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JIC Portfolio Trades - Two trades. One position was sold completely and added to an existing position
#jicportfoliotrade

John Rosier
Aug 14, 20251 min read


JIC Portfolio: Short Review of each of my holdings (III)
Bloomsbury Publishing: 4.4% of the portfolio and a total return of 24.9% so far. The performance of Bloomsbury has been disappointing in...

John Rosier
Aug 14, 20253 min read


NIOX - AGM trading update
NIOX Group (NIOX, AIM All-Share, Market Cap £280m, 68p, 3.4% of JIC Portfolio) www.investors.niox.com Niox Group Plc is a United...

John Rosier
May 14, 20252 min read


Niox - Keensight decides not to acquire Niox
NIOX Group (NIOX, AIM All-Share, Market Cap £280m, 70p, 4.0% of JIC Portfolio) www.investors.niox.com Niox Group Plc is a United...

John Rosier
Apr 11, 20251 min read


JIC Portfolio Trade
NIOX Group (NIOX, AIM All-Share, Market Cap £300m, 69p, 4.0% of JIC Portfolio) www.investors.niox.com Niox Group Plc is a United...

John Rosier
Apr 7, 20251 min read


Niox - 2024 results
NIOX Group (NIOX, AIM All-Share, Market Cap £322m, 76p, 2.6% of JIC Portfolio) www.investors.niox.com Niox Group Plc is a United...

John Rosier
Apr 1, 20254 min read


Niox - Possible/probable bid at 81p
NIOX Group (NIOX, AIM All-Share, Market Cap £310m, 73.3p, 2.5% of JIC Portfolio) www.investors.niox.com Niox Group Plc is a United...

John Rosier
Mar 20, 20253 min read


JIC Portfolio Trade - Holding trimmed
#jicportfoliotrade

John Rosier
Feb 13, 20251 min read


Niox - Full-year trading update
NIOX Group (NIOX, AIM All-Share, Market Cap £248m, 58.4p, 2.8% of JIC Portfolio, 3.0% target position) www.investors.niox.com Niox...

John Rosier
Jan 16, 20254 min read


JIC Portfolio Trade - Added to existing position
#jicportfoliotrades

John Rosier
Oct 29, 20241 min read


Niox - Update on tender offer - my ploy to tender more than the guaranteed amount worked
NIOX Group (CIR, AIM All-Share, Market Cap £278m, 65.4p, 2.3% of JIC Portfolio, Medium Risk/High Reward 3.0% target position)...

John Rosier
Oct 24, 20241 min read


Niox tender offer - Hargreaves Lansdown has asked for my intructions
NIOX Group (CIR, AIM All-Share, Market Cap £288m, 68.5p, 2.9% of JIC Portfolio, Medium Risk/High Reward 3.0% target position)...

John Rosier
Oct 8, 20241 min read


Niox - Further to my post last week re the tender offer.
NIOX Group (CIR, AIM All-Share, Market Cap £281m, 65p, 2.9% of JIC Portfolio, Medium Risk/High Reward 3.0% target position)...

John Rosier
Oct 1, 20242 min read


Niox - Interim results and tender offer for 6.2% of outstanding shares at 80p.
NIOX Group (NIOX, AIM All-Share, Market Cap £281m, 66p, 2.8% of JIC Portfolio, Medium Risk/High Reward 3.0% target position)...

John Rosier
Sep 24, 20248 min read


Current thoughts on my positions - Part IV - Final part on Monday (AUCP, SLP, NGEX, HRI and CPI)
Hvivo 28.25p, 3.1% of JIC Portfolio. Last comment on Tuesday on half-year results . “Conclusion: The financial highlights are superb but...

John Rosier
Sep 13, 20246 min read


Niox Group - H1 Trading Update
NIOX Group (CIR, AIM All-Share, Market Cap £291m, 68.5p, 3.6% of JIC Portfolio, Medium Risk/High Reward 3.0% target position)...

John Rosier
Jul 17, 20242 min read


Niox Group - AGM trading update
NIOX Group (CIR, AIM All-Share, Market Cap £274m, 72.6p, 3.8% of JIC Portfolio, Medium Risk/High Reward 3.0% target position)...

John Rosier
May 22, 20241 min read



John Rosier
May 8, 20241 min read


Niox - 2023 Results
NIOX Group (CIR, AIM All-Share, Market Cap £274m, 64.8p, 4.5% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...

John Rosier
Mar 26, 20243 min read


Niox - Trading update
Niox Group (CIR, AIM All-Share, Market Cap £265m, 63p, 4.3% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...

John Rosier
Jan 18, 20242 min read


