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John Rosier
May 3, 20232 min read
JIC Portfolio Trade - Position sold
#jicportfoliotrade CentralNic (CNIC.L, AIM All Share, Market Cap £352m, 1118p, Medium Risk/High Reward, 0.0% target, currently 0.0% of...
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John Rosier
Apr 24, 20232 min read
CentralNic - Q1 trading update
CentralNic (CNIC.L, AIM All Share, Market Cap £352m, 122.6p, Medium Risk/High Reward, 5.0% target, currently 4.8% of JIC Portfolio)...
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John Rosier
Mar 16, 20231 min read
News: Ex-dividends and buybacks
After a torrid day yesterday, hopefully, a calmer one today, but life goes on. Shoe Zone goes ex-dividend 11.5p per share today, so for...
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John Rosier
Feb 27, 20234 min read
CentralNic - 2022 results and maiden dividend
CentralNic (CNIC.L, AIM All Share, Market Cap £399m, 139.5p, Medium Risk/High Reward, 5.0% target, currently 6.3% of JIC Portfolio)...
377 views0 comments

John Rosier
Jan 30, 20233 min read
CentralNic - Robust year-end update
CentralNic (CNIC.L, AIM All Share, Market Cap £409m, 143p, Medium Risk/High Reward, 5.0% target, currently 6.3% of JIC Portfolio)...
282 views0 comments


John Rosier
Jan 25, 20234 min read
Thumbnail New Year review of each position - Numbers 1-5
Here is my latest thumbnail review of each position. Numbers one to five represent 36% of the portfolio by value. I will endeavour to...
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John Rosier
Dec 30, 20222 min read
CentralNic - Price Target increased, and it initiates a share buyback
CentralNic (CNIC.L, AIM All Share, Market Cap £433m, 150p, Medium Risk/High Reward, 5.0% target, currently 6.7% of JIC Portfolio)...
362 views0 comments

John Rosier
Dec 19, 20222 min read
CentralNic - Small acquisition
CentralNic (CNIC.L, AIM All Share, Market Cap £378m, 136p, Medium Risk/High Reward, 5.0% target, currently 6.3% of JIC Portfolio)...
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John Rosier
Dec 12, 20224 min read
CentralNic - All change at the top, reassuring trading update and end to the acquisition spree
CentralNic (CNIC.L, AIM All Share, Market Cap £378m, 131p, Medium Risk/High Reward, 5.0% target, currently 6.0% of JIC Portfolio)...
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John Rosier
Nov 22, 20224 min read
CentralNic nine-month results - Continued robust growth
CentralNic (CNIC.L, AIM All Share, Market Cap £367m, 127p, Medium Risk/High Reward, 5.0% target, currently 6.0% of JIC Portfolio)...
289 views0 comments

John Rosier
Oct 17, 20223 min read
CentralNic - Continued strong momentum - 2022 to be "materially" ahead of forecasts
CentralNic (CNIC.L, AIM All Share, Market Cap £346m, 120p, Medium Risk/High Reward, 5.0% target, currently 5.7% of JIC Portfolio)...
278 views0 comments

John Rosier
Sep 14, 20222 min read
CentralNic makes small earnings enhancing acquisition
CentralNic (CNIC.L, AIM All Share, Market Cap £333m, 116p, Medium Risk/High Reward, 5.0% target, currently 5.1% of JIC Portfolio)...
170 views0 comments

John Rosier
Aug 30, 20223 min read
CentralNic - H1 results - continues to deliver
CentralNic (CNIC.L, AIM All Share, Market Cap £348m, 120p, Medium Risk/High Reward, 5.0% target, currently 5.4% of JIC Portfolio)...
276 views0 comments

John Rosier
Jul 18, 20223 min read
CentralNic - Growth accelerates in Q2
CentralNic (CNIC.L, AIM All Share, Market Cap £328m, 113p, Medium Risk/High Reward, 5.0% target, currently 5.4% of JIC Portfolio)...
300 views0 comments

John Rosier
May 23, 20222 min read
CentralNic - Robust Q1 Results
CentralNic (CNIC.L, AIM All-Share, Market Cap £378m, 131p, Medium Risk/High Reward, 5.0% target, currently 5.9% of JIC Portfolio)...
297 views0 comments


John Rosier
May 12, 20225 min read
Thumbnail thoughts on each holding - Part II - Holdings 6-10
CentralNic (CNIC.L, AIM All Share, Market Cap £360m, 123p, Medium Risk/High Reward, 5.0% target, currently 6.1% of JIC Portfolio)...
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John Rosier
Apr 25, 20222 min read
CentralNic - Growth momentum continues in Q1
CentralNic (CNIC.L, AIM All Share, Market Cap £341m, 118p, Medium Risk/High Reward, 5.0% target, currently 5.1% of JIC Portfolio) A...
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John Rosier
Mar 22, 20221 min read
CentralNic - open offer allocation
CentralNic (CNIC.L, AIM All Share, Market Cap £360m, 125p, Medium Risk/High Reward, 5.0% target, currently 5.4% of JIC Portfolio)...
266 views0 comments

John Rosier
Mar 15, 20221 min read
CentralNic - Open Offer - Decision time
CentralNic (CNIC.L, AIM All Share, Market Cap £360m, 123p, Medium Risk/High Reward, 5.0% target, currently 4.6% of JIC Portfolio)...
343 views0 comments

John Rosier
Mar 4, 20222 min read
CentralNic - Update on open-offer
CentralNic (CNIC.L, AIM All Share, Market Cap £335m, 133p, Medium Risk/High Reward, 5.0% target, currently 4.9% of JIC Portfolio)...
296 views0 comments