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JIC Portfolio Trade - Another sale to fund the purchase of a company, which, I believe, has better prospects
#jicportfoliotrade
John Rosier
Aug 22, 20244 min read
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Harbour Energy - H1 Results
Harbour Energy (HBR.L, Market Capitalisation: £2.2bn, 280p, 3.6% of JIC Portfolio, Medium Risk/High Reward =4.0% target weight).  ...
John Rosier
Aug 8, 20243 min read
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Harbour Energy - Trading update ahead of AGM
Harbour Energy (HBR.L, Market Capitalisation: £2.1bn, 280p, 3.7% of JIC Portfolio, Medium Risk/High Reward =4.0% target weight)....
John Rosier
May 9, 20242 min read
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Harbour Energy - Results
Harbour Energy (HBR.L, Market Capitalisation: £2.1bn, 273p, 4.0% of JIC Portfolio, Medium Risk/High Reward =4.0% target weight)....
John Rosier
Mar 7, 20244 min read
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JIC Portfolio Trades - Four positions were reduced to provide cash for three new positions
#jicportfoliotrade
John Rosier
Feb 2, 20241 min read
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Harbour Energy - Year-end trading update and guidance
Harbour Energy (HBR.L, Market Capitalisation: £2.4bn, 295p, 6.7% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight)....
John Rosier
Jan 18, 20245 min read
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Christmas comes early! Harbour Energy acquires a portfolio of assets in a transformative deal.
Harbour Energy (HBR.L, Market Capitalisation: £2.3bn, 295p, 6.1% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight)....
John Rosier
Dec 22, 20239 min read
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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)....
John Rosier
Nov 29, 20234 min read
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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). ...
John Rosier
Aug 24, 202311 min read
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Current thoughts on my positions - Part II
#portfoliothoughts
John Rosier
Jul 12, 20235 min read
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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...
John Rosier
Jun 9, 20231 min read
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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). ...
John Rosier
May 31, 20233 min read
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JIC Portfolio Trade
#jicportfoliotrade
John Rosier
May 11, 20232 min read
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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). ...
John Rosier
May 10, 20234 min read
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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). ...
John Rosier
Apr 26, 20231 min read
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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
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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)....
John Rosier
Mar 9, 20234 min read
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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
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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...
John Rosier
Jan 19, 20235 min read
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John Rosier
Dec 16, 20222 min read
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