Gear4music (holdings) Share Discussion Threads

[mr.elbee] 24/10/2016 10:26

I play the guitar too boys, but G4m DONT have what I want..

It's run by clever businessmen,..That is why it is a success..Good luck to you all. Wish I'd got in earlier.

But beware of a bubble.

[rocket fuel] 24/10/2016 08:12

route one to 500p on the chart.

[allstar4eva] 23/10/2016 22:50

Yep. That's why I expect the share price to be at £5+ short term. All imho of course. I could easily be very wrong...

[thevaluehunter] 23/10/2016 22:28

I reckon for the year to Feb 17 sales will be c£63m and ebitda at £5m giving an FY17 EV/EBITDA multiple of c15x which still looks cheap.

[panic investor] 22/10/2016 18:26

Might be adding further on Monday unless the whole world collapses in the mean time

[little minx] 22/10/2016 15:56

And that was before its rise yesterday.

I think with the new distribution opening in November and the lease taken on one in Germany it might well surpass £4 before Christmas as obviously it has potential to grow even quicker. In addition, the low pound will obviously assist nicely with its for the coming months.

[joharris] 22/10/2016 15:22

Didnt see that but I saw this from Paul Scott yesterday:

I think the 400p level is probably about the right valuation for G4M.

hxxp://www.stockopedia.com/content/small-cap-value-report-21-oct-2016-vlk-dgs-rtc-mbh-155452/

[little minx] 22/10/2016 13:51

Did anybody see this on Stockwatch yesterday

The latest example in the sugar-rush is Gear4music (G4M), which listed on AIM (AXX) in June 2015, before drifting from 146p to 100p by end of last June. It's now more than tripled to 370p amid fast revenue growth and confirmation from management that it can beat forecasts.

Memories in the stockmarket are generally short and online retail is in vogueWith just 20.2 million shares issued the capitalisation is £75 million, but if European sales continue to grow fast (now helped by lower sterling) then £100 million group revenue beckons. A price of 650p would reflect 1.3 times sales, a conservative metric versus Boohoo.com's 6.7 times historic sales.

To anyone who experienced the 2000 bubble/debacle and has a few grey hairs, it's Alice in Wonderland, but memories in the stockmarket are generally short and online retail is in vogue. Indeed, the valuations will drive more private equity investment and flotations, a genuine reason why this sub-sector is worth watching.

[cossie] 22/10/2016 11:59

Many of my musician friends are now using G4M instead of Thomann for online purchases. Far better customer service and value.

I added more yesterday having initially got in at £2.30. Best GARP opportunity I have seen for some time.

[bigbigdave] 22/10/2016 07:57

Mr elbee 6 guitars here, like to think I can play pretty good :o)

[panic investor] 21/10/2016 16:40

Welcome back bamboo

[kcr69] 21/10/2016 16:35

Glad your back in Bamboo2. I tried but couldn't make head or tail of your last chart. Its probably a good thing, no one wants information overload. Best wishes.

[bamboo2] 21/10/2016 16:31

mr.elbee, I'm a guitarist, does that count? :-)
I got that turn yesterday completely wrong, so bought back in again this morning. Another turn on Monday, but guess I'll use it as a chance to add, rather than try another trade.

[kcr69] 21/10/2016 16:24

allstar4eva....if that's a straw poll of 2 (you and your dog), you can add me to your list!!

[mr.elbee] 21/10/2016 16:23

nothing special about G4 music for musicians..for investors?..well, no gearing, cash rich, and the best of all.

ONLY ONE MUSICIAN ON THE BOARD.

[allstar4eva] 21/10/2016 16:19

I think the world and his dog thinks this is heading for a fiver at least in the short term so no one wants to sell before then...

[kcr69] 21/10/2016 16:01

Are we about to enter illogical private investor syndrome, where by the fundamentals of a business conspire to change in PI's minds, if they see a share price with a decimal point and two zeros following it....lets hope not.

Would be good to fizz through £4.00 and end the day at £4.15...but I don't really believe that will happen in 30 mins.

Great day though.

[panic investor] 21/10/2016 15:20

you don't think you do but twitter knows what you like I assure you.

[flyposter] 21/10/2016 14:52

Ha! Look what came through on my twitter feed:

Gear4music ‏@gear_4_music 3h3 hours ago

RT & Fav for a chance to win a Faith Naked Series FKV Venus guitar worth up to £509.00! Closes 12pm 04/11/2016

I don't follow G4M on Twitter.

[flyposter] 21/10/2016 14:20

No problem kcr69, the attractiveness is range, price and availability, I will be ordering some strings soon, so will update.

[kcr69] 21/10/2016 14:15

Thanks for responding flyposter. Its always good to hear first hand thoughts (good and bad) from real customers and clearly even in your case, the genuine industry credentials of the business shine through. Thanks again.