Johnson Matthey Share Discussion Threads

[mansell59] 22/11/2023 10:11

Not a bad update today. Sounds as though a corner has been turned and that there's some new strategy ahead now

[fuji99] 16/11/2023 16:07

H1 + Trading Update on 22 Nov.

[action] 12/10/2023 09:40

New low today 1527p.

[action] 04/10/2023 09:01

Pe 8.75, divi 4.93%, takeover target. Low of year 1548p

[action] 03/10/2023 15:52

Near to low of year..

[action] 26/9/2023 09:14

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

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

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

[netcurtains] 20/9/2023 15:21

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

[action] 19/9/2023 14:05

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

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

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

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

Any theories out there?

Anyone work for JMAT?

Is it just how stocks cycle?

Anything?

[netcurtains] 07/9/2023 08:31

A reasonable open today....

[netcurtains] 06/9/2023 16:40

interesting day

[netcurtains] 05/9/2023 12:14

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

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

[maxplus2] 04/9/2023 10:55

Coming from protectionism perspective.

[netcurtains] 04/9/2023 08:27

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

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

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

This is the latest article (2 hours ago)