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Share Name Share Symbol Market Type Share ISIN Share Description
Frontier Dev LSE:FDEV London Ordinary Share GB00BBT32N39 ORD 0.5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +14.00p +1.59% 894.00p 890.00p 900.00p 900.00p 882.00p 892.00p 55,782 16:29:55
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 34.2 0.3 9.6 93.1 346.35

Frontier Dev Share Discussion Threads

Showing 4376 to 4398 of 4400 messages
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DateSubjectAuthorDiscuss
17/1/2019
19:41
Frontier nominated for 4 awards at the MVC 2019 awards. They celebrate creativity and ingenuity in the games industry. hxxps://mcvuk.com/business/here-are-your-mcv-awards-finalists-for-2019
endion
17/1/2019
12:55
It has been posted here before, but here is a link to FDEV's registered trademarks - plenty of "Planet" names. https://euipo.europa.eu/eSearch/#details/owners/230794
mark4231
17/1/2019
12:34
Planet Safari or Planet Zoo was my guess also, and for the same reasons. There are others who disagree but as Bestinslot pointed out, there is no other game liscenced that would be an option.
endion
16/1/2019
17:47
Hi Blackjay; nice post. Hope your entry price was better than mine! I think we all have to contend with two types of markets for a stock nowadays. The first is the "good news/bad news" type and the second is the "trader" type. In the first we have to divorce from our minds our own perceptions of a stock and its prospects and try to guess, or evaluate, what the market's perceptions (or expectations) are for the stock. Guessing that, and the reasons, we then have to match those market expectations to our own short term and longer term views. Not an easy behavioural task. We can also be wrong short term but right long term so a term view is critical. The second type I would suggest is formed by the "free float" of shares held by people who only have a short term view; sometimes less than a day or, with modern technology, seconds or so. This may be quite a different market because longer term holders, like institutions or insiders, sit on their shares for years and don't in effect participate in price setting at all. This causes the volatility and, very short term, "noise". The volatility is exacerbated if the proportion of stock held longer term is high as this reduces liquidity. I don't think the second is particularly bad as it supports price discovery. But, certainly, you shouldn't ignore it as it can be right equally as it can be wrong. One thing I also notice with FDEV is that the delivery of numbers (interims and finals) is out of sync with the prospective delivery of company investment actions. For example, when JWE was announced we were all estimating the prognosed potential revenues. However, our estimating was done during a results cycle before the results for that, past, cycle were announced. So, even 'tho. it turned out we were correct (with the £80m or so) it is only now, some six months or so later, that the numbers have been confirmed. In the mean time, outsider investors, maybe unfamiliar with the progress of the company, were selling down to the "past" numbers which were announced in the mean time. This scenario is also particularly evident with growth stocks where investors quote trailing 12 month P/E ratios and conclude that valuations are "insane, wild, over-optimistic" etc. Good luck on the learning curve; one I am always on but not sure where I am on it! Lol!
sogoesit
16/1/2019
17:04
Welcome Blackjay! In my naive world the price goes up when news exceeds expectations, and falls when news is below expectations. That hasn't worked for FDEV recently either. :-) Regardless, I'm a long time holder and share your sentiments exactly regarding the future for FDEV. Good luck too!
mark4231
16/1/2019
15:58
To be fair, you were to a certain extent, the market just disagreed with you temporarily! Let's hope it all comes out in the wash.
endion
16/1/2019
15:51
endion i thought i was ahead of the market at £15 ; )...sometimes it can make one look very silly indeed.
nimbo1
16/1/2019
15:48
Well it's always about finding those shares where you can be ahead of the market. This certainly seems like one of them, especially at current prices.
endion
16/1/2019
15:46
I personally think the move yest was about either a distressed seller or momentum investors from the lows getting out simply because the statement didn't have in flashing lights 'ahead of expectations'...even though for those of us that follow fdev closely we know in reality it was an ahead of expectations statement. you cannot assume the masses have the understanding many of us here do about the companies evolution. It's probably why the price will react well to the headlines about 300% increase in revenue in early feb - even though in reality it is old news. Lets see.
