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John Rosier
- Jan 18
- 1 min
JIC Portfolio Trade - IOG cut
#jicportfoliotrade Further to my earlier post, I have cut my position in IOG. I sold 76,705 shares at 7.96p, raising £6,099. The loss of...
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John Rosier
- Jan 18
- 2 min
IOG profit warning
IOG (IOG.L AIM All-Share, Market Cap £45m, 8.05p, 0.9% of JIC Portfolio, (High Risk/Medium Reward). www.iog.co.uk Earlier this month,...
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John Rosier
- Dec 22, 2022
- 4 min
IOG update - one step forward, half a step backward!
IOG (IOG.L AIM All-Share, Market Cap £85m, 15.9p, 1.9% of JIC Portfolio, (High Risk/Medium Reward). www.iog.co.uk Update: Conclusion:...
327 views0 comments
John Rosier
- Nov 25, 2022
- 2 min
IOG - Saturn Banks production restarts
IOG (IOG.L AIM All-Share, Market Cap £61m, 11.75p, 1.4% of JIC Portfolio, (High Risk/Medium Reward). www.iog.co.uk Saturn Banks...
323 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,...
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John Rosier
- Nov 11, 2022
- 3 min
IOG - Reassuring update
IOG (IOG.L AIM All-Share, Market Cap £61m, 11.75p, 1.4% of JIC Portfolio, (High Risk/Medium Reward). www.iog.co.uk Operational update:...
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John Rosier
- Oct 26, 2022
- 5 min
Commodity Exposure III - Likely changes to the JIC Portfolio
#commodities Today, the JIC Portfolio exposure to commodity stocks, excluding oil and gas, is as follows: Sylvania Platinum 7.1 per cent...
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John Rosier
- Oct 24, 2022
- 2 min
Commodity Exposure - How has it performed?
#portfoliothoughts #commodities A year ago, I posted two diary entries outlining why I had such a high exposure to commodities: Here and...
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John Rosier
- Oct 21, 2022
- 2 min
IOG - Another update
IOG (IOG.L AIM All-Share, Market Cap £57m, 11.0p, 1.4% of JIC Portfolio, (High Risk/Medium Reward). www.iog.co.uk While I was out...
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John Rosier
- Oct 20, 2022
- 6 min
IOG - All change at the top, and some broker research
IOG (IOG.L AIM All-Share, Market Cap £42m, 7.6p, 1.0% of JIC Portfolio, (High Risk/Medium Reward). www.iog.co.uk Board changes and...
381 views0 comments
John Rosier
- Oct 19, 2022
- 2 min
IOG - Further thoughts
Today's share price - it closed yesterday at 18.75p IOG (IOG.L AIM All-Share, Market Cap £48m, 8.75p, 1.2% of JIC Portfolio, (High...
385 views0 comments
John Rosier
- Oct 19, 2022
- 3 min
IOG update - and it's not good!
IOG (IOG.L AIM All-Share, Market Cap £98m, 18.75p, 2.3% of JIC Portfolio, (High Risk/Medium Reward, 0.0% target). www.iog.co.uk Update...
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John Rosier
- Sep 30, 2022
- 1 min
JIC Portfolio trade - Increased IOG position to 2.5%
#jicportfoliotrade IOG (IOG.L AIM All-Share, Market Cap £107m, 19p, 2.5% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target). ...
457 views0 comments
John Rosier
- Sep 30, 2022
- 2 min
IOG Production update
IOG (IOG.L AIM All-Share, Market Cap £107m, 21p, 2.1% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target). www.iog.co.uk...
376 views0 comments
John Rosier
- Aug 31, 2022
- 2 min
IOG - Added to position, taking it back up to 2.5% target weight
#jicportfoliotrade IOG (IOG.L AIM All-Share, Market Cap £150m, 27.25p, 2.5% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target). ...
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John Rosier
- Aug 25, 2022
- 2 min
IOG H1 Results - H2 production guidance downgraded but mitigated by high gas price
IOG (IOG.L AIM All-Share, Market Cap £180m, 35p, 2.5% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target) www.iog.co.uk IOG is a...
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John Rosier
- Jul 22, 2022
- 3 min
Two new holdings - Kistos and IOG
#jicportfoliotrade I have today increased my exposure to North Sea gas producers. I have bought 2.0% positions in two stocks, IOG and...
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