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Espaço dedicado a todo o tipo de troca de impressões sobre os mercados financeiros e ao que possa condicionar o desempenho dos mesmos.

Re: deixem-na passar....

por sherek_JNEG » 17/3/2009 18:01

rasteiro Escreveu:que ela vai com um embalo do caneco......
Para quem dixia(para quê investir numa empresa falida, deve estar a roer as unhas com uma força...).
Eu sempre afirmei que dia menos dia ai, ia ela.

Abraços


Não pode ser só coisas tristes a acontecer,esta "nossa"menina continua a dar alegrias.
Na tua opinião estas alegrias poderão ir até onde?
Será que depois de estar quase na falência que pode ir a valores de finais de 2005 ,que foi quando começou o descalabro?
Parece que arrancou novamente masi um pouco já vai nos 0,33$.
Obrigado e abraços.
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por acintra » 17/3/2009 17:58

Neste momento é a unica que tenho e vou manter. Vendi hoje RBS e C. Disciplinei-me para não me espalhar, como era costume.
Um abraço e bons negócios.

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deixem-na passar....

por rasteiro » 17/3/2009 15:50

que ela vai com um embalo do caneco......
Para quem dixia(para quê investir numa empresa falida, deve estar a roer as unhas com uma força...).
Eu sempre afirmei que dia menos dia ai, ia ela.

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por sherek_JNEG » 16/3/2009 17:20

Parece-me que temos aqui um titulo com bastante potencial de subida ,e com esta nova injeção de dinheiro e por aquilo que dizem os administradores,dá-me a entender que querem levá-la a bom porto.
Alguem com mais conhecimentos pode opinar sobre a Sirius?
Obrigado
Abraços.
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Mel Karmazin fights to rescue Sirius

por acintra » 16/3/2009 14:21

A lifeline from Liberty Media pulled his satellite radio company back from the brink. Now the CEO has to prove that the business model can still work.

March 16, 2009: 6:13 AM ET


Mel Karmazin, CEO of the satellite radio company, says subscriptions can catch up with high fixed costs.
Variety show
A sampling of channels Sirius XM subscribers can get.
SIRIUSLY SINATRA
Frank Sinatra, crooners, cabaret singers, and the Great American Songbook.
THE CATHOLIC CHANNEL
Cardinal Edward Egan and others on church affairs, current events, entertainment, arts, and sports.
THE FOXXHOLE
Comedy, music, skits, and radio theater with Jamie Foxx.
MARTHA STEWART LIVING RADIO
Regular features include no fewer than five separate shows about pets, including emotional bonding and holistic care.
MAD DOG UNLEASHED
Sports talk with Chris "Mad Dog" Russo.
BOB DYLAN'S THEME TIME RADIO HOUR
Once a week the folk legend plays records from his collection.
Liberty CEO Greg Maffei also likes Sirius XM's seven satellites and its broadcast spectrum rights.

More from Fortune
Mel Karmazin fights to rescue Sirius

The truth about credit default swaps

AIG finally names names


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(Fortune Magazine) -- "I really don't mind everybody second-guessing," Sirius XM CEO Mel Karmazin tells me, though his tone screams otherwise.

Karmazin and I are chatting at Sirius XM's Midtown Manhattan headquarters, in a conference room just up the stairs from the studio where Howard Stern broadcasts his daily radio show for Sirius. The topic is the eleventh-hour deal Karmazin has just struck withLiberty Media (LINTA) to keep Sirius XM - the progeny of last year's ballyhooed satellite-radio merger - on the air and out of bankruptcy court. During the interview, Karmazin's mood swings from frustration (with some of the shots he's taken in the financial press) to relief (at being able to refinance at all) to optimism (about a company whose future seemed extremely shaky just weeks ago).

This is Karmazin's first interview since the Liberty deal provided Sirius XM (SIRI) with a $530 million lifeline, albeit an expensive one. Back when he was running the show at Infinity Broadcasting and later at CBS (CBS, Fortune 500) - and even when he was sparring with Sumner Redstone as the No. 2 at Viacom (VIA) - Karmazin was always a Wall Street favorite. But his reputation has taken some hits during his four-plus years as CEO of Sirius and now Sirius XM. He has presided over a 98% decline in Sirius XM's stock price (now 20 a share). Even more damning to some, he entered 2009 with $995 million in maturing debt and no way to repay it.

