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Pandora Media, Inc. Message Board

shammdora 40 posts  |  Last Activity: Aug 21, 2015 12:43 PM Member since: Oct 1, 2012
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  • Reply to

    Al Patter

    by p_in_singapore Aug 19, 2015 3:46 AM
    shammdora shammdora Aug 21, 2015 12:43 PM Flag

    BTW, per your inane logic, I guess you recommend people should also avoid or be careful with AAPL, considering they have nearly 6B outstanding shares and over $50B in debt?

    Just goes to show that you know absolutely nothing about leveraging and the benefits of it. Just because Pandora has zero debt doesn't mean they are managing the company and their financials in a beneficial way.

  • Reply to

    Al Patter

    by p_in_singapore Aug 19, 2015 3:46 AM
    shammdora shammdora Aug 20, 2015 1:13 PM Flag

    With their whopping $450M, Pandora could buy 2% of SIRI.

    LOL...tooo funnnyyy!!!

  • Reply to

    Al Patter

    by p_in_singapore Aug 19, 2015 3:46 AM
    shammdora shammdora Aug 20, 2015 10:09 AM Flag

    Have you even bothered to compare SIRI vs P over the past few years? Because it's not SIRI that anyone has to worry about, but rather Pandora that's fallen off of a cliff. You try to skew facts to fit your narrative and make false statements all the time regarding SIRI. That's indicative of fear, and rightly so, since SIRI is the company that knows how to make money, unlike Pandora.

  • shammdora shammdora Aug 18, 2015 11:26 AM Flag

    You never cease to prove your ignorance of financial matters. The SiriusXM stock repurchase has gone quite well, contrary to your claim: shares have been reduced by over 1 billion (17%). At an average cost of $3.56/share over the buyback timeframe, the approximate cost of that buyback is around $3.8B, yet debt has not increased by nearly that much. So where is the cash coming from to buy those shares back? It's called positive cash flow from operations, and it's provided a huge amount of cash for the company to use to reinvest in shareholder value.

    BTW, you may have missed the article that mentioned one of Pandora's senior executives that was handling the royalty panhandling measure defected. Guess where he went? To a company that has a solid business plan and is making tons of cash. I guess the stock based comps at Pandora weren't enough to keep him around. Either that, or he knows the royalty battle is already lost for Pandora, and he got out before the stuff hits the fan.

  • Reply to

    “Apple, The Pandora Killer”

    by p_in_singapore Aug 10, 2015 9:53 AM
    shammdora shammdora Aug 10, 2015 10:59 AM Flag

    Would you care to source that 77% IR market share claim? You really need to update your information, and perhaps you'd start to see the light. The only reference I can see that comes anywhere close to the fairy tale number of 77% IR market share is an article from 2012, where P's estimated share was 71%. Articles from 2014 indicate it was down to 31% by that point, due to increased competition. Considering Spotify's gains over the last few years, as well as Apple music rolling out (if you think Apple is not a looming concern then you're more ignorant that I already thought), it's no stretch of the imagination to think that Pandora's share is down to the mid-20% level by now.

  • Reply to

    Wow nice to see a great product is paying off.

    by jerseycasino Jul 29, 2015 9:49 AM
    shammdora shammdora Jul 29, 2015 10:19 AM Flag

    It's certainly paying off....for management, with their massive stock based compensation. On the other hand, long-term shareholders are stuck holding the bag with massive losses.

  • Reply to

    FB offer 40 for P

    by nostril_dom_us Jul 28, 2015 2:41 PM
    shammdora shammdora Jul 28, 2015 5:46 PM Flag

    And you keep on snorting, douchenozzle. In case you haven't checked the price history, the only people making money on this POS the past 1.5 years are shorts. But keep on buying....shorts need someone to borrow from.

  • Reply to

    FB offer 40 for P

    by nostril_dom_us Jul 28, 2015 2:41 PM
    shammdora shammdora Jul 28, 2015 4:24 PM Flag

    I'm not sure what you're putting up those nostrils, dom_us, but any company offering $8.5B for a company that has NEVER reported a profit, and barely breaks $1B in revenue per year is the pinnacle of ignorance.

  • Reply to

    Good evening misinformed short seller crooks!

    by graderist Jul 23, 2015 6:31 PM
    shammdora shammdora Jul 24, 2015 2:10 PM Flag

    How is a short seller a #$%$? You obviously don't understand market dynamics and investing if you think a short is a #$%$.

  • Reply to

    Congrats to all longs and lovers of Pandora.

    by jerseycasino Jul 23, 2015 5:16 PM
    shammdora shammdora Jul 24, 2015 2:08 PM Flag

    @ graderist: English much?

    Your comments are all generalized banalities that have no basis in reality (this one in particular...I'm not sure what the heck it is).

    Perhaps if you could construct a reasonable argument, your comments might be worth reading, but alas, you're just another blind pumper hoping for a buyout that will never happen for anything more than $10, and I highly doubt anyone spends even a dime to acquire this money pit of a company.

  • Reply to

    Congrats to all longs and lovers of Pandora.

    by jerseycasino Jul 23, 2015 5:16 PM
    shammdora shammdora Jul 24, 2015 11:33 AM Flag

    Many people are lazy and only half-listen to the CC's, so obviously management is going to paint a rosy picture. They know most people won't read the details in the SEC filings, so of course they make everything sound great on the call. Do you really expect them to say they can't afford expansion? Risk factors are disclosed in the SEC filings for a reason, not on a whim.

