ShareProphets : tidm

MGAM

Morgan Advanced Materials (#MGAM) – “disposal of shareholding in Foseco India Limited… expect net proceeds of c. £53 million”

2026-08-28 06:23:59

Morgan Advanced Materials – interims emphasise “continued strategic momentum”, but ...

Morgan Advanced Materials (MGAM) has announced its results for the first half of the 2026 calendar year and that its “strategy is gaining momentum… by transforming our operational effectiveness and driving stronger and more profitable growth, including assessing options for our Thermal Products division”. That is good news but what of the valuation at a 253.5p share price, £700 million market cap, up from a 208p offer price share tip in March?

By Tom Winnifrith & Steve Moore | Published 2026-08-14 08:33:41 |

Morgan Advanced Materials – 2025 results suggest an income and recovery Buy

Shares in “global leader in advanced materials” Morgan Advanced Materials (MGAM) had been rising this year and closed February at above 240p. There’s followed its calendar year 2025 results which, together with the geopolitics, saw the shares to below 210p and suggest to us buying opportunity.

By Tom Winnifrith & Steve Moore | Published 2026-04-08 16:20:45 |

Morgan Advanced Materials (#MGAM) – H1 adj. EPS down to 10.8p, DPS maintained at 5.4p, FY “now expected to be around the bottom of the consensus range”

2025-08-07 06:39:20

Morgan Advanced Materials – trading “as expected” suggests still an income and recovery Buy

Manufacturer of carbon and ceramic materials for “complex and technologically demanding applications”, Morgan Advanced Materials (MGAM) has issued an “AGM Trading Update” concluding that its “decentralised organisation, cost management and strong balance sheet will provide us with the flexibility to navigate through this difficult period and deliver earnings growth with improving demand”. How is that relative to a 204p share price, £572 million market capitalisation?

By Tom Winnifrith & Steve Moore | Published 2025-05-16 15:29:59 |

Morgan Advanced Materials (#MGAM) – 2024 adj. EPS edged up to 25.5p, DPS to 12.2p, notes “uncertain” demand in number of end-markets

2025-02-28 07:39:38

Morgan Advanced Materials (#MGAM) – warns current outlook deterioration, expanding “simplification programme” and commencing “up to £40m” share buyback

2024-11-05 07:46:25

Morgan Advanced Materials – interims, still earnings and income value

Thermal products, carbon-based components and technical ceramics company Morgan Advanced Materials (MGAM) has announced results for the first half of 2024, emphasising some “good progress” despite demand caution in a number of its end-markets and expecting second half revenue to be in line with that in its first half. What does this all suggest from a current 312.5p share price?

By Tom Winnifrith & Steve Moore | Published 2024-08-09 16:45:35 |

Morgan Advanced Materials – 2023 results, recovery and income BUY

Carbon and ceramic materials manufacturer Morgan Advanced Materials (MGAM) has announced its results for the 2023 calendar year headlined “Results in line, business simplification announced, higher growth outlook”. How good is this news from a 266p share price, £759 million market cap?

By Tom Winnifrith & Steve Moore | Published 2024-03-14 13:43:23 |

Morgan Advanced Materials – interims, an “encouraging progress” recovery Buy?...

Carbon and ceramic materials company Morgan Advanced Materials (MGAM) has announced results for the first half of 2023 headlined “encouraging progress; FY23 guidance unchanged”. How encouraging is this?

By Tom Winnifrith & Steve Moore | Published 2023-08-08 09:23:47 |

Morgan Advanced Materials (#MGAM) – H1 adj. EPS down to 9.9p, DPS maintained, “overall outlook remains unchanged”

2023-08-04 06:43:06

Morgan Advanced Materials (#MGAM) – 2022 “expected to be slightly ahead of market expectations”, notes current cyber security incident “production inefficiencies”

2023-02-07 07:58:34

Morgan Advanced Materials (#MGAM) – cyber security incident, “actions… being taken to remediate and restore systems”

