A Rare Opportunity to Gain Inside Perspective on Liberty's Sirius Investment [View article]
burnout...
thanks for the background on Stathis.
And I guess SA doesn't want to answer my question. Why on earth would his nutty rant be the only article (or now as you say any of his articles) that doesn't allow comments..and yet the article somehow gets to stand like it's some pristine gospel? A bit slanted if not censored. whatever.
A Rare Opportunity to Gain Inside Perspective on Liberty's Sirius Investment [View article]
Seeking Alpha...
I am curious about why no one can comment on Mike Stathis's crummy self-absorbed and aggrandizing assesment article about SiriusXM? How can he be allowed to throw out there to the public such a one-sided opinion of sour grapes and not have any counterparties? It seems like he is either being protected or SA is taking a swipe at the company by censoring any rebuttal. Wondering if SA has a response to my inquiry. Thank you.
Just as an add.. several of us remain in this equity for two basic reasons. 1. It's kind of gotten a little personal. I feel Mel has taken something from me and I want it back...FROM HIM. Thus I will shadow and strategize him until I am at least satisfied enough. And 2. We are still waiting for the final crescendo of this whole '09 debt mess..which continues now since Aug 1. Mel keeps dragging this out but until that's resolved and I see what happens to this SP, I will be here with baited breath, again, strategizing and working on recouping my funds. Call it completing a job started with good intentions. Walking away before it's over doesn't work in my book. Then when it's over, no way will I ever give Mel the time of day I do now. I will still keep my eye on him but not to such a daily extent. I don't think he believes it but he owes his shareholders something. And we most certainly want what he owes us..
From that POV, agreed..knowledge is power. I just think it's easy for some who don't understand those filings to think they actually have any influence on this SP at this stage. Appreciate your input...
Thanks for the link...yeah, that's exactly what I just predicted a little earlier based on todays insider disposal filings. No way would they do this less than 3 weeks out. I figured mid March also. Always good to have the letter of the law handy. Of course since we now know Mels nickname (11th Hour Mel), it will be reported exactly 74 3/4 days from Dec 31. LOL
I agree with your prediction. We may not close with a 6 handle but will see it intraday this week, then we'll pop. Hey, these guys have wanted to go lower since Nov but there was too much positive static and short covering going on. As said, now that we're down here, the lower we can go the better in the next few days. Then maybe some of these managers will believe in it as a bottom for a while. I see March being a pretty good market month then a turn back down in April.
IMHO, mffais means nothing at this stage. Whatver Funds might still be holding or buying or selling have no effect on the movement of the SP. we've been watching these numbers now since about November and what have they really taught us? Answer: that they mean nothing, buy hold or sell. This SP is all about the debt and will be tangled up with that debt load until 2014. No two ways around it.. .13, and that we've already seen .04 during the BK threat, says it all. Everyone has seen how going lower works and why. CHTR shows you what is beyond what we saw 10 days ago...although they are in their purgatory cause they announced BK but won't be actually doing it until April 1. Once they do and are delisted to Pinks, they will move a little bit more than their daliy pergatory currently (and SIRI wouldn't go through that exact fate--although I also belive we've heard the last of BK frm SIRI for a while). But again, I personally think mffais means jack at this point. You also wouldn't use the info to determine if SIRI is a LT play. Cause it's not considering they'll be reversing this year. I'm afraid that SIRI SP is in the hands of traders and shorts for the forseeable future--Mel has allowed that to be the case. Best way to play it, is forget about things like mffais and play the pops and drops as they happen in real time. That's the best return at this stage...JMHO...
A general comment. Say what you want about SIRI, but now as we look around we find ourselves closed lower on the Dow now than even any intraday October or November low. S&P didn't quite take out October lows but it's damn close. This is actually a good thing IMHO. How long have we been putting up with "is the bottom in?" bs. Now, we can put in the freaking bottom and move on. My held portfolio is back to Oct/Nov levels. There are few places to hide if you're in. Otherwise you're in cash and doing nothing either.
Obama admin has done nothing but exhibit lack of leadership. Notice not one speech he gives has any hope to it. He started his little ass-kicker pesona as soon as he was sworn in--typical bait and switch candidate. Be all nicey nice and hopeful in the campaign, then turn into Mr. Hyde in office. This Geitner is invisible. He reminds me a of a little punk kid compared to Paulson's man presence. I didn't think it could get worse than Paulson, but sadly, I'd rather have him back. At least he had presence and instilled a litle fear that he might kick your ass. This Geitner looks like a scared little puppy. WTF?? But in general, I was right. Obama thinks he's Abraham Lincoln and everything he does, he makes it like it's all for the "little guy." Well, nothing wrong with helping the middle class but ignoring the big boys does nothing for everyone since they are the big boys and pretty much run the financial world. Obama thinks he going to overhaul everything at once and in doing so, he's not addressing the most important issues first. He's already talking about raising taxes. someone's got to teach this guy pacing and timing. More bad timing. And someone's also got to tell him to stop pretending he's Abraham Lincoln. He's not and far from it. If anything he a wannabe and a pretender. Not to mention telling his TS to get the F in front of the cameras more with substance but also learn how to put a spin of hope on his speeches. Why does he think all his tough talk and continuing to slap everybody in the face everyday is the way to go?
