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John Rosier
Oct 20, 20226 min read
IOG - All change at the top, and some broker research
IOG (IOG.L AIM All-Share, Market Cap £42m, 7.6p, 1.0% of JIC Portfolio, (High Risk/Medium Reward). www.iog.co.uk Board changes and...
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John Rosier
Oct 19, 20222 min read
IOG - Further thoughts
Today's share price - it closed yesterday at 18.75p IOG (IOG.L AIM All-Share, Market Cap £48m, 8.75p, 1.2% of JIC Portfolio, (High...
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John Rosier
Oct 19, 20223 min read
IOG update - and it's not good!
IOG (IOG.L AIM All-Share, Market Cap £98m, 18.75p, 2.3% of JIC Portfolio, (High Risk/Medium Reward, 0.0% target). www.iog.co.uk Update...
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John Rosier
Oct 18, 20221 min read
Spaces JICUK App is now operational
For those who like to access JICUK through an App, the Spaces by Wix app is now working on both smartphones and tablets It involves...
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John Rosier
Oct 17, 20223 min read
CentralNic - Continued strong momentum - 2022 to be "materially" ahead of forecasts
CentralNic (CNIC.L, AIM All Share, Market Cap £346m, 120p, Medium Risk/High Reward, 5.0% target, currently 5.7% of JIC Portfolio)...
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John Rosier
Oct 15, 20222 min read
Weekend Roundup! Hmm! Can it get any worse?
Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by year-to-date can be...
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John Rosier
Oct 13, 20223 min read
Polar Capital - Assets under management update
Polar Capital Holdings (POLR.L, Market Capitalisation: £4207, 403p, 3.9% of JIC Portfolio, Medium Risk/High Reward = 5.0% target...
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John Rosier
Oct 12, 20222 min read
Comment on renewable energy generators - difficult without detail from the government
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £591m, 97p, 7.4% of JIC Portfolio (7.5% target) and 8.9% of...
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John Rosier
Oct 11, 20221 min read
Update on branded App
The Branded App went offline today on the Apple store and Google Play. (Apple was making things very difficult about collecting...
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John Rosier
Oct 11, 20223 min read
K3 Capital makes a small acquisition
K3 Capital: (K3C.L, AIM All Share: Market Cap £189m, 255p, 5.2% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) ...
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John Rosier
Oct 8, 20222 min read
Weekend Roundup from Morecambe Bay
#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
Oct 6, 202210 min read
September 2022 Review
September 2022 Background It was another challenging month for financial markets. The trigger for a further sell-off in bonds and...
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John Rosier
Oct 6, 20221 min read
Ex-dividends this morning: Ecora Resources 1.75p and K3 Capital 8.1p
Two nice dividends this morning to add to this year's tally. Ecora's quarterly will add £433.93 to the Portfolio's value and K3 Capital,...
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John Rosier
Oct 5, 20222 min read
Somero update and Anglo Pacific changes its name
Somero Enterprises (SRC.L, AIM All-Share, Market Cap £221m, 395p, 2.2% of JIC Portfolio, Medium Risk/Medium Reward, target; 2.5 per cent)...
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John Rosier
Oct 3, 20222 min read
Renew Holdings - Year-end update - Steady as she goes
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £450m, 570p, 2.2% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...
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John Rosier
Oct 1, 20223 min read
Weekend Roundup - A tumultuous week
Let's hope this bear is no longer than the average! #weekndroundup Returns of selected markets over the last week and since 1st January....
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John Rosier
Sep 30, 20222 min read
Funds' Portfolio Trade - New position in Schroder UK Mid-Cap Fund
#fundsportfoliotrade Schroder UK Mid-Cap Fund (SCP.L Market capitalisation £158m, 462p, 7.5 per cent of Funds Portfolio, (7.5 per cent...
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John Rosier
Sep 30, 20221 min read
JIC Portfolio trade - Increased IOG position to 2.5%
#jicportfoliotrade IOG (IOG.L AIM All-Share, Market Cap £107m, 19p, 2.5% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target). ...
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John Rosier
Sep 30, 20222 min read
IOG Production update
IOG (IOG.L AIM All-Share, Market Cap £107m, 21p, 2.1% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target). www.iog.co.uk...
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John Rosier
Sep 29, 20223 min read
All-Weather Portfolio - makes sense for some investors
#portfoliothoughts In the 16th September issue of the Investors' Chronicle, the cover article was “An All-Weather portfolio – The...
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John Rosier
Sep 29, 20221 min read
Taken my profit in my long gilt position
#fundsportfoliotrade UK Treasury 0.625 per cent 22/10/2050 (TG50) 0.0 per cent of Funds’ Portfolio. Readers of my diary will know I’m not...
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John Rosier
Sep 28, 20221 min read
Bank of England re-starts QE - good for my gilt purchase and for infrastructure funds such as NESF
UK Treasury 0.625 per cent 22/10/2050 (TG50) 6.0 per cent of Funds’ Portfolio. The Treasury has agreed to indemnify the Bank of England...
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John Rosier
Sep 28, 20221 min read
New position in Funds' Portfolio - UK 30-Year Gilt
#fundsportfoliotrade UK Treasury 0.625 per cent 22/10/2050 (TG50) 6.0 per cent of Funds’ Portfolio. In June 2020, when the government...
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John Rosier
Sep 28, 20221 min read
It's not much, but it helps!
Gulf Keystone Petroleum (GKP.L, Market Cap £434m, 200p, 4.2% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
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