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John Rosier
May 10, 20241 min read
Calendar and Dividends
#calendar #dividends JIC Portfolio Funds' Portfolio
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John Rosier
May 9, 20242 min read
Harbour Energy - Trading update ahead of AGM
Harbour Energy (HBR.L, Market Capitalisation: £2.1bn, 280p, 3.7% of JIC Portfolio, Medium Risk/High Reward =4.0% target weight)....
330 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
May 7, 20241 min read
Renew Holdings - Rising Price Review
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £756m, 974p, 4.5% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
278 views0 comments
John Rosier
May 4, 20242 min read
Weekend Roundup
The sun is shining! #weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last...
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John Rosier
May 2, 20249 min read
April 2024 Review - That's better!
Background It started to sink in that interest rates in the US would stay higher for longer. Inflation was proving stickier than expected...
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John Rosier
Apr 30, 20241 min read
Funds' Portfolio Trades
#fundsportfoliotrade L&G Gold Miners ETF (AUCP.L) Price 2876p 5.0% of the Funds’ Portfolio and 0.7% of the JIC Portfolio. Further to...
418 views0 comments
John Rosier
Apr 30, 20244 min read
Sylvania Platinum - Q3 update to 31st March
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £184m, 70p, 3.3% of JIC Portfolio, Medium Risk/High Reward = 2.5% target weight....
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John Rosier
Apr 30, 20243 min read
Hargreaves Lansdown - Q3 update to 31st March. Encouraging numbers!
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.7bn, 740p, 4.5 per cent of JIC Portfolio (Medium Risk/High Reward 5.0 per cent...
214 views0 comments
John Rosier
Apr 30, 20244 min read
IG Design - Light the blue touch paper and stand well back!
IG Design (IGR.L AIM All-Share, Market Cap £119m, 121.5p, 3.8 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...
373 views0 comments
John Rosier
Apr 29, 20242 min read
Funds' Portfolio Trades - Added to a position by trimming some others!
#fundportfoliotrade L&G Gold Miners ETF (AUCP.L) Price 2976p 4.4% of the Funds’ Portfolio and 0.7% of the JIC Portfolio. In addition to...
590 views0 comments
John Rosier
Apr 27, 20242 min read
Weekend Roundup: The JIC Portfolio ended the week at its highest since last May. Are gold equities cheap?
Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the last year can...
373 views0 comments
John Rosier
Apr 26, 20241 min read
Calendar and Dividends
#calendar #dividends JIC Portfolio Funds' Portfolio
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John Rosier
Apr 25, 20241 min read
Catch up with John Hughman (recorded yesterday) and a brief comment on Serica Energy.
#portfoliothoughts Yesterday, in addition to listening to the Serica Energy results presentation, I chatted with John Hughman, formerly...
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John Rosier
Apr 24, 20243 min read
Jet2 - Year-end trading update
Jet2 (JET2.L, AIM 50, Market Cap £3.2bn, 1443p, Medium Risk/High Reward, 3.0% target, currently 2.7% of JIC Portfolio)  www.jet2plc.com...
287 views0 comments
John Rosier
Apr 24, 202410 min read
Serica Energy - Looks short of forecasts but a chunky dividend and instigation of share buyback
Serica Energy (SQZ.L AIM All-Share, Market Cap £763m, 194p, 7.1% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
393 views0 comments
John Rosier
Apr 22, 20243 min read
PayPoint - Year-end trading update - Share buybacks on the way
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £353m, 486p, 4.8% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
374 views0 comments
John Rosier
Apr 20, 20242 min read
Weekend Roundup
#weekendroundup The Ghent altarpiece - well worth a trip! Returns of selected markets over the last week and since 1st January. This...
272 views0 comments
John Rosier
Apr 20, 20241 min read
Calendar and Dividends
#calendar #dividends JIC Portfolio dividends Funds' Portfolio dividends
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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 13, 20242 min read
Weekend Roundup - That's better
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
325 views0 comments
John Rosier
Apr 12, 20241 min read
Calendar and Dividend Schedule
#calendar #dividends
109 views0 comments