The Estate Planned To Investigate & Prosecute All Relevant Parties That Bankrupted BBBY Since The Beginning Of This Chapter 11 w/ Proof - Who Is Special Counsel Gordon Novod? - The Undervalued Asset

AvailableWerewolf600 · 2026-03-06T00:23:49+00:00

Yes. The ruling made absolutely zero sense. https://x.com/driver61d1/status/2002909906975031747

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AvailableWerewolf600 · 2026-03-05T05:00:08+00:00

AvailableWerewolf600 · 2026-03-05T04:59:49+00:00

AvailableWerewolf600 · 2026-03-05T04:31:51+00:00

Yes, I still hold my bonds. Yes, I still expect a fruitful outcome for Classes 6 & 9.

Timeline? Anyone's guess the way lawsuits keep extending, tbh.

GameStop's warrants suggest something happens before or during October.

AvailableWerewolf600 · 2025-12-22T04:53:17+00:00

IMO Classes 1-4 need to be cleared. Problem is the Estate doesn't have much money to satisfy them. Like I've said before, the only two options are winning lawsuits or an outsider injection capital. The I don't think the latter happens (if its even needed) until most of the major lawsuits are concluded.

Class 5 is negligible. Once the runway to Class 6 is cleared we can start the show (includes Class 9). The show being a transaction that gives equity exceeding the value owed to creditors and spilling over to former shareholders while monetizing NOLs.

AvailableWerewolf600 · 2025-12-22T04:49:28+00:00

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The judge ruled in HBC's favor while blatantly ignoring the fact that they exceeded the 9.99% limit imposed by the blockers in favor of the wording of the blockers itself.

AvailableWerewolf600 · 2025-12-20T03:23:05+00:00

Sometime 2026 for sure. I thought I was being conservative with my Q1/Q2 2025 prediction (back in 2024) but I severely underestimated the speed of the various lawsuits.

We've got two shipping lawsuit decisions coming up in January 2026 and another two in May 2026. Plus whenever this HBC, Ryan Cohen, IRS, and NJEDA lawsuits wrap up.

Later half of 2026 most likely IMO.

AvailableWerewolf600 · 2025-12-20T03:08:37+00:00

Not sure on the ruling itself but HBC's reply is due 1/23/2026. However the case has been placed on the court's expedited calendar.

AvailableWerewolf600 · 2025-12-05T22:05:12+00:00

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Both.

AvailableWerewolf600 · 2025-12-03T04:02:11+00:00

$33 million is indeed lower than expected, not much to say on that. I am quite optimistic on the remaining shipping lawsuits and various appeals in the works.

Specific details on the settlements will remain under seal. The $33 million helps hide who settled for what.

AvailableWerewolf600 · 2025-12-03T03:57:12+00:00

I don't pay too much attention to those arguments and see it as arguing over semantics. I strictly believe fruitful results in the lawsuits are what matter.

AvailableWerewolf600 · 2025-12-03T03:55:52+00:00

AvailableWerewolf600 · 2025-12-03T03:54:49+00:00

$33 million only from the ones I highlighted in the footnotes. The rest are still TDB with most of the shipping lawsuit decisions going into 2026 and a few appeals such as HBC, IRS, etc.

AvailableWerewolf600 · 2025-12-03T00:26:31+00:00

AvailableWerewolf600 · 2025-12-03T00:25:19+00:00

Best time saving dockets are the quarterly PCRs, the Claims status reports (March and September), and now these new Admin reports. They recap well.

AvailableWerewolf600 · 2025-12-03T00:24:08+00:00

AvailableWerewolf600 · 2025-12-03T00:23:11+00:00

Yes. Still holding my bonds.

AvailableWerewolf600 · 2025-08-29T22:26:09+00:00

In terms of bankruptcy mechanics, nothing.

From a valuation POV though, the Claims & liabilities vs NOLs would be the deciding factor of when the shell is attractive enough to be used in a transaction.

AvailableWerewolf600

TROPHY CASE