We weten ook niet in welke rol Hestia en Permit zitten (afgezien van een winstgevende rol) en of Cohen hen al benaderd heeft of niet?

stockzombie schreef: ↑4 september 2020, 12:27

LaCucaracha schreef: ↑4 september 2020, 12:21

Wat zal de koers volgens jou doen in dat "worst case scenario"?

Seriously?

Market capitalization refers to the total dollar market value of a company's outstanding shares of stock. Commonly referred to as "market cap," it is calculated by multiplying the total number of a company's outstanding shares by the current market price of one share.

1.250 / 64 = +/- $20

En waarom ga je uit van minstens 1.250? Is dat 100% zeker? Of isdat een inschatting van jou?

LaCucaracha schreef: ↑4 september 2020, 13:00

stockzombie schreef: ↑4 september 2020, 12:27
Seriously?

Market capitalization refers to the total dollar market value of a company's outstanding shares of stock. Commonly referred to as "market cap," it is calculated by multiplying the total number of a company's outstanding shares by the current market price of one share.

1.250 / 64 = +/- $20

En waarom ga je uit van minstens 1.250? Is dat 100% zeker? Of isdat een inschatting van jou?

Als we 100% zeker waren stond de koers nu $20 he . My guess.

reteiP schreef: ↑4 september 2020, 12:48 We weten ook niet in welke rol Hestia en Permit zitten (afgezien van een winstgevende rol) en of Cohen hen al benaderd heeft of niet?

Ik denk dat het hun niet om macht te doen is, enkel om winst. Ik vermoed dat ze weinig problemen zullen hebben met Ryan, tenzij hij ze te goedkoop private wil nemen. Dus, voor ons beleggers, ben ik blij dat H&P onboard zijn, zeker nu met de intrede van RC.

https://seekingalpha.com/article/437259 ... ent=link-2


Stel dat de resultaten woensdag onder de verwachtingenblijven, kan de koers dan in elkaar stuiken, waardoor het short squeeze scenario ineens ook van tafel is?

Ik hoor hier enkel halleluja verhalen, niemand een kriische noot?:p

LaCucaracha schreef: ↑6 september 2020, 11:23 https://seekingalpha.com/article/437259 ... ent=link-2


Stel dat de resultaten woensdag onder de verwachtingen blijven, kan de koers dan in elkaar stuiken, waardoor het short squeeze scenario ineens ook van tafel is?

Ik hoor hier enkel halleluja verhalen, niemand een krische noot?:p

Die kans is er zeker, ik verwacht wel dat gamestop sterk genoeg staat om te overleven. Matig tegenvallende resultaten zijn geen ramp.
groetjes

https://www.marketbeat.com/instant-aler ... w-2020-09/

GameStop (NYSE:GME) Price Target Raised to $9.00

De vraag is: koersopstoot als gevolg van de koersdoelverhoging of als gevolg van shorters die beginnen coveren..

LaCucaracha schreef: ↑8 september 2020, 17:55 De vraag is: koersopstoot als gevolg van de koersdoelverhoging of als gevolg van shorters die beginnen coveren..

En het feit dat ze na de bel met cijfers komen.

Is toch morgen pas?

LaCucaracha schreef: ↑8 september 2020, 20:03 Is toch morgen pas?

Idd, morgen:

You have successfully registered for the presentation:

Title: GameStop Second Quarter 2020 Earnings Call
Date: 09/09/2020
Time: 05:00 PM EDT
Duration: 1 hour

To view the webcast please visit:
http://public.viavid.com/index.php?id=141270

Ivm met verhoging koersdoel door Wedbush:

** Brokerage Wedbush hikes PT to $8 from $5; says surge in e-commerce sales and re-opening of stores to help company's financials
** GME is expected to post Q2 results on Wednesday; brokerage says Nintendo Co Ltd's 7974.T Switch console was likely a standout performer for co during the qtr
** With the vast majority of stores re-opened to limited customer access or curbside pickup by the first half of Q2, and surge in online sales, GME likely delivered sequential top-line growth in Q2 - Wedbush
(Reuters)

Heb hier geen positie in, en heb ook geen plannen, maar volg het wel en ben wel benieuwd hoe het zal aflopen met dit aandeel. Kan me moeilijk voorstellen dat dit niet verder omhoog gaat...

Spiekbriefje voor vanavond na de bel:

Tomorrow, GameStop needs to be CF positive for the quarter. Aside from that, I expect August 10%+ comparable store sales to be reported with close to 99% of the stores open. Ideally they can show improving sales trends from May to June to July to August. It looks like so much inventory hit in August that forward guidance could be really good.
I also expect bond buybacks at a discount. Maybe I am setting them up for failure, but I just don't know how they couldn't have spent at least $50M on it.
I expect SLB proceeds of at least $80M perhaps up to $100M.
Revenues will depend on whether or not Europe came storming back. If International did well then GameStop can certainly post $1.1 to $1.2B in revenues. The US performance was probably hurt quite a bit with so many stores shut in May. Again, if they can show the improving trends then it is less important.
***Important note (expanded on in next section): Hardware sales were mostly flat YOY for Q2. Therefore, it's very possible that combined with the May shutdowns that top-line revenue declined quite significantly.
On the flip side to revenue declines, margins almost certainly expanded. During the quarter, per NPD, new hardware sales were only up 7%. Increases in new video games and accessories far out paced hardware gains (very unlike Q1 where new hardware sales were up over 35%). Not captured by NPD... pre-owned. I believe pre-owned sales performed extremely well during the quarter. Certainly, any pre-owned piece of hardware was likely sold. The rebound in pre-owned sales should have had a very positive impact on margins. Additionally, I am looking for further declines in SG&A as store hours were reduced, COVID related costs should have declined (employees were no longer being paid for staying home), and store coverage appears to have been limited (less people manning a store at once). That combined with a significantly increased basket size for e-commerce transactions, which should have cut down on the impact of shipping costs on margins, should lead to considerable improvements.
Potential Surprises:
Stimulus benefits from CARES or from plans in foreign countries may have hit the books (and/or quantification of future expectations).
They may announce that the European division has an interested buyer and/or that they are actively seeking a buyer.
Positive GAAP earnings thanks, in part, to the SLBs.
A huge rebound in Europe and Canada.
News about any interactions with Cohen.
Console preorder news.
A concrete update on vendor relationships / new revenue streams.
The stars are aligned for GameStop. If they are cash flow positive and can report an improving trend and strong August sales then the market can overlook almost any sort or revenue decline especially if margins improved. GameStop could help themselves even further here if they provided some commentary on pre-owned sales / trends during the quarter and into August as these may have had a significant rebound.

http://news.gamestop.com/news-releases/ ... g-progress

Strong positive cashflow
3$ free cashflow per aandeel door de voorraden in te krimpen en sterke cost cutting.

Goeie resultaten?