Search
John Rosier
Sep 16, 20247 min read
Wilmington - Final Results - A year of good progress
Wilmington (WIL.L.  Market capitalisation: £344m, 384p, 3.2% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)  Wilmington...
243 views0 comments
John Rosier
Sep 12, 20245 min read
Current thoughts on my positions - Part III (Part IV tomorrow and final part on Monday)
Lundin Mining 657p, 3.5% of the JIC Portfolio . Recent addition to the Portfolio with dairy entry HERE . Never mind the poor short-term...
517 views0 comments
John Rosier
Jul 24, 20241 min read
JIC Portfolio Trades - Increased two positions to 3.0%, funded by the complete sale of another
#jicportfoliotrades Wilmington (WIL.L.  Market capitalisation: £338m, 375p, 3.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target...
541 views0 comments
John Rosier
Jul 24, 20243 min read
Wilmington - Year-end trading update
Wilmington (WIL.L.  Market capitalisation: £338m, 375p, 2.3% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)  Wilmington...
233 views0 comments
John Rosier
Jun 27, 20243 min read
Wilmington - Sale of UK Healthcare
Wilmington (WIL.L.  Market capitalisation: £338m, 375p, 2.4% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight) Wilmington...
236 views0 comments
John Rosier
Feb 19, 20243 min read
Wilmington - Interim Results
Wilmington (WIL.L.  Market capitalisation: £308m, 344p, 2.5% of JIC Portfolio. Medium Risk/High Reward = 4.0% target weight) Wilmington...
322 views0 comments
John Rosier
Feb 9, 20241 min read
JIC Portfolio Trades
#jicportfoliotrade I have reinvested the cash from the Glencore reduction. I have increased the three recently purchased new positions...
652 views0 comments
John Rosier
Feb 2, 20243 min read
JIC Portfolio Trade - Third new position bought today
#jicportfoliotrade Wilmington (WIL.L.  Market capitalisation: £296m, 332p, 1.8% of JIC Portfolio. Medium Risk/High Reward = 2.5% initial...
604 views0 comments