SATWAVES

The Next Great SIRI Crisis & A Few Forgotten Facts

By Whitney a.k.a. "The Duke" If you read the financial writers or analysts, SIRI is like some drunken sailor lurching from one crisis to another. Solve one crisis and another one immediately pops up. Sixteen months ago, people were counting down the days until SIRI got a delisting notice. Then the NAZ suspended the delisting rules. Twelve months ago, we were reading that BK was coming on Feb. 15th because SIRI could not pay its bonds due on that date. Enter John Malone and no BK. The BK argu...

Exclusive: Murray Arenson Discusses Sirius XM Radio (SIRI)

By Brandon Matthews In another exclusive Satwaves Radio interview, Senior Analyst Murray Arenson of Janco Partners called in to discuss the reasons for the firm's resumption of coverage of Sirius XM Radio (SIRI), with an accumulate rating and .80 price target. Mr. Arenson brilliantly ran a gauntlet of questions as he highlighted both the pros and cons of Sirius XM Radio's business model. Arenson began by discussing the positive momentum trends seen in 2009 including growing free cash flows...

Malone Sees Cross Marketing Potential of Sirius XM and Direct TV (SIRI, DTV)

By Brandon Matthews In the following video interview, CNBC's David Faber goes one on one with Liberty Capital (LCAPA) CEO, John Malone. When asked about the potential of a partnership between Sirius XM Radio (SIRI) and Direct TV (DTV), Mr. Malone explains that he is willing to bring the management of the two companies together to look at cross marketing opportunities between the two companies, referring to such a move as "logical." Mr. Faber notes that the potential for more may exist between...

Will Sirius XM Capitalize on Muzak Bankruptcy?

By Brandon Matthews When it comes to Sirius XM Radio (SIRI), many of the company's followers fall victim to tunnel-vision. My friend Rick M. of the Motley Fool for example used a comparison to Direct TV (DTV) in attempting to put a fair value on shares of the Satellite Radio provider. Although I agree with current valuation being fair at approximately $1.25 to $1.50, which is higher by far than the current price per share of .67, the longer term prospects are debatable. While a comparison of S...

Another NFL Season, Another Dropped Ball By Sirius?

The NFL season kicked off last night and it looks as though another season will come and go with Sirius hiding in the shadows of Direct TV's $299 seasonal NFL package and forcing football fans to discover on their own, or completely miss the fact that the entire NFL is available on Sirius for less than $15 a month. I am forced again to wonder how many inactive radios might have been reactivated based on this one offering alone. For years, I have been unable to fathom the reasoning behind Sirius'...