tartz: ja veel, minuarust on LHV pro all selgelt segamini aetud investeerimine ja kauplemine. ma pole ise selle klient veel(on plaanis), aga nii palju kui nad avalikult näitavad.
LHV Pro all on kauplemis- ja investeerimisideed üldse eraldi välja toodud. Investeerimisideid on märgatavalt rohkem, aga siin foorumites leiavad kauplemideed rohkem kajastamist, ilmselt on enamik aktiivseid foorumlasi kauplejad, teiseks ei ole investeerimisideede horisondist tulenevalt väga tihti põhjust neid mainida.
stocker: Ma orienteerun LHV meeste nimede järgi. Siinkohal võiks keegi LHV-st sellekohastanda infi jagada, kes millele rohkem rõhku paneb.
Ainult enda nimel: minu rõhk on pikaajalisel ja suhteliselt konservatiivsel investeerimisel (indeksid, fondid, ETFid) jne. Aga oman ka kauplemisportfelli LHV Trader baasil, arvestades kauplejate suurt hulka LHV klientide hulgas on kauplemiskogemuse omandamine vajalik, et suuta kliente selles osas nõustada. Kauplemisportfellis on siis enamus ideid vastupidiselt investeerimispoolele keskmise või kõrgema riskiga, palju kasutan optsioone sh. optsioonide kirjutamist.
Kopeerisin ka siia Oliveri kommentaari börsipäeva foorumist ...
SIRI -8%, kuna kuuldavasti DirectTV (DTV) tahab ka samasse ärisse siseneda. Kuulujutu tasandil!
2 mõtet sellega seoses ...
1) Kui kuulujutt põhjustab sellise liikumise, mis siis võib teha mõni faktidel põhinev uudis?
2) Kui aktsiatel on omadus liikuda enne optsioonireedet strike´de suunas (selle teooria osas on küll vastakaid arvamusi), siis on olukord üsna intrigeeriv - aktsia enamvähem 2 strike vahel nüüd ...
seega siis 7,5 jälle hinnasiht :(
kasutaja homeboy avas Siriuse teemal uue foorumi, kopeerisin selle teksti siiski siia, alati tasuks enne uue topicu alustamist siiski otsida vanade foorumite seast sobivat postituse kohta, otsingu jaoks on foorumite bloki juures luupi kujutav nupp ....
homeboy
Olen varemalt lugenud foorumit Siriusest numbrite keeles. Praegu on võimalus võtta kolme päevane free trial online.
Olen nüüd 2 päeva kuulanud ja jõua oodata kuna nad oma plaanidega euroopasse jõuavad.
check it out
Netflix VS Sirius
Take a satellite radio tour on our Southern road trip.
Tune In to Sirius' Fatal Flaw
On Tuesday morning, the news out of the Sirius Satellite Radio (SIRI) PR machine in midtown Manhattan was the unveiling of an all-Jimmy Buffett channel called Radio Margaritaville.
Meanwhile, down the street on Park Avenue, a well-regarded capital-structure research firm called CreditSights was explaining to its institutional bond holder client base why such content deals were dooming Sirius investors to a very serious hangover.
Its analysts believe, as do I, that Sirius has a bright future as one of just two digital satellite radio services licensed to beam music to a gridlocked nation, but that its success at attracting subscribers won't necessarily be shared with shareholders.
CreditSights has little doubt that with the market opportunity presented by nearly 1 billion radios in homes, cars, boats and offices, Sirius will be competing for a subscriber base that could hit 46 million by 2011. It gets to that number by figuring 10% of new car buyers annually over the next five years will opt for a satellite radio subscription, while 20% of installed boat buyers will go for it, plus 10% of installed car buyers and 2% of households. Those numbers provide 8 million, 2.6 million, 23 million and 13 million subscribers, respectively, for Sirius and its competitor, XM Satellite Holdings (XMSR) to divvy up.
The two services compete along three axes, CreditSights says: Programming/Content, Consumer Technology/Retail, and OEM Auto Distribution. XM has big leads in the latter two categories, while Sirius has chosen to compete in the first. Sirius' biggest content splash was the signing of Howard Stern to a deal for $100 million a year over five years, rationalizing that his audience of 12 million listeners would yield at least 1 million subscribers a year -- more than covering the cost. Other costly deals the company has inked include NASCAR, Martha Stewart and the NFL, with contracts covering four to seven years and costing $21.5 million, $7.5 million and $27 million annually, respectively.
Finding the Right Road
The big question now is whether Sirius gets the lion share of new subs because of its splashy content-deal strategy, or XM gets the greater share because of its methodical distribution-deal strategy.
