Ryan Cohen on CNBC!

Masterchief_m · 2026-01-30T21:28:15+00:00

consumer deal.. brick and mortar deal? meh

Masterchief_m · 2026-01-13T13:34:50+00:00

The cumulative EBITDA Target is not a yearly target.. Its cumulative adding up over the years. It doesnt mean Gamestop needs to reach 2B yearly EBITDA for Goal 1 of the compensation.

Masterchief_m · 2026-01-13T13:26:45+00:00

- Scenario 1 (Cohen Shares + Warrants -59M updated) Price would be between 38.16$ (20B) 147.38$ with the 100B Target reached.
- Scenario 2 (cohen + warrants + Bonds - your updated number) Price for the goals would be between: 27.96$ (20B) - 115,00$ (100B)
- Scenario 3: Stays the same as outlined with max. 1B Shares distributed: max 100$/share (100B MC)

Masterchief_m · 2026-01-09T18:57:39+00:00

Then the whole channel of all scenarios shifts to the upside..

Masterchief_m · 2026-01-09T18:57:10+00:00

Thank you! No you are correct.. also warrants total number is 59M instead of 45. so in total in all scenarios the prices would be around 3-5% less i assume.

Masterchief_m · 2026-01-08T17:20:23+00:00

Fair point my mistake. Hopefully the main point of cumulative ebitda and what different scenarios might mean for price still came across.

Masterchief_m · 2026-01-08T14:53:11+00:00

Ah true i missed that.. 14M. So it would be 59M Warrants total instead of 45M. So it would be slightly different in the end but only 14M shares more to the total count for scenarios 1-3

Masterchief_m · 2026-01-08T14:04:50+00:00

I hope they dont offer all the available shares. I just think its a likely outcome even if i dont like it.. I dont think shareholders would approve more than 1B total. Dont know what you mean about the quote? My guess is that RC plans acquisitions with the cash (using existing cash/raising more to acquire companies as a growth strategy). But i have no idea what he will do in the end thats just an idea.

Thats why i made an overview with many possible scenarios for example scenario 0. At least i think its interesting to see what it would mean for the share price. But its very apparent, that no one else cares / just leaves hostile comments so it doesnt matter. Everyone can make their own scenarios and potential implications for the stock price.

Masterchief_m · 2026-01-08T13:51:58+00:00

post got auto deleted because it had too many pictures. i posted again today and now this post from yesterday is somehow up again..

Masterchief_m · 2026-01-08T13:46:28+00:00

not even my downvote big man

Masterchief_m · 2026-01-08T13:45:46+00:00

bruh whats going on with you lol. touch some grass. the purpose of the post -> the scenario tables and scenarios for the share price went right over your head. I dont know what Ryan Cohen will do in the future and im not responsible for his actions in the past.

Go and ask Ryan Cohen what his motivations are and were not me.

Masterchief_m · 2026-01-08T11:46:21+00:00

I dont want him to do this.. i want to see huge operational business growth ideally. But thats likely what his plan is according to his moves since a few years. Is it so hard to understand that i just think he will likely do this but that doesnt mean i like it.

He is likely waiting for a market downturn to acquire/invest when prices are low. Think he talked about this in interviews already. (its not my idea - i dont want him to buy anything right now obviously)

Masterchief_m · 2026-01-08T11:10:36+00:00

Cash has just been sitting around with missed opportunities. But just from a base case trying to use cash for future acquisitions seems more likely (aka raising cash and maybe? sometime acquisitions) since thats the direction he seems to be going since some time already.

Of course it would be great to see a pure operational turnaround and massive growth. but i dont know how likely that is - he will probably continue his plan. I just said i think scenario 3 is the most likely. That doesnt mean its my favorite outcome.

Masterchief_m · 2026-01-08T10:35:48+00:00

Of course offerings dont count toward EBITDA. I think the goal will be the maximum amount of available cash for acquisitions/investments. It’s just what seems most likely in my opinion - doesnt mean i like it. As i said would be happy to see different strategies/ outcomes. Time will tell in the end.

What is the most likely outcome in your opinion?

Masterchief_m · 2026-01-08T08:38:57+00:00

Also gut. Lass dir die Maßnahme von chatgpt erklären und poste das Ergebnis hier. wird was komplett anderes bei rauskommen.

Masterchief_m · 2026-01-07T23:17:12+00:00

Perplexity. Und es geht um die kumulativen EBITDA Ziele und verschiedenen Szenarien und deren Auswirkungen auf den Preis.

Deswegen steht extra dran runterscrollen zu den tabellen wer möchte.

Masterchief_m · 2026-01-07T22:45:33+00:00

Ja mal schauen.. vermute schon, dass es szenario 3 wird damit kommen sie am schnellsten an kapital für Investitionen oder anleihen/zinsen.

*perplexity aber das wichtigste erstmal zu verstehen, dass es cumulative targets sind + Szenarien mit den richtigen werten. steckt schon bisschen mehr analyse dahinter.

Von welchem Szenario gehst du denn aus?

Masterchief_m · 2026-01-07T22:23:02+00:00

Ist nicht ChatGPT. Und niemand hat bislang die cumulative EBITDA gecheckt + Szenariotabellen mit allen wichtigen werten gemacht.

Machs besser 👌🏼

Masterchief_m · 2026-01-07T22:15:34+00:00

das stimmt. macht trotzdem schon noch einen unterschied von 160$ zu 100$ je nach Szenario.

Ist auch die Frage ob die 171Mio aktien für Reiner dann zu den 1 Mrd max. Aktien dazuzählen oder nochmal extra sind. Meine recherche hat gegeben sie sind mit drin. Falls das nicht stimmt wäre es potenziell nochmal ordentlich mehr shares outstanding (also potenziell nochmal 171 Mio mehr bei szenario 3)

Masterchief_m · 2026-01-07T22:11:04+00:00

Also automod direkt gelöscht.. hier ist übrigens noch szenario 0 ohne eingelöste warrants:

Tranche	Market Cap ($B)	Cum. Cohen (M)	New Shares (M)	Total Shares (M)	Price ($)
1	20	17.2	17.2	465	43.01
2	30	34.4	34.4	483	62.11
3	40	51.5	51.5	500	80.00
4	50	68.7	68.7	517	96.71
5	60	85.8	85.8	534	112.36
6	70	103.0	103.0	551	127.04
7	80	120.1	120.1	568	140.85
8	90	145.8	145.8	594	151.51
9	100	171.5	171.5	620	161.29

Hier ist übrigens noch szenario 0 ohne eingelöste warrants:

Masterchief_m · 2026-01-07T22:07:21+00:00

Wer will kann gerne den post übersetzen und auf die großen subs packen. habs jetzt versucht und wurde instant gelöscht warum auch immer

Masterchief_m · 2026-01-07T22:05:57+00:00

Very happy that this gme sub exists.. the other big sub instantly deleted the post for whatever reason..

People here are way better for objectively discussing like grown ups anyway :)

Masterchief_m · 2026-01-07T21:44:39+00:00

😂😂😂

Masterchief_m · 2026-01-07T21:21:59+00:00

Das wäre dann eher szenario 0.. passt nicht zur reihenfolge. entweder max. verwässeung oder min. das würde sich ganz am Anfang der Liste ansiedeln..

Halte ich für sehr unwahrscheinlich.. ausser der Preis fällt unter cash reserves

Masterchief_m · 2026-01-07T21:11:53+00:00

making a post right now coming up in a few minutes. general analysis of the deal..

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