Sorry guys, this is gonna be a long one one. Did DP actually throw any numbers out at all? Please don't make me watch the video.
If we aren't talking actual numbers at this point, then we aren't really talking gang. The math is not that complicated. Many people posting on this thread haven't given the math a good thinkin'.
If DP collected money for 190 machines, that is about 1,615,000 bucks at $8,500 usd per machine. About 50 machines have been delivered. If DP spent X, then what they have left to completely build the remaining 140 EA games is 1,615,000 - X. This figure is what they have left to pay a new CM.
The first big question is what does X equal? Salaries for Jaap and Barry for 3 years and others for some period (are they still taking a salary - was that answered?)? Travel and promotion? Research/development? Splits with distributors for machines delivered? Payments to ARA (I'm sure they made some)? Taxes (you don't receive 1.6m bucks without paying the tax man)? Rent? Legal fees? Insurance? Telecom? Electric? Whatever the hell they spent developing BOP 25? Sexy bowling girl outfits?
Let's pretend that another number, Y, represents the potential net income that DP would realize off of a run of 250 machines (300 total, 50 already delivered). I have no earthly idea what Y might be. For the sake of argument let's say it's $2,000 per machine, even figuring in development and promotion costs. That would 500k. If Y=3,000 per machine, then 750k. I can't believe it would be more than that, but let's hope.
Point is that X is a number that is significant. And if X < Y = Big Problem ----- Especially in a new CM scenario. So unless they have saved a bunch of money, and kept X as small as possible, they are going to have a hard time striking a new deal with a new CM to start at machine # 51 and move forward fresh.
Hoping X > Y in a new CM scenario still only works if ARA does nothing. You think ARA will just sit on their hands and ditch parts or sell for scrap parts for 250 more machines they can't sell? If ARA decides to fight DP over this, it makes X a lot bigger and new CM or investor stepping in very unlikely.
IMO, DP and ARA have to work this out. Even if DP gets an investor, DP has to work with ARA. I find it super unlikely that ARA is in violation of the contract in such an egregious manner that DP has a slam dunk case - but they choose not to pursue it. Instead, they go the long way - start over from scratch? Does that make sense to any of you?