Frontier Developments Share Discussion Threads

[rivaldo] 26/7/2018 11:22

JWE featured as one of the 6 best games of 2018 so far:



And a nice plug yesterday for FDEV's Disneyland game:



"Navigating Xbox Game Pass: Disneyland Adventures
By MuddyTunnels -
July 25, 2018

Xbox Game Pass is an excellent way to budget your money and play a variety of games.

With this in mind, I decided to explore the games currently available. So I decided to play these games and review what I think of them. Whether new or old, all are up for review.

Disneyland Adventures

This entry will be about Disneyland Adventures, or Kinect Disneyland Adventures, depending on the system owned. Originally released on the Xbox 360 under the title Kinect Disneyland Adventures. This open-world RPG for children was developed by Frontier Developments. It hit the US November 15th, 2011 as a Kinect only title for the 360. However, Halloween Day 2017 Asobo Studios and Publisher Microsoft released a remastered version. The one for XboxOne is Kinect or controller. They also have a Windows PC version. Now let’s talk cheddar.....

.....My Experience:

My wife and I both found it hilarious. We both love this game. Despite how corny it may sound, it is really easy to get lost in the magic of the Disney environment. Running around collecting items, working missions, or just chatting with characters, you can easily lose a couple hours on this game. It is rated E for everyone and is intended for children. I truly feel this is great fun for the entire family. The controls handle nicely and the levels are easy yet immersive. Various attire options allow everyone to customize their avatar to their taste. I am no Disney junky, but I can’t stop playing this game. The characters and their endearing personalities bring back childhood memories of magic and wonder. So in closing, I highly recommend this game whether 5 or 95 the magic of Disney just won’t seem to die."

[sogoesit] 25/7/2018 18:13

This baby is going to need a bit of nursing... hopefully patience will be rewarded.

[drofdavid] 25/7/2018 17:15

Thor, Hastings? Isn't that the sequel to Frozen?

[vworlds_cambridge] 25/7/2018 14:36

Hi Hastings. I think my main point was that the article could have been a bit more bullish about the next franchise, rather than essentially leaving it as a complete unknown. Entirely agree that management should take a long-term view about the franchise details, but I do hope that the right moment to announce it is near :-)

[hastings] 25/7/2018 14:16

Hi Mark, yes you are right, that comment was as far as I know confined to the Broker.One assumes though that they have been guided by the company. That said, when I was at the HQ last week it was said when appropriate or when it's the right time.They clearly have their way of doing things in terms of timing and certainly won't be badgered into making announcements that don't fit with Thor plans.

[mark4231] 25/7/2018 14:06

We don't need to know what the next franchise is, it doesn't affect development of it or whatever. However, I do think the share price would like to know!

Hastings, I know it was suggested in one of the broker notes but is there anything solid behind saying "early next year"? I thought all FDEV had said was something like "when appropriate".

[hastings] 25/7/2018 13:41

Vworlds, I disagree re-needing to know more about the next franchise now. There's plenty going on with JWE plus the other two at present. No doubt, we will hear in due course early next year, in the meantime we can all speculate as to what it may be!

[endion] 25/7/2018 13:29

Those fears will be put to bed when they announce what it will be.

[vworlds_cambridge] 25/7/2018 12:58

Thanks for the link. I think it was a little negative about the next franchise, since we've been told that it's something very well known (similar to Jurassic Park). I guess that's what we all need to know more about now...

[endion] 25/7/2018 12:40

Great write up that forecasts EPS of £1.50. Glad that someone else out there is seeing the potential, I dont feel so crazy now with my £1.09.

[spmc] 25/7/2018 12:13

Good write up over at UK Investor:

hxxps://uk-investor.com/2018/07/25/is-now-the-time-to-buy-frontier-developments-plc-lon-fdev/

We could be looking at £1.50 of earnings if JWE sales are high enough

[bamboo2] 24/7/2018 18:08

Looks like, on this occasion, the potential turn on the last market price based chart, was slightly more accurate than of the mid price based chart.

[endion] 24/7/2018 17:03

This was posted on the "News" section of JWE on steam from Frontier:

Hello everyone!

We hope you’ve been enjoying your time on the Five Deaths, incubating dinosaurs and trying your utmost to avoid any… unfortunate accidents involving your guests. We want to take this opportunity to thank our community for all of the support so far and to talk a little more about our future plans. We also want to inform you all that our next update will be coming for free to all Jurassic World Evolution players.

First of all, thank you to everyone who has been involved in this incredible journey so far; it’s just the beginning. We’ve been truly humbled by the amount of support we’ve received from our incredible community and we are so grateful to have such an amazing, passionate and supportive group of players with us every step of the way.

We understand that some of you are eagerly awaiting more details of what the future of Jurassic World Evolution holds. While we aren’t able to give you all the information at the current time, we want to reassure you that, in true Frontier style, the development team remain hard at work and will be supporting the game with a series of additional content drops (the first of which was the free update that introduced the Jurassic World: Fallen Kingdom dinosaurs).

The dev team have been reviewing feedback and suggestions from all of our official channels. We’ll have more details on which content and features will be making its way into future updates over the coming weeks, so make sure to follow our official channels to stay up-to-date with all the news as it happens.

Whilst we would love to include every piece of content that the community want to see in the game, we have to look at a number of factors before deciding what exactly makes its way into each update. Please do continue to give us your feedback and suggestions, and we’ll aim to address the most common requests through our community responses where possible.

Once again, a huge thank you to everyone who’s helped support us. We have been overwhelmed with the incredible and passionate support from you all and we’re very excited to be bringing in a series of content updates; we can’t wait to share more details with you as we get closer to our next free update.

Thanks!
Bo

[endion] 24/7/2018 14:46

For anyone catching up my estimate was based on JWE sales of 2.8million, plus 30m revenue from back catalogue of games.

[mark4231] 24/7/2018 14:26

I would agree - endion's estimate, which I don't think was too fantastical, was an EPS of £1.09.

[endion] 24/7/2018 14:26

Frontier will generate that EPS of 42.4p if they sold 1.97m units of JWE within the financial year. And on those sales alone, not including back catalogue games sales. Having already sold 1m in 5 weeks I think we can safely say that the £14.05 will be exceeded by a fair amount.

[hastings] 24/7/2018 13:51

That's based on EPS of 42.4p, which given the update last week looks very much as though it will be beaten.

[mark4231] 24/7/2018 13:43

Yes.

Although I don't subscribe to the FT I found and read the article by searching on Google News for Frontier Developments.

[endion] 24/7/2018 13:36

So they are saying that 14.05 is based on a 33 times multiple for 2019 earnings?

[mark4231] 24/7/2018 13:24

A nice mention in the FT -

Jefferies "£14.05 target implies a calendar 2019 price of 33 times earnings"

[endion] 24/7/2018 11:52

Heading back up now! Lets all blow!

[vworlds_cambridge] 24/7/2018 10:32

Hi rivaldo/hpcg. Please can you clarify the comment about Jefferies? Have they started coverage of FDEV? Can't seem to find information about this anywhere.

[endion] 24/7/2018 09:32

Thanks Hastings, all the davids!! Got confused there.

[hpcg] 24/7/2018 08:20

Thanks Kamitora, that is important news. One key element of a small company growth story is that it attracts increasing analyst coverage. It is the virtuous circle where research wings can show their value by spotting early stage winner, and the greater publicity supports the share price, thus backing up the analyst.