Satellite Radio Report Card, 2.01.05
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|
Company |
Symbol |
P/E*
|
Price 1.31.05 |
52-wk high/ low |
Earnings/ |
Market Cap/# Shares |
Sales/ Income B=billion |
Employees |
Debt/ |
Insider Trading (last 12 months) |
Sirus Satellite Radio |
SIRI |
NA |
6.63 |
9.43 2.01 |
-.53 |
8.362 B 1.263 B |
46.60 M -598.10 M |
375 |
.40 |
$8.1 million purchased (Mel Karmazin) $34 million Sold |
XM Satellite Radio |
XMSR |
NA |
31.62 |
40.89 20.35 |
-3.47 |
6.743 B 204.7 M |
194.1 M -617.1 M |
425 |
1.69 |
None filed. |
*P/E is well below industry average.
**Dividend-paying stock.
Data obtained off of www.moneycentral.msn.com, www.sec.gov/edgar, and other news sources, including the NY Times, Reuters, Bloomberg, CNBC and press releases.
|
Company |
Description |
News and Comments |
|
Sirius |
One of two major players in the emerging satellite radio market. |
New CEO, Mel Karmazin, purchased $8 million in shares at $5.36 each. Mr. Karmazin’s career success record includes President and CEO of Viacom (CBS, MTV, Showtime, Paramount Pictures) from May 2000 until June 2004. Talent/programming includes: Howard Stern, NBA, NFL and more… Underdog with strong new leadership may gain market share. Cool-looking web-site. Deals with Ford, Chrysler, Dodge, Mercedes Benz, Pioneer, Toyota, Target, Office Depot, Mazda, Hertz, Porsche, RadioShack. Added to NASDAQ 100 index effective 12.20.04. For 2004, Sirius' loss grew to $712.2 million, or 57 cents a share, from the previous year's $314.4 million, or 38 cents a share. Revenue jumped to $66.9 million from $12.9 million. (AP) 1.2 million subscribers. |
XM Satellite Radio |
One of two major players in the emerging satellite radio market. |
Programming includes Dr. Laura, Major League Baseball and Gordon Liddy. Big Lead over Sirius in subscribers and revenue. Deals with National and Alamo Rent a Car, General Motors, Honda,Toyota, Audi, Porsche, Panasonic, Saab, Volkswagen, Nissan, Jet Blue… 2.10.05 at 10:00 a.m., XMSR releases 4Q and full year 2004 results. 3.2 million subscribers. |
"The potential for competition confirms that the market for satellite radio is quite huge. The estimates for 50-100 million subscribers may not be so absurd after all; larger players potentially may enter the market. Caputring its fair share of such a market will result in Sirius being valued at $40 billion or more." James Dlugosch, Rational Investor, 1.11.05