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John Rosier
Aug 22, 20244 min read
JIC Portfolio Trade - Another sale to fund the purchase of a company, which, I believe, has better prospects
#jicportfoliotrade Wouldn’t it be nice to invest in an oil & gas company which: - Operates in a region where the government...
629 views0 comments
John Rosier
Aug 8, 20243 min read
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). ...
340 views0 comments
John Rosier
May 9, 20242 min read
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)....
330 views0 comments
John Rosier
Mar 7, 20244 min read
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)....
297 views0 comments
John Rosier
Feb 2, 20241 min read
JIC Portfolio Trades - Four positions were reduced to provide cash for three new positions
#jicportfoliotrade I will be adding three new stocks to the JIC Portfolio today. Two of the holdings are from the 2024 competition. They...
625 views0 comments
John Rosier
Jan 18, 20245 min read
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)....
315 views0 comments
John Rosier
Dec 22, 20239 min read
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)....
400 views0 comments
John Rosier
Nov 29, 20234 min read
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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John Rosier
Aug 24, 202311 min read
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). ...
393 views0 comments
John Rosier
Jul 12, 20235 min read
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....
626 views0 comments
John Rosier
Jun 9, 20231 min read
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...
335 views0 comments
John Rosier
May 31, 20233 min read
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). ...
390 views0 comments
John Rosier
May 11, 20232 min read
JIC Portfolio Trade
#jicportfoliotrade Harbour Energy (HBR.L, Market Capitalisation: £2.0bn, 239p, 5.0% of JIC Portfolio, Medium Risk/High Reward =5.0%...
540 views0 comments
John Rosier
May 10, 20234 min read
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
John Rosier
Apr 26, 20231 min read
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). ...
274 views0 comments
John Rosier
Mar 16, 20231 min read
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...
499 views0 comments
John Rosier
Mar 9, 20234 min read
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)....
376 views0 comments
John Rosier
Jan 26, 20234 min read
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) ...
649 views0 comments
John Rosier
Jan 19, 20235 min read
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
John Rosier
Dec 16, 20222 min read
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...
590 views0 comments