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John Rosier
- Oct 24, 2022
- 2 min
Commodity Exposure - How has it performed?
#portfoliothoughts #commodities A year ago, I posted two diary entries outlining why I had such a high exposure to commodities: Here and...
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John Rosier
- Feb 28, 2022
- 1 min
JIC Portfolio Trades: Central Asia Metals sold - Global X Copper Miners ETF added
#jicportfoliotrade Central Asia Metals (CAML, AIM UK 50, Market Cap £388m, 220p, 0.0% of JIC Portfolio, High Risk/High Reward 5.0% target...
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John Rosier
- Jan 11, 2022
- 2 min
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)...
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John Rosier
- Oct 15, 2021
- 4 min
Commodities - Why do I have so much commodity exposure II - Metals
#portfoliothoughts #books #commodities "The World for Sale" I have just finished a super book, “The World for Sale” by Javier Blas and...
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John Rosier
- Oct 7, 2021
- 2 min
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)...
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John Rosier
- Sep 15, 2021
- 4 min
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...
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