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Serica Energy - 2024 Results
Serica Energy (SQZ.L AIM All-Share, Market Cap £523m, 134p, 4.8% of JIC Portfolio. (5.0% target) www.serica-energy.com  North Sea oil &...
John Rosier
Apr 17 min read
293 views
0 comments
Serica Energy. Triton restart delayed.
This is another disappointing update from Serica regarding the Triton field. Having hoped it would restart production this month, it now...
John Rosier
Mar 191 min read
223 views
0 comments
Serica Energy - Good news - Possible merger of Serica and Enquest with a return of capital to Serica shareholders
Serica Energy (SQZ.L AIM All-Share, Market Cap £548m, 125p, 4.5% of JIC Portfolio. (5.0% target) www.serica-energy.com  North Sea oil &...
John Rosier
Mar 71 min read
393 views
0 comments
Two pieces of good news this morning!
Two pieces of good news today.  Serica Energy (SQZ.L AIM All-Share, Market Cap £548m, 125p, 4.5% of JIC Portfolio. (5.0% target) ...
John Rosier
Feb 273 min read
367 views
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Serica Energy - Triton down again!
Hobart from Mount Wellington
John Rosier
Feb 183 min read
300 views
0 comments
Serica Energy - Update on license from OFAC
Serica Energy (SQZ.L AIM All-Share, Market Cap £548m, 140p, 4.9% of JIC Portfolio. (5.0% target) www.serica-energy.com  North Sea oil...
John Rosier
Feb 31 min read
388 views
0 comments
Serica Energy - Year-end update
Serica Energy (SQZ.L AIM All-Share, Market Cap £588m, 152p, 5.3% of JIC Portfolio. (5.0% target) www.serica-energy.com  North Sea oil &...
John Rosier
Jan 216 min read
333 views
0 comments
Serica Energy - Production update
Serica Energy (SQZ.L AIM All-Share, Market Cap £588m, 150.8p, 5.1% of JIC Portfolio. (5.0% target) www.serica-energy.com  North Sea oil...
John Rosier
Jan 73 min read
369 views
0 comments
Serica Energy - Acquisition of assets
Serica Energy (SQZ.L AIM All-Share, Market Cap £512m, 131p, 4.4% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
John Rosier
Dec 12, 20243 min read
295 views
0 comments
Serica Energy - Triton of line again - Forecast 2024 production reduced
Serica Energy (SQZ.L AIM All-Share, Market Cap £512m, 132p, 4.4% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
John Rosier
Dec 5, 20242 min read
330 views
0 comments
Serica Energy - Trading update
Serica Energy (SQZ.L AIM All-Share, Market Cap £540m, 133p, 4.6% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
John Rosier
Nov 26, 20245 min read
358 views
0 comments
JIC Portfolio Trades - Two positions reduced to 5.0% each - Provides a little cash for re-investment
#jicportfoliotrades
John Rosier
Oct 30, 20242 min read
498 views
0 comments
Serica Energy - Triton field offline for three weeks - production guidance lowered
Serica Energy (SQZ.L AIM All-Share, Market Cap £497m, 127p, 5.5% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
John Rosier
Oct 29, 20242 min read
260 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
Serica Energy CEO - "current valuation is crazy, baffling" - I have added to the position (again), funded by reducing another position
Serica Energy (SQZ.L AIM All-Share, Market Cap £457m, 118p, 4.6% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
John Rosier
Sep 10, 20241 min read
484 views
2 comments
Serica Energy - Robust cash flow even after high EPL. Tailwind tax losses help - 9.0p interim dividend
Serica Energy (SQZ.L AIM All-Share, Market Cap £457m, 118p, 4.6% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
John Rosier
Sep 10, 20246 min read
305 views
0 comments
JIC Portfolio Trade - added to an existing position
#jicportfoliotrade
John Rosier
Jul 30, 20243 min read
561 views
0 comments
Serica Energy AGM statement and it went ex-dividend a massive 14p this morning
Serica Energy (SQZ.L AIM All-Share, Market Cap £534m, 137p, 4.7% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
John Rosier
Jun 27, 20244 min read
404 views
0 comments
Catch up with John Hughman (recorded yesterday) and a brief comment on Serica Energy.
#portfoliothoughts Yesterday, in addition to listening to the Serica Energy results presentation, I chatted with John Hughman, formerly...
John Rosier
Apr 25, 20241 min read
373 views
0 comments
Serica Energy - Looks short of forecasts but a chunky dividend and instigation of share buyback
Serica Energy (SQZ.L AIM All-Share, Market Cap £763m, 194p, 7.1% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Apr 24, 202410 min read
393 views
0 comments