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John Rosier
Jan 4, 20238 min read
December 2022 Review
Background 2022 was a challenging year for investors. It marked the end of the 40-year bull market in government bonds, the end of the...
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John Rosier
Jan 3, 20231 min read
2022 share competition final results
Despite a late run by Shoe Zone, the winning stock was Hurricane Energy. The person who entered it has just been refunded the annual...
366 views0 comments
John Rosier
Dec 31, 20222 min read
Weekend Roundup at the end of a challenging year
#weekendroundup Returns of selected markets over the last week and since 1st January. This week it is sorted by the last year. Sorted by...
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John Rosier
Dec 30, 20222 min read
CentralNic - Price Target increased, and it initiates a share buyback
CentralNic (CNIC.L, AIM All Share, Market Cap £433m, 150p, Medium Risk/High Reward, 5.0% target, currently 6.7% of JIC Portfolio)...
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John Rosier
Dec 29, 20221 min read
The JIC 2023 share competition is now open
JIC 2023 Share Competition Please note: Same rules as last year Prize: Annual membership of JIC Entries by midnight Sunday 8th January...
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John Rosier
Dec 24, 20223 min read
Weekend Roundup - Wishing everyone a Merry Christmas
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by...
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John Rosier
Dec 22, 20221 min read
2022 Share Competition - Drawing to a close
With only a few days to go until the end of the year, I thought I would update members on the progress of the stocks entered last...
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John Rosier
Dec 22, 20224 min read
IOG update - one step forward, half a step backward!
IOG (IOG.L AIM All-Share, Market Cap £85m, 15.9p, 1.9% of JIC Portfolio, (High Risk/Medium Reward). www.iog.co.uk Update: Conclusion:...
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John Rosier
Dec 21, 20223 min read
Serica Energy - further thoughts
Serica Energy (SQZ.L AIM All-Share, Market Cap £705m, 254.5, 7.6% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
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John Rosier
Dec 20, 20221 min read
JIC Portfolio Trade - Serica Energy - positioned maintained at 7.5% after fall in share price
Serica Energy (SQZ.L AIM All-Share, Market Cap £705m, 255p, 7.6% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
451 views0 comments
John Rosier
Dec 20, 20222 min read
Bioventix - Target price reviewed
Bioventix (BVXP.L, AIM market, Market Capitalisation; £202m, 3875p, Medium Risk/ Medium Reward, 6.1% of JIC Portfolio - Target 5.0% of...
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John Rosier
Dec 20, 20223 min read
Ecofin Global Utilities & Infrastructure results - Doing what it says on the tin!
Ecofin Global Utilities and Infrastructure Trust (EGL.L, FTSE Small-Cap Index, Market Cap £230m, 205p, Medium Risk/High Reward. 5.0 per...
321 views0 comments
John Rosier
Dec 20, 20228 min read
Serica does its deal!
Serica Energy (SQZ.L AIM All-Share, Market Cap £758m, 278p, 7.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
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John Rosier
Dec 19, 20222 min read
CentralNic - Small acquisition
CentralNic (CNIC.L, AIM All Share, Market Cap £378m, 136p, Medium Risk/High Reward, 5.0% target, currently 6.3% of JIC Portfolio)...
254 views0 comments
John Rosier
Dec 19, 20224 min read
Gulf Keystone - Update
Gulf Keystone Petroleum (GKP.L, Market Cap £435m, 201p, 4.7% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
346 views0 comments
John Rosier
Dec 17, 20222 min read
Weekend Roundup - Scrooge in control
#weekendroundup Kew at Christmas Returns of selected markets over the last week and since 1st January. This week is sorted by the last...
377 views0 comments
John Rosier
Dec 16, 20222 min read
JIC Portfolio Trades - Polar Capital Holdings and Harbour Energy up to target
#jicportfoliotrade Following the sale of K3 Capital this morning, I have added to two existing positions, taking them up to my target...
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John Rosier
Dec 16, 20221 min read
K3 Capital - Position sold
#jicportfoliotrade In my earlier post, in my conclusion, I said: I added to my position on Monday when they stood at an 11 per cent...
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John Rosier
Dec 16, 20229 min read
K3 Capital - takeover agreed
K3 Capital: (K3C.L, AIM All Share: Market Cap £232m, 317.5p, 7.4% of JIC Portfolio, Low Risk/High Reward, target 7.5%) ...
276 views0 comments
John Rosier
Dec 15, 20221 min read
Quiet day - Dividends and 2023 predictions from Steen Jakobsen of Saxo on Merryn Talks Money
Quiet news day for the JIC Portfolios. BlackRock Energy & Resources Income Trust went ex-dividend its quarterly of 1.1p. That adds £96.76...
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John Rosier
Dec 13, 20221 min read
Stopped/not receiving email notifications from JIC?
I noticed that around thirty members were "cleaned" from the MailChimp email list used to send out notifications of new diary entries. It...
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John Rosier
Dec 13, 20221 min read
Funds' Portfolio Trade - Global X Copper Miners ETF bought
#fundsportfoliotrade Global X Copper Miners ETF: (COPG.L, 2188p, 6.0% of JIC Funds’ Portfolio) Some more unambiguously good news out of...
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John Rosier
Dec 12, 20221 min read
JIC Portfolio Trades - K3 Capital goes up to 7.3%, funded by Biotech Growth Trust going down to 2.5%
#jicportfoliotrade K3 Capital: (K3C.L, AIM All Share: Market Cap £232m, 315p, 7.3% of JIC Portfolio, Low Risk/High Reward, target 7.5%) ...
499 views0 comments
John Rosier
Dec 12, 20224 min read
CentralNic - All change at the top, reassuring trading update and end to the acquisition spree
CentralNic (CNIC.L, AIM All Share, Market Cap £378m, 131p, Medium Risk/High Reward, 5.0% target, currently 6.0% of JIC Portfolio)...
252 views0 comments