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Share Name Share Symbol Market Type Share ISIN Share Description
Johnson Matthey Plc 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
  3.00 0.09% 3,268.00 3,267.00 3,269.00 3,301.00 3,246.00 3,284.00 50,804 11:28:34
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Chemicals 14,577.0 305.0 132.3 24.7 6,697

Johnson Matthey Share Discussion Threads

Showing 601 to 625 of 775 messages
Chat Pages: 31  30  29  28  27  26  25  24  23  22  21  20  Older
DateSubjectAuthorDiscuss
26/3/2020
11:02
fuji99 do you have any knowledge of the catalytic converter market? does the current downturn mean it has fallen off a cliff? why do you believe other areas like agriculture, medical and electronics equipment would be holding up in the current economic situation?
esg investor
26/3/2020
10:24
I see that was from the interim results over four months ago. Certainly a lot has changed since then. I think there are many questions that need to be answered, like the state of the catalyst converter market, supply chains, an update on the new manufacturing facilities, the groups financial position and outlook.
esg investor
26/3/2020
09:36
This is the last comments of their CEO: (We expect to deliver a stronger second half) " Robert MacLeod, Chief Executive, commented: We continue to execute well against our strategy and delivered first half operating performance in line with expectations. I was pleased with the continued good sales growth, demonstrating our broad based growth drivers, although operating profit was slightly down as a result of one-off costs associated with manufacturing inefficiencies in Clean Air in the first half. We expect to deliver a stronger second half, primarily driven by the absence of the one-off costs and seasonality in Efficient Natural Resources. For the full year, we expect to deliver group operating performance in line with market expectations. Given our clear strategy, the strong foundations we have put in place and the ongoing investment into the business for the longer term, we remain confident about the future growth prospects across all of our sectors, which will together drive mid to high single digit growth in earnings per share over the medium term. Our focus remains on executing our strategy, delivering on the ambitions that we laid out at our recent Capital Markets Day and continuing to drive towards our vision to create a cleaner, healthier world."
fuji99
26/3/2020
08:45
Of course I wish you were right. But the interim results were terrible and debt has been soaring. if they succeed in turning that trend around in this current economic environment, it would be something of a miracle.
esg investor
25/3/2020
23:10
Catalyst converters for example is just one segment of the business. Please check their website to see how diversified they are. From agriculture to medical and electronics equipment parts etc. A very diversified group, thus why it is very defensive and interesting for the long term. A good yield as well.
fuji99
25/3/2020
16:34
You think so? Correct me if i am wrong but isnt the company's main market the automotive sector and hasnt that market completely closed up?
esg investor
25/3/2020
09:51
Very attractive share price to enter. This is an excellent defensive and diversified chemical to hold for the long term. £30 is easily achievable + the dividend steady income.
fuji99
05/3/2020
11:17
BERENBERG CUTS JOHNSON MATTHEY PRICE TARGET TO 3300 (3600) PENCE - 'BUY'
philanderer
25/2/2020
13:50
Nice buy from the Chairman :-)
philanderer
18/2/2020
13:26
World-first low carbon hydrogen projects in the UK win £13m Government backing HTTPS://matthey.com/en/news/2020/world-first-low-carbon-hydrogen-projects-in-the-north-west-win-13m-government-backing
philanderer
13/2/2020
15:49
https://www.kitco.com/news/2020-02-12/Palladium-deficit-expected-to-widen-in-2020-Johnson-Matthey.html The palladium market deficit widened to over 1 million ounces in 2019, as combined primary and secondary supplies grew only modestly, while auto-catalyst demand surged higher on the back of new [emissions] legislation in China and more stringent testing regimes in Europe,” Johnson Matthey said. The palladium deficit is likely to deepen in 2020, as an increasing number of Chinese and European vehicles meet China 6 and Euro 6d legislation, respectively,” Johnson Matthey said. “This is expected to drive up global average loadings on gasoline catalysts and could lift world automotive demand above 10 million ounces ..both Europe and China expected to see further increases in average palladium loadings on gasoline cars this year,” said Johnson Matthey Meanwhile, auto-catalyst demand fell 2% to 2.91 million ounces last year due to lower output of diesel cars and a delay in stricter heavy-vehicle emissions rules in China, Johnson Matthey said The company said it expects increased loadings of PGMs in heavy-duty trucks in China and India due to stricter emissions rules
lurgy
05/2/2020
19:04
More interesting that JM has been appointed supplier and distributor of hydrogen to the UK's first hydrogen highway (The M4).
