Gear4music (holdings) Share Discussion Threads

[nw99] 23/1/2020 08:03

In at 249.30

[edmonda] 23/1/2020 07:44

Today’s Gear4music trading statement reports a buoyant end to the 2019 calendar year with sales advancing by 7%. Moreover, higher gross margins confirmed the benefit of a raised focus on profitable growth while fully invested logistics and warehousing augurs well going forward. Given a reassuringly positive message on full year FY2020 figures, valuation looks supportive. To us, a rise from the current 0.5x to 0.8x in Gear4music’s EV/sales valuation makes sense, implying a 450p share price.

[saracen3] 23/1/2020 07:33

Very pleasing. Chart looks good for a decent rise.

[nw99] 23/1/2020 07:19

Yes in line

[davro] 23/1/2020 07:09

A nice trading update to my eyes: margins up, logistics performing well, still seeing some revenue growth. Full year results “to be at least in line” should see a decent bounce...

[saracen3] 22/1/2020 14:36

Looks like a few traders have sold ahead of tomorrow`s trading update. The market makers were happy to pay above the bid for the stock. Margins more important than sales growth.

[taurusthebear] 16/1/2020 12:51

Agree saracen3. Plenty of upside potential here, but a fair bit of downside too on disappointing Xmas trading. Hence, errr, the risk. :0)

[saracen3] 15/1/2020 11:28

Trading update on23rd Jan should be positive and last years warehouse problems forgotten.

Concentration on margins not volume should help profitability.

Post Xmas sale closed on time and was not extended.

[saracen3] 19/12/2019 14:35

Looking good for a run to 350p.

[cooltools] 17/12/2019 12:25

And plenty taking the opportunity to get out!

I made a large profit by buying in early, but agree, sold when it was way over-priced and unlikely to reach that level again for a long time. Staying out but monitoring.

[cryptotrade] 17/12/2019 12:01

Trending up.

[saracen3] 17/12/2019 09:59

You have been wrong before and you will be again.

[buffettjnr] 17/12/2019 09:36

It’s completely overvalued for having low growth. There is no recovery in this one

[saracen3] 17/12/2019 09:03

A break above 250p would be significant with analysts having a 350p target. Last years problems at distribution centre will not be repeated and they are not chasing volume but concentrating on margins

[cooltools] 06/12/2019 21:51

G4M gets a mention, 2 min in, as an example of profit warnings:

[glavey] 26/11/2019 23:55

That's a silly thing to do. Better to buy the future.

[rathlindri] 26/11/2019 15:55

Someone's buying today

[onjohn] 24/11/2019 11:12

sometiumes stuff goes down and down and down and then it goes to zero

[onjohn] 15/11/2019 10:06

with investing you have to recognise when youre wrong or u get fried mate

[buffettjnr] 14/11/2019 11:16

after a 10/1 share consolidation

[k1ngkonggb] 14/11/2019 10:59

I heard that 350p is coming.......

[onjohn] 14/11/2019 10:51

interessant

[buffettjnr] 12/11/2019 14:26

might get there today...just going through the numbers...its one of those subscale businesses. Cannot believe how it catches smart investors.

[onjohn] 12/11/2019 14:14

going to 190. glad i sold at 250 last week on a spike