lmaze

Intrinsic Value Investing: Recognizing Potentially Mispriced Stocks

Boys take a gander at the Barron's tech trader post. What a bunch of front runners

Intrinsic Value Investing: Recognizing Potentially Mispriced Stocks

Rel: I would bet that that 15% interest rate gets modified somwwhere down the road too, why would Malone hurt a company that he now has 40% of?

Mel really pulled it off, and I would bet he's not done, I hope that the 30 million for "general corporate purposes" is going to be used to sign radio talent, on a regional basis to develop and maintain subscribers. Remember Howard's original deal called for THREE channels not two, there are some very well known regional DJ's out of work because free radio is dead. Just some thoughts, remember Mel said on Kramer that if you bet against us you will pay...

I wish I could consult the marketers at Sirius, now I know the way Cos feels when he says he could advise the finance department at Sirius.

Intrinsic Value Investing: Recognizing Potentially Mispriced Stocks

Rel: I read the deal the same way too. I also believe you are right about the dilution, it is already priced in, now we can concentrate on Churn, 4th Q numbers and 1st quarter guidance, and I also believe that our numbers will meet or exceed estimates.

I wonder a little about the pricing of the preferred stock when they convert and do you think that they will R/S?

I also think that NAB influenced media will hammer away at the dilution issue in the coming hours and try to bash the deal to help out the shorts

Intrinsic Value Investing: Recognizing Potentially Mispriced Stocks

Cos, Sl and Rel just got back from my snowboarding adventure, looking over the events of the weekend it seems like you guys were very busy. Are any of you taking the wife out for a steak dinner tonight? I found out when my wife told me as I was trying to get some last minute rest before work today. My wife has NEVER waivered in her faith in Sirius and in Mel. She actually insisted that we buy more at seven cents last week and was really upset that our broker couldn't get in at 5 or so. So LMaze is in the doghouse over that one too. Anyway, I will read the Sec filing later, and will be sending F*** U's to Business Week and Market Watch, and I might cancel my WSJ subscription on principle too.

Seriously I'm very happy for each of you, especially Rel who if ever I had to be in a foxhole, I want you next to me.

LMAZE

Intrinsic Value Investing: Recognizing Potentially Mispriced Stocks

Boys: It's done, see the press release issued at 7:57 am. Will read it and start writing later, the best to the best always,
LMaze