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John Rosier
1 day ago1 min read
Bloomsbury - the briefest of brief updates
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £555m, 682p and 4.8% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
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John Rosier
Oct 24, 20243 min read
Bloomsbury Publishing - Outstanding H1 results
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £555m, 682p and 4.8% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
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John Rosier
Sep 9, 20247 min read
Current thoughts on my positions: Part I (stocks 1 - 6)
Paypoint 666p, 6.1% of the JIC Portfolio : My last update was on the 1 August update . The share price is down 4.0% since then, including...
669 views4 comments
John Rosier
Aug 21, 20241 min read
JIC Portfolio Trades: Trimmed a position and added to another
#jicportfoliotrade Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £578m, 710p and 5.0% of the JIC Portfolio, Medium Risk/High...
517 views0 comments
John Rosier
Jul 16, 20243 min read
Bloomsbury Publishing - Trading update
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £578m, 714p and 6.4% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
268 views0 comments
John Rosier
Jul 15, 20242 min read
Bloomsbury Publishing - "Rising- Review-Price" Review
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £578m, 704p and 6.3% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
229 views0 comments
John Rosier
May 29, 20247 min read
Bloomsbury Publishing - Sensible acqusition of North American academic publishing business
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £453m, 558p and 5.0% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
248 views0 comments
John Rosier
May 23, 20244 min read
Bloomsbury Publishing - Tremendous results, including a 25% dividend increase.
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £487m, 600p and 5.5% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
270 views0 comments
John Rosier
Feb 19, 20242 min read
Bloomsbury - Rising Price Review
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £540m, 550p and 5.6% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
299 views0 comments
John Rosier
Feb 14, 20243 min read
Bloomsbury - Excellent year-end trading update
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £401m, 491p and 5.2% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
233 views0 comments
John Rosier
Feb 2, 20241 min read
JIC Portfolio Trades - Four positions were reduced to provide cash for three new positions
#jicportfoliotrade I will be adding three new stocks to the JIC Portfolio today. Two of the holdings are from the 2024 competition. They...
625 views0 comments
John Rosier
Dec 7, 20233 min read
Bloomsbury Publishing - Unscheduled and welcome trading update
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £344m, 422p and 5.7% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
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John Rosier
Oct 26, 20234 min read
Bloomsbury Publishing - H1 Results - Solid
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £330m, 404p and 5.6% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
237 views0 comments
John Rosier
Jul 18, 20232 min read
Bloomsbury Publishing - A solid start to 2023/24
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £361m, 442p and 5.9% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
252 views0 comments
John Rosier
Jul 11, 20236 min read
Current thoughts on my positions - Part I
#portfoliothoughts Bioventix: Last commented on it in March with its interim results – “Another six months of robust growth -dividend up...
753 views0 comments
John Rosier
May 31, 20234 min read
Bloomsbury - Results and dividend higher than expected
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £335m, 410 and 5.5% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
231 views0 comments
John Rosier
Mar 15, 20233 min read
Bloomsbury Publishing - Upgrades after a robust second half
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £343m, 420p and 5.3% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...
322 views0 comments
John Rosier
Mar 2, 20232 min read
Five trades in JIC Portfolio - Tidying up and rejigging! Forecast dividend income increases
#jicportfoliotrade Ecofin Global Utilities and Infrastructure Trust (EGL.L, FTSE Small-Cap Index, Market Cap £242m, 214p, Medium...
655 views0 comments
John Rosier
Feb 20, 20231 min read
JIC Portfolio Trade - added to existing position
#jicportfoliotrade Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £351m, 4.27p and 4.0% of the JIC Portfolio, Medium Risk/High...
439 views0 comments
John Rosier
Feb 13, 20234 min read
JIC Portfolio Trades - An old position added back, funded by the complete sale of another position
#jicportfoliotrade Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £351m, 428p and 2.5% of the JIC Portfolio, Medium Risk/High...
685 views0 comments