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John Rosier
Aug 8, 20234 min read
Glencore H1 results - "top-up" shareholder returns announced
Glencore (GLEN.L, Market Capitalisation: £59bn, 445p, 5.1% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). H1 Results...
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John Rosier
Aug 8, 20233 min read
SDI Group - Results for the year ended 30th April
SDI Group (SDI.L AIM All Share, Market Cap £127m, 122p, 4.1% of JIC Portfolio, (Medium Risk/High Reward, target position 5.0%) ...
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John Rosier
Aug 5, 20232 min read
JIC Weekend Roundup
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the week. Sorted by the last...
323 views0 comments
John Rosier
Aug 5, 20231 min read
Calendar and Dividend Schedule
#calendar #dividends
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John Rosier
Aug 2, 20239 min read
July 2023 Review
Back and refreshed after hiking the Herriot Way in the Yorkshire Dales. Background Good news on inflation. In both the US and, at last,...
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John Rosier
Jul 29, 20232 min read
Weekend Roundup
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the week. Sorted by the last...
332 views0 comments
John Rosier
Jul 29, 20231 min read
Calendar and dividend Schedule
#calendar #dividends
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John Rosier
Jul 27, 20232 min read
RS Group - Q1 update
RS Group (RS1., FTSE 100, Market Cap £3.6bn, 760p, Medium Risk/High Reward, 3.3% target, currently 3.3% of JIC Portfolio) RS Group plc is...
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John Rosier
Jul 27, 20233 min read
Sylvania Platinum - Q4 update
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £183m, 69p, 4.4% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
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John Rosier
Jul 26, 20231 min read
JIC Portfolio Transaction - Added to an existing position
#jicportfoliotrade IG Design (IGR.L AIM All-Share, Market Cap £121m, 125p, 4.1 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0%...
520 views0 comments
John Rosier
Jul 26, 20234 min read
Ecora Resources - Q2 update
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £306m, 118p, 4.9% of JIC Portfolio, Medium Risk/High Reward...
291 views0 comments
John Rosier
Jul 25, 20235 min read
Funds' Portfolio Review
#fundsportfoliocomment This year has been a challenging period for the Funds’ Portfolio. Since 31st December, it is down 2.4 per cent....
369 views0 comments
John Rosier
Jul 25, 20235 min read
Unilever - a solid H1
Unilever PLC (ULVR.L FTSE 100, Market Cap £101,180m, 4019p, 2.9 per cent of JIC Portfolio, (Medium Risk/Medium Reward, 3.0% target)...
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John Rosier
Jul 24, 20234 min read
Ecora Resources increases exposure to copper.
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £305m, 118p, 4.9% of JIC Portfolio, Medium Risk/High Reward...
280 views0 comments
John Rosier
Jul 22, 20232 min read
Weekend Roundup - At last, better news on inflation
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the week. Sorted by the last...
319 views0 comments
John Rosier
Jul 22, 20231 min read
Calendar and dividend schedule
#calendar #dividends
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John Rosier
Jul 21, 20233 min read
Glencore - Q2 Production; Full year guidance intact for production and profits
Glencore (GLEN.L, Market Capitalisation: £59bn, 472p, 5.2% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). Q2 Production...
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John Rosier
Jul 20, 20234 min read
Howden Joinery - Half year results
Howden Joinery Group (HWDN.L, FTSE Mid-250, Market Cap £3.9bn, 710p, Medium Risk/High Reward, 2.7% target, currently 2.7% of JIC...
272 views0 comments
John Rosier
Jul 20, 20234 min read
IG Group - Results for the year ending May 2023
IG Group (IGG.L, FTSE Mid-250, Market Cap £2.80bn, 692p, Medium Risk/High Reward, 5.0% target, currently 2.9% of JIC Portfolio) IG Group...
335 views0 comments
John Rosier
Jul 19, 20234 min read
Hargreaves Lansdown - Encouraging Q4 update
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.9bn, 840p, 2.1 per cent of JIC Portfolio (Medium Risk/Medium reward 2.5 per cent...
292 views0 comments
John Rosier
Jul 18, 20232 min read
Bloomsbury Publishing - A solid start to 2023/24
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £361m, 442p and 5.9% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
252 views0 comments
John Rosier
Jul 18, 20233 min read
Niox Group - Another excellent update
NIOX Group (CIR, AIM All-Share, Market Cap £269m, 64.0p, 3.5% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...
230 views0 comments
John Rosier
Jul 15, 20232 min read
Weekend Roundup - Encouraging news out of the US.
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the week. Sorted by the last...
337 views0 comments
John Rosier
Jul 15, 20231 min read
Calendar and Dividend Schedule
#calendar #dividends
141 views0 comments