Johnson Matthey Share Discussion Threads

[dr yung bung] 27/1/2009 18:12

insiding trades will lern big lessen. car industry outlook very bad

[cambium] 20/1/2009 09:46

Hi Gateside, if you can post the url of that I put it in the header

[grgkecer] 09/1/2009 12:50

Johnson Matthey diesel particulate filter gets US approval 7th January 2009

[dr yung bung] 18/12/2008 10:14

car industry outlook very bad ---



Finance director John Sheldrick also said underlying second-half pretax
profit would be between 5 and 15 percent lower given the sharp slowdown in
global car production.

[dr yung bung] 17/12/2008 23:44

targut met. +70% from low

[loss-leader] 08/12/2008 08:15

strong start to the day :-)

ll

[timtom2] 26/10/2008 20:46

Multiple whammy of Industrial demand reduction, Automotive reduction (and new materials) and talk of FC and Electrolyser demand reductions due to new materials. Great company but likely to get cheaper. JMAT was due to fall for a while but the downturn has and will exaggerate it.

[cambium] 08/9/2008 17:21

blimey, just looked in and saw how low the price is wow

[great western] 08/9/2008 09:30

Where to now?

[ddav] 22/7/2008 09:14

Platinum -- higher still and strong demand.

[timtom2] 10/7/2008 09:07

She may be correct sooner than thought. FC and Electrolyzer x-Platinum not far off at all. Take a look at ITM and do the backgound on it. Platinum loading greatly reduced and now they are supposed to have removed it altogether with a high probablity of high efficiency in the process too.

JMAT are a great British company but the FC/Electrolyzer market is moving on and needs lower costs than Pt usage can offer if they are to reach mass market at all.

[zeppo] 06/6/2008 11:46

'Credit Suisse analyst Sophie Jourdier said the outlook for the following year was strong, although Johnson Matthey had a high exposure to unidentified technologies replacing platinum catalysts.'

Credit Suisse are reported to have upped the target price but I cannot access this.

Can anyone help?

z

[zeppo] 05/6/2008 07:22

Final divi 26p to be paid 5th August

Sales revenue up 22% to £7.5 billion as a result of good underlying volume growth and higher precious metal prices

Sales excluding precious metals up 20% at £1,750 million with good organic growth in all three divisions

Profit before tax and amortisation of acquired intangibles up 16% to £265.4 million

Underlying earnings per share up 9% to 89.5 pence

Total earnings per share 9% below last year at 88.5 pence. Last year's earnings included the profit on sale of Ceramics Division

Dividend up 9% to 36.6 pence in line with underlying earnings growth

z

[zeppo] 22/2/2008 13:58

Building again

z

[robson1974] 18/2/2008 19:05

Platinum continues to spike. Wonder what Dow Chemical make of all this?

[robson1974] 16/2/2008 11:50

Platinum in full spike mode helpful for JMAT



Platinum hits $2,000 amid supply problems
By Chris Flood

Published: February 16 2008 02:00 | Last updated: February 16 2008 02:00

Commodity markets brushed aside fears of a US recession and enjoyed strong gains across the board with platinum and spring wheat recording dramatic gains this week.

Platinum shot through the $2,000 a troy ounce level, gathering momentum as the potential scale of the disruption to South African production became clearer. Impala Platinum, the world's second-largest producer, forecast this year's global supply deficit could reach 620,000 ounces, the highest since 1999.

Production problems could continue for years as Eskom, the state-owned utility, may not be able to restore electricity supplies to industrial users fully before 2012. Platinum rose 9.6 per cent to a record $2,060 a troy ounce this week.

Power problems in both South Africa and China also lent support to aluminium prices, which were up 4.5 per cent this week to $2,817.5 a tonne.

Copper added 0.6 per cent at $7,745 a tonne this week, helped by large daily declines in LME stocks, which totalled 16,100 tonnes this week. Copper stocks fell significantly during January and further reductions look likely as Chinese smelters return to normal production following disruption caused by severe winter weather.

However, gold 's rally appeared to falter, with bullion reaching a high of $926.90 on Monday but ending the week 1.1 per cent lower at $908 a troy ounce.

[paxton208] 14/2/2008 09:21

zippidy do dah!

[arja] 08/2/2008 11:10

poor performance today ! maybe just profit taking ?

[zeppo] 01/2/2008 12:34

Strong today.

I hope it stays independent and keeps growing the divi above inflation rate.

z

[cambium] 31/1/2008 15:47

Proof that the world does go round

Johnson Matthey PLC said it has now received
competition clearance from the German Federal Cartel Office for the acquisition
of Argillon Group.
The company expects the acquisition to be completed on Feb 6.
On Dec 10, Johnson Matthey had signed an agreement to buy Argillon for 214
mln eur in cash from Ceramics Luxembourg, a company owned by Kohlberg Kravis
Roberts & Co.

[zeppo] 24/1/2008 17:34

Bid talk again? After today's rise?

z