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JIC Portfolio - sales to raise cash for the purchase of Ecofin Global Utilities...
#jicportfoliotrades
John Rosier
Aug 22, 20223 min read
750 views
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SigmaRoc - Strong H1
SigmaRoc (SRC.L, AIM All-Share, Market Cap £357m, 56p, 2.0% of JIC Portfolio, Medium Risk/Medium Reward, target 2.5%) SigmaRoc is a...
John Rosier
Jul 29, 20223 min read
281 views
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Thumbnail thoughts on each hollding - Part IV. Stocks 16-20
Somero Enterprises (SRC.L, AIM All-Share, Market Cap £219m, 385p, 3.9% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)...
John Rosier
May 19, 20227 min read
460 views
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SigmaRoc reduced to 2.5% - Reducing risk in the portfolio
#jicportfoliotrade
John Rosier
May 5, 20221 min read
405 views
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SigmaRoc - Strong start to 2022
SigmaRoc (SRC.L, AIM All-Share, Market Cap £482m, 75.5p, 4.6% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a...
John Rosier
Apr 26, 20223 min read
189 views
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SigmaRoc - Results ahead of forecasts
SigmaRoc (SRC.L, AIM All-Share, Market Cap £549m, 86p, 5.0% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...
John Rosier
Mar 23, 20223 min read
316 views
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JIC Portfolio trade - Added to SigmaRoc
#jicportfoliotrade
John Rosier
Mar 4, 20221 min read
478 views
0 comments

SigmaRoc acquisition and for the record, Lundin Energy goes ex-dividend 45 USCents
SigmaRoc (SRC.L, AIM All-Share, Market Cap £533m, 83p, 4.4% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...
John Rosier
Jan 4, 20223 min read
361 views
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SigmaRoc - Trading ahead of expectations
SigmaRoc (SRC.L, AIM All-Share, Market Cap £507m, 83p, 4.3% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...
John Rosier
Dec 16, 20214 min read
319 views
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SigmaRoc - Strong momentum continues
SigmaRoc (SRC.L, AIM All-Share, Market Cap £647m, 103p, 5.2% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...
John Rosier
Oct 20, 20213 min read
297 views
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SigmaRoc - Collaboration with Marshalls
SigmaRoc (SRC.L, AIM All-Share, Market Cap £705m, 110p, 5.8% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc announce a...
John Rosier
Sep 10, 20212 min read
233 views
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SigmaRoc - Robust half-year results
SigmaRoc (SRC.L, AIM All-Share, Market Cap 284m, 101p, 5.6% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)
John Rosier
Aug 23, 20212 min read
273 views
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SigmaRoc - completion of Nordkalk acquisition
SigmaRoc (SRC.L, AIM All-Share, Market Cap 280m, 100p, 5.3% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Clearance for...
John Rosier
Aug 16, 20211 min read
261 views
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Three trades - Trimmed Venture Life, Added to Serica and SigmaRoc
#jicportfoliotrade
John Rosier
Jul 30, 20212 min read
660 views
0 comments

SigmaRoc - Transformational acquisition doubles size of Group
SigmaRoc (SRC.L, AIM All-Share, Market Cap 260m, 85p, 4.0% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Transformational...
John Rosier
Jul 16, 20215 min read
345 views
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SigmaRoc - Another piece in the jigsaw
SigmaRoc (SRC.L, AIM All-Share, Market Cap 260m, 93p, 3.9% of JIC Portfolio, Medium Risk/Medium Reward, target 2.5%) It has announced a...
John Rosier
Jun 15, 20212 min read
179 views
0 comments

SigmaRoc update: Robust trading so far in 2021
SigmaRoc (SRC.L, AIM All-Share, Market Cap £231m, 82.5p, 3.9 of JIC Portfolio, Medium Risk/Medium Reward) Trading update Conclusion: We...
John Rosier
May 19, 20212 min read
236 views
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SigmaRoc results - De La Rue update - CAML Q1's
SigmaRoc (SRC.L, AIM All-Share, Market Cap £231m, 83p, 3.8 of JIC Portfolio) Results for the year ended 31st December 2020. Conclusion: I...
John Rosier
Apr 13, 20215 min read
196 views
0 comments

SigmaRoc - expands Continental European business
SigmaRoc acquires Belgian concrete assets. SigmaRoc (SRC.L, AIM All-Share, Market Cap £210m, 75.0p, 3.4 of JIC Portfolio) Conclusion: ...
John Rosier
Apr 7, 20212 min read
7 views
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SigmaRoc - expands Belgian operations
SigmaRoc (SRC.L, AIM All-Share, Market Cap £203m, 75.25p, 3.1% of JIC Portfolio) Conclusion: On the face of it this looks sensible....
John Rosier
Mar 26, 20212 min read
8 views
0 comments