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John Rosier
Feb 22, 20244 min read
And now Sylvania Platinum Interims
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £140m, 47.5p, 2.5% of JIC Portfolio, Medium Risk/High Reward = 2.5% target weight....
399 views0 comments
John Rosier
Feb 22, 20243 min read
Next up - Hargeaves Lansdown Interims
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.8bn, 740p, 5.1 per cent of JIC Portfolio (Medium Risk/High Reward 5.0 per cent...
277 views0 comments
John Rosier
Feb 22, 20242 min read
Busy morning! Start with Me Group results.
ME International (MEGP.L FTSE 250 Index, Market Cap £500m, 132.8p, 5.8 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
314 views0 comments
John Rosier
Feb 21, 20246 min read
Glencore - 2023 Results
Glencore (GLEN.L, Market Capitalisation: £48bn, 390p, 2.5% of JIC Portfolio, Medium Risk/Medium Reward =2.5% target weight)....
413 views0 comments
John Rosier
Feb 19, 20242 min read
Bloomsbury - Rising Price Review
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £540m, 550p and 5.6% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
299 views0 comments
John Rosier
Feb 19, 20242 min read
Bioventix - Rising Price Review
Bioventix (BVXP.L, AIM market, Market Capitalisation; £258m, 4900p, Low Risk/ Medium Reward, 5.6 per cent of JIC Portfolio - Target 5.0%...
291 views0 comments
John Rosier
Feb 19, 20243 min read
Wilmington - Interim Results
Wilmington (WIL.L.  Market capitalisation: £308m, 344p, 2.5% of JIC Portfolio. Medium Risk/High Reward = 4.0% target weight) Wilmington...
322 views0 comments
John Rosier
Feb 17, 20242 min read
JIC 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...
354 views0 comments
John Rosier
Feb 16, 20241 min read
Calendar and Dividends - Three company results next week
#calendar #dividends
149 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 15, 20243 min read
Jet2 - Trading update - Encouraging start to 2024/25
Jet2 (JET2.L, AIM 50, Market Cap £2.85bn, 1134p, Medium Risk/High Reward, 4.0% target, currently 2.5% of JIC Portfolio)  www.jet2plc.com...
309 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 14, 20243 min read
Bloomsbury - Excellent year-end trading update
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £401m, 491p and 5.2% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
233 views0 comments
John Rosier
Feb 10, 20243 min read
Weekend Roundup and a little on Serica
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
429 views0 comments
John Rosier
Feb 10, 20241 min read
Calendar and Dividend Schedule
#calendar #dividends
123 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 5, 20241 min read
JIC Portfolio Trades - Trimmed a position to add to today's big faller!
#jicportfoliotrades Serica Energy (SQZ.L AIM All-Share, Market Cap £700m, 179p, 7.0% of JIC Portfolio, (Low Risk/High Reward, 7.5%...
810 views0 comments
John Rosier
Feb 5, 20247 min read
January 2024 Review
Background Following the super end to 2023, in January came the hangover. Equity and bond markets started on the wrong foot before...
327 views0 comments
John Rosier
Feb 5, 20246 min read
Serica Energy - Operations update - It needs to do more to realise shareholder value!
Serica Energy (SQZ.L AIM All-Share, Market Cap £783m, 200p, 7.0% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
398 views0 comments
John Rosier
Feb 3, 20243 min read
Weekend Roundup - Will 2024 be the case of the Famous Five?
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...
357 views0 comments
John Rosier
Feb 3, 20241 min read
Calendar and Dividend Schedule
#calendar #dividends
127 views0 comments
John Rosier
Feb 2, 20241 min read
Website updated for today's trades and Stockopedia views of the JIC Portfolio below
Ranked by size of holding Ranked by StockRank Quality/Momentum Quality/Value
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