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![Again, there is no news for my holdings, but I have adjusted a stop-loss](https://static.wixstatic.com/media/cb8ce5_1183d08fa99249ff8bdf496170d49ead~mv2.jpg/v1/fill/w_300,h_313,fp_0.50_0.50,q_90,enc_auto/cb8ce5_1183d08fa99249ff8bdf496170d49ead~mv2.webp)
John Rosier
1 day ago1 min read
Again, there is no news for my holdings, but I have adjusted a stop-loss
The Twelve Apostles - The Great Ocean Road Zegona Communications has rocketed since I bought a 2.0% position at 399p on 22nd January....
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![Serica Energy - Update on license from OFAC](https://static.wixstatic.com/media/cb8ce5_bd0d8a8965e141ce9c72e89ad0c91f78~mv2.png/v1/fill/w_300,h_225,fp_0.50_0.50,q_95,enc_auto/cb8ce5_bd0d8a8965e141ce9c72e89ad0c91f78~mv2.webp)
John Rosier
3 days ago1 min read
Serica Energy - Update on license from OFAC
Serica Energy (SQZ.L AIM All-Share, Market Cap £548m, 140p, 4.9% of JIC Portfolio. (5.0% target) www.serica-energy.com  North Sea oil...
310 views0 comments
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![Weekend Roundup - From Melbourne](https://static.wixstatic.com/media/cb8ce5_0dced7a83db94f41bfdd9a6b7c66ff61~mv2.jpg/v1/fill/w_300,h_307,fp_0.50_0.50,q_90,enc_auto/cb8ce5_0dced7a83db94f41bfdd9a6b7c66ff61~mv2.webp)
John Rosier
5 days ago2 min read
Weekend Roundup - From Melbourne
#weekendroundup Black Swan I am not a millionaire fleeing Britain but I have relocated to Australia for February. I'm visiting my...
299 views0 comments
![Calendar & Dividends](https://static.wixstatic.com/media/cb8ce5_64f4abfd8f2d44dca613e2ad595434dc~mv2.png/v1/fill/w_300,h_251,fp_0.50_0.50,q_95,enc_auto/cb8ce5_64f4abfd8f2d44dca613e2ad595434dc~mv2.webp)
![Funds' Portfolio Trade - New position](https://static.wixstatic.com/media/cb8ce5_1850bae0a347451ea8a47de884aa4be4~mv2.png/v1/fill/w_300,h_225,fp_0.50_0.50,q_95,enc_auto/cb8ce5_1850bae0a347451ea8a47de884aa4be4~mv2.webp)
John Rosier
Jan 292 min read
Funds' Portfolio Trade - New position
#fundsportfoliotrade Ashoka India Equity Trust: (AIE.L. Market capitalisation: £460m, 278p, 5.0% of JIC Portfolio. 5.0% target weight)...
433 views0 comments
![PayPoint Q3 update - Phew again!](https://static.wixstatic.com/media/cb8ce5_6e009c17de7743caadcfec7d9e1ec830~mv2.png/v1/fill/w_300,h_278,fp_0.50_0.50,q_95,enc_auto/cb8ce5_6e009c17de7743caadcfec7d9e1ec830~mv2.webp)
John Rosier
Jan 299 min read
PayPoint Q3 update - Phew again!
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £500m, 703p, 5.0% of JIC Portfolio.  5.0% target weight)  www.paypoint.com   ...
232 views0 comments
![WH Smith - Trading update - Phew!](https://static.wixstatic.com/media/cb8ce5_80a300cae7a64102a531d6d5f766e101~mv2.png/v1/fill/w_300,h_232,fp_0.50_0.50,q_95,enc_auto/cb8ce5_80a300cae7a64102a531d6d5f766e101~mv2.webp)
John Rosier
Jan 295 min read
WH Smith - Trading update - Phew!
WH Smith (SMWH.L FTSE 250, Market Cap £1.5bn, 1190p, 1.0 per cent target, currently 1.0% of JIC Portfolio)  https://www.whsmithplc.co.uk...
247 views0 comments
![JIC Portfolio - New Holding](https://static.wixstatic.com/media/cb8ce5_1f356a6df095457d8d2c9f2f45150d93~mv2.png/v1/fill/w_300,h_261,fp_0.50_0.50,q_95,enc_auto/cb8ce5_1f356a6df095457d8d2c9f2f45150d93~mv2.webp)
John Rosier
Jan 283 min read
JIC Portfolio - New Holding
#jicportfoliotrade WH Smith (SMWH.L FTSE 250, Market Cap £1.5bn, 5759p, 1.0 per cent target, currently 1.0% of JIC Portfolio)  ...
