Gear4music (holdings) Share Discussion Threads

[rp19] 28/7/2018 19:35

Yes, I am definitely a fan of under promising and over delivering. Suppose I just thought it would have been a timely interval to confirm (or otherwise) that although still in their relative infancy, plans for growth outside of Europe are progressing.

[cheshire pete] 28/7/2018 17:13

Agree RP but then again perhaps it's a case of better to under promise and over deliver than the other way round.

[sf5] 28/7/2018 16:53

I do agree, Toffeeman.
I really don't see the relevance of comparing EV/Sales with far larger (and far better established with significant moat etc) general retailers and fast fashion outlets. Surely the logical comparator is the larger German musical instrument player, which they've ignored?

[rp19] 28/7/2018 10:50

Happy to hold but thought that the AGM Statement was a little underwhelming and am slightly surprised by the positive share price reaction. Would have like to have seen some reference to progress or otherwise with regards to their expansion into the US.

[toffeeman] 27/7/2018 19:31

I thought that the ED comment was pretty worthless.

[toffeeman] 27/7/2018 19:31

I thought that the ED comment was pretty worthless.

[aimingupward2] 27/7/2018 11:46

Quite an encouraging review by Equity Development, I thought. Share price seems to be responding.

[edmonda] 27/7/2018 08:12

AGM trading update reaffirms guidance for the FY and CEO continues to see 'strong revenue growth' despite a competitive market.

Updated ED research note just published and freely available here:

[toffeeman] 27/7/2018 07:19

Nowt in update, except only meeting not exceeding expectations.

[corbeta] 25/7/2018 08:05

Yes, USA was 4.8% a year ago.

[gnome3] 25/7/2018 07:14

I seem to remember the US traffic was around 5% about a year ago. The overall volume of US traffic certainly seems to have ramped up since the early part of this year. Mind you, the pound has fallen against the US dollar over that period. It'll be interesting to hear what the company have to say on progress.

[rp19] 24/7/2018 21:28

Interesting that Gear4music.com is ranked higher in the U.K. than Boohoo. Traffic has tailed off a bit since February though. USA traffic is at 6.6%. Anyway you can tell what this figure was a year ago?

Not tried all of their websites but trends do not appear to be consistent across countries. The Germany, Netherlands, Italy and France websites have had a similar drop off to the UK since Feb. Whereas traffic appears to be increasing in countries such as Czech Republic, Denmark and Sweden.

[corbeta] 24/7/2018 18:00

At least people are looking at the gear ....



- ranked 286 for the UK against 509 one year ago.

[rathlindri] 24/7/2018 13:07

Someone getting the jitters about friday...

[rp19] 17/7/2018 09:25

AGM is 27 July and was accompanied by a Trading Update last year.

[toffeeman] 05/7/2018 17:04

Please so do

[lostair] 05/7/2018 15:21

I will post when I hear the reply from a Government official.

[toffeeman] 05/7/2018 14:40

Elaborate please.

[lostair] 05/7/2018 14:11

Fine in process...

[lostair] 05/7/2018 13:25

Gear4Music in trouble.

[harris tweed] 03/7/2018 15:09

It looks like Quilter sold 20.9 million shares to Old Mutual .

EDIT: This is part of the de-merger of Old Mutual - separating from Quilter. So effectively, the shares have just been moved from one part of Old Mutual to another.

[toffeeman] 03/7/2018 14:25

Two more intis out? - who bought?

[toffeeman] 25/6/2018 14:00

So Seneca sold to Black Rock

[aimingupward2] 25/6/2018 10:53

Good to see a substantial 10,000 share buy go through this morning at 734p.

[rp19] 24/6/2018 09:45

Will be interesting to hear an update on G4M's progress into the US market, particularly given the recent Supreme Court ruling that removes the restriction on states collecting sales taxes from ecommerce companies. Previously, a company could not be charged state sales tax in a state that it did not have a physical presence.