Frontier Developments Share Discussion Threads

[robow] 23/10/2020 15:23

Environmental, Social and Governance

[scooper72] 23/10/2020 15:11

Are you pulling my leg?

[sogoesit] 23/10/2020 14:58

Eco Socialist Governance ;-)

[scooper72] 23/10/2020 11:54

Sorry what is ESG?

[energeticbacker] 23/10/2020 11:51

A growing amount of research suggests that the financial benefits of ESG investing are as strong as its societal benefits. Investor’s Champion considers how well ESG is playing out for smaller companies on AIM. BOO FDEV DATA HGM KWS

[fledgling1nvestor] 23/10/2020 10:54

Interview with CFO, Alex Bevis: hTTps://www.financialdirector.co.uk/2020/10/23/frontier-developments-cfo-on-strength-of-video-games-market/

[fledgling1nvestor] 16/10/2020 11:06

It took 8 months to ship 1m units on PC as I recall so 2m within 1 year on consoles combined sounds feasible. Of course that will probably be split over 2 financial years with a larger proportion of the revenues in FY21.

[nimbo1] 16/10/2020 10:37

hxxps://www.destructoid.com/stories/planet-coaster-console-edition-will-probably-be-the-first-game-i-buy-for-my-xbox-series-s-606903.phtml looks good as you'd expect - this could sell a couple of million copies I expect over first 12 months or so in this environment. i.e. people want a feel good time consuming game!

[fledgling1nvestor] 14/10/2020 20:09

I expect someone goofed by publishing an article ahead of an embargo but the cat seems to be out of the bag on the Planet Coaster: Console Edition launch dates: PS4 / XBOX (all varieties) 10th November. PS5 12th/19th November (depending on regional release date for the console). hTTps://youtu.be/ETJWQJcpAxI

[fledgling1nvestor] 06/10/2020 20:49

"Seems to be selling better on Switch than on Steam." It was mostly a reissue under a different publisher on Steam, 99% identical to the original. Most interested parties would have just picked it up on Epic for free.

[pepsiman1] 06/10/2020 19:44

Seems to be selling better on Switch than on Steam.

[fledgling1nvestor] 06/10/2020 19:30

#15 is pretty respectible considering it's a monthly chart and the game launched on the final week of the month.

[shanklin] 04/10/2020 07:44

Long piece on video games https://www.thetimes.co.uk/article/guide-to-gaming-from-the-last-of-us-part-ii-to-mafia-what-to-play-if-lockdown-returns-g82dk363d?shareToken=d40067be9631e24f3f12040e978ac368 Small mention of Planet Zoo

[fledgling1nvestor] 29/9/2020 13:02

hTTps://forums.frontier.co.uk/threads/elite-dangerous-horizons-set-to-land-for-all-commanders.555392/

[sogoesit] 29/9/2020 08:50

Price action indicates expectation of something positive by the market... warranted or unwarranted!

[arja] 28/9/2020 10:16

comments appreciated pinkfish . I normally just trade a stock or sometimes hold a very short time with CFD using the chart and this one is a NOR situation as you know . thanka again

[p1nkfish] 28/9/2020 10:08

Indicative of expected growth and so long as they grow at the necessary pace then OK. You are unlikley to find a growth rate like FDEV is capable of at anything like a reasonable p/e anyway. Best was to get in early in that case and take the risk they don't grow but the comfort of a low p/e. Pay your money, take your choice. Dyor & good luck.

[arja] 28/9/2020 09:23

lovely looking chart and NOR . But I always feel wary of buying as such a high prospective p/e . Is that not a concern in this case ?

[p1nkfish] 26/9/2020 09:06

Fledgling, excellent illuminating post. Thank you.

[sogoesit] 26/9/2020 08:33

Thanks for feedback Gents. Appreciate the views. Have a good weekend.

[p1nkfish] 26/9/2020 07:46

Outsourcing, farm out modules perhaps.

[p1nkfish] 26/9/2020 07:46

I think the outsourcing is extra labour, which is a bottleneck. A spec is written and the "grunt" to deliver the spec is via outsourced labour. No strings just more horsepower when needed to speed up growth. Tools used, could be FDEVs own or product delivered in a format that can be integrated. Acquisitions - more headcount or nascent titles? May even be enhancing the FDEV publishing capabilities for all I know. Sounds like a strategy that needs opportune time to execute on. So long as caution is the word then sounds OK to me and could help accelerate FDEV.