Frontier Developments Share Discussion Threads

[culford] 15/11/2016 12:46

Planet Coaster, the 2nd game to be published by Frontier is due to be released later this week. It has had good feedback in Alpha release and the beta release is top of the Steam charts!!



Steam has >10 million active games players and is a good barometer on game sales.

Elite Dangerous, the 1st Frontier self published game is selling c£20m per annum. This second game is in a much more popular genre and could sell 1m - 3m per annum, which at £30 per game is £30m to £90 per annum. Frontier has said there will be step changes in its revenues and that is clear, with revenue potentially rising from £20m per annum now to £50m-£110m after the release of this game. Incremental sales have a 70% margin and little other additional costs. Profits/cash flow should thus rise by 70% x £30m-£90m or £21m - £63m per annum. This company has been breaking even as it has only had one game self published covering all its costs. Its market cap. should rise from £70m to somewhere over £200m if this game sells as predicted, as profits will rise to £21m - £63m.

In future it will add another new game each year and has the ambition to become a significant publisher in the $100bn games market. Its quoted competitors in the US, EA and Activision, have market values in excess of $20bn. Frontier could well reach a market value near a £bn in a few years time if it succeeds with its strategy.

[p1nkfish] 29/10/2016 02:00

I hold fdev and have added a small amount on weakness, If I didn't I would look to open a position about now. It looks ready.

[p1nkfish] 28/10/2016 13:46

Early VR compatibility will help drive this too. Coaster should be interesting and beaten early adoption expectations. With care this could move quite nicely over the next 3 yrs or so. New CFO will be busy enough.

[mininozzle] 27/10/2016 22:33

And the latest update was out on Tuesday and it's freeking awesome...

Nozzle

[p1nkfish] 27/10/2016 20:50

Having spent some time looking into the product, development of the company and potential I think this is a buy and hold. Substantial upside potential in my opinion, just an opiion mind.

Spoke to some kids that have eLite and they were very positive on the experience.

[p1nkfish] 23/10/2016 23:03

It's possible the move of Amstrong to Operations might be related to the devleopment delays that have gone down badly. No idea if this is correct but there was some bad reception and Frontier woudn't give specifics of the reason for the delays.

The erecent appointment looks good but may have simply been to allow problems elsewhere to be addressed now Armstrong is freed up.

hxxp://www.idigitaltimes.com/elite-dangerous-cqc-tournament-canceled-developmental-delays-blamed-frontier-544839

[p1nkfish] 21/10/2016 22:48

I think he sees something interesting or similarities here.

[p1nkfish] 21/10/2016 22:47

Cfo, x-csr, x-xaar.

[p1nkfish] 27/5/2016 22:23

Not enough exposure of the new to the wider market or understanding of what it means to future prospects. Only followers get it and there's not enough of them.
One day the wider market will cotton on.

[18bt] 27/5/2016 07:45

Useful update this morning. Good expectation management.

[p1nkfish] 27/4/2016 07:46

Doesn't read badly and May should have news to spark some interest. Good that Barclays facility not needed.

[p1nkfish] 14/3/2016 16:47

sometimes a slipped relesae schedule can make a good entry point on a games company as there is usually a hard mark down.

given that might have happened here can it be marked down further if the game now releases as stated?

was recent weakness the bottom?

[richsmithsmith] 14/3/2016 13:45

I think it all depends on the tie in with VR.

[stegrego] 11/3/2016 18:03

Games - Star Citizen and Crowded Sky are likely to grab the limelight from Elite this year.

I'm not predicting the share price going up any time soon, in fact it looks fairly overpriced at 200p

[18bt] 02/3/2016 09:31

Reaction could have been worse

[mininozzle] 02/3/2016 08:17

IC?

Nozzle

[source] 02/3/2016 07:57

Another IC kiss of death...Regards,Source.

[18bt] 24/2/2016 08:05

Buy in IC last Friday

[18bt] 24/2/2016 08:05

Buy in IC last Friday

[hastings] 14/1/2016 10:23

May be of interest.

[timtom2] 11/1/2016 22:28

Trading statement due?

[mininozzle] 01/1/2016 16:34

You'll see the game featured within this clip too:



Nozzle

[p1nkfish] 01/1/2016 10:24

thanks nozzle.

it's confusing to a non-gamer like me as some of the yanks are very anti.

[leonasdad] 31/12/2015 22:20

'splut, drip and dribble' download at playstore