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Catching up with a few things!
International Petroleum, LunR Royalties, Serica Energy, SpaceX and IG Group.

John Rosier
Aug 183 min read


IG Group: Pah!
"This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE IG Group (IGG.L, FTSE Mid-250, Market Cap £4.4bn, 1348p, currently 3.7 per cent of the JIC Portfolio) IG Group Holdings plc is a United Kingdom-based global financial technology company. The Company delivers online trading platforms and an educational ecosystem. The Company’s products in

John Rosier
Aug 33 min read


IG Group: H1 Results and major acquisition
"This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE IG Group (IGG.L, FTSE Mid-250, Market Cap £5.6bn, 1706p, currently 4.6 per cent of the JIC Portfolio) IG Group Holdings plc is a United Kingdom-based global financial technology company. The Company delivers online trading platforms and an educational ecosystem. The Company’s products in

John Rosier
Jul 314 min read


IG Group update and JIC Portfolio Trade
"This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE IG Group (IGG.L, FTSE Mid-250, Market Cap £6.0bn, 1814p, currently 5.0 per cent of the JIC Portfolio) IG Group Holdings plc is a United Kingdom-based global financial technology company. The Company delivers online trading platforms and an educational ecosystem. The Company’s products

John Rosier
Jul 82 min read


JIC Portfolio Trade: Holding Reduced
#jicportfoliotrade

John Rosier
Jun 192 min read


JIC Portfolio Trades: Reduced two positions to 4.0 per cent
I have reduced two positions to 4.0% each, realising a decent profit. My feeling is that 4.0 per cent is probably enough, given the recent strong performance. My cash weighting increased to 9.5 per cent. The trades: IG Group goes down to 4.0 per cent. It's had a good run since the positive trading update The RSI is overbought As in the past, I wouldn’t be surprised if there was a period of consolidation Bloomsbury Publishing goes down to 4.0 per cent It's had a good run since

John Rosier
Jun 81 min read


IG Group: AGM Trading update
IG Group (IGG.L, FTSE Mid-250, Market Cap £5.2bn, 1576p, currently 5.0 per cent of the JIC Portfolio) IG Group Holdings plc is a United Kingdom-based global financial technology company. The Company delivers online trading platforms and an educational ecosystem. The Company’s products include OTC leveraged derivatives, exchange-traded derivatives and stock trading and investments AGM Trading Update: Full release HERE My Conclusion: It had a tremendous Q1. It should lead t

John Rosier
May 193 min read


IG Group: Robust results and trading update
IG Group (IGG.L, FTSE Mid-250, Market Cap £4.7bn, 1426p, currently 4.7% of JIC Portfolio) IG Group Holdings plc is a United Kingdom-based global financial technology company. The Company delivers online trading platforms and an educational ecosystem. The Company’s products include OTC leveraged derivatives, exchange-traded derivatives and stock trading and investments Results for the year ended December 2025 and update for the first two months of 2026 My conclusion: A s

John Rosier
Mar 197 min read


IG Group: Robust trading update
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.97bn, 1166p, currently 4.4% of JIC Portfolio) IG Group Holdings plc is a United Kingdom-based global financial technology company. The Company delivers online trading platforms and an educational ecosystem. The Company’s products include OTC leveraged derivatives, exchange-traded derivatives and stock trading and investments Trading update: Conclusion: Overall, an encouraging update with it firming up its guidance for the who

John Rosier
Dec 16, 20259 min read


Catching up! Strategic Equity Capital (tender offer), IG Group (Q1 update) and NGEX (season four drilling schedule)
I was away yesterday. Catching up with a few things today. Strategic Equity Capital (SEC.l Mkt cap £155m, 360p, 4.0% of Funds'...

John Rosier
Sep 26, 202516 min read


JIC Portfolio: Short Review of each of my positions (II)
KraneShares China Internet ETF . Up 1.6% on my average purchase price (which was admittedly poorly timed). 4.8% of the JIC Portfolio. I'm...

John Rosier
Aug 13, 20254 min read


IG Group - Full year results
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.7bn, 1059p, currently 4.5% of JIC Portfolio) IG Group Holdings plc is a United...

John Rosier
Jul 24, 20254 min read


JIC Portfolio Trades - Increasing cash through multiple sales
I have decided to raise a little cash in the JIC Portfolio. We are not far off the usually volatile summer months and there must be a...

John Rosier
May 22, 20251 min read


IG Group - Positive Trading and Balance Sheet Update
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.8bn, 1089p, currently 5.9% of JIC Portfolio) IG Group Holdings plc is a global financial...

John Rosier
May 12, 20253 min read


JIC Portfolio Trade - Holding trimmed
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.7bn, 1069p, currently 6.0% of JIC Portfolio) IG Group Holdings plc is a global financial...

John Rosier
Apr 28, 20251 min read


IG Group - Robust Q3 trading
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.2bn, 925p, currently 6.2% of JIC Portfolio) IG Group Holdings plc is a United...

John Rosier
Mar 13, 20254 min read


IG Group - H1 Results - knock out!
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.6bn, 1073p, 5.0% target, currently 6.7% of JIC Portfolio) IG Group Holdings plc is a...

John Rosier
Jan 23, 20254 min read


IG Group - Acquires Freetrade
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.6bn, 1023p, 5.0% target, currently 6.3% of JIC Portfolio) IG Group Holdings plc is a...

John Rosier
Jan 16, 20254 min read


IG Group - Very strong Q1
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.5bn, 960p, Medium Risk/High Reward, 5.0% target, currently 6.1% of JIC Portfolio) IG Group...

John Rosier
Sep 12, 20242 min read


Current thoughts on my positions: Part I (stocks 1 - 6)
Paypoint 666p, 6.1% of the JIC Portfolio : My last update was on the 1 August update . The share price is down 4.0% since then, including...

John Rosier
Sep 9, 20247 min read

