
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. TimestampsINTROS0:05 : IntrosEBAY UPDATE8:35 : eBay Price / 14% Drop15:05 : Why Convert Early?18:05 : Proxy Fight / The 20% Coalition26:20 : Forthcoming Is Still Coming ForthDEBT EXCHANGE29:20 : 35-Day Pricing Window31:35 : Who’s on the Other Side?33:05 : Price Based in Part37:50 : Could There Be More Debt Exchanges?38:20 : Debt as a Liability / Tied to eBay?WARRANTS36:20 : Will the Warrants Finish ITM?38:05 : The Road to $32 / Clear Skies40:50 : What Happens if the Warrants Expire Worthless?41:50 : Squeeze the WarrantsBREAK51:50 : Break / Call of BootyRETRO GAMING WITH JAKE / SHOP GAMESTOP1:00:35 : Jake’s 4,000+ Game Collection1:03:20 : Physical vs. Digital Gaming1:07:20 : Should GameStop Grade Video Games?WEEK IN REVIEW1:28:30 : Opening Sell-Offs / Trading the Bounce1:33:15 : IV Climbing / Max Pain1:34:30 : OPEX Week / Looking for the Low1:36:30 : Institutional Buying / Call Selling1:39:00 : Price Predictions / $17.70 GapANNOUNCEMENTSSubscribe on YouTubeSubscribe on SpotifyFollow on Apple PodcastsWatch the Live StreamThank 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 youLFG $GME Send it Kitty
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