Cristoforo Atilius

[Cristoforo Atilius @a46858]

@Jbcrew1983 Daily in german 😄

[Cristoforo Atilius @a46858]

I usually hate fractals, but this is just crazy.

Orange line = $GME price action from April/May 2024.

[Cristoforo Atilius @a46858]

At the current share price of $18, a 50/50 cash-and-stock structure for the eBay acquisition would require such substantial equity issuance that @ryancohen 's stake in GameStop would be diluted to roughly 2%. That doesn’t make much strategic sense. $GME

[Cristoforo Atilius @a46858]

At the current share price of $18, a 50/50 cash-and-stock structure for the eBay acquisition would require such substantial equity issuance that @ryancohen 's stake in GameStop would be diluted to roughly 2%. That doesn’t make much strategic sense. $GME

[Cristoforo Atilius @a46858]

🔮 The 2.5 billion authorized share increase is NOT for retail dilution; it is the mandatory legal bridge for a 100% All-Cash Deal. The cash comes from a sovereign investor via convertible notes, allowing them to buy eBay without throwing a single share onto the open market. $gme

[Cristoforo Atilius @a46858]

We were around $28 when @ryancohen issued the first convertible notes. Why didn’t he just dilute the stock back then? It would have meant only ~50 million shares at the time.
$GME

[Cristoforo Atilius @a46858]

If @ryancohen doesn't pull an ace out of his sleeve during this VWAP window, I'll have to assume the convertible bond strategy didn't work out as planned. $GME

[Cristoforo Atilius @a46858]

The question is: do we buy more now, or is our CEO about to do something stupid again? 😂 $GME

[Cristoforo Atilius @a46858]

Did Ryan Cohen finally do the math and realize that the math doesn’t math? $gme 🤡

[Bloomberg @business]

GameStop, led by Chief Executive Officer Ryan Cohen, is considering withdrawing its $56 billion bid for eBay, sources say https://t.co/XCuTvRMysj

[Cristoforo Atilius @a46858]

Project Wee, Project Genesis, Project Sling....

When Project shareholder value @ryancohen? $GME

[Cristoforo Atilius @a46858]

If @ryancohen doesn't pull an ace out of his sleeve during this VWAP window, I'll have to assume the convertible bond strategy didn't work out as planned. $GME

[Cristoforo Atilius @a46858]

Project Wee, Project Genesis, Project Sling....

When Project shareholder value @ryancohen? $GME

[Cristoforo Atilius @a46858]

Surprise 😂

[HeroAssange @HeroAssange]

Ebay down over 2% in premarket after being down graded to underweight by Wells Fargo

Now has a price target of $92

Isn't Ryan Cohen one of Wells Fargos largest individual shareholders?

😄😄😄

[unusual_whales @unusual_whales]

BREAKING: GameStop, $GME, now owns nearly 10% of eBay, $EBAY, per Reuters

[Gunnewholikesthestock @GunnecracksSA]

I thought @EdLudlow was pretty fair and professional though.

Yes, RC has a point that a lot of the mainstream media hasn't been positive towards @gamestop in the past, but this interview/interviewer asked some good questions that $GME investors might want to hear. For example about the warrants or the Teddy website redirecting its traffic to GameStop now.
Nobody else brought up these questions in the previous interviews.
Getting a chance to explain your case for a broad public should be a positive anyway. Sometimes it looks like RC wants to go to war instead😹.

[Cristoforo Atilius @a46858]

@sneedweb They created a new one... GMEC

[Cristoforo Atilius @a46858]

Why is every interview just the same questions over and over again?
I hope that changes on thursday! $GME

[amit @amitisinvesting]

Sat down with Ryan Cohen, CEO of GameStop, to discuss his early starts in business, why he took a stake in GameStop 5 years ago, and why Ebay deserves a new home.

Thank you to @ryancohen for taking the time!

Timestamps:

00:00 - Intro
00:50 - Ryan's Beginnings in Business
05:50 - Why Pets?
12:20 - Why Enter into Gamestop
15:59 - Gamestop's Future
18:21 - Gamestop's Retail Community
23:10 - Collectibles TAM
26:09 - Why Ebay
30:45 - Ebay's response to the offer
36:20 - Ebay's Live Studio Play
38:00 - Agentic Commerce
41:08 - Rapid Fire

[Ed Ludlow @EdLudlow]

Thursday: Ryan Cohen joins me on Bloomberg Tech at 830amPT. As always, let me know what questions you have?

[Cristoforo Atilius @a46858]

The path is now clear for the all-cash offer I've been expecting. 🔮 $gme

[Cristoforo Atilius @a46858]

🔮 The 2.5 billion authorized share increase is NOT for retail dilution; it is the mandatory legal bridge for a 100% All-Cash Deal. The cash comes from a sovereign investor via convertible notes, allowing them to buy eBay without throwing a single share onto the open market. $gme

[Cristoforo Atilius @a46858]

As expected. $gme

[Cristoforo Atilius @a46858]

Tomorrow is GameStop's annual shareholder meeting. I still don't expect any major news. At least not yet. 🔮 $gme

[Cristoforo Atilius @a46858]

Tomorrow is GameStop's annual shareholder meeting. I still don't expect any major news. At least not yet. 🔮 $gme