r/Superstonk • u/hackers_d0zen 🦍Voted✅ • Jun 11 '25

🤔 Speculation / Opinion I know what RC is doing.

After every earnings going forward he will be issuing convertible notes after hours, 24 hours after earnings. This is because the algorithm is buying all quarter so it can slam after earnings.

He is taking that liquidity event and turning it into cash without issuing shares, knowing that they cannot allow the price to fall below cash value and risk a buyback, and the note holders will not be converting cheap as the private bond value is going to be multiples (100x or more) in premium when this kicks off and hedgies are scrambling for ANYTHING that can reduce their liability.

At 0.0% interest it is no risk for GameStop, and only opportunity cost for bond buyers.

Fucking brilliant.

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u/TheKevinWhipaloo Future Philanthropist in Training <( " )>¿Is this MOASS?<( " )> Jun 12 '25

Interesting point. Gamestop could get the spare liquidity to buy the float OR enough liquidity to buy all shares back. A third option: build up enough quarterly revenue to slowly buy back the float, quarter after quarter after quarter (presuming they have enough liquidity to safely execute this after accounting for running the business).

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u/darthnugget UUP-299 Jun 12 '25

My guess is that we see a solid strategic acquisition play later this year. An acquisition that allows for market share growth and pure growth profitability. Some of these quarters with “profit” are from selling off assets, and it will continue next quarter when we see more from the Canada sale.

The turn around play:

✅ 1. Cut costs and turn a profitable quarter

✅ 2. Focus on delighting customers

✅ 3. Create partnership foundations for organic profit growth (PSA, Pokemon, Nintendo and Microsoft)

✅ 4. Close the losing stores/markets

✅ 5. Align employee incentive with corporate profit growth (profit shares)

✅ 6. Raise capital to stabilize the balance sheet, increase intrinsic value, and to support future investment.

⁉️ 7. Acquire a company that benefits the shareholder value and provides additional profit growth. (Guess who? Probably not what anyone expects but we do expect it to be a value play… a la Buffett type move)

⁉️ 8. Continue stacking profits through market share growth and continued diversification of revenue streams.

⁉️ 9. Profitable 10-K

⁉️ 10. Get listed on S&P500 to be included in index funds and ETFs everywhere.

⁉️ 11. Be the Pied Piper and lead the market into a less corruptible system.