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John Rosier
May 22, 20231 min read
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...
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John Rosier
Apr 19, 20235 min read
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...
398 views
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John Rosier
Mar 29, 20232 min read
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...
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John Rosier
Jan 27, 20235 min read
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,...
556 views
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John Rosier
Jan 19, 20234 min read
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...
433 views
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John Rosier
Oct 26, 20225 min read
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, 20222 min read
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...
483 views
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John Rosier
Oct 20, 20221 min read
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 views
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John Rosier
Sep 7, 20223 min read
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 views
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John Rosier
Aug 9, 20222 min read
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) ...
411 views
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John Rosier
Jul 25, 20221 min read
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) ...
508 views
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John Rosier
Jul 25, 20222 min read
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 views
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John Rosier
Jul 22, 20223 min read
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...
853 views
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