The Wall Street Journal, for example, scolded him for not refinancing Sirius XM's debt last summer when he had the chance - while the high-yield bond market was still functioning. Asked about that, Karmazin retrieves from his office a stack of presentations from five different banks with which he was discussing new debt deals. "We'd started the process," Karmazin says, noting that there was nothing he could do before the merger closed on July 28. "But once Sept. 15 happened" - a reference to the failure of Lehman Brothers and the chaos that ensued - "the markets just froze."

The griping continued even after the Liberty deal was unveiled. Karmazin was criticized for giving up too much - Liberty snagged 40% of Sirius's stock, as well as a 15% interest rate on $530 million in secured loans (the real rate is closer to 16% after factoring in the $30 million restructuring fee Sirius XM is paying Liberty). He was accused of giving short shrift to an alternative offer from satellite-TV mogul Charlie Ergen, CEO of EchoStar (SATS) and Dish Network. For instance, Henry Blodget, the disgraced dotcom analyst turned financial pundit, questioned whether Karmazin had stiff-armed Ergen just to settle an old score or to keep his own job. "I thought that was really cool," Karmazin now says, his sarcasm overflowing.

For the record, while Karmazin and Ergen have tangled in the past - specifically over how much EchoStar and Dish would pay for Viacom cable channels such as MTV and Nickelodeon - both men insist that there was nothing personal about their negotiations. Still, Karmazin admits that he wasn't exactly thrilled when EchoStar bought up $170 million in Sirius XM debt maturing in February just as Sirius XM was nearing an agreement with bondholders on an extension.

Sirius XM would hardly be the first troubled company to get a financial lifeline and still wind up in Chapter 11. And based on the company's 20-cent stock price, Wall Street isn't betting on a happy outcome. "Sirius was like a patient that was having a massive heart attack," says David Bank, a media industry analyst with RBC Capital Markets. "This got its heart restarted, though it's not yet out of the danger zone."

The market's skepticism is understandable. Over the years Sirius and XM have been absolute horror shows for investors. The duo rang up $3 billion in debt, tallied cumulative operating losses in excess of nearly $10 billion, and since 2004 lost shareholders a combined $15 billion in stock market capitalization. As recently as March 2 - before all the i's were dotted on the Liberty deal - Sirius XM issued an ominous warning. Explaining the reasons it would be late filing its 2008 annual report, the company said it had not yet completed "its evaluation as to whether substantial doubt exists relative to the company's ability to continue as a going concern."

In spite of all that doom and gloom, Karmazin insists that having averted its credit crisis, the company is actually on the verge of living up to its early promise of doing for radio what satellite TV did for television. (Besides the Liberty deal, Sirius XM reached extension agreements on some $400 million of debt coming due in 2009.)

"This is a company with very high fixed costs," Karmazin explains. "Before you get your first subscriber, you've had to launch satellites, put an infrastructure into place, and get content. You have all of these expenses upfront before you get a single dollar of revenue." However, once subscriber numbers reach a certain level, the dollars start cascading to the bottom line. "That," he says, "occurs this year."

The number of paid subscribers at Sirius and XM has climbed from 1.5 million in 2003 to 19 million at the end of 2008. Whether it's Howard Stern spilling raunch or Bob Dylan spinning records, Sirius XM's programming does seem to have found a large and diverse audience among audiophiles, sports fans, news junkies, and others willing to pay $13 a month for better variety, a clearer signal, and commercial-free music.

About half of all new cars are now equipped with satellite radio - Karmazin's goal is 70% - and the conversion rate of three-month trials into paying subscriptions has been just shy of 50%. Plus, once consumers sign up for Sirius or XM, they tend to get hooked: The churn rate last year was a mere 1.8%. "It's a very sticky, good product," says Bank.

In the fourth quarter of 2008, a devastating one for most companies, Sirius XM recorded its first operating profit ever (measured by Ebitda, or earnings before interest, taxes, depreciation, and amortization), as well as its first significant slug of free cash flow. Operating profit, which, like free cash flow, is a barometer of how much money is moving in and out of company coffers, was $32 million in the fourth quarter, vs. the equivalent of a $224 operating loss in 2007 (which was pre-merger). Free cash flow stood at $29 million, vs. $5 million. The company's net loss narrowed to $249 million from $405 million.

