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EssilorLuxottica SA (ELP, CAC 40, Market Cap €115bn, Price €248.75p (£217), currently 2.3% of JIC Portfolio) https://www.essilorluxottica.com/en/ Great Q4 results today. Share price was up 12% in New York. Again, I'm in a rush (on holiday), so I have asked Gemini to look at the results for me, which are below my conclusion: Conclusion: Strong top-line growth, driven by smart glasses (Meta and Nuance). The outlook statement is positive, driven by further growth in the smart gl

Fireweed Metals (TSX: FWZ, Market Cap C$ 772m (£415m) C$ 3.66 (198p), currently 3.1% of JIC Portfolio). (In the portfolio view in my Investment Diary, I show the share price converted to sterling.   www.lundingroup.com www.fireweedmetals.com Yesterday, while I was out sightseeing, Firweed released some good news. HERE My view: It shouldn't be underestimated how important this agreement is. No agreement, no development. It is also a testament to the hard work of the Fireweed t

This will have to be brief, but two positive news releases from NGEX Minerals and International Petroleum. I like to have a stress-free holiday - thank you, Lundin Group companies, for helping. International Petroleum Corporation released Q4 numbers and guidance for 2026. It also projects free cash flow for the next four years and beyond. International Petroleum (TSX: IPCO, Market Cap C$3.4bn (£1. 82bn ). Share price C$30.54 (1645p). 7.0% of JIC Portfolio). (In the portfolio

I'm travelling around Mexico for the next 16 days. I have my laptop, but given the time difference and dodgy internet, I cannot guarantee normal service! Volatility up: It was a volatile week for global markets, characterised by a sharp rotation in sentiment. Volatility spiked, signalling growing caution (often short-lived), among investors. We saw a clear divergence: "old economy" indices like the Dow Jones Industrial Average and the FTSE 100 pushed higher, while technology