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News from two Lundin Companies
This will have to be brief, but two positive news releases from NGEX Minerals and International Petroleum. I like to have a stress-free holiday - thank you, Lundin Group companies, for helping. International Petroleum Corporation released Q4 numbers and guidance for 2026. It also projects free cash flow for the next four years and beyond. International Petroleum (TSX: IPCO, Market Cap C$3.4bn (£1. 82bn ). Share price C$30.54 (1645p). 7.0% of JIC Portfolio). (In the portfolio
John Rosier
Feb 103 min read
JIC Portfolio Trade: Added to existing position
#jicportfoliotrade
John Rosier
Jan 271 min read
Well worth 50 minutes of anyone's time: Interview with Adam and Jack Lundin by "Money of Mine"
#podcasts Click on the picture above or HERE I listened to this today. It gives a good insight into the way the Lundins operate and the culture of the group. There are interesting parts on Lundin Mining and how it can see its way through financing the development of Vicuna with its JV partner BHP. NGEX is mentioned along with the recent spin-out of LunR royalty company. Altogether, a very informative podcast for both shareholders in Lundin Group companies and those thinking a
John Rosier
Nov 12, 20251 min read
International Petroleum Corp: Q3 Results - One-liner: “Blackrod early = bigger, sooner cash; buybacks + hedges = downside protected upside.”
International Petroleum (TSX: IPCO, Market Cap C$2.5bn (£1.35bn). Share price C$22.70 (1229p). 4.7% of JIC Portfolio). (In the portfolio view in my Investment Diary, I show the share price converted to sterling). Q3 results The full statement can be found HERE Conclusion: I particularly like the Grok AI one liner: “Blackrod early = bigger, sooner cash; buybacks + hedges = downside protected upside.” Not much to add to that. Production was ahead of guidance, costs below
John Rosier
Nov 4, 20254 min read
JIC Portfolio: Short Review of each of my positions (I)
Background: I have discussed a potential market melt-up in my last two monthly reviews. I think that is what we are witnessing. I...
John Rosier
Aug 11, 20255 min read
I should go away more often!
I’m back from my hike along the Great Glen Way. Great fun with some old university friends, but not a route I would particularly...
John Rosier
Aug 8, 20252 min read
International Petroleum Corporation
International Petroleum (TSX: IPCO, Market Cap C$2.3bn (£1.3bn). Share price C$18.33 (998p). 4.7% of JIC Portfolio). (In the portfolio...
John Rosier
May 6, 20254 min read
International Petroleum Corp 2024 results and guidance
International Petroleum (TSX: IPCO, Market Cap C$2.3bn (£1.3bn). Share price C$19.81 (1119p). 5.0% target, currently 5.1% of JIC...
John Rosier
Feb 11, 20257 min read
John Rosier
Nov 5, 20241 min read
Current thoughts on my positions - Part III (Part IV tomorrow and final part on Monday)
Lundin Mining 657p, 3.5% of the JIC Portfolio . Recent addition to the Portfolio with dairy entry HERE . Never mind the poor short-term...
John Rosier
Sep 12, 20245 min read
JIC Portfolio Trades - Added to three of my commodity positions with the cash raised this morning
#jicportfoliotrade
John Rosier
Sep 4, 20241 min read
JIC Portfolio Trade - The other side of the trade made earlier today
International Petroleum (TSX: IPCO, Market Cap C$2.3bn (£1.3bn). Share price C$19.6 (1100p). Medium Risk/High Reward, 3.0% target,...
John Rosier
Aug 22, 20241 min read
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