Within a few years Sirius XM won't just be profitable, Karmazin insists, "but very profitable." In an SEC filing from last December, Sirius XM said it expected operating earnings to rise from $300 million this year to $1.3 billion in 2012. (Wow!) Asked about that guidance, Karmazin says, "Nothing has changed." After our interview, however, Sirius XM announced that it is suspending guidance beyond 2009, citing the weak economy and cratering new-car sales. (Uh-oh.)

While it's easy to be skeptical about Karmazin's rosy outlook, he argues that Sirius XM never would have been able to sidestep bankruptcy if its underlying business weren't attractive and the cost savings from the merger - now $425 million a year - weren't significant. "Liberty has spent a lot of time under the hood of the company," Karmazin says. "They've looked at the company. They sort of liked what they saw."

The operative phrase may be "sort of." In an interview with Fortune, Liberty Media CEO Greg Maffei makes it clear that Liberty's investment in Sirius XM is more opportunistic than strategic. "This is a high-risk time for this company, given its leverage and some of the challenges both in the financial markets and the car markets," says Maffei. "We have confidence they'll work it through, but it's got risk, and that's why we went in as a senior lender."

In other words, Liberty would not have been so willing to put a half-billion dollars into Sirius XM were it not for the somewhat usurious terms and the fact that its loan is secured by hard assets such as Sirius XM's satellites and broadcast spectrum rights. "As a senior lender, do we think that one of the assets that's attractive is the spectrum they have?" Maffei asks, sounding like someone who has considered every outcome. "Absolutely."

That's not to say Maffei doesn't want Sirius XM to succeed. As a 40% shareholder, Liberty will profit mightily if it does. Were Sirius XM stock to rebound only to $1 a share, Liberty would turn a 100% profit, totally apart from any interest or principal payments on the $530 million loan. Maffei is just being realistic about the challenges Sirius faces during a period of declining new-car sales (which are key to growing the subscriber base) and rising consumer interest in competing technologies.

Indeed, Martine Rothblatt, the entrepreneur who founded Sirius back in 1990 and is currently the CEO of biotech company United Therapeutics, thinks Sirius XM's entire business model has become dated. "There has been a huge growth in terrestrial alternatives," says Rothblatt, who was known as Martin Rothblatt before undergoing a sex-change operation in 1994. "As we move from third-generation to fourth-generation cellular, there's going to be ever more bandwidth available to distribute content totally via terrestrial cellular infrastructure. And that will leave fewer and fewer unique market attributes to satellite radio."

Basically, Rothblatt is envisioning a future in which free Internet radio services like Pandora, AOL Radio, and iTunes Radio are ubiquitous on car sound systems and cellphones. Internet radio would become the second new technology to undermine the market for satellite radio - iPods and MP3 players were the first - and Rothblatt doubts that satellite can compete with free services that offer thousands of stations, vs. 150 for Sirius and XM. "Technologies have their ideal times and places, and in my opinion the better time for satellite radio was 10 years ago," says Rothblatt, who thinks Sirius - which didn't begin broadcasting until 2002 - would have hit this sweet spot were it not for FCC red tape that delayed its launch.

Karmazin doesn't dismiss the threat posed by Internet radio. In fact, Sirius XM is about to join Pandora and AOL Radio in offering its own Apple (AAPL, Fortune 500) iPhone application, thereby allowing iPhone users to stream Sirius or XM via 3G wireless. Still, he's dubious that computer-generated song playlists can compete with Howard Stern or Bob Dylan. "I'm starting at a premise that says radio is not just recorded music - radio is discovery of new music," he says. "Some people would like to be able to hear songs they haven't heard before and that are not on their iPod. Some want to listen to CNN or Howard Stern, and not just to music. That's why we have a laserlike focus on getting content - because we think that content is what wins."

Given the paucity of revenue that Internet radio is producing right now - the entire industry generated $74 million last year, according to AccuStream iMedia Research, as compared to $1.7 billion for Sirius XM - it's hard to imagine how Internet radio could compete for a shock jock like Howard Stern (whom Sirius is paying $100 million a year) or for the rights to broadcast every Major League Baseball game (rights that XM is paying nearly $60 million a year for).

