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JIC Portfolio Trade - Position Sold
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £620m, 783p, 0.0% of JIC Portfolio) On 24 January, having been “stopped out”...
John Rosier
May 71 min read
251 views
0 comments
Renew Holdings - Trading update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £520m, 662p, 2.0% of JIC Portfolio. 2.0% target weight) Trading update: ...
John Rosier
Apr 12 min read
173 views
0 comments
JIC Portfolio Trade - Renew Holdings Out and straight back in
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £720m, 717p, 2.7% of JIC Portfolio. 3.0% target weight) Renew Holdings: My...
John Rosier
Jan 241 min read
440 views
1 comment
Renew Holdings - Disappointing update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £720m, 909p, 2.7% of JIC Portfolio. 3.0% target weight) Renew Holdings plc...
John Rosier
Jan 243 min read
268 views
0 comments
Renew Holdings - Full-year results
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £855m, 1080p, 3.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target...
John Rosier
Nov 26, 20243 min read
218 views
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Current thoughts on my positions - Part IV - Final part on Monday (AUCP, SLP, NGEX, HRI and CPI)
Hvivo 28.25p, 3.1% of JIC Portfolio. Last comment on Tuesday on half-year results . “Conclusion: The financial highlights are superb but...
John Rosier
Sep 13, 20246 min read
551 views
0 comments
Renew Holdings - Small but typical acquisition
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £850m, 1074p, 3.1% of JIC Portfolio. Medium Risk/High Reward = 3.0% target...
John Rosier
Jun 11, 20243 min read
227 views
0 comments
JIC Portfolio Trade - Holding reduced
#jicportfoliotrade
John Rosier
May 15, 20241 min read
388 views
0 comments
Renew Holdings - Superb H1 results
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £793m, 1002p, 4.6% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
John Rosier
May 14, 20242 min read
214 views
0 comments
Renew Holdings - Rising Price Review
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £756m, 974p, 4.5% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
John Rosier
May 7, 20241 min read
278 views
0 comments
Renew Holdings - Half-year update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £731m, 924p, 4.6% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
John Rosier
Apr 2, 20242 min read
263 views
0 comments
Renew Holdings - Solid Trading Update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £673m, 853p, 4.3% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
John Rosier
Jan 30, 20241 min read
223 views
0 comments
Rising Review Price breached - Renew Holdings
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £662m, 844.5p, 4.3% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
John Rosier
Dec 19, 20232 min read
287 views
0 comments
Renew Holdings - Results - Another good year
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £624m, 789p, 4.1% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...
John Rosier
Nov 28, 20234 min read
213 views
0 comments
JIC Portfolio Trades; Added to three existing positions
#jicportfoliotrade
John Rosier
Nov 21, 20232 min read
608 views
0 comments
Renew Holdings - Year-end update - short and sweet!
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £564m, 713p, 2.7% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...
John Rosier
Oct 2, 20232 min read
261 views
0 comments
Current thoughts on my positions - Part II
#portfoliothoughts
John Rosier
Jul 12, 20235 min read
626 views
0 comments
Renew Holdings - Interim results
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £571m, 727p, 2.7% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...
John Rosier
May 16, 20236 min read
228 views
0 comments
Renew Holdings - trading update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £535m, 676p, 2.5% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...
John Rosier
Apr 3, 20232 min read
248 views
0 comments
Renew Holdings - reassuring update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £577m, 732p, 2.5% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...
John Rosier
Feb 1, 20231 min read
280 views
0 comments