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John Rosier
Sep 13, 20246 min read
Current thoughts on my positions - Part IV - Final part on Monday (AUCP, SLP, NGEX, HRI and CPI)
Hvivo 28.25p, 3.1% of JIC Portfolio. Last comment on Tuesday on half-year results . “Conclusion: The financial highlights are superb but...
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John Rosier
Sep 10, 20244 min read
Hvivo - Robust H1 - in line with expectations
Hvivo (HVO.L; IM All-Share. Market capitalisation: £195m, 29.5p, 3.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)  ...
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John Rosier
Jul 24, 20241 min read
JIC Portfolio Trades - Increased two positions to 3.0%, funded by the complete sale of another
#jicportfoliotrades Wilmington (WIL.L.  Market capitalisation: £338m, 375p, 3.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target...
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John Rosier
Jul 17, 20245 min read
Hvivo - H1 Trading Update
Hvivo (HVO.L; IM All-Share. Market capitalisation: £191m, 28p, 2.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight) hVIVO...
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John Rosier
Apr 9, 20243 min read
Hvivo - 2023 Results
Hvivo (HVO.L; IM All-Share. Market capitalisation: £200m, 29p, 2.3% of JIC Portfolio. Medium Risk/High Reward = 2.5% target weight) hVIVO...
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John Rosier
Feb 9, 20241 min read
JIC Portfolio Trades
#jicportfoliotrade I have reinvested the cash from the Glencore reduction. I have increased the three recently purchased new positions...
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John Rosier
Feb 2, 20246 min read
JIC Portfolio Trade - Second new position of the day
#jicportfoliotrade Hvivo (HVO.L; AIM All-Share. Market capitalisation: £200m, 30p, 1.8% of JIC Portfolio. Medium Risk/High Reward = 2.5%...
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