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Serica Energy (SQZ.L AIM All-Share, Market Cap £634m, 162.4p, (4.5% of JIC Portfolio)  www.serica-energy.com   Acquisition of assets in the North Sea   Conclusion: This looks like another sensible deal. It's not transformative, but it does add 15% to its reserves and more than that to annual production. The effective date of the transaction is 1 January this year, which means by the time the deal completes in H2 2026, it should have pretty much covered its upfront payment wit

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www.serica-energy.com   Trading update: HERE   Conclusion: At last, a positive production update from Serica Energy. Triton is back up, and running means that November production of 50,300 boepd is close to what we expected over the whole year before the problems at Triton, which have plagued Serica for most of this year. The completion of the Prax Upstream acquisition will boost production further with a contribution from Lancaster. As for the budget, the changes to the taxa

Serica Energy (SQZ.L AIM All-Share, Market Cap £814m, 208p, (4.7% of JIC Portfolio)  www.serica-energy.com   North Sea oil & gas producer responsible for 5.0% of total UK gas supply. Following the Tailwind acquisition its production is split roughly 50:50 between oil and gas.   Yesterday afternoon, Total and NIO exercised their pre-emption rights over Serica’s acquisition of assets from BP, announced on 12 October.   Conclusion: It’s disappointing news as this looked like a g

Serica Energy (SQZ.L AIM All-Share, Market Cap £700m, 179p, (4.2% of JIC Portfolio)  www.serica-energy.com   North Sea oil & gas producer...

Serica Energy (SQZ.L AIM All-Share, Market Cap £672m, 172p, (4.1% of JIC Portfolio)  www.serica-energy.com   North Sea oil & gas producer...

Frustrating news from Serica Energy with further problems at Triton. Guidance for 2025 was reduced to 29,000 to 32,000 boepd from 33,000...

Bloomsbury Publishing: 4.4% of the portfolio and a total return of 24.9% so far. The performance of Bloomsbury has been disappointing in...

Serica Energy (SQZ.L AIM All-Share, Market Cap £620m, 158p, (4.2% of JIC Portfolio)  www.serica-energy.com   North Sea oil and gas...

I have decided to raise a little cash in the JIC Portfolio.   We are not far off the usually volatile summer months and there must be a...

Serica Energy (SQZ.L AIM All-Share, Market Cap £550m, 140p, (4.7% of JIC Portfolio)  www.serica-energy.com   North Sea oil and gas...

Serica Energy (SQZ.L AIM All-Share, Market Cap £523m, 134p, 4.8% of JIC Portfolio. (5.0% target)  www.serica-energy.com   North Sea oil &...

This is another disappointing update from Serica regarding the Triton field. Having hoped it would restart production this month, it now...

Serica Energy (SQZ.L AIM All-Share, Market Cap £548m, 125p, 4.5% of JIC Portfolio. (5.0% target)  www.serica-energy.com   North Sea oil &...

Two pieces of good news today.   Serica Energy (SQZ.L AIM All-Share, Market Cap £548m, 125p, 4.5% of JIC Portfolio. (5.0% target) ...

Hobart from Mount Wellington

Serica Energy (SQZ.L AIM All-Share, Market Cap £548m, 140p, 4.9% of JIC Portfolio. (5.0% target)  www.serica-energy.com   North Sea oil...

Serica Energy (SQZ.L AIM All-Share, Market Cap £588m, 152p, 5.3% of JIC Portfolio. (5.0% target)  www.serica-energy.com   North Sea oil &...

Serica Energy (SQZ.L AIM All-Share, Market Cap £588m, 150.8p, 5.1% of JIC Portfolio. (5.0% target)  www.serica-energy.com   North Sea oil...

Serica Energy (SQZ.L AIM All-Share, Market Cap £512m, 131p, 4.4% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...