I wouldn't worry with so many disposing. It also tips us that the Q/K is still a little ways off. Which jives with the fact that they announce the date about 2wks ahead of time. Officers have to be well outside a report release to transact shares.
What I like is they all transacted down here. LMAO! Also must mean they know SP won't be permanantly correcting much higher anytime soon..which is why we have to trade and play EVERY pop....
I see 6...so most likely expirations since so many at this SP. Interesting one guy got a penny better than the rest LOL. Must also mean the Q/K report is a ways off yet. I would guess mid March.
President, Sales & Operations 92343 (1) D $0.12 EVP, General Counsel & Sec. 60938 (1) D $0.12 EVP & Chief Admin. Officer 89183 (1) D $0.13 Pres., Entertainment & Sports 86346 (1) D $0.12 EVP and CFO 61203 (1) D $0.12 SVP and Corporate Controller 8165 (1) D $0.12
My take is MM's are going for a lull here to suck in traders who think SP has stablized. This has been a very dependable pattern for them last 6 months. Then when time is right, they'll take it down maybe to .10/bounce it around between there and here. Not too heavy a short play here either cause they know with Mel on his next 11th hour schedule of 4/14, there's little to be gained now. MSM has backed off also 'til then. Shorts will heat up again like last of March/1st week of April when MSM starts next hate campaign...
A Rare Opportunity to Gain Inside Perspective on Liberty's Sirius Investment [View article]
thanks for the background on Stathis.
And I guess SA doesn't want to answer my question. Why on earth would his nutty rant be the only article (or now as you say any of his articles) that doesn't allow comments..and yet the article somehow gets to stand like it's some pristine gospel? A bit slanted if not censored. whatever.
A Rare Opportunity to Gain Inside Perspective on Liberty's Sirius Investment [View article]
I am curious about why no one can comment on Mike Stathis's crummy self-absorbed and aggrandizing assesment article about SiriusXM? How can he be allowed to throw out there to the public such a one-sided opinion of sour grapes and not have any counterparties? It seems like he is either being protected or SA is taking a swipe at the company by censoring any rebuttal. Wondering if SA has a response to my inquiry. Thank you.
RBC, Barclays Weigh In on Sirius [View article]
Just as an add.. several of us remain in this equity for two basic reasons. 1. It's kind of gotten a little personal. I feel Mel has taken something from me and I want it back...FROM HIM. Thus I will shadow and strategize him until I am at least satisfied enough. And 2. We are still waiting for the final crescendo of this whole '09 debt mess..which continues now since Aug 1. Mel keeps dragging this out but until that's resolved and I see what happens to this SP, I will be here with baited breath, again, strategizing and working on recouping my funds. Call it completing a job started with good intentions. Walking away before it's over doesn't work in my book. Then when it's over, no way will I ever give Mel the time of day I do now. I will still keep my eye on him but not to such a daily extent. I don't think he believes it but he owes his shareholders something. And we most certainly want what he owes us..
RBC, Barclays Weigh In on Sirius [View article]
well said...
RBC, Barclays Weigh In on Sirius [View article]
From that POV, agreed..knowledge is power. I just think it's easy for some who don't understand those filings to think they actually have any influence on this SP at this stage. Appreciate your input...
RBC, Barclays Weigh In on Sirius [View article]
Thanks for the link...yeah, that's exactly what I just predicted a little earlier based on todays insider disposal filings. No way would they do this less than 3 weeks out. I figured mid March also. Always good to have the letter of the law handy. Of course since we now know Mels nickname (11th Hour Mel), it will be reported exactly 74 3/4 days from Dec 31. LOL
I agree with your prediction. We may not close with a 6 handle but will see it intraday this week, then we'll pop. Hey, these guys have wanted to go lower since Nov but there was too much positive static and short covering going on. As said, now that we're down here, the lower we can go the better in the next few days. Then maybe some of these managers will believe in it as a bottom for a while. I see March being a pretty good market month then a turn back down in April.
Don't forget to take your protein pills...
