Gear4music (holdings) Share Discussion Threads

[niggle] 12/11/2020 09:01

Any predictions post pandemic? I mean will it fall off a Cliff next Spring? Slim profits on lower sales etc?

[aimingupward2] 10/11/2020 08:17

Not to me it doesn’t. I don’t think cinemas will be attracting big audiences back for quite some while. G4M, on the other hand, could hardly be better placed with a 4 week lockdown just ahead of the Christmas period.

[nobilis] 10/11/2020 07:55

Looks like it may be time to switch to CINE

[largemerlot] 09/11/2020 17:39

Unique opportunity this - a clear topping up opportunity

[rathlindri] 09/11/2020 15:05

Hold on tight, these will bounce back

[cooltools] 09/11/2020 15:05

Hardly a covid stock, surprising fall.

[davro] 09/11/2020 14:07

Think the fast money may have reached the wrong conclusion on this by selling off on the vaccine news. Lockdowns still in place and vaccine won’t be widely available for a while yet. Progress being made by the company isn’t just because of COVID as results will show in a few weeks... tempted to pick up some more if this continues.

[aimingupward2] 09/11/2020 14:06

Mms having a big shake out, scaring some into selling. I guess they need stock ahead of the expectedly good interims due on Nov' 17th.

[saracen3] 05/11/2020 07:14

£50k purchase just on the bell yesterday.

[rathlindri] 04/11/2020 10:49

Here we go......

[saracen3] 04/11/2020 09:28

Results due 17th Nov should lead to upgrades especially for 2021/22. 36p earnings may be conservative.

[thomasearnshaw] 01/11/2020 19:07

Difference with this lockdown is itv can still make productions

That’s why itv is flying

[largemerlot] 01/11/2020 18:08

You only get these companies coming around every so often.
Next few years are going to be a heady combination of forward earnings momentum and multiple expansion.
Easily a £500m mkt cap on a 2/3 year view.
Management just need to execute well - and the signs are very good.

[rathlindri] 01/11/2020 17:56

Patience should be rewarded here

[hastings] 01/11/2020 17:26

Very welcome.

[aimingupward2] 01/11/2020 17:25

An interesting and encouraging read, ending with “there are a number of positive factors that suggest the shares may have a lot further to go in due course.”

Thanks ‘hastings̵7;.

[hastings] 01/11/2020 17:09

Thoughts possibly of interest.Https://martinflitton1.wixsite.com/privatepunter/post/striking-the-right-chord-with-g4m-01-11-20

[saracen3] 23/10/2020 14:05

Progressive note is company sponsored and very conservative. Likely to upgrade 2021 earnings by 30% after interim next month. Buy and hold.

[hastings] 23/10/2020 13:22

Singer had 24.3p pencilled in on the September note, but things have improved since then, hence Progressive now forecasting 30.3p.

[largemerlot] 23/10/2020 12:52

Ali47fish definitely.
I wouldn’t focus on near term earnings to be honest.Take a view on earnings 2/3 years out and apply a multiple to that.G4M is a structural high growth story and deserves a high multiple on that basis.You are taking a view on them executing well but I would back them given the positive actions taken to reboot the business a year ago.This is not an expensive stock given where it should get to.All good.

[ali47fish] 23/10/2020 12:39

john and davro on that basis and other commentators-its probably ok to add on the dips?

[davro] 23/10/2020 12:12

I would expect EPS of at least 30p for the year potentially more if this sales momentum continues... PE ratio looks very reasonable for the level of growth they are experiencing.

[johndoe23] 23/10/2020 10:34

Assuming forecast EPS of 21p, would be a pe of 32.6. Let's say that's beaten and EPS of 25p would imply a pe of 27.4

[ali47fish] 23/10/2020 10:33

john -what is the multiple

[energeticbacker] 23/10/2020 10:32

With more lockdowns looming for much of the country and in other parts of Europe, Gear4music could continue to benefit, and forecasts look overly prudent to Investor's Champion.