gamesinvestor
17 Aug 2017
3.26% Rather a large hike, considering there is no news.or is there?Games
marcher
14 Jul 2017
Re: Hot CATS Games,Continental will still need catalysts from JMAT so this is good news.CATs have had heaters for many years.The higher voltage used by Continental improves the warm-up time.The downside is that the ceramic core does not withstand thermal shocks well.It would be interesting to know how they have overcome this.
gamesinvestor
13 Jul 2017
Hot CATS Looks like someone else has uppped the anti on emissions.Continental have put a heater in it.Why didn't JMAT think of it?[link]
II Editor
12 Jul 2017
NEW ARTICLE: Why it's time to buy Lloyds Bank, Shell and Vodafone "With such an increasingly uncertain macro backdrop - rising inflation, stagnant wages, political uncertainty and Brexit - the UK market has fallen out of favour with asset allocators at the big investment management firms.The UK has been ..."[link]
gamesinvestor
11 Jul 2017
Umicore - NMC (JMAT LFP) It looks like JMAT is losing the race to transition to battery driven EVs.Umicore (Belgians FERCRYINOUTLOUD) seems to be well ahead of JMAT and BASF who are investing less in battery material development.[link] is also the question of the technology, JMAT has picked the wrong horse by not selecting the NMC approach (Nickel Manganese Cadmium) - NMC has a longer time between charge and allows EVs (especially in the light vehicle mass volume) to travel further between charges.Umicore are well ahead in NMC.So are we looking at a VHS v Betamax moment?JMAT the chumps are developing the wrong technology and are underinvested with only a modest R&D budget applied to battery materials. JMAT have selected LFP (Lithium Ion Phospate) which doesn't have the range, although probably has a longer life for the battery and the batteries are much bigger.That's not too helpful, as the Chinee - 40% of the EV market so far, have specified for the lighter and longer range NMC technology.Don't these turkeys do any market research?Games -- why of why didn't I dump at 3300?
gamesinvestor
05 Jul 2017
Volvo wants all electric [link] a way off but getting there, in the public's mind.Games
gamesinvestor
04 Jul 2017
Re: divestments ahead? "but it is a sign that corporately changes are afoot in the new regime."dog, the main corporate change I'd like to see is the introduction of a new battery that no one else has and no one else can do without.Until that happens JMAT looks on shakey territory in my humble.Games
dog-with-fleas
04 Jul 2017
divestments ahead? I am hearing mutterings from the O&G rumour mill that JM has ring-fenced its Diagnostics business (Tracerco) which has been struggling for some time. This business deals with radiation scanners for process plant equipment, so probably not an ideal corporate fit with JM's latest image. I cannot see this making any material difference to underlying share price due to the likely size of any transaction but it is a sign that corporately changes are afoot in the new regime.
gamesinvestor
04 Jul 2017
PCP Private Contract PurchaseThis is another thing that's killing the car industry but feeding the finance companies.Over the last 10 years everyone has been educated to use this crazy scheme to ensure you are seen out driving a new car almost all of the time.The cost of this scheme is hidden, and just like many mobile phone contracts and dodgy mortgages, the public is now conditioned to this and few will have cash to buy anything they have saved for.Try selling a second hand car on autotrader, the prices of most production vehicles is falling faster than a plumbline against your brickwork.Car sales seem to be saturating because of this and the 3% fall in car sales in the US in the last period seems to be a possible indicator of things to come -- I happily also got out of GKN for a good price some time back.Games
gamesinvestor
04 Jul 2017
400,000 on order """but it may also be that continuing investment in JMAT-style scrubbing of exhaust from conventional ICEs is as good, or better."""LK - your arguments are certainly plausible, however, I don't think anybody is listening.It's a bit like politics - once someone gets hold of the soundbite, logic goes out of the window and the +ve arguments for the opposite view get blocked from the voters mind like a firewall works on your PC. The soundbite is "electric"The model 3 met all the regulatory tests 2 weeks ahead of schedule and it's starting to role off the production line this week with 20,000 a month before the end of this year - a few months away.[link] an orderbook of 400,000 already, I think, and whilst this is still a relatively small number, Tesla will do to the auto industry what the iPhone did to Nokia -- it will destroy it.It will destroy it because the expense and the massive value tied up in ICE production will be just a ball and chain behind the traditional manufacturing outfits. They will not be able to shed the stuff cost effectively.Tesla in the meantime has non of that legacy and it has first mover advantage -- just like PayPal which is growing at 25% a quarter the number of transactions.I'm glad I no longer hold anything aligned to this, that is of course apart from JMAT and I'm kicking myself for not unloading all of it at 32XX.Games
LK Hyman
29 Jun 2017
Re: The old Chestnut - Electric cars Games,It is madness for the government to set specific targets for "electric vehicles". It would be more sensible for the government to incentivise the removal of greenhouse gases from vehicle emissions by adjusting the tax take based upon CO2 and NOx emissions at the tail pipe and letting car manufacturers do whatever is necessary to optimise their profitability given a consistent tax regime.It MAY be that EVs are the best way to achieve reduction of GHG emissions but it may also be that continuing investment in JMAT-style scrubbing of exhaust from conventional ICEs is as good, or better. And it may be that fuel cells are a better approach than either EVs or ICEs.Of one thing we can be certain .... the government has an absolutely lousy record of choosing technologies. It is interfering in an area where it knows the square root of sweet fa. This is unlikely to lead to a good outcome. We may well see more and more EVs coming at the expense of the likes of Drax burning more and more dirty wood pellets in order to provide the extra electricity to fuel the EVs. All that does is shift the source of GHGs from the tail pipe to the power plant.LKH on the flybridge
gamesinvestor
29 Jun 2017
The old Chestnut - Electric cars Report suggesting a boost to encourage at least 50% of all new cars sales to be electric :-[link]
gamesinvestor
06 Jun 2017
Drop in Diesel [link] at these figures, it shows a drop in diesel vehicle registrations of 20% in May alone and 8.8% in 2016.If this trend is set to continue, and is reflected in other countries around the world then ICE is truelly on a steeper decline pattern than any of us imagined.Alternative fuel vehicles are growing at 46% in May alone and 27% overall in 2016 in the UK.Market share for AFV was 3.2% in 2016 and 4.1% in 2017 year to date -- with May registering 4.4%. This is now a sizeable share of the new vehicle registrations.Games -- mmmm -- is JMAT to be decimated he wonders?
gamesinvestor
01 Jun 2017
Re: Results LK -- Looks like FSTA is finally on the move.Games
LK Hyman
01 Jun 2017
Re: Results Games,I shall hang on to my JMAT (1.7% of wad after selling some of my shares recently). The impression I formed from what look like excellent results is that they should do well from the increasingly stringent vehicle emissions rules.Although there is a threat from electric vehicles I don't think it is yet time to say that the ICE is dead.One could wish that they were not quite so heavily dependent upon emission control (looks like around 60% of the whole biz) but, hey ho, that's what they do.LKH at the LK Wash & Valet
