satellite radio is dead's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/215434/comments http://seekingalpha.com/article/122041-uconn-s-calhoun-explains-basic-economics-to-pesky-reporter?source=feed#comment-403224 403224 Wed, 25 Feb 2009 12:47:15 -0500 http://seekingalpha.com/article/119865-sirius-plays-dangerous-game-at-investors-expense?source=feed#comment-384522 384522
Which, when added to the closing price, gets us just above where relmar said the stock would close today, "easy".

The moral of the story: don't listen to relmar, he's costing you money. SIRI stock is wallpaper.]]> Wed, 11 Feb 2009 16:08:57 -0500
Which, when added to the closing price, gets us just above where relmar said the stock would close today, "easy".

The moral of the story: don't listen to relmar, he's costing you money. SIRI stock is wallpaper.]]> http://seekingalpha.com/article/119865-sirius-plays-dangerous-game-at-investors-expense?source=feed#comment-384367 384367 Wed, 11 Feb 2009 14:45:51 -0500 http://seekingalpha.com/article/119865-sirius-plays-dangerous-game-at-investors-expense?source=feed#comment-384366 384366 Wed, 11 Feb 2009 14:45:50 -0500 http://seekingalpha.com/article/119865-sirius-plays-dangerous-game-at-investors-expense?source=feed#comment-384220 384220 Wed, 11 Feb 2009 13:16:56 -0500 http://seekingalpha.com/article/119865-sirius-plays-dangerous-game-at-investors-expense?source=feed#comment-384191 384191
TAKE YOUR TAX LOSS AND GIVE IT UP! Geez, you are the types who keep leaving messages hoping that date will call you back. Get the message, it's over. The stock is down 98.1% from this time last year, it ain't coming back.]]> Wed, 11 Feb 2009 13:07:12 -0500
TAKE YOUR TAX LOSS AND GIVE IT UP! Geez, you are the types who keep leaving messages hoping that date will call you back. Get the message, it's over. The stock is down 98.1% from this time last year, it ain't coming back.]]> http://seekingalpha.com/article/119865-sirius-plays-dangerous-game-at-investors-expense?source=feed#comment-383924 383924 Wed, 11 Feb 2009 10:52:59 -0500 http://seekingalpha.com/article/119861-six-likely-takes-on-the-sirius-situation?source=feed#comment-383904 383904
Hold on to hope, because "neither the company nor Ergen has made any statements". Tyler, are you kidding? Are you really holding on to THAT? The hiring of bankruptcy help comes a week before a major tranche of debt is due. GIVE IT UP!

There's only one ray of hope: chapter 11 doesn't mean programming stops, first comes a debt restructuring process. In an environment like this, trust me, the company is about to undergo massive changes. The programming you are enjoying will never be the same. For example, don't be surprised if ads show up on the music stations real soon, Sirius can't afford to say no to any revenue opportunity now that they're at the mercy of vultures.

And cheer up. The government is bound to be the one doing the restructuring, they're the only ones who can afford it. Once that process begins, Clear Channel is next. Government-owned radio, that's where this is headed. Ask the bank CEOs what it's like taking marching orders from the government. ]]> Wed, 11 Feb 2009 10:41:11 -0500
Hold on to hope, because "neither the company nor Ergen has made any statements". Tyler, are you kidding? Are you really holding on to THAT? The hiring of bankruptcy help comes a week before a major tranche of debt is due. GIVE IT UP!

There's only one ray of hope: chapter 11 doesn't mean programming stops, first comes a debt restructuring process. In an environment like this, trust me, the company is about to undergo massive changes. The programming you are enjoying will never be the same. For example, don't be surprised if ads show up on the music stations real soon, Sirius can't afford to say no to any revenue opportunity now that they're at the mercy of vultures.

