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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) ...
John Rosier
Apr 5, 20232 min read
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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) ...
John Rosier
Mar 23, 20233 min read
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JIC Portfolio Trade - added to an existing position
#jicportfoliotrade
John Rosier
Mar 9, 20232 min read
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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) ...
John Rosier
Feb 20, 20232 min read
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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) ...
John Rosier
Feb 7, 20234 min read
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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) ...
John Rosier
Jan 27, 20231 min read
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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...
John Rosier
Jan 25, 20234 min read
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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) ...
John Rosier
Jan 9, 20237 min read
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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) ...
John Rosier
Dec 21, 20223 min read
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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) ...
John Rosier
Dec 20, 20228 min read
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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) ...
John Rosier
Dec 5, 20225 min read
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Windfall taxes
Tomorrow, we hear the government’s decision regarding increasing the windfall tax on UK oil & gas producers. As is the custom nowadays,...
John Rosier
Nov 16, 20223 min read
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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,...
John Rosier
Oct 30, 20223 min read
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John Rosier
Oct 26, 20225 min read
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Commodity Exposure - How has it performed?
#portfoliothoughts #commodities
John Rosier
Oct 24, 20222 min read
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Serica Energy H1 results plus update - Strong finances paying dividends
Serica Energy (SQZ.L AIM All-Share, Market Cap £933m, 342p, 9.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Sep 27, 20223 min read
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Serica Energy - Delay on North Eigg exploration well
Serica Energy (SQZ.L AIM All-Share, Market Cap £1007m, 389p, 10.2% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Sep 14, 20222 min read
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Put up or shut up! Serica and Kistos
Serica Energy (SQZ.L AIM All-Share, Market Cap £1007m, 369p, 9.7% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Aug 9, 20222 min read
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Serica Energy - revised offer from Kistos
Serica Energy (SQZ.L AIM All-Share, Market Cap £970m, 355p, 10.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Jul 25, 20222 min read
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Serica Energy - Operational update
Serica Energy (SQZ.L AIM All-Share, Market Cap £921m, 338p, 10.2% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Jul 20, 20223 min read
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