Search


JIC Portfolio Trade - Holding sold after "Falling Price Review"
#jicportfoliotrade

John Rosier
May 26, 20233 min read
Â
Â
Â


Gulf Keystone - Update
Gulf Keystone Petroleum (GKP.L, Market Cap £283m, 130.8p, 2.3 per cent of JIC Portfolio, (High Risk/High Reward, 2.5 per cent target)...

John Rosier
May 23, 20233 min read
Â
Â
Â


Gulf Keystone - At last, some encouraging news
Gulf Keystone Petroleum (GKP.L, Market Cap £319m, 148p, 2.5 per cent of JIC Portfolio, (High Risk/High Reward, 2.5 per cent target)...

John Rosier
May 12, 20231 min read
Â
Â
Â


Gulf Keystone - update
Gulf Keystone Petroleum (GKP.L, Market Cap £319m, 147p, 2.5 per cent of JIC Portfolio, (High Risk/High Reward, 2.5 per cent target)...

John Rosier
Apr 27, 20234 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


Oil prices are up, and the KRG is reported to be close to an agreement with the Iraqi government
Gulf Keystone Petroleum (GKP.L, Market Cap £315m, 145.8p, 3.5% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Apr 3, 20231 min read
Â
Â
Â


Gulf Keystone - Update regarding the cessation of exports
Gulf Keystone Petroleum (GKP.L, Market Cap £372m, 145p, 3.5% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Mar 31, 20232 min read
Â
Â
Â


Gulf Keystone - Exports suspended
Gulf Keystone Petroleum (GKP.L, Market Cap £375m, 173.4p, 4.3% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Mar 27, 20233 min read
Â
Â
Â


Gulf Keystone - 2022 results and another dividend
Gulf Keystone Petroleum (GKP.L, Market Cap £379m, 175.4p, 4.3% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Mar 23, 20239 min read
Â
Â
Â


Gulf Keystone - payments from the KRG. BRWM went ex 23.5p dividend this morning.
Gulf Keystone Petroleum (GKP.L, Market Cap £438m, 193p, 4.6% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Mar 9, 20233 min read
Â
Â
Â


Gulf Keystone - exports resumed
Gulf Keystone Petroleum (GKP.L, Market Cap £417m, 196p, 4.4% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Feb 8, 20231 min read
Â
Â
Â


Gulf Keystone update following Turkish earthquake
Gulf Keystone Petroleum (GKP.L, Market Cap £417m, 193p, 4.4% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Feb 7, 20232 min read
Â
Â
Â


Gulf Keystone - Update and dividend
Gulf Keystone Petroleum (GKP.L, Market Cap £428m, 198p, 4.4% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Jan 30, 20238 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


Gulf Keystone - Update
Gulf Keystone Petroleum (GKP.L, Market Cap £435m, 201p, 4.7% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Dec 19, 20224 min read
Â
Â
Â


Commodity Exposure - Trades
#jicportfoliotrade

John Rosier
Oct 26, 20221 min read
Â
Â
Â



John Rosier
Oct 26, 20225 min read
Â
Â
Â


Commodity Exposure - How has it performed?
#portfoliothoughts #commodities

John Rosier
Oct 24, 20222 min read
Â
Â
Â


It's not much, but it helps!
Gulf Keystone Petroleum (GKP.L, Market Cap £434m, 200p, 4.2% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Sep 28, 20221 min read
Â
Â
Â


Gulf Keystone H1 results - Cash gusher - another 10p dividend
Gulf Keystone Petroleum (GKP.L, Market Cap £523m, 242p, 4.8% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Sep 1, 20224 min read
Â
Â
Â