Forthcoming Comingforth

The Echo Chamber - Episode 92

“Forthcoming Comingforth"

It’s been 30 days since Ryan Cohen converted GameStop’s eBay put/call pairs into physical shares, and with 9.8% ownership now directly in hand, the question is why. This week we break down the possible reasons behind the move, including voting power, a potential proxy fight, leverage with eBay’s board, and whether removing counterparty uncertainty could be part of a broader strategy.

Speaking of removing uncertainty, we spend some time talking about the warrants and the debt-for-equity exchange. Could this all be about removing overhang so the skies are clear overhead?

Jake joins Fitzzzy for Episode 92 to talk all things @gamestop, retro gaming, and charts and a whole lot more.

Timestamps

INTROS

• 0:05 : Intros

EBAY UPDATE

• 8:35 : eBay Price / 14% Drop
• 15:05 : Why Convert Early?
• 18:05 : Proxy Fight / The 20% Coalition
• 26:20 : Forthcoming Is Still Coming Forth

DEBT EXCHANGE

• 29:20 : 35-Day Pricing Window
• 31:35 : Who’s on the Other Side?
• 33:05 : Price Based in Part
• 37:50 : Could There Be More Debt Exchanges?
• 38:20 : Debt as a Liability / Tied to eBay?

WARRANTS

• 36:20 : Will the Warrants Finish ITM?
• 38:05 : The Road to $32 / Clear Skies
• 40:50 : What Happens if the Warrants Expire Worthless?
• 41:50 : Squeeze the Warrants

BREAK

• 51:50 : Break / Call of Booty

RETRO GAMING WITH JAKE / SHOP GAMESTOP

• 1:00:35 : Jake’s 4,000+ Game Collection
• 1:03:20 : Physical vs. Digital Gaming
• 1:07:20 : Should GameStop Grade Video Games?

WEEK IN REVIEW

• 1:28:30 : Opening Sell-Offs / Trading the Bounce
• 1:33:15 : IV Climbing / Max Pain
• 1:34:30 : OPEX Week / Looking for the Low
• 1:36:30 : Institutional Buying / Call Selling
• 1:39:00 : Price Predictions / $17.70 Gap

ANNOUNCEMENTS

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• Watch the Live Stream

Thank you to everyone who joined us in chat for the live stream. Special thanks to all the homies in TEC, could not do the show without you

LFG $GME

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