And cheer up. The government is bound to be the one doing the restructuring, they're the only ones who can afford it. Once that process begins, Clear Channel is next. Government-owned radio, that's where this is headed. Ask the bank CEOs what it's like taking marching orders from the government. ]]> http://seekingalpha.com/article/118419-why-depressions-attract-protectionism?source=feed#comment-376030 376030
The protectionist "genie" is out of the bottle. Obama can talk about negotiations with Congress to remove such protectionist provisions from the stimulus, but now that our Congress is showing its nationalistic cards, the rest of the world seems to be moving to the side of caution against this left-leaning Congress. Besides, in the ten economic "panics" that this country has suffered over the past 210 years, protectionism became the key issue in nine of them. But we are still waiting to see if the 2008 panic will keep that record perfect. Given the protectionist measures that are being embedded within stimulus legislation around the globe, it would be wise to bet that past is prologue.]]> Wed, 04 Feb 2009 16:20:14 -0500
The protectionist "genie" is out of the bottle. Obama can talk about negotiations with Congress to remove such protectionist provisions from the stimulus, but now that our Congress is showing its nationalistic cards, the rest of the world seems to be moving to the side of caution against this left-leaning Congress. Besides, in the ten economic "panics" that this country has suffered over the past 210 years, protectionism became the key issue in nine of them. But we are still waiting to see if the 2008 panic will keep that record perfect. Given the protectionist measures that are being embedded within stimulus legislation around the globe, it would be wise to bet that past is prologue.]]> http://seekingalpha.com/news/market_currents/post/16587?source=feed#comment-371458 371458 Fri, 30 Jan 2009 15:49:33 -0500 http://seekingalpha.com/article/116959-sirius-xm-gets-some-breathing-room-from-delisting-freeze?source=feed#comment-369213 369213 Wed, 28 Jan 2009 18:12:17 -0500 http://seekingalpha.com/article/116095-sirius-xm-s-latest-pricing-move-helps-the-bottom-line?source=feed#comment-364576 364576
The only silver lining is reserved for satellite radio subscribers. There's a good chance that bailout funds will be set aside to take on Sirius' debt once they file for bankruptcy. The main reason I believe this is because this new socialist administration certainly wants to kick conservative talk radio off the air. Bailout funds can be used by the government to consume Clear Channel, who's in dire straits, else pass "Fairness Doctrine" legislation. In order to keep Limbaugh and Hannity from using the Sirius escape route, the government must take it over, too.

Either way, the common stock is worth zero, so this company is no longer an investment option. Unless, of course, you want to go short, but 10 cents isn't really worth it, in my view.]]> Fri, 23 Jan 2009 17:36:13 -0500
The only silver lining is reserved for satellite radio subscribers. There's a good chance that bailout funds will be set aside to take on Sirius' debt once they file for bankruptcy. The main reason I believe this is because this new socialist administration certainly wants to kick conservative talk radio off the air. Bailout funds can be used by the government to consume Clear Channel, who's in dire straits, else pass "Fairness Doctrine" legislation. In order to keep Limbaugh and Hannity from using the Sirius escape route, the government must take it over, too.

Either way, the common stock is worth zero, so this company is no longer an investment option. Unless, of course, you want to go short, but 10 cents isn't really worth it, in my view.]]> http://seekingalpha.com/article/116167-geithner-on-yuan-misstep-or-warning-shot?source=feed#comment-364080 364080
I don't understand why anyone believes that governments work on behalf of the people, they don't. They do the opposite in order to increase their control. Which is why this new administration here in this country would love to force China to appreciate their currency. A healthy dose of hyperinflation would put the U.S. government in full control of everything and ensure the death of capitalism.

Capitalism is the economic foundation that allows individuals to have a heavy stake in the government process, thus ensuring freedom. Without capitalism, governmental power is held by an elite few. Thus, the huge intertia favoring socialism over capitalism globally.]]> Fri, 23 Jan 2009 10:34:33 -0500
I don't understand why anyone believes that governments work on behalf of the people, they don't. They do the opposite in order to increase their control. Which is why this new administration here in this country would love to force China to appreciate their currency. A healthy dose of hyperinflation would put the U.S. government in full control of everything and ensure the death of capitalism.

Capitalism is the economic foundation that allows individuals to have a heavy stake in the government process, thus ensuring freedom. Without capitalism, governmental power is held by an elite few. Thus, the huge intertia favoring socialism over capitalism globally.]]> http://seekingalpha.com/article/114195-sirius-institutional-ownership-on-the-rise?source=feed#comment-353866 353866
Will all of you please look at the 13 cent stock price and just take your tax loss? The first step along the way to recovery is admitting you have a problem. Do it.]]> Mon, 12 Jan 2009 18:07:19 -0500
Will all of you please look at the 13 cent stock price and just take your tax loss? The first step along the way to recovery is admitting you have a problem. Do it.]]> http://seekingalpha.com/article/114058-cramming-down-on-whom?source=feed#comment-351090 351090 Fri, 09 Jan 2009 14:45:59 -0500 http://seekingalpha.com/article/98294-a-quick-look-at-henry-paulson?source=feed#comment-271940 271940
While at Goldman, Paulson made >70 trips to China, and it seemed to dovetail into his TNC work. In fact, Paulson was once co-Chair of TNC's Asia Pacific Council. And as Treasury Secretary, China has been a key element of Paulson's agenda, via the four "Strategic Economic Dialogues" held between the U.S. and China.

Therefore, his current work could very well be linked to China and his TNC past. ]]> Thu, 02 Oct 2008 15:34:10 -0400
While at Goldman, Paulson made >70 trips to China, and it seemed to dovetail into his TNC work. In fact, Paulson was once co-Chair of TNC's Asia Pacific Council. And as Treasury Secretary, China has been a key element of Paulson's agenda, via the four "Strategic Economic Dialogues" held between the U.S. and China.

