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JIC Portfolio Trades - It's my birthday, so I have treated myself to some shares
I have added to three existing positions, taking each of them up to 5.0%. They have all exhibited strong growth in free cash flow, and in...
John Rosier
Jun 251 min read
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Gamma Communications: AGM trading update
Gamma Communications (GAMA.L, FTSE 250, Market Cap £1.24bn, 1304p, 4.3% of JIC Portfolio). www.gamma.co.uk  Gamma Communications plc is...
John Rosier
May 142 min read
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JIC Portfolio Trades: Forbo sold to fund addition to other holding
Gamma Communications (GAMA.L, FTSE 250, Market Cap £1.24bn, 1336p, 3.0% of JIC Portfolio). www.gamma.co.uk  Gamma Communications plc is...
John Rosier
May 21 min read
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Gamma Communications - Robust results slightly ahead of forecasts - New £50m buyback
Gamma Communications (GAMA.L, AIM 50, Market Cap £1.15bn, 1206p, 4.0% target, currently 3.0% of JIC Portfolio). www.gamma.co.uk  Gamma...
John Rosier
Mar 255 min read
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Gamma Communications - A reassuring year-end update and acquisition
Gamma Communications (GAMA.L, AIM 50, Market Cap £1.35bn, 1408p, 4.0% target, currently 3.4% of JIC Portfolio). www.gamma.co.uk  Gamma...
John Rosier
Jan 144 min read
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JIC Portfolio Trade - Added to an existing position (Gamma Communications)
Gamma Communications (GAMA.L, AIM 50, Market Cap £1.62bn, 1675p, Medium Risk/High Reward, 4.0% target, currently 4.0% of JIC Portfolio)....
John Rosier
Sep 17, 20241 min read
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Current thoughts on my positions: Part II
Serica Energy is 123p, 5.4% of the JIC Portfolio. My last comments were yesterday, when I added to my position at 113p. I watched the...
John Rosier
Sep 11, 20247 min read
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Gamma Communications - Great H1 - loads of cash - forecast at the top of the range for the full year
Gamma Communications (GAMA.L, AIM 50, Market Cap £1.45bn, 1502p, Medium Risk/High Reward, 3.0% target, currently 3.2% of JIC Portfolio)....
John Rosier
Sep 10, 20244 min read
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Gamma Communications
Gamma Communications (GAMA.L, AIM 50, Market Cap £1.45bn, 1490p, Medium Risk/High Reward, 3.0% target, currently 3.1% of JIC Portfolio)....
John Rosier
May 21, 20242 min read
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Gamma Communications - Rising Price Review
Gamma Communications (GAMA.L, AIM 50, Market Cap £1.43bn, 1473p, Medium Risk/High Reward, 3.0% target, currently 3.1% of JIC Portfolio)....
John Rosier
May 16, 20241 min read
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JIC Portfolio Trade - added to a position
#jicportfoliotrade
John Rosier
Apr 12, 20241 min read
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Gamma Communications - Results in line, robust cash generation, dividend up 17% and share buyback
Gamma Communications (GAMA.L, AIM 50, Market Cap £1.32bn, 1240p, Medium Risk/High Reward, 4.0% target, currently 2.7% of JIC Portfolio)....
John Rosier
Mar 25, 20244 min read
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JIC Portfolio Trade - New Position
#jicportfoliotrade
John Rosier
Feb 15, 20245 min read
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