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NGEX Minerals - Q2/H1 Results
NGEx Minerals (TSX: NGEX, Market Cap C$4.5bn (£2.5 bn), C$21.73 (1174p) currently 8.0% of JIC Portfolio). (In the portfolio view in my Investment Diary, I show the share price converted to sterling)
John Rosier
Aug 12, 20253 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
NGEX shareholders to benefit from spin-out of new royalty company
NGEx Minerals (TSX: NGEX, Market Cap C$3.75bn (£2.0 bn) C$ 18.15 (984p) currently 6.9% of JIC Portfolio). (In the portfolio view in my...
John Rosier
Jul 22, 20258 min read
NGEX - More super drilling results
NGEx Minerals (TSX: NGEX, Market Cap C$3.3bn (£1.77 bn) C$ 15.90 (848p) currently 6.1% of JIC Portfolio). (In the portfolio view in my...
John Rosier
Jul 2, 20253 min read
NGEX drill results
On my way to Ascot so this will brief. NGEX has published its latest drill results. They look good and extend the area for which they...
John Rosier
Jun 19, 20251 min read
JIC Portfolio Trade - Added to position
NGEx Minerals (TSX: NGEX, Market Cap C$2.53bn (£1.4 bn) C$ 12.20 (654p) currently 5.0% of JIC Portfolio). (In the portfolio view in my...
John Rosier
May 21, 20251 min read
NGEX - Major new discovery at Lunahuasi
NGEx Minerals (TSX: NGEX, Market Cap C$2.53bn (£1.4 bn) C$ 12.20 (654p) currently 4.2% of JIC Portfolio). (In the portfolio view in my...
John Rosier
May 21, 20253 min read
Lundin Mining - Vicuna District Mineral Resource Report - "Remarkable" and Exciting
Lundin Mining (TSX: LUN, Market Cap C$ 10.2bn (£5.7bn) C$ 11.90 (647p) currently 4.3% of JIC Portfolio). (In the portfolio view in...
John Rosier
May 7, 20254 min read
NGEX Minerals - Drilling results
NGEx Minerals (TSX: NGEX, Market Cap C$2.49bn (£1.4 bn) C$ 12.04 (654p) currently 4.4% of JIC Portfolio). (In the portfolio view in my...
John Rosier
Apr 24, 20255 min read
NGEX Minerals - 2024 Results
NGEx Minerals (TSX: NGEX, Market Cap C$2.99bn (£1.6bn), C$ 14.48 (804p) currently 5.1% of JIC Portfolio). (In the portfolio view in my...
John Rosier
Mar 26, 20251 min read
NGEX - Another set of excellent drilling results
NGEx Minerals (TSX: NGEX, Market Cap C$2.7bn (£1.5bn) C$ 13.03 (699p) currently 4.8% of JIC Portfolio). (In the portfolio view in my...
John Rosier
Mar 13, 202515 min read
NGEX Minerals - Another super set of drill results that significantly expands the area of mineralisation
NGEx Minerals (TSX: NGEX, Market Cap C$3.0bn (£1.76bn) C$ 14.14 (790p) 4.0% target, currently 51% of JIC Portfolio). (In the portfolio...
John Rosier
Feb 19, 20257 min read
NGEX Minerals - Another super update
NGEx Minerals (TSX: NGEX, Market Cap C$3.0bn (£1.76bn) C$ 14.60 (825p) 4.0% target, currently 5.3% of JIC Portfolio). (In the portfolio...
John Rosier
Jan 22, 20258 min read
NGEX Minerals - An early Christmas present?
NGEx Minerals (TSX: NGEX, Market Cap C$ 2. 5 bn (£ 1. 5 bn ) C$ 12.35 (679p) High Risk/High Reward, 4.0% target, currently 4.3% of JIC...
John Rosier
Dec 18, 20243 min read
Lundin Mining sells assets to focus on S. America. NGEx Minerals enters the TSX Composite Index on 23 December
NGEx Minerals : On Friday, it was announced that NGEx will enter the TSX Composite Index on 23rd December. This is positive news as it...
John Rosier
Dec 9, 20244 min read
NGEx Minerals - Q3 Results
NGEx Minerals (TSX: NGEX, Market Cap C$ 2.2bn (£1.25bn) C$ 11.38 (640p) High Risk/High Reward, 4.0% target, currently 4.0% of JIC...
John Rosier
Nov 13, 20245 min read
JIC Portfolio Trade - Added to two existing positions
#jicportfoliotrade
John Rosier
Nov 4, 20241 min read
NGEX Minerals: Commencement of Phase 3 Drilling Programme.
NGEx Minerals (TSX: NGEX, Market Cap C$ 2.2bn (£1.25bn) C$ 11.93 (664p) High Risk/High Reward, 3.0% target, currently 3.5% of JIC...
John Rosier
Oct 23, 20243 min read
NGEX Minerals - Programme for the coming drilling season
NGEx Minerals (TSX: NGEX, Market Cap C$ 1.6bn (£1.16bn) C$ 11.01 (615p) High Risk/High Reward, 3.0% target, currently 3.3% of JIC...
John Rosier
Sep 26, 20248 min read