Share Name Share Symbol Market Type Share ISIN Share Description
Gear4Music LSE:G4M London Ordinary Share GB00BW9PJQ87 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 565.00p 560.00p 570.00p 565.00p 565.00p 565.00p 3,450 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 80.1 1.5 6.7 84.3 117.90

Gear4Music Share Discussion Threads

Showing 1651 to 1673 of 1675 messages
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DateSubjectAuthorDiscuss
17/10/2018
11:45
Interims looked good, topped up this morning.
cheshire pete
16/10/2018
18:07
sigh of relief......
rathlindri
16/10/2018
15:54
With Equity Development's very positive and encouraging write-up (above) and Peel Hunt saying that this "is an opportunity not to be missed", the share price seems set fair for a good long rise, given fair market conditions.
aimingupward2
16/10/2018
09:18
PEEL HUNT today Gear4Music# (Buy, TP 1000p) - Good Interims, "very strong" current trading G4M has delivered steady H1 numbers (EBITDA of £0.7m) but the key here is the upbeat language in the current trading statement. Sales are reported to be “very strong”so far in H2, and the gross margin is up which is good news following the travails of H1 (down 210 bps). Industry competitive forces seem to be quietening (a bit) and management has committed to a strong inventory buy, so we don’t see a repeat of the margin downside of H1, but we do see a strong top line showing ahead. Which overall means an unchanged forecast, and that is not what the shares were expecting. They now trade on the sort of growth multiples (20X FY21 PE) we expect for bricks and mortar stocks, not for a rapidly expanding on line player: that is an opportunity not to be missed Analyst: Jonathan.Pritchard@peelhunt.com (+44 (0) 20 7418 8815) , Analyst: John.Stevenson@peelhunt.com (+44 (0) 20 7418 8859)
saracen3
16/10/2018
08:32
after today's interim results and positive outlook, updated ED research note is now out. Unchanged forecasts leave shares on undemanding EV/sales ratio of just 1x Note freely accessible here: https://www.equitydevelopment.co.uk/edreader/?ltkn=ed99b960f11f6acfe7049e50e75f7af9Xv8RbvVu&d=%3D%3DQM5QjM
edmonda
09/10/2018
12:50
Have posted some thoughts on G4M on the following link. hxxps://cube.investments/gear4music-g4m-candidate-for-short-selling-after-worrying-september-update/ @vilage_idoit
vilage_idoit
08/10/2018
18:15
Grim, just grim
rathlindri
08/10/2018
08:59
AXA Investment Managers has purchased 1,090,979 shares (5.21%). https://www.investegate.co.uk/gear4music--g4m-/rns/holding-s--in-company/201810080817572485D/
czeck
08/10/2018
08:54
AXA Investment Managers acquiring 1,090,979 of shares (5.21%).
czeck
04/10/2018
19:44
ali47fish: Because the last three days is a blip in terms of the last two months. What is there for long-term holders to say that has not been said? The next test will come with the results. Margins and outlook will no doubt be key. I cannot foresee a problem in terms of the share price over the next couple of years, notwithstanding Brexit uncertainties and that a small cap. can drift 20 to 30 per cent with lack of interest. I would be surprised if G4M has not doubled from here by Christmas next year.
taurusthebear
04/10/2018
13:25
I'm sure these guys will have a fantastic Christmas with all the investment they have made.
smallcapinvestor1
04/10/2018
13:20
is nobody here- this has been falling forever-i tseems to be rising and still no comment
ali47fish
04/10/2018
11:46
The lower it went or goes, the nearer the bottom it is or will be. BLASH! :0)
taurusthebear
03/10/2018
08:38
2day of the share price up- have we reached the bottom? anyone with insights please!
ali47fish
02/10/2018
11:19
I take it you’re not a musician Elbee :)
gnome3
02/10/2018
10:29
I think, as you say, Musicman, it's the margins that investors are stuck on at the moment. The last update seems to suggest they're coming under a bit of pressure as competition hots up, but there was still an "in line" forecast for profits. It's been said before, but this is really not about profit at this stage. It's a land grab. The sector is undergoing a period of consolidation, and not just from the small high street retailers to online, but also, among some of the larger retail chains who have their own online offering. G4M's revenue growth rate in the UK has actually increased and I imagine that is because they are taking significant market share from some of the larger chains. So how do you put a value on G4M at this stage? Well, I take the view that ultimately, G4M will be one of the winners in the consolidation process and that at some point, when growth rates begin to normalize, they will be able to achieve net profit margins of at least 5%. That doesn't seem unreasonable, given the economies of scale they can expect and based on past industry margins. If you applied a 5% margin to this years revenue expectation, that would be a p/e ratio of under 20. That's for a company growing revenue at over 30% pa. Some might say that profit margin significantly above 5% may be achievable. Looks undervalued to me.
gnome3
01/10/2018
13:21
The negative movement is overdone. The restructuring is complete, new infrastructure in place, new staff hired at the front end - although many in the warehouse to cover returns. Currently stock is flying out of the stores and warehouses - akin to Christmas last year - and we haven't even got there yet ! Yes margins are tighter, yes returns are up BUT, its a solid business generating cash and the investment in infrastructure and IT is paying off and putting them ahead of their competitors. This is no normal retailer, so don't be fooled by crisis on the high streets talk - their internet front and back end is second to none and well regarded - which should help margins and returns etc. The upside is clear, the downside limited if you put a sensible stop in place.
musicman007
29/9/2018
05:36
Rather short-sighted, as the Swedish centre will be open for the busy Christmas season. Reservations here are no doubt based on margin-squeeze, Brexit and a hot summer causing weaker-than-expected sales. But on the other hand, a market cap. of 107 m quid seems to discount much of that pessimism. Boohoo was knocked back to 170p (from 260p last year) pre-results, but is now 35% higher. Pessimism, like optimism, has a habit of being overdone...
taurusthebear
24/9/2018
21:32
Hopefully there will be some comment on the 16 October re the acceleration of European sales growth. However, I am not expecting too much as the Swedish Distribution Centre is not due to open until the end of October. Could well be some more share price drift in the short term, particularly if the general market suffers.
rp19
21/9/2018
13:26
Depends on your timescales. Looks good long-term value here but could yet test a fiver. Yet to sell any as bought further down, but market obviously worried about squeezed margins and a cyclical down-wave for retail. And many are presumably holding off due to the awful share price chart. I'm holding till G4M becomes at least a 200m market cap. company, so don't anticipate top-slicing until at least a tenner, but as ever, It may take longer than I initially thought. DYOR... :0)
taurusthebear
18/9/2018
10:52
Any ideas on resistance for this share price until G4M reports interim results for the six months ended August 31 on October 16? Almost too soon to see the sales growth which are due to accelerate during the second half of the year.
czeck
11/9/2018
15:59
I can see some great bargains appearing over the next few weeks. EU deal done, no matter how bad, and the market will no doubt rally, but no deal or Commons rejection will mean more uncertainty for months...
taurusthebear
11/9/2018
09:23
except how do you make sense of the share price falling further in the wake of 2 managers upping their holdings?
ali47fish
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