Overall a decent presentation by Andrus. I liked the fact he kept Wescoat from speaking. He wasn't "spot on" in his presentation skills but did OK... Very positive going forward and they have a solid marketing / business plan.
Gaming - Big Key
Taking market share from Turtle Beach / Crossover with Skullcandy core customers.
Roll-out of gaming sets positive, AND they haven't hit it hard yet (good news for 1st quarter 2013 revenue)
Price Point - 50 -100 focus for Skullcandy NOT the high end stuff
Multiple Brands - 2XL Skullcanday and Astro.
In House Developement, multiple sourcing.
He also stated they see 5 players surviving. Many of the companies entering will not survive because they just source China product cant handle growth pains?
If those highlights are an accurate summary of what Andrus had to say, then SKUL is certainly undervalued. I would take it as a hint that 4 Q eps and revenues will come in above expectation and that Andrus may give a positive forecast for 2014 when eps are announced. I'm surprised that the stock did not respond positively. But we shall see. Perhaps someone knows something Jeremy does not. The CEO is often the last to know.