siriusly depressed

Sirius XM's Subscriber Numbers Grow, Despite Economy

EXACTLY,,,,,,AND, by the way, not only did they ONLY lose 100k self pay subs, they did NOTHING to try to INCREASE self pay subs. no advertizing / marketing at all.....pretty amazing they only lost 100k.


On May 10 07:36 PM relmar2003 wrote:

> Actually self pay subs, the only relevant measure, went from 15.5
> to 15.4 million from Q4 to Q1. In the worst financial environment
> in our lifetimes. Sounds extremely bullish for the future to me.
> 100k loss from all the mad XM customers, raising rates.. and you
> lose 100k permenant subs. WOW. Very encouraging. I can emphasis enough
> how encouraging that is. We dont even have the power of the Apple
> apps even in play yet.
> Let this sink in doubters. ITS A MONOPOLY. IT HAS THE BEST DELIVERY
> SYSTEM IN MEDIA. LOL Let that sink in....

Sirius XM Slapped with Downgrade from Moody's

Cos, Relmor,

I thought I had a very clear understanding of how the MFFAIS site worked.

I just spent 20 minutes trying to prove that those shares were not bought on 12/23 and I couldn't do it. I'm now very confused as to how that site works. It doesn't seem to be an easy and consistent way to get reliable information.

I apologize for jumping on you guys so hard. I think you two are the straightest shooters on here. But with all of "who done it" conspiracy theories, for a second I thought I cought you two colaberating on some BS reporting.

I'll now go back to shutting up....

Sirius XM Slapped with Downgrade from Moody's

Cos,

How can you report institutional buys like that??????????

I KNOW, that YOU KNOW that those are SEC filing dates on that MFFAIS site. That 15 million share "stocking stuffer" as you called it, is what that California fund is reporting from the 1st Q of 2006!!!!!!!!!!!!

And Relmor, I know that you know it too............Did it slip your mind when you congradulated Cos for that "nice catch"??????????

You both got some explaining to do or I say you're both full of shit!!!!!!!

Clarifying Sirius XM Reverse Split Issue

Thanks Cos,,,,

Some more irony for you.....Since all of us crazy SIRI holders turned so bad on Cramer, I don't suppose he'd take an apology and tell us what to do now???

Clarifying Sirius XM Reverse Split Issue

Cos,

Without knowing the details, you pretty much answered my question.

So the best thing would be, as you said, restructuring of the bad debt, this years and 2013, to eliminate the short shares.

The bad thing would be just paying the Feb debt (or all of 09' debt for that matter) because the 2013 bonds are still there with shares lent for shorting.

So, I can now understand how the sp is where it is.......................

All of the positive news, like sub numbers, revenue, synergies, auto's are all great. But even if they ALL came in better than expected for SIRI, they could still be in trouble due to the debt....... 1st because we're really talking about over $3 billion and not $1 billion, and more importantly, 2nd because of how that debt is structured.....Insane interest rate payments, lent shares for shorting,,,,,,,,,all of the debt is structured so that the holders are rooting for the company to fail. They've already made their money back on the shorted shorted shares, now it's a gamble to see if they can take the company down and own it for themselves. Our arguement is how great this company is, how could the sp be so low??? EXACTLY, that's why they're trying so hard to kill it, because they know how great it is too and they want it......

Especially in this credit market and economy,,,,It's like their hunting a blind deer with 3 legs.....................

The amount of dilution and rs are the least of our worries. If the bonds that have shares to short are still there after, we're done....

I hope Mel is working on the 1 in a million shot at restructuring all the debt as you said Cos. If not, we're in trouble. I believe he is. I now see the monumental task in front of him. I also see how HUGE of an achievment this would be for him..........Just enough of a challenge to pump his ego and put an exclamation point on his career......

One more clarification Cos,

I was under the impression that once the shorted shares were sold to cover that they were dead and couldn't be used??? Is that true?

Also, I thought that the holders of those short shares had to go long with them when they were done????

Clarifying Sirius XM Reverse Split Issue

Cos,

I think what bush did should tell everyone that the big 3 will not be allowed to fail...1st, There's no way Bush did what he did without having talks with Obama and his people. 2nd, The government isn't going to throw $17b at them and then let them go down. I agree that the final outcome is very unclear, but it should be very clear that there will be an outcome for the auto's.....

