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![Sylvania Platinum - Q3 update](https://static.wixstatic.com/media/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.webp)
John Rosier
Apr 28, 20233 min read
Sylvania Platinum - Q3 update
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £237m, 89p, 4.8% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
371 views0 comments
![JIC Portfolio Trade](https://static.wixstatic.com/media/cb8ce5_292f0c9e8fd14ff2be4bd5332438ff0e~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_292f0c9e8fd14ff2be4bd5332438ff0e~mv2.webp)
John Rosier
Apr 3, 20231 min read
JIC Portfolio Trade
#jicportfoliotrade Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £245m, 92p, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0%...
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![Sylvania Platinum - H1 results and new dividend policy gives clarity](https://static.wixstatic.com/media/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.webp)
John Rosier
Feb 21, 20236 min read
Sylvania Platinum - H1 results and new dividend policy gives clarity
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £266m, 100p, 6.7% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
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![Q2 update from Sylvania Platinum](https://static.wixstatic.com/media/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.webp)
John Rosier
Jan 30, 20233 min read
Q2 update from Sylvania Platinum
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £284m, 106.5p, 7.1% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
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![](https://static.wixstatic.com/media/11062b_684136b6b01b4f7b9d49dcf43456ab6c~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_684136b6b01b4f7b9d49dcf43456ab6c~mv2.webp)
![Thumbnail New Year review of each position - Numbers 1-5](https://static.wixstatic.com/media/11062b_684136b6b01b4f7b9d49dcf43456ab6c~mv2.jpg/v1/fill/w_296,h_222,fp_0.50_0.50,q_90,enc_auto/11062b_684136b6b01b4f7b9d49dcf43456ab6c~mv2.webp)
John Rosier
Jan 25, 20234 min read
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...
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![Sylvania Platinum - target price breached and raised to 140p](https://static.wixstatic.com/media/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.webp)
John Rosier
Jan 16, 20232 min read
Sylvania Platinum - target price breached and raised to 140p
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £297m, 111.4p, 7.2% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
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![Sylvania Platinum update - Excellent Q1- continues to gush gash](https://static.wixstatic.com/media/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.webp)
John Rosier
Oct 31, 20224 min read
Sylvania Platinum update - Excellent Q1- continues to gush gash
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £234m, 87.5p, 6.3% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
357 views0 comments
![](https://static.wixstatic.com/media/11062b_2ccd9b380e6d4198a11bb64c320112cd~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_2ccd9b380e6d4198a11bb64c320112cd~mv2.webp)
![Commodity Exposure III - Likely changes to the JIC Portfolio](https://static.wixstatic.com/media/11062b_2ccd9b380e6d4198a11bb64c320112cd~mv2.jpg/v1/fill/w_296,h_222,fp_0.50_0.50,q_90,enc_auto/11062b_2ccd9b380e6d4198a11bb64c320112cd~mv2.webp)
John Rosier
Oct 26, 20225 min read
Commodity Exposure III - Likely changes to the JIC Portfolio
#commodities Today, the JIC Portfolio exposure to commodity stocks, excluding oil and gas, is as follows: Sylvania Platinum 7.1 per cent...
551 views0 comments
![](https://static.wixstatic.com/media/11062b_2ccd9b380e6d4198a11bb64c320112cd~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_2ccd9b380e6d4198a11bb64c320112cd~mv2.webp)
![Commodity Exposure - How has it performed?](https://static.wixstatic.com/media/11062b_2ccd9b380e6d4198a11bb64c320112cd~mv2.jpg/v1/fill/w_296,h_222,fp_0.50_0.50,q_90,enc_auto/11062b_2ccd9b380e6d4198a11bb64c320112cd~mv2.webp)
John Rosier
Oct 24, 20222 min read
Commodity Exposure - How has it performed?
#portfoliothoughts #commodities A year ago, I posted two diary entries outlining why I had such a high exposure to commodities: Here and...
