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John Rosier
Aug 14, 20212 min read
Weekend Roundup - It was going well until Friday 13th
#weekendroundup Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) A good week for financial...
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John Rosier
Aug 13, 20214 min read
Venture Life Group - Disappointing update
Venture Life Group: (VLG.L, AIM All Share: Market Cap £125m, 99p, Medium Risk/High Reward (5.0% target) currently 5.4% of JIC Portfolio)...
440 views0 comments
John Rosier
Aug 11, 20211 min read
JIC Portfolio Trades - Added to Supreme, funded by selling Robotics & Automation ETF
#jicportfoliotrade Supreme: (SUP.L: AIM. Market Cap £239m, 210p, 5.0% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) Following...
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John Rosier
Aug 10, 20212 min read
Smithson - Half Year Report
Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £3,051m, 1887p, 3.8% of JIC Funds Portfolio, (target 4.0%)...
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John Rosier
Aug 7, 20211 min read
Weekend Roundup - Going nowhere fast!
#weekendroundup Naseby from Cromwell's vantage point - 2nd August 2021 Returns of selected markets; over one week and since 1st January....
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John Rosier
Aug 6, 20213 min read
Venture Life Group - Acquisition of three oncology brands
Venture Life Group: (VLG.L, AIM All Share: Market Cap £111m, 89p, Medium Risk/High Reward (5.0% target) currently 5.0% of JIC Portfolio)...
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John Rosier
Aug 4, 20217 min read
July Monthly Review - Tricky summer markets
Derbyshire - July 30th 2021 Background Despite higher inflation, bond markets continued to rally. In the US, the 10 Year Treasury fell to...
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John Rosier
Jul 31, 20212 min read
Weekend Roundup - Another month!
#weekendroundup #monthend Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) Equities gave up...
363 views0 comments
John Rosier
Jul 30, 20212 min read
Three trades - Trimmed Venture Life, Added to Serica and SigmaRoc
#jicportfoliotrade Venture Life Group: (VLG.L, AIM All Share: Market Cap £117m, 91p, Medium Risk/High Reward (5.0% target) currently 5.0%...
660 views0 comments
John Rosier
Jul 30, 20212 min read
Blackrock World Mining - Spectacular results from Rio Tinto and Anglo American
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1143m, 622p, 8.8% of JIC Portfolio and 12.4% of JIC Funds Portfolio...
291 views0 comments
John Rosier
Jul 29, 20212 min read
De La Rue - Reassuring update
De La Rue: (DLAR.L: FTSE Small Cap Index. Market Cap £337m, 172p, 6.4% of JIC Portfolio, Low Risk/High Reward=7.5% target weight) Trading...
292 views0 comments
John Rosier
Jul 28, 20213 min read
Anglo Pacific - H1 update - Things are getting better
Anglo Pacific (APF.L, Market Capitalisation: £290m, 136p, 5.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) Half year...
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John Rosier
Jul 28, 20214 min read
Lundin Energy - Robust H1 - Cash gusher!
Lundin Energy (LUNE.SS, Market Cap £6630m, SEK 277.9, 5.5% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) Six months...
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John Rosier
Jul 27, 20211 min read
Sylvania Platinum - More on today's price move
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £287m, 105.5p, 6.8% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
426 views0 comments
John Rosier
Jul 27, 20211 min read
Sylvania Platinum - Added to position
#jicportfoliotrade Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £316m, 97p, 6.0% of JIC Portfolio, Medium Risk/High Reward = 5.0%...
194 views0 comments
John Rosier
Jul 27, 20213 min read
Sylvania Platinum - Q4 update completes a good FY 2021
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £316m, 116p, 6.7% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight. Q4...
311 views0 comments
John Rosier
Jul 26, 20211 min read
Bioventix - Increased to target 5.0%
#jicportfoliotrade Bioventix (BVXP.L, AIM market, Market Capitalisation; £207m, 3950p, Low Risk/ Medium Reward, Target 5.0% of JIC...
241 views0 comments
John Rosier
Jul 26, 20211 min read
Renew Holdings - Position trimmed to 3.2%
#jicportfoliotrade Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £574m, 750p, 3.2% of JIC Portfolio. Medium Risk, Medium...
162 views0 comments
John Rosier
Jul 25, 20211 min read
Weekend Roundup - A better week all round
Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) #weekendroundup The US 10 Year Treasury...
348 views0 comments
John Rosier
Jul 20, 20213 min read
SDI Group results - Strong 2020/21
SDI Group (SDI.L AIM All Share, Market Cap £172m, 176p, 5.4% of JIC Portfolio, (Medium Risk/High Reward, target position 5.0%) Results...
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John Rosier
Jul 20, 20212 min read
Supreme results - Good growth, marginally ahead
Supreme: (SUP.L: AIM. Market Cap £239m, 201p, 2.7% of JIC Portfolio, High Risk/High Reward, 2.5% target) Results for the year ended 31st...
320 views0 comments
John Rosier
Jul 19, 20212 min read
Supreme - Launches Sealions
Supreme: (SUP.L: AIM. Market Cap £239m, 205p, 2.7% of JIC Portfolio, High Risk/High Reward, 2.5% target) Conclusion: In itself, not earth...
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John Rosier
Jul 18, 20212 min read
Weekend Roundup - Testing week
#weekendroundup Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) Another week in which the...
369 views0 comments
John Rosier
Jul 17, 20211 min read
Interview with Tamzin of piworld
#portfoliothoughts On Thursday, Tamzin of piworld discussed the JIC and Funds'portfolio with me. A video recordong can be found HERE and...
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