nimbo1
16/1/2019
14:37
A lot of support and interest on the bid side, not many shares on offer on the ask for now all the way up through 916p. This is from Level 2 book on lse.
endion
16/1/2019
12:17
If we take near the upper limit of revenue for the year of £85m, minus costs of say £40m, Eps = £1.16. Which would give a current PE of 7.4.
endion
16/1/2019
10:48
Many thanks. I think that is what my kids call quick maths. They don't rate my English Lit degree.
scooper72
16/1/2019
09:29
Wish i didnt bunk off school so much back in the day DbD :-)
death by donut
16/1/2019
09:27
62 EPS estimate for first half of year + 20 EPS estimate for second half of year ?
mark4231
16/1/2019
09:26
The PE in Stockopedia shown in the "Growth and Value" box, is not based on past results. It is based on a weighted calculation of the forward estimated Net Profit (or EPS) calculations. The EPS estimates are 41.8p for 18/19 and 24.4p for 19/20. With a year end at end of May, in EPS terms. this currently means 4.5 months of 41.8p and 7.5 months of 24.4p. This gives an overall EPS estimate of 30.92p. Hence the circa forward PE of 28.
shanklin
16/1/2019
09:25
Im wrong then .:-)DbD
death by donut
16/1/2019
09:24
My guess as an amateur also :-) , is he is adjusting for free cash per share.Fag packet:Eps 62p (his est) + free cash 20p= 82p = pe roughly 10Stand to be corrected of course as still a learner myself.DbD :-)
death by donut
16/1/2019
09:14
See dsct's rough calculation above, which gives 62p EPS just off the first half of the year. However, the only number we know is a revenue figure estimated by FDEV. So we've had to estimate margin, costs etc.. No idea what estimates Stockopedia use, do they use the revenue estimate from yesterday?
mark4231
16/1/2019
09:12
The pe 28 is based on previous years earnings, which was a year where no game was released and thus a "lull" year. H1 this year has brought in £64m compared to the same period last year of £19m. Hence a forward pe of 10.
endion
16/1/2019
08:56
Excuse an amateur- when I look at stockopedia, they give frontier a PE of 28. Could you help me understand how you get that down to 10. Many thnx
scooper72
16/1/2019
08:56
I'm sure atmospherics would be completely paid for DLC. Already the Horizons update has meant that some players have much more to their game compared to the base game - some people can land on planets, some can't. What excites me is that if the next paid DLC is atmospherics then that could introduce a whole new tranche of gameplay, almost a new game within a game - No Man's Sky type game within ED. I'm still bemused by the share price reaction. I don't think it is related to politics. After all the overall market didn't fall yesterday. Maybe it needs the official results release next month for people to realise how well FDEV are doing and to understand that FDEV costs are relatively fixed regardless of the number of units sold. I'm sure the share price will come good eventually so holding tight. No brainer.
mark4231
16/1/2019
08:52
I do not really understand how this works but I don't understand how one maintains a game where some player are aware of the atmospherics and others are not. However if you "provide" atmospherics for everybody but charge for all the functionality that can sense, see and exploit the atmospherics, I wonder if that would be more straightforward than two (diverging?) versions of the game. It would presumably be sufficiently frustrating to be one the wrong side of this wall that there would be huge take up of the paid-for functionality.
shanklin
16/1/2019
08:38
Hmm... i doubt atmospherics would be free, its such a huge feature. Having said that, it would change the game quite dramatically for users with it compared to those who dont, and they may not want such a disconnect in gameplay. Also, providing the lure of atmospherics, but being unable to properly exploit the feature as you say, could incite more people to buy the paid for content. Very low volume today so far! Only three trades.... maybe awaiting yet another vote result.
endion
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