membran  (E-Mail nur eingeloggt Sichtbar) am 17.10.2016 14:43 Uhr
Thema: Vier? Für diese tolle Flasche? Vier?! Antwort auf: Psychonauts 2 crowdfunding von membran
Die Gewinnaussichten für private Fig-Investoren haben sich stark verschlechtert, nachdem nun überhaupt erst nach US-behördlicher Prüfung festgestellt wurde, dass "non-accredited investors" (grob gesagt Leute mit weniger als 1 Mio Dollar Kapital zum Verschleudern) bei Fig investieren dürfen. Wir erinnern uns, "Fig" will so eine Kickstarter Alternative sein, beim man neben dem altbekannten backen/pledgen auch ein paar Tausend Dollar in das Projekt investieren kann und am Gewinn beteiligt wird. Wenn ich mich recht erinnere, steckte Tim Schafer da über ein, zwei Ecken selber mit in Fig drin, Mit-Eigentümer oder Mit-Gründer oder was weiß ich. Hat auf jeden Fall ein Geschmäckle. Jedenfalls ist das ganze Investment-Volumen (paar Milliönchen...) aus diesem Figs-Gedöns nur ein Teil der Gesamtfinanzierung, iirc nur 20-25% oder so. Der Rest kommt von DoubleFine und einem nicht näher genannten, dritten Großinvestor.

Und nun das (weitere Links zu Dokumenten ist im GAF OP zu finden, ich kopier hier nur den Text raus):

[http://www.neogaf.com/forum/showthread.php?t=1294935]

Back when Psychonauts 2 was originally announced on Fig, I was interested in the investing aspect and reserved a spot so I could make an investment once it was cleared with the SEC for non-accredited investors (normal people who aren't worth more than $1 million).

Back then, Fig posted a chart that if in an investor invested $1,000, if Pyschonauts 2 sold 1.7M copies at an average wholesale price of $21 (a little under $30 retail), an investor would get back $1,000 for a profit of $800.

Considering Pyschonauts 1 had lifetime sales of 1.7M, and the majority of them were far under $30 (736k of these sales were when it was in a humble bundle, and many sales were when it was discounted to $1), this seemed risky, but still doable.

However, now that the offering has been approved by the SEC, I received an email I could finally make an investment. Prior to making the investment, I reviewed the SEC offering document.

The terms are completely different, and based on the terms of the offering agreement, if someone invests $1,000, Pyschonauts 2 will need to sell over 2 million copies at a retail price of $60 before that investor will even receive their initial investment yet (without any profit). This means selling over 300,000 more copies than Psychonauts 1 and all at a retail price of $60, just to get your initial investment back. Seems completely impossible.


TLDR: Pyschonauts 2 on fig was advertised as needing to sell 1.7M copies at a wholesale price of $21 for investors to get an 80% return.
Now that people can actually invest, the terms have changed and it needs to sell over 2M copies at a retail price of $60 for investors to get a 0% return.
Psychonauts 1 has lifetime sales of 1.7M. 736k were when it was in a humble bundle and many more were when it was sold for $1.



Der Threadersteller hat noch ein paar Details nachgelegt:

Edit: Also, much of the funds for Psychonauts 2 were from investors. These funds have not been collected yet, and were investors like me who "reserved" a spot for when investment was finally available (this month). If they don't follow through with their investment (I am not), those investment funds will not be collected.

Edit 2: If anyone wants to check my math, the offering document with the terms is at the below link. Based on an investment of $1000 and a sales price of $60, I'm calculating that an investor would receive just under 1/100 of a cent for each copy sold.

Edit 3: This break-even point is just for investors going through Fig. Due to the revenue sharing structure, the actual break-even point for Double Fine and their unnamed large Investor is much lower. However the terms for the investors like you and me are really terrible and I wanted to make this post as an FYI to anyone thinking about investing in the game.

Edit 4: 50% of psychonauts 2 funding is from investors. This amount has not been collected yet and if FIG only collected 50% of these investments, which seems optimistic, (it's been 9 months, investors didn't need to put money down, the terms are awful), then FIG will have only collected 75% of the funds it wanted for psychonauts 2.


***Diese Nachricht wurde von membran am 17.10.2016 17:09 bearbeitet.***
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