Frontier Developments Share Discussion Threads

[culford] 06/2/2017 14:38

Results this Thursday the 9th - strange that this announcement made a few days earlier - perhaps it coincides with a film studio announcement somewhere? Hopefully we hear more on thursday.

[culford] 06/2/2017 14:04

It does sound like excellent news. FDEV v good at developing games but new to marketing them - linking with a film franchise is a great strategic fit. Lets see whether it leaks over next few weeks. I think results are due in next few days?

[p1nkfish] 06/2/2017 08:39

Across multiple paltforms - "J.K. Rowling’s Wizarding World, and creates many exciting new opportunities across multiple platforms for both our companies and the fans of this franchise.”"

[p1nkfish] 06/2/2017 08:36

The wording is very coincidental, keep it British as far as possible.

[p1nkfish] 06/2/2017 08:36

Interesting wording:

"“We are pleased to bring one of the most successful and enduring global franchises to the networks of NBCUniversal,” said Jeffrey R. Schlesinger, President, Warner Bros."

Read:

[p1nkfish] 06/2/2017 08:36

Interesting wording:

"“We are pleased to bring one of the most successful and enduring global franchises to the networks of NBCUniversal,” said Jeffrey R. Schlesinger, President, Warner Bros."

Read:

hxxp://www.nbcuniversal.com/press-release/nbcuniversal-acquires-rights-j-k-rowlings-wizarding-world-franchise

[p1nkfish] 06/2/2017 08:34

"enduring movie franchise of global renown."
How much paid for the licence?

So - multiple sequels?
Any chance its Star Wars - No?
Fits well with Elite.

Terminator?

Enduring suggests to me it has been in the market more than 5 years so probably at least 2 films - possibly a few more.

hxxp://www.gamesradar.com/32-most-successful-movie-franchises-all-time/

[thegaminginvestor] 06/2/2017 08:22

Harry Potter or Jason Bourne?

[hastings] 06/2/2017 08:01

Indeed, potentially very interesting.

[makw61] 06/2/2017 07:57

They've announced this morning that the third franchise involves a movie IP license. I have to say that i didn't see that coming but it sounds great! Should be very commercial and also demonstrates their confidence in being able to commit to such a model. More details later this year and revenue generating from 2018 as previously stated by management. Very encouraging. GLA

[p1nkfish] 30/1/2017 15:13

Took my eye off this. Wasn't news due in January related to new game?

[makw61] 22/1/2017 16:11

GI, I've subscribed to the Investors Chronicle print edition for a lot of years. It caters to a range of investors from novice to more experienced and its coverage reflects that i.e. broad rather than detailed and covers funds as well as individual shares.

The companies section is mainly driven around interim and full year results so there will be an update on FDEV on Friday 10th Feb, or possibly the following Friday depending on their print deadlines.

Coverage is generally one-third of a page per company so it's not very in-depth tbh. having said that, it still enjoys a decent readership so a buy recommendation does tend to move the share price. They will sometimes update tips between results but this is only a single paragraph typically.

Beyond the Chronicle, investors in smaller caps are not well served in the UK in either print or online media. I'm not a big fan of share prophets for various reasons.

As an aside, I think it's a good move by management to discount PC by 15% to keep up interest. It always amazes me how price sensitive demand is; £4.50 isn't a massive saving but it seems to have pushed it right back near the top of the Steam charts.

GLA

[thegaminginvestor] 22/1/2017 13:22

Thanks MW. Does anyone here subscribe to InvestorsChronicle and is there any way to get them to refresh their Fdev analysis?

[hastings] 22/1/2017 11:07

Hi bamboo2, I actually sold some close to the previous high some time ago, but recently added again at £2.10.I'm happy to sit and hold now and if we drop away again I'll probably add a few more.I think (hope) that at some point FDEV will reach an inflexion point that will be accompanied by a wider recognition and significantly higher valuation.We will see!

[bamboo2] 21/1/2017 13:15

hastings, I also sold at 300. Started buying back in yesterdsay at 282. Hoping we will see 280 hold.

[mathewawood] 21/1/2017 12:52

There are 2 or 3 nationwide magazine publications. By far the oldest and most respected is Investors Chronicle, same owners as the Financial Times. It does plenty of analysis on micro/small caps. As it happens I think its got a current buy recommendation on FDEV.



Its subscription only. But older articles are free see link above.

Of-cause there are many on-line tipping sites. One of most influential and read is hxxp://www.shareprophets.com

Hope this helps.

[thegaminginvestor] 21/1/2017 12:12

Is is great that Hastings writes about the company. I was more referring to if there is any nationwide financial publication writing about stocks or small cap stocks.

[hastings] 21/1/2017 11:16

Cheers for that mathewawood and glad my scribbling's have been of some use.
As you say, I have covered FDEV for a few years now in my column and also visited a few times too.

My first penned piece was back in late 2013 which came after the shares for some inexplicable reason slumped from £1.15p to 93p in one day.
I had actually been monitoring the stock for a while and on the day in question put a call into the company to get a feel for the business and ask the inevitable question as to whether there was an imminent update in offing.

As it transpired, all was well with the business, which saw one of the Directors make the most of the share price slump by picking up circa 80k shares on the day.

My own maiden purchase was somewhat more modest,although having been struck at 95p has since served me well and although having taken some off the table at the £3.00 level,I continue to hold and am looking for more considerable longer term upside.

For anyone else that may fancy a look at my more recent coverage which will be updated next month (Interim's) links below.

[mathewawood] 20/1/2017 20:35

HI GI. Look no further then the posts by hastings right here on this forum.

He's been writing in the Cambridge news for a number of years about this company. That's how I got to hear about its potential.

[thegaminginvestor] 19/1/2017 21:29

Aren't there any UK online or offline media writing about micro cap stocks like FDEV? If FDEV had been a Swedish company there would have been weekly articles about it here similar to Paradox, THQ and Starbreeze.

[thegaminginvestor] 17/1/2017 22:56

David Braben wanted to do an open-world style RPG when they developed The Outsider. I think the next franchise will be in line with the idea behind The Outsider and incorporate some of the game mechanics of Elite. Like a mix between a Tom Clancy game and GTA or a modern day Deus Ex/Witcher.

[hastings] 17/1/2017 19:58

Talking of talent, Sony's decision to close down the Guerrilla studios on the Science Park could work out very well for Frontier at a time it is looking to recruit ever more, talented people.

[ck1111] 17/1/2017 18:48

Planet Safari would be a new game I suspect. This is consistent with stated business model of new franchise each year. But note this plan has evolved with time.

Initial successful ED release was followed by "work in progress" ED Horizon Season. However Horizons is only now really taking shape (which is good news for PS4 release). Initial impressions were not so good - technically excellent but little gameplay, hence the mixed Steam reviews and share price dip at that time.

Originally it looked like they were working to a yearly ED Season model but Horizons experience taught FDEV a few lessons and they have stated the Season model is changing. I Suspect future ED content will be completed (not Work In Progress) DLC packs at a lower price point.

Bottom line for me is FDEV have lots of talent and produce quality games.