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I was on an early flight out of Heathrow to Stockholm this morning. The NIOX half year update looked fine with revenue up 20% and...

Plus 500 (PLUS.L, FTSE 250. Market capitalisation: £2,343m, 3274p, 2.9% of JIC Portfolio)   www.plus500.com   Plus500 Ltd is an online...

The JIC Portfolio was up 0.3% last week, while the FTSE All-Share was up 0.2%. YTD, JIC Portfolio is up +3.6%, All-Share +9.7% Funds'...

Background:   Another eventful month to cap off an exhilarating first half of 2025. The US market has staged a sensational recovery from...

NGEx Minerals (TSX: NGEX, Market Cap C$3.3bn (£1.77 bn) C$ 15.90  (848p) currently 6.1% of JIC Portfolio). (In the portfolio view in my...

4imprint (FOUR.L, FTSE 250, Market Cap £1.1bn, 3685p, 3.0 per cent of JIC Portfolio)   4imprint Group plc is a United Kingdom-based...

Serica Energy (SQZ.L AIM All-Share, Market Cap £620m, 158p, (4.2% of JIC Portfolio)  www.serica-energy.com   North Sea oil and gas...

Polar Capital Holdings (POLR.L, Market Capitalisation: £455m, 480p, 3.3 % of JIC Portfolio) www.polarcapital.co.uk Polar Capital is a...

The JIC Portfolio was down 0.2% last week, while the FTSE All-Share was up 0.7%. YTD, JIC Portfolio up +3.4%, All-Share +9.6% Funds'...

I have added to three existing positions, taking each of them up to 5.0%. They have all exhibited strong growth in free cash flow, and in...

The JIC Portfolio was up 0.6% last week, while the FTSE All-Share was down 0.7%. YTD, JIC Portfolio up +3.8%, All-Share +8.8% Funds'...

On my way to Ascot so this will brief. NGEX has published its latest drill results. They look good and extend the area for which they...

XPS Pensions (XPS.L; FTSE 250. Market capitalisation: £779m, 376p, 2.1% of JIC Portfolio. Pensions Group PLC is a UK employee benefits...

ME International (MEGP.L FTSE 250 Index, Market Cap £846m, 227p, 5.2 per cent of JIC Portfolio) www.me-group.com   Interesting news...

Portfolios up - gold and oil exposure to the rescue when geopolitical tension heightened. JIC Portfolio was up 0.1% last week, FTSE...

PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £533m, 760p, 3.3% of JIC Portfolio)   www.paypoint.com     We enable payments...

Good week for both Portfolios. JIC Portfolio up 1.4% last week, FTSE All-Share +0.8%. YTD, JIC Portfolio up +3.0%, All-Share +9.4% Funds'...

Fireweed Metals (TSX: FWZ, Market Cap C$ 420m (£227m), C$ 2.28 (123p), currently 2.5% of JIC Portfolio). (In the portfolio view of my...

Background:   Another topsy-turvy month in the Trump world. Tariffs reduced, tariffs delayed, new tariffs introduced—a new term gained...

ME International (MEGP.L FTSE 250 Index, Market Cap £808m, 215p, 5.0 per cent of JIC Portfolio) www.me-group.com   H1 Trading update HERE...

JIC Portfolio up 1.0% last week, FTSE All-Share +0.9%.

Zegona Communications (ZEG, Mkt. cap. £4.8bn, 638p, 0% of JIC Poprtfolio)   The share price is down 12% today due to a report on...

JIC Portfolio up 1.3% last week, FTSE All-Share +0.2%.

I have decided to raise a little cash in the JIC Portfolio.   We are not far off the usually volatile summer months and there must be a...