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John Rosier
Aug 22, 20223 min read
JIC Portfolio - sales to raise cash for the purchase of Ecofin Global Utilities...
#jicportfoliotrades You can’t make an omelette without breaking some eggs! To finance the purchase of Ecofin Global Utilities and...
750 views0 comments
John Rosier
Aug 9, 20222 min read
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)...
264 views0 comments
John Rosier
Jul 7, 20222 min read
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)...
396 views0 comments
John Rosier
Jul 5, 20223 min read
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...
371 views0 comments
John Rosier
Jun 13, 20222 min read
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...
419 views0 comments
John Rosier
May 17, 20226 min read
Thumbnail thoughts on each holding Part III. Stocks 11-15
#portfoliothoughts K3 Capital: (K3C.L, AIM All Share: Market Cap £165m, 225p, 4.5% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)...
534 views0 comments
John Rosier
May 10, 20222 min read
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...
276 views0 comments
John Rosier
Apr 12, 20221 min read
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...
413 views0 comments
John Rosier
Apr 12, 20223 min read
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...
367 views0 comments
John Rosier
Dec 16, 20211 min read
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,...
427 views0 comments
John Rosier
Dec 7, 20213 min read
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...
320 views0 comments
John Rosier
Nov 18, 20212 min read
Three Trades in JIC Portfolio
#jicportfoliotrade Lundin Energy (LUNE.SS, Market Cap £8212m, SEK 320, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target...
609 views0 comments
John Rosier
Nov 18, 20212 min read
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...
396 views0 comments
John Rosier
Oct 18, 20212 min read
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,...
318 views0 comments
John Rosier
Aug 11, 20211 min read
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...
629 views0 comments
John Rosier
Jul 20, 20212 min read
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...
320 views0 comments
John Rosier
Jul 19, 20212 min read
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...
183 views0 comments
John Rosier
Jul 1, 20212 min read
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:...
112 views0 comments
John Rosier
Jun 11, 20212 min read
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...
290 views0 comments
John Rosier
May 25, 20215 min read
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...
788 views0 comments