Serica Energy - Buys stake in the Greater Buchan Area

Nov 23
5 min

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) ...

295 views0 comments

John Rosier

Sep 19
6 min

Serica Energy H1 Results - cash gusher

Serica Energy (SQZ.L AIM All-Share, Market Cap £1033m, 268p, 9.2% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

415 views0 comments

Current thoughts on my positions - Part I

John Rosier

Jul 11
6 min

Current thoughts on my positions - Part I

#portfoliothoughts Bioventix: Last commented on it in March with its interim results – “Another six months of robust growth -dividend up...

714 views0 comments

John Rosier

Jul 7
2 min

Falling Price Review - Serica Energy

Serica Energy (SQZ.L AIM All-Share, Market Cap £767m, 199.7p, 7.2% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

371 views0 comments

Serica Energy - AGM update and ex-dividend 14p today

John Rosier

Jun 29
4 min

Serica Energy - AGM update and ex-dividend 14p today

Serica Energy (SQZ.L AIM All-Share, Market Cap £868m, 226p, 7.9% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

370 views0 comments

Happy Friday II - "Hunt to soften energy windfall tax"

John Rosier

Jun 9
1 min

Happy Friday II - "Hunt to soften energy windfall tax"

Nice to see this on the front of the FT this morning. No details yet, but it must be good news for my two oil & gas positions, Serica...

333 views0 comments

Serica Energy - 2022 results and 14p final dividend

John Rosier

Apr 13
6 min

Serica Energy - 2022 results and 14p final dividend

Serica Energy (SQZ.L AIM All-Share, Market Cap £919m, 241p, 8.0% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

426 views0 comments

Serica Energy - significant uplift to its reserves

John Rosier

Apr 5
2 min

Serica Energy - significant uplift to its reserves

Serica Energy (SQZ.L AIM All-Share, Market Cap £869m, 228p, 7.7% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

391 views0 comments

Serica Energy - Acquisition of Tailwind completed

John Rosier

Mar 23
3 min

Serica Energy - Acquisition of Tailwind completed

Serica Energy (SQZ.L AIM All-Share, Market Cap £845m, 220p, 7.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

352 views0 comments

JIC Portfolio Trade - added to an existing position

John Rosier

Mar 9
2 min

JIC Portfolio Trade - added to an existing position

#jicportfoliotrade Serica Energy (SQZ.L AIM All-Share, Market Cap £640m, 227p, 7.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target)...

586 views0 comments

Serica Energy - First production at Tailwind's Gannet well GE-04

John Rosier

Feb 20
2 min

Serica Energy - First production at Tailwind's Gannet well GE-04

Serica Energy (SQZ.L AIM All-Share, Market Cap £655m, 254p, 7.3% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

374 views0 comments

John Rosier

Feb 7
4 min

Serica Energy - Operations update

Serica Energy (SQZ.L AIM All-Share, Market Cap £655m, 240p, 6.9% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

367 views0 comments

Serica Energy - Tailwind acquisition approved

John Rosier

Jan 27
1 min

Serica Energy - Tailwind acquisition approved

Serica Energy (SQZ.L AIM All-Share, Market Cap £667m, 254p, 7.3% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

341 views0 comments

Thumbnail New Year review of each position - Numbers 1-5

John Rosier

Jan 25
4 min

Thumbnail New Year review of each position - Numbers 1-5

Here is my latest thumbnail review of each position. Numbers one to five represent 36% of the portfolio by value. I will endeavour to...

729 views0 comments

Serica Energy - Circular and presentation re-acquisition of Tailwind

John Rosier

Jan 9
7 min

Serica Energy - Circular and presentation re-acquisition of Tailwind

Serica Energy (SQZ.L AIM All-Share, Market Cap £710m, 260, 7.6% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

410 views0 comments

John Rosier

Dec 21, 2022
3 min

Serica Energy - further thoughts

Serica Energy (SQZ.L AIM All-Share, Market Cap £705m, 254.5, 7.6% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

490 views0 comments

John Rosier

Dec 20, 2022
8 min

Serica does its deal!

Serica Energy (SQZ.L AIM All-Share, Market Cap £758m, 278p, 7.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

459 views0 comments

Serica Energy - North Eigg is disappointing but everything else is good

John Rosier

Dec 5, 2022
5 min

Serica Energy - North Eigg is disappointing but everything else is good

Serica Energy (SQZ.L AIM All-Share, Market Cap £865m, 317p, 8.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

390 views0 comments

John Rosier

Nov 16, 2022
3 min

Windfall taxes

Tomorrow, we hear the government’s decision regarding increasing the windfall tax on UK oil & gas producers. As is the custom nowadays,...

543 views0 comments

John Rosier

Oct 30, 2022
3 min

Windfall taxes and all that!

Serica is at its lowest price since 7th July, dropping 11.6 per cent on Friday. Over the week, the share price was down 5.7 per cent,...

432 views0 comments

Supreme
Surface Transforms
Sylvania
Temple Bar Investment Trust
Van-Eck Investment Trust
Van-Eck Investments Semi-Conductors
Van-Eck Video Gaming & eSports
Venture Life Group
Wisdom Tree Cloud Computing
Worldwide Healthcare Trust
Bloomsbury Publishing
Polar Capital Global Healthcare

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

My Approach to Investing

Summary

The most important number to me is the return of the Portfolio! I try not to get too emotionally involved with individual companies; if I cut a holding and it immediately bounces, so be it. All that matters is the return of the Portfolio, each month, each year, each decade!

I focus on mid and small-sized companies

ABOUT ME

I launched this website in January 2012 so that I could share with other investors how I manage my investment portfolio; the JIC Portfolio.

Contact Us

Supreme
Surface Transforms
Sylvania
Temple Bar Investment Trust
Van-Eck Investment Trust
Van-Eck Investments Semi-Conductors
Van-Eck Video Gaming & eSports
Venture Life Group
Wisdom Tree Cloud Computing
Worldwide Healthcare Trust
Bloomsbury Publishing
Polar Capital Global Healthcare

ABOUT ME

I launched this website in January 2012 so that I could share with other investors how I manage my investment portfolio; the JIC Portfolio.

Contact Us

Supreme Surface Transforms Sylvania Temple Bar Investment Trust Van-Eck Investment Trust Van-Eck Investments Semi-Conductors Van-Eck Video Gaming & eSports Venture Life Group Wisdom Tree Cloud Computing Worldwide Healthcare Trust Bloomsbury Publishing Polar Capital Global Healthcare

Supreme
Surface Transforms
Sylvania
Temple Bar Investment Trust
Van-Eck Investment Trust
Van-Eck Investments Semi-Conductors
Van-Eck Video Gaming & eSports
Venture Life Group
Wisdom Tree Cloud Computing
Worldwide Healthcare Trust
Bloomsbury Publishing
Polar Capital Global Healthcare