WellThisMightBeSIRIUS?'s Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/261094/comments http://seekingalpha.com/article/105736-sirius-finally-provides-wall-street-the-clarity-it-demanded?source=feed#comment-305562 305562 Commented on:
Finally Some Good News for Sirius Shareholders

I will say this again for those who have been trying to ignore me.....

If we vote YES to the distribution of shares AND the RS..... (No matter how much you guys think it is the wrong thing to do)

-- The company will be able to pay off it's debt with out getting into another DEBT DEAL with another bank... (It will be SCOTT FREE!)

-- Then SIRI RS... The price goes up to about $5 - $10 /S....

Now I know you guys will bombard me with
"IT WILL BE SHORTED BACK TO NOTHING" or....
"IT WILL DESTROY THE LONG INVESTORS!"
But hear me out.....

Now with a SIRI/XM that is debt free....
Trading around $5 - $10 / Share
A shit load fewer shares outstanding
Positive cash flow that we are so close to getting
And increasing subscriber base....

A.) What makes you think that there will be people who even DARE to TRY to short this stock back down....

B.) What makes you think that this stock will not rise to the occasion ???


(I truly believe this stock can easily survive a RS... There are so many shares outstanding for the size of this company that it makes sense even w/o this share price)


----------------------... LONG SIRI ----------------------... ]]> Thu, 13 Nov 2008 17:03:44 -0500 Commented on:
Finally Some Good News for Sirius Shareholders

I will say this again for those who have been trying to ignore me.....

If we vote YES to the distribution of shares AND the RS..... (No matter how much you guys think it is the wrong thing to do)

-- The company will be able to pay off it's debt with out getting into another DEBT DEAL with another bank... (It will be SCOTT FREE!)

-- Then SIRI RS... The price goes up to about $5 - $10 /S....

Now I know you guys will bombard me with
"IT WILL BE SHORTED BACK TO NOTHING" or....
"IT WILL DESTROY THE LONG INVESTORS!"
But hear me out.....

Now with a SIRI/XM that is debt free....
Trading around $5 - $10 / Share
A shit load fewer shares outstanding
Positive cash flow that we are so close to getting
And increasing subscriber base....

A.) What makes you think that there will be people who even DARE to TRY to short this stock back down....

B.) What makes you think that this stock will not rise to the occasion ???


(I truly believe this stock can easily survive a RS... There are so many shares outstanding for the size of this company that it makes sense even w/o this share price)


----------------------... LONG SIRI ----------------------... ]]> http://seekingalpha.com/article/105736-sirius-finally-provides-wall-street-the-clarity-it-demanded?source=feed#comment-305556 305556 Thu, 13 Nov 2008 16:59:14 -0500 http://seekingalpha.com/article/105736-sirius-finally-provides-wall-street-the-clarity-it-demanded?source=feed#comment-305555 305555 ]]> Thu, 13 Nov 2008 16:58:48 -0500 ]]> http://seekingalpha.com/article/105736-sirius-finally-provides-wall-street-the-clarity-it-demanded?source=feed#comment-305434 305434
Ha, it's funny because you and cos have been explaining that plan with numbers and everything this whole time....l And there you explained it in 2 sentences and now I understand it better : P

I see how your plan works out.... And I know that you and cos and many others have the same idea... so that's cool... Thanks for the clarity !
]]> Thu, 13 Nov 2008 14:56:58 -0500
Ha, it's funny because you and cos have been explaining that plan with numbers and everything this whole time....l And there you explained it in 2 sentences and now I understand it better : P

I see how your plan works out.... And I know that you and cos and many others have the same idea... so that's cool... Thanks for the clarity !
]]> http://seekingalpha.com/article/105736-sirius-finally-provides-wall-street-the-clarity-it-demanded?source=feed#comment-305375 305375
President bush is speaking.... Look at the DOW go!]]> Thu, 13 Nov 2008 14:02:22 -0500
President bush is speaking.... Look at the DOW go!]]> http://seekingalpha.com/article/105736-sirius-finally-provides-wall-street-the-clarity-it-demanded?source=feed#comment-305373 305373
( When it would most likely not be on our terms)]]> Thu, 13 Nov 2008 14:01:21 -0500
( When it would most likely not be on our terms)]]> http://seekingalpha.com/article/105736-sirius-finally-provides-wall-street-the-clarity-it-demanded?source=feed#comment-305369 305369
If Mel refinances
(Especially now when it would not most likely not be on our terms)
What would stop analysts and investors from posting about the new debt SIRI got itself into. And by doing that, keeping this stock this low???]]> Thu, 13 Nov 2008 13:59:42 -0500
If Mel refinances
(Especially now when it would not most likely not be on our terms)
What would stop analysts and investors from posting about the new debt SIRI got itself into. And by doing that, keeping this stock this low???]]> http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-305363 305363 Thu, 13 Nov 2008 13:54:50 -0500 http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304429 304429 Wed, 12 Nov 2008 16:00:36 -0500 http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304425 304425 Wed, 12 Nov 2008 15:57:43 -0500 http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304423 304423 Wed, 12 Nov 2008 15:55:54 -0500 http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304420 304420 Wed, 12 Nov 2008 15:55:04 -0500 http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304418 304418
And why would you short a company with

