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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) ...
John Rosier
Oct 29, 20242 min read
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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...
John Rosier
Sep 11, 20247 min read
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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) ...
John Rosier
Sep 10, 20241 min read
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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) ...
John Rosier
Sep 10, 20246 min read
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JIC Portfolio Trade - added to an existing position
#jicportfoliotrade
John Rosier
Jul 30, 20243 min read
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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) ...
John Rosier
Jun 27, 20244 min read
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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...
John Rosier
Apr 25, 20241 min read
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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) ...
John Rosier
Apr 24, 202410 min read
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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) ...
John Rosier
Mar 7, 20243 min read
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JIC Portfolio Trades - Trimmed a position to add to today's big faller!
#jicportfoliotrades
John Rosier
Feb 5, 20241 min read
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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) ...
John Rosier
Feb 5, 20246 min read
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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) ...
John Rosier
Dec 18, 20232 min read
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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) ...
John Rosier
Dec 6, 20237 min read
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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) ...
John Rosier
Nov 23, 20235 min read
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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) ...
John Rosier
Sep 19, 20236 min read
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Current thoughts on my positions - Part I
#portfoliothoughts
John Rosier
Jul 11, 20236 min read
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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) ...
John Rosier
Jul 7, 20232 min read
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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) ...
John Rosier
Jun 29, 20234 min read
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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...
John Rosier
Jun 9, 20231 min read
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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) ...
John Rosier
Apr 13, 20236 min read
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