Post by
MAZ1964 on Apr 28, 2021 12:53pm
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$+ for a gaming chair that isn't universally compatible. M. Mailhot mentionned only 100 compatible games, not clear if they are new or upcoming major games. This could be a dealbreaker for market penetration.
However, I have the feeling the leadership really listened to this community (and others) and gave us EXACTLY what we wanted to hear.
All of their business lines are extremely complex ecosystem, but if they play they cards right they can have a great position as the ultimate haptic provider for all things entertainment.
M. Mailhot, if you are seeing this, it's now time to DELIVER RESULTS for shareholders who have been sticking with D-BOX for years now.
Comment by
silentreader on Apr 28, 2021 2:57pm
HUGE potential from an untapped market ! Patience shareholders. Yey again... We've heard that story before haven't we ? Any believers still ? At least there is a vision this time, which McMaster never had other than spending investors' money like a mad man, which Sbastien acknowledged during his presentation. We'll see if it works out this time.
Comment by
bingostar on Apr 28, 2021 3:45pm
I agree with you, that is why I'm loaded with warrants expiring in 2 years , that stock could come back to 1$ in less than a year.
Comment by
bingostar on Apr 29, 2021 8:51am
It appears that Stephen Takacsy did not see the last d-box presentation cause the elements he mentionned are not relevant . I hate to hear stuff from those guys based on impressions rather than facts , that reveals a lot about the way this guy works.
Comment by
jfddev on Apr 29, 2021 3:36pm
I was happy to know about the retrofit "patent", but why is it not a news from D-Box, just revealed that !!!!
Comment by
BeTheOne on Apr 29, 2021 5:30pm
The company needs to improve in this regard, the secrecy is not helping .... More transparency is needed, all they have to do is update their website with each development...I think that will help immensely...imo..