The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
JMAT announced that they have signed a 3yr deal with Hystar.com of Norway to supply membranes for their new electrolysers
Not sure what this will be worth for JM but will obviously be part of their joint venture.
https://www.marketwatch.com/story/plug-power-stock-gains-after-3-new-deals-for-green-hydrogen-electrolyzers-in-europe-aab249a9
No news on the cost of this new relationship, so guessing it's not great...
There is a great interview with Tony Seba on the Fully Charged Show (YouTube) talking about how the future is not energy storage but rather using surplus cheap energy for other applications. Green Hydrogen is of course one of them.
Lets hope they are better than the SP gives them credit for. Something really positive on the Green Hydrogen front is necessary.
Half is Merrill Lynch and half BoA. Implies that they are acting for 2 or more unrelated entities.
Bank of America Corp now declared they have control of nearly 12% of JM stock. Yankee bid coming? Maybe that's the reason we have heard nothing from Mr Condon......
25th May.
Mr Condon has been extremely quiet of late, especially considering how vocal he was at the start of his reign.
...Results later this month. The fact they have skipped the update hints to me that they have something big to tell us but too early to divulge in April. WWe all know they are going hell fo leather after Green Hydrogen. I'm hoping that will blow the SP out of the water later this month.
....trading announcement. Was one 7th April 2022.
I dipped my toes in today. It’s well off the highs and we still have Standard Industries with a toe-hold 5+% stake and a deal with Plug Power. Both of these factors put it firmly in the sights of US industry at a time when Biden has lit the fuse under green investment.
Also , oversold , due a upward trend soon
https://www.telegraph.co.uk/markets-hub/share/S849/JMAT/JohnsonMattheyPLC
...trading RNS due out any day. Another reason for holding off for now.
Market is worried because Platinum is on a downtrend and an ex-employee says (on ADVFN) they have a whole bundle invested on getting the lion's share of the green hydrogen market. Now got some liquid in the p/f to average down here but holding off right now'/
/Why are they constantly diving? Anyone know?
Keeping their cards close to their chest - no news RNS for months and figures not out soon. In a crumby market like this,can't expect anything much. You may want to buy, though, if you think they cannot fall much more!
Didn't think this would drop below £23 again after the last news. Anyone got any views or understanding on why it's sinking again?
Dividend payday here , electric cars v hydrogen ( water ) cars who will win
https://www.reuters.com/technology/uks-johnson-matthey-joins-hands-with-plug-power-hydrogen-tech-partnership-2023-01-31/
and immediate broker coverage to £24. Here we go at last!
Thanks for that pointer, Zombi3. Now just have to sit tight. Sure theyhave their fingers in at least one more pie!
https://www.linkedin.com/feed/update/activity:7018871444277182464
This will do it, once Fulcrum start building a few more plants. I bet there's big money in FT Cans for JMAT.
...seems to havebeen right. Early days and need RNS of some bloody marvellous clean energy breakthrough but feel its coming.
...our re-entry to FTSE100 will be beginning of a big climb here. They re clearly in the right sector and I would no9t be surprised if there are some exciting announcements to come.
Very disappointing results. Share buyback was an idiotic decision.