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John Rosier
May 26, 20233 min read
JIC Portfolio Trade - Holding sold after "Falling Price Review"
#jicportfoliotrade Gulf Keystone Petroleum (GKP.L, Market Cap £283m, 128p, 0.0 per cent of JIC Portfolio, (High Risk/High Reward, 0.0 per...
519 views0 comments
John Rosier
May 23, 20233 min read
Gulf Keystone - Update
Gulf Keystone Petroleum (GKP.L, Market Cap £283m, 130.8p, 2.3 per cent of JIC Portfolio, (High Risk/High Reward, 2.5 per cent target)...
376 views0 comments
John Rosier
May 12, 20231 min read
Gulf Keystone - At last, some encouraging news
Gulf Keystone Petroleum (GKP.L, Market Cap £319m, 148p, 2.5 per cent of JIC Portfolio, (High Risk/High Reward, 2.5 per cent target)...
281 views0 comments
John Rosier
Apr 27, 20234 min read
Gulf Keystone - update
Gulf Keystone Petroleum (GKP.L, Market Cap £319m, 147p, 2.5 per cent of JIC Portfolio, (High Risk/High Reward, 2.5 per cent target)...
269 views0 comments
John Rosier
Apr 26, 20232 min read
JIC Portfolio Trades - Two positions reduced to raise cash for investment in a new position
#jicportfoliotrade I spent much of yesterday writing a diary entry for a potential new addition to the JIC Portfolio. I then agonised...
468 views0 comments
John Rosier
Apr 3, 20231 min read
Oil prices are up, and the KRG is reported to be close to an agreement with the Iraqi government
Gulf Keystone Petroleum (GKP.L, Market Cap £315m, 145.8p, 3.5% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
284 views0 comments
John Rosier
Mar 31, 20232 min read
Gulf Keystone - Update regarding the cessation of exports
Gulf Keystone Petroleum (GKP.L, Market Cap £372m, 145p, 3.5% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
276 views0 comments
John Rosier
Mar 27, 20233 min read
Gulf Keystone - Exports suspended
Gulf Keystone Petroleum (GKP.L, Market Cap £375m, 173.4p, 4.3% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
386 views0 comments
John Rosier
Mar 23, 20239 min read
Gulf Keystone - 2022 results and another dividend
Gulf Keystone Petroleum (GKP.L, Market Cap £379m, 175.4p, 4.3% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
313 views0 comments
John Rosier
Mar 9, 20233 min read
Gulf Keystone - payments from the KRG. BRWM went ex 23.5p dividend this morning.
Gulf Keystone Petroleum (GKP.L, Market Cap £438m, 193p, 4.6% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
351 views0 comments
John Rosier
Feb 8, 20231 min read
Gulf Keystone - exports resumed
Gulf Keystone Petroleum (GKP.L, Market Cap £417m, 196p, 4.4% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
314 views0 comments
John Rosier
Feb 7, 20232 min read
Gulf Keystone update following Turkish earthquake
Gulf Keystone Petroleum (GKP.L, Market Cap £417m, 193p, 4.4% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
308 views0 comments
John Rosier
Jan 30, 20238 min read
Gulf Keystone - Update and dividend
Gulf Keystone Petroleum (GKP.L, Market Cap £428m, 198p, 4.4% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
338 views0 comments
John Rosier
Jan 26, 20234 min read
Thumbnail review of each position part III - Stocks 11-15
Gulf Keystone Petroleum (GKP.L, Market Cap £421m, 194p, 4.4% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...
552 views0 comments
John Rosier
Dec 19, 20224 min read
Gulf Keystone - Update
Gulf Keystone Petroleum (GKP.L, Market Cap £435m, 201p, 4.7% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
346 views0 comments
John Rosier
Oct 26, 20221 min read
Commodity Exposure - Trades
#jicportfoliotrade Trades: I have cut my position in Lloyds Banking Group: The positive argument for holding Lloyds is that it should...
640 views0 comments
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...
551 views0 comments
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...
483 views0 comments
John Rosier
Sep 28, 20221 min read
It's not much, but it helps!
Gulf Keystone Petroleum (GKP.L, Market Cap £434m, 200p, 4.2% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
332 views0 comments
John Rosier
Sep 1, 20224 min read
Gulf Keystone H1 results - Cash gusher - another 10p dividend
Gulf Keystone Petroleum (GKP.L, Market Cap £523m, 242p, 4.8% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
368 views0 comments