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Sirius XM Holdings Inc. Message Board

philip_kozlowski 19 posts  |  Last Activity: May 4, 2016 9:59 AM Member since: Sep 20, 2012
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  • Apple is reeling especially Apple music. SXM17 offers interactivity and access to 85M cars and growing.
    iTunes would also benefit from SIRI's reach into cars and spectrum. This would be a titanic partnership.

  • philip_kozlowski philip_kozlowski Apr 27, 2016 5:27 PM Flag

    Is Apple on the Hunt for Acquisitions?
    ByLaura BermanFollow|04/27/16 - 12:30 PM EDT
    Get TheStreet Quant Ratings' exclusive 5-page report for (AAPL) - FREE.
    Following earnings below analysts' expectations, Apple (AAPL - Get Report) CEO Tim Cook hinted that the company may grow through acquisitions.

    "We continue to look and we stay very active in the M&A market," Cook said on the earnings call.

    TheStreet's Jim Cramer believes that any acquisitions should come from Apple's Services division.

    "They need to bulk up Services," said Cramer, manager of the Action Alerts PLUS portfolio, which owns AAPL. "Services is kind of a back door; I don't know if they even saw it coming."

    Services includes products like Apple Pay, Apple Music, iTunes and the App Store. After iPhones, Services was Apple's largest segment, earning $5.99 billion in revenue in the fiscal second quarter, ahead of analysts' estimate of $5.78 billion.

    Beefing up Services will improve Apple's overall valuation, Cramer explained.

    "They need to bulk up Services because you can't put a multiple on Services. But if you get to 1.5 billion users, which is what they should be at this time next year, then I think what you'd find is that the Service stream can now figure. So you would have more than just the iPhone-you'd have a Service stream that can be modeled. But they need to bulk up things that would do the Service stream."

    Cramer, who once advised Cook to buy Netflix (NFLX - Get Report) when it was much cheaper, trusts him to find the right acquisition targets.

    "Are there Service revenue streams that are out there? Absolutely. And I trust him, if there's something there to buy, to do it. I trust Tim Cook."

    Apple's last blockbuster purchase was about two years ago, when it shelled out $3 billion for Dr. Dre's Beats Electronics LLC and its Beats Music LLC subsidiary. Cook hinted that Apple might spend even more.

    "We would definitely buy something larger than we've bought thus far," he said. "I

  • philip_kozlowski philip_kozlowski Apr 26, 2016 4:59 PM Flag

    Nice work Commander!

  • 1) Liberty created tracking stocks to unleash true value of LMCA BUT Braves stock is tanking (due to
    poor team performance this year)......would this be incentive for LMCA to allow SIRI value to increase
    to offset Braves?
    2) Malone made a mistake before being cheap....he wanted to buy SIRI stock for $1 when it was trading
    for $1.50.....for a half of a buck, he lost the opportunity to buy SIRI for $1.50. He notes that it was
    one of his biggest career mistakes (!). If he's trying to buy SIRI now for $3.68 or some ridiculous
    number, could he remember his mistake and not be so cheap this time?
    3) People keep pointing to auto sales going down, economy weakening, sub-prime this
    all a ruse to keep us from seeing the real market opportunity for SIRI? the connected car offers all
    sorts of future revenue streams - video, warranty tracking (for manufacturers), Car BNB (how about
    people 'renting' their cars to others like they do their apartments in AirBNB?
    All of these things could lead to high margin revenue sales - could that be why SIRI is being installed
    in a higher percentage of cars, even though they include low-price models with little potential to
    subscribe to SIRIUS XM?
    4) Malone like to compensate his execs richly via stock options. They have all done very well - except
    Meyer and Frear in SIRI. Last year Meyer and Frear got new 5 year contracts with options and a
    strike price of $3.80/share. Could this be a signal that Meyer and Frear both think they have huge
    stock appreciation coming up?

    Maffei likes to say he's patient and willing to take his time to get SIRI at a 'reasonable cost' but deception
    is the first rule of war. He might be saying that to suppress the value of SIRI until he has a much as possible for sub-$4.

    I say loyal longs should hold on and hope for a nice reward, and not too far off.

  • philip_kozlowski philip_kozlowski Apr 23, 2016 9:56 AM Flag

    When SIRI was $1.50/sh, Malone was hoping it would go to $1 so he could buy the whole company. It didn't and Malone lost his chance for $.50/share. He cites that as one of his biggest mistales. I hope he'said wrong again but this example shows just how greedy he is.

  • Buy SIRI and offer a healthy premium to the loyal SIRI longs!!

  • Reply to

    SIRI shareholder meeting May 24th

    by philip_kozlowski Apr 13, 2016 8:00 AM
    philip_kozlowski philip_kozlowski Apr 13, 2016 9:33 AM Flag

    You're right Joe...Equitable Building around 6th Avenue and 52nd

  • philip_kozlowski by philip_kozlowski Apr 13, 2016 8:00 AM Flag

    Tue. May 24th....probably same place in NYC (6th Avenue).
    If you plan to attend, you need evidence that you own shares as of March 31, 2016. Usually they accept brokerage statements as proof.
    I've been to many of these meetings in the past - very worthwhile if you're in the area.

