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
  -20.00p -2.84% 685.00p 680.00p 690.00p 705.00p 685.00p 705.00p 36,248 16:06:43
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Retailers 56.1 2.6 11.5 59.6 142.94

Gear4Music Share Discussion Threads

Showing 1526 to 1549 of 1550 messages
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DateSubjectAuthorDiscuss
19/11/2017
14:10
Cannot claim to predict prices, but don't anticipate selling my first G4M shares until well past a tenner. £150m market cap. for a rapidly expanding Internet company is likely to be considered a steal in a couple of years time, IMO. :0)
taurusthebear
19/11/2017
12:13
sorry taurus. In "nonsence"....I was replying to thevaluehunter15 in 1522 "Could go a fair way lower than £6 in my opinion". IMO the share price is now clearly returning quickly to £8.50 before Christmas and to a next high of £9 by the New Year mimicking its performance twice:, firstly during May 2017, and previously last Nov/Dec, each time during the same part of the half year cycle.
scrutable
17/11/2017
16:15
Not sure who SCRUTABLE was replying to, but it certainly wasn't me.. :0)
taurusthebear
17/11/2017
14:31
Amazon is vastly overrated, and not so different from eBay, ie they concentrate on shifting boxes and a platform for third party sellers. Look at wiggle for cycles and parts (and now other sports) - prices are often lower than Amazon, and there's far more expertise. Amazon has mostly low-end products, if you're kitting out a pro studio you can get it all from G4M and know you're getting the right kit for the job. Their website is brilliant, small touches such as the log in system I've not seen elsewhere. I purchased something about 10 years ago (for my musician brother, very specific). A few years ago I needed to get something else. Of course, I had no idea whether I has registered with them before or what my password was. G4M was clever, they first asked for my email address only, without asking if registered or not. The site then immediately said welcome back, do you remember your password? It's so neat, and friendly, and shows they are well above the norm for website development and customer interaction. Small differences mean a lot for customer satisfaction and repeat business. I bought in heavily at 140p when found they were in AIM, holding very long term.
cbootle
17/11/2017
13:40
Nonsense. The share price is clearly turning from the absolute bottom of the trading range, and is a thumping Buy; whilst the commercial prospects have continued to improve sharply as the German (and probably US) new initiatives gain traction and follow the explosive growth of the relatively new Scandinavian unit . This company has already fully tested and proven prospects of using the internet to accumulate and sell, all products in a particular niche as ASOS did with fashion, alighting on the prospects for doing the same thing with musical instruments. A similar potential must exist for fishing tackle, yachting and mountaineering supplies, and artists materials - though Amazon seems to have done it with all niches at once but failed to beat G4M to it. The great success in Scandinavia shows that the western world (at least)is for G4M their oyster. The way is open to them to repeat the business model in Russia/Slavonic Europe. Australia/NZ; S America; and possibly even China.
scrutable
16/11/2017
12:00
Indeed! Especially after this morning's turnaround.
aimingupward2
15/11/2017
09:28
Wouldn't bet on it. :0)
taurusthebear
15/11/2017
09:06
Could go a fair way lower than £6 in my opinion.
thevaluehunter
14/11/2017
11:09
Looking for 6??p to top up. :0)
taurusthebear
13/11/2017
16:16
I took the opportunity to top up. The wider market is showing a bit of malaise too so don't think the drop is anything news related.
joshgroeny
13/11/2017
15:40
Things not going very well at the moment with the price, hope it picks up soon.
mrx001
13/11/2017
15:40
Things not going very well at the moment with the price, hope it picks up soon.
mrx001
03/11/2017
09:05
The problem is that, unless there's a hiccup, profit warning or market selloff, the valuation is unlikely to get much lower. A small growing company is arguably on a higher rating because the growth rate is expected to be higher. That doesn't necessarily make it any less risky, of course. Objections to US expansion could be used for any expansion in any foreign country, therefore not realistic. Expansion costs initial investment, and always has. :0)
taurusthebear
02/11/2017
16:55
The challenge with selling into the us will be the distribution costs which will need to be passed on to the customer. The model of selling online into the us is much more tricky with large high value, irregular or bulky items vs clothes. In my opinion they will need to build out the infrastructure first in the US and hold stock before attempting to grow sales. I would say the market is big enough in the UK and EU to sustain substantial growth for the next few years. I still like the company but the valuation is a bit rich for me at the moment.
thevaluehunter
01/11/2017
08:48
Valuehunter Declining EBITDA margin would be a concern in a mature business but in a small growth business a lower margin for a period or two is perfectly normal if there's increasing investment or a step change to grow the business. For G4M, thats come from expanding geographically and those new sites were profitable in the final month of the period so we'd expect margins to jump back sharply in H2. 'Intangible capex' is simply them continuing to develop their website (e.g. launching the $ website) - the amortisation goes through the P&L so the capital spend is just the initial cash spend of that amort. Perhaps G4M is the wrong type of company for you though if your investment approach is pure value. Understandable comments if so Adam
adamb1978
31/10/2017
19:34
Nice quick recovery. What we were hoping for
rathlindri
31/10/2017
15:49
Noise 😀
taurusthebear
31/10/2017
13:57
Sudden batch of big buys at 790p very largely makes up for that 200k.
aimingupward2
31/10/2017
12:50
So who dumped 200k yesterday?
toffeeman
31/10/2017
12:40
i guess software development is just like fitting out a shop costs
ccraig69
31/10/2017
12:23
Declining ebitda margin from 6.2% to 2.3% and H1 2017 intangible capex is the reason I sold out.
thevaluehunter
29/10/2017
22:43
Finally got around to looking at the interims. I don't really see anything material and negative in there which wasn't flagged before so the investment story remains the same, with the potential massive kicker of moving into the US. As someone else has mentioned, that presumably would involve some material level of investment in one or more new distribution centres but their European success shows that they know what they're doing so I don't see a problem with them raising equity to finance that. Results this year are somewhat irrelevant given the new distribution centres only started this year and became profitable in August. FY19 should be the year when the top-line growth more materially moves thorugh to the bottom line...this year should be yet another year of c.50% turnover growth in the meantime though. Happy to keep holding
adamb1978
25/10/2017
10:22
They capitalised £768k of software platform development costs in the first half which seems quite a lot. It would be interesting to know how much of that is payroll costs.
thevaluehunter
24/10/2017
16:32
TVH and Monty At what point did G4M look cheap?
toffeeman
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