plat hunter
05/2/2020
14:15
this is actually what the article says: Mr Hyett said one British company that should do well is Johnson Matthey. The group makes most of its money from catalytic converters, which would be made redundant by electric vehicles, but it has invested heavily in the development and manufacture of battery material for use in electric cars.
lurgy
05/2/2020
12:49
Electric Cars don't have or use Cat Converters though
plat hunter
04/2/2020
18:24
'The stock market winners and losers of the electric car revolution' Which stocks will be hit by the Government's commitment to ban the sale of all but electric cars by 2035? ...Mr Hyett said one British company that should do well is Johnson Matthey. The group makes most of its money from catalytic converters https://www.telegraph.co.uk/investing/shares/stock-market-winners-losers-electric-car-revolution/
philanderer
31/1/2020
10:04
Gloomy forecasts on Chinese auto output.
philanderer
30/1/2020
12:26
UK car industry slumps for third straight year as production hits lowest level since 2010 HTTPS://www.independent.co.uk/news/business/news/uk-car-industry-production-falls-smmt-figures-a9309426.html
philanderer
27/1/2020
13:49
Bang.... downgraded by BOA Merrill from 'buy' to 'underperform'
philanderer
23/1/2020
00:14
Bang on support with a 3% yield on an unchanged dividend.
philanderer
14/1/2020
09:51
And so it's back to chugging along sideways again. Look back in a couple of weeks ;-)
philanderer
13/1/2020
16:17
Three goes at 2990p today :-)
philanderer
13/1/2020
10:24
LONDON (BLOOMBERG) - It is five times more costly than gold and shocked investors by reaching US$8,200 per ounce last week. Rhodium - mainly used in autocatalysts for cars and five times more costly than gold - surged 32 per cent already this month and 225 per cent year on year, touching the highest since 2008. Stricter emissions rules have fuelled a multi-year rally and there's speculation that investors are also jumping in, betting that prices will climb towards a record. HTTPS://www.straitstimes.com/business/companies-markets/price-of-worlds-most-precious-metal-and-its-not-gold-jumps-32-in-january
philanderer
13/1/2020
09:53
+++ BERNSTEIN RAISES JOHNSON MATTHEY TARGET TO 4100 (4000) PENCE - 'OUTPERFORM' +++
philanderer
28/11/2019
18:12
JP Morgan Caz note: JP Morgan Cazenove has downgraded Johnson Matthey, citing structural growth headwinds ahead for the blue-chip chemicals and technologies group. Cutting the stock's rating to ‘underweight’ from ‘neutral’, analyst Chetan Udeshi said: "Johnson Matthey has underperformed the sector in each of the past one-year, three-year and five-year timeframes. "This reflects ongoing structural mid to long-term growth concerns in the key auto catalyst business as well as some disappointments with the recent numbers, especially much weaker free cashflow, rising debt and falling return on invested capital," said JPM, which also cut its price target on the firm from 3,400p to 2,850p. "We believe the structural growth headwinds will likely become more visible from next year." Johnson Matthey’s auto catalyst business is responsible for around 65% of group earnings, but growing demand for electric cars - which do not use catalytic converters - is undermining the market. Udeshi also pointed to the "mounting" cyclical downturn in the truck markets in both the US and EU. HTTPS://www.sharecast.com/news/broker-recommendations-/broker-tips-hochschild-mining-johnson-matthey-igas-energy-pets-at-home--7139511.html
philanderer
28/11/2019
10:28
Acquisition puts Johnson Matthey in fast lane of EV development HTTPS://www.businessweekly.co.uk/news/manufacturing/acquisition-puts-johnson-matthey-fast-lane-ev-development
philanderer
Chat Pages: 31  30  29  28  27  26  25  24  23  22  21  20  Older
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