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Results: JMAT

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EPIC JMAT
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Johnson Matthey shares still excite me (and even ESG investors should be considering it too)

It is far from being a boring day today. It is no surprise for me to see shares in De La Rue (DLAR), which institutional investors and brokers used to call “Danny”, pulling back nearly 20% given that it is still struggling to make proper profit and free cash flow. Meanwhile, Halfords (HFD) shares might be down 4% today (and over 40% year-to-date) but seeing the stock at a c. two quid share price strikes me as a bit cheap. Perhaps more on it another time, but today I want to chat about Johnson Matthey (JMAT).

EPIC JMAT
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Footsie Giant with its Eye on the Profits of Greener World Takes Another Giant Step

Hello Share People. The Footsie jumbo Johnson Matthey (JMAT) has had a hard time of it of late. Both myself and my much brainier colleague Chris Bailey have commended the company to you in the past. But it’s yet to sparkle. Never mind, I think the shares have been oversold, given the better times that seem to be ahead. 

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  • 2022-07-18 08:01:00
EPIC JMAT
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When brokers stop researching a stock, don’t worry (be excited)

I was reading the other day that 60/40 investors (60% equities and 40% bonds) in the United States have so far this year had their 1937. No surprise then that any investors who have only seen (or remember) the “everything is awesome” views of the last twelve or so years are a bit worried. Of course, those of us who remember the world before 2010 know there are always plenty of periods of volatility in the world’s financial markets. People should try and relax a bit more however. After all putting all your money under your bed or into a new and more expensive house is far from smart either. Anyhow - as far as your pension fund goes - when people are getting fearful (greedy) then you should be getting greedy (fearful).

EPIC JMAT
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Johnson Matthey is 204 years old and out of the FTSE 100…but far from boring

Back in December I observed that Johnson Matthey (JMAT) had fallen out of the FTSE 100 and “it might not be one of my top two tips for next year, but it probably makes the top five and that most certainly makes it a BUY”. Part of the rationale for doubling my shareholding in the 204 year old ‘multinational speciality chemicals and sustainable technologies company’ is that I bought during the early COVID-19 fear days at a share price of below 2000p. That worked well until - as mentioned late last year - there was a bit of share price volatility, ultimately taking the shares from above 30 quid a year ago to about an 18 quid share price now. I still think though there are many reasons for holding this share in 2022, and that brings us to today’s 31 page ‘Clean Air: delivering sustainable cashflow’ presentation by the company…

EPIC JMAT
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Still feeling positive about SIG, Ibstock and Johnson Matthey

In a week’s time it will be Christmas Eve and even I might stop looking at the global equity markets for a few days. Before then,  there is still lots to think about regarding prospects for 2022.  I look forward to sharing a couple of tips for 2022 before the end of this year, but there are three names today which have all given out a pleasing update today.  They might not be one of my two formal tips of the year, but there are reasons why I will still be holding them deep into 2022. 

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