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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) ...
John Rosier
Dec 5, 20242 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) ...
John Rosier
Nov 26, 20245 min read
JIC Portfolio Trades - Two positions reduced to 5.0% each - Provides a little cash for re-investment
#jicportfoliotrades
John Rosier
Oct 30, 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) ...
John Rosier
Oct 29, 20242 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...
John Rosier
Sep 11, 20247 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) ...
John Rosier
Sep 10, 20241 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) ...
John Rosier
Sep 10, 20246 min read
JIC Portfolio Trade - added to an existing position
#jicportfoliotrade
John Rosier
Jul 30, 20243 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) ...
John Rosier
Jun 27, 20244 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...
John Rosier
Apr 25, 20241 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) ...
John Rosier
Apr 24, 202410 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) ...
John Rosier
Mar 7, 20243 min read
JIC Portfolio Trades - Trimmed a position to add to today's big faller!
#jicportfoliotrades
John Rosier
Feb 5, 20241 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) ...
John Rosier
Feb 5, 20246 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) ...
John Rosier
Dec 18, 20232 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) ...
John Rosier
Dec 6, 20237 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) ...
John Rosier
Nov 23, 20235 min read
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
Current thoughts on my positions - Part I
#portfoliothoughts
John Rosier
Jul 11, 20236 min read
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