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John Rosier
Apr 3, 20231 min read
Oil prices are up, and the KRG is reported to be close to an agreement with the Iraqi government
Gulf Keystone Petroleum (GKP.L, Market Cap £315m, 145.8p, 3.5% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
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John Rosier
Apr 3, 20232 min read
Renew Holdings - trading update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £535m, 676p, 2.5% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...
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John Rosier
Apr 1, 20231 min read
Upcoming events and dividend table
#calendar #dividends
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John Rosier
Apr 1, 20232 min read
JIC Weekend Roundup - Here's to a better remainder of the year!
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the week. Sorted by the last...
358 views0 comments
John Rosier
Mar 31, 20234 min read
JIC Portfolio Trade
#jicportfoliotrade Bioventix (BVXP.L, AIM market, Market Capitalisation; £202m, 3950p, Low Risk/ Medium Reward, 7.5% of JIC Portfolio -...
506 views0 comments
John Rosier
Mar 31, 20232 min read
Gulf Keystone - Update regarding the cessation of exports
Gulf Keystone Petroleum (GKP.L, Market Cap £372m, 145p, 3.5% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
276 views0 comments
John Rosier
Mar 30, 20232 min read
Shoe Zone starts share buyback
Shoe Zone (SHOE.L AIM All-Share, Market Cap £111m, 230p, 5.1 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
238 views0 comments
John Rosier
Mar 29, 20232 min read
Kistos Holdings - Update
Kistos (LIST.L AIM All-Share, Market Cap £310m, 280p, 1.9% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target) www.kistosplc.com...
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John Rosier
Mar 29, 20237 min read
Ecora Resources - 2022 results
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £299m, 116p, 4.7% of JIC Portfolio, Medium Risk/High Reward...
315 views0 comments
John Rosier
Mar 27, 20234 min read
Bioventix - Another six months of robust growth - dividend up 20%
Bioventix (BVXP.L, AIM market, Market Capitalisation; £194m, 3750p, Medium Risk/ Medium Reward, 6.2% of JIC Portfolio - Target 5.0% of...
295 views0 comments
John Rosier
Mar 27, 20233 min read
Gulf Keystone - Exports suspended
Gulf Keystone Petroleum (GKP.L, Market Cap £375m, 173.4p, 4.3% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
386 views0 comments
John Rosier
Mar 25, 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...
415 views0 comments
John Rosier
Mar 25, 20231 min read
Calendar and Dividend Schedule update
#calendar #dividends Scheduled dividend income
236 views0 comments
John Rosier
Mar 23, 20233 min read
Serica Energy - Acquisition of Tailwind completed
Serica Energy (SQZ.L AIM All-Share, Market Cap £845m, 220p, 7.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
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John Rosier
Mar 23, 20239 min read
Gulf Keystone - 2022 results and another dividend
Gulf Keystone Petroleum (GKP.L, Market Cap £379m, 175.4p, 4.3% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
313 views0 comments
John Rosier
Mar 21, 20233 min read
Niox - 2022 results and update
NIOX Group (CIR, AIM All-Share, Market Cap £193m, 46p, 3.7% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...
321 views0 comments
John Rosier
Mar 18, 20233 min read
Weekend Roundup - another testing week
#weekendroundup FTSE All-Share Relative Strength Index (RSI) low (oversold) Returns of selected markets over the last week and since 1st...
433 views0 comments
John Rosier
Mar 16, 20231 min read
News: Ex-dividends and buybacks
After a torrid day yesterday, hopefully, a calmer one today, but life goes on. Shoe Zone goes ex-dividend 11.5p per share today, so for...
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John Rosier
Mar 15, 20232 min read
Market/Portfolio thoughts
#portfoliothoughts As another difficult day draws to a close, time to dust off an old favourite from Jason Zweig: Definition of a bear...
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John Rosier
Mar 15, 20233 min read
Bloomsbury Publishing - Upgrades after a robust second half
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £343m, 420p and 5.3% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
322 views0 comments
John Rosier
Mar 11, 20233 min read
JIC Weekend Roundup - Its been a difficult 18 months
#weekendroundup JIC Portfolio since inception Returns of selected markets over the last week and since 1st January. This week is sorted...
475 views0 comments
John Rosier
Mar 10, 20231 min read
Updated calendar and a new dividend record table
#calendar #dividends The dividend record table will be updated whenever a company announces a dividend. Emboldened once the ex-dividend...
284 views0 comments
John Rosier
Mar 10, 20232 min read
JIC Portfolio Trade - Added to an existing holding
#jicportfoliotrade SDI Group (SDI.L AIM All Share, Market Cap £181m, 168p, 4.7% of JIC Portfolio, (Medium Risk/Medium Reward, target...
838 views0 comments
John Rosier
Mar 9, 20232 min read
JIC Portfolio Trade - added to an existing position
#jicportfoliotrade Serica Energy (SQZ.L AIM All-Share, Market Cap £640m, 227p, 7.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target)...
586 views0 comments