Keith Grayson
803 posts
Keith Grayson
@keithlgrayson
Get shit done. 🐗
Scottsdale, AZ Katılım Mart 2022
79 Takip Edilen1.6K Takipçiler
Just so we are clear
$GME would need to dilute by around 60%
And their share count would need to increase by +150% in order to come up with the $16 Billion they are short to acquire $EBAY.
Cohen was very uncomfortable today because of this
No wonder Burry got out.
$GME is dying.
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So GameStop is using a derivative hostile takeover attempt of eBay like Porsche tried to do with Volkswagen in 2008….weird parallel.
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Short Sale Restriction on $GME the next two trading days. 5/8 calls purchased.
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Keith Grayson retweetledi
I think it’s about reversal time.
Bullishness curling up massively.
$GME
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I think we will be dealing with the recalcitrant Cohen from Gamestop for ages. I think he loves what he's doing.. which is to try to make everyone look puzzled when he is puzzling-and i am being a real gent in putting it like that-- rival Amazon? I am at Amazon today.. hmmm
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@keithlgrayson Got up to almost $29 over the weekend and currently at $25…let’s get this party started. Lol
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$GME investors realizing there’s no short squeeze happening but there is a 70% share dilution for existing shareholders coming
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eBay board will reject and @ryancohen can sell the eBay shares for nearly a $1B return. $GME is in the drivers seat.
Alex Thompson@sierrastrades
🚨 TOP 10 $GME MOMENTS TODAY —(The Day RC Dropped the Bomb) (Yeah, bookmark this) 1. RC sends the formal letter — Ryan Cohen officially proposes GameStop acquire 100% of eBay at $125 per share (a 46% premium). 2. $55.5 Billion deal value — The biggest “very very very big” consumer acquisition in GME history is now on the table. 3. GME already owns 5% of eBay — Quiet toehold stake built. Schedule 13D + HSR filing drops tomorrow (May 4). 4. 50% cash + 50% GME stock offer — Shareholders get election rights. Cash funded from GME’s $9.4B pile + up to $20B financing commitment from TD Securities. 5. RC promises $2 BILLION in cost cuts in Year 1 — $1.2B from Sales & Marketing, $300M from Product Development, $500M from G&A. Classic Chewy efficiency playbook. 6. RC to become CEO of the combined company — Zero salary, zero bonuses, zero golden parachute. Compensation 100% tied to performance (exactly like his GME package). 7. eBay’s EPS would jump from $4.26 to $7.79 in Year 1 on cost cuts alone (per the letter). 8. Michael Burry drops alternatives to eBay 9. Market reaction begins — GME and eBay both popped hard in after-hours/extended trading as the letter hit. 10. The clock is now officially running — eBay’s board must review this unsolicited 46% premium offer and respond in the coming days/weeks. Today was one of the biggest days in GME history. The “very very very big” deal just went from tease to official proposal. Did I miss anything? 🌊🌊🌊
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@Hog_wild69 @larryvc There will be a retracement at some point tomorrow to $27 ish. It will need to settle back within the bollinger bands on the daily. And there will be a dilutive event at some point to get more cash for the purchase.
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@FreeWyckoffs Are you actually claiming that GME will be issuing 1B new shares?
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Are you guys trying to figure out the deal with $EBAY ?
I can help you with math on this one:
$GME does not have enough cash even with TD backing.
$27.75 billion would be paid in new GME shares.
That's close to 1B new GME shares.
Adding eBay's $55.5B equity value would reprice GME to reflect the blended value. You see the issue in acquiring a company 3-4 times your size?
AKA: $GME drops initially off huge mechanical dilution to...
mid-to-high teens. 🫣
But you could have seen that coming if you just did some simple VPA...
GIF
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I think dilution can happen before $32 and I think exercising can occur over $32 which can also drop price.
I still think $17-$18 (offering) then $40’s after the down move, then $32 retest after warrants exercised in the $40’s which make $32 support. Then, the big move.
Thesis 2@GMEThesis2
@FreeWyckoffs Diluting the shares below the warrant price makes no sense. I think dilution of some kind happens, but the good kind. "Dilution is always bad" is a psyop
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@BunkiePerkins Almost. Betonville, Siloam Springs, Springdale
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