Frontier Developments Share Discussion Threads

[p1nkfish] 14/6/2023 08:07

Guess the idea is to set low expectations and exceed and take any share price hit now.
Lots of potential but not sure investors have the necessary patience.

[p1nkfish] 14/6/2023 08:04

Kitchen sink job, yes.
Foundry closure is a rational decision.

[jw330] 14/6/2023 07:30

management has a lot to answer for...People saying they are takeover target but I don't think that's likely since Braben owns such a large amount. This could drag on until 2025 onwards unfortunately

[adorling] 14/6/2023 07:26

Not happy with 2024 still loss making…..

[rimau1] 14/6/2023 07:23

Total kitchen sink job? FY24 is now forecast a loss and there is a £13m one time non cash hit for closing foundry. At least this should be the end of the bad news but no profit until FY25.

[jw330] 14/6/2023 07:15

hmm. Revenue 104m, Operating profit before one-off amortisation adjustments 2mil...bottom end of estimates, not sure if markets are going to like the update.

[jfbonner] 13/6/2023 23:27

Up 400% in 10 years. Better than in a bank! But it’s not about share price with you is it YH? It’s still about Elite Damgwrous not being offline 😘

[yankhanson] 13/6/2023 22:55

FDEV is down down 80% in 24 months, 50% in 6 months.

[jfbonner] 13/6/2023 22:12

so up 30% in 3 months. People believe in the company and it’s future 😁

[jw330] 13/6/2023 21:43

game looks sick! reading comments from other videos seem that the hardcore warhammer fans are a little bit concerned about the game mechanics. Hopefully the beta in July will have a positive response.

[jfbonner] 13/6/2023 21:32

Not even in Beta yet? Don’t jump the gun Yank! Report all the financial discrepancies you’ve uncovered over the years 😂.

[fledgling1nvestor] 13/6/2023 21:25

Warhammer's official channel has comments turned off on literally every video they upload. ¯_(ツ)_/¯ Maybe try searching for the video on other channels if you want to read what people think of it.

Most of the negative comments in that forum thread appear to be from people who are simply jealous that the game is being set in the Age of Sigmar universe because they're still salty that Games Workshop killed off Warhammer Fantasy 8 years ago. Who cares? They're a tiny minority that (like you) can't get over things that happened close to a decade ago.

[yankhanson] 13/6/2023 20:13

FDEV has just put out "Warhammer Age of Sigmar: Realms of Ruin: Gameplay Reveal Trailer"

They've made it an unlisted video and have disabled commenting... which was probably wise, given the kind of comment the game is getting elsewhere.

"Whats up with all the negativity ? 80% of all the post here is negative."
hxxps://steamcommunity.com/app/1844380/discussions/0/3843304884853245221/

[fisternator] 12/6/2023 11:22

Hello Yank.
Yes quite, i am not really up to speed with the company, just had a passing interest last week and bought a few on Friday for the run up to results, as they would have have to had to RNS any major variance with existing guidance .(usual caveats)

I also have some interest after minor research with the Chinese stake holder( Tencent) who has an habit of buying out small Vid games makers.

I can see now that Foundry is exactly as you say.

many thanks

defiantly not buy advise , just my own mutterings.

[jw330] 12/6/2023 10:56

seems to be generating some interest...TU on Wed could get interesting, if it is a good update then maybe back up to 10 quid in a flash

[jfbonner] 11/6/2023 16:21

Stranded Alien Dawn still getting “very positive” reviews on steam. Previews of F1 23 looking good. Share price up. What’s not to like! Enjoy the sunshine YH!

[yankhanson] 11/6/2023 15:04

Fisternator "was Peel Hunt brought into help dispose of the foundry business?"

Business? What business? The Foundry sales have been so poor that the brand is now worthless. No half-decent developer would want their game under it.

nimbo1 is spot on. FDEV's additional problem is its errant judgment on the value of its product. They just put this on show again in their PR attempt to rehabilitate the F1 game. "F1 Manager developers respond to fan backlash that plagued inaugural launch" hxxps://www.planetf1.com/news/f1-manager-developers-respond-criticsim/

[fledgling1nvestor] 08/6/2023 19:38

No, Peel Hunt were brought in to act as a joint broker like others before them.

IMO the conclusion on Foundry will be that they're simply not going to bother trying to compete for indie games that are already in production and looking for a publisher as they tend to get pipped to the post for the best of the bunch by publishers like Team 17 and Paradox leaving them the higher risk stuff.

Instead they'll likely go back to what they did with Haemimont and back a studio to create games from scratch where they have full oversight from day one.

[fisternator] 08/6/2023 16:14

was Peel Hunt brought into help dispose of the foundry business?

[thomstar] 06/6/2023 18:42

Ready for the next leg up then hopefully gap up

[sbb1x] 02/6/2023 15:45

Up and down like a yoyo this one

[hammergaumet] 30/5/2023 16:30

Why on earth would they do a placing they have large net cash and zero debt

[sos100] 30/5/2023 10:28

strange seeing this go down the other day..

[northwards] 30/5/2023 10:25

Quite the rebound here.

[bat5hit] 30/5/2023 08:25

Interesting to note the M&A side of things. Perhaps FDEV are looking to get a new parent company...