the outlook for the economy is much better now, but mcz's balance sheet is much worse than then as it is experiencing negative ebitda
and all sorts of anticipation for mojo is built into the price right now. as soon as the realization sets in that the gamesmart initiative is pedantic at best, the stock could suffer
have to like that kunai appears to be doing well with ps4 but that is mostly because headsets are being sold for ps4 but recorded under ps3 sales since sony provided the fix to allow that -- and the older tritton sku's seem to be dropping as fast or faster than kunai is picking up the slack
guess it all comes down to how great the disappointment is when folks see that mcz cannot re-establish margins with all its upscale lines and does not have a clear path to even staying about the $100 million per year revenue mark let alone hitting the $500 million target daring darren set for mcz a couple years ago
Nothing is impossible I suppose, but it would seem EXTREMELY unlikely that there would be a short-term decline below 0.40. Based on last few quarters' data, MCZ just doesn't have enough at risk to allow it to suddenly implode.
The only scenario I could imagine is that there are actual issues with the books, such that the data is wrong. There is NO EVIDENCE AT ALL to suggest that the books are inaccurate; in fact, they've tended to be a bit on the conservative side lately.