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
  -5.00p -0.36% 1,395.00p 1,380.00p 1,400.00p 1,417.50p 1,360.00p 1,390.00p 71,010 16:35:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Software & Computer Services 37.4 7.8 22.7 61.5 475.87

Frontier Dev Share Discussion Threads

Showing 1376 to 1399 of 1400 messages
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
DateSubjectAuthorDiscuss
18/1/2018
10:42
hxxps://microcap.riverandmercantile.com
nimbo1
18/1/2018
10:22
Where's the factsheet please? Or what are their top holdings?
shanklin
18/1/2018
10:17
good to know - if i am honest with myself all my money should just be in the rmmc trust - which I do hold.
nimbo1
18/1/2018
08:10
RMMC latest factsheet has FDEV as their second biggest holding after TAP. I hold all of the above!
mad foetus
17/1/2018
12:34
sorry all my last o/t post. Makw thanks for the fst reminder - they've been on my watchlist for a while but hadn't focussed. Bought in this am at 195...now looks like its making a move.
nimbo1
17/1/2018
11:54
FDEV is still 20% of my portfolio and i expect them to hit £25 by the summer. FY19 revenues ought to be at least £100m at 35% to 40% EBIT margin. Plus we will have news of the fourth franchise. The only real risk is late delivery of JWE, but it sounds from Hastings' article that Braben seems pretty confident still. I did buy a few TUNG shares the other day on news their network finance offering seemed to be gaining a bit of traction. The shares are deeply unloved, they may need a small placing later in the year and Odey is probably a forced seller. But, it has the ability to scale rapidly and the electronic invoicing business is probably worth the market cap to someone like SAP as it is deeply embedded in some global businesses, so the downside may not be that big. Not for widows or orphans, DYOR etc GAW and BQE have done well for me and i expect them to do well in 2018, but can't see them multi-bagging from here. GLA
makw61
17/1/2018
11:06
I have some investment in FST and am very optimistic for good gains from them this year. They are involved in Digital Radio and Smart Audio (Google Home, Amazon Alexa etc). DYOR of course!
mark4231
17/1/2018
10:48
I'll have a read about ESG. I think xlm is a good buy now given its at the price of the fund raise. I wouldn't expect fireworks (i.e.10bag!) but if it continues to exceed expectations I don't see why 300p can't be hit by the end of the year, i have been buying since 140 odd. FDEV and XLM are both 15% of my PF. I still think you need look no further than FDEV for the possibility of a large gain in 2018.
nimbo1
16/1/2018
20:33
ESG is a possibility...
allstar4eva
16/1/2018
20:30
Anyone got any ideas for any other tech/software/gaming firms that are on the verge of muktibagging like FDEV a year ago? I have a little cash looking for a home... genuine question... and yes I will DMOR...Cheers for any tips.
cyberbub
15/1/2018
10:23
thanks for the insightful posts.
nimbo1
15/1/2018
00:21
22 June is the film release date. Excellent news the game will be out at the same time as that is just around the corner in investing terms.
hpcg
14/1/2018
19:26
Excellent news. So we can expect JWE to be the driving force behind the May-19 financials and then in the May-20 financial year, we'd have a full years contribution from JWE (plus launches on other consoles?) as well as presumably the 4th title being launched. Think its important as hopefully this year (May-18) will be the last one where there's something of a lull in the growth of the business. On a 12-24 month basis, this could easily double from where it is, and given how much markets have run up, there aren't a lot of companies (excluding oilers and microcaps) where you can feel confident about that
adamb1978
14/1/2018
19:01
Hastings, thx re the new article. Intriguing quote from the CEO. So now we know we can expect news of the fourth franchise with the JWE launch - and that this will also be well-known and likely pretty exciting: "Braben himself.....also talks of beyond the impending release and says that in conjunction with that, Frontier will also be announcing the title of its fourth franchise. Although giving nothing away on what this may actually be, he does confirm that it will be something that once more strikes a familiar chord with the audience."
rivaldo
13/1/2018
12:01
Thanks for that hpcg. And 3m would be their total units shipped, including their other 2 titles so the market forecsts look very low. Would be great if there were some comments in the upcoming interims about their plans to get to the point where they have 1 launch per year. They alluded to this previously but once they're at that point, FDEV will look very cheap. For example: - assume 10m games sold per year once they are truly multi-title. Maybe in 2020? - that makes revenue around £200m p.a. - 40% ebit margin (in-line with other gaming companies) get you to £68m bottom line - Puts EPS at 180p, and PE of 8x based on current share price ....and it would be throwing of piles and piles of cash Adam
adamb1978
13/1/2018
11:25
Despite the URL here are some figures from 2016 httPs://www.statista.com/statistics/273335/sales-of-the-worlds-most-popular-console-games-in-2011/ So 3m is as you say not ambitious if the game is a successful.
hpcg
13/1/2018
11:09
Does anyone have any views on number of units which FDEV are likely to shift when JWE is launched next summer? If you take the guidance in the recent TU on the number of games sold since Dec-14 (4.65m) and make some simplifying assumptions (including taking 50% of FY15 revenue plus FY16 plus FY17 plus H1 '18), it suggests that they're roughly selling 1m games per half year at around £20 a go (£20 being the revenue to them, excl VAT). Ignores other bits and pieces of revenue. I saw that market forecasts for revenue for the yr to May-19 is £59m, so roughly 3m games sold. That doesn't sound overly ambitious if JWE is decent, and even factoring in that JWE will be launched a month or two into the year. Any views?
adamb1978
12/1/2018
23:08
Caught up for a chat earlier today, there is a typo or two, my fault a busy day! May be of interest. Http://www.cambridge-news.co.uk/business/technology/frontier-developments-jurassic-world-game-14149146
hastings
12/1/2018
07:48
Liberia reiterate as a buy, no target price: http://investing.thisismoney.co.uk/broker-views/
mad foetus
11/1/2018
14:57
It would if you made no other money in the market;-)
allstar4eva
11/1/2018
14:40
5% doesn't float my boat
nimbo1
11/1/2018
14:38
Hindsight traders are best ignored imho...
allstar4eva
11/1/2018
14:12
In and out for a quick 5% yesterday but keeping an eye here for re-entry upon Jurassic good news.
blondeamon
11/1/2018
12:25
I agree nimbo. I'm hoping that FDEV reveal the next franchise reasonably soon so we know what to look forward to next year as well.
mark4231
Chat Pages: 56  55  54  53  52  51  50  49  48  47  46  45  Older
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