MY TAKE ON JAN 2014 FOR MCZ
In first 1/2 of 2014, MCZ has realized they must tell us retail something.
Brief PR comes out: past inventory units have been cleared (predominantly).
Kunna HD set did better than expected against its competition slot, we are thrilled to have launched MOJO and 'pleased' with results.
OK whats that mean?
We get a stock price pop into .60s (.70s if we are so lucky).
Assuming MOJO 1st production run of 3K costs $3-4 Million (personally, I think it was lower volume until MCZ actually does verify their initial output figure). I woud love to think we were able to make $25-50 profit on first beta run/unit sale.
If so, we made couple of hundred K dollars profit thereby for MCZ, at most. That does not set well for refinancing a 2st production run for MOJO.
Also, why run out a 2st run of MOJOs when one does not know yet what the 1st run buyers found to their likes and dislikes (this type of user data will show software and hook-up issues . . . that's par for a beta production run).
MCZ probably expected the beta run buyers to be mostly tech geeks, that can get it going. Some folks like me, will be calling in with ?s, as they felt MOJO was going to be plug-and-play event. MCZ made an error in how they sold MOJO (my take), as I am assuming MCZ thought it could get by with face book chatter and online promo and some magazine ads. The 1st run MOJO is so-so, due to this notion of assuming tech ability of customer is high.
The MCZ plan for 2014, was always to get another small MOJO run out and get some more sales and feedback (change and up-date the MOJO electro-guts and software) and get set for holiday 2014 up-dial-launch). <---I could be way wrong on this).
FEB 2014 earnings out: MCZ plans for a stock pop to near $1 area and lays the 'good' figures on the table. As I texted in earlier post, it will have some lipstick on it. Any revs north of $27 Million is going to save MCZ through 2014, and get us some more outside funding (sourced at a 'cost' upscale). Otherwise, we get downsizing. I have not figured in Titan Fall, PS$ and Xbox One results, in my rudimentary scenario above.
Also, why has no one told retail investor in their MOJO reviews, where and
who in Asia produced MOJO (that would give us something to research, and talk further upon. Would it not be printed on box or in instructions)?Doubtful its the same folk who make lst run Android output, but it could be a seasoned sub-contractor of cell phones (MOJO is souped up from a cellphone design platform, me surmises).
