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John Rosier
Dec 10, 20245 min read
Moonpig - Interim Results
Moonpig: (MOON.L, FTSE 250, Market Cap £900m, 267p, 4.0% of JIC Portfolio. 4.0% target weight. www.moonpig.group Interim results – six...
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John Rosier
Dec 9, 20244 min read
Lundin Mining sells assets to focus on S. America. NGEx Minerals enters the TSX Composite Index on 23 December
NGEx Minerals : On Friday, it was announced that NGEx will enter the TSX Composite Index on 23rd December. This is positive news as it...
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John Rosier
Dec 9, 20241 min read
JIC Portfolio Trade - Added to existing position
#jicportfoliotrade ME International (MEGP.L FTSE 250 Index, Market Cap £803m, 213p, 5.0 per cent of JIC Portfolio, (Medium Risk/High...
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John Rosier
Dec 7, 20242 min read
Weekend Roundup
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...
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John Rosier
Dec 7, 20241 min read
Calendar and Dividend Schedule
#calendar #dividends
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John Rosier
Dec 5, 20242 min read
Serica Energy - Triton of line again - Forecast 2024 production reduced
Serica Energy (SQZ.L AIM All-Share, Market Cap £512m, 132p, 4.4% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
326 views0 comments
John Rosier
Dec 4, 20243 min read
JIC Portfolio Trade - New position
#jicportfoliotrade Moonpig: (MOON.L, FTSE 250, Market Cap £900m, 263p, 4.0% of JIC Portfolio. 4.0% target weight. www.moonpig.group "At...
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John Rosier
Dec 4, 20243 min read
JIC Portfolio Trades - Two positions sold
#jicportfoliotrade In my November review, I mentioned that December’s performance will determine whether 2024 is a good, average, or...
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John Rosier
Dec 4, 20249 min read
November 2024 - Review
Background The main event was the US presidential election. Donald Trump's election for a second term was greeted with dismay by many...
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John Rosier
Dec 4, 20243 min read
Me Group - Year-end trading update - No fireworks but steady as she goes
ME International (MEGP.L FTSE 250 Index, Market Cap £828m, 225p, 4.8 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
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John Rosier
Nov 30, 20242 min read
Weekend Roundup - Old dogs, new tricks!
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the...
330 views0 comments
John Rosier
Nov 27, 20241 min read
A quick canter around the JICUK Website
Please find a video that contains a five-minute tour of the members' area of the JICUK website. I thought it might be useful to new...
330 views1 comment
John Rosier
Nov 26, 20245 min read
Serica Energy - Trading update
Serica Energy (SQZ.L AIM All-Share, Market Cap £540m, 133p, 4.6% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
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John Rosier
Nov 26, 20243 min read
Renew Holdings - Full-year results
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £855m, 1080p, 3.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target...
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John Rosier
Nov 26, 20244 min read
IG Design - H1 Results
IG Design (IGR.L AIM All-Share, Market Cap £120m, 125p, 4.0 per cent of JIC Portfolio, (Medium Risk/High Reward, 4.0% target) ...
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John Rosier
Nov 23, 20242 min read
Weekend Roundup - Nice week for both portfolios
#weekendroundup Will Elon Musk at the DOGE get a grip on US government spending? Market Overview It was a positive week for UK equities...
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John Rosier
Nov 22, 20241 min read
Calendar and Dividends - Results from IG Design and Renew on Tuesday
#calendar #dividends
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John Rosier
Nov 22, 20242 min read
Funds' Portfolio Trades
#fundsportfoliotrade On Monday, I sold my holding in Polar Capital Global Healthcare, bringing my cash to 7.8% of the Portfolio. This...
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John Rosier
Nov 21, 20243 min read
PayPoint - Interim Results
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £600m, 799p, 5.6% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
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John Rosier
Nov 21, 20243 min read
NextEnergy Solar Fund - Interim Results
NextEnergy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £419m, 72p, 3.9 per cent of JIC Portfolio Interim results...
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John Rosier
Nov 18, 20241 min read
Funds' Portfolio Trade - Position Sold
#fundsportfoliotrade Polar Capital Global Healthcare Trust (PCGH.L, FTSE Small Cap, Mkt cap. £454m, 370p and 0.0% of the Funds’...
422 views1 comment
John Rosier
Nov 18, 20244 min read
Polar Capital Holdings: Dividend maintained -"positive outlook"
Polar Capital Holdings (POLR.L, Market Capitalisation: £486m, 512p, 4.0 % of JIC Portfolio, Medium Risk/High Reward = 4.0% target)...
278 views0 comments
John Rosier
Nov 16, 20242 min read
Weekend Roundup
#weekendroundup Chart of the week - Will the October 2023 high of 4.67% prove a ceiling? Returns of selected markets over the last week...
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