396 views0 comments
![JIC Portfolio Trade and my moving up towards thirty positions](https://static.wixstatic.com/media/cb8ce5_1f356a6df095457d8d2c9f2f45150d93~mv2.png/v1/fill/w_300,h_261,fp_0.50_0.50,q_95,enc_auto/cb8ce5_1f356a6df095457d8d2c9f2f45150d93~mv2.webp)
John Rosier
Jan 281 min read
JIC Portfolio Trade and my moving up towards thirty positions
4imprint (FOUR.L, FTSE 250, Market Cap £1.4bn, 5759p, 4.0 per cent target, currently 4.0% of JIC Portfolio)  4imprint Group plc is a...
382 views0 comments
![Funds' Portfolio Trades - Two positions sold - Implications of DeepSeek!](https://static.wixstatic.com/media/cb8ce5_1f356a6df095457d8d2c9f2f45150d93~mv2.png/v1/fill/w_300,h_261,fp_0.50_0.50,q_95,enc_auto/cb8ce5_1f356a6df095457d8d2c9f2f45150d93~mv2.webp)
John Rosier
Jan 273 min read
Funds' Portfolio Trades - Two positions sold - Implications of DeepSeek!
#fundsportfoliotrade You know what they say: if you are going to panic, panic fast. I have sold all my shares in Polar Capital Technology...
488 views0 comments
![Weekend Roundup - Last week: Funds' Portfolio, good - JIC Portfolio, bad!](https://static.wixstatic.com/media/cb8ce5_51f875289c0146d6a87e6ee51518cc53~mv2.png/v1/fill/w_300,h_294,fp_0.50_0.50,q_95,enc_auto/cb8ce5_51f875289c0146d6a87e6ee51518cc53~mv2.webp)
John Rosier
Jan 253 min read
Weekend Roundup - Last week: Funds' Portfolio, good - JIC Portfolio, bad!
#weekendroundup Sixteen per cent of the JIC Portfolio is invested in Lundin Group companies. I thought it was worth sharing the 2024...
328 views0 comments
![Calendar & Dividends](https://static.wixstatic.com/media/cb8ce5_7b13795fc8c24357a2aa6b7e34e9d592~mv2.png/v1/fill/w_300,h_225,fp_0.50_0.50,q_95,enc_auto/cb8ce5_7b13795fc8c24357a2aa6b7e34e9d592~mv2.webp)
![JIC Portfolio Trade - New Position](https://static.wixstatic.com/media/cb8ce5_1f356a6df095457d8d2c9f2f45150d93~mv2.png/v1/fill/w_300,h_261,fp_0.50_0.50,q_95,enc_auto/cb8ce5_1f356a6df095457d8d2c9f2f45150d93~mv2.webp)
John Rosier
Jan 242 min read
JIC Portfolio Trade - New Position
#jicportfoliotrade XPS Pensions Group (XPS.L; FTSE 250. Market capitalisation: £710m, 345p, 2.0% of JIC Portfolio. 2.0% target....
449 views0 comments
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![Admin - Email notifications!](https://static.wixstatic.com/media/cb8ce5_e2f2fc5ede354898a1507330a1b9ca2f~mv2.jpg/v1/fill/w_300,h_290,fp_0.50_0.50,q_90,enc_auto/cb8ce5_e2f2fc5ede354898a1507330a1b9ca2f~mv2.webp)
John Rosier
Jan 241 min read
Admin - Email notifications!
I received several messages from members saying they had stopped receiving email notifications of new blogs. Stay with me, please: I am...
254 views0 comments
![JIC Portfolio Trade - Renew Holdings Out and straight back in](https://static.wixstatic.com/media/cb8ce5_1f356a6df095457d8d2c9f2f45150d93~mv2.png/v1/fill/w_300,h_261,fp_0.50_0.50,q_95,enc_auto/cb8ce5_1f356a6df095457d8d2c9f2f45150d93~mv2.webp)
John Rosier
Jan 241 min read
JIC Portfolio Trade - Renew Holdings Out and straight back in
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £720m, 717p, 2.7% of JIC Portfolio. 3.0% target weight)  Renew Holdings:  My...
420 views1 comment
![Bloomsbury - the briefest of brief updates](https://static.wixstatic.com/media/cb8ce5_106bde6fad3e4252ae3f743c0a015b7c~mv2.png/v1/fill/w_300,h_293,fp_0.50_0.50,q_95,enc_auto/cb8ce5_106bde6fad3e4252ae3f743c0a015b7c~mv2.webp)
John Rosier
Jan 241 min read
Bloomsbury - the briefest of brief updates
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £555m, 682p and 4.8% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
222 views0 comments
![Renew Holdings - Disappointing update](https://static.wixstatic.com/media/cb8ce5_99d24151bf3843d2ba30e27605e44420~mv2.png/v1/fill/w_300,h_246,fp_0.50_0.50,q_95,enc_auto/cb8ce5_99d24151bf3843d2ba30e27605e44420~mv2.webp)
John Rosier
Jan 243 min read
Renew Holdings - Disappointing update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £720m, 909p, 2.7% of JIC Portfolio. 3.0% target weight)  Renew Holdings plc...
