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Given the large volume of titles under licence, and the experienced dev team, could we see a takeover offer soon?
The fact so many of FD's titles are burdened by licences is a big big negative for takeover. Licences take a hefty cut of receipts, restrict what can be added to the game, prevent licencing onward, and have an exipry date and termination clauses. And note that FD's licenced games JWE2, F1M and Realms of Ruin have disappointed to the tune of approx. 80% loss of share price.
Realms of Ruin has £1.6m and looks like an uptick is starting to happen with the Xmas sale.
Given the locality of Frontier Dev to Games Workshop, I could see a big partnership potential, and that potentially it would benefit games workshop longer term to look at an acquisition to have their own in house computer game company to maximise cross sales and market.
Yep had gone through my mind. Coincidentally bought the dip in GW earlier.
Game workshop has their new TV show coming to Amazon being made by Henry Cavil.
https://www.theguardian.com/technology/2022/dec/16/amazon-agrees-deal-with-games-workshop-to-create-warhammer-tv-series-henry-cavill
So would make perfect sense now to acquire Frontier Dev to have an in-house game company to build new games and digital assets for the new show and dedicated GM IP
Games workshop are sat on a nice pile of cash ready for investment:
https://www.cityam.com/amazon-warhammer-deal-spurs-games-workshop-to-record-170m-profit
As such, we could be looking at a takeover very soon.
I imagine it will be in the £70m region, with clauses to keep senior staff locked in for years.
Pure gamble here now.
Hypothetical takeover talk for FDEV to become GW's little TV b*tch is quite funny though.
The auto attack this morning would indicate that something is brewing in the background
Sub £1 possible is this a shorters dream t/o may be on
Bit of after timing there. Clearly was. Reckon some of the selling maybe staff that have been released.
Considering the scale of the sell off this morning and in relative terms the share price only slightly dipped, it would appear that someone in the background is eating up all the available shares.
Expect a good rerate soon.
Auto attack?
Down 8% for the day but apparently thats only a slight dip.
Horis talking horse sh*t
10% down, Horis will tell you this is all part of the re-rate plan.
I said in relative terms.
Compared to the month the dip this morning is only 3%.
And yes, rerate coming, clearly all the sell are being eaten up in the background for a large buy fill order
In relative terms.... you have made me laugh this morning ill give you that.
Up-tick is coming when selling pressure is reduced. Nothing to do with these large buy order's your dreaming about.
You dreamt of a takeover by GW at 120, now there are definite big buy orders all the way down to 105 but its still heading south, makes perfect sense.
You are looking at things in too small a time scale.
Not really but it's only took 1 day to blow your dream out the water.
Ow dear... Horis, you still here?
I do apologise to any long time holders. Any stick is not directed at you but to these idiots trying to keep you in.
Omg, will it still have a pulse at the end of the day.
Not been "in" for a quite some time so just monitoring for now.
I'm "looking at" some posting histories and waiting for the, "I can sell my entire holding" blah blah... lol
You don't have to justify a punt with BS. Just sayin'.
07 :)