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John Rosier
- Jan 25, 2023
- 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...
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John Rosier
- Jan 9, 2023
- 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) ...
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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) ...
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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) ...
391 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,...
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