- Positive Cash flow
- Growing Subscriber Base (Where other media Companies are losing)
- No Debt
And all this in the worst Financial Crisis EVER!!! Imagine what would happen in even modest market conditions....]]> Wed, 12 Nov 2008 15:54:03 -0500
And why would you short a company with

- Positive Cash flow
- Growing Subscriber Base (Where other media Companies are losing)
- No Debt
And all this in the worst Financial Crisis EVER!!! Imagine what would happen in even modest market conditions....]]> http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304414 304414
They are not the same thing.... SIRI can distribute shares w/o RS.....

Thats what i'm trying to say SIRI can double the amount of shares, and the SP will only "Technically" go down to .14 (Doesn't seem like that big of a drop).... Then use the money raised to pay off debt....

Now a debt free SIRI will have no Analysts stabbing them in the throat saying
"You will never be able to pay debt off because you dont make money"
With the debt settled I dont see how the SP would stay at $0.14.....

P.S. in my scenario, I would buy as many shares as i could at .14 to average down at the cheapest price before it begins to recover....]]> Wed, 12 Nov 2008 15:51:51 -0500
They are not the same thing.... SIRI can distribute shares w/o RS.....

Thats what i'm trying to say SIRI can double the amount of shares, and the SP will only "Technically" go down to .14 (Doesn't seem like that big of a drop).... Then use the money raised to pay off debt....

Now a debt free SIRI will have no Analysts stabbing them in the throat saying
"You will never be able to pay debt off because you dont make money"
With the debt settled I dont see how the SP would stay at $0.14.....

P.S. in my scenario, I would buy as many shares as i could at .14 to average down at the cheapest price before it begins to recover....]]> http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304398 304398 Wed, 12 Nov 2008 15:33:53 -0500 http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304395 304395
recover bacIf the stock was going to k above a $1 (w/o RS) SIRI has to unload this debt..... if the SP was going to go above a dollar from here... What makes you think it wouldn't recover from .14 with NO DEBT ????]]> Wed, 12 Nov 2008 15:32:29 -0500
recover bacIf the stock was going to k above a $1 (w/o RS) SIRI has to unload this debt..... if the SP was going to go above a dollar from here... What makes you think it wouldn't recover from .14 with NO DEBT ????]]> http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304390 304390
Because that's simply what a refinance would be... We would be exchanging this debt for other debt.... And why do you think analysts would let go of the stock then.... They wouldn't until the debt was gone....

If they extend the debt to the shareholders, instead of the bank.... It would be like us giving a loan, and then recieving the interest back as a profit..... ]]> Wed, 12 Nov 2008 15:25:27 -0500
Because that's simply what a refinance would be... We would be exchanging this debt for other debt.... And why do you think analysts would let go of the stock then.... They wouldn't until the debt was gone....

If they extend the debt to the shareholders, instead of the bank.... It would be like us giving a loan, and then recieving the interest back as a profit..... ]]> http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304384 304384
And that fact that Mel has been spending money wildly for the past 4 years can't really be relied upon for evidence anymore because those 4 years he was spending money in competition with XM... Now with both companies combined that avenue to burn money isn't there anymore... ]]> Wed, 12 Nov 2008 15:15:05 -0500
And that fact that Mel has been spending money wildly for the past 4 years can't really be relied upon for evidence anymore because those 4 years he was spending money in competition with XM... Now with both companies combined that avenue to burn money isn't there anymore... ]]> http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304370 304370 Wed, 12 Nov 2008 15:01:54 -0500 http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304328 304328
So I would be willing to lose a litte more of my investment and gain 30x that much back later because we don't have a bank loan to pay back....]]> Wed, 12 Nov 2008 14:26:54 -0500
So I would be willing to lose a litte more of my investment and gain 30x that much back later because we don't have a bank loan to pay back....]]> http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304325 304325
And last but not least, SIRI is looking to beat their own estimates on Net Subscribers added for the year.....

