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John Rosier
Oct 24, 20222 min read
Commodity Exposure - How has it performed?
#portfoliothoughts #commodities
483 views
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John Rosier
Feb 28, 20221 min read
686 views
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John Rosier
Jan 11, 20222 min read
Central Asia Metals - Solid year-end update
Central Asia Metals (CAML, AIM UK 50, Market Cap £401m, 228p, 5.0% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...
340 views
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John Rosier
Oct 15, 20214 min read
Commodities - Why do I have so much commodity exposure II - Metals
#portfoliothoughts #books #commodities
497 views
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John Rosier
Oct 7, 20212 min read
Central Asia Metals - Q3 update
Central Asia Metals (CAML, AIM UK 50, Market Cap £392m, 222.5p, 5.0% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...
338 views
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John Rosier
Sep 15, 20214 min read
Central Asia Metals - Cash, cash, cash - debt down, divy up 33%
Central Asia Metals (CAML, AIM UK 50, Market Cap £408m, 232p, 5.0% of JIC Portfolio, Medium Risk/High Reward 5.0% target position) H1...
306 views
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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
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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...
222 views
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John Rosier
Apr 27, 20214 min read
Copper hits nine-year high - JIC Portfolio commodity exposure
With copper closing at a nine year high yesterday, I thought it timely to review the JIC Portfolio’s exposure to commodities.
510 views
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John Rosier
Apr 13, 20215 min read
SigmaRoc results - De La Rue update - CAML Q1's
SigmaRoc (SRC.L, AIM All-Share, Market Cap £231m, 83p, 3.8 of JIC Portfolio) Results for the year ended 31st December 2020. Conclusion: I...
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John Rosier
Mar 30, 20213 min read
Central Asia Metals - 2020 Results - Dividend increase smashes expectations
Central Asia Metals (CAML, AIM UK 50, Market Cap £436m, 247p, 4.8% of JIC Portfolio) Results for the year ended 31st December 2020...
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Jerry Fryars
Mar 8, 202110 min read
Central Asia Metals - blog history to 24th March
4th March 2021 Holding increased to 5.0% Central Asia Metals (CAML, AIM UK 50, Market Cap £461m, 255p, 5.0% of JIC Portfolio) I have just...
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