Johnson Matthey Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.9571991 http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9571991&action=detail Tue, 24 Apr 2012 10:55:00 GMT Rhigos tag:iii.co.uk,2003:tst.9549991
You are probably aware of JMAT's roots in banking as assayer and later refiner for BOE which is why article involving Rothschild was of interest.
http://www.matthey.com/ourcompany/history?era=85d46ffd8d0349c08c8784994d2df8e3

I agree with your views on JMAT one of the best companies in my portfolio. It was because it's SP was up 180% on what I paid, that it was worth taking some profit in March to get myself up to CGT exempt limit. Would have done a bed & breakfast but as that not allowed now for CGT, had to wait 30 days to buy back. As JMAT not as volatile as my mining and oil shares made sense to take profits from JMAT as more likely to be able to buy back at close to sell price. The repurchase of shares at around £23.5 will reduce average price and thus CGT liability on any future sales.

Yesterday they closed only 8p off their highest ever closing SP (2408p on 2 Apr 12).

Rhigos

By Rhigos ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9549991&action=detail Wed, 18 Apr 2012 13:50:00 GMT Rhigos tag:iii.co.uk,2003:tst.9549723
Yes, interesting about the supposed Rothschild link, though it sounds like an overblown conspiracy theory to me.

I'm very comfortable holding JMAT, which is an excellent and well run company.

LKH on the flybridge By LK Hyman ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9549723&action=detail Wed, 18 Apr 2012 13:11:00 GMT LK Hyman tag:iii.co.uk,2003:tst.9548880 ')" target="_new" rel="nofollow">http://www.kitco.com/charts/liveplatinum.html
Main reason for strength I guess is believe that car market is expected to pick up and boost JMAT's catalyst sales.

Came across this article that was quite an interesting read:
http://theintelhub.com/2012/04/16/the-rothschild-johnson-matthey-connection/

By Rhigos ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9548880&action=detail Wed, 18 Apr 2012 10:43:00 GMT Rhigos tag:iii.co.uk,2003:tst.9476585 Reads more like the sun than the telegraph !
http://www.telegraph.co.uk/finance/financetopics/profiles/9165887/Spark-plug-maker-Johnson-Matthey-is-a-breath-of-fresh-air-for-all-of-us.html By AIMHIGHER ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9476585&action=detail Mon, 26 Mar 2012 13:07:00 GMT AIMHIGHER tag:iii.co.uk,2003:tst.9408225
BlackRock are clearly very canny investors ... their recent advertising campaign in the FT is of a high standard.

LKH on the flybridge By LK Hyman ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9408225&action=detail Fri, 09 Mar 2012 10:02:00 GMT LK Hyman tag:iii.co.uk,2003:tst.9261886
"I bet you do not get a reply from SpikeyDT"

I'm sure you're right! It's just a style thing .... I always put the name of the poster at the top of any reply of mine, even with a a bot like Spikey.

That sounds a bit OCD!

LKH on the flybridge sticking with JMAT but suspecting that the best is over for a bit By LK Hyman ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9261886&action=detail Wed, 08 Feb 2012 07:19:00 GMT LK Hyman tag:iii.co.uk,2003:tst.9260063
I read recently that their refining business is losing money. It has fallen about 7% this year so may go as low as £20 but IMO probably not.

I bet you do not get a reply from SpikeyDT. He is a professional poster, not a follower of discussion groups.

By Rhigos ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9260063&action=detail Tue, 07 Feb 2012 16:57:00 GMT Rhigos tag:iii.co.uk,2003:tst.9250562
"Questor says HOLD"

Oh dear. If Questor says HOLD that's normally a signal to race for the exit.

LKH on the flybridge gonna hold nevertheless
By LK Hyman ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9250562&action=detail Sun, 05 Feb 2012 15:14:00 GMT LK Hyman tag:iii.co.uk,2003:tst.9250561
"In the press today there are advertisements for the Queens Diamond Jubilee Official UK £5 Coin at £12.99 plus £2.95 p&p via the Royal Mint."

Sounds like a wonderful scam. How much am I bid for this £1 coin, with the Queen's head on it?

LKH on the flybridge
By LK Hyman ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9250561&action=detail Sun, 05 Feb 2012 15:12:00 GMT LK Hyman tag:iii.co.uk,2003:tst.9250556
"I am not keen on pharmaceutical sector , patents run out and new block busters more miss than hit."

I know what you mean, m8, but I'm hanging on to my Glaxo. 15% of their biz is stuff like Horlicks. Apparently the Chinee top boys LOVE that stuff and can't get enough of it. As any fule kno there are a LOT of Chinees. Glaxo, as I'm sure you know, also sell Ribena which will rot your teeth like a good 'un .... so then you can buy Glaxo's excellent toothpastes. Win/win, m8.

Still got my BLT/RIO. I tend to agree with your implication that BLT is better than RIO, but I take my hat off to Albanese for his moves into Guinea and Mongolia, even if he did make a complete horlicks (in a bad sense!) of Alcan, albeit that was Skinner's fault. Skinner off of Shell passim ..... I shall buy Shell again, but only when/if it falls below £20.

LKH on the flybridge
By LK Hyman ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9250556&action=detail Sun, 05 Feb 2012 15:10:00 GMT LK Hyman tag:iii.co.uk,2003:tst.9249769 Shares in autocatalyst group Johnson Matthey are now at their highest level since before Lehman Brothers' collapse. They are now a hold on valuation grounds.
8:00AM GMT 05 Feb 2012
Johnson Matthey
£22.70
Questor says HOLD
http://tgr.ph/zifdm2 By SpikeyDT ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9249769&action=detail Sun, 05 Feb 2012 08:14:00 GMT SpikeyDT tag:iii.co.uk,2003:tst.9248585
Disgraceful that a quasi official body such as the Royal Mint do not disclose in the full page spread the particular metal / weight from which this is to be made.

Trades Descriptions Act etc. is there still such a thing ?





By Myunderstanding ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9248585&action=detail Sat, 04 Feb 2012 14:20:00 GMT Myunderstanding tag:iii.co.uk,2003:tst.9242569
GSK used be my largest holding sold out in Jul 2003.
Sold out of ULVR in Nov 1999
I had Zeneca shares once upon a time, they came from holding ICI shares.

I am not keen on pharmaceutical sector , patents run out and new block busters more miss than hit.

I believe this year commodity shares, particularly mining will do well. My Xstrata shares did well today, +9.9%, on merger (more like take over) talks.POG + 32.2% in 2012 (in 23 trading days, 1,978% AER!!!). If you still hold your RIO and BLT shares, will be gaining since end of 2011 (+27.4% & +16.9%). My portfolio up 1.6% today starting to make up last years paper losses. Will be able to make CG allowance by selling some RIO and buying BLT with proceeds. Oil shares a disappointment, PMO, TLW, CNE etc all lacklustre performance. With high oil price I am surprised, but I understand there are various problems with all of these companies. Shell, which I have not got look attractive must buy some when I have cash.
By Rhigos ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9242569&action=detail Thu, 02 Feb 2012 22:17:00 GMT Rhigos tag:iii.co.uk,2003:tst.9241288
Woohoo! No-one ever got poor selling large ingots of gold and platinum plus powerful opiates. JMAT is a no-brainer.

Pity my portfolio got trashed today by ULVR, AZN and GSK.

LKH on the flybridge unfazed By LK Hyman ]]> http://www.iii.co.uk/investment/detail?code=cotn:JMAT.L&display=discussion&id=9241288&action=detail Thu, 02 Feb 2012 15:33:00 GMT LK Hyman