Search


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,...

John Rosier
Jan 27, 20235 min read
Â
Â
Â


Renew Holdings - Margins continue to expand and it moves to a net cash position
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £517m, 655p, 2.4% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...

John Rosier
Nov 29, 202221 min read
Â
Â
Â


Renew Holdings - Year-end update - Steady as she goes
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £450m, 570p, 2.2% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...

John Rosier
Oct 3, 20222 min read
Â
Â
Â


Thumbnail thoughts on each holding - Part II - Holdings 6-10
CentralNic (CNIC.L, AIM All Share, Market Cap £360m, 123p, Medium Risk/High Reward, 5.0% target, currently 6.1% of JIC Portfolio)...

John Rosier
May 12, 20225 min read
Â
Â
Â


Renew Holdings - Position halved to 2.5%
#jicportfoliotrade Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £544m, 682p, 5.0% of JIC Portfolio. Medium Risk/Medium...

John Rosier
May 12, 20222 min read
Â
Â
Â


Renew Holdings - trading update and Lundin Energy goes ex-dividend 56.25 USCents
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £559m, 7684p, 4.5% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

John Rosier
Apr 1, 20222 min read
Â
Â
Â


Renew Holdings update - Everything is fine
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £559m, 709p, 4.5% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

John Rosier
Jan 26, 20221 min read
Â
Â
Â


JIC Portfolio -Two Trades
#jicportfoliotrade

John Rosier
Dec 9, 20212 min read
Â
Â
Â


Renew Holdings - Excellent results
enew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £631m, 793p, 3.6% of JIC Portfolio. Medium Risk/High Reward (Under review) =...

John Rosier
Dec 9, 20213 min read
Â
Â
Â


Renew Holdings - Wonderful update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £624m, 793p, 3.5% of JIC Portfolio. Medium Risk/Medium Reward (Under review) =...

John Rosier
Sep 7, 20212 min read
Â
Â
Â


Renew Holdings - Position trimmed to 3.2%
#jicportfoliotrade

John Rosier
Jul 26, 20211 min read
Â
Â
Â


Quiet Thursday - Just Renew Holdings Ex-dividend 4.83p
Renew Holdings goes ex-divdiend its 4.83p interim dividend. It wil be paid on 15th July.

John Rosier
Jun 17, 20211 min read
Â
Â
Â


Renew Holdings - Reduced to 4.0%
#jicportfoliotrade

John Rosier
May 24, 20211 min read
Â
Â
Â


Renew Holdings - Robust H1, strong current trading and confident outlook
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £504m, 640p, 5.6% of JIC Portfolio. Medium Risk, High Reward) Interim results...

John Rosier
May 18, 20213 min read
Â
Â
Â


Renew Holdings - update and acquisition
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £419m, 556p, 4.8% of JIC Portfolio) Acquisition and trading update: Conclusion:...

John Rosier
Mar 26, 20213 min read
Â
Â
Â


Renew Holdings - blog history to 24th March
27th January 2021 Trading update Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £437m, 556p, 5.2% of JIC Portfolio) AGM...
Jerry Fryars
Mar 11, 202116 min read
Â
Â
Â