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JIC Portfolio Trades - Two positions sold
#jicportfoliotrade
John Rosier
Dec 4, 20243 min read
558 views
0 comments
NextEnergy Solar Fund - Interim Results
NextEnergy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £419m, 72p, 3.9 per cent of JIC Portfolio  Interim results...
John Rosier
Nov 21, 20243 min read
304 views
0 comments
Current thoughts on my positions: Part II
Serica Energy is 123p, 5.4% of the JIC Portfolio. My last comments were yesterday, when I added to my position at 113p. I watched the...
John Rosier
Sep 11, 20247 min read
656 views
3 comments
JIC Portfolio Trades - Added to an existing position. Funded by reduction of Hargreaves Lansdown to 2.0%
#jicportfoliotrades
John Rosier
Jun 19, 20241 min read
502 views
0 comments
NextEnergy Solar Fund - At last - £20m share buyback
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £453m, 77p, 3.2 per cent of JIC Portfolio The company has...
John Rosier
Jun 19, 20245 min read
390 views
0 comments
NextEnergy Solar Fund - Update as at 31st March
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £455m, 77p, 3.3 per cent of JIC Portfolio (3.5 per cent...
John Rosier
May 15, 20243 min read
319 views
0 comments
NESF commissions "Camilla" battery storage
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £432m, 73p, 3.5 per cent of JIC Portfolio (3.5 per cent...
John Rosier
Mar 19, 20243 min read
343 views
0 comments
NextEnergy Solar Fund - Quarterly update
NextEnergy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £443m, 75p, 3.7 per cent of JIC Portfolio (4.0 per cent...
John Rosier
Feb 29, 20245 min read
373 views
0 comments
JIC Portfolio Trades - Reduced one position, added to another
#jicportfoliotrade
John Rosier
Feb 6, 20242 min read
619 views
0 comments
Funds' Portfolio Trades - Some rebalancing
#jicportfoliotrades
John Rosier
Jan 29, 20241 min read
511 views
0 comments
NextEnergy Solar Fund - Interim Results
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £506m, 85.6p, 5.5 per cent of JIC Portfolio (5.0 per cent...
John Rosier
Nov 22, 20236 min read
372 views
0 comments
JIC Portfolio Trade - Added to existing position
#jicportfoliotrade
John Rosier
Oct 19, 20231 min read
513 views
0 comments
NextEnergy Solar Fund - Dividend declaration - reassuring!
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £457m, 77.4p, 4.5 per cent of JIC Portfolio (5.0 per cent...
John Rosier
Oct 19, 20232 min read
298 views
0 comments
Falling Review Price catchup and thoughts; it's tough out there.
I’ll start with a story. On 9th October, I was asked if I knew why Shoe Zone was down 10 per cent on the day, having already fallen by 15...
John Rosier
Oct 17, 20235 min read
557 views
0 comments
Next Energy Solar Fund - Quarterly update
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £541m, 91.7p, 5.2 per cent of JIC Portfolio (5.0 per cent...
John Rosier
Aug 17, 20234 min read
493 views
0 comments
JIC Portfolio Trades - A Little Housekeeping
#jicportfoliotrade
John Rosier
Aug 10, 20234 min read
696 views
0 comments
Current thoughts on my positions - Part I
#portfoliothoughts
John Rosier
Jul 11, 20236 min read
754 views
0 comments
NextEnergy Solar Fund - Falling Price Review
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £564m, 95.6p, 5.0 per cent of JIC Portfolio (5.0 per cent...
John Rosier
Jun 27, 20232 min read
382 views
0 comments
NextEnergy Solar Fund - Results
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £591m, 100.2p, 5.0 per cent of JIC Portfolio (5.0 per cent...
John Rosier
Jun 19, 20235 min read
326 views
0 comments
Next Energy Solar Fund - Notes from last week's presentation at Mello
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £599m, 103.0p, 5.3 per cent of JIC Portfolio (5.0 per cent...
John Rosier
May 30, 20232 min read
320 views
0 comments