RBC, Barclays Weigh In on Sirius [View article]
IMHO, mffais means nothing at this stage. Whatver Funds might still be holding or buying or selling have no effect on the movement of the SP. we've been watching these numbers now since about November and what have they really taught us? Answer: that they mean nothing, buy hold or sell. This SP is all about the debt and will be tangled up with that debt load until 2014. No two ways around it.. .13, and that we've already seen .04 during the BK threat, says it all. Everyone has seen how going lower works and why. CHTR shows you what is beyond what we saw 10 days ago...although they are in their purgatory cause they announced BK but won't be actually doing it until April 1. Once they do and are delisted to Pinks, they will move a little bit more than their daliy pergatory currently (and SIRI wouldn't go through that exact fate--although I also belive we've heard the last of BK frm SIRI for a while). But again, I personally think mffais means jack at this point. You also wouldn't use the info to determine if SIRI is a LT play. Cause it's not considering they'll be reversing this year. I'm afraid that SIRI SP is in the hands of traders and shorts for the forseeable future--Mel has allowed that to be the case. Best way to play it, is forget about things like mffais and play the pops and drops as they happen in real time. That's the best return at this stage...JMHO...
RBC, Barclays Weigh In on Sirius [View article]
A general comment. Say what you want about SIRI, but now as we look around we find ourselves closed lower on the Dow now than even any intraday October or November low. S&P didn't quite take out October lows but it's damn close. This is actually a good thing IMHO. How long have we been putting up with "is the bottom in?" bs. Now, we can put in the freaking bottom and move on. My held portfolio is back to Oct/Nov levels. There are few places to hide if you're in. Otherwise you're in cash and doing nothing either.
Obama admin has done nothing but exhibit lack of leadership. Notice not one speech he gives has any hope to it. He started his little ass-kicker pesona as soon as he was sworn in--typical bait and switch candidate. Be all nicey nice and hopeful in the campaign, then turn into Mr. Hyde in office. This Geitner is invisible. He reminds me a of a little punk kid compared to Paulson's man presence. I didn't think it could get worse than Paulson, but sadly, I'd rather have him back. At least he had presence and instilled a litle fear that he might kick your ass. This Geitner looks like a scared little puppy. WTF?? But in general, I was right. Obama thinks he's Abraham Lincoln and everything he does, he makes it like it's all for the "little guy." Well, nothing wrong with helping the middle class but ignoring the big boys does nothing for everyone since they are the big boys and pretty much run the financial world. Obama thinks he going to overhaul everything at once and in doing so, he's not addressing the most important issues first. He's already talking about raising taxes. someone's got to teach this guy pacing and timing. More bad timing. And someone's also got to tell him to stop pretending he's Abraham Lincoln. He's not and far from it. If anything he a wannabe and a pretender. Not to mention telling his TS to get the F in front of the cameras more with substance but also learn how to put a spin of hope on his speeches. Why does he think all his tough talk and continuing to slap everybody in the face everyday is the way to go?
RBC, Barclays Weigh In on Sirius [View article]
I wouldn't worry with so many disposing. It also tips us that the Q/K is still a little ways off. Which jives with the fact that they announce the date about 2wks ahead of time. Officers have to be well outside a report release to transact shares.
What I like is they all transacted down here. LMAO! Also must mean they know SP won't be permanantly correcting much higher anytime soon..which is why we have to trade and play EVERY pop....
RBC, Barclays Weigh In on Sirius [View article]
I see 6...so most likely expirations since so many at this SP. Interesting one guy got a penny better than the rest LOL. Must also mean the Q/K report is a ways off yet. I would guess mid March.
President, Sales & Operations 92343 (1) D $0.12
EVP, General Counsel & Sec. 60938 (1) D $0.12
EVP & Chief Admin. Officer 89183 (1) D $0.13
Pres., Entertainment & Sports 86346 (1) D $0.12
EVP and CFO 61203 (1) D $0.12
SVP and Corporate Controller 8165 (1) D $0.12
RBC, Barclays Weigh In on Sirius [View article]
Uh oh...Breaking AIG news might just take it lower! Needs more money to keep it running past next Monday....
RBC, Barclays Weigh In on Sirius [View article]
My take is MM's are going for a lull here to suck in traders who think SP has stablized. This has been a very dependable pattern for them last 6 months. Then when time is right, they'll take it down maybe to .10/bounce it around between there and here. Not too heavy a short play here either cause they know with Mel on his next 11th hour schedule of 4/14, there's little to be gained now. MSM has backed off also 'til then. Shorts will heat up again like last of March/1st week of April when MSM starts next hate campaign...
RBC, Barclays Weigh In on Sirius [View article]
I'm showing .1296 low
RBC, Barclays Weigh In on Sirius [View article]
RBC, Barclays Weigh In on Sirius [View article]
Could you have been looking at the Feb 26 2008 cast still up on IR? I don't don't see any announcement yet on Q4...