Gear4music (holdings) Share Discussion Threads

[kcr69] 06/1/2017 07:45

Marginal slow down in top line growth, but still excellent progress.

Based on costs being a far smaller % of sales in H2 than H1, and given history and CEO comments, I would now put full year earnings at £3.3m.

PE 30 - £100m
PE 40 - £132m

£10 H1 2018 for me. All very good.

[discodave4] 06/1/2017 07:39

Worth repeating:"the Board is now confident that Gear4music is well placed to deliver profits for the full year that will be ahead of the increased expectations signalled at the half year stage."From Edison data (May 2016) Thomann had the greatest share of the European market at 12.8%, the next highest retailer/s were at 1.8% and G4M with only 0.8%. If they keep doubling sales in Europe it won't be long before they are the second largest retailer in Europe (and the U.K.) and in three years or so will/could be the market leader with revenue at least 20 times greater than it is now - investing here is a no brainier IMO.hTTp://www.edisoninvestmentresearch.com/?ACT=18&ID=16292DD

[croasdalelfc] 06/1/2017 07:39

Growth is slowing a tad in U.K. But the comparatives are tougher. European sales were 38% of total down from 40% in July August so the Brexit /exchange rate effects are easing.Great news about Own brand which keeps Gross margin up and contributes to increased profit margin . It was about 4% ... a 1% increase makes a big difference

[bigbigdave] 06/1/2017 07:37

One of the fastest growing PLC's around, ahead of ahead of ahead of.........

[ali47fish] 06/1/2017 07:33

tattoo what are you oh about- no need to make such a statement without referring to evidence

[hydrus] 06/1/2017 07:18

The Europe and rest of world growth is incredible and bodes very well for the future.

[sundance 13] 06/1/2017 07:16

So it was market games after all, insiders wanting in ahead of today's update.

[tattooed93] 06/1/2017 07:10

Growth has slowed since last update

[cambium] 06/1/2017 07:03

Gear4music is well placed to deliver profits for the full year that will be ahead of the increased expectations signalled at the half year stage.

[kcr69] 06/1/2017 06:52

DD, well articulated and fantastic video. Not seen it before but very funny.

[panic investor] 06/1/2017 06:46

I don't know what the results will bring but there was no price movement previous to the last set, hence I think they run a tight ship.Quality company and I for one will be very surprised if they haven't exceeded expectations

[kcr69] 05/1/2017 23:52

abarclay, I guess you are on the wrong thread? If not then your link may well have been about knitting it had that little relevance to G4M, and strange that you chose a bold font to exacerbate absolute nonsense. Try 30-35 with a dash of colour and italics. Best wishes all the same as will assume the wrong thread option.

[ksharlandjiev] 05/1/2017 22:56

GG, I was talking to the bears, who are trying to drag the price down because they have short positions or they want to get in cheap :)Your one is a good stop loss for a long position however, giving the liquidity of the share. Away from dips (buying opportunities) like today's one.K.

[ggbarabajagal] 05/1/2017 22:30

stoploss at 430p

[ksharlandjiev] 05/1/2017 22:21

Also let's not forget Old Mutual who increased their position to above 9% yesterday, shall we?All the blokes who are trying to create fear because are short - I hope you have a tight stop losses as they are about to be hit.

[ksharlandjiev] 05/1/2017 22:16

It's always fascinating how a small dip can cause such a panic. The last two deal at 16:32 and 16:35 are for the rice of 512p and 515p. What are we talking about? This was a classic tree shake from MM's to hit few stop losses before a good TU.After all no share is going up in a straight line. Giving the recent jumps, it is understandable if this retreat a little to take a breath.As for NXT and the other retailers - they will struggle where pure online players are currently on top of their game! Cheers, K

[hydrus] 05/1/2017 22:03

Oh dear some blatant attempts at creating fear. The CEO still owns 39% of the business and only sold a very small slice of his holdings in October.The only information anyone on here has about business performance is the half year results which showed huge growth in turnover and profit.If you think that for some unknown reason that has magically reversed then good luck. It takes different opinions and positions to make a market.

[abarclay] 05/1/2017 21:59

PE of 80



If they say growth has slowed to perhaps 20% in December, then this is going to crater


This could turn NASTY!

[kcr69] 05/1/2017 21:57

Reasons to be bullish

1. 87% growth through July / August on the back of 66% in the preceding 4 months. Accelerating growth rather than decelerating.
2. Impressive growth being reported across all on line retail sectors over the Christmas trading period and particularly pure play on line retailers.
3. No statement to indicate any major slowdown from the BOD
4. Every chance of FY earnings of £3.6m if top line 2nd Half growth is anywhere near 75%.

Those are my excuses for being just a little bit positive.

Best wishes.

[abarclay] 05/1/2017 21:55

diretors have dumped a load ahead of profit decline i suspect

[hydrus] 05/1/2017 21:20

Good lord - just wait for the blooming statement, they said early January so it's not exactly going to be long whichever day they release it.

[geheimnis2] 05/1/2017 21:18

I don't think Friday is a great day for good news

I am hoping it will be early next week

[bones] 05/1/2017 21:17

What is this, a meeting of Clairvoyants Anonymous?