Johnson Matthey Share Discussion Threads

[spectoacc] 04/3/2022 09:53

You wonder where they'd be without the ongoing buyback.

[garth] 04/3/2022 09:33

blue,

looks like it may have been a 180 degree corner for now...

Watching with interest to see where these go.

G.

[blue59] 03/3/2022 08:16

Or is this the corner?

[blue59] 01/3/2022 09:27

You may yet be proven correct!

[action] 14/2/2022 08:07

Here we go. Enjoy the slide. May be till 1600p

[hatfullofsky] 10/2/2022 14:13

JPM replaced as joint broker, currently have a target price of 2600. I guess there's a downgrade coming.

[drew lonmenob] 24/1/2022 11:41

but you havent tried to lose weight

you are a drain on the NHS. get out for a walk . step away from the keyboard. JMAT will be here later

[medieval blacksmith] 24/1/2022 11:32

Drew

Yes, it do find it annoying. I don’t understand why overweight people are picked on. I find most quite decent. When individuals do this it tends to reflect more on those hating than those who are overweight. Most of those who target obese are intellectually challenged I find. Maybe we should get the morons to exercise their minds whilst the obese try to lose weight, eh?


I’m not sure what this has to do with JMAT.


Your stalking of me on ADVFN is getting worse. Time to visit the shrink.

[drew lonmenob] 24/1/2022 11:24

oops hitting a nerve there vermin

just take some exercise then chap and get off the cheap amazon fire all day

[medieval blacksmith] 24/1/2022 11:23

And?

So what?

[ball deap] 23/1/2022 18:33

The latest data from American has revealed that over 73% of US adults are overweight or obese. Of those, 42% American adults had obesity and 10% were severely obese,

[ball deap] 21/1/2022 00:23

The management have taken large personal holdings in December ? Yeh okay, looks like they're putting their house on it , first flight using their SAF fuel 1 December 2021, a United Airlines Boeing 737 Max 8 aircraft flew over 100 passengers from Chicago to Washington DC with 500 gallons of 100% drop-in SAF, what do they know since December ? How big is SAF going to be? soon SAF mandatory or blended?, IMO I like to follow a stock where management money is where my money is, CEO has 3x my holdings, The indicators and MA's still showing negative, for how long tho, in the meantime is getting propped by share buy backs.

[ball deap] 19/1/2022 23:54

It's already costed in, the market is reverting to cyclical stocks, check out RIO and the rest.

[action] 16/1/2022 09:58

Another shoe to drop if Jmt have to take 150ml hit. May be 1600p ?

[hatfullofsky] 12/1/2022 22:00

Yup, that's how much it matters.

[spectoacc] 12/1/2022 14:37

JMAT takes some believing. So they can't even give away the batteries division, and will be taking an extra £150m hit to close it down.

Meanwhile, they've been spending shareholders' money on buybacks 60p higher.

[hatfullofsky] 30/12/2021 07:47

Miners experiment with hydrogen to power giant trucks https://www.bbc.co.uk/news/business-59576867Anglo is developing the truck along with partners Engie, NPROXX, First Mode, Williams Advanced Engineering, Ballard, ABB, Nel and Plug Power.Plug Power are in partnership with JM

[timothyo6] 21/12/2021 16:56

I thought you were going to say Battery planes will never take off

[pogue] 19/12/2021 10:05

Pierre
hydrogen is the only option for vehicles that are not cars. JCB have signed a long term contract with an Australian company to provide hydrogen, in the form of ammonia I would expect, as they have researched battery power and cannot make it work other large pieces of equipment will be the same I suggest. Battery planes are never going to be an option whereas ammonia ones will be. Add in the problem with intermittent renewables operating at times they are not needed and needing some way to store that energy, batteries are not very useful on a large scale for storage, and hydrogen (in the form of ammonia) is the ideal way.
Regards JM they are doing the only thing they can and moving away from non core and focusing on the new energy revolution short term could be rocky long term should win out, they really need to get more focused as well on one sector there are large internal cost savings to be made there from what I see.

[pierre oreilly] 18/12/2021 19:25

Pogue, I would draw a distinction within renewables. We have dispatchable renewables (which are god's gift to mankind) and intermittent renewables (which aren't). In the first group there are things like hydro, pumped hydro and at a stretch, hydrogen. In the second group we have wind and solar. In the middle are things like tidal which are disptachable due to the knowledge of when they can produce energy. It's pretty clear that intermittent renewables can only possibly exist with government backing by various mens (direct subsidies, market bending to prioritise them, obligations on others, free service delivery from others etc etc). Basiclly, they are a good investment until the government position changes, which it will imv. The cost pushed onto the taxpayer and bill payer is unsustainable.

I have a slug in sse who are about to build 12GW of windmills. Should be ok for at least a year, but the situation will change soon after imv, so i'll dump them at the latest in several months time. A change in gov policy could render intermittent assets pretty worthless.

otoh, dispatchable renewables like hydro and to a lesser extent pumped hydro are really valuable assets and always will be. Hydrogen, imv, is overhyped. Toyota have recently gone battery electric - something for years they said hydrogen fuel cells were superior to. I think the reality they were missing out on bevs while concentrating on hydrogen has really hit home. It's a difficult thing to handle and imv, a hydrogen infrastructure for cars will never come about, although there are plenty of other niche uses for pem fuel cells.

jmat is quality. It just needs something (which i like) to home in on to exploit its considerable expertise in many areas for me to reinvest. The price does look cheap atm yhough.