Frontier Developments Share Discussion Threads

[nimbo1] 10/12/2018 09:14

Got more at 775 - no idea in these market conditions if a good idea yet but long term feels extremely good value.

[nimbo1] 09/12/2018 21:45

Ref china, q1 next year looks like might be progress on licensing. V promising they are getting things sorted though for all game developers provided you are family friendly. Pc and jwe should be fine. Ed they won’t even apply for.

hxxps://www.engadget.com/amp/2018/12/08/china-forms-video-game-ethics-committee/

[nimbo1] 07/12/2018 14:52

here you go donald, it was for everything.

[yankhanson] 07/12/2018 14:49

nimbo1 I saw the same news, "Regulators stopped approving commercial licences for online games", but FD's two main games are offline, primarily on PC. Now I see some other reports that console games are affected, but consoles aren't significant in China anyway. I didn't see any news saying PC offline games are affected.

[nimbo1] 07/12/2018 14:26

Yank you probably missed the news but there has been a ban on gaming approvals in china this year. Tencent were very badly affected.



PC and JWE are good position to have approval granted once the politicians reverse the ban - expected early next year. But no one really knows because they don't have insight into the communist party policy makers!

[yankhanson] 07/12/2018 14:18

anthony16731 "He also noted an increasing level of interest within China in games involving space exploration and theme parks"

An opinion from the company NED whose judgement on FDEV has delivered him losses on every share buy so far. Doen about £300K so far. Not compelling.

The Chinese market is dominated by mobile and multi-player, where Frontier has nothing to sell and a poor track record. Frontier's mobile games have been flops and the accounts show the latest one made very substantial losses on development costs. It's been 18 months since FDEV's Chinese tie-up without any news on what the company is doing with this. Hoping for some solid good news on this in the next update.

[nimbo1] 07/12/2018 14:13

are you related to donald trump?

[yankhanson] 07/12/2018 14:09

OK, so it seems like "Around one month until ... the announcement of the next game" is just fake news and in fact all the company has said is "probably either at the back end of the year or early next year."

[haggishunter] 07/12/2018 13:57

I will guess on or about their 25th anniversary.

[endion] 07/12/2018 13:39

I have a direct email from the company, posted online, saying the fourth franchise annoucement will be either late this year, or early next year. Interperet that as you will.

[nimbo1] 07/12/2018 13:36

david braben said it... the next game will be announced back end of this year or early next.

'And then, of course, we’re hard at work on the fourth game. We’re not saying what that is yet, but we’ll say when it’s the right time, which will be a way off – probably either at the back end of the year or early next year. But obviously we’re excited about that as well, and with Jurassic World Evolution finishing, we’ll be kicking off other projects. We’ve already got a small team on the fifth game, we’re looking at it… so we have a nice flow-through.'

hxxps://wccftech.com/frontier-next-game-unveiled-late-2018/

[yankhanson] 07/12/2018 13:31

liam1om7 "Announcement of the next game is due to be released Q1 2019." Says who? You, or the company?

[mark4231] 07/12/2018 13:29

I agree, we don't know when the next game is to be announced. However, FDEV announcements haven't been confused about it. Investor confusion was caused by a incorrect press article.

[liam1om] 07/12/2018 13:28

Announcement of the next game is due to be released Q1 2019. Interim results due end of January(ish).

[yankhanson] 07/12/2018 13:04

liam1om7, "Around one month until the announcement of the next game". Is that actual company news, or wishful thinking? Great news if true. But given the confusion of FD's recent announcements on this, forgive me for asking for the source.

[shanklin] 07/12/2018 12:37

Re marketing costs, the last two minutes of is worth a listen.

FDEV focus a lot of their efforts on influencing the influencers in their game space, at relatively little cost.

[mark4231] 07/12/2018 11:37

Here is the official statement.

hxxps://steamcommunity.com/groups/steamworks#announcements/detail/1697191267930157838

Regardless, going forward it'll be good for income from FDEV's games, whether on Steam or new competitive platforms.

[endion] 07/12/2018 11:33

I believe it will be accumulative from before the start date, though i could be wrong. Otherwise you are penalising historically successful games and developers, which is who they did this for in the first place.

[anthony16731] 07/12/2018 11:33

Also to be fair none of this is in any of the company's earnings forecast either, so it's a somewhat moot point which only has the possibility of upside. There is only one reason why Directors buy shares, and I personally take a lot of confidence not just from the recent £1.3m Joy Hu has decided to invest. We should bear in mind that perhaps she and James Mitchell have quite a lot of inside knowledge between them of both FDEVs current performance and it's strategic intent and in particular how it will develop its proposition in China.Tencent's chief strategy officer James Mitchell noted Frontier's "highly scalable game engine technology, decades of development experience, and increasingly sophisticated live operations" as reasons for the investment. He also noted an increasing level of interest within China in games involving space exploration and theme parks, which feature prominently in Frontier's catalogue of IP."Tencent is the market leader in the online games industry in China and operating a premium PC games distribution platform, WeGame," said Frontier CEO David Braben in a statement.

[liam1om] 07/12/2018 11:26

Around one month until the next update and the announcement of the next game. Should start to see some interest here soon.

I've been buying back in over the past few sessions. GLA

[mark4231] 07/12/2018 11:25

It's cumulative but it looks like it is >$10m or >$50m since 1st October 2018.

[mad foetus] 07/12/2018 11:20

With 2 games and 80m with 3 we can assume all 3 hit 10m threshold, if it is annual and not cumulative If it is cumulative we know they are miles ahead

[mad foetus] 07/12/2018 11:19

But given that they were hitting 30m

[mark4231] 07/12/2018 11:10

OK, if Steam only use the revenues since 1st October to decide which games benefit then you are right - they won't have reached that threshold yet.