On Tuesday morning, the news out of the Sirius Satellite Radio (SIRI) PR machine in midtown Manhattan was the unveiling of an all-Jimmy Buffett channel called Radio Margaritaville.
Meanwhile, down the street on Park Avenue, a well-regarded capital-structure research firm called CreditSights was explaining to its institutional bond holder client base why such content deals were dooming Sirius investors to a very serious hangover.
Its analysts believe, as do I, that Sirius has a bright future as one of just two digital satellite radio services licensed to beam music to a gridlocked nation, but that its success at attracting subscribers won't necessarily be shared with shareholders.
CreditSights has little doubt that with the market opportunity presented by nearly 1 billion radios in homes, cars, boats and offices, Sirius will be competing for a subscriber base that could hit 46 million by 2011. It gets to that number by figuring 10% of new car buyers annually over the next five years will opt for a satellite radio subscription, while 20% of installed boat buyers will go for it, plus 10% of installed car buyers and 2% of households. Those numbers provide 8 million, 2.6 million, 23 million and 13 million subscribers, respectively, for Sirius and its competitor, XM Satellite Holdings (XMSR) to divvy up.
The two services compete along three axes, CreditSights says: Programming/Content, Consumer Technology/Retail, and OEM Auto Distribution. XM has big leads in the latter two categories, while Sirius has chosen to compete in the first. Sirius' biggest content splash was the signing of Howard Stern to a deal for $100 million a year over five years, rationalizing that his audience of 12 million listeners would yield at least 1 million subscribers a year -- more than covering the cost. Other costly deals the company has inked include NASCAR, Martha Stewart and the NFL, with contracts covering four to seven years and costing $21.5 million, $7.5 million and $27 million annually, respectively.
Finding the Right Road
The big question now is whether Sirius gets the lion share of new subs because of its splashy content-deal strategy, or XM gets the greater share because of its methodical distribution-deal strategy.
One of the biggest problems with the Sirius model, in the view of CreditSights, is that it has a fixed-cost model for an emerging product "in a notoriously fickle consumer industry." In other words, it is locked into paying these big contracts even if some cool new electronics medium or device emerges to steal customers. Blinded by the celebrity value of the content deals, the market has decided to value Sirius nonetheless at parity with XM despite the fact it's clearly lagging on all financial measures.
CreditSights' discounted cash flow analysis, which assumes strong subscriber growth, an improved market share of 40% (to XM's 60%) and a decline in subscriber acquisition costs, yields a present value of $3.50 to $4, or about a third lower than today's quote. Let's hope nothing actually goes wrong.
CreditSights ends its study with the observation that it may not be coincidental that XM focused on distribution and technology while Sirius focused on content, as these strategies would be complementary should the firms decide to merge, and somehow win federal regulatory approval. But Sirius by itself is so richly valued, despite its tremendous opportunity, that it will probably not be attractive to any but the most spendthrift acquirer.
In the meantime, the only way out of this mess for Sirius holders would be an announcement by Ford that it plans to factory-install Sirius radios in 80% of its cars by 2008.
Until then, company partisans will need to double up on the margaritas.
realmoney.com
Tuesday May 2, 8:13 am ET
Sirius Satellite Radio Inc. reported Tuesday that its first quarter loss more than doubled, due largely to expenses of $225 million in stock-related compensation to its star shock jock Howard Stern.
Revenues nearly tripled in the quarter to $126.7 million compared with $43.2 million in the same period a year ago as the company continued to build up its subscriber base.
Sirius said it had 4.1 million subscribers at the end of the first quarter, having added about 761,000 customers in the most recent period.
Kasv on siiski muljetavaldav!
Latest:
SIRIUS CEO: EXPECTS FORD, CHRYSLER TO RAMP UP SIRIUS INSTALL
Spekulatsioonid hakkavad realiseeruma.
MarketWatch (3:28 PM ET Feb 19, 2007):
Satellite-radio companies Sirius Satellite Radio Inc. (SIRI) and XM Satellite Radio Holdings Inc. (XMSR) have agreed to a $13 billion merger, the companies announced Monday. Under the terms of the all-stock deal, XM and Sirius shareholders will each own 50% of the combined company.
Ühesõnaga Kanadas oli eile kauplemispäev nind XMSR aktsia kerkis sealsel turul 27%.
Arvan, et lühiajalises perspektiivis tekib kindlasti väga häid kauplemisvõimalusi, kuid nende firmade sisuline ühendamine ja tegevuse kasumlikuks muutmine ei saa kerge olema.
Pikemas perspektiivis on siiski tegemist tugevalt kasvava äriga ja koos on tõhusam tavaraadiote konkurentsile vastu seista.