Frontier Developments Share Discussion Threads

[parob] 27/7/2024 07:28

Thumbs up for a brisk response from Frontier's "IR". Headcount is down c:a 23% since the peak now. Even 715 seems a bit much for the scope of the company IMO but this is a huge cost reduction combined with revenue likely rising steeply this FY. $FDEVhTTps://x.com/10_ch_10/status/1816132185868624300?s=46&t=_ybVnpe01AP_F1Pw0JqKTg

[parob] 26/7/2024 16:51

So we got our close above 260p.En route to 300p now, all being well.

[starrover] 26/7/2024 08:24

Let's hope so, it's a long term buy and hold for me.They are also releasing in play footage next week for PC2 ?

[parob] 26/7/2024 08:15

Yep loads of positive publicity.The high volume day yesterday will hopefully have cleared out many remaining sellers around this level.Looking for a close above 260p for us to head towards 300p, then a close above 300p and we should commence the next leg up. Fingers crossed.

[starrover] 26/7/2024 08:05

Parob I noticed planet coaster touched 18k of players in May which must have coincided with their sale, I'm also thinking about the add on packs and the extra cash.Has anyone noticed this guy on youtube? He has a heck of an audience - 5.6 million subscribers and the planet coaster video has 37 million views! Get him to review planet coaster 2 as soon as it comes out!! https://youtu.be/BvEKky9N1tQ?si=UAzNNgb54AmDE220His videos for planet zoo also have 20 million views:-https://youtu.be/_O_kWL-YhZE?si=LsG27Yofg8XALeSiall this publicity can only be a good thing for frontier. I averaged down yesterday as the charts have a buy signal and it looks like a bowl is forming as well, but who knows I could be very wrong!

[mr euro] 26/7/2024 07:48

My expected case is 2.75m copies.

[parob] 26/7/2024 07:35

Projecting PC2 sales is TOUGH but in a not too far-fetched scenario the share is trading at EV/S of less than 0.5 for the current fiscal year with an EBIT margin that could be able to return to historical levels of 20%. Many ifs and buts but I have bought back a full position. $FDEV

[parob] 26/7/2024 07:23

Analysts are expecting Frontier's revenue to DECLINE during the current fiscal year which started in the 1st of June. We've already had an extremely successful Steam sale, F1M24 outselling 23 and most importantly Planet Coaster 2 coming soon.

[koypetition81] 26/7/2024 06:23

This is should be at 500

[grahamytrain] 25/7/2024 17:32

And long may it continue

[parob] 25/7/2024 16:37

The highest volume day in the past month and up over 4.5%. Encouraging.

[parob] 25/7/2024 09:27

I could also see SEGA doing it. They are surely interested and would probably outbid PDXhTTps://x.com/10_ch_10/status/1816059576065671277?s=46&t=_ybVnpe01AP_F1Pw0JqKTg

[parob] 25/7/2024 07:59

Paradox $PDX should just pay up for $FDEV. They will get a broader portfolio, a much needed pipeline increase and an internal studio than can develop a competent city builder and more. Margins down mid time but galaxy brain move long time.hTTps://x.com/10_ch_10/status/1816052309173891421?s=61&t=OPWPOeWZxD1L0Ap29u5T3A

[grahamytrain] 24/7/2024 22:30

Bit of a damp squib then by all accounts. Let’s see how the market respond in the next couple of days.

[mr euro] 23/7/2024 18:04

Indeed it is. Feedback seems very positive.

I dont know what analysis FC for sales, that will be interesting.

I will try the game later.

[koypetition81] 23/7/2024 17:33

Game going strong on Steam global Topsellers and concurrent players

[barnes4] 23/7/2024 08:44

This is going higher in the weeks ahead imo
This game is going to be a good one ☝️

[parob] 23/7/2024 08:30

Yep F1 Manager released today and getting loads of online coverage of reviews etc.Hers just one example:hTTps://www.techradar.com/gaming/f1-manager-24-review

[koypetition81] 22/7/2024 22:32

hXXps://opencritic.com/game/16830/f1-manager-2024 strong reviews for F1 Manager 24.

[grahamytrain] 22/7/2024 17:52

A welcome little bounce 👍

[grahamytrain] 22/7/2024 08:34

How low is this going to go.

[parob] 17/7/2024 07:56

In terms of market cap:FDEV is currently trading at just over X 1 sales.TM17 are trading at 3 X sales.

[parob] 17/7/2024 07:46

In industry news, the share price of Team17, a leading global independent games label developer and publisher of premium video games and apps, has recently been doing well. Today they announce "The Group has traded in line with the Board's expectations during H1 2024 and management remains confident of delivering full year results in line with market expectations."

[mr euro] 16/7/2024 07:52

Planet Coaster 1 sold ~2.5m copies. Planet Coaster 2 could exceed that (given the hype). Add F1 to the mix and we will have a creaking 12 months.

If they execute well then shareholders should do well.

I don't look at the share price much but I am surprised we back to 2.50.