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JIC Portfolio Trade - Position Sold
Wilmington (WIL.L.  Market capitalisation: £315m, 350p, 0% of JIC Portfolio)  Wilmington plc is a United Kingdom-based company, which is...
John Rosier
Apr 71 min read
357 views
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Two pieces of good news this morning!
Two pieces of good news today.  Serica Energy (SQZ.L AIM All-Share, Market Cap £548m, 125p, 4.5% of JIC Portfolio. (5.0% target) ...
John Rosier
Feb 273 min read
367 views
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Wilmington - Half-year results
Wilmington (WIL.L.  Market capitalisation: £333m, 370p, 3.1% of JIC Portfolio. 3.0% target weight)  Wilmington plc is a United...
John Rosier
Feb 173 min read
237 views
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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...
John Rosier
Sep 16, 20247 min read
257 views
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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...
John Rosier
Sep 12, 20245 min read
523 views
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JIC Portfolio Trades - Increased two positions to 3.0%, funded by the complete sale of another
#jicportfoliotrades
John Rosier
Jul 24, 20241 min read
544 views
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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...
John Rosier
Jul 24, 20243 min read
233 views
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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...
John Rosier
Jun 27, 20243 min read
236 views
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Wilmington - Interim Results
Wilmington (WIL.L.  Market capitalisation: £308m, 344p, 2.5% of JIC Portfolio. Medium Risk/High Reward = 4.0% target weight) Wilmington...
John Rosier
Feb 19, 20243 min read
322 views
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JIC Portfolio Trades
#jicportfoliotrade I have reinvested the cash from the Glencore reduction. I have increased the three recently purchased new positions...
John Rosier
Feb 9, 20241 min read
655 views
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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...
John Rosier
Feb 2, 20243 min read
607 views
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