Plus, one of the benefits of the Sirius/XM merger - aside from the cost savings - is that several years from now, once all Sirius and XM customers are on the same system, half of Sirius XM's spectrum will be freed for other uses. The company already sells some premium content - Sirius customers can now pay an extra $4 a month to access the best XM channels, and vice versa - but Karmazin envisions a wider menu of premium radio content down the road. Maybe people "will want to get the superduper Howard Stern channel," he says.

Premium content wouldn't necessarily be limited to audio. Sirius XM currently offers a three-channel Backseat TV service for select Chrysler and Jeep SUVs. (For an extra $7 a month, Sirius subscribers can get mobile feeds of the Disney Channel, Nickelodeon, and the Cartoon Network.) If Sirius XM wanted to launch more video channels, it would probably have a willing partner in Liberty Media, which owns half of DirecTV as well as several cable networks, including QVC and Starz.

During Liberty's fourth-quarter conference call with analysts, Maffei spoke excitedly of the possibility of turning Sirius XM's excess spectrum into a mobile video platform for DirecTV: "The great dream, perhaps, is that you have ... 150 audio channels on one consolidated Sirius XM platform that only consumed [half] of the spectrum, and [the other half] becomes therefore available for mobile video. That would be a great intersection of where the skills of Sirius XM and DirecTV reside."

Asked about Maffei's musings, Karmazin doesn't want to be pinned down. "We could also have 130 more audio channels," Karmazin says. "We could go to Wal-Mart (WMT, Fortune 500) and say, 'Hey, Wal-Mart, how would you like to have a channel that's just for you?' We could say, 'Hey, Mormon Church. How would you like to have a channel?'

"There's just a lot of opportunities, and it's so refreshing to finally be able to think about them. Because for the last three months, all I've been thinking about is liquidity, liquidity, liquidity."
Um abraço e bons negócios.

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Sim senhor....

por rasteiro » 12/3/2009 22:10

cada vez mais gosto desta acção.
As noticias boas estão a começar a chegar, e ainda não vão ficar por aqui.
Por isso segurem-se que o comboio já vai em marcha, e quando vai parar, isso vamos ver!!!! :mrgreen:

Até hoje nestes anos todos de bolsa, nunca tinha ganho tanto numa acção como nesta menina.

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por acintra » 12/3/2009 19:20

Hoje foi esta noticia em que no 2º trimestre de 2009 já se vai ouvir a SIRI nos Ipod e Iphone. Uma noticia aguardada há muito tempo.

Continua a cahar que só começa a grande subida depois de alterarem o rating da divida e que está para breve.

os resultados foram melhores, apesar de negativos, e já mostram que a fusão da SIRI com a XM dá resultado.

Ainda tem um longo caminho pela frente, mas já com a divida de 2009 recolocada e ou comprada.

Can Apple Save Sirius XM?

One of the nuggets during this morning's Sirius XM Radio (Nasdaq: SIRI) conference call is that the satellite radio operator will roll out its own streaming solution for Apple's (Nasdaq: AAPL) App Store next quarter. That helps explain why a highly anticipated third-party program was mysteriously shelved last month.Sirius XM's program would allow iPhone users -- and iPod touch owners with Wi-Fi connectivity -- the ability to stream satellite radio.

It's about time!

The App Store presence would not only be a welcome addition to existing satellite radio accounts, but also allow Sirius XM to reach out to radio fans who aren't active subscribers. The company would naturally charge those users a premium for access -- but investors should keep their enthusiasm in check.

Yes, having "Apple" and "Sirius XM" in the same sentence is exciting, but the grim reality is that few iPhone -- and even fewer iPod touch -- owners will pay to stream Sirius XM. After all:

Music discovery sites like Pandora and Slacker have had free streaming apps for months.
Time Warner's (NYSE: TWX) AOL Radio offers a global smorgasbord of local radio stations.
Last.fm, owned by CBS (NYSE: CBS), offers a surprisingly deep catalog of genre-specific music.
These portable devices have built-in iPods, so owners already have access to free podcasts, and they've likely loaded their entire music collections through iTunes.
iPod touch owners can only stream when they are tethered to Wi-Fi connectivity, making it less likely for them to pay for a premium subscription service that only works in stationary conditions.
This is why the app's true benefit would be in keeping the company's churn in check. Subscribers would see more value in keeping their accounts active, given the multipurpose attraction of streaming online. That approach has worked swimmingly for Netflix (Nasdaq: NFLX).