2023-01-10 07:59:59

Morgan Advanced Materials (#MGAM) – expects FY adj. Op profit marginally above top end of forecasts, though Q3 “slight moderation of growth rates”

2022-11-04 07:32:52

Morgan Advanced Materials (#MGAM) – 2021 adj. EPS up to 27.2p, DPS 9.1p, expects margins to expand further

2022-03-04 07:27:29

Morgan Advanced Materials (#MGAM) – nine months adj. sales +8.9% and improving margin

2021-11-05 07:20:01

Morgan Advanced Materials (#MGAM) – Q3 underlying sales -11.5% YoY, from Q2 -15.4%

2020-11-06 07:29:08

Morgan Advanced Materials (#MGAM) – April-May sales -19.5% year-on-year, “taking steps to improve the structural cost position”

2020-06-05 07:42:44

Morgan Advanced Materials (#MGAM) – segmental performance “consistent with” H1 report, headline Op. margins “slightly ahead” of prior year

2019-11-08 07:10:39

Morgan Advanced Materials (#MGAM) – Q1 organic constant currency sales +2%, in-line with management expectations

2019-05-10 07:16:48

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Recent Comments

BURIEDTREASURE26 Oct 2026

"The big banks / financial system are healthy now"With $40T from the Fed balance sheet and similarly frightening amounts elsewhere in the Western economies all dependent on "the confidence of strangers" I'd say that is quite the assumption.With talk of a potential bail out for France, the ECB is damned if it does, or doesn't. A big domino to topple.

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

JASKK26 Oct 2026

Was there not there an article from Tom suggesting that if the market tanks that gold would also follow ( albeit less so and for a shorter period ). Based on that advice, and looking at charts, surely the best advice is to be in cash, certainly in the short term, earning a good interest payment. There is a distinct possibility that interest rates are exactly where they should be ( normal levels ) and will be for a while ( if not higher ). It was an anomaly having them where they were after the gfc. The big banks / financial system are healthy now, that's the big difference. I'll be watching Berkshire Hathaway and decide what to do when they start to reduce their cash reserves in a meaningful way.

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Sohail26 Oct 2026

Nigel you should offer your services to American Media channels. You can appear on these channels and be completely wrong and no one ever asks you when you are interviewed on the next occasion why you were wrong.The prominent gold expert and financial author who projected gold reaching $10,000 per ounce around the end of 2026 or mid-2027 is Jim Rickards (author of Currency Wars).First it was dec 2026 now he has shifted it to mid 2027 .( We shall see )

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COLINS226 Oct 2026

A miserable 4 this week but 5 counting the wrong vitamin answer.

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NAHUMDOLLAR25 Oct 2026

6, thanks for the quiz!

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BURIEDTREASURE25 Oct 2026

So people warned of a hurricane / cyclone / typhoon through 5 channels are significantly LESS likely to take action than those warned through 4???Sorry, I'm calling cobblers on that.There are clear anomalies around statistical significance calling that whole chart into question.

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DAVID FRASER25 Oct 2026

Excellent analysis as always. We have the Budget this week and the only thing that I can see to help keep this show on the road is a massive cut in Stamp Duty to kick start and propel the housing market forwards. Prices shouldn’t go any higher because interest rates are relatively high but greater transaction increases would mean lots more work and money sloshing about. Estate Agents, removers, cleaners, home DIY projects, extensions, carpets, garden designers - the list of winners goes on and on - and all because of transaction growth. I know it’s tricky but scraping Employees NIC and adding it to income tax would bring in loads of money!

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SWANNJDUCK6925 Oct 2026

Funny old world, no EPP holding RNS from the strategic investor!! I wonder where those shares went?

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SEADOC25 Oct 2026

It was shortable on Friday with Spreadex.

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Sohail25 Oct 2026

Where miners have a mine where the share price is trading at a huge discount to npv at current gold prices and are fully funded to build the mine , today there is a huge opportunity to buy in.However nobody knows where the Gold price is going.Jordan correctly told his subscriber's in january 2026 that the gold price would pull back.However he never makes predictions about the future unlike many commentators.He merely projects “potential “ outcomes.

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