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candooman

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  • Be Serious About Sirius? [View article]
    Streaming internationally could initially add 15-25% to base subscriptions on its first year when it becomes available. Add to this the people (like me) who want to listen to market reports and discussions at home only and not in a car.

    Currently one cannot subscribe for a home stand alone unit without first getting a car subscription. Businesses and individuals located outside of North America cannot subscribe because they are out of the Satellite coverage. Offering subscription services via Internet streaming will address this hugh opportunity - in the millions of new subscriptions. A potential $10 stock in a couple of years -- or sooner?
    Oct 18 07:21 PM | 1 Like Like |Link to Comment
  • Axion Power: An Extraordinary Nano-Cap Opportunity [View article]
    .... and I have always enjoyed reading all your articles. I enjoy being educated. Thanks a lot John, may our AXPW investment have a big rise! ... and soon!
    Oct 15 08:25 PM | 3 Likes Like |Link to Comment
  • Liberty Media To Participate In Sirius XM Share Buyback [View article]
    Correction: Upper cap price is 4.18.

    This means SIRI won't be buying shares from Malone if the price is higher than this. This appears to put a cap on SIRI price but I believe the market will go over this price by year end.
    Oct 10 03:59 PM | 1 Like Like |Link to Comment
  • Sirius XM's Frear Not Expecting Material Decline In Content Cost [View article]
    CN, One area of possible expansion of SIRI is subscriptions for home use. I browsed their website and I do not see anything mentioned about people subscribing using a home radio only. It appears to me that to get that service, one has to have an auto, boat or mobile device first then pay additional fee to have access using a home unit.

    This is a huge market and it is not being exploited. In fact, if you live anywhere else around the world (outside the USA), the only way you can access SIRIXM programs is through the internet. Apple will be making that offering soon. Is there some FCC or FTC regulation that stops them from providing that as a stand alone service?
    Oct 9 05:21 PM | Likes Like |Link to Comment
  • Sirius XM CEO Sees A Real Opportunity Internationally [View article]
    To go globally, SIRI will rely on the internet for the very critical important reason -- that there is no licensing required, hence, cheap and easy to setup compared to satellites..... ask Pandora, Spotify, Apple, etc.

    However, instead of overseas subscribers receiving their signals in their autos (they can't w/o the right radio unit) , they will receive them at home or offices, with some exceptions. Autos with units that can receive internet signals will be able to subscribe.

    Subscribers who like American live shows and music will number in the millions. Note that there are millions of Americans who live overseas (who use credit cards - necessary for automatic payment) who are potential subscribers. Then there are even more millions (non-Americans) who are well to do and want to listen to American shows and businesses and investments. Those investors want to listen to shows that discuss investments from the American point of view; these are people and offices who want to and can easily pay for subscriptions.

    It would be reasonable to expect that in a year or two that this is made available globally, that it will be as big a revenue stream as the American auto market, perhaps even bigger. Then we are talking double digit SIRI stock prices!!!! I am long SIRI.
    Sep 29 07:25 PM | 2 Likes Like |Link to Comment
  • SIRIUS' CEO Presents at Goldman Sachs Communacopia Conference (Transcript) [View article]
    Content and execution is more important than speaking abilities of which he has enough to move us to the next level. Obama has great speaking abilities (when there is a teleprompter present) and look where he has taken our country.

    Taking SIRI international without new satellite is great. This is where Agero engineers come in. Adding more Spanish language programming can take us to millions of new subscribers in Latin America. Add to that the Europeans who love SIRI programs uninterrupted by advertisers..... and the rest of the world who love our music. Now we are taking double digit share prices.
    Sep 27 01:48 PM | Likes Like |Link to Comment
  • A Closer Look Into The Sirius Acquisition From Agero [View article]
    I can see a lojack feature being added except location will be the radio itself and not a hidden locator. Just wait until they come up with new innovations that customers will want and ask for. Auto manufacturers would be helped selling their cars with those features.

