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John Rosier
Jul 16, 20215 min read
SigmaRoc - Transformational acquisition doubles size of Group
SigmaRoc (SRC.L, AIM All-Share, Market Cap 260m, 85p, 4.0% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Transformational...
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John Rosier
Jul 13, 20211 min read
Serica Energy - Holding increased to 4.0%
#jicportfoliotrade Serica Energy (SQZ.L AIM All Share, Market Cap £400m, 152p, 4.0% of JIC Portfolio, (Medium Risk/High Reward, 5.0%...
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John Rosier
Jul 13, 20212 min read
Serica Energy - Succesful test on Columbus field
Serica Energy (SQZ.L AIM All Share, Market Cap £400m, 149p, 2.7% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) Successful Flow...
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John Rosier
Jul 12, 20211 min read
Funds' Portfolio - Added to Biotech Growth Trust and Fundsmith - Rebalancing complete
#fundsportfoliotrade Following the receipt of proceeds from the partial sale of Chelverton UK Equity growth on Friday, I have today...
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John Rosier
Jul 10, 20212 min read
Weekend Roundup - Bond yields down, tech/growth up
#weekendroundup Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) The most dramatic move last...
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John Rosier
Jul 9, 20211 min read
Funds' Portfolio Trades
#fundsportfoliotrade Further to yesterday’s diary entry I have this morning carried out the planned trades mentioned. I sold 225...
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John Rosier
Jul 8, 20211 min read
JIC Portfolio Trades - Added to Central Asia Metals, sold JP Morgan Emerging Markets
#jicportfoliotrade Up until now, I have been relaxed about the target weightings in the JIC Portfolio not adding up to 100. The reason...
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John Rosier
Jul 8, 20212 min read
Funds' Portfolio - Some changes following its first anniversary
#fundsportfoliocomment Further to my post of 6th July, reviewing the Funds’ Portfolio’s first year, I have decided on some changes for...
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John Rosier
Jul 8, 20212 min read
Central Asia Metals - H1 update okay
Central Asia Metals (CAML, AIM UK 50, Market Cap £427m, 242p, 4.5% of JIC Portfolio, Medium Risk/High Reward 5.0% target position) H1...
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John Rosier
Jul 8, 20212 min read
Surface Transforms - confident trading update
Surface Transforms (SCE.L AIM All Share, Market Cap £115m, 59p, High Risk/High Reward, 2.5% target, currently 1.6% of JIC Portfolio)...
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John Rosier
Jul 7, 20212 min read
K3Capital adds to its portfolio
K3 Capital: (K3C.L, AIM All Share: Market Cap £233m, 337p, 6.1% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Conclusion: The...
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John Rosier
Jul 6, 20213 min read
JIC Funds' Portfolio - 1st anniversary
#fundsportfoliocomment In its first 12 months to 30th June 2021, the JIC Funds’ Portfolio gained 34.5%, nicely ahead of the 25.0% for its...
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John Rosier
Jul 5, 20216 min read
June Review - Both portfolios gain in value
June 2021 Background At its monthly meeting, the Federal Reserve subtly changed its message about the future path of interest rates. It...
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John Rosier
Jul 3, 20211 min read
JIC Weekend Roundup
#weekendroundup Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) The bond markets seem to...
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John Rosier
Jul 1, 20211 min read
Month End - Up but only just and, JIC Funds' Portfolio's first birthday
#monthend The JIC Portfolio was up 0.2% in June, in line with the FTSE All-Share (TR) and behind the FTSE All-World (GBP, TR) return of...
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John Rosier
Jul 1, 20212 min read
Supreme adds to its sports nutrition range
Supreme: (SUP.L: AIM. Market Cap £226m, 194p, 2.5% of JIC Portfolio, High Risk/High Reward, 2.5% target) Small acquisition. Conclusion:...
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John Rosier
Jun 26, 20211 min read
Weekend Roundup - a good week for equities and commodities
#weekendroundup Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) Jerome Powell, Chairman of...
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John Rosier
Jun 24, 20211 min read
Another quiet news morning - just, Serica Energy goes ex-dividend 3.5p
Diary entry from Britain's highest inn, the Tanhill Inn. Nine days of the Pennine Way done, (135 miles), eight days to go (140 miles)....
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John Rosier
Jun 21, 20213 min read
Venture Life Group - new credit facility
Venture Life Group: (VLG.L, AIM All Share: Market Cap £122m, 97p, Low Risk/High Reward (7.5% target) currently 7.1% of JIC Portfolio)...
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John Rosier
Jun 19, 20212 min read
Weekend Roundup - The Fed tweaks its message and markets react
#weekendroundup Returns of selected markets; over one week and since 1st January. (Sorted by one-week column) The Federal Reserve...
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John Rosier
Jun 17, 20211 min read
Quiet Thursday - Just Renew Holdings Ex-dividend 4.83p
Renew Holdings goes ex-divdiend its 4.83p interim dividend. It wil be paid on 15th July.
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John Rosier
Jun 15, 20212 min read
SigmaRoc - Another piece in the jigsaw
SigmaRoc (SRC.L, AIM All-Share, Market Cap 260m, 93p, 3.9% of JIC Portfolio, Medium Risk/Medium Reward, target 2.5%) It has announced a...
179 views0 comments
John Rosier
Jun 15, 20213 min read
K3 Capital - Third great trading update in a row
K3 Capital: (K3C.L, AIM All Share: Market Cap £252m, 366p, 6.5% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Trading update...
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John Rosier
Jun 14, 20212 min read
Lundin Energy - Great news on production
Lundin Energy (LUNE.SS, Market Cap £7392m, SEK 303, 5.8% of JIC Portfolio) Lundin has announced an increase in its production guidance...
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