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John Rosier
- May 22
- 1 min
JIC Portfolio Trade
#jicportfoliotrade Kistos (LIST.L AIM All-Share, Market Cap £214m, 256p, 0.0 per cent of JIC Portfolio, (Medium Risk/Medium Reward, 0.0...
518 views0 comments
John Rosier
- Apr 19
- 5 min
Kistos - Andrew Austin does his deal
Kistos (LIST.L AIM All-Share, Market Cap £243m, 293p, 1.7% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target) www.kistosplc.com...
389 views0 comments
John Rosier
- Mar 29
- 2 min
Kistos Holdings - Update
Kistos (LIST.L AIM All-Share, Market Cap £310m, 280p, 1.9% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target) www.kistosplc.com...
324 views0 comments
John Rosier
- Jan 27
- 5 min
Thumbnail review of each position part IV - stocks 16-22
ME Group International (MEGP.L FTSE Small-Cap Index, Market Cap £488m, 128p, 2.8 per cent of JIC Portfolio, (Medium Risk/High Reward,...
554 views0 comments
John Rosier
- Jan 19
- 4 min
Kistos Holdings - Trading update
Kistos (LIST.L AIM All-Share, Market Cap £310m, 374p, 2.1% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target) www.kistosplc.com...
432 views0 comments
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...
549 views0 comments
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...
479 views0 comments
John Rosier
- Oct 20, 2022
- 1 min
Kistos - increased to 2.5%
#jicportfoliotrade Kistos (LIST.L AIM All-Share, Market Cap £331m, 403p, 2.5% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target) ...
509 views0 comments
John Rosier
- Sep 7, 2022
- 3 min
Kistos - Robust H1 helped by higher gas prices and an excellent acquisition
Kistos (LIST.L AIM All-Share, Market Cap £435m, 520p, 2.5% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target) www.kistosplc.com...
330 views0 comments
John Rosier
- Aug 9, 2022
- 2 min
Put up or shut up! Serica and Kistos
Serica Energy (SQZ.L AIM All-Share, Market Cap £1007m, 369p, 9.7% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
410 views0 comments
John Rosier
- Jul 25, 2022
- 1 min
JIC Portfolio trade - Kistos to 2.5%
#jicportfoliotrade Kistos (LIST.L AIM All-Share, Market Cap £438m, 520p, 2.5% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target) ...
507 views0 comments
John Rosier
- Jul 25, 2022
- 2 min
Serica Energy - revised offer from Kistos
Serica Energy (SQZ.L AIM All-Share, Market Cap £970m, 355p, 10.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
365 views0 comments
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...
852 views0 comments