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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
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
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
Serica - Detailed response to Kistos offer (clash of cultures)
Serica Energy (SQZ.L AIM All-Share, Market Cap £945m, 348p, 10.7% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Jul 13, 20224 min read
Serica Energy - Further thoughts
Serica Energy (SQZ.L AIM All-Share, Market Cap £945m, 305p, 10.8% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Jul 12, 20221 min read
Kistos approaches Serica - In my view it severely undervalues Serica
Serica Energy (SQZ.L AIM All-Share, Market Cap £829m, 305p, 9.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Jul 12, 20221 min read
Serica Energy (Eigg spud) and Sylvania Platinum (Q4 production hits target)
Serica Energy (SQZ.L AIM All-Share, Market Cap £701m, 300p, 9.3% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Jul 11, 20222 min read
Serica Energy - Reassuring update
Serica Energy (SQZ.L AIM All-Share, Market Cap £735m, 273p, 7.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Jun 6, 20224 min read
Serica Energy - Added again at 260.8p
#jicportfoliotrade
John Rosier
May 27, 20221 min read
John Rosier
May 26, 20222 min read
Serica Energy increased to 7.5%
#jicportfoliotrade
John Rosier
May 24, 20221 min read
Thumbnail thoughts on each holding - Part I - Holdings 1-5
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1240m, 670p, 9.6% of JIC Portfolio (target 7.5%) and 13.4% of JIC...
John Rosier
May 11, 20224 min read
Serica Energy - Added to position
#jicportfoliotrade
John Rosier
Apr 28, 20221 min read
Serica Energy - video of yesterday's presentation and BP offloads its 5.0% stake
Serica Energy (SQZ.L AIM All Share, Market Cap £1066m, 364p, 7.2% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...
John Rosier
Apr 28, 20221 min read
Serica Energy - More thoughts - It's all about the cash!
Serica Energy (SQZ.L AIM All Share, Market Cap £1043m, 384.5p, 7.3% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...
John Rosier
Apr 22, 20222 min read
Serica Energy - 2021 Results - cash gusher
Serica Energy (SQZ.L AIM All Share, Market Cap £1096m, 2404p, 7.7% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...
John Rosier
Apr 21, 20224 min read
Big ex-dividend day and some chunky new broker price targets! (Serica to 600p!)
Ex-dividends amounting to around 0.5% of the JIC Portfolio value today: Somero Enterprises goes ex a special dividend of 19.7 USCents...
John Rosier
Apr 7, 20221 min read
Serica trimmed again to 7.5%
#jicportfoliotrade
John Rosier
Mar 25, 20221 min read
Serica Energy - Trimmed to 7.5% (Risk control/pragmatism)
#jicportfoliotrade
John Rosier
Mar 17, 20221 min read
Sylvania ex-dividend 2.25p and some commodity charts
This morning, Sylvania Platinum went ex its windfall dividend of 2.25p per share With commodities on the move again, there are some up to...
John Rosier
Mar 3, 20221 min read