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Down she goes next stop 17
I agree that these figures are respectable, given the stage the company is at. In this market, nothing will increase the buoyancy of the SP however, except the announcement of some unique and revolutionary new product, which is not impossible; but until then we will drift with only the dividend to give us some comfort - or the unlikely prospect of a bid.
Well he’s unlikely to say, we’re in trouble and we’ve vultures circling.
This is a business in a major transition. Recent historic figures may be poor as you all claim, but read the words. I've rarely read such a strong positive outlook. The chairman said "I see a very bright future for JM." They are very confident about where they are going over the next 3-5 years.
Very downbeat report. Poor cash flow.
New profit warning, but good chart resistance around 1500p.
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 hasn't come yet.
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/