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John Rosier
Jul 30, 20243 min read
JIC Portfolio Trade - added to an existing position
#jicportfoliotrade Serica Energy (SQZ.L AIM All-Share, Market Cap £505m, 125p, 4.9% of JIC Portfolio, (Low Risk/High Reward, 5.0%...
560 views0 comments
John Rosier
Jul 16, 20243 min read
JIC Portfolio Trades - Revisiting an Old Position - funded by trimming another turnaround story and cash
#jicportfoliotrade Capita (CPI.L FTSE Small Cap Index, Market Cap £364m, 20.8p, 2.0% of JIC Portfolio, (Medium Risk/High Reward, target...
637 views0 comments
John Rosier
Jun 13, 20241 min read
JIC Portfolio Trades - Increased a position to target weight, funded by reducing another
#jicportfoliotrade Bioventix (BVXP.L, AIM market, Market Capitalisation; £206m, 3950p, Low Risk/ Medium Reward, 5.0 per cent of JIC...
530 views0 comments
John Rosier
May 15, 20241 min read
JIC Portfolio Trade
#jicportfoliotrade L&G Gold Miners ETF (AUCP.L) Price 3062p 5.0% of the Funds’ Portfolio and 2.5% of the JIC Portfolio. In addition to...
437 views0 comments
John Rosier
May 15, 20241 min read
JIC Portfolio Trade - Holding reduced
#jicportfoliotrade Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £820m, 1058p, 3.0% of JIC Portfolio. Medium Risk/Medium...
387 views0 comments
John Rosier
May 8, 20245 min read
JIC Portfolio Trade - New position bought
#jicportfoliotrade Intermediate Capital, an FTSE 100 company, was valued at one-tenth of its current valuation fifteen years ago. In...
919 views0 comments
John Rosier
May 8, 20241 min read
JIC Portfolio Trades - Four positions trimmed to provide funds for new investment
#jicportfoliotrade I have found one of the most exciting investment ideas I have had in a long time. I think this company will show...
586 views0 comments
John Rosier
Apr 16, 20241 min read
Buy trades in both Portfolios
#jicportfoliotrade #fundsportfoliotrade L&G Gold Miners ETF (AUCP.L) Price 2833.5p The gold price has been on a tear over the last few...
675 views0 comments
John Rosier
Apr 15, 20241 min read
JIC Portfolio Trade - Added to an existing position
#jicportfoliotrade Luceco (LUCE.L; AFTSE Small Cap. Market capitalisation: £255m, 154p, 3.0% of JIC Portfolio. Medium Risk/High Reward =...
528 views0 comments
John Rosier
Apr 12, 20241 min read
JIC Portfolio Trade - added to a position
#jicportfoliotrade Gamma Communications (GAMA.L, AIM 50, Market Cap £1.33bn, 1354p, Medium Risk/High Reward, 3.0% target, currently 3.0%...
468 views0 comments
John Rosier
Apr 8, 20245 min read
JIC Portfolio Trade - New Position
#jicportfoliotrade Greggs (GRG.L; FTSE 250. Market capitalisation: £2842m, 2812p, 0.5% of JIC Portfolio. Medium Risk/High Reward = 3.0%...
616 views0 comments
John Rosier
Mar 4, 20241 min read
JIC Portfolio Trade - New Position
#jicportfoliotrade Herald Investment Trust (HRI.L FTSE 250 Index, Market Cap £1162m, 2123p, 2.5% of JIC Portfolio, (2.0% target), 5.0% of...
535 views0 comments
John Rosier
Mar 4, 20241 min read
JIC Portfolio Trade
#jicportfoliotrade ME International (MEGP.L FTSE 250 Index, Market Cap £628m, 165p, 5.0 per cent of JIC Portfolio, (Medium Risk/High...
441 views0 comments
John Rosier
Feb 15, 20245 min read
JIC Portfolio Trade - New Position
#jicportfoliotrade Gamma Communications (GAMA.L, AIM 50, Market Cap £1.19bn, 1238p, Medium Risk/High Reward, 4.0% target, currently 2.5%...
642 views0 comments
John Rosier
Feb 14, 20242 min read
JIC Portfolio Trade - Position sold
#jicportfoliotrade Ecora Resources (ECOR.L, Market Capitalisation: £208m, 80p, 0.0% of JIC Portfolio, Medium Risk/Medium Reward =2.5%...
493 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...
649 views0 comments
John Rosier
Feb 9, 20241 min read
JIC Portfolio Trade - Position reduced
#jicportfoliotrade Glencore (GLEN.L, Market Capitalisation: £48bn, 392p, 2.5% of JIC Portfolio, Medium Risk/Medium Reward =2.5% target...
440 views0 comments
John Rosier
Feb 6, 20242 min read
JIC Portfolio Trades - Reduced one position, added to another
#jicportfoliotrade Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £136m, 52p, 2.6% of JIC Portfolio, Medium Risk/High Reward = 2.5%...
619 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...
601 views0 comments
John Rosier
Feb 2, 20246 min read
JIC Portfolio Trade - Second new position of the day
#jicportfoliotrade Hvivo (HVO.L; AIM All-Share. Market capitalisation: £200m, 30p, 1.8% of JIC Portfolio. Medium Risk/High Reward = 2.5%...
610 views0 comments