Johnson Matthey Share Discussion Threads

[action] 03/10/2023 15:52:21

Near to low of year..

[action] 26/9/2023 09:14:46

Are we there yet comes to mind. Let pump it dump it cycle finish..

[1twen1] 21/9/2023 16:10:51

Their inability to stick to any plan will hurt more than any gains I reckon.

[netcurtains] 20/9/2023 15:21:15

The governments about turn on Petrol and Desiel will be good for Catalytic convertor sales...

[action] 19/9/2023 14:05:05

Pump it and dump it. This is true too often for Johnson Mathey. Last I cam out was around 2200p when big investor built up stack. I will wait now for recent low b4 dipping my toe again.

[netcurtains] 08/9/2023 08:09:34

Interesting Merrill Lynch decreasing while others increasing....
I guess the next few weeks will tell us more..

On balance, on this occasion, I take the view, you have to be in it, to win it.

[1twen1] 08/9/2023 06:27:29

Maybe to do with the £ dropping ? JM rely on raw materials paid for in $. I cashed in when they hit 1850 the other day so waiting on a dip of around 1650 to get back in if it comes but honestly it's guesswork.

[netcurtains] 07/9/2023 13:19:35

Started well but falling behind now:

Melrose up 5%
Rolls Royce up 3%
BA Systems up 1%

We are currently just up 0.5%

[netcurtains] 07/9/2023 09:55:11

Any theories out there?

Anyone work for JMAT?

Is it just how stocks cycle?

Anything?

[netcurtains] 07/9/2023 08:31:06

A reasonable open today....

[netcurtains] 06/9/2023 16:40:39

interesting day

[netcurtains] 05/9/2023 12:14:19

Another major share holder has increased their stake...
Seriously..
Is something going on?


So one lot now owns 10%

This lot now owns 18%

[maxplus2] 04/9/2023 16:17:17

This appears to be going down to close the gap made last week

[maxplus2] 04/9/2023 10:55:27

Coming from protectionism perspective.

[netcurtains] 04/9/2023 08:27:27

maxplus2: Do we know what JMAT has a monopoly on or near monopoly?
I thought Catalytic Converters would not count as the era of the petrol car is nearing its end.
If anything I would have thought the government would semi-welcome a takeover of JMAT...

Perhaps I am misreading the situation.

[maxplus2] 03/9/2023 19:21:53

Takeover highly unlikely. It will be rejected by Monopoly Commission assuming they have learnt their lesson from Cobham debacle

[officerdigby] 02/9/2023 16:17:17

Worth remembering that these guys bought Grace...after buying a stake and increasing %. Then there was bid, bid was increased until accepted. It took 3 years.We are 1year in, after initial investment...They are now largest shareholder...

[netcurtains] 01/9/2023 16:44:23

This is the latest article (2 hours ago)

[netcurtains] 01/9/2023 16:39:59

Even after that big rise, its down compared to the beginning of August.

[mansell59] 01/9/2023 09:37:12

It's on everybody's Buy list. Seriously undervalued

[netcurtains] 01/9/2023 08:46:31

Still rising?

[netcurtains] 01/9/2023 08:34:47

I never know how to analyze this. Is the rise due to shorts closing or a manic scramble to buy?
Any chance of a takeover?
Big price fluctuation for a FTSE100 stock.