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JMAT - JOHNSON MATTHEY - Share Chat

Price: Market Cap.: (Ā£m)

Johnson Matthey is a global leader in sustainable technologies, specialising in catalysis and advanced materials. With a heritage spanning over 200 years, the FTSE 250 company is renowned for its automotive catalysts, a critical component in emissions control, and its expertise in platinum group metals (PGMs) and precious metals management.

While traditionally strong in internal combustion engine (ICE) related technologies, JM is strategically pivoting towards future growth areas. This includes significant investment in hydrogen technologies, such as fuel cell components and green hydrogen production catalysts, and performance materials. Following the divestment of its battery materials business, the company is refining its focus on its core strengths and high-growth sustainable solutions, aiming to capitalise on global decarbonisation efforts and the transition to a net-zero economy. Challenges include navigating the automotive industry’s shift to electric vehicles and managing PGM price volatility, but its innovation pipeline in clean technologies remains robust.

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(@mrmultibagger)
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Chat about JOHNSON MATTHEY


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Posts: 1675
Topic starter
(@mrmultibagger)
Member
Joined: 3 years ago

Johnson Matthey (JMAT): What's the outlook?

With their transition from traditional catalysts towards hydrogen and sustainable technologies, JMAT looks intriguing. Are they successfully navigating the shift away from ICE, or do PGM price volatilities and slower adoption of new tech still present too much of a headwind? What are your thoughts on their current valuation and long-term potential?


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