Competitors Plan Attack on iHeart, Premiere & Seacrest

INSIDE …

  • It happens next week – details on how ugly it’s going to be.
  • Big money is on the line – how big?
  • The 3 competitors that are forming a consortium to carry out the attack.
  • How this first time ever initiative turns iHeart, Premiere and Seacrest’s strengths into a major liability.
  • Why iHeart’s monopolistic Katz rep firm is being caught flat footed.
  • This is a national effort but the same concept would work for local stations – here’s the plan of attack.

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The Entercom Station Trust

INSIDE …

  • Will Entercom set up a trust to hold stations awaiting further deregulation or  sell them when the merger closes for money.
  • How lenders want Entercom to handle the extra stations.
  • Is Lew Dickey still in as a spin-off partner?
  • Which buyers does Entercom look to as safe for selling spin-offs.
  • Which current Entercom stations are likely to be sold and to whom?  We name them and their markets.

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Entercom Ready to Spin AND Buy

INSIDE …

  • We’ve got a report of Entercom turning down a high-priced deal for one of their currently owned radio station – here are the details including price.
  • That doesn’t mean they’re not entertaining other offers – see where.
  • What is the one thing on the calendar that is pushing Entercom to consider selling some stations even before the DOJ approves the CBS merger.
  • Rule number one that will absolutely never be broken is that David Field will never, ever do what? Here it is and you can bet on it.
  • Which potential buyers Entercom favors.
  • And this! Entercom may be a buyer out of the box once the CBS merger closes – look at this station and this market first.

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Entercom After the CBS Merger

INSIDE …

  • Who will run daily operations?
  • Is there a place for Scott Herman post merger?
  • Will Entercom start its own rep firm?
  • How will Entercom fight the rate cutting that is destroying iHeart and Cumulus?
  • Programmatic buying – are they on board to cut sales costs and commissions?
  • Programming plans revealed.
  • Future expansion possibilities.
  • Debt strategy to avoid becoming buried in red ink like iHeart and Cumulus.
  • Their digital plans together.
  • David Field’s job security (the Fields own less than 30% of the new entity).

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Beware of a Cumulus/Dickey Deal

INSIDE …

  • The compelling evidence of a Cumulus/Lew Dickey deal.
  • What might that deal look like?
  • Why it now behooves Cumulus to help Lew Dickey get back in the radio business.
  • What Lew Dickey could have that Cumulus badly needs.
  • Why Cumulus is so afraid of what Lew is up to that they would rather deal with him.

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SiriusXM Exposed

INSIDE …

  • Why buy 19% of Pandora on the decline.
  • After Howard Stern – the plan.
  • Now it can be told!  What Mel Karmazin threatened to do to SiriusXM in his last days as CEO.  This is over the top even for Mel!
  • Startling revelation about each channel’s listenership.
  • What SiriusXM is not coming clean about when it comes to advertising.

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Clownsquare, Cumulus & Dickey

INSIDE …

  • These three players are the focus of fierce speculation about taking each other out but what Townsquare, Cumulus and Lew Dickey’s Modern Media are really getting set to do is a shocker – not what we’re being led to believe.  We examine each one’s likely moves.
  • True or false, Townsquare’s chief investor wants to sell? 
  • Cumulus is going to merge with Verizon – see, you believed that.  That’s what I mean, the radio industry will believe anything at this point.  Here is what Cumulus is really going to do and bankruptcy is baked in already – but there’s more.
  • Then there’s lots of talk about Modern Media buying -- of all things --Townsquare.  Did Townsquare start that rumor?  What IS going down between Lew and “Clownsquare”.
  • Fredo!  Forget what Lew buys, is he going to bring Fredo back or has he finally learned his lesson.  Here’s my bet on that one.

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