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John Rosier
Nov 16, 20223 min read
Windfall taxes
Tomorrow, we hear the government’s decision regarding increasing the windfall tax on UK oil & gas producers. As is the custom nowadays,...
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John Rosier
Nov 9, 20221 min read
Glencore up to 5.0%, Harbour Energy up to 4.0% - funded by reducing Ecofin Global Utilities to 5.0%
#jicportfoliotrade Ecofin Global Utilities and Infrastructure Trust (EGL.L, FTSE Small-Cap Index, Market Cap £25241p, Medium Risk/High...
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John Rosier
Nov 3, 20223 min read
Harbour Energy - Trading update - Guidance revised upwards
Conclusion: A good update. Guidance raised for revenue and free cash flow. A further $100m is to be returned to shareholders through...
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John Rosier
Nov 2, 20221 min read
Move to targets in mining and oil & gas funded by reducing NextEnergy Solar Fund to 5.0%
#jicportfoliotrade Glencore (GLEN.L, Market Capitalisation: £67.8bn, 501p, 4.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target...
601 views0 comments
John Rosier
Oct 27, 20224 min read
Harbour Energy added to JIC Portfolio
#jicportfoliotrade Harbour Energy (HBR.L, Market Capitalisation: £3.3bn, 390p, 2.0% of JIC Portfolio, Medium Risk/High Reward =5.0%...
600 views0 comments