Register a SA Forums Account here!
JOINING THE SA FORUMS WILL REMOVE THIS BIG AD, THE ANNOYING UNDERLINED ADS, AND STUPID INTERSTITIAL ADS!!!

You can: log in, read the tech support FAQ, or request your lost password. This dumb message (and those ads) will appear on every screen until you register! Get rid of this crap by registering your own SA Forums Account and joining roughly 150,000 Goons, for the one-time price of $9.95! We charge money because it costs us money per month for bills, and since we don't believe in showing ads to our users, we try to make the money back through forum registrations.
 
  • Post
  • Reply
Charity Porno
Aug 2, 2021

by Hand Knit

AlternateNu posted:

lol

Never change, Magic Thread. Never change. :allears:

There's a big difference between swinging and missing on a product and making a poo poo product no one wants though

Adbot
ADBOT LOVES YOU

flatluigi
Apr 23, 2008

here come the planes
tbh i got the idea in my head that the set jumpstart boosters were for buying and adding to the pile of jumpstart theme packets you already had, but idk if the 'save all your packets to replay in the future' gameplay was ever an official recommendation or if it was just how most people played it

LifeLynx
Feb 27, 2001

Dang so this is like looking over his shoulder in real-time
Grimey Drawer
BRO Jumpstart is fun. I won't suggest buying a box, maybe at $40, but buy two packs each with your friend and jam some games. It's fun and you get to see what synergies exist in the set without having to build decks.

Sickening
Jul 16, 2007

Black summer was the best summer.
I feel if what will make or break a set is the price, you can’t trust wotc to do the right thing anymore. That first modern master set was just so good.

Charity Porno
Aug 2, 2021

by Hand Knit

Sickening posted:

I feel if what will make or break a set is the price, you can’t trust wotc to do the right thing anymore. That first modern master set was just so good.

The 30th Anniversary boosters are the most egregiously priced thing I've ever seen in a hobby and I also play Warhammer 40K and collected Marvel Legends figures so I have a wide range of experience in pricey hobbies

mcmagic
Jul 1, 2004

If you see this avatar while scrolling the succ zone, you have been visited by the mcmagic of shitty lib takes! Good luck and prosperity will come to you, but only if you reply "shut the fuck up mcmagic" to this post!
There are a lot of unfun bombs in this draft format that I think will highly reduce the amount of interest i have in drafting it over time compared to DMU which was so good because it didn't have that issue at all.

tinaun
Jun 9, 2011

                  tell me...

Rahu posted:

"Jumpstart 2022" is releasing next month and will presumably be more like original jumpstart but they haven't announced what is in it yet so :iiam:

they announced that one pack will just straight up be tron (it has Karn Liberated, Walking Ballista, Expedition Map + 3 of each tron land), so its probably more powerful than OG jumpstart unless that pack is super super rare

hope it isn't 200+ a box but lol

TotalHell
Feb 22, 2005

Roman Reigns fights CM Punk in fantasy warld. Lotsa violins, so littl kids cant red it.


tinaun posted:

they announced that one pack will just straight up be tron (it has Karn Liberated, Walking Ballista, Expedition Map + 3 of each tron land), so its probably more powerful than OG jumpstart unless that pack is super super rare

hope it isn't 200+ a box but lol

They’ve shown a couple of the rare cards that will be in various packs. There’s a legendary Yeti in a “Snow” themed pack, and the new Uktabi monkey (sovereign? Something like that) that makes Banana tokens.

E: I really liked original Jumpstart and will absolutely be getting some of these, they look really fun.

!Klams
Dec 25, 2005

Squid Squad
My pre release deck was mad, gix, gixs command, teferi, altar of dimentia, urza's command, urza's battlethopter, just mad late game, and stall to get it there. My final round opponent goes,

Turn 1: 2/1 soldier
Turn 2: Harbin (3/2 flyer soldier)
Turn 3; siege veteran
Turn 4: another siege veteran

Game two he didn't do that and I annihilated him

Game 3 he did it again.

Khanstant
Apr 5, 2007
Did a prerelease sealed, first time doing sealed anything and really enjoyed it. Didn't much care for Dominaria, just too much messy colour chasing and I'm too new at Magic to really navigate it well but these feel a lot clearer. Gix and something that brings gix back when he dies were my best cards and combo, if I got those or if Gix just stuck I tended to win but my opponent's all seemed to have some pretty great stuff themselves. Most of my games felt really close and felt like you could clearly trace a decision or reaction that won/lost the game. I went black/green and the baloth was fantastic for me and some centaur as well, but I had an alternate black/blue deck I could've made, kinda wish you could replay a draft again but I guess that's defeating the whole point.

