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John Rosier
Sep 9, 20232 min read
Weekend Roundup
#weekendroundup My favourite chart of the week from Friday's FT Returns of selected markets over the last week and since 1st January....
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John Rosier
Sep 9, 20231 min read
Calendar and Dividend Schedule
#calendar #dividends
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John Rosier
Sep 7, 20236 min read
Sylvania Platinum - Results including 5.0p final dividend - Bonkers Cheap!
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £184m, 70p, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
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John Rosier
Sep 5, 20234 min read
Ecora Resources - Half-Year Results
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £285m, 110p, 4.6% of JIC Portfolio, Medium Risk/High Reward...
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John Rosier
Sep 4, 20238 min read
August 2023 Review
Lady Anne's Way - Between Hawes and Nateby Background Central Banks either side of the Atlantic did not let encouraging news on inflation...
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John Rosier
Sep 2, 20232 min read
Weekend Roundup - August ends on a more optimistic note
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the week. Sorted by the last...
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John Rosier
Sep 1, 20231 min read
Month-end, dividend schedule, and calendar
#calendar #dividends A better last few days to August. Portfolio down 2.2% in August. Crumbs of comfort were the JIC Portfolio did better...
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John Rosier
Aug 29, 20232 min read
Ecora Resources - Falling Price Review
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £273m, 107p, 4.6% of JIC Portfolio, Medium Risk/High Reward...
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John Rosier
Aug 26, 20232 min read
Weekend Roundup - Another quiet August week
#weekendroundup Lady Anne's Way - Stage 4 between Hawes and Kirby Stephen Returns of selected markets over the last week and since 1st...
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John Rosier
Aug 25, 20231 min read
Spaces App - If not working properly, try this
Several members have contacted me in the last week or so saying that the App has stopped working - they were getting a blank page....
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John Rosier
Aug 25, 20231 min read
Dividend Schedule - Dividends announced this week take 2023 income so far to 90% of 2022's level
#dividends #calendar
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John Rosier
Aug 25, 20238 min read
BlackRock World Mining Trust - Half-year report
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1090m, 570p, 4.8% of JIC Portfolio (target 5.0%) and 7.4% of JIC Funds...
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John Rosier
Aug 24, 20231 min read
JIC Portfolio Trade - Added to existing position
#jicportfoliotrade IG Group (IGG.L, FTSE Mid-250, Market Cap £2.68bn, 679p, Medium Risk/High Reward, 5.0% target, currently 5.0% of JIC...
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John Rosier
Aug 24, 202311 min read
Harbour Energy - Interim Results - Still gushing cash
Harbour Energy (HBR.L, Market Capitalisation: £1.9bn, 242p, 5.1% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...
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John Rosier
Aug 19, 20232 min read
Weekend Roundup - Summertime Blues
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the week. Sorted by the last...
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John Rosier
Aug 19, 20231 min read
Calendar and Dividend schedule
#calendar #dividends
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John Rosier
Aug 17, 20234 min read
Next Energy Solar Fund - Quarterly update
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £541m, 91.7p, 5.2 per cent of JIC Portfolio (5.0 per cent...
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John Rosier
Aug 15, 20231 min read
JIC Portfolio Trade - Added to an existing position
#jicportfoliotrade Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.7bn, 785p, 3.5 per cent of JIC Portfolio (Medium Risk/High...
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John Rosier
Aug 14, 20233 min read
BH Macro - Falling Price Review
BH Macro Ltd (BHMG.L, FTSE Mid 250, Market Cap £1.35bn, £339p, 6.4 per cent of Funds’ Portfolio, (7.5 per cent target) Falling Price...
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John Rosier
Aug 12, 20232 min read
Weekend Roundup
#weekendroundup Nice to see a better few weeks from my largest position. Break out please! Returns of selected markets over the last week...
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John Rosier
Aug 12, 20231 min read
Calendar and Dividend Schedule
#calendar #dividends
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John Rosier
Aug 10, 20234 min read
JIC Portfolio Trades - A Little Housekeeping
#jicportfoliotrade I have this morning completed four trades – all adding to existing positions and moving them to target weight or at...
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John Rosier
Aug 9, 20232 min read
JIC Portfolio Trade - Position sold
#jicportfoliotrade SDI Group (SDI.L AIM All Share, Market Cap £127m, 120p, 0.0% of JIC Portfolio, (Medium Risk/Low Reward, target...
506 views0 comments
John Rosier
Aug 9, 20234 min read
Sylvania Platinum - Enters Joint Venture with a three year payback.
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £175m, 67p, 4.3% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
357 views0 comments