Gear4music (holdings) Share Discussion Threads

[dgbell7] 07/3/2017 10:08

In for the long term, but always nice to see the chart start to go the right way. I see considerable room for upside as we run up towards the results on 9th May.

[bamboo2] 07/3/2017 09:58

Yesterday the seller didn't get going untill about 11.15am. I'm sitting on my hands until then!

[1birddog] 07/3/2017 09:40

This is the other chart getting my juices flowing

[blueball] 07/3/2017 09:37

Bargain time ladies and gentlemen.

wont get this price again.

[suetballs] 07/3/2017 09:18

I'm in for a modest amount at £6.20.
Suet

[saucepan] 06/3/2017 13:40

Back in here this morning at circa 615p. The 50 day moving average and the 600p price level(near to each other) presently look like they are providing support.

[paulypilot] 06/3/2017 13:27

I don't think it pays to over-analyse the figures. Growth rates fluctuate, and that's going to be very much the case when they're going through all the upheaval of setting up 2 European hubs at the same time - stocking them up from scratch, training staff, language difficulties, etc.

The bigger picture is that there's still good growth in the UK, bit obviously that's slowing - but show me any physical retailers achieving anything like this level of growth?

European growth is rapidly expanding, and it will be a much bigger business in 5 years' time.

This type of company grows into the valuation, as we've seen with Asos, BooHoo, etc.

Also bear in mind that the broker forecasts are now established as too conservative (there were 2 big upgrades in the last 6 months, and the company still came in marginally ahead of those upgraded numbers).

Overall though, we've had a huge move up, so it's understandable that some people want to bank the gains & move on. People are very short-termist. We heard the same thing at 400p.

There are very few rapid growth eCommerce companies on the market, and they're all expensive. If you want growth, you have to pay up for it.

Regards, Paul.

[runthejoules] 06/3/2017 12:14

Top up at 609.9p.

[samdb] 06/3/2017 12:05

Bought here for a bounce

[blueball] 06/3/2017 12:04

Thanks joules.

[runthejoules] 06/3/2017 11:57

Looks like PIs panicking out blueball, small numbers, like we should have done first thing Friday... could be snapping up bargains now!

[blueball] 06/3/2017 11:41

Whats happening..?

[taurusthebear] 06/3/2017 11:29

T-i-m-b-e-r! Coud get a top-up starting with a 5 at this rate.. :0)

[discodave4] 03/3/2017 19:12

ps forget to mention that the European market is estimated at about £3.6bn.

[discodave4] 03/3/2017 18:45

TTBAgree, don't know what all the fuss is about tbh, this is a high quality growth stock IMO and today's numbers were excellent all said and done. The future growth is unlikely to be from the U.K., it's got phenomenal growth potential though in Europe and elsewhere.Thomann had 12.8% European market share in late 2015, MRH/4Sound/Luthman were next at 1.8% whereas G4M had only 0.8%, don't know what this is now but it shows what growth potential there is.DD

[taurusthebear] 03/3/2017 17:40

SP "getting punished". Lol!

A high PE is less relevant with a smaller company because it takes less to increase proportional profitability. More relevant is the PEG or trend of growth coupled with price to sales.

When I would be more wary is when a company over a billion quid market cap. is on a high PE. But even then, growth outlook is key, so BOO and ASC continue to thrive, but there is more expectation in the price..

And then there's Snapchat. Lol! :0)

[paulypilot] 03/3/2017 17:36

i'm drinking champagne instead of Prosecco today thx to Andrew Wass & his team at G4M. Massive thanks. I think there's more to come, from European organic growth. This is a wonderful company, owner/managed, just what I like. DYOR as usual - this is my opinion, sometimes/often wrong!

[ksharlandjiev] 03/3/2017 16:39

a nice top up at @645 for me.

[dgbell7] 03/3/2017 12:47

Paul Scott tweeted , "nice update from G4M-happy with that."
The see-saw today doesn't worry me- I am looking ahead 3 to 6 months and reckon there's every chance we will be substantially higher by then.

[shauney2] 03/3/2017 11:51

Thats a good point nurdin re illiquid stocks.

Sold a third of my holding yesterday just to be prudent.I can always buy them back.

I think a lot of punters don't realise what NMS means.A few years ago i was holding more than a few ZYT when they warned and they were nowhere near as highly rated as G4M.No chance of getting rid.Fortunatly they came good.

[djbilywiz] 03/3/2017 11:48

Confirmation bias is rife on this thread today! Make your choice buy, hold or sell. No need to justify your actions. I've decided to hold for the time being, I reserve the right to change my mind though!

[taurusthebear] 03/3/2017 11:11

Always like this on a news release. Sell the fact etc. Can't see this being under 7 quid come Easter.

Not sure why some people are getting nervous. Still only 135m market cap. and growth most companies would die for.

As for lower H2 growth, that was in a period mostly with no Swedish or German hubs. Foreign growth should take up the UK slack. :0)

[nurdin] 03/3/2017 10:46

The problem is the stock is highly illiquid...NMS is only 750 shares. Try getting out if any of the results disappoint ! Some punters are probably being cautious and taking some stock off the table whilst there is demand.

[geheimnis2] 03/3/2017 10:38

10 quid by the end of the year - or possibly 15 quid

[cheshire pete] 03/3/2017 10:34

Panmure Gordon maintain BUY rating. Source LSE BB.
Looking at the trades this morning, it looks like traders are taking profits and nervous holders are getting out. Once the tree shake is out of the way the share price can move on again. The Board and Institutions hold over 60% of the shares and no sign of any large trades that would suggest that they could be selling. I'm in for the long haul, meanwhile I'll ignore the short termers trying to talk the company down.