Sit on my Jace
Sep 9, 2016

LifeLynx posted:

BRO Jumpstart is fun.

Love how WotC's choice of set code leads to sentences that read like someone excitedly addressing their bro. Not being sarcastic here, I genuinely love it.

flatluigi
Apr 23, 2008

here come the planes

Sit on my Jace posted:

Love how WotC's choice of set code leads to sentences that read like someone excitedly addressing their bro. Not being sarcastic here, I genuinely love it.

march of the machines is confirmed to have the set code MOM

Jiro
Jan 13, 2004

In late night MTG adjacent stuff, LoadingReadyRun is doing Desert Bus for Hope again!

https://desertbus.org/

If you like marathon streams for charity done by good chill people maybe go on by and take a gander at stuff offered for donations. Also watch a very bad game being driven in real time to Las Vegas along with good conversations and skits and stuff with guests!

The charity is called Child's Play. Anyway, I'll get off the soap box now. Y'all enjoy your night I'm still trying to figure out how to make the Painbow pre-con useable with the cards I may or may not use from my Maybeboard. No the answer is not to toss it into the garbage :v:

https://archidekt.com/decks/3269628#pa_pa_pa_pa_pa_Painbow

Katana Gomai
Jan 14, 2007

"Thus," concluded Miyamoto, "you must give up everything you have to be my disciple."

Macdeo Lurjtux posted:

Yeah my store had enough to just give everyone a copy of the main three but is holding onto the loyal retainers for edh prize support

Not that it matters much, but unless they are waiting until February 3rd (Phyrexia: All Will Be One release), that's explicitly against WPN rules. The promos may only be used for prerelease events until the next set drops.

Weird Pumpkin
Oct 7, 2007

!Klams posted:

My pre release deck was mad, gix, gixs command, teferi, altar of dimentia, urza's command, urza's battlethopter, just mad late game, and stall to get it there. My final round opponent goes,

Turn 1: 2/1 soldier
Turn 2: Harbin (3/2 flyer soldier)
Turn 3; siege veteran
Turn 4: another siege veteran

Game two he didn't do that and I annihilated him

Game 3 he did it again.

In my experience the better my sealed deck, the more likely it is for my opponent to either have an absolutely monstrous deck or for my deck to just flood out and die

I dunno why. I've had some absolutely banger sealed decks that just can't win to save their lives due to being insanely unlucky, and some absolutely terrible sealed decks that just could not lose a game for whatever reason :shrug:

generatrix
Aug 8, 2008

Nothing hurts like a scrape

mcmagic posted:

There are a lot of unfun bombs in this draft format that I think will highly reduce the amount of interest i have in drafting it over time compared to DMU which was so good because it didn't have that issue at all.

Watching the pre-pre-release stream I was reminded of Mirrodin block limited in some pretty bad ways. Standard/constructed is safe since the retro artifacts aren't legal there, but limited could get pretty frustrating.

Lone Goat
Apr 16, 2003

When life gives you lemons, suplex those lemons.




generatrix posted:

Watching the pre-pre-release stream I was reminded of Mirrodin block limited in some pretty bad ways. Standard/constructed is safe since the retro artifacts aren't legal there, but limited could get pretty frustrating.

What are the cards you're most worried about? The most egregious retro cards are mythic (Wurmcoil, Platinum Angel, Sundering Titan, etc) and I think they appear less frequently than main set mythics.

Toshimo
Aug 23, 2012

He's outta line...

But he's right!
https://twitter.com/tolariancollege/status/1592149374624096257?s=46&t=1VN2ysb6d2o08byJJOXDRg

Source article

Hasbro finally getting dinged by the money guys for their product blitzkrieg.

generatrix
Aug 8, 2008

Nothing hurts like a scrape

Lone Goat posted:

What are the cards you're most worried about? The most egregious retro cards are mythic (Wurmcoil, Platinum Angel, Sundering Titan, etc) and I think they appear less frequently than main set mythics.

It's not so much the bombs, but the frequency of good ones. Goes for the non-retro artifacts in the set as well.

