Johnson Matthey Share Discussion Threads

[philanderer] 15/2/2021 11:55

Threadneedle’s green bet on Johnson Matthey


Sonal Sagar, manager of the Threadneedle UK Sustainable Equity fund, believes Boris Johnson’s 10-point plan for a green recovery will benefit speciality chemicals group Johnson Matthey (JMAT).

The manager of the £25m fund said the pandemic had boosted the outlook for sustainable opportunities.

‘Boris Johnson’s 10-point plan for a green revolution – which includes green energy, transport, climate change, and technology – should benefit a number of UK companies. And we should be beneficiaries of that,’ she said.

Sagar thinks Johnson Matthey, in particular, can ride the wave of green investment.

‘It is invested in electric vehicle technology and has a leading position in hydrogen and fuel cell technology so it should be a beneficiary,’ she said.

Shares in Johnson Matthey closed up 1.5%, or 44p, at £30.03 on Friday.

[philanderer] 12/2/2021 15:39

We've had a few goes at 3000p ;-)

[philanderer] 12/2/2021 13:59

Platinum price direction hinges on key sector, says Johnson Matthey

[philanderer] 05/2/2021 15:24

Sure is , VOD, WTB and IHG just about keeping me level.

[chc15] 05/2/2021 15:16

Oh dear, bad week, I'm averaging down already lol

[philanderer] 05/2/2021 15:04

I've been kicked up the @rse three times this week, GSK wednesday, ULVR yesterday and now JMAT today , all -5% :-S

[hjs] 05/2/2021 13:09

Imo, the RSI has just gone above 70 which has led to profit taking.
Fundamentally nothing has changed so when New York opens, share price will recover.

[philanderer] 05/2/2021 13:04

What can you do ? :-D

[philanderer] 05/2/2021 12:17

But then ;-)

MORGAN STANLEY RAISES JOHNSON MATTHEY TARGET TO 3,500 (3,050) PENCE - 'OVERWEIGHT'

[chc15] 05/2/2021 09:01

Drop today, why anyone?

[philanderer] 02/2/2021 00:48

Johnson Matthey and Envision Virgin Racing announce multi year strategic partnership

[philanderer] 28/1/2021 13:54

CREDIT SUISSE RAISES JOHNSON MATTHEY TARGET TO 3,300 (3,200) PENCE - 'OUTPERFORM'

UBS RAISES JOHNSON MATTHEY PRICE TARGET TO 2,150 (2,050) PENCE - 'SELL'

[quepassa] 28/1/2021 08:12

Not just significantly improving fundamentals but clear now what other factors are driving the price.

When the current craze takes further hold in Europe - as it undoubtedly will- I can honestly say that I would not like to be short JMAT.


ALL IMO. DYOR.
QP

[quepassa] 27/1/2021 09:09

JMAT now at a one-year high @ 3070p

and rising fast

[quepassa] 20/1/2021 18:24

Second Highest FTSE100 Riser today:-

Pearson +8.57%
JMAT +6.54%
Burberry +3.91%


JMAT is the ultimate greenvestible stock.

Serving all renewables/green industries - wind, battery, hydrogen, emission reduction and solar.


ALL IMO. DYOR.
QP

[philanderer] 20/1/2021 15:06

Platinum racing ahead.

[philanderer] 20/1/2021 13:28

Nice update today :-)

This one from yesterday....

Johnson Matthey secures 100% renewables power for Polish battery factory

[quepassa] 20/1/2021 11:25

Thanks.

JMAT up 4.3% in today's session

[skinny] 20/1/2021 11:16

I don't hold here, but you might be interested in this from their website today (posted on the ITM thread).


.

"The new capacity enables JM to produce components now, initially for tens of megawatts of hydrogen production – enough to power several thousand homes. The largest electrolyser units in operation in the world today range from 10 to 20 MW. As such, the new capacity puts JM in a position to work with world scale projects, with a roadmap to scale to multi-gigawatt manufacturing capacity in line with customer demand as the market continues its anticipated growth".

[philanderer] 19/1/2021 10:29

BERENBERG RAISES JOHNSON MATTHEY PRICE TARGET TO 3,200 (3,000) PENCE - 'BUY'

[quepassa] 14/1/2021 17:47

December 8th 2020.

Johnson Matthey - The science behind a cleaner, healthier world.

YouTube 21,000 views:-

hXXps://www.youtube.com/watch?v=c-yGMTMqUDk

[philanderer] 14/1/2021 17:20

Another good day :-)

[philanderer] 12/1/2021 15:18

Indeed :-)