Opinions
Lorne Steinberg
Johnson Matthey
JMAT-LON
PAST TOP PICK
Nov 11, 2021
(A Top Pick Dec 22/20, Down 9%) Announced overnight that it's getting out of its EV battery products. He's re-evaluating his position, as he does whenever a company changes strategy.
$27.630
Stock price when the opinion was issued
chemicals
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Price target: UKP 2602.08 They're a big player in catalytic converters in cars and are investing big cathode materials, so they could be a big player in batteries for e-cars. Trades at 13x earnings, way more modest than peers in this space. Could be a big winner with little downside with that PE.
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(A Top Pick Dec 22/20, Down 19%) Part of metals sector worldwide, including catalytic converters. He sold it a couple of months ago after a division that made electric batteries was sold. The money required to be spent in a competitive space resulted in the company's decision, so they sold out.
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