Amp
Sep 10, 2010

:11tea::bubblewoop::agesilaus::megaman::yoshi::squawk::supaburn::iit::spooky::axe::honked::shroom::smugdog::sg::pkmnwhy::parrot::screamy::tubular::corsair::sanix::yeeclaw::hayter::flip::redflag:

Just in case you wanted more actual information, the bit clipped in the tweet is the entirety of what the article says about Hasbro, though there is a CNBC Pro Article with the extremely foreboding title "Bank of America says Hasbro could fall 34% as company ‘kills’ ‘Magic: The Gathering’ card game"

Pablo Nergigante
Apr 16, 2002

Oh no not the money guys. Lol

Pablo Nergigante
Apr 16, 2002

*Clears throat* BofA deez

Amp
Sep 10, 2010

:11tea::bubblewoop::agesilaus::megaman::yoshi::squawk::supaburn::iit::spooky::axe::honked::shroom::smugdog::sg::pkmnwhy::parrot::screamy::tubular::corsair::sanix::yeeclaw::hayter::flip::redflag:
The actual quotes are very funny, and it's commander's fault, actually:

'Magic: The Gathering' analysis prompts BofA to double downgrade Hasbro

quote:

By Senad Karaahmetovic

Shares of Hasbro (NASDAQ:HAS) are down more than 6% in pre-open Monday trading after Bank of America analysts double-downgraded to Underperform from Buy as a result of the firm's deep-dive on the company's business "Magic: The Gathering."

The price target is slashed to $42 per share from $72, implying a downside risk of over 30% relative to Friday's closing price of $63.41.

Magic: The Gathering, which is a trading card game, generates about 15% of Hasbro's total revenue and as much as 35% of EBITDA.

"We've spoken with several players, collectors, distributors and local games stores and have become aware of growing frustration. The primary concern is that Hasbro has been overproducing Magic cards which has propped up Hasbro’s recent results but is destroying the long-term value of the brand," Haas said in a client note.

In order to maintain high growth in this business after the pandemic, Hasbro came up with more frequent set releases, more products in each set, and wider distribution. However, this strategist has likely backfired, Haas warns.

"Players can't keep up and are increasingly switching to the "Commander" format which allows older cards to be used. The increased supply has crashed secondary market prices which has caused distributors, collectors and local game stores to lose money on Magic. As a result, we expect they'll order less product in future releases," the analyst added.

Moreover, Haas notes that the price for Magic 30th Anniversary set, set at $999 for four booster packs, is "excessively high."

"This has created panic among collectors and we're seeing collections being liquidated now that the scarcity value of Magic is in question."

Bank of America analysts are also growing increasingly cautious on Hasbro's Consumer Products segment amid "negative read-through from retailers and peers."

Macdeo Lurjtux
Jul 5, 2011

BRRREADSTOOORRM!
Edit: article posted just above.



Note BofA just upgraded Hasbro to 'Buy' at the end of August when all this was still going on. Collector panic from the M30 packs is probably what instigated the deeper look. Though the client note doesn't quote numbers just anecdotal evidence from end users which are usually fairly divorced from the people making money decisions.

The Commander but isn't about being at fault, but a note about Hasbro driving players to an eternal format where there's a much less drive to buy new cards.

Pablo Nergigante posted:

Oh no not the money guys. Lol

It's actually pretty damning, the call is that Hasbro is going to lose 50% of its value over the next 12 months based on what they've been doing to a product that's 35% of its EBITDA. If that doesn't prompt some changes its unclear what will. In fact the CFO that issued the 2x gross revenue in 2020 and the 50% increase to EBITDA impact in 2022 directives took a 'sudden retirement' last week.

Macdeo Lurjtux fucked around with this message at 15:51 on Nov 14, 2022

Cactrot
Jan 11, 2001

Go Go Cactus Galactus





You want your product to be popular, but not so popular that wall street actually takes a look at your business fundamentals.

MonsieurChoc
Oct 12, 2013

Every species can smell its own extinction.
They have been making way to many products that is true.

HootTheOwl
May 13, 2012

Hootin and shootin
Too bad I'm loving marks and are still going to shell out for product

Pablo Nergigante
Apr 16, 2002

Macdeo Lurjtux posted:

It's actually pretty damning, the call is that Hasbro is going to lose 50% of its value over the next 12 months based on what they've been doing to a product that's 35% of its EBITDA. If that doesn't prompt some changes its unclear what will. In fact the CFO that issued the 2x gross revenue in 2020 and the 50% increase to EBITDA impact in 2022 directives took a 'sudden retirement' last week.

Not my problem

mcmagic
Jul 1, 2004

If you see this avatar while scrolling the succ zone, you have been visited by the mcmagic of shitty lib takes! Good luck and prosperity will come to you, but only if you reply "shut the fuck up mcmagic" to this post!

Lone Goat posted:

What are the cards you're most worried about? The most egregious retro cards are mythic (Wurmcoil, Platinum Angel, Sundering Titan, etc) and I think they appear less frequently than main set mythics.

The ones that I think are the worst are Wurmcoil and Helm of the host. The new Skullclamp equipment is also an insanely unfun card for limited.

Toshimo
Aug 23, 2012

He's outta line...

But he's right!

Macdeo Lurjtux posted:


The Commander but isn't about being at fault, but a note about Hasbro driving players to an eternal format where there's a much less drive to buy new cards.