I'm in complete disbelief,,,,, .11 Someone please make sense of this stock price without regirgitating the same theoretical crap. It's at .11 fregin cents and everyone is business as usual like nothing's wrong....The company has got to have at least $500m in COH and it shouldn't be a secret to anyone..........They'r... hitting on every expectation that's out there,,$2.7b in revenue next year,,,,documented synergy savings,,19mil subs,,,,,,,,and they have a $407m cap???????

Cos, once again, logic does not apply here. So, please help me go over a few worst case scenarios......

Question first, do you know where and how many of the shares being used to short apply to what debt? Meaning, if they pay off Feb debt, vs. all of 09' debt, vs. the debt due in 2013. how many of the shares used to short get taken out?

I ask because, the worst case scenario seems to be a massive dilution and reverse split with the sp being attacked by the shorts again. What does or doesn't have to happen to some or all of the debt for this to happen or not happen?

Clarifying Sirius XM Reverse Split Issue

Cos,

You seem to be in a good mood today.

You're not bothered that the sp is where it is after the auto's get the go ahead that tells them they will not be allowed to fail, the guidance for SIRI is on track, JP morgan is in on talks, $100m reduction in loss (or 33%), Nasdaq extends delisting,,,,,,,,,,I think I can come up with more good news if i thought about it.......

$0.116 per share............ i don't get it.............well let me rephrase that, I understand everyone is scared of the rs,,,,,but a $407m cap?????

It doesn't matter what the sp is or how many shares are out,,,,,,,$407m cap doesn't make sense...........

Can the Sirius XM Shareholders Rescue the Company?

Good to see you cos,

"it's going"

I couldn't stay quiet any longer...................

I like your idea of paying the feb debt in cash.........1st....th... still will not say how much COH they have???? It's got to be over $500M...2nd..that is probably the only play that will put some fear in the shorts.....3rd..it is exactly what everyone is saying they CAN NOT do,,,,pay debt!!!! Are they really willing to part with the cash though????

What do you think the next play is?? Anything before Jan 1??

Can the Sirius XM Shareholders Rescue the Company?

ok genius,,,,,,

If they do as your "facts" say and dilute to pay off debt,,,,,,,,,THEN, the bond holders will be paid off eliminating the shorts...........SO,,,... coing to continuing shorting it as you say??????????????

Can the Sirius XM Shareholders Rescue the Company?

Yea, where is Killer & cos for that matter,

There's just a bunch of bull shit running crazy on this board. None of you know anything.................

Bababooie has a great line up of points and seems to have it all figured out until you see that he isn't smart enough to realize the math on a 1 to 50 split. Not only bad math, but then he creats an arguement supporting the bad math.....................

Mogami has it all figured out too.............where were you on the short strategty 4 months ago.................If you really think they'll do a 1 for 50 split your dumber that you sound....................

Can the Sirius XM Shareholders Rescue the Company?

That's great mogami, but if so, at some point the market cap will be only a few hundred million and the company will be making money......

Something will have to change somehow.

Can the Sirius XM Shareholders Rescue the Company?

Relmer, I agree with you. But why are the shorts not heading out??

I also agree that we will see the dilution soon and maybe never see a split.

Are the shorts waiting for the dilution to see what it does to the stock?

What do you see the market cap at after Q4 report?

thx.

Open Letter to Sirius XM: Take Us Listeners into Consideration

I just saw something on Sirius Buzz that Tyler wrote today saying that a "NON VOTE" is a "NO VOTE" for dilution and split..........

Funny how that info comes out at the 11th hour.....................

Hedge Fund Tracking: Shumway Capital Partners (Chris Shumway), Q3 2008

I just saw something on Sirius Buzz that Tyler wrote today saying that a "NON VOTE" is a "NO VOTE" for dilution and split..........

Funny how that info comes out at the 11th hour.....................

Analysts' Zero is the New 'Buy'

I just saw something on Sirius Buzz that Tyler wrote today saying that a "NON VOTE" is a "NO VOTE" for dilution and split..........

Funny how that info comes out at the 11th hour.....................