Coming in here very late to this thread but it is very interesting. There are a good number of industry folk who appear to be involved. That certainly has me intrigued.
Let's assume that they do come out strong and are a serious contender. They will either join the movement of selling expensive pins or they will come in with a more aggressively price pin(s). If they do that and have great product then this could bring Stern back in line and could pose a problem for JJP.
Not sure where this will go but Christmas 2018 may be the perfect time to start selling off older titles that are still inflated at the moment... Not sure what this would do to the price point and value of my JJPOTCLE.