Therefore, his current work could very well be linked to China and his TNC past. ]]> http://seekingalpha.com/article/87612-understanding-sirius-history-of-converts-may-ease-the-pain?source=feed#comment-217682 217682 Tue, 29 Jul 2008 15:38:22 -0400 http://seekingalpha.com/article/86718-financials-have-bottomed-readers-say-we-re-nuts?source=feed#comment-213217 213217 Thu, 24 Jul 2008 09:58:41 -0400 http://seekingalpha.com/article/84878-apple-sells-one-million-iphones-in-three-days?source=feed#comment-205996 205996 Tue, 15 Jul 2008 11:10:39 -0400 http://seekingalpha.com/article/84878-apple-sells-one-million-iphones-in-three-days?source=feed#comment-205415 205415 Mon, 14 Jul 2008 15:47:09 -0400 http://seekingalpha.com/article/84794-treasury-bailout-of-gses-laissez-faire-in-serious-jeopardy?source=feed#comment-204973 204973 Mon, 14 Jul 2008 08:13:26 -0400 http://seekingalpha.com/article/84253-the-disastrous-future-of-the-u-s?source=feed#comment-201252 201252 Wed, 09 Jul 2008 09:09:03 -0400 http://seekingalpha.com/article/82804-sirius-xm-combination-a-future-microsoft-acquisition?source=feed#comment-193669 193669 Thu, 26 Jun 2008 17:10:10 -0400 http://seekingalpha.com/article/82515-more-on-technical-analysis?source=feed#comment-193609 193609 Thu, 26 Jun 2008 15:36:43 -0400 http://seekingalpha.com/article/82457-sirius-satellite-radio-is-seriously-undervalued?source=feed#comment-192119 192119 Tue, 24 Jun 2008 17:41:20 -0400 http://seekingalpha.com/article/82457-sirius-satellite-radio-is-seriously-undervalued?source=feed#comment-192101 192101
Hey dolts, wake up: these companies are two years behind on the subscriber forecasts they gave the Street back in 2002, important because said forecasts were essential in order to justify the overwhelming debt load and burdensome opex structure each had deployed. On top of that, the fees that each are paying to offer the programming are so nosebleed-high that they're not generating any return on the investment. And when you have to give warrants, options, and shares to these programming sources in order to sustain the relationships, you're in deep trouble because it merely dilutes your earnings per share all the more. Geez, neither of these two companies is even operating cash flow positive, and you're investing in these companies? Are you that stupid?

The bottom line is that, no matter how much you love the service, XM and Sirius, combined, are roughly 5 to 7 million subscribers short of where they need to be to grow profitably. That's why the merger took place, duh? The combined entity will slash costs to the bone and pray that oil prices have peaked, because without new car sales, even the combined earnings model won't come to fruition. The simple truth is that there aren't enough subscribers to keep satellite radio going for very much longer.

If I were XM and Sirius, I'd plan to sell air time for ads just like every other radio station. They desperately need the extra revenue because, in this weakening economy, I can tell you that it makes no sense for subscribers to keep paying their satellite radio bill if they can't even afford to put gas in the car that's playing it. But that would kill the differentiation between satellite and terrestrial, you say? It's tough being a company that's struggling to survive. Now go sell your shares before you lose your shirts.]]> Tue, 24 Jun 2008 17:20:27 -0400
Hey dolts, wake up: these companies are two years behind on the subscriber forecasts they gave the Street back in 2002, important because said forecasts were essential in order to justify the overwhelming debt load and burdensome opex structure each had deployed. On top of that, the fees that each are paying to offer the programming are so nosebleed-high that they're not generating any return on the investment. And when you have to give warrants, options, and shares to these programming sources in order to sustain the relationships, you're in deep trouble because it merely dilutes your earnings per share all the more. Geez, neither of these two companies is even operating cash flow positive, and you're investing in these companies? Are you that stupid?

The bottom line is that, no matter how much you love the service, XM and Sirius, combined, are roughly 5 to 7 million subscribers short of where they need to be to grow profitably. That's why the merger took place, duh? The combined entity will slash costs to the bone and pray that oil prices have peaked, because without new car sales, even the combined earnings model won't come to fruition. The simple truth is that there aren't enough subscribers to keep satellite radio going for very much longer.

If I were XM and Sirius, I'd plan to sell air time for ads just like every other radio station. They desperately need the extra revenue because, in this weakening economy, I can tell you that it makes no sense for subscribers to keep paying their satellite radio bill if they can't even afford to put gas in the car that's playing it. But that would kill the differentiation between satellite and terrestrial, you say? It's tough being a company that's struggling to survive. Now go sell your shares before you lose your shirts.]]>