Gear4music (holdings) Share Discussion Threads

[rathlindri] 08/2/2017 23:40

Agree, it's a game of chance for the private investor, and the dice is loaded

[runthejoules] 08/2/2017 22:15

Hasn't affected me except in that I noticed it too late to buy any more but this sort of thing - and naything that disadvantages small investors - really should be illegal.

[pauliewonder] 08/2/2017 17:28

Well I topped up too early. MMs needed some stock by the look of things

[rathlindri] 08/2/2017 15:25

thanks for the opportunity to top up

[taurusthebear] 08/2/2017 15:04

Here comes the shakeout to burn off the momentum-chasers. :0)

[pauliewonder] 08/2/2017 11:15

Bought some more.

[shauney2] 08/2/2017 09:30

smallsmallbrain,

if you would like to get that jealousy out of your system and buy some there are a few shares available today.

[hydrus] 07/2/2017 20:24

PE of 100? No it's not

[smallsmalldave] 07/2/2017 20:06

Pauly



Yesh good you put the risk warning in.


You dont want to fkc up with this like you did with Indigo Vision which was smashed down from 600p to 70p


Wonder if G4M will do the Same? PE is now 100

[pauliewonder] 07/2/2017 19:30

Yeah. Thinking about a top up tomorrow.

[tony773] 07/2/2017 19:21

I don't see a problem buying them

[taurusthebear] 07/2/2017 16:06

Errr, read the thread. :0)

[rathlindri] 07/2/2017 15:56

This is turning out to be some ride... How long can it go on for, and how high can it go...???

[geheimnis2] 07/2/2017 13:10

Some guy called Warren Buffett keeps on leaving messages on my answerphone badgering me for my shares!

What a nuisance that guy is.

[runthejoules] 07/2/2017 13:03

So if Neil Woodford calls me to buy my £2.5k holding, I should hold out for £25, right?

[geheimnis2] 07/2/2017 13:01

Could multibag from here???

[jitters3] 07/2/2017 12:40

Had to ring brokers to buy at 650p none available electronically

[stampylong trader] 07/2/2017 10:20

^ That was Paul

[geheimnis2] 06/2/2017 22:26

Just a thought, Paul Scott?

[paulypilot] 06/2/2017 21:57

A mate of mine in the city told me last week that there's a lot of Institutional & analyst interest in Gear4Music. This follows several successful site visits to York, where apparently people were very impressed with the way the company is organised - e.g. multilingual customer support, and expansion plans.

Also, the penny has dropped that, despite the huge rise in share price, G4M is not expensive when compared with other eCommerce shares when they were achieving similar growth rates.

I've seen some jaw-dropping suggestions of what this share could be worth, in an analyst note which went round late last week.

Personally, I had intended holding until say £10/share and then top-slicing, but that would only be a £200m mkt cap. Given that sales of c.£100m/per annum are already on the horizon, and that the company is planning capacity growth way beyond that, then it's anyone's guess where the market cap could be heading.

A range of PSR of between 2 to 5 is being mooted in the City. This suggests that a market cap of £400m+ is possible in the next year or two. Maybe more. So £20/share or more.

I'm not saying that is necessarily right, but as Taurus says above, other people set the rules, and that's how the market is valuing successful eCommerce companies now, and has been for years actually. These stocks are not valued on a PER basis. It's all about top line growth, gaining market share, then increasing margins once the business is more mature.

Anyway, exciting times. Getting into a tightly held growth stock, where Instis are keen to buy, is a very nice situation to be in. That's where we are right now, so personally I don't see any reason to top slice any.

The downside risk is obviously if something goes wrong operationally, and there's a sharp fall in the growth rate. As we saw with BOO in early 2015, that halved the share price almost instantly. I don't want to alarm anybody, but we have to be mindful of the downside risk, which could also happen here if something were to go wrong. Hopefully it won't!

Regards, Paul.

[homesunderthehammer] 06/2/2017 14:17

Hamsterdam


RE: W7L

Hello My Beauty I hope you are all well :)

The reaon i mentioned cosmetic firm W7L is because W7L is selling online and in shops. Growth is about 25% and PEG is 0.6.

People forget that you need to keep replenishing your makeup, lippy and powder. If you can buy this for a quarter of the price that Revlon or upmarket brands sell it it builds loyalty. And 16-25 year old girls goes viral which is happening now it seems.

Loads of vloggers in beauty space
hxxps://uk.rimmellondon.com/buzz/blog/5-london-beauty-vloggers-who-pushed-the-beauty-boundaries
W7L also selling direct on their online store


Anyway if you have a moment check out W7L

W7L is firing up into a dot com star imho
Cheers

[hamsterdam] 06/2/2017 12:22

If it's O/T why post it here?

[rathlindri] 06/2/2017 12:19

This certainly seems to have legs at the minute....