Johnson Matthey Share Chat (JMAT)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Johnson Matthey	LSE:JMAT	London	Ordinary Share	GB00BZ4BQC70	ORD 110 49/53P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	-96.00p	-3.19%	2,914.00p	2,919.00p	2,920.00p	3,043.00p	2,917.00p	3,032.00p	878,761	16:35:23

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Chemicals	14,122.0	320.0	155.2	18.8	5,971.30

Johnson Matthey Share Discussion Threads

Showing 551 to 573 of 575 messages

Chat Pages: 23 22 21 20 19 18 17 16 15 14 13 12 Older

Date	Subject	Author	Discuss
17/10/2018 12:41	Citi In November 2017, JMAT settled with no admission of fault in relation to a claim following being made a defendant in contract dispute lawsuit alongside a supplier to an automotive OEM in the US. We judge this provides limited insight into the current situation given that this focused on light duty trucks, not heavy duty. In short, there are many moving parts, around which little is understood at this point. We see this as a short-term negative for sentiment but should not detract from significant earnings growth ➡️ (12.8% CAGR FY18-21E) ⬅️ we expect from JMAT driven by the emissions abatement step-up for HDD, especially in Emerging Markets with China IV-a taking effect from July 1st, 2019 and Bharat VI after April 1, 2020 as well as in LDV in Europe with Euro 6d in 2020, where early adoption is likely, and the increasing market shares JMAT has announced in both diesel and gasoline.	minerve	Read Full Thread Reply
03/7/2018 18:11	1st buy for this stock for me this evening at 35.5.I see close to 400000 shares bought after 4.30 close today.....is it normal for this stock?	mp79	Read Full Thread Reply
03/7/2018 08:34	Where is everybody?	miss womble	Read Full Thread Reply
06/6/2018 08:09	No details. tis hidden.	officerdigby	Read Full Thread Reply
05/6/2018 21:53	xxx Just the results presentation. I would assume you will not find much about their chemistry because of course it is their intellectual property and they want to protect it.	minerve	Read Full Thread Reply
05/6/2018 20:06	Thanks, but I am interested in the chemistry. Thus apart from saying it will use less cobalt, I can't see further details, or are you thinking of a different presentation ?	xxx	Read Full Thread Reply
04/6/2018 22:22	xxx If you watch the results presentation it would be a good start as they have a few slides there.	minerve	Read Full Thread Reply
04/6/2018 14:45	Does anyone know where I could get further info on their battery business ? TIA	xxx	Read Full Thread Reply
02/6/2018 11:50	Minerva With regards to btg, yes still watching and waiting. I am expecting the next 12 to 18 months to be absolute carnage. Hope to re-enter at £4, the IM business (excluding Varithena) is a gem.	cockneytrader	Read Full Thread Reply
01/6/2018 15:56	They have missed a trick! Their cathode material, eLNO, not commercially available until 2021/22, and only 10,000 tonnes per annum. Compared to their peer, Umicore, who will be producing 100,000 tonnes by 2019 and 175,000 tonnes by 2021 (mainly NMC811). The catalyst business of both companies will begin to reduce significantly post 2021.	cockneytrader	Read Full Thread Reply
01/6/2018 08:59	Satisfactory"... In the coming year we expect mid to high single digit growth in operating performance. The changes we are making as we continue to develop our business give me confidence in our strategy to deliver, over the medium term, mid to high single digit EPS CAGR, expanding ROIC to 20% and, as a result, a progressive dividend."	loftus16	Read Full Thread Reply
01/6/2018 06:45	Good results yesterday	gateside	Read Full Thread Reply
31/5/2018 12:05	Good in-line update today. Morgan Stanley: Johnson Matthey's H2'18 results were in line with consensus throughout; reporting sales (ex. metals) of £1,993m, and EBIT £275m, versus cons. of £1,993m and £273m respectively. Johnson Matthey's FY'18 dividend of 80p was 2.5% ahead of consensus (78p). Divisionally Clean Air was ~5% ahead at EBIT given strength in HDD markets, as well as LDV, offsetting the weakness in Health, which was impacted by inventory destocking, and optimising production footprint. YE net debt of £679m was down £212m from 1H ’18 level of £891m, and comfortably below cons. of £797m. This was driven by lower capex of £217m (vs FY ‘18 guidance of £285m) due to capex discipline and project phasing. Net debt incl. pensions was £725m, or 1.1x EBITDA, below JM’s target range of 1.5-2x. Working capital outflows were £158m, impacted by a precious metal outflow of £82m from higher prices and volumes. Guidance calls for mid to high single digit EBIT growth at constant currency, implying at the midpoint FY'18/19 EBIT of £564m; which when adjusted for £6m FX headwind is a touch ahead of consensus (£556m). Bottom line: fears over weak cash flow and escalating capex have not materialised, margins are improving in Clean Air, and new guidance underpins consensus and may yet prove conservative. In cathode materials, the company remains confident around its emerging eLNO technology, and sees its proposed 10k mtpa project as "just the beginning". ➡️ For the returns and growth on offer, JM remains one of the most attractive stocks in EU chemicals, we think. Overweight. ⬅️	minerve	Read Full Thread Reply
31/1/2018 23:16	Nice to see it evolving. I originally invested because of the promise catalytic converters held quite some years ago.	loftus16	Read Full Thread Reply
31/1/2018 18:15	It will be interesting to read further into the divestment announced today and what implications it has for the company going forward. Share acted positively to the announcement. I like the diversification this share offers to my portfolio.	minerve	Read Full Thread Reply
31/1/2018 18:03	Certainly been on the up over the last month and on today's new.	luderitz	Read Full Thread Reply
30/12/2017 20:45	Tipped in Times today as New year tip	9degrees	Read Full Thread Reply
22/9/2017 10:12	Who knows? LOL I am only relaying what I read in the FT.	minerve	Read Full Thread Reply
22/9/2017 10:08	No price-sensitive information was disclosed then!	edmondj	Read Full Thread Reply
22/9/2017 09:45	Apparently, at the capital markets day, JM are pledging to invest £200M in EV battery technology. They have developed a cobalt-free battery which has produced good results with car manufacturers/suppliers. Apparently cobalt is a very small market susceptible to large price swings so its omission is attractive to OEMs. This may start to put us on a share price track like their competitor Umicore whose shares have apparently risen by more than 25% this year.	minerve	Read Full Thread Reply
22/9/2017 09:35	Nice further bagger over past 24 hours!	loftus16	Read Full Thread Reply
22/9/2017 09:29	Good rise recently. The strategy is working.	city chappy	Read Full Thread Reply
22/9/2017 09:22	Must have been a good capital markets day yesterday.	minerve	Read Full Thread Reply

Chat Pages: 23 22 21 20 19 18 17 16 15 14 13 12 Older

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