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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 11, 20242 min read
JIC Portfolio Trades - One position sold and added to another
Greggs (GRG.L; FTSE 250. Market capitalisation: £2819m, 2874p, 3.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)...
620 views0 comments
John Rosier
Apr 11, 20244 min read
Polar Capital Holdings - Super Q4 and net inflows at last
Polar Capital Holdings (POLR.L, Market Capitalisation: £463m, 457p, 4.0 % of JIC Portfolio, Medium Risk/High Reward = 4.0% target)...
395 views0 comments
John Rosier
Apr 9, 20243 min read
Hvivo - 2023 Results
Hvivo (HVO.L; IM All-Share. Market capitalisation: £200m, 29p, 2.3% of JIC Portfolio. Medium Risk/High Reward = 2.5% target weight) hVIVO...
335 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
Apr 6, 20243 min read
Weekend Roundup - I'd like to see more share buybacks
#weekendroundup Reconstructed Roman Villa at The Newt, Somerset ("free" entry if you lunch at The Newt!) Returns of selected markets over...
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John Rosier
Apr 5, 20241 min read
Calendar and Dividend Schedule
#calendar #dividends JIC Portfolio Dividends Funds' Portfolio Dividends
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John Rosier
Apr 5, 20248 min read
March 2024 Review
The Newt, Somerset (only for lunch!) March 2024 Background It was easy to make money in March; equities, bonds, commodities, gold, and...
404 views0 comments
John Rosier
Apr 2, 20242 min read
Renew Holdings - Half-year update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £731m, 924p, 4.6% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
263 views0 comments
John Rosier
Mar 30, 20242 min read
Weekend Roundup
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
368 views0 comments
John Rosier
Mar 30, 20241 min read
Calendar and Dividends
#calendar #dividends JIC Portfolio Dividend Schedule Funds' portfolio Dividend Schedule
178 views0 comments
John Rosier
Mar 27, 20242 min read
4imprint - Rising Price Review - A Nick Sleep type of company?
4imprint (FOUR.L, FTSE 250, Market Cap £1.77bn, 6310p, Medium Risk/High Reward, 3.4 per cent target, currently 3.4% of JIC Portfolio)...
350 views0 comments
John Rosier
Mar 26, 20243 min read
Niox - 2023 Results
NIOX Group (CIR, AIM All-Share, Market Cap £274m, 64.8p, 4.5% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...
351 views0 comments
John Rosier
Mar 26, 20243 min read
Luceco - 2023 Results
Luceco (LUCE.L; AFTSE Small Cap. Market capitalisation: £195m, 121.2p, 2.0% of JIC Portfolio. Medium Risk/High Reward = 4.0% target...
279 views0 comments
John Rosier
Mar 25, 20244 min read
Gamma Communications - Results in line, robust cash generation, dividend up 17% and share buyback
Gamma Communications (GAMA.L, AIM 50, Market Cap £1.32bn, 1240p, Medium Risk/High Reward, 4.0% target, currently 2.7% of JIC Portfolio)....
304 views0 comments
John Rosier
Mar 25, 20244 min read
Bioventix - Reassuringly solid interim results
Bioventix (BVXP.L, AIM market, Market Capitalisation; £240m, 4600p, Low Risk/ Medium Reward, 5.1 per cent of JIC Portfolio - Target 5.0%...
245 views0 comments
John Rosier
Mar 23, 20242 min read
JIC Weekend Roundup
#weekendroundup Silbury Hill, Avebury Returns of selected markets over the last week and since 1st January. This week is sorted by the...
419 views0 comments
John Rosier
Mar 22, 20241 min read
Calendar and Dividends - Busy week ahead, starting with Bioventix and Gamma Communications
#calendar #dividends JIC Portfolio Funds' Portfolio
192 views0 comments
John Rosier
Mar 19, 20241 min read
Funds' Portfolio Trades
#fundsportfoliotrade BlackRock World Mining (BRWM) up to a new target of 10.0% - GlobalX Copper Miners ETF (COPG) sold completely I have...
529 views0 comments
John Rosier
Mar 19, 20243 min read
NESF commissions "Camilla" battery storage
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £432m, 73p, 3.5 per cent of JIC Portfolio (3.5 per cent...
343 views0 comments
John Rosier
Mar 16, 20242 min read
Weekend Roundup
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
359 views0 comments
John Rosier
Mar 16, 20241 min read
Calendar and Dividends
#calendar #dividends JIC Portfolio Funds' Portfolio
116 views0 comments
John Rosier
Mar 14, 20244 min read
IG Group - Q3 update and management changes
IG Group (IGG.L, FTSE Mid-250, Market Cap £2.63bn, 708p, Medium Risk/High Reward, 5.0% target, currently 5.7% of JIC Portfolio) IG Group...
311 views0 comments
John Rosier
Mar 13, 20245 min read
4imprint Results - Another strong performance from this quality compounder
4imprint (FOUR.L, FTSE 250, Market Cap £1.64bn, 5850p, Medium Risk/High Reward, 3.1 per cent target, currently 3.0% of JIC Portfolio)...
255 views0 comments