dayworker

RBC, Barclays Weigh In on Sirius

Income(with growth) vs. costs and debt based on assets values means
sp will only move up if equity buyers feel confident management has a
business model that will work. If management is incompetent then,
both in operating and programing, the restructuring of debt will over
burden the company in the long run. The ps moves now between the
players for shorts and quick shots is basically gunfight at the ok corral.
They shoot at you and you at them. If you see their bullets coming you'll
make it. If your timing is off, whack, you got shot.

Sirius: A Deeper Look at the Liberty Deal

Debt vs. income(with growth), based on assets values, will determine
the future ps value if the market feels confident management can
operate the company competently. Making deals to restructure debt
is a positive as long as the operating of the company does not
undermine the forward momentum.