Gear4music (holdings) Share Discussion Threads

[linton5] 08/11/2019 08:15

Slow methodical rise sometimes these are the best ones, slow positive progress on updates all coming 🐌 good,not one for a in and out investor share this 🤓

[rathlindri] 07/11/2019 12:53

Fingers crossed, the fall in share price at beginning of the year really did hurt

[linton5] 07/11/2019 12:20

Volume happening now biggest one since January things are happening that’s for sure 🐌🙈🤔🤓

[linton5] 07/11/2019 09:55

Some volume in here and this will fly no problem very few stock available

[rathlindri] 06/11/2019 10:06

All seems to be building up nicely for some good news

[saracen3] 06/11/2019 09:48

Holding a Conference Call for analysts next Thursday after the interims on Tuesday

[saracen3] 05/11/2019 15:04

Managed to buy some. All the problems are behind them as now concentrating on margin rather than sales growth.

[onjohn] 05/11/2019 15:04

yes love a golden cross

[linton5] 05/11/2019 14:58

Look at the moving averages OnJohn fantastic golden cross if you believe

[ali47fish] 24/10/2019 07:31

fidelity invests 5pc-no previous holding!

[crystball] 22/10/2019 17:53

I have been watching G4M for a while now, but have not yet bought in. Although today's update is promising, I prefer to wait for Brexit and associated uncertainties to play out first of all.

[largemerlot] 22/10/2019 17:41

For what it is worth I once sat in a round table with the great Harry Nimmo who reckoned G4Ms technology,strategy and market positioning,customer and online execution were second to none in the online space.He was an early buyer but now these growing issues have been resolved they will be back in buying again.This has a lot further to go IMHO.Ship them in.

[saracen3] 22/10/2019 10:27

Brexit could actually see off some of their weaker competition

[poundforager] 22/10/2019 10:24

Err, they have European mainland warehousing.

[saracen3] 22/10/2019 10:06

Have you any to sell as a buyer wants chunks ? Maybe he understands the company better than you.

[nobilis] 22/10/2019 09:57

Will warn after Christmas. Brexit customs issues will take wheels off.

Margins will collapse as goods stuck in lorry park in Dover. Will move into losses.

Complaints will rise online as goods not delivered.

120p just after Christmas

[niggle] 22/10/2019 09:50

So your assessment is it may go up or down?

[rp19] 22/10/2019 09:47

I am not hugely convinced but the market looks forward and not backwards. Achievement of the 12.7p EPS 2021 figure will see the price much higher than today. More disappointment will probably see it a lot lower.

[niggle] 22/10/2019 09:38

Well it’s not bad news. A margin reversal is positive but no I indication of profit so we’re all expecting another thumping loss. Only how big that will be is important. And.... whether they can get back to the higher margin years needed to sustain a model like this. I.e. 50+

“FY20 H1 gross margin of 25.2% and a 29% increase in gross profit.”

[saracen3] 22/10/2019 09:37

Online retailer Asos, the leader in the sector, had similar warehouse problems due to strong growth. They also have sorted the problem and the shares have recovered by 75%. 350p equivalent for G4m.

[parvez] 22/10/2019 09:35

Whilst I like the statement, I am not buying it until I see the EBITDA and net profit figures....