Frontier Developments Share Discussion Threads

[endion] 07/12/2018 13:39

I have a direct email from the company, posted online, saying the fourth franchise annoucement will be either late this year, or early next year. Interperet that as you will.

[nimbo1] 07/12/2018 13:36

david braben said it... the next game will be announced back end of this year or early next.

'And then, of course, we’re hard at work on the fourth game. We’re not saying what that is yet, but we’ll say when it’s the right time, which will be a way off – probably either at the back end of the year or early next year. But obviously we’re excited about that as well, and with Jurassic World Evolution finishing, we’ll be kicking off other projects. We’ve already got a small team on the fifth game, we’re looking at it… so we have a nice flow-through.'

hxxps://wccftech.com/frontier-next-game-unveiled-late-2018/

[yankhanson] 07/12/2018 13:31

liam1om7 "Announcement of the next game is due to be released Q1 2019." Says who? You, or the company?

[mark4231] 07/12/2018 13:29

I agree, we don't know when the next game is to be announced. However, FDEV announcements haven't been confused about it. Investor confusion was caused by a incorrect press article.

[liam1om] 07/12/2018 13:28

Announcement of the next game is due to be released Q1 2019. Interim results due end of January(ish).

[yankhanson] 07/12/2018 13:04

liam1om7, "Around one month until the announcement of the next game". Is that actual company news, or wishful thinking? Great news if true. But given the confusion of FD's recent announcements on this, forgive me for asking for the source.

[shanklin] 07/12/2018 12:37

Re marketing costs, the last two minutes of is worth a listen.

FDEV focus a lot of their efforts on influencing the influencers in their game space, at relatively little cost.

[mark4231] 07/12/2018 11:37

Here is the official statement.

hxxps://steamcommunity.com/groups/steamworks#announcements/detail/1697191267930157838

Regardless, going forward it'll be good for income from FDEV's games, whether on Steam or new competitive platforms.

[endion] 07/12/2018 11:33

I believe it will be accumulative from before the start date, though i could be wrong. Otherwise you are penalising historically successful games and developers, which is who they did this for in the first place.

[anthony16731] 07/12/2018 11:33

Also to be fair none of this is in any of the company's earnings forecast either, so it's a somewhat moot point which only has the possibility of upside. There is only one reason why Directors buy shares, and I personally take a lot of confidence not just from the recent £1.3m Joy Hu has decided to invest. We should bear in mind that perhaps she and James Mitchell have quite a lot of inside knowledge between them of both FDEVs current performance and it's strategic intent and in particular how it will develop its proposition in China.Tencent's chief strategy officer James Mitchell noted Frontier's "highly scalable game engine technology, decades of development experience, and increasingly sophisticated live operations" as reasons for the investment. He also noted an increasing level of interest within China in games involving space exploration and theme parks, which feature prominently in Frontier's catalogue of IP."Tencent is the market leader in the online games industry in China and operating a premium PC games distribution platform, WeGame," said Frontier CEO David Braben in a statement.

[liam1om] 07/12/2018 11:26

Around one month until the next update and the announcement of the next game. Should start to see some interest here soon.

I've been buying back in over the past few sessions. GLA

[mark4231] 07/12/2018 11:25

It's cumulative but it looks like it is >$10m or >$50m since 1st October 2018.

[mad foetus] 07/12/2018 11:20

With 2 games and 80m with 3 we can assume all 3 hit 10m threshold, if it is annual and not cumulative If it is cumulative we know they are miles ahead

[mad foetus] 07/12/2018 11:19

But given that they were hitting 30m

[mark4231] 07/12/2018 11:10

OK, if Steam only use the revenues since 1st October to decide which games benefit then you are right - they won't have reached that threshold yet.

[yankhanson] 07/12/2018 10:59

Mark42317, JWE earnings (eligible from Oct 1) are about $1.6m. Add in a little for its poorly selling DLC and generously assume sales will fully recover from the current rate of near zero (for the last week) up to FYE, and you get a figure that's about $4m short of the $10m Steam threshold.

FDEVs other two games sold even less. So sorry but your claims "FDEV will already be benefiting from the Steam change and it will increase this years profits" are total fantasy.

[mark4231] 07/12/2018 09:01

Yank, now you are making yourself look even more ridiculous - all of FDEV's games have brought in more than $10m I'm sure. Take, for example JWE - that would need to sell 182K units at full price to reach that. Well, within 5 weeks of launch FDEV announced that 1m units had been sold across PC and console. If half of that was on PC it would mean 500K had been reached - a lot more than the 182K necessary to reach $10m!

[anthony16731] 07/12/2018 08:34

To me the selling looks to have dried up now. The low was put in 3 weeks ago now (filling a gap from last year) allowing it to form a base around this £8 level. Genuinely could be quite explosive price action with any volume, although TBH after the last few months I'd just enjoy a sedate slow recovery.

[anthony16731] 07/12/2018 07:32

There were some quite large buy trades registered again yesterday after the close 12k/10k and 22k. I don't think Joy is finished buying.

[shanklin] 07/12/2018 07:26

Includes

"The game will launch on PlayStation 4, Xbox One and on PC exclusively via the recently launched Epic Games store. The Epic Games store is a new digital distribution platform selling to PC gamers, which offers developers 88% of revenues from games sales."

[nimbo1] 07/12/2018 03:20

Yank you are a dangerous poster - peddling misinformation under the guise of fact. You need to look at the PlayStation only games otherwise you are including controllers etc and other platforms games in that. selling more copies than monster hunter world etc for a few days is a good thing however long it lasts. In Germany today for example it was at 10 in the PlayStation 4 list. Your tactic of waiting until you think the board is quiet and posting so your comments remain is obvious. Your persistence suggests you have more than just a short riding on it. Are you an ex employee with an axe to grind?

[yankhanson] 07/12/2018 01:28

nimbo1 "I'm quite surprised to see how well JWE has held up in the amazon charts in USA and Germany currently at 23 and 12 respectively since it went on sale at c.20% off." That sounds really hard to believe. Amazon USA charts today has it at #243, still with c.20% off.

[yankhanson] 07/12/2018 01:23

peantern1, on the losses of the Tencent NED couple's FDEV holding, how do you get the figure of £30K? The figure I get is £319,698 - from the data on sharesmagazine.co.uk .

[yankhanson] 07/12/2018 00:45

Mark4231 "FDEV will already be benefiting from the Steam change and it will increase this years profits." No and no, because the Steam change affects only big-selling games (>$10m), and none of FDEV's games are selling anywhere near enough to reach the threshold.