Johnson Matthey Share Discussion Threads

[dudishes] 21/12/2023 09:31:49

Just to let you know, out at 1686. A crackin good ride!

Just for xmas as I see further growth, syns and all that!

cheers

[dudishes] 18/12/2023 23:46:09

Holding 1480 & 1572, one could say "An awfully decent bounce".

cheers

[dunns_river_falls] 13/12/2023 13:58:34

This has been looking good in the last few weeks. Hopefully the current run can get us back to 2000+.

[timothyo2] 30/11/2023 18:22:45

How can ADVFN post sale off I thought the market closed at 4:30

[18bt] 30/11/2023 15:29:47

Very interesting and long studay by Deloitte on "Green hydrogen: Energizing the path to net zero" - can be found here One stat stood out for me: the Global electrolyzer manufacturing capacity required by 2030 is 210GW - compared to the 8GW existing in 2021. That's both massive growth and a huge number of electrolyser membranes to sell. JM's platinumand iridium-based technology has a big diversification benefit over reliance on nickel, zirconium and other rare earths in the other technologes.

As an aside, the UK's ability to produce wind power makes it a big producer, but its transport infrastructure makes it a big user.

Well worth a read, especially Part 2 on developing the value chain.

[1twen1] 30/11/2023 07:50:24

I've had confirmation this morning that this was indeed using JM's fuel, shame it wasn't in the article !

[1twen1] 29/11/2023 10:34:37

It's started....The article doesn't suggest they used JM fuels but the first flight using SAF is surely a good thing when JM are leading the development... ? https://news.sky.com/story/pioneering-flight-to-use-100-sustainable-aviation-fuel-to-cross-the-atlantic-13017573?fbclid=IwAR36szyb647Pxm0wRfvMVRptt5SwCNR6DufF-zzN_8ofFcI08BkftoWtSik_aem_AYbu87mUHisl2fLt9Uez9AhSJhleN7cJWA_w8xKuI8-JjkfPmuRIt3WYsz9O03B2tHA

[the grumpy old men] 28/11/2023 10:10:23

Bank of America raises Johnson Matthey to 'buy' ('underperform') - target 2,000 (1,600) pence

[mansell59] 28/11/2023 09:47:22

Merrill Lynch upgraded Johnson Matthey on Monday to 'buy

[dudishes] 26/11/2023 17:08:44

Compared to other, think we made the right choice.

[waldron] 24/11/2023 19:32:04

chuckle and cheers

[dudishes] 24/11/2023 17:48:27

92pts ahead of support (62 for me so far).

Tks for update.

Looking cool!

cheers

[waldron] 24/11/2023 07:00:05

support given towards 1450p but it seems many consider it more likely to trend up towards 1650p


This liklihood may come into being as and when the more pessimistic analysts accept
a more positive view

[waldron] 24/11/2023 06:52:55

Analysts' Consensus

Mean consensus
HOLD

Number of Analysts
16

Last Close Price
15.70GBP

Average target price
18.28GBP
Spread / Average Target
+16.40%

High Price Target
23.80GBP
Spread / Highest target
+51.59%

Low Price Target
14.00GBP
Spread / Lowest Target
-10.83%

[dudishes] 24/11/2023 06:46:44

Thanks Waldron.

Looking clean and mean, eventually?

Seems good appetite for off loads.

Question is have we found the bottom?

cheers

[waldron] 23/11/2023 15:05:11

30 November 2023
Ex dividend date

01 December 2023
Interim dividend record date

06 February 2024
Payment of interim dividend

23 May 2024
Announcement of results for the year ending 31st March 2024

18 July 2024
133rd Annual General Meeting (AGM)

[waldron] 23/11/2023 15:01:31

Latest Dividends


Summary Previous dividend Next dividend

Status Paid Declared

Type Final Interim

Per share 55p 22p


Declaration date 25 May 2023 (Thu) 22 Nov 2023 (Wed)

Ex-div date 08 Jun 2023 (Thu) 30 Nov 2023 (Thu)

Pay date 01 Aug 2023 (Tue) 06 Feb 2024 (Tue)

[18bt] 22/11/2023 10:40:46

Agreed, not quite out of the woods and still very reliant on PGM pricing, but the pivot to the new carbon neutral economy looks to have some legs.

[mansell59] 22/11/2023 10:11:50

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 16:07:46

H1 + Trading Update on 22 Nov.

[action] 12/10/2023 09:40:09

New low today 1527p.

[action] 04/10/2023 09:01:36

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