264 views0 comments
![IG Group - H1 Results - knock out!](https://static.wixstatic.com/media/cb8ce5_10ac1f558bb24ff0bd59e325fd5dc26a~mv2.png/v1/fill/w_300,h_274,fp_0.50_0.50,q_95,enc_auto/cb8ce5_10ac1f558bb24ff0bd59e325fd5dc26a~mv2.webp)
John Rosier
Jan 234 min read
IG Group - H1 Results - knock out!
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.6bn, 1073p, 5.0% target, currently 6.7% of JIC Portfolio)  IG Group Holdings plc is a...
340 views2 comments
![JIC Portfolio Trade - New position](https://static.wixstatic.com/media/cb8ce5_2d9bb518eed543f6ae9b9144e1e4ac73~mv2.png/v1/fill/w_300,h_260,fp_0.50_0.50,q_95,enc_auto/cb8ce5_2d9bb518eed543f6ae9b9144e1e4ac73~mv2.webp)
John Rosier
Jan 223 min read
JIC Portfolio Trade - New position
#jicportfoliotrade Zegona Communications (ZEG, Mkt. cap. £3.02bn. price:400p. 2.0% target - 2.0% position)  I have bought a 2.0%...
515 views0 comments
![NGEX Minerals - Another super update](https://static.wixstatic.com/media/cb8ce5_10abf1728b874b64a37c29b821baa60e~mv2.png/v1/fill/w_300,h_234,fp_0.50_0.50,q_95,enc_auto/cb8ce5_10abf1728b874b64a37c29b821baa60e~mv2.webp)
John Rosier
Jan 228 min read
NGEX Minerals - Another super update
NGEx Minerals (TSX: NGEX, Market Cap C$3.0bn (£1.76bn) C$ 14.60  (825p) 4.0% target, currently 5.3% of JIC Portfolio). (In the portfolio...
253 views0 comments
![JIC Portfolio Trade - New Position](https://static.wixstatic.com/media/cb8ce5_2d9bb518eed543f6ae9b9144e1e4ac73~mv2.png/v1/fill/w_300,h_260,fp_0.50_0.50,q_95,enc_auto/cb8ce5_2d9bb518eed543f6ae9b9144e1e4ac73~mv2.webp)
John Rosier
Jan 213 min read
JIC Portfolio Trade - New Position
#jicportfoliotrade Fireweed Metals (TSX: FWZ, Market Cap C$265m (£156m) C$1.465 (84p) 1.0% target, currently 1.0% of JIC Portfolio). (In...
491 views0 comments
![Serica Energy - Year-end update](https://static.wixstatic.com/media/cb8ce5_bd0d8a8965e141ce9c72e89ad0c91f78~mv2.png/v1/fill/w_300,h_225,fp_0.50_0.50,q_95,enc_auto/cb8ce5_bd0d8a8965e141ce9c72e89ad0c91f78~mv2.webp)
John Rosier
Jan 216 min read
Serica Energy - Year-end update
Serica Energy (SQZ.L AIM All-Share, Market Cap £588m, 152p, 5.3% of JIC Portfolio. (5.0% target) www.serica-energy.com  North Sea oil &...
328 views0 comments
![4imprint - Trading update - Phew! "profits above the upper-end of range of forecasts"](https://static.wixstatic.com/media/cb8ce5_63e0e0a696a14784adf7d9c22088132c~mv2.png/v1/fill/w_300,h_256,fp_0.50_0.50,q_95,enc_auto/cb8ce5_63e0e0a696a14784adf7d9c22088132c~mv2.webp)
John Rosier
Jan 213 min read
4imprint - Trading update - Phew! "profits above the upper-end of range of forecasts"
4imprint (FOUR.L, FTSE 250, Market Cap £1.4bn, 4975p,  4.0 per cent target, currently 4.0% of JIC Portfolio)  4imprint Group plc is a...
208 views0 comments
![Premier Foods Q3 trading update - a sweet treat!](https://static.wixstatic.com/media/cb8ce5_131cb6fb98584bec94c0dbf89aa82a49~mv2.png/v1/fill/w_300,h_301,fp_0.50_0.50,q_95,enc_auto/cb8ce5_131cb6fb98584bec94c0dbf89aa82a49~mv2.webp)
John Rosier
Jan 214 min read
Premier Foods Q3 trading update - a sweet treat!
Premier Foods (PFD.L, FTSE 250, Market Cap £1.6bn, 179p, 5.0 per cent target, currently 5.0% of JIC Portfolio)  www.premierfoods.co.uk  ...
226 views0 comments