Frontier Developments Share Discussion Threads

[p1nkfish] 12/2/2017 11:29

Good luck with everything.
Know what you mean about time.

JWNG is another to take a look at. Been lucky with entrance chunks at a time, it will probably take a breather but decent breakout last week.

Still expecting UBI to show more leg too as the update was very interesting and I don't think the recovery in price is over with by a long way. Might take a couple of years though to get towards 120p type area.

[bamboo2] 12/2/2017 10:41

Hi p1nkfish, I did notice your post earlier, but have been very short of time. I hope to do some catching up with various charts over the next few days.

[p1nkfish] 11/2/2017 11:15

Expecting a run to about 322p, but I've been wrong before.
Give it a few weeks.

[hpcg] 10/2/2017 19:14

No problem buying at 285.5 today, so there appears to be a line available at that despite what L2 might show on the offer. My expectations are much more restrained. I think this goes up in big moves on news and then does little for quite a while. Building repeatable franchises is what it is all about though.

[makw61] 10/2/2017 08:56

Thanks for the article, Hastings. Always good to see some coverage on this company. I've been in since the IPO and for a long time you were the only one covering these guys so much appreciated. I can't see anything in the Investors Chronicle today btw but i will keep checking the online edition to see if they post something there. Otherwise it will be next Fri i guess since they still seem to be mainly driven around the print edition weekly cycle.

Hopefully we are not all indulging in Groupthink but i do agree that the FB franchise would seem to work for FDEV. Hadn't ever properly looked at kinectimals before but they are pretty impressive.

As usual we will just have to wait until the company drip feeds some more info. They've clearly got a roadmap for the business and David B seems a man of great integrity so i'm very happy just to sit on these for a few years and wait for them to execute their plans.

GLA

[p1nkfish] 10/2/2017 07:25

If it is that franchise, FB2 targeted film release for Nov 2018 and a clear run at FB1 prior earlier 2018 with FB2 potential on the runway for Christmas 2018.

It smells like JKR to me.

[ck1111] 09/2/2017 22:12

Kinectimals animals are very impressive (have a look on YouTube). I thought this tech could be applied to Jurassic Park dinosaurs but maybe it could be for Fantastic Beasts? Either way I think FDEV will make an excellent big commercial game provided they have creative freedom (which I'm sure they will have negotiated).

[p1nkfish] 09/2/2017 20:51

Ardent Planet Coaster player recreates Hogwarts.

[p1nkfish] 09/2/2017 20:50

FDEV - Feb 2017 - "based on an enduring movie franchise of global renown."

NBC, Warner - Aug 2016 - “We are pleased to bring one of the most successful and enduring global franchises to the networks of NBCUniversal,”

Next Fantastic Beats (5 in total) is Nov 2018, first released 2-3 months back.

Warner Bros will be rolling out across multiple platforms for all franchise, inc Fantastic Beasts.

[hastings] 09/2/2017 20:35

Lol makw61, if it is where I think it is, then there should indeed be ample room to pass on the pedals, depending of course on how the headcount rises.

A few words from the Cambridge News, a nice pic of a smiling Mr Braben and a further suggestion of Harry Potter from the scribe!

[makw61] 09/2/2017 17:14

Big trade at 285p. 237k shares bought by the looks of it so maybe some institutional interest at last?

[makw61] 09/2/2017 15:48

Hi Hastings, the world of licensing is hard to decipher from the outside but from what i can gather Disney own the film rights to the Star Wars universe and films 7 onwards but the film rights for films 1-6 are still with 20th Century Fox with all but episode IV transferring to Disney in 2020. I believe therefore that Disney do own all the gaming rights as part of the SW universe but as an EA shareholder i also know that EA have a very successful Star Wars game for mobile (Galaxy of Heroes). It's got over a million reviews on the Android store and is categorised at between 10m and 50m downloads. It's free to play but "pay to win" in that it's monetised by selling in-game items. Much as we would like to see David B make a star wars game i still feel HP is favourite.

I guess i would also expect the new franchise to be completely different to the first two.

The good news is that Frontier appear to be sorting out their parking problem by moving to larger premises so maybe the push bike can be deferred for a few more visit?

ATB

[hastings] 09/2/2017 15:08

Rivaldo, good to see you here!Interesting that from what I can find, (may be wrong) that Disney appeared to have retained the rights to Star Wars for mobile and online gaming.It is I believe David Braben's favourite film too so would no doubt be close to his heart in terms of producing a worthy gaming experience.Perhaps my enthusiastic imagination is running away with itself, but one can dream.

[rivaldo] 09/2/2017 13:56

I bought a few of these for the first time this morning.

Terrific results, and for the first time ever it looks pretty reasonable value on an earnings/EBITDA basis!

Above all, the management team look great and seem to have a stable and strong vision of where they're going.

There's a little bit of stock around online at around 285p, and otherwise there's up to 10k available at 289p. That should be cleared fairly easily after these results, and then let's see where the share price goes.

OT : hastings, you should have nagged me harder when the price was 200p :o))

[makw61] 09/2/2017 12:43

Pretty sure EA hold the Star Wars licence. HP seems most likely, but based perhaps on Fantastic Beasts and follow-ups rather than the original books/films.

I would agree that the company is probably unable to disclose the licence currently due to having signed a non-disclosure agreement. The information is probably price-sensitive so they would be obliged to announce it to the market otherwise.

No surprises at all in the results, or really very much in the way of new info. They've confirmed that work has already started on the third franchise which makes sense in the context of a 2018 release.

Not really expecting much price movement until the PS4 release and further news around the third franchise tbh, but who knows?

GLA

[hastings] 09/2/2017 11:47

Star Wars The Last Jedi due in December of this year, just a thought.

[culford] 09/2/2017 11:37

Is there a JKRowling film due out in 2018? Presume game will be launched with a new film and that secrecy is due to confidentiality agreement on this film. I think we have had all the Hogworts films so more likely Disney or Marvel tie up?

[hastings] 09/2/2017 11:37

Not Star Wars then!

[p1nkfish] 09/2/2017 11:26

99% sure it's JL Rowling and studio may have control on exposure. Big money.

Hope it has VR roll out along the Dev path. Should be more mainstream by 2018.

[culford] 09/2/2017 10:50

TGI
I think it will take time for market to digest the results. Fully expect shares to rerate up to 450p over next few months. Company is expanding rapidly on an organic basis which investors should like. Wish they could talk about 3rd, film linked, franchise...

[mark4231] 09/2/2017 10:47

Excellent interim results, as I think we all expected. Once the rest of the world catches on I would expect a decent share price increase but when will they realise?

[phowdo] 09/2/2017 10:43

How fast do they pay out?

From memory its upto 30 days following calender month of the sales (less some withholding amount for fraud & returns)
So sales in November will have been paid by 30th December.

[culford] 09/2/2017 10:27

hpcg
FDEV launched PC in last two weeks of the half and sold c250k copies, or c£7.5m. These are paid after 30 days, hence spike in year end receivables. Underlying cash position over £10m now. Revenue run rate now up around £40m per annum so in launch 2 weeks sold almost 20% of annualised revenues.