Frontier Developments Share Discussion Threads

[darmz] 15/1/2025 08:53

Dnt miss Neo energy guys news soon will blast that to 2/3p

[scepticalinvestor] 15/1/2025 08:52

No sign of amt / yank? Crying into their pillows?

[cyberbub] 15/1/2025 08:47

At 250p it's worth £100m which is a p/e of over 20. Is the market expecting a jump from £4.5m profits next year?

[mortal1ty] 15/1/2025 08:29

Ive always said it's worth 4 quid plus.

Now all that nonsense about planet coaster is out the way we can look forward to the new Jurassic world game and a significant step up in elite dangerous.

Then after that we have planet zoo 2...

[aishah] 15/1/2025 08:16

A re-rate to 300p?

Frontier has delivered a strong turnaround in financial performance in H1 FY25, following the return to profitability achieved in the second half of FY24.

· Revenue of £47.3m million was in line with management's expectations.

· Actions taken in the preceding financial year to reduce costs and reshape the Company delivered a turnaround in profitability of over £9 million to an Adjusted EBITDA* profit of £4.4 million.

· An improved cash position of £27.2 million at 30 November 2024 grew to £30.5 million at 31 December 2024, which is before receipt of December revenue.

[sphere25] 15/1/2025 08:11

This looks the one that the market was expecting alot worse on.

Quite the mark up though.

Is it going to settle down abit and provide a better entry?

Watching to see how exchanges pan out here. That sounds like they should come in and re-rate it.

Wrong/sort of right?

Crazy nutty bullish optimism?

All imo
DYOR

[mortal1ty] 15/1/2025 07:35

Market is so irrational. People fretting about Planet coaster 2 lol.

Actually planet coaster 2 was ok and other franchises like Elite are going from strength to strength.

Sub 0.5x ev/sales.. when every other developer in on 1x.

Someone remind me why this company has shed 50m in value in the last few months?

[scepticalinvestor] 15/1/2025 07:29

Guaranteed that yank and his / its ilk will turn up in due course say they actually bought in this week

[cirlbunting1] 15/1/2025 07:23

Agreed. 400k base on PC2 was more than I expected.

[mortal1ty] 15/1/2025 07:16

Super happy with these results.

Almost half the market cap in cash.

I not super happy with the share price. Should never have fallen so far.

[molatovkid] 15/1/2025 07:13

A lot of know nowt experts around these days....

[scepticalinvestor] 15/1/2025 07:07

Looks like you ladies were wrong Glad to have bght in here at 186. Shld see 200p today

[amt] 07/1/2025 07:29

Doesn't look good, a lucky escape for me.

[yankhanson] 19/12/2024 01:06

Remember April? Peeps here writing e.g. "Planet Coaster 2 announcement in June. Road back to 1000." Reality is road back to 100.

David Braben's management just added another nail to its coffin. A Planet Coaster 2 game update intended to fix bugs broke the game for many players, for some totally wiping their 100s of hours of coaster building work. Players retaliated by smacking last week's Steam review score down to 33% and the laughable Deluxe Edition extras score is down to 13%. Steam concurrent players is down to 25% of the predecessor edition at the corresponding time. Despite a second emergency price discount, game has disappeared from the Steam top 100.

Share price is down 33% from the game launch, and below 200p.

[grahamytrain] 17/12/2024 12:00

Has seriously damaged the brand.....gonna take some restoring....the clowns!

[yankhanson] 13/12/2024 17:12

Hot on the heels of one disastrous Planet Coaster 2 launch comes two more. Yesterday FDEV released an add-on pack and "Premium Edition"... despite having delivered only a comprehensively broken and unfinished mess in place of the main game launched last month.

Result? Customer revolt, dislike-bombing the YouTube launch video and review-bombing the main game and DLC on Steam.

Video link < >

Despite FDEV making an emergency price drop of 20%, the game's Steam chart position is down to #83 - from #2 on launch.

[yankhanson] 30/11/2024 20:57

Over the period in question, the share price dropped 90%. Since the the last game release, it dropped 20%.

"continue to rise"?? The current continuous rise has lasted one day.

[barnes4] 30/11/2024 08:37

Yet the shares continue to rise

[yankhanson] 29/11/2024 23:29

DOOMED FROM THE START OR MISSED POTENTIAL? F1 MANAGER'S DEMISE
www.the-race.com/gaming/doomed-from-the-start-or-missed-potential-f1-managers-demise/

Internal financial reports from Frontier Developments suggest that F1 Manager 2024 will be the final game to be released in the series.

Frontier's licence with Formula 1 was due to run from 2022 to 2025, but it now appears next year's entry will not come to fruition.

The demise of the franchise is not a major shock given sales didn't meet the developer's expectations and that was partly responsible for staff layoffs that started late last year.


However, the series not running its full contracted length speaks to just how badly the series has flopped.

There's two ways of looking at the F1 Manager story: the first is that it was an overambitious project unlikely to perform well commercially given its niche appeal; and the second is that it was a series which never lived up to its potential.

Of course it's easy to say with hindsight that the F1 Manager series was unlikely to last long-term, but the clues were there from the start as each release had a lukewarm reception at best - and it's not hard to see why.

...

[yankhanson] 24/11/2024 00:15

So, at some date in the last six months Frontier's F1 Manager game licence got terminated, and Frontier breached AIM disclosure rules by failing to inform the market. If Zeus Capital had not exposed this, it would still be a secret.

But I can't say I'm surprised, given Frontier's appalling history of disclosure failures.

[parob] 20/11/2024 07:20

hTTps://racinggames.gg/article/f1-manager-series-reportedly-cancelled-as-frontier-drops-ip

[parob] 20/11/2024 07:19

hTTps://traxion.gg/f1-manager-2025-cancelled-as-sales-below-expectations/

[yankhanson] 17/11/2024 11:19

CEO: "The strong historical and ongoing performances of our CMS games give me great confidence in our refocused portfolio strategy". After a £26m loss, he hailed Planet Coaster 2 as leading the refocus on CMS games and return to profit.

The game is out. Another major fail. Review scores place it below even Frontier's previous flop, F1 Manager 2024. Game took only 10 days to fall out of the Steam top 40. A launch-day DLC brazenly attempting to charge £18 extra for missing PC1 content backfired, earning a 37% Steam score. Game's player numbers are already down by well over half.

Share price is down 25%.

CEO had better be ready with "refocused portfolio strategy" Version 2.