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![Sylvania Platinum - future growth prospects](https://static.wixstatic.com/media/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.webp)
John Rosier
Oct 24, 20225 min read
Sylvania Platinum - future growth prospects
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £260m, 97p, 7.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
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![Sylvania Platinum - 10% dividend yield!](https://static.wixstatic.com/media/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.webp)
John Rosier
Sep 8, 20223 min read
Sylvania Platinum - 10% dividend yield!
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £216m, 81p, 5.6% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
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![Sylvania Platinum - Q4 update](https://static.wixstatic.com/media/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.webp)
John Rosier
Jul 28, 20223 min read
Sylvania Platinum - Q4 update
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £237m, 87p, 6.1% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
387 views0 comments
![Serica Energy (Eigg spud) and Sylvania Platinum (Q4 production hits target)](https://static.wixstatic.com/media/cb8ce5_bd0d8a8965e141ce9c72e89ad0c91f78~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_bd0d8a8965e141ce9c72e89ad0c91f78~mv2.webp)
John Rosier
Jul 11, 20222 min read
Serica Energy (Eigg spud) and Sylvania Platinum (Q4 production hits target)
Serica Energy (SQZ.L AIM All-Share, Market Cap £701m, 300p, 9.3% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
389 views0 comments
![](https://static.wixstatic.com/media/cb8ce5_7c12748a9a644822b006795319bc6699~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/cb8ce5_7c12748a9a644822b006795319bc6699~mv2.webp)
![Thumbnail thoughts on each holding - Part I - Holdings 1-5](https://static.wixstatic.com/media/cb8ce5_7c12748a9a644822b006795319bc6699~mv2.jpg/v1/fill/w_296,h_222,fp_0.50_0.50,q_90,enc_auto/cb8ce5_7c12748a9a644822b006795319bc6699~mv2.webp)
John Rosier
May 11, 20224 min read
Thumbnail thoughts on each holding - Part I - Holdings 1-5
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1240m, 670p, 9.6% of JIC Portfolio (target 7.5%) and 13.4% of JIC...
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![Sylvania Platinum - Commences share buyback](https://static.wixstatic.com/media/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.webp)
John Rosier
May 9, 20222 min read
Sylvania Platinum - Commences share buyback
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £243m, 89p, 6.1% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
286 views0 comments
![Sylvania Platinum Q3 in line but CEO confident of strong Q4](https://static.wixstatic.com/media/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.webp)
John Rosier
Apr 29, 20223 min read
Sylvania Platinum Q3 in line but CEO confident of strong Q4
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £246m, 90p, 6.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
338 views0 comments
![Sylvania ex-dividend 2.25p and some commodity charts](https://static.wixstatic.com/media/cb8ce5_96e9f430fa1a4885b9d7df6be4e66928~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_96e9f430fa1a4885b9d7df6be4e66928~mv2.webp)
John Rosier
Mar 3, 20221 min read
Sylvania ex-dividend 2.25p and some commodity charts
This morning, Sylvania Platinum went ex its windfall dividend of 2.25p per share With commodities on the move again, there are some up to...
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![Sylvania Platinum - Half year results with "windfall dividend"](https://static.wixstatic.com/media/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.webp)
John Rosier
Feb 21, 20224 min read
Sylvania Platinum - Half year results with "windfall dividend"
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £276m, 101p, 6.9% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
422 views0 comments
![Sylvania Platinum - Q2 update](https://static.wixstatic.com/media/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_91ceef653d354cfc8dcaba81030f0ec8~mv2.webp)
John Rosier
Jan 31, 20223 min read
Sylvania Platinum - Q2 update
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £270m, 99p, 6.7% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight. ...
413 views0 comments
![Loose ends - Cash, Sylvania Platinum, and Venture Life](https://static.wixstatic.com/media/cb8ce5_2818f1a0bcae4324b522ea0c32ddb915~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_2818f1a0bcae4324b522ea0c32ddb915~mv2.webp)
John Rosier
Oct 26, 20214 min read
Loose ends - Cash, Sylvania Platinum, and Venture Life
#portfoliothoughts Cash! The other day I was asked whether there is a time that I would hold a greater percentage of cash in the...
506 views0 comments