Seeking Alpha


Send Message
View as an RSS Feed
View candooman's Comments BY TICKER:
Latest  |  Highest rated
  • Sirius XM: $4 Per Share Will Depend On Q2 Report [View article]
    SIRI needs to tap the home, retailers, restaurants and office markets. The current tacked on accessory to stereo units or stand alone units that looks like cheap iPod charging stations that SIRI sells is so unappealing. (They need to be redesigned to have a classy look.)

    What is needed to take advantage of this largely untapped market for SIRI service is a real high end stereo receiver that takes full advantage of the superb sounds from SIRI stations. SIRI should make a deal with Stereo receiver manufacturers to have SIRI built into their receivers like those in new autos. Stereo Manufacturers like Yamaha, Panasonic, Grundig, Sony, Sanyo, Bang & Olofsen, etc., would probably be interested. Offer these manufacturers similar trial sales deals as given to auto manufacturers. High end receivers are usually bought by people who most likely can afford to pay the monthly SIRI subscription.... just like in the higher end cars.
    Jun 27, 2014. 11:29 AM | 4 Likes Like |Link to Comment
  • Sirius XM: $4 Per Share Will Depend On Q2 Report [View article]
    The 5 year freebee included by Ford in properly equipped FORD cars and trucks to get SIRIXM traffic updates and the like announced last Monday, then quickly followed by Fiat-Chrysler a couple of days later for the same offer, is I believe the product of the Agero acquisition. Other auto manufacturers will most likely follow and the "on-star" features could soon be offered too...... definitely a significant notch above the competition (Apple, Pandora, etc.). This could propel the stock to the $5 range by the end of 2015
    Jun 27, 2014. 11:06 AM | 3 Likes Like |Link to Comment
  • The Inflection Point For Stem Cells: An Interview With Advanced Cell Technology's Management [View article]
    Compared to today's price $8 is speculative. But after the reverse split which will happen after the Peer Reviewed Publication is released to the public, the $8 price tag will not look so high.
    Jun 19, 2014. 07:30 PM | Likes Like |Link to Comment
  • How Energy Storage Will Help Wind And Solar Power Clean Up Their Act [View article]
    Based on what I have seen in this last year when most of the field tests have been completed, I get the impression that AXPW is waiting for customers to come to them and not putting enough effort in marketing their superior systems to likely customers. If they want to keep it low key, this will be contrary to the principle of letting everyone know what a great system you have so they will notice and buy your system. To move the company on fast forward, they need to perhaps change their Management leadership.
    Jun 19, 2014. 11:47 AM | Likes Like |Link to Comment
  • Sirius Expands Used Car Efforts [View article]
    Nice article, thanks CN. It looks like SIRI is making the right moves to turn more siri radio equipped used car owners into subscribers. SIRI is certainly making lots of innovative effort to woo new customers. Six months from now I think we will see the very positive results on subscriber growth.

    But what I am wondering about now is what SIRI is doing in the Agero service arena. Any moves to promote the business? Perhaps you can write about this in your next article on SIRI.
    Jun 18, 2014. 04:16 PM | 2 Likes Like |Link to Comment
  • How Energy Storage Will Help Wind And Solar Power Clean Up Their Act [View article]
    John, an article appeared on the from page of the LA Times today on microgrids, the very subject of your upcoming articles? Here is the link.

    It looks like an area that AXPW can compete very well with their advanced battery storage system but it seems they have not shown any interest in competing in California.
    Jun 18, 2014. 03:53 PM | Likes Like |Link to Comment
  • How Energy Storage Will Help Wind And Solar Power Clean Up Their Act [View article]
    AXPW is about to make a reverse split.... upon approval of shareholders. It is taking so long for this company to make customers come flocking to their doors. Their storage system seems to be well matched to solar power but up to now they have no local representation in this big market in California. Any insight on this?
    Jun 17, 2014. 11:58 AM | 1 Like Like |Link to Comment
  • How Energy Storage Will Help Wind And Solar Power Clean Up Their Act [View article]
    Natural Gas is also valuable as a raw material in the manufacture of various kinds of plastics and pharmaceuticals.
    Jun 17, 2014. 11:32 AM | Likes Like |Link to Comment
  • Advanced Cell Technology's Conference Call Recap And Analysis [View article]
    Reading between the lines, ACTC will release the interim results - which I anticipate is going to be very good so consequently, the share price goes bananas. Then they sell stocks to raise funds enoughlast for the next few years of trials. Whether they do this before or after the split I cannot tell. I am sure they will proceed in a manner most advantageous to ACTC. This will likely all happen before the end of September when the shareholder authorization for a reverse split expires.

