@foodiestockmama@GoatBeardzDD@TeddyRJ741 Your 100 warrants give you the right to buy 100 shares for $3,200 before expiry. If GME reaches $40, they carry roughly $800 of intrinsic value.
@DominosJack@PhantomBlack699 What makes this bullish isn’t just the 9/14 date. Both sides want the remaining §16(b) ownership issue decided without a trial.
RC wins: his DK-Butterfly overhang disappears
The estate wins: it could recover $47.2M
@GoatBeardzDD BBBY reorganized NXH around 3 pillars, now suddenly GME reports three new categories based on how management runs the business. Add the note exchange and 9.8% eBay stake.. 🧸
@teddy__com The numbers do confirm that legacy GameStop is already being replaced by a much more profitable, collectibles-led business with a massive strategic stake in eBay.
If Teddy is the structure intended to house what comes next, this looks a lot more like preparation than coincidence
@GoatBeardzDD retiring $1.4b of notes may create material hedge unwinds, yet holders can buy OR sell and receive 55.5m shares. A §251(g)/ Teddy move is which I strongly believe too.
Thanks for the DD!
@heyitspixel69 Revenue fell because stores closed, France was sold, yet operating profit rose 2.4%. And GME was never funding eBay from cash alone, spending 358M to erase 1.4 debt strengthens the deal setup, not weakens it. But we will see what happens…
@Ripplr389658 I’m bullish too, but this doesn’t prove old equity is still alive. Most of this can be explained by stale or mixed reference data, especially with the new BBBY and BBBY.WS
@michaeljburry Delta hedging is not a bearish thesis. It’s temporary market mechanics. Long term value comes from what GME does with the capital, not a few weeks of hedge flows
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