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JIC Portfolio Trade - Position sold
#jicportfoliotrade
John Rosier
Aug 9, 20232 min read
506 views
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SDI Group - Results for the year ended 30th April
SDI Group (SDI.L AIM All Share, Market Cap £127m, 122p, 4.1% of JIC Portfolio, (Medium Risk/High Reward, target position 5.0%) ...
John Rosier
Aug 8, 20233 min read
297 views
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Current thoughts on my positions - Part I
#portfoliothoughts
John Rosier
Jul 11, 20236 min read
754 views
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SDI Group - Falling Price Review
SDI Group (SDI.L AIM All Share, Market Cap £148m, 141p, 4.9% of JIC Portfolio, (Medium Risk/High Reward, target position 5.0%) ...
John Rosier
May 25, 20233 min read
383 views
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JIC Portfolio Trade - Added to SDI Group
#jicportfoliotrade
John Rosier
May 11, 20231 min read
282 views
0 comments
SDI Group - fall in share price more than I anticipated - Reward rating restored to High
SDI Group (SDI.L AIM All Share, Market Cap £150m, 142p, 4.0% of JIC Portfolio, (Medium Risk/High Reward, target position 5.0%) ...
John Rosier
May 11, 20231 min read
327 views
0 comments
SDI Group update: April 2023 was good but warns about the current year
SDI Group (SDI.L AIM All Share, Market Cap £181m, 175p, 4.9% of JIC Portfolio, (Medium Risk/Medium Reward, target position 2.5%) ...
John Rosier
May 11, 20233 min read
291 views
0 comments
JIC Portfolio Trade - Added to an existing holding
#jicportfoliotrade
John Rosier
Mar 10, 20232 min read
838 views
0 comments
SDI Group - Target for Review price of 193p achieved
SDI Group (SDI.L AIM All Share, Market Cap £201m, 194p, 4.5% of JIC Portfolio, (Medium Risk/Medium Reward, target position 5.0%) ...
John Rosier
Feb 16, 20233 min read
358 views
0 comments
Thumbnail review of each position part III - Stocks 11-15
Gulf Keystone Petroleum (GKP.L, Market Cap £421m, 194p, 4.4% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...
John Rosier
Jan 26, 20234 min read
552 views
0 comments
SDI Group - H1 results - Good H1 especially given the headwinds
SDI Group (SDI.L AIM All Share, Market Cap £178m, 170p, 4.2% of JIC Portfolio, (Medium Risk/Medium Reward, target position 5.0%) ...
John Rosier
Dec 7, 20225 min read
319 views
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SDI Group - Largest acquisition to date - a classic!
SDI Group (SDI.L AIM All Share, Market Cap £175m, 173p, 4.3% of JIC Portfolio, (Medium Risk/Medium Reward, target position 5.0%) ...
John Rosier
Oct 24, 20224 min read
268 views
0 comments
Added to two positions in JIC Portfolio
#jicportfoliotrade
John Rosier
Sep 27, 20222 min read
719 views
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SDI Group - Reassuring update
SDI Group (SDI.L AIM All Share, Market Cap £166m, 162p, 2.9% of JIC Portfolio, (Medium Risk/Medium Reward, target position 3.0%) ...
John Rosier
Sep 21, 20222 min read
352 views
0 comments
SDI Group - Added to position
#jicportfoliotrade
John Rosier
Aug 31, 20221 min read
418 views
0 comments
SDI Group - Acquisition of LTE Scientific
SDI Group (SDI.L AIM All Share, Market Cap £170m, 166p, 2.5% of JIC Portfolio, (Medium Risk/Medium Reward, target position 2.5%) SDI...
John Rosier
Aug 1, 20223 min read
297 views
0 comments
SDI Group - Excellent results and upgrades to 2022/23
SDI Group (SDI.L AIM All Share, Market Cap £152m, 148p, 2.3% of JIC Portfolio, (Medium Risk/Medium Reward, target position 2.5%) SDI...
John Rosier
Jul 21, 20229 min read
267 views
0 comments
Thumbnail thoughts on each hollding - Part IV. Stocks 16-20
Somero Enterprises (SRC.L, AIM All-Share, Market Cap £219m, 385p, 3.9% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)...
John Rosier
May 19, 20227 min read
460 views
0 comments
Added to Lloyds Bank, Biotech Growth and SDI in JIC Portfolio and Biotech Growth in Funds' Portfolio
#jicportfoliotrade #fundsportfoliotrade
John Rosier
May 12, 20222 min read
598 views
0 comments
SDI Group - Super update with further upgrades
SDI Group (SDI.L AIM All Share, Market Cap £154m, 151p, 1.7% of JIC Portfolio, (Medium Risk/Medium Reward, target position 2.5%) ...
John Rosier
May 6, 20222 min read
312 views
0 comments