Frontier Developments Share Discussion Threads

[makw61] 20/9/2017 16:56

Probably inevitable that they would diversify their wealth at some point, in fact i think someone on this board called it a few days ago. Can't blame the guys, in fact good luck to them, they've created a lot of value.

Should be good for the share price that the secondary placing is out of the way i would think.

GLA

[allstar4eva] 20/9/2017 16:47

Now we know the reason for the drop. I said at the time it was not just the usual volatility...

[nimbo1] 20/9/2017 10:53

thanks will take a look at the presentation. MF hope its a good purchase for you.

[makw61] 20/9/2017 10:34

The FY17 results presentation has been uploaded to the Frontier website. Worth a read.

GLA

[mad foetus] 20/9/2017 09:39

I have bought a few, have watched for a while and now dipped my toe in. Director buying a material amount at £13+ gives me some confidence.

[m4ybe] 20/9/2017 03:52

Big cash grab time, PC is now on Steam sale, and within the top 10 of all sellers, better than last time according to hxxp://tools.garry.tv/steamchart/?range=180&show=493340
They'll get many of the £10 discounts back with the Spooky Pack the next week, clever.
When price and sales level revert on 26th, they are still making more money than previously with that DLC, and more of those to come at a steady pace I expect, as the engagement hours per player remains high.

[m4ybe] 19/9/2017 13:48

PC paid for DLC (downloaded content) on sale from 25th getting a fairly good reaction in the comment section.

[chester] 19/9/2017 11:31

The 38% Fib retrace found the low yesterday imo.

[rivaldo] 19/9/2017 10:48

Looks like a sensible move - Tencent will now be that much more involved.

Liberum today retain their Buy and 1250p target.

[cfro] 19/9/2017 07:48

Yes looks good. He was asked to join the board by the CEO so looks like building bridges and bringing Tencent in closer.

Maybe the new non-exec will pick up some shares too as he currently has no holding?

[nimbo1] 19/9/2017 07:05

very nice appointment

Frontier Developments plc (AIM: FDEV, "Frontier", the "Group"), a leading developer of video games based in Cambridge, UK, announces the Board appointment of James Mitchell as a Non-Executive Director with immediate effect. James brings extensive and relevant experience from his current role as Chief Strategy Officer at Tencent Holdings Limited ("Tencent"), a leading Internet and interactive entertainment company based in China.



Prior to joining Tencent, James held various positions at Goldman Sachs including managing director.



Frontier's Board invited James to become a Non-Executive Director in order to gain his insights into the Chinese market and the wider global entertainment industry following the £17.7 million strategic investment made by Tencent in July 2017, which is helping Frontier to accelerate its investment in scaling up its operations and growing its number of franchises to build on the success of its transition to self-publishing.

[m4ybe] 19/9/2017 05:04

Those charts show the level of interest in JWE is likely to be vastly higher next year when the game gets into the hands of players (at pre-releases for the other games).

[m4ybe] 19/9/2017 04:53

The google trend comparison for the three games

The initial pre-development interest in JWE is way higher than the other two games had in 2012 and 2015, and ED has a higher engagement than PC and well sustained over the years. So I'm not surprised they are pushing that again now with the Thargoids release, which I think guarantees a higher low next week after the earlier higher high in its google trend. They have talked of a new unannounced business model this year to replace Horizons season pass, so it would be nice if they can turn this high interest into a rolling income from existing players as well as new ones. PC interest seems to rise when ED does so there's evidence of positive mutual feedback between the products, which should be the case at the expo next month also.

[chester] 18/9/2017 16:34

Hi Martin. All is good thank you.

[shanklin] 18/9/2017 14:33

Thank you chester

I hope all is well with you.

Best wishes, Martin

[chester] 18/9/2017 13:33

I have the 38% Fib retrace from the Aug 2016 low ( 169p ) to the recent high (1360p) =907p, today's low.

[melf] 18/9/2017 12:01

I suspect anyone willing to invest at these levels and switch off their screen for a couple of years, maybe very happy when they switch their screens back on. GLA.

[luckymouse] 18/9/2017 10:39

Log Hourlies - yes that descending wedge could resolve at the prior shoulder - the movement seems too exaggerated compared to the volume so stocks tight or the city traders are in there too perhaps. Im wondering if it was going to make an orderly H&S, but then the mkt went risk off with the Carney rate hint, so it briefly became disorderly with a v wide spread which caused that distortion of the H&S into a wedge. The spread is back to normal now so should return to normal movement.

[nimbo1] 18/9/2017 09:53

thanks, certainly seems keen on heading lower - i am just going to hold and look forward to J etc.

[bamboo2] 18/9/2017 09:09

Looked at chart over weekend and found a continuation gap that I had previously missed, I guess this would make a potential support area. I would be glad if anyone else could confirm it appears on their chart too.

The Tradingview chart that uses last market pricing has the gap between 22 Aug close 844.96 23 Aug open 860

edited for clarity.

[p1nkfish] 17/9/2017 22:07

All this is is the share price getting ahead of results.
Results that have a very high probability of arriving.

It will move up again closer to real world signs of those results and surpass previous market cap highs when they are delivered & in expectation of the next phase.

I lightened up my holding as it was pulling my portfolio around and way out of balance. There could be many others like me with a low average price and deciding to take some emotion out of it.

What do people expect looking at the run from sub £2 to > £12 in such short order?

It will be bumpy at times.

[allstar4eva] 17/9/2017 21:52

@Hydrus - Do you know of many other companies growing revenues at 75%? I would love of hear of them as they may also be worthwhile considering for investment.

[allstar4eva] 17/9/2017 21:23

Any ta analysis Luckymouse?

[luckymouse] 17/9/2017 20:31

Side by side relative analysis of both TA & FA (and RNS/news flow - rarely done!) is a good way to rank, score & evaluate the runners - it helps picky hot money & the well considered LT holding money to decide where it's best to make a home. Fund mgrs, often fully committed, are faced with difficult switching decisions & do similar. So the more side by sides the better imho. We are not CFA seasoned pros in here (and lets face it the pro wealth mgnt side often make clangers anyway!) so any attempts to rank best placing for funds seems broadly the right instinct to me.

I don't think this is a P&D - just v volatile - the CEO obv means to move the business into the big leagues with big branding & global distribution.