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Somero update and Anglo Pacific changes its name
Somero Enterprises (SRC.L, AIM All-Share, Market Cap £221m, 395p, 2.2% of JIC Portfolio, Medium Risk/Medium Reward, target; 2.5 per cent)...
John Rosier
Oct 5, 20222 min read
391 views
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Anglo Pacific - Stellar H1
Anglo Pacific (APF.L, Market Capitalisation: £404m, 156p, 5.8% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...
John Rosier
Aug 25, 20223 min read
339 views
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Anglo Pacific H1 update
Anglo Pacific (APF.L, Market Capitalisation: £416m, 161p, 6.2% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...
John Rosier
Jul 28, 20222 min read
309 views
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Anglo Pacific acquires new royalty stream in what looks like a highly accretive move
Anglo Pacific (APF.L, Market Capitalisation: £310m, 144p, 6.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...
John Rosier
Jul 12, 20224 min read
414 views
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It makes a market!
Anglo Pacific (APF.L, Market Capitalisation: £311m, 146p, 6.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...
John Rosier
Jul 8, 20221 min read
301 views
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Anglo Pacific - First nickel produced at Brazilian Nickel
Anglo Pacific (APF.L, Market Capitalisation: £304m, 142p, 5.8% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...
John Rosier
Jul 4, 20222 min read
283 views
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Anglo Pacific - Potentially meaningful uplift to revenue
Anglo Pacific (APF.L, Market Capitalisation: £304m, 150p, 6.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) ...
John Rosier
Jun 21, 20222 min read
388 views
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Thumbnail thoughts on each holding - Part I - Holdings 1-5
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1240m, 670p, 9.6% of JIC Portfolio (target 7.5%) and 13.4% of JIC...
John Rosier
May 11, 20224 min read
672 views
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Anglo Pacific - Tremendous Q1
Anglo Pacific (APF.L, Market Capitalisation: £389m, 182p, 6.9% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) ...
John Rosier
Apr 27, 20222 min read
257 views
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Big ex-dividend day and some chunky new broker price targets! (Serica to 600p!)
Ex-dividends amounting to around 0.5% of the JIC Portfolio value today: Somero Enterprises goes ex a special dividend of 19.7 USCents...
John Rosier
Apr 7, 20221 min read
468 views
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Anglo Pacific - Strong 2021 results and robust current trading
Anglo Pacific (APF.L, Market Capitalisation: £375m, 175p, 6.4% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) Anglo...
John Rosier
Mar 30, 20224 min read
344 views
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Sylvania ex-dividend 2.25p and some commodity charts
This morning, Sylvania Platinum went ex its windfall dividend of 2.25p per share With commodities on the move again, there are some up to...
John Rosier
Mar 3, 20221 min read
415 views
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Anglo Pacific - Excellent update
Anglo Pacific (APF.L, Market Capitalisation: £301m, 140p, 5.3% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) Anglo...
John Rosier
Jan 27, 20224 min read
387 views
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Anglo Pacific - Robust Q3
Anglo Pacific (APF.L, Market Capitalisation: £280m, 131p, 4.7% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) Anglo...
John Rosier
Oct 25, 20213 min read
293 views
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Commodities - Why do I have so much commodity exposure II - Metals
#portfoliothoughts #books #commodities
John Rosier
Oct 15, 20214 min read
497 views
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Anglo Pacific - Tidying up its portfolio
Anglo Pacific (APF.L, Market Capitalisation: £290m, 135p, 5.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) Anglo...
John Rosier
Oct 14, 20212 min read
287 views
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Anglo Pacific - H1 Results
Anglo Pacific (APF.L, Market Capitalisation: £277m, 129p, 4.8% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) Half year...
John Rosier
Aug 25, 20213 min read
356 views
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Anglo Pacific - H1 update - Things are getting better
Anglo Pacific (APF.L, Market Capitalisation: £290m, 136p, 5.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) Half year...
John Rosier
Jul 28, 20213 min read
233 views
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Anglo Pacific - Q1 update reflects the past - Q2 should look quite different
Anglo Pacific (APF.L, Market Capitalisation: £315m, 147.5p, 5.3% of JIC Portfolio) Q1 2021 update Conclusion: Q1 doesn’t look very good...
John Rosier
May 6, 20213 min read
322 views
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Copper hits nine-year high - JIC Portfolio commodity exposure
With copper closing at a nine year high yesterday, I thought it timely to review the JIC Portfolio’s exposure to commodities.
John Rosier
Apr 27, 20214 min read
510 views
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