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John Rosier
Dec 12, 20241 min read
JIC Portfolio Trade - Added to existing position
Pollen Street Group (POLN.L; FTSE Small Cap. Market capitalisation: £446m, 731p, 5.0% of JIC Portfolio. Medium Risk/High Reward = 5.0%...
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John Rosier
Dec 12, 20243 min read
Pollen Street - Decent Q3 update
Pollen Street Group (POLN.L; FTSE Small Cap. Market capitalisation: £446m, 728p, 4.2% of JIC Portfolio. Medium Risk/High Reward = 4.0%...
271 views0 comments
John Rosier
Sep 11, 20247 min read
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...
630 views3 comments
John Rosier
Sep 4, 20241 min read
JIC Portfolio Trades - Holding sold and added to an existing position (Pollen Street)
#jicportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1034m, 503p, 0.0% of JIC Portfolio (target 0.0%)...
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John Rosier
Sep 4, 20244 min read
Pollen Street - Interim Results - steady growth
Pollen Street Group (POLN.L; FTSE Small Cap. Market capitalisation: £436m, 700p, 3.7% of JIC Portfolio. Medium Risk/High Reward = 4.0%...
307 views0 comments
John Rosier
Jun 18, 20241 min read
JIC Portfolio Trades - Two existing positions increased to target weights
#jicportfoliotrades With the proceeds of my sale of Hargreaves Lansdown to 3.0%, I have increased two positions up to their target...
592 views0 comments
John Rosier
May 8, 20245 min read
JIC Portfolio Trade - New position bought
#jicportfoliotrade Intermediate Capital, an FTSE 100 company, was valued at one-tenth of its current valuation fifteen years ago. In...
918 views0 comments