Harbour Energy - Update for the nine months ended 30th September

6 days ago
4 min

Harbour Energy - Update for the nine months ended 30th September

Harbour Energy (HBR.L, Market Capitalisation: £1.7bn, 218p, 4.8% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight)....

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Harbour Energy - Interim Results - Still gushing cash

John Rosier

Aug 24
11 min

Harbour Energy - Interim Results - Still gushing cash

Harbour Energy (HBR.L, Market Capitalisation: £1.9bn, 242p, 5.1% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...

390 views0 comments

Current thoughts on my positions - Part II

John Rosier

Jul 12
5 min

Current thoughts on my positions - Part II

#portfoliothoughts Ecora Resources: last comment on 26th April – “Ecora resources – Q1 update” Little to the 26th of April conclusion....

605 views0 comments

Happy Friday II - "Hunt to soften energy windfall tax"

John Rosier

Jun 9
1 min

Happy Friday II - "Hunt to soften energy windfall tax"

Nice to see this on the front of the FT this morning. No details yet, but it must be good news for my two oil & gas positions, Serica...

333 views0 comments

John Rosier

May 31
3 min

Harbour Energy - Falling Price Review

Harbour Energy (HBR.L, Market Capitalisation: £1.78bn, 219.6p, 4.8% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...

388 views0 comments

John Rosier

May 11
2 min

JIC Portfolio Trade

#jicportfoliotrade Harbour Energy (HBR.L, Market Capitalisation: £2.0bn, 239p, 5.0% of JIC Portfolio, Medium Risk/High Reward =5.0%...

536 views0 comments

Harbour Energy - Solid Q1 with robust cash flow and debt down

John Rosier

May 10
4 min

Harbour Energy - Solid Q1 with robust cash flow and debt down

Harbour Energy (HBR.L, Market Capitalisation: £2.0bn, 243.3p, 4.1% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...

304 views0 comments

Harbour Energy - Oil find offshore Mexico

John Rosier

Apr 26
1 min

Harbour Energy - Oil find offshore Mexico

Harbour Energy (HBR.L, Market Capitalisation: £2.0bn, 242.5p, 4.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...

273 views0 comments

John Rosier

Mar 16
1 min

News: Ex-dividends and buybacks

After a torrid day yesterday, hopefully, a calmer one today, but life goes on. Shoe Zone goes ex-dividend 11.5p per share today, so for...

498 views0 comments

John Rosier

Mar 9
4 min

Harbour Energy - 2022 Results

Harbour Energy (HBR.L, Market Capitalisation: £2.4bn, 286.9p, 4.5% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight)....

375 views0 comments

Thumbnail review of each position part II - Stocks 6-10

John Rosier

Jan 26
4 min

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) ...

646 views0 comments

John Rosier

Jan 19
5 min

Harbour Energy - Year-end update

Harbour Energy (HBR.L, Market Capitalisation: £2.7bn, 318p, 5.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). Harbour...

359 views0 comments

JIC Portfolio Trades - Polar Capital Holdings and Harbour Energy up to target

John Rosier

Dec 16, 2022
2 min

JIC Portfolio Trades - Polar Capital Holdings and Harbour Energy up to target

#jicportfoliotrade Following the sale of K3 Capital this morning, I have added to two existing positions, taking them up to my target...

586 views0 comments

John Rosier

Nov 16, 2022
3 min

Windfall taxes

Tomorrow, we hear the government’s decision regarding increasing the windfall tax on UK oil & gas producers. As is the custom nowadays,...

543 views0 comments

Glencore up to 5.0%, Harbour Energy up to 4.0% - funded by reducing Ecofin Global Utilities to 5.0%

John Rosier

Nov 9, 2022
1 min

Glencore up to 5.0%, Harbour Energy up to 4.0% - funded by reducing Ecofin Global Utilities to 5.0%

#jicportfoliotrade Ecofin Global Utilities and Infrastructure Trust (EGL.L, FTSE Small-Cap Index, Market Cap £25241p, Medium Risk/High...

535 views0 comments

Harbour Energy - Trading update - Guidance revised upwards

John Rosier

Nov 3, 2022
3 min

Harbour Energy - Trading update - Guidance revised upwards

Conclusion: A good update. Guidance raised for revenue and free cash flow. A further $100m is to be returned to shareholders through...

409 views0 comments

Move to targets in mining and oil & gas funded by reducing NextEnergy Solar Fund to 5.0%

John Rosier

Nov 2, 2022
1 min

Move to targets in mining and oil & gas funded by reducing NextEnergy Solar Fund to 5.0%

#jicportfoliotrade Glencore (GLEN.L, Market Capitalisation: £67.8bn, 501p, 4.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target...

600 views0 comments

John Rosier

Oct 27, 2022
4 min

Harbour Energy added to JIC Portfolio

#jicportfoliotrade Harbour Energy (HBR.L, Market Capitalisation: £3.3bn, 390p, 2.0% of JIC Portfolio, Medium Risk/High Reward =5.0%...

596 views0 comments

Supreme
Surface Transforms
Sylvania
Temple Bar Investment Trust
Van-Eck Investment Trust
Van-Eck Investments Semi-Conductors
Van-Eck Video Gaming & eSports
Venture Life Group
Wisdom Tree Cloud Computing
Worldwide Healthcare Trust
Bloomsbury Publishing
Polar Capital Global Healthcare

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.

Contact Us

Supreme
Surface Transforms
Sylvania
Temple Bar Investment Trust
Van-Eck Investment Trust
Van-Eck Investments Semi-Conductors
Van-Eck Video Gaming & eSports
Venture Life Group
Wisdom Tree Cloud Computing
Worldwide Healthcare Trust
Bloomsbury Publishing
Polar Capital Global Healthcare

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.

Contact Us

Supreme Surface Transforms Sylvania Temple Bar Investment Trust Van-Eck Investment Trust Van-Eck Investments Semi-Conductors Van-Eck Video Gaming & eSports Venture Life Group Wisdom Tree Cloud Computing Worldwide Healthcare Trust Bloomsbury Publishing Polar Capital Global Healthcare

Supreme
Surface Transforms
Sylvania
Temple Bar Investment Trust
Van-Eck Investment Trust
Van-Eck Investments Semi-Conductors
Van-Eck Video Gaming & eSports
Venture Life Group
Wisdom Tree Cloud Computing
Worldwide Healthcare Trust
Bloomsbury Publishing
Polar Capital Global Healthcare