real potential hidden behind the 17 months of FCC melodrama and the tough financing deal to complete the merger. Now we in the 'payoff' stage for SIRI.

Ford Includes Sirius in Long-Range Plans

There is a benefit to being the 'only' satellite radio system, you get the phone call every time without having to compete. Ford and all other manufacturers are looking for ways to tap into the Internet and Sirius, with its strong bandwidth and number of channels can bring features to a vehicle long after the initial sale. The revenue streams from these additional services benefit both the manufacturer and Sirius.

Sirius XM Radio's Q2 Call Keeps Investors Guessing

Interesting comments. On the one hand having just had 10 days to get into the inner workings of XM the management cannot be faulted for being cautious, but as the author correctly notes they could have been a little more 'upbeat' about the prospects and products.

As for GS they have this odd 'conviction' basis they use now for some of their ratings, and that is indeed nothing better than a 'wild ass guess'. Why investors need analysts to 'guess' for them is beyond me, so I dismiss GS and their $1.00 price target as nothing more than BS!

SiriusXM has strong upside potential is 'my guess', but it seems that we will have to wait a few months to get a better handle on the real effects of the merger. I am willing to wait for now, and just hope that Mel's 'penny pinching' reputation is a good one.

Sirius XM Radio Analyst Roundup

Good article. GS is taking the low road for many stocks now, I guess they don't want to risk looking at upside. Myself, this is a $4.00 stock by year end as soon as the cost savings become reality, and don't look for that to take too long. There is a lot of duplication that can go in the next 60 days and I expect to see the announcements fly in the coming weeks. That should drive the stock price, and make GS look like the gutless fools that they are!

Sirius XM Radio: Good Quarter, Average Call

The 'expectation' that the call would have details so soon after the merger was a bit of fantasy. This stock is not going to move much without the 'savings' being more tangible, but layoffs and major changes in programming will take a month or two to sort out. The terms of the financing, in this unbelievable credit market we are in, make the cost saving that much more of an imperative.

This is now a 'Long' play, and in the months to come the details of the new SiriusXM will come out and lift the stock. But for those who where looking for a 'pop' after the merger, this has indeed become a huge disappointment.

Sirius Stock Up as CEO Buys Two Million Shares

Yes, good news indeed. I 'expect' many more of the executives will follow Mel. This is stock is highly undervalued. The sell off is over and it is time to buy!

Satellite Radio Investing Made Simple

They have cash, they are competing with each other, and they can reduce expenses and unify their marketing approach to the market, especially the retail side with the ala carte pricing. The conference call should dispense with the past quickly, and focus on the future.

Sirius XM Show or Tell - A Rebuttal

Not a great idea. Conservation of cash when you are paying the rates Sirius just did to get the refinancing should stay in the company and not to 'support' the stock. Sorry, this a really BAD idea!

What the Sirius XM Radio Future May Hold

Missing some decimal points in the numbers, but the concept is dead on. Problem I see is that anything 'added' to the price of a car is tough to overcome in a down sales cycle as we are in. The idea has merit, but most likely will not happen now.

Sirius XM Radio May Be Considering Reverse Split? So What

Exactly! The stock will move up once the impact of the new shares and the strain of the merger goes out of the equation. That will happen in a few weeks or months anyway. A reverse split does nothing for the stock right now in real terms.

Significant Value in Combined Siri/XM from Merger Synergies - Citi

Good call! I feel there is way too much wind left in these sails, and Sirius XM will succeed where the two companies could not. I am 'Long' SIRI, and a proud XM customer.

Cramer, well he was supporting Bear Stearns at $60, and few days later they were at $2. I will take his 'curse' as a blessing.

Understanding Sirius' History Of Converts May Ease the Pain

Excellent point! The merged company now has the ability, the products (every sport on one radio), and the scale to succeed where the two companies independently were in the 'doubtful' category. The new pricing, the new receivers for the retail side, and the ability to 'activate' a lot of customers with SAT radio in their cars who did not keep them after the free period will not be able to get the ala carte pricing at $6.95. That and the reduction in overhead makes for a good 'long' play in the stock.

Sirius/XM: A True Merger Of Equals

The stock is down because both companies have taken dilutive actions. XMSR issued debt with conversion, and SIRI issued new shares. Until the merger is completed no one knows what this balance sheet will look like. It is coming into focus, but once these offerings are completed, the cash will be place to keep the newly merged entity going until they can tern a profit.

Once the merger itself is finalized you will see the 'pop'. Until then you in a technical moment of uncertainty, and the short pressure to cover is also intense.