Sirius XM can use the extra carrot. Churn rates inched higher this past quarter, and new car buyers aren't paying for satellite radio once their free trials run out at the conversion rate they used to. The company has also been bleeding retail subscribers for a couple of quarters now.

The faltering economy can be blamed for the negative trends, so it's important to see if they reverse as the climate improves. Either way, having an iPhone app -- one that clearly will be quite popular -- couldn't come at a better time for Sirius XM.
Um abraço e bons negócios.

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por sherek_JNEG » 12/3/2009 17:39

Saiu alguma noticia da sirius?
Ela hoje parece que está animada ,esta a subir 20%.
Abraços
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Esteve a 0.24 na pré abertura!!!!

por rasteiro » 11/3/2009 17:10

Mas isso foi a quantas horas ou minutos de abrir?
É que hoje não deu para acompanhar a bolsa, senão agora mesmo, mas ela abriu a 0.16.
E até agora nada de especial.
Será que vai ser desta que ela vai passar a barreira dos 0.20, com estas noticias favoráveis?


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Re: S&P places Sirius XM ratings on watch positive

por sherek_JNEG » 11/3/2009 12:53

acintra Escreveu:
sherek_JNEG Escreveu:
acintra Escreveu:Começam a surgir algumas noticias positivas, que vão fazer com que a SIRI suba para valores mais interessantes.

Bom dia
Na tua opinião achas que a nossa sirius poderá ser uma boa aposta a medio-longo prazo(1-3anos)?
Eu ontem mantive a minha pisição,poius ao meu preço medio as mais valias seriam pequenas e a minha "intuição" é que com esta injeção de capital poderá apareecer novos investidores e ela pode ir a valores bem mais acima ou será que o que estou a dizer é uma grande asneira?
Um abraço


Caro Sherek, eu continuo com as minhas e com um preço medio de 0,106. Quando desceu aos 0,06 reforçei, porque sempre achei que a SIRI não podia falir. Existiam diversos envolvidos seja investidores, credores, artistas, ligas de futebol, NASCAR e subscritores que se iam revoltar e o Ch. 11 era pior do que a entrada de dinheiro em troca de uma posição na empresa. Por exemplo o Ergen deu mais dinheiro que o Malone, mas queria 51% em vez do 40% negociados e para alem disso o Mel Karmazin odeia o Ergen desde sempre.

Por isso estou convencido que a SIRI tem um bom caminho de subida pela frente, até porque mais baixo do que já foi 0,06 é muito improvavél que vá. Não vendi ontem, até porque não pretendo andar constatemente a olhar para o computador no compra-vende, vende-compra, compreendo a posição do Rasteiro em preferir "um pássaro na mão que dois a voar", mas esta foi a minha estrtégia desde o principio e que já mencionei. Investimento tipo casino, que já resultou na não falençia, até agora pelo menos, e aguardar por valores mais próximos dos que coloquei como objectivo. Atenção que esta é a forma que eu escolhi e não está a ser aconselhada, porque cada um deve seguir os seus objectivos e formas de investir.

P.S. Quando fizeres quote, seleciona o texto todo e assim aparece a branco o que foi escrito anteriormente, ou podes simplesmente premir o botão citar que faz a mesma coisa.

Um abraço.



Bom dia
Hoje já este na pré-aberura a 0,24$ parece que hoje isto deve animar um pouco,estou dentro e vou ficar para ver o "baile"...
Estou disposto a pagar para ver
Abraços
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por acintra » 7/3/2009 12:02

Mais uma boa noticia para a SIRI, pelo menos em 2009 já pode respirar.

Entretanto os resultados saem dia 17 de Março e são uma incognita, porque ou levaram uma grande cacetada com o decrescimo nas vendas dos carros ou o forecast que apresentaram em Outubro era negro demais e pode sair uma surpresa. Existe ainda a possibilidade de os ratings poderem subir, conforme já uma casa de investimento referiu que poderia subir a notação.

Penso que só vão emitir opinião/decisão depois dos resultados, mas quando Malone comprou a divida a vencer em Março avisaram que o podiam fazer, agora que comprou a divida de 2009 toda, até podem tomar a decisão antes dos resultados.

Continuo com a minha posição aberta.



