||EPS - Basic
||Market Cap (m)
|Software & Computer Services
Frontier Dev Share Discussion Threads
Showing 401 to 424 of 425 messages
|Yes, just holding off any further buying on my part after seeing the director shares sales just in case i get a chance slightly lower..|
|could be, and just speculating, but if I was in their position I'd be asking existing large declared holders whether they'd like to increase without moving the market. There is a legal requirement for an insider to not trade before news, so I think the announcement of retail boxes was aligned and so this process is also flushing out good news.|
|They'll have the broker finding a buyer for a block of shares just as they must have done in that transaction just done.
However it might need to clear at a price below here. If that happens, and the shareprice falls too, Id see that as an opportunity to top-up rather than sell.|
|Three significant independent exercises at around the same day. They may have (as it was where I used to work) a policy of mostly allowing trades only once a month so as not to tie up management time checking and announcing. Over 'coming months' makes me think it'll be a monthly reduction of holdings. So there may not be much overhang until late next month, by which time announcements may have already occurred to make insider dealing allowed.|
|David Walsh and his wife Gillian Walsh are transferring and liquidating assets subject to court order as part of their divorce, and have each notified the Company that for this reason further sales of their holdings in the Company are expected in the coming months.
At IPO David Walsh had 1,245,820 shares:
490,000 in the name of his wife
755,820 in his own name.
So David still has 555k and his wife has 90k after yesterdays notifications.
Hopefully a fund steps in again to mop those up otherwise its a fair sized overhang...|
|RNS just out - director sales due to divorce proceedings.
Looks like that's where Swedbank picked up the shares from. Both transactions on the 24th. Good to have the loose stock mopped up so quickly by an insti.|
|Yes they seem to be an impressive fund.|
|Great news. These are the same guys with big stakes in CD Projekt, Starbreeze, Paradox and T2.|
|The above-named Robur (Swedbank) has bought almost another 500,000 shares and now has over 4% (1.4m shares):
|In the March holdings update Robur (currently the best technology fund in the world) had bought 2.5% of the company.|
|Write up on the above posted by makw61 Https://wp.me/p8wLEc-9jWt|
|Frontier have announced that PC will be released as a boxed i.e. retail version on 23 May, with ED later this year. I'm a little surprised by that given the cost benefit of digital distribution, but if it results in incremental sales it is all good.
There were 1.1m shares traded today so possibly an RNS in next day or two - be interesting to see who is buying and who is selling.
|Bought in today and glad to be in the company of many accomplished investors here. :-)
Just cant believe i didnt spot this one sooner as i had no excuses really. Should be plenty of growth to go for however.|
|68% revenue growth is the main thing for me. Companies that consistently add 50% to sales tend to have nice trends and very high PEs, so I just hope and expect it continues, although the nature of the business means it will fluctuate a little unpredictably. How they reinvest in the short term seems less important. Game companies with consistent successes are rare, and this one has had two in a row. A major film brand seems a low risk way to get a third, depending on how they structured the agreement.|
|The next few weeks are quiet ones for games sales so suspect they have pretty much booked that £36m already. The PS4 release could add a few hundred k of unit sales pretty quickly so if that were imminent they would have given a range for FY17 revenue out-turn or said something like "in excess of £36m". ATB|
|Bought in here today after a very strong update, and it is good practise to give estimated figures for the year end. Looking at the £36m revenue figure and using the top end margin estimate the PER is about 16 which is low for a company operating in this fast growing sector.
I didn't include any tax deductions or tax credits for my calculations because I am not sure what the tax situation will be this year.
FDEV still have six weeks to run to the year end.|
|Nice update. The precision around the revenue figure implies that the PS4 release for ED will be in June rather than May, which would mean a very strong start to FY18. Great stuff!|
|Great update, well done to FDEV.|
|Finncap have left their target price and forecasts under review - however, they do have this to say today:
"Thanks to the business’ operating leverage, the benefit to profitability should be
more pronounced – the company has guided towards an operating profit
margin 15-20% i.e. £5.4-7.2m. This is materially higher than prior periods (6-
7% operating margin) and also ahead of previous guidance, with potential
outperformance in the range of 22-64%."|
|ST Bowl tp hit today, new tp 385 on Measured Move. Great stuff.|
|My brisk cycle ride into town this morning has just got a whole lot better.|
|Wow is all I'd say!|
|"new franchises", plural.|
|I always like to see the phrase "ahead of the Board's expectations" in a year end trading update :o))
Nice outlook too:
"The launch of Planet Coaster has driven a step up in our financial performance, and we now have two strong franchises in the market following our successful transition to self-publishing.
We anticipate further significant revenue growth steps will be driven by the release of new franchises - our third franchise, based on an enduring Hollywood movie IP of global renown, is now in development for release in calendar 2018."|