Frontier Developments Share Discussion Threads

[amt] 09/4/2024 08:10

This reminds me of Eidos when I used to look at the charts in the shops to see how Tomb Raider was doing.
Now we have the Internet and BBs so great that you guys know where to find out how the games are selling and get a decent idea how things are going on a weekly basis.

[koypetition81] 09/4/2024 06:28

At least five plus tons of dlc :-)

[cirlbunting1] 08/4/2024 20:30

How many games does frontier have in the top 100?

hxxps://store.steampowered.com/charts/topselling/global

[mortal1ty] 08/4/2024 12:11

£2.50 is 1x sales. I think we hold around there for a while. This is purely based on the 'financial stability' of the business. Lets not forget the crazy stuff being said on this board only a few months ago. Now the massive and growing cash pile and stabilized revenue puts that to bed.

When their next own IP is announced, and we get a bit of excitement around that, and what is hopefully a relatively low risk game, we move up to 2-3x sales on £100m forecast, which is £5-£7.50.

Beyond that we require proof of a broader pipeline and some more confidence in growth and delivery. I think towards its peak it was 7x sales on £150m revenue = £1bn valuation. Won't get back there, the days of 7x sales for any UK stock is pretty much gone.

[bigbigdave] 08/4/2024 11:38

Next resistance 275 ish

[parob] 08/4/2024 11:31

Volume picking up now.Almost 300K and only 11.30am.

[7rademark] 08/4/2024 11:26

I like zoo. Needs to get rid of the seller atm then it's off again.

[amt] 08/4/2024 11:14

Yes good day for me. I topped up Fdev at 1.90.
Thanks for tip Mortalty.
Now I have a good portfolio headed by Bango Equals Gresham Computing Seeing Machines SCE Zoo and Frontier Nexxen plus more mundane stuff
All capable of doubling in the next 24 months

[smithie6] 08/4/2024 09:54

...always nice on a Monday morning to find a forgotten SIPP at the back of a drawer...worth £7k !...je je

----

Quite a morning for recovery shares, Bango & FDEV both flying this morning.

Just lurve Mondays !!

[mortal1ty] 08/4/2024 09:30

I bought most of my additional shares around 180p on Thursday. Then I bought a tiny little bit more this morning. Only £7k or so. Found some money hidden in a random SIPP somewhere lol.

[smithie6] 08/4/2024 09:25

..congrats "mortality" !!

207-208p !!!!

~12% this morning after only 1.5 hours with the mkt open !

[smithie6] 08/4/2024 09:24

"Here still to arrive imo"

??!

[parob] 08/4/2024 09:20

Appears to be getting more noticed now but still no posts on the lse bb! Here still to arrive imo.

[smithie6] 08/4/2024 09:02

Mortality
...can I be nosey...
...roughly what average did you pay for your additional block of shares ?
160p, 170p, 180p, ??

[mortal1ty] 08/4/2024 08:38

Upped my stake to 0.28% of the company. GLA.

[koypetition81] 07/4/2024 16:52

Steam Publisher Weekend is a full success looking at their games in the charts as well as CCU. Planet Coaster 2 announcement in June. Road back to 1000.

[parob] 07/4/2024 13:16

Hopefully the Shore Capital upgrade will lead to more institutional buying.

[parob] 06/4/2024 08:59

This will have helped this week. Shore Capital upgraded FDEV from a hold to a buy.

[s34icknote] 05/4/2024 17:59

Tucked a few away for my sipp

[mortal1ty] 05/4/2024 16:49

You can see dips are being bought.

[bigbigdave] 05/4/2024 16:14

There is a bowl on the chart here to 260p plus and then another one to around 6 quid.
Plenty to go for here, great recovery prospect.

[7rademark] 05/4/2024 16:00

Another recovery play is TERN. ridiculous mcap imo.