Search
JIC Portfolio - sales to raise cash for the purchase of Ecofin Global Utilities...
#jicportfoliotrades
John Rosier
Aug 22, 20223 min read
750 views
0 comments
Supreme makes small add-on acquisitions
Supreme: (SUP.L: AIM. Market Cap £118m, 103.5p, 3.2% of JIC Portfolio, Medium Risk/High Reward, 5.0% target but not adding now)...
John Rosier
Aug 9, 20222 min read
264 views
0 comments
Supreme - More thoughts
Supreme: (SUP.L: AIM. Market Cap £90m, 73p, 2.6% of JIC Portfolio, Medium Risk/High Reward, 5.0% target but not adding now)...
John Rosier
Jul 7, 20222 min read
396 views
0 comments
Supreme Results okay but it downgrades current year expectations
Supreme: (SUP.L: AIM. Market Cap £147m, 126p, 4.3% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) www.supreme.co.uk A leading...
John Rosier
Jul 5, 20223 min read
371 views
0 comments
Supreme acquisition increases exposure to vaping - earnings enhancing
Supreme: (SUP.L: AIM. Market Cap £154m, 130p, 4.3% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) www.supreme.co.uk A leading...
John Rosier
Jun 13, 20222 min read
419 views
0 comments
Thumbnail thoughts on each holding Part III. Stocks 11-15
#portfoliothoughts
John Rosier
May 17, 20226 min read
535 views
0 comments
Supreme - Reassuring update on McColl's
Supreme: (SUP.L: AIM. Market Cap £157m, 135p, 4.5% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) www.supreme.co.uk A leading...
John Rosier
May 10, 20222 min read
276 views
0 comments
Supreme - More on today's update
Supreme: (SUP.L: AIM. Market Cap £190m, 154p, 5.0% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) www.supreme.co.uk A leading...
John Rosier
Apr 12, 20221 min read
413 views
0 comments
Supreme - Year-end trading update
Supreme: (SUP.L: AIM. Market Cap £221m, 185p, 5.7% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) www.supreme.co.uk A leading...
John Rosier
Apr 12, 20223 min read
367 views
0 comments
Sale of BG Positive Change transacted - Funds' Portfolio updated, and two ex-dividends today
Yesterday's sale of Baillie Gifford Positive Change Fund confirmed by Hargreave Lansdown 1152.61 shares were sold at 380.1p per share,...
John Rosier
Dec 16, 20211 min read
427 views
0 comments
Supreme - A strong H1
Supreme: (SUP.L: AIM. Market Cap £222m, 190p, 5.4% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) www.supreme.co.uk A leading...
John Rosier
Dec 7, 20213 min read
320 views
0 comments
Three Trades in JIC Portfolio
#jicportfoliotrade
John Rosier
Nov 18, 20212 min read
609 views
0 comments
Supreme - A cogent account of the investment case
Supreme: (SUP.L: AIM. Market Cap £215m, 186p, 4.4% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) www.supreme.co.uk A leading...
John Rosier
Nov 18, 20212 min read
397 views
0 comments
Supreme - Robust H1 trading
Supreme: (SUP.L: AIM. Market Cap £211m, 195p, 4.3% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) A leading manufacturer,...
John Rosier
Oct 18, 20212 min read
318 views
0 comments
JIC Portfolio Trades - Added to Supreme, funded by selling Robotics & Automation ETF
#jicportfoliotrade Supreme: (SUP.L: AIM. Market Cap £239m, 210p, 5.0% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) Following...
John Rosier
Aug 11, 20211 min read
629 views
0 comments
Supreme results - Good growth, marginally ahead
Supreme: (SUP.L: AIM. Market Cap £239m, 201p, 2.7% of JIC Portfolio, High Risk/High Reward, 2.5% target) Results for the year ended 31st...
John Rosier
Jul 20, 20212 min read
328 views
0 comments
Supreme - Launches Sealions
Supreme: (SUP.L: AIM. Market Cap £239m, 205p, 2.7% of JIC Portfolio, High Risk/High Reward, 2.5% target) Conclusion: In itself, not earth...
John Rosier
Jul 19, 20212 min read
183 views
0 comments
Supreme adds to its sports nutrition range
Supreme: (SUP.L: AIM. Market Cap £226m, 194p, 2.5% of JIC Portfolio, High Risk/High Reward, 2.5% target) Small acquisition. Conclusion:...
John Rosier
Jul 1, 20212 min read
112 views
0 comments
Supreme - logical and sensible acquisition in Ireland
Supreme: (SUP.L: AIM. Market Cap £233m, 200p, 2.5% of JIC Portfolio, High Risk/High Reward, 2.5% target) Conclusion: This looks a very...
John Rosier
Jun 11, 20212 min read
290 views
0 comments
New Holding - Supreme PLC
#jicportfoliotrade Supreme: (SUP.L: AIM. Market Cap £224m, 189p, 2.5% of JIC Portfolio, High Risk/High Reward) New Holding: Supreme...
John Rosier
May 25, 20215 min read
788 views
0 comments