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John Rosier
Feb 14, 20242 min read
JIC Portfolio Trade - Position sold
#jicportfoliotrade Ecora Resources (ECOR.L, Market Capitalisation: £208m, 80p, 0.0% of JIC Portfolio, Medium Risk/Medium Reward =2.5%...
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John Rosier
Jan 31, 20244 min read
Ecora Resources - Q4 update shows signs of improvement from a low base
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £230m, 89p, 2.6% of JIC Portfolio, Medium Risk/Medium Reward...
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John Rosier
Dec 13, 20231 min read
JIC Portfolio Trade - Position Reduced
#jicportfoliotrade Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £216m, 84.25p, 2.5% of JIC Portfolio,...
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John Rosier
Oct 25, 20233 min read
Ecora Resouces - Q3 update
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £243m, 94p, 4.7% of JIC Portfolio, Medium Risk/High Reward...
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John Rosier
Oct 17, 20235 min read
Falling Review Price catchup and thoughts; it's tough out there.
I’ll start with a story. On 9th October, I was asked if I knew why Shoe Zone was down 10 per cent on the day, having already fallen by 15...
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John Rosier
Sep 14, 20231 min read
JIC Portfolio Trade - Added to an existing position
#jicportfoliotrade Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £276m, 109p, 5.0% of JIC Portfolio, Medium...
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John Rosier
Sep 5, 20234 min read
Ecora Resources - Half-Year Results
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £285m, 110p, 4.6% of JIC Portfolio, Medium Risk/High Reward...
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John Rosier
Aug 29, 20232 min read
Ecora Resources - Falling Price Review
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £273m, 107p, 4.6% of JIC Portfolio, Medium Risk/High Reward...
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John Rosier
Jul 26, 20234 min read
Ecora Resources - Q2 update
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £306m, 118p, 4.9% of JIC Portfolio, Medium Risk/High Reward...
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John Rosier
Jul 24, 20234 min read
Ecora Resources increases exposure to copper.
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £305m, 118p, 4.9% of JIC Portfolio, Medium Risk/High Reward...
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John Rosier
Jul 12, 20235 min read
Current thoughts on my positions - Part II
#portfoliothoughts Ecora Resources: last comment on 26th April – “Ecora resources – Q1 update” Little to the 26th of April conclusion....
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John Rosier
Apr 26, 20232 min read
Ecora Resources - Q1 update
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £305m, 118p, 4.8% of JIC Portfolio, Medium Risk/High Reward...
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John Rosier
Mar 29, 20237 min read
Ecora Resources - 2022 results
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £299m, 116p, 4.7% of JIC Portfolio, Medium Risk/High Reward...
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John Rosier
Jan 31, 20233 min read
Ecora Resources - Q4 and 2022 update
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £382m, 148p, 5.6% of JIC Portfolio, Medium Risk/High Reward...
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John Rosier
Jan 26, 20234 min read
Thumbnail review of each position part II - Stocks 6-10
Ecora Resources (ECOR.L, Market Capitalisation: £387m, 151p, 5.7% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) ...
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John Rosier
Jan 17, 20232 min read
Ecora Resources - Kestrel update
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £405m, 153p, 5.7% of JIC Portfolio, Medium Risk/High Reward...
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John Rosier
Oct 26, 20225 min read
Commodity Exposure III - Likely changes to the JIC Portfolio
#commodities Today, the JIC Portfolio exposure to commodity stocks, excluding oil and gas, is as follows: Sylvania Platinum 7.1 per cent...
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John Rosier
Oct 26, 20223 min read
Ecora Resources - Q3 contributes to a great nine months
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £405m, 157p, 6.3% of JIC Portfolio, Medium Risk/High Reward...
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John Rosier
Oct 24, 20222 min read
Commodity Exposure - How has it performed?
#portfoliothoughts #commodities A year ago, I posted two diary entries outlining why I had such a high exposure to commodities: Here and...
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John Rosier
Oct 6, 20221 min read
Ex-dividends this morning: Ecora Resources 1.75p and K3 Capital 8.1p
Two nice dividends this morning to add to this year's tally. Ecora's quarterly will add £433.93 to the Portfolio's value and K3 Capital,...
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