Gulf Keystone

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

May 26, 2023
3 min

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

#jicportfoliotrade Gulf Keystone Petroleum (GKP.L, Market Cap £283m, 128p, 0.0 per cent of JIC Portfolio, (High Risk/High Reward, 0.0 per...

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John Rosier

May 23, 2023
3 min

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)...

376 views0 comments

Gulf Keystone - At last, some encouraging news

John Rosier

May 12, 2023
1 min

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)...

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John Rosier

Apr 27, 2023
4 min

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)...

269 views0 comments

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

John Rosier

Apr 26, 2023
2 min

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

#jicportfoliotrade I spent much of yesterday writing a diary entry for a potential new addition to the JIC Portfolio. I then agonised...

468 views0 comments

Oil prices are up, and the KRG is reported to be close to an agreement with the Iraqi government

John Rosier

Apr 3, 2023
1 min

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)...

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Gulf Keystone - Update regarding the cessation of exports

John Rosier

Mar 31, 2023
2 min

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)...

276 views0 comments

John Rosier

Mar 27, 2023
3 min

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)...

384 views0 comments

Gulf Keystone - 2022 results and another dividend

John Rosier

Mar 23, 2023
9 min

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)...

313 views0 comments

Gulf Keystone - payments from the KRG. BRWM went ex 23.5p dividend this morning.

John Rosier

Mar 9, 2023
3 min

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)...

351 views0 comments

John Rosier

Feb 8, 2023
1 min

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)...

314 views0 comments

Gulf Keystone update following Turkish earthquake

John Rosier

Feb 7, 2023
2 min

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)...

308 views0 comments

John Rosier

Jan 30, 2023
8 min

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)...

338 views0 comments

Thumbnail review of each position part III - Stocks 11-15

John Rosier

Jan 26, 2023
4 min

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) ...

546 views0 comments

John Rosier

Dec 19, 2022
4 min

Gulf Keystone - Update

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

346 views0 comments

John Rosier

Oct 26, 2022
1 min

Commodity Exposure - Trades

#jicportfoliotrade Trades: I have cut my position in Lloyds Banking Group: The positive argument for holding Lloyds is that it should...

639 views0 comments

Commodity Exposure III - Likely changes to the JIC Portfolio

John Rosier

Oct 26, 2022
5 min

Commodity Exposure III - Likely changes to the JIC Portfolio

#commodities Today, the JIC Portfolio exposure to commodity stocks, excluding oil and gas, is as follows: Sylvania Platinum 7.1 per cent...

551 views0 comments

Commodity Exposure - How has it performed?

John Rosier

Oct 24, 2022
2 min

Commodity Exposure - How has it performed?

#portfoliothoughts #commodities A year ago, I posted two diary entries outlining why I had such a high exposure to commodities: Here and...

483 views0 comments

John Rosier

Sep 28, 2022
1 min

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)...

332 views0 comments

Gulf Keystone H1 results - Cash gusher - another 10p dividend

John Rosier

Sep 1, 2022
4 min

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)...

368 views0 comments

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

ABOUT ME

I launched this website in January 2012 so that I could share with other investors how I manage my investment portfolio; the JIC Portfolio.

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