    It's the same as Pandora management claiming on many CC's that they would soon break 100M users. Considering the average quarter-over quarter growth rate in active listeners since Q1 2014 is 1.1% and slowing considerably, a very aggressive estimation puts the goal of breaking 100M users sometime around Q3 2020 (doesn't sound "soon" to me). Considering the slowing growth and increased competition, I'd put my house and life savings on Pandora NEVER breaking 100M users. International expansion won't help either, as most competitors are already there and have the foothold and advantage over Pandora. Add in the fact that Pandora has been operating just in the US for almost 15 years and has never earned a profit, the pipedream of Pandora International ever happening or turning a profit is a futile one.

  • Reply to

    Congrats to all longs and lovers of Pandora.

    by jerseycasino Jul 23, 2015 5:16 PM
    shammdora shammdora Jul 24, 2015 10:34 AM Flag

    First of all, the CRB has nothing to do with royalites outside of the US, so that statement has no bearing on the so-called international expansion plans (they've been trumpeting expansion for years now, and so far they've only expanded to NZ and AUS, two small and meaningless markets) .

    Secondly, Pandora talks the game on the calls, but their 10-K doesn't paints quite a different picture regarding international expansion:

    "Offering our service outside of the United States involves numerous risks and challenges. Currently, the licensing terms offered by rights organizations and individual copyright owners in most countries outside the United States are prohibitively expensive. Addressing these issues in foreign jurisdictions may require a commensurate investment by us, and there can be no assurance that we would succeed or achieve any return on this investment."

    Those statements seem to contradict the fluff on the CC. But if you want to believe in the fairly tale rather than face reality, that's on you.

  • Reply to

    Congrats to all longs and lovers of Pandora.

    by jerseycasino Jul 23, 2015 5:16 PM
    shammdora shammdora Jul 24, 2015 9:49 AM Flag

    LOL...Pandora can't even afford US royalties, let alone "global". As far as a dividend goes, maybe Pandora is expecting investors to pay a dividend to them, considering they've lost money every quarter before adding back expenses....expenses that are real and ridiculously high, unlike EBITDA.

  • Reply to

    pandora will be 17 by eod tomorrow

    by fbommarito1001 Jul 23, 2015 6:32 PM
    shammdora shammdora Jul 24, 2015 9:45 AM Flag

    By "the one we don't speak of", are you referring to Apple Music? You do realize that Apple Music only debuted on 6/30/15, so exactly one day of overlap with Q2. Not really a basis to judge the impact of a competing service.

  • Reply to

    Higher Revenue Higher Loss

    by ob3nj Jul 23, 2015 5:04 PM
    shammdora shammdora Jul 24, 2015 9:43 AM Flag

    Would you like to explain exactly what you're contesting about my statements above?

  • Reply to

    Higher Revenue Higher Loss

    by ob3nj Jul 23, 2015 5:04 PM
    shammdora shammdora Jul 23, 2015 5:13 PM Flag

    I pretty much called it dead on yesterday. Revenue growth, but less than increase in expense (gotta love that stock based comp expense!).

    Also, as I had suspected, listener metrics are flat sequentially, and barely growing YOY.

    Keep in mind that this quarter's metrics and financials do not reflect any impact from Apple Music, as that was only released on 6/30. I fully expect next quarter's user metrics to be down, and unless they keep pumping out more and more commercials per hour, revenues will start to stall in accordance with declines in listener metrics.

  • Reply to

    CRB Closing Arguments

    by p_in_singapore Jul 21, 2015 8:01 PM
    shammdora shammdora Jul 22, 2015 4:39 PM Flag

    It may go up short term based on the fluff management presents on the call, but I think the street and investors are wise to the sham that is Pandora, and lower lows are on the near horizon. They may beat on revenue, but I'll bet costs are still rising faster than revs, and listener metrics are going to be weak again, continuing the stalling growth pattern.

    People are getting smarter about their investments, and betting on a fad is not smart investing. There is just too much competition from bigger players with deeper pockets that can offer a far superior product. Why do you think this POS hasn't been bought out yet? It's because those big players can build their own service for less than buying a failing company that has no earnings, a miniscule catalogue of music, exploding costs, and a staff of washed up musicians to pay to rate songs when a computer algorithm can do the same thing for no money and in much less time.

  • Reply to

    CRB Closing Arguments

    by p_in_singapore Jul 21, 2015 8:01 PM
    shammdora shammdora Jul 22, 2015 10:05 AM Flag

    Just like you're still waiting for $40 and a gain on your investment. Imagine if all the money you put into this stock was invested in a stock that's not down more than 50% over the last year, or not down 22% over the last 2 years, or not down 13% since IPO. You've got dead money, and the opportunity cost is massive.

    And I'll venture to guess we WON'T see you at the close on the 23rd, since you tend to disappear when things go bad with your beloved jukebox randomizer.

  • shammdora shammdora Jul 15, 2015 11:13 AM Flag

    If that's the deal, then with all of those shares p_in_singapore is buying he'll at least be able to sew them all together to form a tent to live in under the overpass down by the river.

  • Reply to

    Institution dumping

    by sljcorp Jul 15, 2015 10:07 AM
    shammdora shammdora Jul 15, 2015 11:11 AM Flag

    It's OK though....p_in_singapore is buying to average down, so the price should rebound.

    LOL....tooooo funnnnyyyyyy!!!!

P
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