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JIC Portfolio Trade - New position added - funded by selling (taking a loss) in Glencore
#jicportfoliotrade
John Rosier
Aug 20, 20245 min read
743 views
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Glencore - 2023 Results
Glencore (GLEN.L, Market Capitalisation: £48bn, 390p, 2.5% of JIC Portfolio, Medium Risk/Medium Reward =2.5% target weight)....
John Rosier
Feb 21, 20246 min read
413 views
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JIC Portfolio Trade - Position reduced
#jicportfoliotrade
John Rosier
Feb 9, 20241 min read
443 views
0 comments
JIC Portfolio Trades - Trimmed a position to add to today's big faller!
#jicportfoliotrades
John Rosier
Feb 5, 20241 min read
810 views
0 comments
Glencore buys 77% of Teck's steelmaking coal business
Glencore (GLEN.L, Market Capitalisation: £55bn, 443p, 5.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight)....
John Rosier
Nov 14, 20236 min read
349 views
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Glencore - Q3 Production Report
Glencore (GLEN.L, Market Capitalisation: £55bn, 447p, 5.3% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). Q3 Production...
John Rosier
Oct 30, 20232 min read
322 views
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Glencore H1 results - "top-up" shareholder returns announced
Glencore (GLEN.L, Market Capitalisation: £59bn, 445p, 5.1% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). H1 Results...
John Rosier
Aug 8, 20234 min read
375 views
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Glencore - Q2 Production; Full year guidance intact for production and profits
Glencore (GLEN.L, Market Capitalisation: £59bn, 472p, 5.2% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). Q2 Production...
John Rosier
Jul 21, 20233 min read
306 views
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Current thoughts on my positions - Part I
#portfoliothoughts
John Rosier
Jul 11, 20236 min read
754 views
0 comments
Glencore - Q1 production and an excellent start to 2023 from its Marketing segment
Glencore (GLEN.L, Market Capitalisation: £63bn, 502p, 5.4% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). Q1 Production...
John Rosier
Apr 21, 20233 min read
314 views
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Glencore bids for Teck Resources
Glencore (GLEN.L, Market Capitalisation: £57bn, 459p, 4.8% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). Yesterday...
John Rosier
Apr 4, 20232 min read
322 views
0 comments
News: Ex-dividends and buybacks
After a torrid day yesterday, hopefully, a calmer one today, but life goes on.
John Rosier
Mar 16, 20231 min read
499 views
0 comments
JIC Portfolio Trade - Added to an existing position
#jicportfoliotrade
John Rosier
Feb 22, 20231 min read
516 views
0 comments
Glencore 2022 results and dividend
Glencore (GLEN.L, Market Capitalisation: £65bn, 516p, 4.7% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). Results for...
John Rosier
Feb 15, 20235 min read
403 views
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Glencore - Q4 and 2022 production report
Glencore (GLEN.L, Market Capitalisation: £68.9bn, 541p, 4.9% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). As a global...
John Rosier
Feb 1, 20233 min read
321 views
0 comments
Thumbnail review of each position part II - Stocks 6-10
Ecora Resources (ECOR.L, Market Capitalisation: £387m, 151p, 5.7% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) ...
John Rosier
Jan 26, 20234 min read
649 views
0 comments
Glencore up to 5.0%, Harbour Energy up to 4.0% - funded by reducing Ecofin Global Utilities to 5.0%
#jicportfoliotrade
John Rosier
Nov 9, 20221 min read
536 views
0 comments
Move to targets in mining and oil & gas funded by reducing NextEnergy Solar Fund to 5.0%
#jicportfoliotrade
John Rosier
Nov 2, 20221 min read
601 views
0 comments
Glencore Q3 and downgrade to full-year guidance
Glencore (GLEN.L, Market Capitalisation: £65bn, 501p, 2.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight)....
John Rosier
Oct 28, 20224 min read
399 views
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Glencore added to JIC Portfolio
#jicportfoliotrade
John Rosier
Oct 27, 20222 min read
566 views
0 comments