Vpassion

$GME "I COULD DO A LOT WITH EBAY" SOURCE: RYAN COHEN ON TBPN

@RoaringKitty send it $GME

BREAKING🚨 GameStop’s Reported Short Interest Surges to 17%, the Highest Level since March $GME

please @ryancohen stunt on all these doubters and bears $gme

eBay board to meet this week to review the GameStop offer

HUGE @POWERPACKS NEWS COMING TODAY. HUGE @GAMESTOP SPONSORED TOURNAMENT STREAM COMING ON SATURDAY. NOTIFICATIONS ON. 🔔

The trap was set yesterday. Let’s get it $gme

$GME EBAY'S BOARD TO MEET THIS WEEK ON GAMESTOP'S OFFER "eBay had no discussions with or outreach from GameStop prior to receiving the proposal, the company said." Source: Joshua Fineman, Seeking Alpha

$GME #GameStop It would be right in line with how Ryan Cohen operates to have deliberately sabotaged yesterday’s CNBC interview on purpose to get everyone short just to release the real news and information today. Grab your popcorn.

$GME catalyst to launch it $40/$50+ makes sense for half cash half stock.

Look, I 'm still evaluating things with GME but I'm leaning towards this view. If you don't know who Andy is, this guy spent decades on Wall Street. Starting with Salomon fixed income, then at Bridgewater and Brevan Howard. I don't always agree with him, but he knows his shit. And he thinks this deal is not far fetched.

So Paramount can do the exact same thing $GME is doing with EBAY, to an even bigger scale I'll add, and it gets a total pass? But when it's GameStop, it's simply unfathomable for the mainstream media to comprehend.

Being so intentionally blind and hateful over one specific company . Since when do we call doing business a madness? If that kind of transaction is a madness than im mad as hell. $GME

$GME they literally launched a coin from ryan cohen's interview "WEBSITE" lmao. pump.fun/coin/8ur19iW99…

$GME Bullish ?

Round 2 tomorrow? $GME

AH NEWS MARK IT $GME

100000%

@compound248 @JosephCobraKai @just_k_j @andrewrsorkin Not if GME share will be worth $75 a share momentarily ...

@JosephCobraKai @just_k_j @andrewrsorkin Nope. Because you have to take the $20 of cash per share that it is paying to eBay out of GME’s share price. That leaves you with shares ex cash worth ~$5. Then you issue more like 12 ex cash GMEs per EBAY share.

The $GME proposed acquisition of $EBAY is even dumber than it sounds, which is why he refused to answer @andrewrsorkin's basic questions this am. To start, the ACTUAL proposal is not GME acquiring EBAY: GME is the seller, not the buyer. Ryan Cohen is asking eBay to acquire GME, fire eBay's CEO, and let Ryan run the business. Onto the dumbness of the proposal details: The idea is 50% cash / 50% stock for roughly $56 billion of consideration to eBay. Pundits note GME's ~$11.1B market cap and ~$9B of existing cash. BUT THAT DOUBLE-COUNTS. Of GME's ~$11.1B market cap, ~$9B IS THE CASH. Or 81% of the market cap. If I have a company worth $110 with $90 of net cash, it's not worth $180: the cash is worth $90, and the company ex-cash is worth $20 = $110. As shown below, if GME pays eBay the ~$9B in existing cash, the remaining market cap (from eBay's perspective) is ~$2.1B. GME shares are worth ~$5/share ex cash. To issue $28 billion of GME shares, it has to issue ~5.6B of new shares to eBay (vs 590B FD GME shares today), giving eBay 90%+ of the post-deal shares (+ $28 billion of cash to eBay owners). To be clear, GME is proposing that eBay acquire GME, with GME owning 10% of the CombinedCo. In 2026, eBay is expected to generate $2.8B of free cash flow vs $500 mm by GameStop (15% of combinedco). eBay revenue is expected to GROW 9% in 2026 while GME's is expected to shrink 1% (and has shrunk >40% in 5 years). So eBay brings 85% of the cash flow and is growing, and gets 90% of a newco that is dragged down by GameStop's declining revenue. To compensate for owning a lower quality CombinedCo, it levers up and pays legacy eBay $62/share in cash. However, that cash is financed by the quality of eBay's business, not GameStop. eBay doesn't need GameStop to recap its existing business - it could do so and continue to own 100% of the better business. Ultimately, this is GME attempting to swap into a better business by selling itself to eBay, not vice versa. Everyone knows this deal won't happen, Ryan Cohen included.

here's where the real interview will happen $GME