Search

Serica Energy - Increases its Reserves
Serica Energy (SQZ.L AIM All-Share, Market Cap £700m, 172p, 6.6% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Mar 7, 20243 min read
344 views
0 comments

JIC Portfolio Trades - Trimmed a position to add to today's big faller!
#jicportfoliotrades
John Rosier
Feb 5, 20241 min read
810 views
0 comments

Serica Energy - Operations update - It needs to do more to realise shareholder value!
Serica Energy (SQZ.L AIM All-Share, Market Cap £783m, 200p, 7.0% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Feb 5, 20246 min read
398 views
0 comments

Serica Energy - New borrowing facility reveals its ambition
Serica Energy (SQZ.L AIM All-Share, Market Cap £810m, 207p, 7.3% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Dec 18, 20232 min read
348 views
0 comments

Serica Energy Operations update
Serica Energy (SQZ.L AIM All-Share, Market Cap £842m, 215p, 7.8% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Dec 6, 20237 min read
352 views
0 comments

Serica Energy - Buys stake in the Greater Buchan Area
Serica Energy (SQZ.L AIM All-Share, Market Cap £809m, 213p, 7.4% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Nov 23, 20235 min read
312 views
0 comments

Serica Energy H1 Results - cash gusher
Serica Energy (SQZ.L AIM All-Share, Market Cap £1033m, 268p, 9.2% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Sep 19, 20236 min read
430 views
0 comments

Current thoughts on my positions - Part I
#portfoliothoughts
John Rosier
Jul 11, 20236 min read
754 views
0 comments

Falling Price Review - Serica Energy
Serica Energy (SQZ.L AIM All-Share, Market Cap £767m, 199.7p, 7.2% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Jul 7, 20232 min read
375 views
0 comments

Serica Energy - AGM update and ex-dividend 14p today
Serica Energy (SQZ.L AIM All-Share, Market Cap £868m, 226p, 7.9% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Jun 29, 20234 min read
371 views
0 comments


Happy Friday II - "Hunt to soften energy windfall tax"
Nice to see this on the front of the FT this morning. No details yet, but it must be good news for my two oil & gas positions, Serica...
John Rosier
Jun 9, 20231 min read
335 views
0 comments

Serica Energy - 2022 results and 14p final dividend
Serica Energy (SQZ.L AIM All-Share, Market Cap £919m, 241p, 8.0% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Apr 13, 20236 min read
428 views
0 comments

Serica Energy - significant uplift to its reserves
Serica Energy (SQZ.L AIM All-Share, Market Cap £869m, 228p, 7.7% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Apr 5, 20232 min read
393 views
0 comments

Serica Energy - Acquisition of Tailwind completed
Serica Energy (SQZ.L AIM All-Share, Market Cap £845m, 220p, 7.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Mar 23, 20233 min read
353 views
0 comments

JIC Portfolio Trade - added to an existing position
#jicportfoliotrade
John Rosier
Mar 9, 20232 min read
586 views
0 comments

Serica Energy - First production at Tailwind's Gannet well GE-04
Serica Energy (SQZ.L AIM All-Share, Market Cap £655m, 254p, 7.3% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Feb 20, 20232 min read
374 views
0 comments

Serica Energy - Operations update
Serica Energy (SQZ.L AIM All-Share, Market Cap £655m, 240p, 6.9% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Feb 7, 20234 min read
370 views
0 comments

Serica Energy - Tailwind acquisition approved
Serica Energy (SQZ.L AIM All-Share, Market Cap £667m, 254p, 7.3% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Jan 27, 20231 min read
342 views
0 comments


Thumbnail New Year review of each position - Numbers 1-5
Here is my latest thumbnail review of each position. Numbers one to five represent 36% of the portfolio by value. I will endeavour to...
John Rosier
Jan 25, 20234 min read
739 views
0 comments

Serica Energy - Circular and presentation re-acquisition of Tailwind
Serica Energy (SQZ.L AIM All-Share, Market Cap £710m, 260, 7.6% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Jan 9, 20237 min read
411 views
0 comments