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By Chris Bailey | Monday 19 April 2021
Disclosure: I own shares in one or more of the stocks mentioned. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.
Malcolm was absolutely correct last Tuesday when he wrote HERE that Johnson Matthey (JMAT) ‘is a company which depends on its securing a good market share of the electric future and it’s certainly trying hard to succeed in this competitive field’. As I observed last September, ‘it is kind of tough to value potential 2030 themes, but it is nice to have a few of these things sprinkled into a broader corporate business which is already sensibly set’. In short, I have owned the stock for a while and currently sit on a nice profit. There have been two recent sets of numbers on this one during the last couple of weeks.
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