Board Change • May 21
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 2 highly experienced directors. 1 independent director (5 non-independent directors). Chairman of the Board & CEO Francesco Gentili was the last director to join the board, commencing their role in 1988. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. 공시 • Apr 15
Gentili Mosconi S.p.A., Annual General Meeting, Apr 29, 2026 Gentili Mosconi S.p.A., Annual General Meeting, Apr 29, 2026, at 10:00 W. Europe Standard Time. 공시 • Apr 09
Gentili Mosconi S.p.A., Annual General Meeting, Apr 23, 2025 Gentili Mosconi S.p.A., Annual General Meeting, Apr 23, 2025, at 10:00 W. Europe Standard Time. Reported Earnings • Oct 02
First half 2024 earnings released: EPS: €8.01 (vs €16.17 in 1H 2023) First half 2024 results: EPS: €8.01 (down from €16.17 in 1H 2023). Revenue: €22.7m (down 17% from 1H 2023). Net income: €1.52m (down 51% from 1H 2023). Profit margin: 6.7% (down from 11% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Luxury industry in Europe. Buy Or Sell Opportunity • Sep 27
Now 21% overvalued Over the last 90 days, the stock has fallen 15% to €2.26. The fair value is estimated to be €1.87, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last year. Earnings per share has declined by 99%. Revenue is forecast to decline by 0.4% in 2 years. Earnings are forecast to grow by 14% in the next 2 years. New Risk • Aug 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (€49.8m market cap, or US$55.1m). Valuation Update With 7 Day Price Move • Aug 28
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €2.74, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Luxury industry in Europe. Total loss to shareholders of 12% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €2.57 per share. Buy Or Sell Opportunity • Jul 30
Now 21% overvalued Over the last 90 days, the stock has fallen 24% to €2.42. The fair value is estimated to be €2.00, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 3.0% per annum. Earnings are also forecast to grow by 5.6% per annum over the same time period. 공시 • Jul 26
Gentili Mosconi S.p.A. (BIT:GM) acquired 36.36% stake in Creazioni Digitali Srl from Eroan for €0.85 million. Gentili Mosconi S.p.A. (BIT:GM) acquired 36.36% stake in Creazioni Digitali Srl from Eroan for €0.85 million on July 25, 2024. The moves, explains the group active in the 'creation, production, printing and customization of natural fabrics at the service of main international players in the luxury world, are part of the process of growth and integration that has been launched by the company with the listing, aimed at creating a central hub of synergies by internalizing skills and phases crucial aspects of the production process'. In detail, Gentili Mosconi now holds 36.364% of Creazioni Digitali. Overall, the operation is therefore worth about €1.1 million, by signing a capital increase on 10% for €0.283 million and it was entirely financed with its own resources.
Gentili Mosconi S.p.A. (BIT:GM) completed the acquisition of 36.36% stake in Creazioni Digitali Srl from Eroan for €0.85 million on July 25, 2024. Recent Insider Transactions • Jun 13
Chairman of the Board & CEO recently bought €133k worth of stock On the 7th of June, Francesco Gentili bought around 46k shares on-market at roughly €2.87 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Francesco has been a buyer over the last 12 months, purchasing a net total of €226k worth in shares. Buy Or Sell Opportunity • May 30
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 8.4% to €2.95. The fair value is estimated to be €3.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 6.7% per annum. Earnings are also forecast to grow by 6.6% per annum over the same time period. Board Change • Apr 23
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. 1 independent director (4 non-independent directors). Chairman of the Board & CEO Francesco Gentili was the last director to join the board, commencing their role in 1988. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Mar 24
Full year 2023 earnings released Full year 2023 results: Revenue: €51.5m (down 3.7% from FY 2022). Net income: €5.21m (down 23% from FY 2022). Profit margin: 10% (down from 13% in FY 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Luxury industry in Europe. Valuation Update With 7 Day Price Move • Mar 22
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to €3.83, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Luxury industry in Europe. Total returns to shareholders of 9.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.62 per share. 공시 • Mar 19
Gentili Mosconi S.p.A. (BIT:GM) acquired 70% stake in Tintoria Comacina S.R.L. €0.26 million. Gentili Mosconi S.p.A. (BIT:GM) acquired 70% stake in Tintoria Comacina S.R.L. €0.26 million on March 18, 2024.Gentili Mosconi S.p.A. (BIT:GM) completed the acquisition of 70% stake in Tintoria Comacina S.R.L. on March 18, 2024. Recent Insider Transactions • Jul 26
Chairman of the Board & CEO recently bought €61k worth of stock On the 20th of July, Francesco Gentili bought around 18k shares on-market at roughly €3.46 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Francesco's only on-market trade for the last 12 months. Board Change • Feb 22
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Chairman of the Board & CEO Francesco Gentili was the last director to join the board, commencing their role in 1988. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. 