Member Info for Prudent4

"Overall, the launch is off to a roaring success—sentiment is the highest in the series"

Is this an AI chatbot, I wonder. Fact is, JWE3 launch numbers are down two thirds on the first game in the series.

I am not seeing 25K on SteamDB. The page says

21,387

all-time peak 4 days ago

Trendz, the nearest thing to sales data we'll have is what can be calculated from the Steam player quantity.

JWE3 player quantity following launch was 21K. This is similar the company's previous game Planet Coaster 2, and two-thirds down on original JWE game.

Interesting times.

Yes, the price stamp was correct.

The board's price recording seems to be bugged. The most recent message, today, has a price stamp of 230 yet the price has not been that high for months. 216.50 is the current price. We will see if that gets stamped on this message.

Thank you Lemonade. Steamdb's Planet Coaster 2 data is revealing. Its estimate of owners, compared to Frontier's figure for unit sales, suggests a truly frightful return rate of approx. 43% in the two months since launch.

The calculation is, Steamdb estimated number of owners on Steam 187k plus 25% on console (from analysts Panmure Liberum) 228k. Frontier RNS number of units sold "exceeding 400k". Subtract owned from sold gives number returned for refund, 172k.

On 18 Sep, a TR-1 identifies Viking Capital Group as having purchased at least 2% that day, raising its stake to 5%. There is no TR-1 identifying the seller(s).

> bar his terminated predecessor had any games industry experience outside Frontier.

Erratum: games development experience

I doubt his replacement would be any better. He was appointed by a board of whom none bar his terminated predecessor had any games industry experience outside Frontier. A Games-experienced Chair appointed at the same time resigned after just 12 months, replaced by another inexperienced. What needs replacing is the board.

I doubt the replacement wou

Https://www.pcgamer.com/games/third-person-shooter/planet-coaster-2-isnt-the-financial-success-that-frontier-needed-according-to-a-report-which-means-theres-more-pressure-on-jurassic-world-evolution-3-to-bring-in-the-big-bucks/

Forbes "After A TikTok Ban, Is Gaming Overlord Tencent The Next Target?"

https://www.forbes.com/sites/paultassi/2025/01/19/after-a-tiktok-ban-could-gaming-overlord-tencent-be-targeted-next/

I do believe the market response to today's RNS demonstrates the true extent of what Tempus writing in The Times politely described as Frontier Developments' "big credibility problem". The share price now sits 22% down from the launch of

Planet Coaster 2. With Panmure Liberum forecasting an even greater series earnings drop in earnings from the forthcoming FY26 game, one hates to think where that will leave the share price. At this point in time, Frontier management's best option to stop the share price fall would seem to be to stop managing, but for the fact I find myself unable to conceive who capable would want the job.

Tencent doubles-down on threat to sue US Govt.

https://static.www.tencent.com/uploads/2025/01/07/ed277c23e9fe0fc870fb9f02350e7658.pdf

Regarding those Directors' supporting share purchases at the crisis following the last profit warning, one should note that very little of it was by the executives. Almost all was by non-exec James Mitchell, who also wears a hat at Tencent Holdings, Frontier's largest non-exec shareholder.

Tencent shares in Hong Kong dropped by around 7.3% on Tuesday, following news that the Department of Defense included the tech giant on a list of “Chinese military companies.”

Morningstar equity analysts Ivan Su and Vincent Sun warned that the designation could lead to “reputational damage,” and dissuade companies from working with Tencent and CATL.

A Tencent spokesperson called the firm’s inclusion on the blacklist as “clearly a mistake,” and noted the listing will have “no impact” on its business.

https://fortune.com/asia/2025/01/07/tencent-catl-us-blacklist-chinese-military-company-shares-plunge/

regarding this elite dangerous expansion, a little research finds frontier's "“[it will] drastically change how each player engages with elite dangerous,” said brand manager zac ****en on twitch".

though presumably not intended as a warning, perhaps it should be taken as such in view of the extremely negative impact of the previous expansion, odyssey. however an important difference is that frontier this time does not appear to intend to charge for the expansion, meaning another product failure will not lead revenue guidance failure as it did catastrophically on the previous occasion.

The Steam global chart position of the recently released Planet Coaster 2 is in fact #238.

Planet Coaster is doing OK in terms of sales units now that Frontier has dropped the price to £1.50, but clearly that price is earning very little for Frontier.

As to your question, the company is undoubtedly working hard on Jurassic World Evolution 3 game, slated for release in July. However this may also be a challenge regarding earnings, if the company broker's latest guidance is accurate. It forecasts 40% lower FY1 revenue compared to the previous Jurassic game, which was itself an extreme disappointment to the market.