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John Rosier
Mar 9, 20233 min read
Gulf Keystone - payments from the KRG. BRWM went ex 23.5p dividend this morning.
Gulf Keystone Petroleum (GKP.L, Market Cap £438m, 193p, 4.6% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
351 views0 comments
John Rosier
Mar 9, 20234 min read
Harbour Energy - 2022 Results
Harbour Energy (HBR.L, Market Capitalisation: £2.4bn, 286.9p, 4.5% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight)....
376 views0 comments
John Rosier
Mar 6, 20239 min read
February 2023 - Review
Background After the promising start to 2023 in January, markets were a little more circumspect. Concerns grew that inflation might not...
431 views0 comments
John Rosier
Mar 4, 20232 min read
Weekend Roundup - Robust Chinese growth lifts spirits
There is a long way to go! #weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by...
417 views0 comments
John Rosier
Mar 3, 202326 min read
BlackRock World Mining - 2022 results and final dividend
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1344m, 722p, 7.5% of JIC Portfolio (target 7.5%) and 10.0% of JIC...
427 views0 comments
John Rosier
Mar 2, 20232 min read
Five trades in JIC Portfolio - Tidying up and rejigging! Forecast dividend income increases
#jicportfoliotrade Ecofin Global Utilities and Infrastructure Trust (EGL.L, FTSE Small-Cap Index, Market Cap £242m, 214p, Medium...
655 views0 comments
John Rosier
Mar 1, 20232 min read
Lucara Diamond - fascinating article in Bloomberg yesterday - with summary
The attached article explains how Lucara's sales agreement for "specials" (more than 10.8 carats) with HB in Antwerp benefits Lucara...
299 views0 comments
John Rosier
Mar 1, 20234 min read
ME Group - Results
ME Group International (MEGP.L FTSE Small-Cap Index, Market Cap £478m, 126.5p, 4.9 per cent of JIC Portfolio, (Medium Risk/High Reward,...
356 views0 comments
John Rosier
Feb 28, 20231 min read
Calendar update, including ME Group, later today!
#calendar Calendar Update Interesting from ME Group. Last year, results were published at the end of March. They say good news travels...
331 views0 comments
John Rosier
Feb 27, 20234 min read
CentralNic - 2022 results and maiden dividend
CentralNic (CNIC.L, AIM All Share, Market Cap £399m, 139.5p, Medium Risk/High Reward, 5.0% target, currently 6.3% of JIC Portfolio)...
377 views0 comments
John Rosier
Feb 25, 20232 min read
Weekend Roundup - Government bond yields up, equities down
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the week. Sorted by the last...
412 views0 comments
John Rosier
Feb 24, 20232 min read
Glencore - share buyback and chairman of Ecora Resources buys shares.
Glencore has announced the start of a $1.5bn share buyback, expected to be completed by the interim results in August. "Glencore plc (the...
350 views0 comments
John Rosier
Feb 23, 20232 min read
Niox Group - Target price for review achieved
NIOX Group (CIR, AIM All-Share, Market Cap £189m, 45.05p, 3.4% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...
369 views0 comments
John Rosier
Feb 22, 20231 min read
JIC Portfolio Trade - Added to an existing position
#jicportfoliotrade Glencore (GLEN.L, Market Capitalisation: £64bn, 516p, 5.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target...
516 views0 comments
John Rosier
Feb 22, 20238 min read
Lucara Diamond Corp - 2022 Results
Lucara Diamonds Corp (LUC, Listed: Toronto and Sweden, Market Capitalisation; £166m, 37.3p (Can$ 0.60), Medium Risk/ High Reward, 2.4% of...
285 views0 comments
John Rosier
Feb 21, 20233 min read
Next Energy Solar Fund - Q3 (ending 31st December 2022) update
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £645m, 108.6p, 2.4% of JIC Portfolio (2.5% target) and 4.9%...
344 views0 comments
John Rosier
Feb 21, 20231 min read
JIC Portfolio trade - Added to existing position
#jicportfoliotrade Shoe Zone (SHOE.L AIM All-Share, Market Cap £105m, 234p, 4.0 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0%...
435 views0 comments
John Rosier
Feb 21, 20236 min read
Sylvania Platinum - H1 results and new dividend policy gives clarity
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £266m, 100p, 6.7% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
402 views0 comments
John Rosier
Feb 20, 20231 min read
JIC Portfolio Trade - added to existing position
#jicportfoliotrade Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £351m, 4.27p and 4.0% of the JIC Portfolio, Medium Risk/High...
439 views0 comments
John Rosier
Feb 20, 20232 min read
Serica Energy - First production at Tailwind's Gannet well GE-04
Serica Energy (SQZ.L AIM All-Share, Market Cap £655m, 254p, 7.3% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
374 views0 comments
John Rosier
Feb 18, 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...
377 views0 comments
John Rosier
Feb 17, 20232 min read
"The Intelligent Fund Investor" - Practical steps to better results - by Joe Wiggins
#books I have just completed "The Intelligent Fund Investor" by Joe Wiggins. In "The Intelligent Fund Investor", Joe Wiggins draws upon...
320 views0 comments
John Rosier
Feb 17, 20231 min read
Funds' Portfolio - Confirmation of recent trades
#fundsportfoliotrade Confirmation of my allotment of shares in the BH Macro Limited placing. My £1,000 order bought me an extra 231...
436 views0 comments
John Rosier
Feb 16, 20233 min read
SDI Group - Target for Review price of 193p achieved
SDI Group (SDI.L AIM All Share, Market Cap £201m, 194p, 4.5% of JIC Portfolio, (Medium Risk/Medium Reward, target position 5.0%) ...
358 views0 comments