So in conclusion to my theory... If you unload the debt onto the shareholder temporarily... Given the forward sight of SIRI and the forward looking #'s ... the shareholders would easily be able to gain all that back with the share price after that.....
]]> Wed, 12 Nov 2008 14:24:45 -0500
And last but not least, SIRI is looking to beat their own estimates on Net Subscribers added for the year.....

So in conclusion to my theory... If you unload the debt onto the shareholder temporarily... Given the forward sight of SIRI and the forward looking #'s ... the shareholders would easily be able to gain all that back with the share price after that.....
]]> http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304321 304321 www.bloggingstocks.com.../

I don't like how analyst and people in general say the shareholder would be wiped out is the debt was unloaded onto them.....

The truth is that they would not.... In fact (In this case) I think it would be better to unload the debt onto us for the time being..... Here is my thinking.....

If SIRI turned the upcoming debt onto the shareholders (It doesn't have the be all of it), then that would be doing the same thing as a refinance, except, When analyst look at a debt sheet they see NOTHING, No loans to banks that need to be paid off, No converts that need to be handled, they essentially see nothing.... That's a big posotive for the common shareholder!!!

Then... With SIRI looking POSITIVE CASHFLOW ]]> Wed, 12 Nov 2008 14:22:21 -0500 www.bloggingstocks.com.../

I don't like how analyst and people in general say the shareholder would be wiped out is the debt was unloaded onto them.....

The truth is that they would not.... In fact (In this case) I think it would be better to unload the debt onto us for the time being..... Here is my thinking.....

If SIRI turned the upcoming debt onto the shareholders (It doesn't have the be all of it), then that would be doing the same thing as a refinance, except, When analyst look at a debt sheet they see NOTHING, No loans to banks that need to be paid off, No converts that need to be handled, they essentially see nothing.... That's a big posotive for the common shareholder!!!

Then... With SIRI looking POSITIVE CASHFLOW ]]> http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304199 304199
But yet they still have shares....

Boggles My Mind]]> Wed, 12 Nov 2008 12:44:49 -0500
But yet they still have shares....

Boggles My Mind]]> http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304197 304197
We can contribute more if we just buy shares in SIRI]]> Wed, 12 Nov 2008 12:43:07 -0500
We can contribute more if we just buy shares in SIRI]]> http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-304164 304164 Wed, 12 Nov 2008 12:20:01 -0500 http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-303984 303984
We have to vote Yes to a RS in December because in January when the NASDAQ listing requirments are in effect again Mel has to prove that he has a plan to get the stock back above a $1 right then and there in order for NASDAQ to allow the extension.....

So all in all we have to vote Yes so Mel can state this to NASDAQ or we don't get the extension
]]> Wed, 12 Nov 2008 10:09:43 -0500
We have to vote Yes to a RS in December because in January when the NASDAQ listing requirments are in effect again Mel has to prove that he has a plan to get the stock back above a $1 right then and there in order for NASDAQ to allow the extension.....

So all in all we have to vote Yes so Mel can state this to NASDAQ or we don't get the extension
]]> http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-303981 303981 Wed, 12 Nov 2008 10:07:12 -0500 http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-303927 303927 Wed, 12 Nov 2008 09:25:05 -0500 http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-303926 303926 Wed, 12 Nov 2008 09:24:40 -0500 http://seekingalpha.com/article/105499-analysts-weigh-in-on-sirius-first-quarter-as-a-merged-company?source=feed#comment-303923 303923
Your 4 comments in the past and your current comment predicting the BK of SIRI is highly valued on this board... We appreciate all of your facts you have given to concur with your "opinion" even though many of us have given thousands of reasons why SIRI has the best chance or no chance to file BK....

So just tell me again SIRI will file BK and ill believe you, I haven't believed any of the other idiots that come on here and point blank said " SIRI WILL FILE FOR BK IT WAS THEIR PLAN, I TOLD YOU SO" ,, but you my friend, I will believe!!!!!! : D : D : D]]> Wed, 12 Nov 2008 09:22:37 -0500
Your 4 comments in the past and your current comment predicting the BK of SIRI is highly valued on this board... We appreciate all of your facts you have given to concur with your "opinion" even though many of us have given thousands of reasons why SIRI has the best chance or no chance to file BK....

So just tell me again SIRI will file BK and ill believe you, I haven't believed any of the other idiots that come on here and point blank said " SIRI WILL FILE FOR BK IT WAS THEIR PLAN, I TOLD YOU SO" ,, but you my friend, I will believe!!!!!! : D : D : D]]>