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John Rosier
Jul 8, 20223 min read
Funds' Portfolio trade - Rebuilding position in Chelverton UK Equity Growth Fund
#fundsportfoliotrade NI Chelverton UK Equity Growth Fund B Acc (M114IJX, 315p, 7.0% of Funds Portfolio, target weight 7.0%)....
427 views0 comments
John Rosier
Jul 8, 20221 min read
It makes a market!
Anglo Pacific (APF.L, Market Capitalisation: £311m, 146p, 6.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...
301 views0 comments
John Rosier
Jul 7, 20222 min read
Supreme - More thoughts
Supreme: (SUP.L: AIM. Market Cap £90m, 73p, 2.6% of JIC Portfolio, Medium Risk/High Reward, 5.0% target but not adding now)...
396 views0 comments
John Rosier
Jul 7, 20221 min read
JIC Portfolio trade - added to Polar Capital Holdings
#jicportfoliotrade Polar Capital Holdings (POLR.L, Market Capitalisation: £500m, 480p, 4.0% of JIC Portfolio, Medium Risk/High Reward =...
503 views0 comments
John Rosier
Jul 6, 20222 min read
Funds' Portfolio Trade - Added to Fundsmith
#fundsportfoliotrade Fundsmith (FUQUIT 563p, 8.3% of JIC Funds Portfolio, (target 8.3%) On 13th May I added to my position in Fundsmith...
448 views0 comments
John Rosier
Jul 6, 202210 min read
June 2022 Review
June 2022 Background June was a miserable month leading to the S&P 500's worst first half since 1970. In the UK, it was the worst month...
347 views0 comments
John Rosier
Jul 5, 20223 min read
Supreme Results okay but it downgrades current year expectations
Supreme: (SUP.L: AIM. Market Cap £147m, 126p, 4.3% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) www.supreme.co.uk A leading...
371 views0 comments
John Rosier
Jul 4, 20223 min read
New Position - Polar Capital Holdings -Being paid to wait!
#jicportfoliotrade Polar Capital Holdings (POLR.L, Market Capitalisation: £516m, 515p, 2.5% of JIC Portfolio, Medium Risk/High Reward =...
661 views0 comments
John Rosier
Jul 4, 20222 min read
Anglo Pacific - First nickel produced at Brazilian Nickel
Anglo Pacific (APF.L, Market Capitalisation: £304m, 142p, 5.8% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...
283 views0 comments
John Rosier
Jul 2, 20222 min read
A poor week to end a bad month and a dreadful first half (especially for small and mid-cap)
#weekendroundup Returns of selected markets, over the last week and 1st January. This week sorted by year-to-date. Sorted by the last...
381 views0 comments
John Rosier
Jun 30, 20221 min read
Circassia - Small uplift to value of company, and two big ex-divs today: SQZ, 9.0p and GKP, 11.56c
Circassia Group (CIR, AIM All-Share, Market Cap £138m, 33p, 4.1% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...
350 views0 comments
John Rosier
Jun 27, 20221 min read
Next Energy Solar Fund - Results
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £642m, 110p, 8.0% of JIC Portfolio and 8.0% of JIC Funds...
364 views0 comments
John Rosier
Jun 25, 20222 min read
Weekend Roundup - Poor week for both portfolios as US rallies and commodities fall
#weekendroundup Returns of selected markets; Since 31st May and 1st January. This week sorted by the last week. Sorted by year-to-date...
377 views0 comments
John Rosier
Jun 24, 20223 min read
Gulf Keystone - H1 update
Gulf Keystone Petroleum (GKP.L, Market Cap £586m, 270p, 5.7% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...
361 views0 comments
John Rosier
Jun 21, 20222 min read
Anglo Pacific - Potentially meaningful uplift to revenue
Anglo Pacific (APF.L, Market Capitalisation: £304m, 150p, 6.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) ...
388 views0 comments
John Rosier
Jun 21, 20224 min read
K3 Capital - Year end update nicely ahead of forecasts
K3 Capital: (K3C.L, AIM All-Share: Market Cap £173m, 235p, 4.9% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) ...
285 views0 comments
John Rosier
Jun 18, 20222 min read
Weekend Roundup following a grisly week for markets
#weekendroundup Tonight is concert night! Returns of selected markets; Since 31st May and 1st January. This week is sorted by the last...
461 views0 comments
John Rosier
Jun 16, 20225 min read
New position in JIC Portfolio - Lucara Diamond
#jicportfoliotrade Lucara Diamonds Corp (LUC, Listed: Toronto and Sweden, Market Capitalisation; £205m, 44.52p (Can$ 0.71), Medium Risk/...
705 views0 comments
John Rosier
Jun 13, 20222 min read
Supreme acquisition increases exposure to vaping - earnings enhancing
Supreme: (SUP.L: AIM. Market Cap £154m, 130p, 4.3% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) www.supreme.co.uk A leading...
419 views0 comments
John Rosier
Jun 13, 20222 min read
Somero Enterprises update - Reassuring but...
Somero Enterprises (SRC.L, AIM All-Share, Market Cap £213m, 380p, 3.7% of JIC Portfolio, Medium Risk/High Reward, target; under review)...
216 views0 comments
John Rosier
Jun 11, 20222 min read
Weekend Roundup from Morecambe
#weekendroundup Returns of selected markets; Since 31st May and 1st January. This week sorted by the last ten day. Sorted by year-to-date...
395 views0 comments
John Rosier
Jun 7, 20228 min read
May 2022 Review
May 2022 Background The war in Ukraine entered its fourth month, with the impact on commodity prices becoming more serious. Food and...
420 views0 comments
John Rosier
Jun 6, 20224 min read
Serica Energy - Reassuring update
Serica Energy (SQZ.L AIM All-Share, Market Cap £735m, 273p, 7.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
434 views0 comments
John Rosier
May 30, 20222 min read
Big Shift Monday! Non-oil commodity exposure reduced.
#jicportfoliotrade #fundsportfoliotrade BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1344m, 722p, 7.5% of JIC...
684 views0 comments