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

John Rosier
May 26, 20233 min read


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


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


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


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

John Rosier
Apr 26, 20232 min read


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


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


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


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


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


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


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


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


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


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


Commodity Exposure - Trades
#jicportfoliotrade

John Rosier
Oct 26, 20221 min read



John Rosier
Oct 26, 20225 min read


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

John Rosier
Oct 24, 20222 min read


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


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


