Search


Falling Review Price breached - Niox
NIOX Group (CIR, AIM All-Share, Market Cap £273m, 63.0p, 4.5% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...

John Rosier
Dec 19, 20232 min read
Â
Â
Â


JIC Portfolio Trades; Added to three existing positions
#jicportfoliotrade

John Rosier
Nov 21, 20232 min read
Â
Â
Â


Niox - Half-year results
NIOX Group (CIR, AIM All-Share, Market Cap £296m, 70.4p, 3.8% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
Sep 26, 20235 min read
Â
Â
Â


Niox Group - Another excellent update
NIOX Group (CIR, AIM All-Share, Market Cap £269m, 64.0p, 3.5% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
Jul 18, 20233 min read
Â
Â
Â


Current thoughts on my positions - Part II
#portfoliothoughts

John Rosier
Jul 12, 20235 min read
Â
Â
Â


Niox Group - Falling Price Review
NIOX Group (CIR, AIM All-Share, Market Cap £243m, 54p, 2.9% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
Jun 29, 20232 min read
Â
Â
Â


Niox - Special Dividend and I have increased my Rising Review Price
NIOX Group (CIR, AIM All-Share, Market Cap £243m, 62.4p, 3.3% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
Jun 7, 20232 min read
Â
Â
Â


Niox update - Big upgrades and will start paying a dividend - My "Price to Review" target increased
NIOX Group (CIR, AIM All-Share, Market Cap £243m, 58p, 3.1% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
May 18, 20233 min read
Â
Â
Â


Niox - Above my "target for review" price
NIOX Group (CIR, AIM All-Share, Market Cap £227m, 54p, 2.8% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
May 15, 20232 min read
Â
Â
Â


JIC Portfolio Trades - Two positions reduced to raise cash for investment in a new position
#jicportfoliotrade

John Rosier
Apr 26, 20232 min read
Â
Â
Â


Niox - 2022 results and update
NIOX Group (CIR, AIM All-Share, Market Cap £193m, 46p, 3.7% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
Mar 21, 20233 min read
Â
Â
Â


Niox Group - Target price for review achieved
NIOX Group (CIR, AIM All-Share, Market Cap £189m, 45.05p, 3.4% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
Feb 23, 20232 min read
Â
Â
Â


Thumbnail review of each position part III - Stocks 11-15
Gulf Keystone Petroleum (GKP.L, Market Cap £421m, 194p, 4.4% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...

John Rosier
Jan 26, 20234 min read
Â
Â
Â


Niox - 2022 update
NIOX Group (CIR, AIM All-Share, Market Cap £176m, 43.05p, 3.0% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
Jan 17, 20233 min read
Â
Â
Â


NIOX Group (formerly Circassia) interim results
NIOX Group (CIR, AIM All-Share, Market Cap £134m, 34.75p, 2.6% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
Sep 14, 20223 min read
Â
Â
Â


JIC Portfolio - sales to raise cash for the purchase of Ecofin Global Utilities...
#jicportfoliotrades

John Rosier
Aug 22, 20223 min read
Â
Â
Â


Circassia - Robust H1 update leads to full year upgrades and GKP ex-dividend 19.54p today
Circassia Group (CIR, AIM All-Share, Market Cap £134m, 32p, 4.1% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...

John Rosier
Jul 14, 20222 min read
Â
Â
Â


Circassia - Small uplift to value of company, and two big ex-divs today: SQZ, 9.0p and GKP, 11.56c
Circassia Group (CIR, AIM All-Share, Market Cap £138m, 33p, 4.1% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...

John Rosier
Jun 30, 20221 min read
Â
Â
Â


Thumbnail thoughts on each holding Part III. Stocks 11-15
#portfoliothoughts

John Rosier
May 17, 20226 min read
Â
Â
Â


Circassia - Strong start to 2022 - Results expected to be materially ahead of its expectations
Circassia Group (CIR, AIM All-Share, Market Cap £139m, 33.25p, 4.1% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...

John Rosier
May 12, 20223 min read
Â
Â
Â


