Search
John Rosier
Oct 5, 20222 min read
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)...
391 views0 comments
John Rosier
Aug 25, 20223 min read
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). ...
339 views0 comments
John Rosier
Jul 28, 20222 min read
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). ...
309 views0 comments
John Rosier
Jul 12, 20224 min read
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). ...
414 views0 comments
John Rosier
Jul 8, 20221 min read
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). ...
301 views0 comments
John Rosier
Jul 4, 20222 min read
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). ...
283 views0 comments
John Rosier
Jun 21, 20222 min read
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) ...
388 views0 comments
John Rosier
May 11, 20224 min read
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...
672 views0 comments
John Rosier
Apr 27, 20222 min read
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) ...
257 views0 comments
John Rosier
Apr 7, 20221 min read
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...
468 views0 comments
John Rosier
Mar 30, 20224 min read
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...
344 views0 comments
John Rosier
Mar 3, 20221 min read
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...
415 views0 comments
John Rosier
Jan 27, 20224 min read
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...
387 views0 comments
John Rosier
Oct 25, 20213 min read
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...
293 views0 comments
John Rosier
Oct 15, 20214 min read
Commodities - Why do I have so much commodity exposure II - Metals
#portfoliothoughts #books #commodities "The World for Sale" I have just finished a super book, “The World for Sale” by Javier Blas and...
497 views0 comments
John Rosier
Oct 14, 20212 min read
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...
287 views0 comments
John Rosier
Aug 25, 20213 min read
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...
356 views0 comments
John Rosier
Jul 28, 20213 min read
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...
233 views0 comments
John Rosier
May 6, 20213 min read
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...
322 views0 comments
John Rosier
Apr 27, 20214 min read
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. Copper...
510 views0 comments