NEW YORK (AP) -- Sirius XM Radio Inc. on Friday said it has closed the $530 million investment deal with Liberty Media Corp. and extended the maturity of certain debt coming due in two months, to 2010.
ADVERTISEMENT


The completion of the deals gives Sirius XM about a year's breathing room. While the satellite radio's service is popular, it has been struggling under a heavy debt load. It faced a bankruptcy filing if it couldn't refinance or pay off debt coming due this year.

Charlie Ergen, chief executive of Dish Network Corp., fought for control of Sirius after buying a substantial amount of debt due last month. But Sirius turned to Liberty Media.

Liberty, led by media mogul John Malone, agreed to loan funds to Sirius. It also received 12.5 million shares of new preferred stock convertible into a 40 percent Sirius stake.

Of Liberty's $530 million investment, $280 million was used to pay off $171.6 million of debt due last month and the rest went toward general corporate uses for Sirius.

Sirius had $350 million coming due in May, but the maturity on $250 million was extended to May 2010. The other $100 million was replaced by a Liberty loan maturing in May 2011. These loans will carry interest rates of prime plus 11 percent to LIBOR plus 12 percent, with a floor of 3 percent for LIBOR, according to a late Friday Securities and Exchange Commission filing.

Sirius has $226 million coming due in December. Liberty will replace $150 million of that debt for new debt due in 2011. The rest will be paid from cash, Sirius said. The Liberty loan carries a 15 percent annual interest rate.

Shares of Sirius were up 1.5 cents to close at 14.5 cents on Friday.

(This version CORRECTS maturity date of $100 million loan to 2011 STED 2010 in 6th graf. ADDS interest rate levied on loans. UPDATES with closing stock price.)
Um abraço e bons negócios.

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por Enslaved » 25/2/2009 12:44

Boas, qual é o código desta menina na plantaforma do best pró?
Surf's up and down in the markets
http://elliottmarketwaves.blogspot.com/
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Re: S&P places Sirius XM ratings on watch positive

por acintra » 18/2/2009 11:05

sherek_JNEG Escreveu:
acintra Escreveu:Começam a surgir algumas noticias positivas, que vão fazer com que a SIRI suba para valores mais interessantes.

Bom dia
Na tua opinião achas que a nossa sirius poderá ser uma boa aposta a medio-longo prazo(1-3anos)?
Eu ontem mantive a minha pisição,poius ao meu preço medio as mais valias seriam pequenas e a minha "intuição" é que com esta injeção de capital poderá apareecer novos investidores e ela pode ir a valores bem mais acima ou será que o que estou a dizer é uma grande asneira?
Um abraço


Caro Sherek, eu continuo com as minhas e com um preço medio de 0,106. Quando desceu aos 0,06 reforçei, porque sempre achei que a SIRI não podia falir. Existiam diversos envolvidos seja investidores, credores, artistas, ligas de futebol, NASCAR e subscritores que se iam revoltar e o Ch. 11 era pior do que a entrada de dinheiro em troca de uma posição na empresa. Por exemplo o Ergen deu mais dinheiro que o Malone, mas queria 51% em vez do 40% negociados e para alem disso o Mel Karmazin odeia o Ergen desde sempre.

Por isso estou convencido que a SIRI tem um bom caminho de subida pela frente, até porque mais baixo do que já foi 0,06 é muito improvavél que vá. Não vendi ontem, até porque não pretendo andar constatemente a olhar para o computador no compra-vende, vende-compra, compreendo a posição do Rasteiro em preferir "um pássaro na mão que dois a voar", mas esta foi a minha estrtégia desde o principio e que já mencionei. Investimento tipo casino, que já resultou na não falençia, até agora pelo menos, e aguardar por valores mais próximos dos que coloquei como objectivo. Atenção que esta é a forma que eu escolhi e não está a ser aconselhada, porque cada um deve seguir os seus objectivos e formas de investir.

P.S. Quando fizeres quote, seleciona o texto todo e assim aparece a branco o que foi escrito anteriormente, ou podes simplesmente premir o botão citar que faz a mesma coisa.

Um abraço.
Um abraço e bons negócios.

