Johnson Matthey Share Discussion Threads

[miata] 06/6/2012 12:19

06 Jun Johnson Matthey PLC JMAT Numis Add 2,173.00 2,660.00 2,660.00 Reiterates

06 Jun Johnson Matthey PLC JMAT HB Markets Buy 2,173.00 - - Reiterates

[miata] 04/5/2012 12:15

04 May Johnson Matthey PLC JMAT Citigroup Buy 2,325.00 3,000.00 3,000.00 Reiterates

7th June Announcement of results for year ending 31st March 2012

13th June Ex dividend date

[miata] 17/4/2012 17:07

£24. (A sell ?)

[miata] 16/4/2012 08:34

16 Apr Johnson Matthey PLC JMAT HSBC Overweight 2,303.00 2,500.00 2,725.00 Retains



Credit Suisse argue that commodity prices troughed in the fourth quarter of last year and it looks for a further 5pc to 20pc upside in the second half.
Despite fears over Chinese growth and Europe we expect global demand to strengthen through 2012 led by the US and China, where the consensus view is overly bearish on growth," the broker said.

[broadwood] 13/4/2012 09:46

BlackRock buying.

[miata] 11/4/2012 11:51

11 Apr Johnson Matthey PLC JMAT JP Morgan Cazenove Overweight 2,279.00 2,200.00 2,750.00 Reiterates

More to come.

[miata] 03/4/2012 13:45

New high.

Forecast
Year End Revenue£m Pre-tax£m EPS P/E PEG EPS Grth. Div
31-Mar-12 10,955.54 402.06 143.09p 16.8 0.8 +20% 53.65p

[miata] 03/4/2012 09:09

More to come, I'd rather back platinum than the US dollar.

[sanks] 30/3/2012 11:45

Worth a short purely on a bubbled perspective...target £15

[miata] 12/3/2012 17:25

Monday close 2375p, up 24p.

[miata] 12/3/2012 12:16

Nice bounce to new high and more to come.

[oh poodeenyo] 07/3/2012 11:10

Time to short when you have some broker come out with outperform at the top of a cycle!
Obviously the chief knows best.
Can't see any reason why we can't poodaa down to £12-£14
oh poodeenyo

Johnson Matthey CEO ditches nearly 29,000 shares

[miata] 15/2/2012 12:44

Platinum price rising relative to gold due to power supply problems at South African mines.

Market observers have warned of future supply problems, as automobile demand in emerging countries such as China, India, Brazil and South Korea continues to grow.

The illegal strike at the South African Rustenberg mine, operated by Impala Platinum (Implats) – the world's second largest platinum producer – has also encouraged investors and industrial end users to buy platinum, owing to concerns about future supply.

[broadwood] 02/2/2012 08:54

Still going very nicely this morning on carry over from yesterdays results.

Just passed its all time high.

[miata] 01/2/2012 16:19

Johnson Matthey reported a 29 per cent increase in revenue to £5.9 billion in the half year to September 30th last year compared with the same period in 2010.
Like-for-like profit before tax jumped 35 per cent and sales except precious metals were up 17 per cent to nearly £2 billion and £1.3 billion respectively.

More to come.

[broadwood] 01/2/2012 15:33

More to come I think.

[broadwood] 01/2/2012 08:36

Broker upgrades to follow.

[broadwood] 01/2/2012 08:03

This'll do nicely.



Although we expect that the economic environment in the UK and Europe, which accounts for around 35% of the group's sales, will remain challenging, demand for the group's products and services is currently holding up well. Elsewhere demand is robust, particularly in North America. The group's good performance is therefore expected to continue for the rest of the financial year. In line with the guidance in our half yearly report, we anticipate that the group's results in the second half will be slightly ahead of those for the first six months of the year.

[broadwood] 31/1/2012 16:49

Results tomorrow.

[miata] 24/11/2011 09:32

24 Nov Johnson Matthey PLC JMAT JP Morgan Cazenove Overweight 1,761.50 2,100.00 2,200.00 Reiterates

[miata] 24/10/2011 10:41

24 Oct Johnson Matthey PLC JMAT Goldman Sachs Buy 1,801.00 2,600.00 2,575.00 Retains

[miata] 28/9/2011 07:54

JP upgrades but reduces target from 2,330 to 2,100.

28 Sep Johnson Matthey PLC JMAT JP Morgan Cazenove Overweight 1,650.00 2,330.00 2,100.00 Upgrades

[broadwood] 28/9/2011 07:27

Broker Company Date Rating Previous
Recomm. New
Recomm. Recomm.
Change Prev.
Target New
Target Target
Change Our Score Currency Estimates
JP Morgan Cazenove Johnson Matthey PLC 28/09/11 07:25 Upgrades Neutral Overweight 2 2,330.00

[string333] 17/8/2011 17:51

thought id dip my toe in here with 1.2m!