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John Rosier
Jun 6, 20242 min read
Luceco - Rising Review Price raised
Luceco (LUCE.L; AFTSE Small Cap. Market capitalisation: £308m, 192p, 3.4% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)...
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John Rosier
Jun 3, 20249 min read
May 2024 - Further progress
Background May turned out to be another strong month for financial assets. Equities led the way, with the NASDAQ Composite up 6.9%, the...
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John Rosier
Jun 1, 20242 min read
Weekend Roundup - Encouraging progress
#weekendroundup Encouraging progress, but still another 3.2% need to exceed 30 June 2021's £696,562 Returns of selected markets over the...
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John Rosier
Jun 1, 20241 min read
Calendar and Dividends
#calendar #dividends Funds' Portfolio Dividends JIC Portfolio Dividends
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John Rosier
May 29, 20247 min read
Bloomsbury Publishing - Sensible acqusition of North American academic publishing business
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £453m, 558p and 5.0% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
248 views0 comments
John Rosier
May 28, 20241 min read
Premier Foods - Rising Price Review
Premier Foods (PFD.L, FTSE 250, Market Cap £1.5bn, 174.3p, Medium Risk/High Reward, 4.0 per cent target, currently 4.0% of JIC Portfolio)...
262 views0 comments
John Rosier
May 25, 20243 min read
Weekend Roundup
The moon from Wandsworth #weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the...
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John Rosier
May 23, 20241 min read
Calendar and Dividend Schedule
JIC Dividends Funds' Portfolio Dividends
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John Rosier
May 23, 20244 min read
Bloomsbury Publishing - Tremendous results, including a 25% dividend increase.
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £487m, 600p and 5.5% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
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John Rosier
May 23, 20243 min read
Hargreaves Lansdown - Receives bid approach from a serious consortium
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.7bn, 979p, 5.3 per cent of JIC Portfolio (Medium Risk/High Reward 5.0 per cent...
332 views0 comments
John Rosier
May 22, 20241 min read
Niox Group - AGM trading update
NIOX Group (CIR, AIM All-Share, Market Cap £274m, 72.6p, 3.8% of JIC Portfolio, Medium Risk/High Reward 3.0% target position)...
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John Rosier
May 22, 20242 min read
4imprint - AGM update
4imprint (FOUR.L, FTSE 250, Market Cap £1.74bn, 6190p, Medium Risk/High Reward, 2.9 per cent target, currently 3.0% of JIC Portfolio)...
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John Rosier
May 21, 20242 min read
Gamma Communications
Gamma Communications (GAMA.L, AIM 50, Market Cap £1.45bn, 1490p, Medium Risk/High Reward, 3.0% target, currently 3.1% of JIC Portfolio)....
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John Rosier
May 18, 20243 min read
Weekend Roundup - Closing the gap!
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
370 views0 comments
John Rosier
May 16, 20241 min read
Gamma Communications - Rising Price Review
Gamma Communications (GAMA.L, AIM 50, Market Cap £1.43bn, 1473p, Medium Risk/High Reward, 3.0% target, currently 3.1% of JIC Portfolio)....
279 views0 comments
John Rosier
May 16, 20244 min read
Premier Foods - Strong performance in 2023/24
Premier Foods (PFD.L, FTSE 250, Market Cap £1.5bn, 168.6p, Medium Risk/High Reward, 4.0 per cent target, currently 4.0% of JIC Portfolio)...
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John Rosier
May 15, 20241 min read
Some bookkeeping
I have just updated the website to include today's trades. The eagle-eyed readers of my diary will notice some changes to the "My target...
336 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 15, 20243 min read
NextEnergy Solar Fund - Update as at 31st March
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £455m, 77p, 3.3 per cent of JIC Portfolio (3.5 per cent...
319 views0 comments
John Rosier
May 14, 20242 min read
Luceco - Solid start to 2024
Luceco (LUCE.L; AFTSE Small Cap. Market capitalisation: £273m, 169p, 3.1% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)...
212 views0 comments
John Rosier
May 14, 20244 min read
Greggs - Trading update
Greggs (GRG.L; FTSE 250. Market capitalisation: £2860m, 2818p, 2.9% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)...
238 views0 comments
John Rosier
May 14, 20242 min read
Renew Holdings - Superb H1 results
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £793m, 1002p, 4.6% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
213 views0 comments
John Rosier
May 12, 20242 min read
Weekend Roundup - Another encouraging week
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
346 views0 comments