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Direct TV, Liberty Media And Sirius XM

|Includes: Sirius XM Holdings Inc. (SIRI)

Over the past several weeks, I had written two separate articles describing potential ways that Sirius XM could reverse its deal with Liberty Media in the future. My critics whom accuse me of jumping to conclusions on occasion, jumped to their own conclusion that the idea was laughable.

Through my own due diligence of suffering through SEC filings of Sirius XM's deal with Liberty media, I outlined a scenario in which Sirius XM could reverse the deal by the end of the year. Still another article outlined more specifically, that the deal as presented offers an opportunity for Sirius XM to one day take back control of the company simply through the repurchase of Liberty's stake, at a premium, and at a more opportunistic time.

John Malone had made very similar deal with Direct TV several years ago. Today it was announced that Mr. Malone would be giving up his majority interest  for a nominal 5% premium as reported here by CNBC's David Faber:

Over the past several weeks, I had written two separate articles describing potential ways that Sirius XM could reverse its deal with Liberty Media in the future. My critics whom accuse me of jumping to conclusions on occasion, jumped to their own conclusion that the idea was laughable.

Through my own due diligence of suffering through SEC filings of Sirius XM's deal with Liberty media, I outlined a scenario in which Sirius XM could reverse the deal by the end of the year. Still another article outlined more specifically, that the deal as presented offers an opportunity for Sirius XM to one day take back control of the company simply through the repurchase of Liberty's stake, at a premium, and at a more opportunistic time.

John Malone had made very similar deal with Direct TV several years ago. Today it was announced that Mr. Malone would be giving up his majority interest  for a nominal 5% premium as reported here by CNBC's David Faber:

http://www.cnbc.com/id...

The deal with Direct TV today gives control of DTV back to the company. The same 5% condition applies to the Sirius/ Liberty deal. At no time has Mr. Malone sought to take Direct TV "private." At no time has he sought to take control of the company from shareholders. Long term investors should ( again )get to know the man that has saved Sirius XM. Perhaps now with an open mind, the realistic possibility that the same future may be in store for Sirius XM Radio can begin.

Position: Long SIRI