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JIC Portfolio Trade; Holding sold
#jicportfoliotrade

John Rosier
Nov 131 min read
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Premier Foods: Half-year results
Premier Foods (PFD.L, FTSE 250, Market Cap £1.5bn, 173p, 2.8% of JIC Portfolio)  www.premierfoods.co.uk  H1 Results HERE  Conclusion: I’m finding it difficult to find the right words. Lacklustre might be too harsh, but it's hardly exciting. The good news is that it's happy with full-year expectations, but that does require a better H2 and good Christmas sales. On 13 August, when I published a short review of each of my positions, I said, “ Premier Foods:  4.5% of JIC Portf

John Rosier
Nov 135 min read
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JIC Portfolio Trades - Two positions reduced to 3.0% to raise cash for new purchase
#jicportfoliotrade

John Rosier
Oct 151 min read
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Premier Foods - Acquisition
Premier Foods (PFD.L, FTSE 250, Market Cap £1.7bn, 187p, 4.5% of JIC Portfolio)  www.premierfoods.co.uk  Acquisition of Merchant...

John Rosier
Aug 211 min read
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JIC Portfolio: Short Review of each of my positions (II)
KraneShares China Internet ETF . Up 1.6% on my average purchase price (which was admittedly poorly timed). 4.8% of the JIC Portfolio. I'm...

John Rosier
Aug 134 min read
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Premier Foods - Q1 trading update
Premier Foods (PFD.L, FTSE 250, Market Cap £1.7bn, 194p, 4.8% of JIC Portfolio)  www.premierfoods.co.uk  Q1 trading update for three...

John Rosier
Jul 174 min read
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JIC Portfolio Trades - It's my birthday, so I have treated myself to some shares
I have added to three existing positions, taking each of them up to 5.0%. They have all exhibited strong growth in free cash flow, and in...

John Rosier
Jun 251 min read
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JIC Portfolio Trades - Increasing cash through multiple sales
I have decided to raise a little cash in the JIC Portfolio. Â We are not far off the usually volatile summer months and there must be a...

John Rosier
May 221 min read
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Premier Foods - Results for year end March 2025
Premier Foods (PFD.L, FTSE 250, Market Cap £1.7bn, 179p, 5.4% of JIC Portfolio)  www.premierfoods.co.uk  Final results: Full release...

John Rosier
May 151 min read
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Premier Foods Q3 trading update - a sweet treat!
Premier Foods (PFD.L, FTSE 250, Market Cap £1.6bn, 179p, 5.0 per cent target, currently 5.0% of JIC Portfolio)  www.premierfoods.co.uk  ...

John Rosier
Jan 214 min read
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JIC Portfolio Trade - Added to existing position
#jicportfoliotrade

John Rosier
Nov 15, 20241 min read
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Premier Foods - H1 Results - Solid progress
Premier Foods (PFD.L, FTSE 250, Market Cap £1.6bn, 188p, Medium Risk/High Reward, 5.0 per cent target, currently 4.4% of JIC Portfolio)  ...

John Rosier
Nov 14, 20245 min read
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Current thoughts on my positions: Part II
Serica Energy is 123p, 5.4% of the JIC Portfolio. My last comments were yesterday, when I added to my position at 113p. I watched the...

John Rosier
Sep 11, 20247 min read
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Premier Foods - Q1 Trading Update
Premier Foods (PFD.L, FTSE 250, Market Cap £1.5bn, 171.4p, Medium Risk/High Reward, 4.0 per cent target, currently 3.9% of JIC Portfolio)...

John Rosier
Jul 18, 20244 min read
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Premier Foods - Rising Price Review
Premier Foods (PFD.L, FTSE 250, Market Cap £1.5bn, 174.3p, Medium Risk/High Reward, 4.0 per cent target, currently 4.0% of JIC Portfolio)...

John Rosier
May 28, 20241 min read
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Premier Foods - Strong performance in 2023/24
Premier Foods (PFD.L, FTSE 250, Market Cap £1.5bn, 168.6p, Medium Risk/High Reward, 4.0 per cent target, currently 4.0% of JIC Portfolio)...

John Rosier
May 16, 20244 min read
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John Rosier
May 8, 20241 min read
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Premier Foods - Pension Fund agreement boosts annual cash flow
Premier Foods (PFD.L, FTSE 250, Market Cap £1.2bn, 138.8p, Medium Risk/High Reward, 5.0 per cent target, currently 4.2% of JIC Portfolio)...

John Rosier
Mar 6, 20242 min read
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Premier Foods - Robust Q3 trading (190 million mince pies!)
Premier Foods (PFD.L, FTSE 250, Market Cap £1.2bn, 140p, Medium Risk/High Reward, 5.0 per cent target, currently 4.0% of JIC Portfolio)...

John Rosier
Jan 23, 20243 min read
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JIC Portfolio Trade - Added to existing position
#jicportfoliotrade

John Rosier
Dec 13, 20231 min read
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