Gear4music (holdings) Share Discussion Threads

[croasdalelfc] 03/3/2017 07:04

I had factored in £55m revenue so outperform as dad as I'm concerned and profits marginally ahead.Scandinavian growth very good but probably a very low base. I hope they match it in Germany

[bestace] 02/3/2017 16:14

If web site hits are a good proxy for sales, that would imply around a 25% increase for Jan/Feb 2017 sales compared to a year earlier, a slight dropping off the growth rate compared to recent trading updates.

[cbootle] 02/3/2017 12:25

That's very impressive research - excellent that website visits have held up and even increased post-Christmas, which one would expect to be a quiet time.

[alphabeta4] 02/3/2017 12:16

Been doing some research ahead of tomorrow. Not sure how well this will come out but on the key UK website search statistics:



Gear4music.com hits

393087 Nov 15 404864 Nov 16
381213 Dec 15 481055 Dec 16
361018 Jan 16 485589 Jan 17
418866 Feb 16 488062 Feb 17

So Nov-Dec 15 average c387k hits, Jan-Feb 16 c389k hits
Nov-Dec 16 average c442k hits, Jan-Feb 17 c486k hits

So website hits have increased Jan-Feb by 10% this FY vs less than 1% last FY. As long as website conversion holds up bodes well for UK revenue for the final 2 months (which was c61% of sales in previous 4 months).

I started looking at other countries but hit my 10 search a day limit. France and Germany had a big jump in searches for Gear4music.com between Nov-Dec 16 that has then held up well:

France: 2661 Nov 16, 9111 Dec 16, since around 7.5k-8k.
Germany: 866 Nov 16, 3844 Dec 16. Forgot to note figures since.

I got stopped out at the point I was going through French and German searches for .fr and .de, it would have taken me quite a while to get through all of them but I would guess Sweden is a key country hence the distribution centre.

I was a bit new to using Semrush and noticed there are separate paid and 'organic' numbers, most of the UK traffic was organic but for others it varied quite heavily on a monthly basis.

If anyone could merge the organic and paid searches for other countries and let us know the numbers here using their own personal 10 searches it would be most appreciated!

Hope this helps
Alphabeta

[rathlindri] 01/3/2017 16:19

It's all good....

[taurusthebear] 01/3/2017 16:17

Knocking on seven's door! :0)

[telbap] 01/3/2017 13:59

Welcome ;-)

[taurusthebear] 01/3/2017 10:51

Thanks for the spike, telbap. :0)

[che7win] 28/2/2017 17:57

telbap,
look at TRIN

[telbap] 28/2/2017 17:51

Just saw this plugged on boohoo bb, your chart trumps theirs. Wow! What in credible year here!! Will read up tonight and.maybe buy in tomorrow.

[rathlindri] 28/2/2017 11:43

All eyes on Friday then

[blueball] 23/2/2017 12:44

Its a buy again.

[rathlindri] 23/2/2017 12:14

Buyers getting in ahead of next friday's trading figures

[homebrewruss] 23/2/2017 09:30

I'll answer my own question :) trading statement on 3rd March:

[shauney2] 22/2/2017 13:04

Looking very firm.

[homebrewruss] 22/2/2017 06:53

Can anyone confirm if we're due a trading statement early March?

[taurusthebear] 21/2/2017 12:50

Resistance is futile. :0)

[jitters3] 21/2/2017 12:10

Third tranche bought

[taurusthebear] 21/2/2017 12:05

Not sure that means adding, but if you're underweight, why not!? :0)

[jitters3] 21/2/2017 11:56

Added again on at 6.40p they say run your winners

[bamboo2] 16/2/2017 20:34

Added again today. TP revised to 692.

[taurusthebear] 16/2/2017 15:01

Croas - 655p down to 625p; that was the weakness. :0)

[ksharlandjiev] 16/2/2017 14:55

Paul is back from his holiday and the stock is on the move again! :) o think we should ban him from any holidays :-D

[croasdalelfc] 16/2/2017 09:15

I think they will announce shipping to the US or even a distribution centre in the US.Several times they have indicated 'expansion to more overseas territories' .In the TU they split the revenue into UK and Europe and ROW. Later they mention ' the group sells..... To customers,... In the UK, Europe and more recently into the Rest of the World'..... A big hint!!Also Alexa shows that 4% of website hits are from the US, the second largest after the UK.I will buy into any weakness.

[thevaluehunter] 15/2/2017 13:32

Semrush traffic data looks pretty good.