Great presentation from CEO, questions remain however.Listening to Sebastien Mailhot, CEO of D-BOX present their vision and business lines was really refreshing. Feels like there's been a lot of secrecy around the company in the past year or two, and especially a lot of questions and mystery as to how will it FINALLY generate sustainable revenues. The Cooler Master project, with a retrofit opportunity is HUGE. It opens up sales in the multi million range on a quartely basis, at least. I have no idea why this company's stock isn't skyrocketing. People need to pay attention... I'm buying more.
I spoke to people who participate in a university-led research they are doing for the gaming seat and it's all 1000% positive. Apparently the experience is quite subtle, yet bar-none and it creates something that goes way beyond a typical gaming experience. If Cooler Master play their cards right, they can sell this gaming seat attachment in the millions, of course depending on price point.
One thing that has me worried is video game compatibility. They announced the newest Assassin's Creed and 10 indy games and that's about it. No one is gonna pay 1000$+ for a gaming chair that isn't universally compatible. M. Mailhot mentionned only 100 compatible games, not clear if they are new or upcoming major games. This could be a dealbreaker for market penetration.
However, I have the feeling the leadership really listened to this community (and others) and gave us EXACTLY what we wanted to hear.
All of their business lines are extremely complex ecosystem, but if they play they cards right they can have a great position as the ultimate haptic provider for all things entertainment.
M. Mailhot, if you are seeing this, it's now time to DELIVER RESULTS for shareholders who have been sticking with D-BOX for years now.