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John Rosier
3 days ago6 min read
Serica Energy - Year-end update
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 &...
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John Rosier
Jan 73 min read
Serica Energy - Production update
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...
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John Rosier
Dec 12, 20243 min read
Serica Energy - Acquisition of assets
Serica Energy (SQZ.L AIM All-Share, Market Cap £512m, 131p, 4.4% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
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John Rosier
Dec 5, 20242 min read
Serica Energy - Triton of line again - Forecast 2024 production reduced
Serica Energy (SQZ.L AIM All-Share, Market Cap £512m, 132p, 4.4% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
329 views0 comments
John Rosier
Nov 26, 20245 min read
Serica Energy - Trading update
Serica Energy (SQZ.L AIM All-Share, Market Cap £540m, 133p, 4.6% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
358 views0 comments
John Rosier
Oct 30, 20242 min read
JIC Portfolio Trades - Two positions reduced to 5.0% each - Provides a little cash for re-investment
#jicportfoliotrades Serica Energy (SQZ.L AIM All-Share, Market Cap £550m, 143p, 5.5% of JIC Portfolio, (Low Risk/High Reward, 5.0%...
493 views0 comments
John Rosier
Oct 29, 20242 min read
Serica Energy - Triton field offline for three weeks - production guidance lowered
Serica Energy (SQZ.L AIM All-Share, Market Cap £497m, 127p, 5.5% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
260 views0 comments
John Rosier
Sep 11, 20247 min read
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...
645 views3 comments
John Rosier
Sep 10, 20241 min read
Serica Energy CEO - "current valuation is crazy, baffling" - I have added to the position (again), funded by reducing another position
Serica Energy (SQZ.L AIM All-Share, Market Cap £457m, 118p, 4.6% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
483 views2 comments
John Rosier
Sep 10, 20246 min read
Serica Energy - Robust cash flow even after high EPL. Tailwind tax losses help - 9.0p interim dividend
Serica Energy (SQZ.L AIM All-Share, Market Cap £457m, 118p, 4.6% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
305 views0 comments
John Rosier
Jul 30, 20243 min read
JIC Portfolio Trade - added to an existing position
#jicportfoliotrade Serica Energy (SQZ.L AIM All-Share, Market Cap £505m, 125p, 4.9% of JIC Portfolio, (Low Risk/High Reward, 5.0%...
561 views0 comments
John Rosier
Jun 27, 20244 min read
Serica Energy AGM statement and it went ex-dividend a massive 14p this morning
Serica Energy (SQZ.L AIM All-Share, Market Cap £534m, 137p, 4.7% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...
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John Rosier
Apr 25, 20241 min read
Catch up with John Hughman (recorded yesterday) and a brief comment on Serica Energy.
#portfoliothoughts Yesterday, in addition to listening to the Serica Energy results presentation, I chatted with John Hughman, formerly...
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John Rosier
Apr 24, 202410 min read
Serica Energy - Looks short of forecasts but a chunky dividend and instigation of share buyback
Serica Energy (SQZ.L AIM All-Share, Market Cap £763m, 194p, 7.1% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
393 views0 comments
John Rosier
Mar 7, 20243 min read
Serica Energy - Increases its Reserves
Serica Energy (SQZ.L AIM All-Share, Market Cap £700m, 172p, 6.6% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
344 views0 comments
John Rosier
Feb 5, 20241 min read
JIC Portfolio Trades - Trimmed a position to add to today's big faller!
#jicportfoliotrades Serica Energy (SQZ.L AIM All-Share, Market Cap £700m, 179p, 7.0% of JIC Portfolio, (Low Risk/High Reward, 7.5%...
810 views0 comments
John Rosier
Feb 5, 20246 min read
Serica Energy - Operations update - It needs to do more to realise shareholder value!
Serica Energy (SQZ.L AIM All-Share, Market Cap £783m, 200p, 7.0% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
398 views0 comments
John Rosier
Dec 18, 20232 min read
Serica Energy - New borrowing facility reveals its ambition
Serica Energy (SQZ.L AIM All-Share, Market Cap £810m, 207p, 7.3% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
345 views0 comments
John Rosier
Dec 6, 20237 min read
Serica Energy Operations update
Serica Energy (SQZ.L AIM All-Share, Market Cap £842m, 215p, 7.8% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
352 views0 comments
John Rosier
Nov 23, 20235 min read
Serica Energy - Buys stake in the Greater Buchan Area
Serica Energy (SQZ.L AIM All-Share, Market Cap £809m, 213p, 7.4% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
312 views0 comments