    They have long completed their interim trial data analysis (mentioned by Ex-CEO Gary Rabin back in Nov of 2013) and have submitted it to the Board a while back. I believe they are holding the results close to their vest as it will have a significant effect on their financing plans -- as well as with their resolving the lawsuits.... which are now finally over.

    The next 3 months will be very exciting! Stay tuned! In the meantime, let us hear from Jason Napolitano.
    Jun 11, 2014. 03:46 PM | 3 Likes Like |Link to Comment
  • Advanced Cell settles warrant lawsuit [View news story]
    2 PM PST CC -- this could, maybe, the news all have been waiting for....... Hope springs eternal!
    Jun 6, 2014. 10:34 AM | Likes Like |Link to Comment
  • Advanced Cell settles warrant lawsuit [View news story]
    Just for comparison, SIRI XM has a float of 6+ Billion shares and is trading currently at 3.34. It traded at its lowest in Feb of 2009 at 5 cents for a couple of minutes. Let us all dream on folks ......
    Jun 6, 2014. 10:29 AM | Likes Like |Link to Comment
  • Advanced Cell settles warrant lawsuit [View news story]
    Looks like a lot of shares but dollar wise (5+Million), it is not that big. However, this is a big relief since ACTC cannot afford to pay in cash it does not have, having limited amount on hand for continuing trials. The threat of financially choking the company at this critical stage of its development. The claimants will gain million$ should the trial results come out good.... but, all shareholders gain, so let it be!

    Management can now focus on the trials and release the results..... no more excuses.
    Jun 6, 2014. 09:56 AM | Likes Like |Link to Comment
  • Coming to bank stress tests: The impact of fines [View news story]
    Krupp, I disagree with you. Let us take one step backward. Who pushed hard on the US Government to change the rules (Glass Steagall Act) so they (commercial banks) can use saver's money again in risky investments that was prohibited by the GS ACT? The bankers! They wanted to compete with Investment Bankers.... and the US taxpayers and ordinary citizens lost and continue to suffer..... and not a single high ranking Banking Executive has been prosecuted.

    With BNP, it is a bit different because with BNP they wanted to make money doing forbidden transactions with rouge nations. They knew they were going against the sanctions and still went ahead.... thinking they were a European Bank and out of the reach of US Gov't.... and got caught.

    So far the US Gov't has been going after foreign banks and have been hard on them..... but not against US Banks. They have been easy on them. One reason is perhaps, as in the case of B of A, the Treasury and Fed forced B of A during the 2008 crisis, to take over Merrill Lynch and Countrywide so it does not go into bankruptcy and rattle the stock market.... as in 1929. B of A itself behaved properly but now have to defend the bad things ML and C did and suffer the punishment, hence, the US Gov't is giving it relatively light fines..... so far.
    Jun 4, 2014. 10:22 AM | Likes Like |Link to Comment
  • Sirius Puts Up Some Gaudy Growth Statistics [View article]
    David Frear mentioned this morning that the used car segment achieved a 30%+ penetration which is much higher than the 26-28% Siri was expecting. And SIRI is making adjustments to this program to increase the number of subscribers. This is going to be a significant contributor in the total number of subs gained YOY....... what with the ever increasing numbers of newer used vehicles being sold in the market..... 120 million used cars in 5 years ....
    Jun 3, 2014. 01:33 PM | Likes Like |Link to Comment
  • Sirius XM (SIRI) at the Bank of America Merrill Lynch Global Telecom and Media Conference (Transcript) [View article]

    Yes, getting the English right in a hurriedly produced transcript, off a not so clear recording, is very challenging. You probably have noticed too that in printed articles in newspapers ... and some magazines as well, typos and missing words are nowadays becoming more common. It looks like this is development we have to learn to live with.
    Jun 3, 2014. 12:35 PM | 1 Like Like |Link to Comment