    Another benefit form Agero is they are software driven. In other words, features can be added to existing subscribers (more revenues) with the same radio (hardware).... for example, Lojack features. Features like this could entice car owners who are not subscribers yet to subscribe.... or to continue to subscribe and not cancel.
    Sep 25 01:47 PM | 2 Likes Like |Link to Comment
  • A Closer Look Into The Sirius Acquisition From Agero [View article]
    SIRI, as you pointed out is unique in that it is the only music/live program provider via satellite. Now it is even more unique in that it is the only via satellite+cell provider. It is only a question of when, not if, they will come up with features/services people will want and pay extra for. Features that only SIRI can produce with their satellite+cell combination. It will be a game changer that even Apple cannot copy.
    Sep 25 10:52 AM | 4 Likes Like |Link to Comment
  • ACT Files Investigational New Animal Drug (INAD) Application with FDA to Treat 10 Different Disease Indications Using Pluripotent Stem Cells [View article]
    This is a smart move.... first time for a bio company to capitalize on the investments they make conducting trials on animals (for now mostly on mice or monkeys) for eventual application to humans. Successful trials on "pet" animals will lead to regulatory approval and income for the company, thereby reducing ACTC's depending on equities market for capital needs. Agency approvals for animal trials have much shorter cycles than for people.
    Sep 20 10:44 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    BERBNO1- Your argument is invalid. We live in America, not in the rest of the world. What matters to us most is what happens here in America. Lack of high paying jobs, 47% on government dole......
    Sep 20 10:21 AM | 5 Likes Like |Link to Comment
  • Agenus Offers An Investment Opportunity [View article]
    "Agenus announced that a recent analysis from a Phase 2 trial in patients with newly diagnosed glioblastoma multiforme treated with Prophage Series G-100 in combination with the current standard of care showed an almost 18 month median progression free survival, which represents a 160% increase versus current standard of care alone."

    Any thoughts on today's above announcement?
    Sep 17 06:32 PM | Likes Like |Link to Comment
  • Sirius XM To Launch Low Cost Subscription [View article]
    I flew Jetblue last week and it had SiriusXM available, no charge.
    Sep 13 05:23 PM | 1 Like Like |Link to Comment
  • A Fresh Dose Of Reality From InVivo [View article]
    Thanks Jason. Very balanced article as well as responses to comments. After I sold my holdings last July 31 after it tanked and I lost half of my gains, I was poised to buy again but unsure if there was any significant event coming that I did not know. I am now glad I stayed out.

    NVIV has a very promising product but there is too much time/risks between now and when trial results for the first 3 patients can come out. Meanwhile, NVIV could lose some of their key people. Without other products in the pipeline, they may have to raise dilutive financing next year. The sequential trials is hard financially on start-ups.
    Aug 27 05:05 PM | Likes Like |Link to Comment
  • Sirius XM: Service Lane? Yeah, It's A Big Deal [View article]
    First indication of the impact of this program is at the end of 3rd qtr (too soon?) or the end of 4th qtr (more reasonable expectation). It may be hard to distinguish with the other used vehicle program unless SIRI has this category separately identified. Until then, it is really hard for investors to place a value on this SIRI move, hence, the absence of share price movement.
    Aug 26 12:59 PM | Likes Like |Link to Comment
  • Sirius XM: Worried? Don't Be [View article]
    Let me add my take on this. Going back to the early 80's there was a big battle going on with office software -- for creating documents, spreadsheets, presentations, etc. Remember HARVARD PRESENTATION, WORDSTAR, etc (my apologies for my mental block recalling the names of the competing companies)? Microsoft beat them all by combining Word, Excel and Power Point into MS OFFICE and in but a few years they demolished the competition. Then they added Outlook, Access, Publisher, etc and really shut out the competition.

    I see a possible parallel beginning here on a smaller scale. By combining Sirius XM service with OnStar features, SIRI will be able to convince more new customers to subscribe and for those who may want to drop the service to stay put. Depending on how SIRI bundles these two services (SIRIXM & Agero) there should be faster growth in subscribers and much lower churn. No other company offering radio services on autos can meet this combination. GM is already feeling the heat with this coming competition to their lucrative monopoly OnStar service. This is an area of concern and need to be watched to see how it develops -- friendly or adversarial.
    Aug 23 10:42 AM | 1 Like Like |Link to Comment
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