stutes
24 Feb 2020
China & JM JM 12 month low share price must be a wake up call for the Board - time for a rotating upwards or for the business to be broken up.
stutes
24 Feb 2020
China & JM China with two health scares in 20yrs shows JM needs to manage its exposure to China
stutes
18 Feb 2020
IC electric vehicles IC flags up if UK will be ready in time for EV switch from petrol/diesel vehicles. 2035 ,15 years away and battery technology needs to satisfy consumers in terms of fast charging and current range in that time. JM’s cathode technology and new factory bodes well. We also see Governments switching their focus to more environmental issues.
stutes
14 Feb 2020
Share price trading in 2730 to 2640 range? The share price seems to be in a range with City ticking up the shares first part of the week and Thursday/ Friday bringing the shares back to Mondays start,
stutes
14 Feb 2020
Kier share price movement How can a plc company be in the 80 p zone and in a matter of trading days be priced 130p+ ? There’s been no announcement on asset sales, debt reduction nor major contracts secured at good margins. I think the market is expecting K to secure work on HS2 and other HMG work leaving K to increase margin on non HMG work. Is the scenario able to generate good returns ?
stutes
14 Feb 2020
China heads back to work next week CNN reports China heads back next week - hopefully it means an end to scare stories/headlines
stutes
12 Feb 2020
Share price JM needs to show £41+ price or see its parts sold for more. Why should the shareholders see £41 target while seeing an actual price of circa £27? JM is a a company with history but the past is not a right to remain intact - if the parts are worth more as a separate entity then time for a split.
stutes
10 Feb 2020
Jm adr UK share price down 5p yet ADR up over $2?
stutes
07 Feb 2020
Valuation gap JM value to market price gap suggests to me the business might either buy its shares to narrow the gap or attract a bidder?
stutes
02 Feb 2020
Valuation spread Riverton Roll – 29 Jan 20 Sanford C. Bernstein Raises Johnson Matthey (LON:JMAT) Price Target to GBX 4,100 Johnson Matthey (LON:JMAT) had its price target boosted by analysts at Sanford C. Bernstein from GBX 4,000 ($52.62) to GBX 4,100 ($53.93) in a report released on Monday, January 13th, Stock Target Advisor reports. The brokerage presently has an... We see JM being valued at £41 to £27 per share, shows City cannot value JM . The coronavirus, UK health warnings strike a commonsense approach and not like some media headlines of trying to create panic. When we see bus drivers ferrying Brits returning from China not wearing special clothing or masks then it puts the risk into perspective.
stutes
31 Jan 2020
Coronavirus USA, China, Japan and UK will need to spend money or see their economy shrink; Trumo would be defeated come November.
stutes
30 Jan 2020
JM weak h1 but outlook for h2 better Shortly we shall see if management delivers on h2.
stutes
30 Jan 2020
BT rollout HMG in limiting Huawei 's involvement is reported to add £500m to BT’s rollout cost; Government wants a faster rollout - how will BT fund it all and pay the generous div?
stutes
28 Jan 2020
EU and trade talks CNBC – 28 Jan 20 EU warns UK it will 'never, never, never' give way on its single market ahead of... The EU will "never, never, never" compromise on the integrity of the bloc's single market when it comes to negotiating a trade deal with the U.K., according to Michel Barnier. Round 2 and 11 months of talks.
stutes
27 Jan 2020
BoA rating on JM Looks as if US price of JM down by a smaller % than London price?