  • You can't believe everything a poker player says.
    Malone and Maffei acquired 40% of SIRI for $14500 plus 10% interest on a short term loan.
    That investment is now worth billions but they Still want the remaining SIRI shareholders to
    Sell THEIR shares for a "reasonable" price.
    I hope that somehow Malone and Maffei are compelled to finally pay a reasonable
    Price to SIRI longs who have been loyal through the years.

  • Meeting starts 3:30 EST...after market news or tracking stock price impact?

  • philip_kozlowski philip_kozlowski Apr 10, 2016 9:26 AM Flag

    SIRI represents most of LMCA's value....driving it's price down would drive LMCA's price down.
    CFO Meyer has millions of SIRI options at a strike price of $3.80.
    Strong volume last week with stock up at end of week. Many buys at the ask near end of trading days.
    Not sure how these facts add up to Malone trying to tank SIRI price.

  • Reply to

    35 million settlement ?

    by rsimmon712 Apr 8, 2016 10:00 AM
    philip_kozlowski philip_kozlowski Apr 8, 2016 10:07 AM Flag

    No cash...just credits for service.

  • philip_kozlowski by philip_kozlowski Apr 5, 2016 9:36 PM Flag

    Noticed that someone is making huge buys at end of trading day for past several weeks.
    Tracking stock approved Mon April 11th.
    Earnings will be released late April.
    Annual shareholder meeting mid May.
    SXM17 will be announced.
    Good time to be SIRI Shareholder

  • Reply to

    Time To Turn North

    by velazquezalexisii54586 Mar 29, 2016 10:45 AM
    philip_kozlowski philip_kozlowski Mar 30, 2016 2:39 PM Flag

    Siri has gone up 20% from its low of $3.29. That is doing nothing?

  • philip_kozlowski by philip_kozlowski Mar 30, 2016 8:06 AM Flag

    SIRI's spectrum is between 2320 and 2345 MHz range, between 2 blocks of spectrum (2305-2320 and 2345-2360 MHz). The 2 blocks of spectrum on either side of SIRI are dedicated for wireless, texting and internet service. MHz spectrum is more valuable that GHz spectrum because it allows signals to travel farther and penetrate walls.
    An analyst valued SIRI's spectrum at $10B in 2011 - $5B for SIRI, $5B for XM.
    Given the need for spectrum now, especially for 5G service, what is SIRI's spectrum worth? What will the FCC auction tell us about the new value?
    SIRI's entire market cap is $20B....if its spectrum was worth $10B 5 years ago, what is it worth now and in the near future?
    I think potential investors might look at SIRI and its spectrum 'real estate' differently now - while it might be worth $4/share to Malone as part of Liberty Media, would he sell SIRI if he could get $8~10/share? With Malone and Maffei, everything is for sale at the right price. If he could reap a huge deal via cash or stock transfer with one of the FANG group, he'd do it.
    I do not advise going to sleep without owning SIRI stock - anything can happen and I expect something big in 2016.

  • Reply to

    Could it be?

    by bca4me Mar 8, 2016 7:46 AM
    philip_kozlowski philip_kozlowski Mar 8, 2016 8:10 AM Flag

    I agree....Malone said in interview he regretted not buying all SIRI stock when it was $1.50. He wanted to pay $1. I think our best hope is $4 value in Liberty stock with upside potential. Unless he sells to FANG or other buyer and then the price will be $7 or more.

  • Reply to

    Liberty Media Reports Q4

    by weekendcommander Feb 26, 2016 7:19 PM
    philip_kozlowski philip_kozlowski Feb 26, 2016 8:04 PM Flag

    Thanks Commander. LIBERTY revenue is $4.8b and SIRI is $4.6b...bodes well for Siri tracking stock?

  • Reply to

    sirius xm fights to dominate the dashboard

    by joebrad123 Feb 21, 2016 2:46 PM
    philip_kozlowski philip_kozlowski Feb 21, 2016 3:01 PM Flag

    Thanks Joe - very positive article about strength of SIRI's business.

  • philip_kozlowski by philip_kozlowski Feb 7, 2016 2:20 PM Flag

    I see from Duke's posts today that he feels Malone has been scaring the HF people into selling so SIRI can execute BB more cheaply and therefore reach 80% faster. If Malone was in a poker game with the finest minds on Wall Street, I would put my money on him. He knows SIRI's potential and how much it'seems really worth so i'm going to bank on him. Freak has millions of options with a strike price of $3.80 so the CFO is betting on Malone too.
    In 1973 CBS thought the Yankees were worth $8.7 million. Steinbrenner knew it would be worth far more so he bought it with a group of limited investors. The Yankees are now worth $3.2 BILLION.

    I like the idea of being a limited partner with Malone-the greatest investor of our time.

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