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LUNR started trading yesterday. Because the price was, for some reason, set at 6 Canadian cents when it opened at above C$10 per share, trading was suspended. Trading resumed in the afternoon. It ended the day at C$ 12.25. That means for the 1,228 shares held in the JIC Portfolio, the value in C$ was 15,043 and in Sterling (ex rate 1.8466), £8146. It added 1.0% to the value of the JIC Portfolio. As I have said before, the more important thing than where it closes on the first

See below for some exciting news. I'm intrigued to see what my 1,228 shares held in the JIC Portfolio will be valued at on the first day of trading. More importantly, what will they be worth on 19 December 2026!

NGEx Minerals (TSX: NGEX, Market Cap C$5.3bn (£2.9 bn) C$ 24.39     (1322p) currently 8.2% of JIC Portfolio). (In the portfolio view in my Investment Diary I show the share price converted to sterling)   www.lundingroup.com www.ngexminerals.com     First drill results of Phase 4 - HERE   Conclusion: A super start to its Phase 4 drill programme. Again, very good copper and gold concentrations. Plenty more results to come over the next six months as it proves the size of the as

Serica Energy (SQZ.L AIM All-Share, Market Cap £634m, 162.4p, (4.5% of JIC Portfolio)  www.serica-energy.com   Acquisition of assets in the North Sea   Conclusion: This looks like another sensible deal. It's not transformative, but it does add 15% to its reserves and more than that to annual production. The effective date of the transaction is 1 January this year, which means by the time the deal completes in H2 2026, it should have pretty much covered its upfront payment wit

IG Group (IGG.L, FTSE Mid-250, Market Cap £3.97bn, 1166p, currently 4.4% of JIC Portfolio)   IG Group Holdings plc is a United Kingdom-based global financial technology company. The Company delivers online trading platforms and an educational ecosystem. The Company’s products include OTC leveraged derivatives, exchange-traded derivatives and stock trading and investments   Trading update:   Conclusion: Overall, an encouraging update with it firming up its guidance for the who

Following last Thursday's sale of XTracker AI & Big Data ETF (XAIX) in the Funds' Portfolio, I have sold the position from the JIC Portfolio. (The transfer of my SIPP to Interactive Investor is nearly done.) A small profit of £850.