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John Rosier
Sep 14, 20215 min read
CentralNic - New Holding in JIC Portfolio
#jicportfoliotrade CentralNic (CNIC.L, AIM All Share, Market Cap £262m, 105p, Medium Risk/High Reward, 5.0% target, currently 2.5% of JIC...
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John Rosier
Sep 14, 20211 min read
WisdomTree Cloud Computing ETF sold from JIC Portfolio to fund new addition
#jicportfoliotrade I have sold my position in tyhe JIC Portfolio. I made 42% over the last 15 months. I think that in the JIC Portfolio,...
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John Rosier
Sep 13, 20212 min read
Surface Transforms - Half-Year Results
Surface Transforms (SCE.L AIM All Share, Market Cap £130m, 67p, High Risk/High Reward, 2.5% target, currently 2.2% of JIC Portfolio) Half...
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John Rosier
Sep 11, 20211 min read
Weekend Roundup
#weekendroundup Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) Volatility increased a...
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John Rosier
Sep 10, 20212 min read
SigmaRoc - Collaboration with Marshalls
SigmaRoc (SRC.L, AIM All-Share, Market Cap £705m, 110p, 5.8% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc announce a...
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John Rosier
Sep 7, 20212 min read
Renew Holdings - Wonderful update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £624m, 793p, 3.5% of JIC Portfolio. Medium Risk/Medium Reward (Under review) =...
257 views0 comments
John Rosier
Sep 6, 20215 min read
Sylvania Platinum - cash, cash, cash!
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £267m, 87p, 6.2% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
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John Rosier
Sep 4, 20211 min read
Weekend Roundup - Positive start to September
#weekendroundup Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) A pretty good week for...
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John Rosier
Sep 3, 20217 min read
August Monthly Review - JIC Portfolio up (just), Funds' Portfolio at new high
Wingstop - A new position in the Smithson Investment Trust August 2021 Background It was a good month for equities supported by a more...
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John Rosier
Sep 2, 20211 min read
Surface Transforms - More on this morning's news
Surface Transforms (SCE.L AIM All Share, Market Cap £128m, 70p, High Risk/High Reward, 2.5% target, currently 2.2% of JIC Portfolio)...
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John Rosier
Sep 2, 20211 min read
Surface Transforms - Increased to 2.2%
#jicportfoliotrade Surface Transforms (SCE.L AIM All Share, Market Cap £128m, 68.5p, High Risk/High Reward, 2.5% target, currently 2.2%...
188 views0 comments
John Rosier
Sep 2, 20213 min read
Surface Transforms - New contract and other positive development
Surface Transforms (SCE.L AIM All Share, Market Cap £128m, 66p, High Risk/High Reward, 2.5% target, currently 1.8% of JIC Portfolio) An...
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John Rosier
Sep 2, 20212 min read
Serica Energy - Rhum 3 Production commences
Serica Energy (SQZ.L AIM All Share, Market Cap £440m, 164p, 5.3% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) Serica has...
257 views0 comments
John Rosier
Sep 1, 20211 min read
Month-End - By the skin of my teeth!
#monthend The JIC Portfolio finished August up 0.1% and 10.6% so far in 2021. I’ll take that given the situation ten days ago when it was...
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John Rosier
Aug 28, 20212 min read
Weekend Roundup - A much better week
#weekendroundup Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) In his eagerly awaited...
351 views0 comments
John Rosier
Aug 25, 20213 min read
Anglo Pacific - H1 Results
Anglo Pacific (APF.L, Market Capitalisation: £277m, 129p, 4.8% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) Half year...
356 views0 comments
John Rosier
Aug 23, 20212 min read
SigmaRoc - Robust half-year results
SigmaRoc (SRC.L, AIM All-Share, Market Cap 284m, 101p, 5.6% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Results for the six...
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John Rosier
Aug 22, 20214 min read
Sylvania Platinum - Thoughts and an enhancement to the Weekend Roundup
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £238m, 87p, 5.8% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
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John Rosier
Aug 21, 20212 min read
Weekend Roundup - Another testing week!
#weekendroundup Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) A grim week for optimists....
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John Rosier
Aug 20, 20214 min read
Blackrock World Mining Trust - H1 results and Q2 dividend increased by 37.5%
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1053m, 573p, 8.5% of JIC Portfolio and 11.5% of JIC Funds Portfolio...
404 views0 comments
John Rosier
Aug 19, 20212 min read
Calnex Solutions - Update
Calnex Solutions (CLX.L AIM All-Share, Market Cap £100m, 114p, High Risk/High Reward, 2.1% of JIC Portfolio) AGM trading update...
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John Rosier
Aug 17, 20212 min read
Surface Transforms - Important contract from new mainstream US customer
Surface Transforms (SCE.L AIM All Share, Market Cap £121m, 62p, High Risk/High Reward, 2.5% target, currently 1.7% of JIC Portfolio)...
264 views0 comments
John Rosier
Aug 16, 20211 min read
SigmaRoc - completion of Nordkalk acquisition
SigmaRoc (SRC.L, AIM All-Share, Market Cap 280m, 100p, 5.3% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Clearance for...
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John Rosier
Aug 15, 20214 min read
Venture Life Group - Thoughts
Venture Life Group: (VLG.L, AIM All Share: Market Cap £87m, 69p, Medium Risk/High Reward (5.0% target) currently 3.8% of JIC Portfolio)...
457 views0 comments