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John Rosier
12 minutes ago1 min read
Funds' Portfolio Trade - New Position
HANetf Future of Defense ETF (NATP, Market Cap £548m, 1105p, 5.0% of Funds’ Portfolio. (5.0% target)  I have just bought a 5.0%...
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John Rosier
4 hours ago3 min read
Serica Energy - Triton down again!
Hobart from Mount Wellington Serica Energy (SQZ.L AIM All-Share, Market Cap £562m, 144p, 5.0% of JIC Portfolio. (5.0% target) ...
213 views0 comments

John Rosier
4 hours ago7 min read
Plus 500 - 2024 Results, new share buyback and special dividend
Plus 500 (PLUS.L, FTSE 250. Market capitalisation: £2,107m, 2864p, 2.0% of JIC Portfolio. Current target - 2.2%)  www.plus500.com  ...
139 views0 comments

John Rosier
1 day ago3 min read
Wilmington - Half-year results
Wilmington (WIL.L.  Market capitalisation: £333m, 370p, 3.1% of JIC Portfolio. 3.0% target weight)  Wilmington plc is a United...
203 views0 comments


John Rosier
3 days ago2 min read
Weekend Roundup
#weekendroundup The Blue Mountains Returns of selected markets over the last week and since 1st January. This week is sorted by the last...
246 views0 comments


John Rosier
4 days ago2 min read
XPS Pensions - Lovely update
XPS Pensions (XPS.L; FTSE 250. Market capitalisation: £719m, 347p, 2.0% of JIC Portfolio. 2.0% target weight)    XPS Pensions Group...
256 views0 comments

John Rosier
5 days ago1 min read
JIC Portfolio Trade - New position
#jicportfoliotrade UBER Technologies: (UBER; Market capitalisation: $169bn, $80.40, 1.0% of JIC Portfolio. 1.0% target weight) Â ...
416 views0 comments

John Rosier
5 days ago1 min read
JIC Portfolio Trade - Holding trimmed
#jicportfoliotrade NIOX Group (NIOX, AIM All-Share, Market Cap £257m, 60.7p, 2.0% of JIC Portfolio, 2.0% target position)...
426 views0 comments

John Rosier
Feb 117 min read
International Petroleum Corp 2024 results and guidance
International Petroleum (TSX: IPCO, Market Cap C$2.3bn (£1.3bn). Share price C$19.81 (1119p). 5.0% target, currently 5.1% of JIC...
206 views0 comments

John Rosier
Feb 82 min read
Weekend Roundup
#weekendroundup Will copper break out through the July and September 2024 ceiling? Returns of selected markets over the last week and...
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John Rosier
Feb 81 min read
Calendar, dividends and something for tinnitus sufferers!
#calendar #dividends Big coastline on the Mornington Peninsula Tinnitus sufferers. Put this on loop - it might help!
270 views0 comments


John Rosier
Feb 71 min read
January Review was posted last night
Ferry from Queenscliffe to Sorrento I posted my January review but did not receive a notification. I guess nor did anyone else. Let's see...
240 views0 comments


John Rosier
Feb 68 min read
January 2025 Review
Background: Â To describe January as eventful would be to do it a disservice. Trump's inauguration speech clearly stated that he intends...
235 views0 comments


John Rosier
Feb 51 min read
Again, there is no news for my holdings, but I have adjusted a stop-loss
The Twelve Apostles - The Great Ocean Road Zegona Communications has rocketed since I bought a 2.0% position at 399p on 22nd January....
153 views0 comments

John Rosier
Feb 31 min read
Serica Energy - Update on license from OFAC
Serica Energy (SQZ.L AIM All-Share, Market Cap £548m, 140p, 4.9% of JIC Portfolio. (5.0% target) www.serica-energy.com  North Sea oil...
352 views0 comments


John Rosier
Feb 12 min read
Weekend Roundup - From Melbourne
#weekendroundup Black Swan I am not a millionaire fleeing Britain but I have relocated to Australia for February. I'm visiting my...
320 views0 comments


John Rosier
Jan 292 min read
Funds' Portfolio Trade - New position
#fundsportfoliotrade Ashoka India Equity Trust: (AIE.L. Market capitalisation: £460m, 278p, 5.0% of JIC Portfolio. 5.0% target weight)...
452 views0 comments

John Rosier
Jan 299 min read
PayPoint Q3 update - Phew again!
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £500m, 703p, 5.0% of JIC Portfolio.  5.0% target weight)  www.paypoint.com   ...
241 views0 comments

John Rosier
Jan 295 min read
WH Smith - Trading update - Phew!
WH Smith (SMWH.L FTSE 250, Market Cap £1.5bn, 1190p, 1.0 per cent target, currently 1.0% of JIC Portfolio)  https://www.whsmithplc.co.uk...
257 views0 comments

John Rosier
Jan 283 min read
JIC Portfolio - New Holding
#jicportfoliotrade WH Smith (SMWH.L FTSE 250, Market Cap £1.5bn, 5759p, 1.0 per cent target, currently 1.0% of JIC Portfolio)  ...
408 views0 comments

John Rosier
Jan 281 min read
JIC Portfolio Trade and my moving up towards thirty positions
4imprint (FOUR.L, FTSE 250, Market Cap £1.4bn, 5759p, 4.0 per cent target, currently 4.0% of JIC Portfolio)  4imprint Group plc is a...
397 views0 comments

John Rosier
Jan 273 min read
Funds' Portfolio Trades - Two positions sold - Implications of DeepSeek!
#fundsportfoliotrade You know what they say: if you are going to panic, panic fast. I have sold all my shares in Polar Capital Technology...
499 views0 comments