Frontier Developments Share Discussion Threads

[runthejoules] 11/9/2017 11:03

Very fast drop. Tree shake or institution selling down? To think I topsliced Friday evening (perfect timing) then this morning put the money in SXX (worst timing ever) and should be in here now... :-/

[allstar4eva] 11/9/2017 11:00

Nothing goes up in s straight line... Many sitting on large profits keen not to see them slip away so some nervous holders I think. Story remains the same. I am sure many are also awaiting a dip to buy.

[nimbo1] 11/9/2017 10:57

was hoping there would be a fall to get my final buy in.

not surprising to have a pull back imo, got them at 12.60.

[adamb1978] 11/9/2017 10:55

Sudden drop of about 100p!!

[allstar4eva] 11/9/2017 10:12

No worries

[shanklin] 11/9/2017 09:52

Thank you allstar4eva

[allstar4eva] 11/9/2017 08:26

Jurassic World Evolution 

[panic investor] 11/9/2017 07:46

Not really

[shanklin] 11/9/2017 07:45

Thank you PI. Oh dear, I thought it was probably a silly question.

[shanklin] 11/9/2017 07:37

Please could somebody please let me know what JWE stands for. Thank you.

[nimbo1] 10/9/2017 19:00

From Liberum's note Tencent recently acquired six-year old Finish games developer Supercell for over €8bn, when the company was reported to have only 180 employees generating €2.1bn of revenue, largely on the success of the Clash of Clans mobile game.

From looking around I think clash of clans has c. 100 million downloads - anyone know any different?

I think on the basis frontier will at least have a moderate blockbuster with the jurassic franchise across platforms means the £30 target you've mentioned above is sensible. Paying up to £1 bil market cap for something now, which in a few years time could be worth between £3-6 billion seems sensible. Got to be in it to win it : )

[staverly] 10/9/2017 16:49

Not to mention promotion to AIM 50 index, and imminent upgrade to trading platform away from SETSqx. In short,a perfect storm

[p1nkfish] 10/9/2017 13:36

Imagine the development tool allow modularity - they do.
Imagine it's cross platform play possible - it is.
Imagine an investor with 100's (or 1000's) of software engineers - there is one.
Imagine a massive market the same investor is close to - tick.
Imagine that investor is able to customise to that market - tick.
Imagine that same investor has 2nd to none sales channels into that market -tick.

That is a real scenario with Frontier and Tencent together, now, even before JWE.

I have no idea what will happen in the next few months but the game is nowhere near even half-time. Just ED and PC accessing China via Tencent is a major catalyst that is not yet obvious to the full market.

[nurdin] 10/9/2017 10:57

That,hpcg,is what prompted my ' mouth watering' comment.That plus the market size in China where Tencents already have a well established infrastructure and sales channels.This should provide an excellent conduit for FDEV to develop their market there.

JWE is in the future,immediate opportunities as you rightly point out, will be through ED or its variants.This could happen this year imo

[hpcg] 10/9/2017 10:27

r.e. Tencent, in my opinion, and presumably those using the phrase 'mouth watering'. The opportunity is not so much JWE as porting ED, or a derivative, to a mobile, chinese language, format. That is the lesson from Honour of Kings and other successful franchises. On a regular basis take a small amount of money from a large number of people, and do that year after year. It is equivalent to selling a season ticket to a sports team.

[allstar4eva] 10/9/2017 10:08

Whilst none of us know how the price will react in the very short term I think the discussion above shows fair value to be closer to £30 than £13.50. The price has risen sharply but it is by no means expensive or overvalued imo. Of course a pullback will happen at some point perhaps even starting tomorrow however the overall trend is very much up...

[staverly] 10/9/2017 09:34

aledger1 ... yes, but then again i suppose, well you never know really do you, but it might

[aledger1] 10/9/2017 08:26

The market is currently re-rating this stock but it's quite difficult to value as there is so much opportunity. I don't see the share price dropping too much from here but there could be some correction if it has over reacted in the short term until there is a bit more certainty on jwe etc. If you are prepared to sit tight and ride out any short term volatility then no doubt this will pay back very well as a lth. Can be traded short term but unless you've got your finger on the pulse it will be tricky. I've got my moving stop losses in place and will just sit and hold changing my stake depending the circumstances. Gla

[m4ybe] 10/9/2017 05:06

Sales tax seems to be just a Europe issue, it seems to be a fraction of that amount in USA and Asia.

[adamb1978] 09/9/2017 21:48

Small point, but just to make sure no-one is missing it: when people talk about sales prices etc at a unit level, presumably we're all looking at these excl VAT. ie if a game sells for £40, then that's £32m excl VAT, £30 delivers £24 etc

[panic investor] 09/9/2017 18:18

All I need to know is Tencent - they're happy I'm happy

[m4ybe] 09/9/2017 17:55

Margins could be much higher, depending on their need for Steam, and whether all costs apart from licence fees are already covered by remaining sales volumes of the previous franchises.

[allstar4eva] 09/9/2017 17:47

Also for that volume of sales margins could be higher?