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John Rosier
May 31, 20234 min read
Bloomsbury - Results and dividend higher than expected
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £335m, 410 and 5.5% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
231 views0 comments
John Rosier
May 30, 20232 min read
Funds' Portfolio - New position
#fundsportfoliotrade Nippon Active Value Fund (NAVF.L. Market capitalisation: £163m, 143.0p, 5.0 per cent of JIC Funds Portfolio (5.0...
535 views0 comments
John Rosier
May 30, 20232 min read
Next Energy Solar Fund - Notes from last week's presentation at Mello
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £599m, 103.0p, 5.3 per cent of JIC Portfolio (5.0 per cent...
320 views0 comments
John Rosier
May 27, 20233 min read
Weekend Roundup - Disappointing UK inflation, more interest rate increases to come
#weekendroundup Source: John Authers, Bloomberg Returns of selected markets over the last week and since 1st January. This week is sorted...
332 views0 comments
John Rosier
May 26, 20231 min read
JIC Portfolio Trade - Added to an existing position
#jicportfoliotrade RS Group (RS1.L, FTSE 100, Market Cap £3.7bn, 791p, Medium Risk/High Reward, 5.0% target, currently 3.5% of JIC...
449 views0 comments
John Rosier
May 26, 20233 min read
JIC Portfolio Trade - Holding sold after "Falling Price Review"
#jicportfoliotrade Gulf Keystone Petroleum (GKP.L, Market Cap £283m, 128p, 0.0 per cent of JIC Portfolio, (High Risk/High Reward, 0.0 per...
518 views0 comments
John Rosier
May 25, 20233 min read
JIC Portfolio Trade - New position
RS Group (RS1.L, FTSE 100, Market Cap £3.7bn, 800p, Medium Risk/High Reward, 5.0% target, currently 2.5% of JIC Portfolio) RS Group plc...
581 views0 comments
John Rosier
May 25, 20233 min read
SDI Group - Falling Price Review
SDI Group (SDI.L AIM All Share, Market Cap £148m, 141p, 4.9% of JIC Portfolio, (Medium Risk/High Reward, target position 5.0%) ...
383 views0 comments
John Rosier
May 24, 20232 min read
Trade in both the JIC and Funds' Portfolio following "Falling Price Review"
#jicportfoliotrade #fundsportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1170m, 612p, 5.0% of JIC...
806 views0 comments
John Rosier
May 24, 20231 min read
Consolidation into Argonaut Absolute Return "R" Shares completed
#fundsportfoliotrade I have confirmation from Hargreaves Lansdown that my switch from "A" class shares to "R" class shares has been...
214 views0 comments
John Rosier
May 23, 20233 min read
Gulf Keystone - Update
Gulf Keystone Petroleum (GKP.L, Market Cap £283m, 130.8p, 2.3 per cent of JIC Portfolio, (High Risk/High Reward, 2.5 per cent target)...
376 views0 comments
John Rosier
May 22, 20232 min read
Seven Mistakes Every Investor Makes (and How to avoid them) By Joachim Klement
#books I thoroughly enjoyed reading this book, which, published in 2020, focuses on seven common mistakes made by investors. It offered a...
293 views0 comments
John Rosier
May 22, 20232 min read
IG Design Group - Falling Price Review
IG Design (IGR.L AIM All-Share, Market Cap £150m, 152.5p, 4.7 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...
401 views0 comments
John Rosier
May 22, 20231 min read
JIC Portfolio Trade
#jicportfoliotrade Kistos (LIST.L AIM All-Share, Market Cap £214m, 256p, 0.0 per cent of JIC Portfolio, (Medium Risk/Medium Reward, 0.0...
523 views0 comments
John Rosier
May 20, 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...
341 views0 comments
John Rosier
May 19, 20231 min read
Confirmation of Funds' Portfolio trade posted on Wednesday
#fundsportfoliotrade Argonaut Absolute Return Fund (2FHAAF and 2FHAAK, Fund size £60m, 260p and 245p, 3.6 per cent and 2.9 per cent...
271 views0 comments
John Rosier
May 19, 20234 min read
Stop losses and all that! Introduction of "Falling Price Reviews"
#portfoliothoughts Yesterday, I was preparing for a podcast with “Fund Your Retirement”, which will be published in a few weeks’ time. I...
437 views0 comments
John Rosier
May 18, 20233 min read
Niox update - Big upgrades and will start paying a dividend - My "Price to Review" target increased
NIOX Group (CIR, AIM All-Share, Market Cap £243m, 58p, 3.1% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...
301 views0 comments
John Rosier
May 17, 20232 min read
Funds' Portfolio Trade - tidying up!
#fundsportfoliotrade Argonaut Absolute Return Fund (2FHAAF and 2FHAAK, Fund size £60m, 260p and 246p, 4.7 per cent and 2.9 per cent,...
388 views0 comments
John Rosier
May 16, 20231 min read
JIC Portfolio Trade
#jicportfoliotrade Shoe Zone (SHOE.L AIM All-Share, Market Cap £100m, 205p, 5..0 per cent of JIC Portfolio, (Medium Risk/High Reward,...
492 views0 comments
John Rosier
May 16, 20236 min read
Renew Holdings - Interim results
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £571m, 727p, 2.7% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...
228 views0 comments
John Rosier
May 16, 20237 min read
Shoe Zone - Solid half year results
Shoe Zone (SHOE.L AIM All-Share, Market Cap £115m, 235p, 5.4 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
280 views0 comments