That's a weird call because EDH is a prime driver of buying new cards.

MeinPanzer
Dec 20, 2004
anyone who reads Cinema Discusso for anything more than slackjawed trolling will see the shittiness in my posts

Macdeo Lurjtux posted:

It's actually pretty damning, the call is that Hasbro is going to lose 50% of its value over the next 12 months based on what they've been doing to a product that's 35% of its EBITDA. If that doesn't prompt some changes its unclear what will. In fact the CFO that issued the 2x gross revenue in 2020 and the 50% increase to EBITDA impact in 2022 directives took a 'sudden retirement' last week.

This is giving me late-era Tom Kirby Games Workshop vibes. Basically, under Kirby GW completely neglected its customer community and drove business into the ground by mismanaging Warhammer products in pursuit of short-term profit. Products were just shoved out onto the market with little consideration for timing, how they affected the meta, or whether there was demand for them; rulesets became a jumbled mess and some lines were neglected while others were flooded with product. Support for community events and long-term planning completely withered, and players became more and more tired of the pace and unpredictability of production.

The best example of the mindset behind this was Kirby's infamous 2014 letter to investors (https://investor.games-workshop.com/wp-content/uploads/2014/07/2013-14-Press-statement-final-website.pdf) that included the following gems:

quote:

We do no demographic research, we have no focus groups, we do not ask the market what it wants. These things are otiose in a niche.

quote:

External events that may affect us are only those things that bother everyone: interest rates, tax rates, exchange rates, directives from Brussels, war, pestilence and disease. What will not change is the eternal desire for some always to want yet more of the small, jewel-like objects of magic and wonder that we call Citadel miniatures.

I think the latter statement in particular is probably not far off from Wizards' current thinking about MTG: people dump money into these cards because they are a precious commodity in and of themselves. We'll see how long that thinking survives contact with this kind of overheated production and financial blowback.

There is hope, though: after unsustainable short-term growth that began driving away many customers, Kirby stepped down in 2017, the stock took a hit, but the new management that came in listened to the community and rectified a lot of the worst problems. GW is now going gangbusters and, logistical issues aside, is on a much more sustainable path of growth.

Aphrodite
Jun 27, 2006

WotC polls after every release, it's just they do it on Reddit so...

kalel
Jun 19, 2012

Pablo Nergigante posted:

Not my problem

Macdeo Lurjtux
Jul 5, 2011

BRRREADSTOOORRM!

Toshimo posted:

That's a weird call because EDH is a prime driver of buying new cards.

Well they're talking specifically about product releases. You pick up cards but how many from the current sets? Without a good paper standard scene, the EV of boxes drops. Even the people that would normally focus on Limited are impacted since there's no good way to flip the cards you drafted to recoup the entry cost of your next game.

On top of that, Collector's Boxes get cracked by the case by whales chasing the promo cards adding further downward pressure on the price of singles.

kalel
Jun 19, 2012

as bad as a market saturation is, honestly I don't think it's at an unsustainable level currently. I think the bofa assessment is reactionary and primarily based on the community blowback from magic 30. People are still buying cards though. People are playing commander, people are playing modern, people are playing arena. The game is not dying, or at least we haven't hit that inflection point that leads to runaway exponential de-investment among the consumer base yet. But it's an inevitability that we're going to reach that point now, because they just keep getting away with it and they've demonstrated a willingness to accelerate market saturation. one day the market will firmly tell them "actually, no, gently caress you" and by that point it'll be too late and everything will fall apart like a house of cards, the only question is when

The one thing that is sustaining this growth, the one thing that gives the player base the patience it's shown over the past 5 years, comes down to the gameplay. it's still a fun game to play. As long as design can keep a handle on threading the needle between what their top level stakeholders want and what the player-base wants, the game will be just fine for a very long while

Pablo Nergigante
Apr 16, 2002


:negative:

CatstropheWaitress
Nov 26, 2017

Magic the Pooing

long-ass nips Diane
Dec 13, 2010

Breathe.

Lone Goat posted:

What are the cards you're most worried about? The most egregious retro cards are mythic (Wurmcoil, Platinum Angel, Sundering Titan, etc) and I think they appear less frequently than main set mythics.

I got both Sundering Titan and Helm of the Host in my prerelease pool :getin:

Arivia
Mar 17, 2011
Bofa deez cards

Adbot
ADBOT LOVES YOU

dragon enthusiast
Jan 1, 2010
the framing of the bofa deez nuts guidance is kinda weird since it seems like they're conflating more frequent set releases (which people don't like) with flooding the market with product which is driving down prices (which should be desirable but is being written like it's a bad thing?)

  • 1
  • 2
  • 3
  • 4
  • 5
  • Post
  • Reply