Artur Cintra
 
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Re: S&P places Sirius XM ratings on watch positive

por rasteiro » 18/2/2009 9:29

Eu na minha opinião ela ainda é capaz de dar mais um resalto bom.
Por isso mantive cerca de 25% da minha carteira.
Mas como hoje em dia hoje isto na bolsa já não era o que era, preferi salvaguardar, uma parte do capital investido, porque estava MUITO exposto a esta menina.

Mas continuo na minha que é uma boa acção.

Abraços

sherek_JNEG Escreveu:
acintra Escreveu:Começam a surgir algumas noticias positivas, que vão fazer com que a SIRI suba para valores mais interessantes.

Bom dia
Na tua opinião achas que a nossa sirius poderá ser uma boa aposta a medio-longo prazo(1-3anos)?
Eu ontem mantive a minha pisição,poius ao meu preço medio as mais valias seriam pequenas e a minha "intuição" é que com esta injeção de capital poderá apareecer novos investidores e ela pode ir a valores bem mais acima ou será que o que estou a dizer é uma grande asneira?
Um abraço
 
Mensagens: 3084
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Re: S&P places Sirius XM ratings on watch positive

por sherek_JNEG » 18/2/2009 9:22

[quote="acintra"]Começam a surgir algumas noticias positivas, que vão fazer com que a SIRI suba para valores mais interessantes.

Bom dia
Na tua opinião achas que a nossa sirius poderá ser uma boa aposta a medio-longo prazo(1-3anos)?
Eu ontem mantive a minha pisição,poius ao meu preço medio as mais valias seriam pequenas e a minha "intuição" é que com esta injeção de capital poderá apareecer novos investidores e ela pode ir a valores bem mais acima ou será que o que estou a dizer é uma grande asneira?
Um abraço
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S&P places Sirius XM ratings on watch positive

por acintra » 18/2/2009 9:03

Começam a surgir algumas noticias positivas, que vão fazer com que a SIRI suba para valores mais interessantes.

Tuesday February 17, 6:48 pm ET
S&P places Sirius XM Radio credit ratings on positive watch after Liberty Media investment


NEW YORK (AP) -- Standard & Poor's Ratings Services on Tuesday placed its 'CCC' creditworthiness rating on Sirius XM Radio Inc. on CreditWatch with positive implications, after Liberty Media Corp. agreed to make a $530 million investment in the satellite radio provider, saving it from bankruptcy.
Publicit�

Liberty will provide a $280 million senior secured loan to Sirius, $250 million of which will be funded on Tuesday. Sirius will use the proceeds to repay $172 million of its maturing 2.5 percent convertible notes that had been due. The rest will be used for general corporate purposes.

The second phase of Liberty's investment provides another loan of $150 million to Sirius XM. Liberty has also agreed to offer to buy up to $100 million of the loans outstanding under Sirius XM's existing credit facilities.

S&P said Sirius still faces significant debt maturities in 2009, with $350 million of XM bank debt coming due in May and $227.5 million worth of XM 10 percent convertible senior notes due in December.

In addition, Standard & Poor's believes the company may encounter significant obstacles in meeting its 2009 financial targets of $300 million of EBITDA and modestly positive free cash flow, considering the sharp decline in U.S. auto sales and the weak retail consumer electronics market, which may slow subscriber growth.

But S&P said it may upgrade the company's corporate credit rating one notch to "CCC+," four notches above default, if Sirius demonstrates progress toward achieving sustainable profitability and positive discretionary cash flow, and addresses its sizable remaining 2009 debt maturities.

Separately, S&P said Liberty Media's 'BB+' rating, which is one notch below investment-grade, remains on watch negative in the wake of its deal with Sirius XM.

"Liberty Media's investment in Sirius XM currently does not affect our prospective rating outcome following the split-off of LMEI," said Standard & Poor's credit analyst Andy Liu in a statement. "We still expect to lower our rating on Liberty Media to 'BB-' with a negative outlook. However, given that SIRIUS faces maturities above and beyond Liberty Media's investment, as well as significant operating challenges, a further financial commitment by Liberty Media could affect our rating on the company."
Um abraço e bons negócios.

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Não é já.....

por rasteiro » 17/2/2009 15:58

É só para a ultima quinzena de Agosto.

