Gear4music (holdings) Share Discussion Threads

[rathlindri] 16/5/2017 11:16

Oh nice. Looks like it might break 700 today

[thevaluehunter] 15/5/2017 21:11

The traffic chart still looks good on semrush.

[flyposter] 15/5/2017 09:30

If G4M can get into the USA quick, that will be the ticket, I also hold TUNE who reported 5% growth in sales for Europe and the Middle East, but 25% growth in sales from the USA.

[taurusthebear] 15/5/2017 09:14

Darola - "+" :0)

[ccraig69] 15/5/2017 08:05

also own brand being sold by cpc

[darola] 14/5/2017 22:55

Taurus. I think you may be conservative!

"Global outlook of the musical instruments market

Techavios Research analysts predict the global musical instruments market to grow steadily during the next four years and also estimate the market to post an impressive revenue of more than USD 18 billion by 2020"

Considering G4M only have a market cap of £135m the upside potential is ridiculous for what could become the worlds biggest music shop!

[taurusthebear] 14/5/2017 16:28

Amazing to me how many people on here are quibbling about 5-10% trades. Isn't that more suited to FTSE100 companies? I'm looking at 500%+ 😁

[thevaluehunter] 12/5/2017 18:51

In terms of the second half profit weighting in the outlook I think this hardly big news because Christmas is in H2. Also the new overseas warehouses will take time to scale up and deliver the efficiencies in distribution.

[bigbigdave] 12/5/2017 17:05

More like a catapult to 8 quid imo, maybe more.

[dolgyn] 12/5/2017 16:15

Double top ??

[che7win] 12/5/2017 14:09

So we have Edison forecasting a P/E of 60 next year and next years profits are forecast to decline.

Crazy!

[taurusthebear] 12/5/2017 13:57

And then some...

What I liked about the results were not just the figures, which were widely touted, but the signs that G4M are progressively building a robust business. Namely, the Swedish showroom opening, showing that the hub is now well stocked; the German hub up and running, with a showroom to come within months; and of course the acquisition of freehold premises, the new HQ. These things underpin the business, and make for a compelling investment case, even at 665p. Fortunately I've already got a shedload. :0)

[rathlindri] 12/5/2017 13:42

looks like a decent end to the week

[aimingupward2] 12/5/2017 09:42

Or not. Sales are minimal.

[bigbigdave] 12/5/2017 09:23

Seller clearing here perhaps?

[taurusthebear] 11/5/2017 10:20

For every trader on this board I think you can assume there are a lot more people happy to keep their G4M shares in the bottom drawer. I don't plan on top-slicing until at least a tenner. :0)

[aimingupward2] 10/5/2017 21:50

Indeed. The other question, or uncertainty, is whether enough current and potential shareholders have the understanding, foresight and patience to support the share price through the few months before there is a sustained period of strong growth and earnings. The opportunities are wide open for them to succeed and it will be risky, imo, to try to trade out and back in.

[thevaluehunter] 10/5/2017 16:30

The question is what's it going to take for edison to raise their FY18 forecast. They had £4m ebitda back in october 2016 and have pretty much stuck to that. Back then their FY17 estimate of £2.8m has proved to be prudent to say the least and I think they might do the £4m ebitda in the first half of this year.

[shanklin] 10/5/2017 14:21

Here's a link to their report. Best you make up your own mind...

[runthejoules] 10/5/2017 13:11

Blimey Shanklin. Is that because of prospects for a consumer goods recession or other reasons?

[bestace] 10/5/2017 12:43

This comment was interesting though:

"The company is already shipping product to the US and now plans to launch a US website in the next year."

[shanklin] 10/5/2017 12:06

Blimey, looks like Edison paid-for research has decided to pour cold water all over G4M's prospects for the next couple of years. Certainly not what I was expecting when I started reading their coverage.

[iggyb67] 10/5/2017 02:13

Sold today at approx 10% profit in 2 weeks as feel this will dip again in the not too distant future. Be glad to buy in again as did the same prior to the price going to £7 then dropping overnight to £5 so feel there are some controlled pricing here so be gains in the short term.

[runthejoules] 09/5/2017 21:13

Also in SHARES hxxps://www.sharesmagazine.co.uk/news/shares/why-have-shares-in-gear4music-rallied-38-this-year