Abraços


ja vou Escreveu:Boas férias ;-)

e não o gastes todo de uma vez :mrgreen:
 
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por ja vou » 17/2/2009 15:49

Boas férias ;-)

e não o gastes todo de uma vez :mrgreen:
 
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%

por rasteiro » 17/2/2009 15:40

são 10%, que terás que pagar sobre os lucros, depois na declaração de irs.
Mas para isso tive que preencher uns papeis, que o meu gestor de contas me enviou, senão teria que pagar 20%, sobre os lucros.

Já agora vendi 75% da minha carteira a 0.21.
Se calhar precipitei-me, mas já tinha feito as minhas contas que se abrisse acima dos 0.20, eram para vender.

AFINAL SEMPRE POSSO IR MARCAR AS MINHAS FÉRIA DESTE ANO QUE TANTO DESEJAVA.

Abraços


sherek_JNEG Escreveu:Rasteiro como o banco que tu operas é o bpi sabes dizer-me qual é o valor percentual que fica retido nos EUA quando tens mais valias?
Abraços
 
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por ja vou » 17/2/2009 15:36

Não leves a mal mas parece-me muito pouco provável que as mais valias nos states vos tirem o sono tendo em conta a vossa forma de negociar.
:mrgreen:
 
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por sherek_JNEG » 17/2/2009 15:29

Rasteiro como o banco que tu operas é o bpi sabes dizer-me qual é o valor percentual que fica retido nos EUA quando tens mais valias?
Abraços
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Liberty Media to invest in Sirius XM Radio

por rasteiro » 17/2/2009 15:26

NEW YORK (AP) — Sirius XM Radio and Liberty Media say they have signed a deal in which Liberty will invest $530 million in the financially struggling satellite radio company.

Sirius XM Radio Inc. and Liberty Media Corp. said Tuesday the investment's first phase includes a $280 million senior secured loan $250 million of which will be funded Tuesday. Liberty will get 12.5 million shares of preferred stock convertible into 40 percent of Sirius's common shares, and two seats on the company's board.

New York-based Sirius had said Friday it could file for bankruptcy as early as Tuesday if it cannot negotiate with its debt holders.
 
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..............

por rasteiro » 17/2/2009 15:19

Eu no teu lugar, preferia ganhar pouco e telo no bolso que estar á espera por mais e depois isso não vir a acontecer.
Os meus negócios é ganhar pouco mas ter sempre o dinheiro disponivél para outro que apareça.
O que não é o caso desta menina que só me tém dado alegrias, com altas margens de lucro.

Abraços


sherek_JNEG Escreveu:peço desculpa mas nao reparei que não escrevi nada .
Mas a minha questão é se na tua opiniao devo manter as que tenho a 0.21 e esperar por valores mais altos ,quem sabe 1$ ou realizar as mais valias e esperar por elas novamente cá mais abaixo 0,10$ por exemplo.
O que farias tu no meu caso?
Abraços
 
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por sherek_JNEG » 17/2/2009 14:57

peço desculpa mas nao reparei que não escrevi nada .
Mas a minha questão é se na tua opiniao devo manter as que tenho a 0.21 e esperar por valores mais altos ,quem sabe 1$ ou realizar as mais valias e esperar por elas novamente cá mais abaixo 0,10$ por exemplo.
O que farias tu no meu caso?
Abraços
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Re: Isto hoje promete.............

por rasteiro » 17/2/2009 14:52

NÃO SEI O QUE QUERES DIZER COM O QUE CITASTE.
PODES SER MAAIS CLARO?


aBRAÇOS

sherek_JNEG Escreveu:
rasteiro Escreveu:Enteri a 0.0975, e depois fiz um reforço a 0.102.
É claro que as que comprei a 0.0975 dei a aordem a 0.10, e as de 0.102 dei a ordem a 0.11.
Se ela abrir a cima dos 0.20, já me dou por contente.
Estamos a 1 hora da abertura e ela anda ali por volta dos 0.23 a 0.25

Abraços.

sherek_JNEG Escreveu:
rasteiro Escreveu:Acho que já vou marcar as minhas férias hoje, para este ano.


Grande titulo este.

Pois eu na sexta deixei uma ordem a 0,09 mas elas não cairam agora uma pergunta ,será que é de manter as que tenho a 0,21 e esperar que a nossa sirius suba a valores bem mais altos ou fazer já a mais valias ,embora pequenas e esperar por elas cá mais a abaixo ?
Abraços

Abraços



mas sempre conseguistes entrar na sexta feira?
Um abraço
 
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