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John Rosier
Aug 22, 20223 min read
JIC Portfolio - sales to raise cash for the purchase of Ecofin Global Utilities...
#jicportfoliotrades You can’t make an omelette without breaking some eggs! To finance the purchase of Ecofin Global Utilities and...
750 views0 comments

John Rosier
Jul 29, 20223 min read
SigmaRoc - Strong H1
SigmaRoc (SRC.L, AIM All-Share, Market Cap £357m, 56p, 2.0% of JIC Portfolio, Medium Risk/Medium Reward, target 2.5%) SigmaRoc is a...
281 views0 comments


John Rosier
May 19, 20227 min read
Thumbnail thoughts on each hollding - Part IV. Stocks 16-20
Somero Enterprises (SRC.L, AIM All-Share, Market Cap £219m, 385p, 3.9% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)...
460 views0 comments

John Rosier
May 5, 20221 min read
SigmaRoc reduced to 2.5% - Reducing risk in the portfolio
#jicportfoliotrade SigmaRoc (SRC.L, AIM All-Share, Market Cap £463m, 72p, 2.5% of JIC Portfolio, Medium Risk/Medium Reward, target 2.5%)...
405 views0 comments

John Rosier
Apr 26, 20223 min read
SigmaRoc - Strong start to 2022
SigmaRoc (SRC.L, AIM All-Share, Market Cap £482m, 75.5p, 4.6% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a...
189 views0 comments

John Rosier
Mar 23, 20223 min read
SigmaRoc - Results ahead of forecasts
SigmaRoc (SRC.L, AIM All-Share, Market Cap £549m, 86p, 5.0% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...
316 views0 comments

John Rosier
Mar 4, 20221 min read
JIC Portfolio trade - Added to SigmaRoc
#jicportfoliotrade SigmaRoc (SRC.L, AIM All-Share, Market Cap £420m, 66p, 4.4% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)...
478 views0 comments

John Rosier
Jan 4, 20223 min read
SigmaRoc acquisition and for the record, Lundin Energy goes ex-dividend 45 USCents
SigmaRoc (SRC.L, AIM All-Share, Market Cap £533m, 83p, 4.4% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...
361 views0 comments

John Rosier
Dec 16, 20214 min read
SigmaRoc - Trading ahead of expectations
SigmaRoc (SRC.L, AIM All-Share, Market Cap £507m, 83p, 4.3% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...
319 views0 comments

John Rosier
Oct 20, 20213 min read
SigmaRoc - Strong momentum continues
SigmaRoc (SRC.L, AIM All-Share, Market Cap £647m, 103p, 5.2% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a United...
297 views0 comments

John Rosier
Sep 10, 20212 min read
SigmaRoc - Collaboration with Marshalls
SigmaRoc (SRC.L, AIM All-Share, Market Cap £705m, 110p, 5.8% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc announce a...
233 views0 comments

John Rosier
Aug 23, 20212 min read
SigmaRoc - Robust half-year results
SigmaRoc (SRC.L, AIM All-Share, Market Cap 284m, 101p, 5.6% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Results for the six...
273 views0 comments

John Rosier
Aug 16, 20211 min read
SigmaRoc - completion of Nordkalk acquisition
SigmaRoc (SRC.L, AIM All-Share, Market Cap 280m, 100p, 5.3% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Clearance for...
261 views0 comments

John Rosier
Jul 30, 20212 min read
Three trades - Trimmed Venture Life, Added to Serica and SigmaRoc
#jicportfoliotrade Venture Life Group: (VLG.L, AIM All Share: Market Cap £117m, 91p, Medium Risk/High Reward (5.0% target) currently 5.0%...
660 views0 comments

John Rosier
Jul 16, 20215 min read
SigmaRoc - Transformational acquisition doubles size of Group
SigmaRoc (SRC.L, AIM All-Share, Market Cap 260m, 85p, 4.0% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Transformational...
345 views0 comments

John Rosier
Jun 15, 20212 min read
SigmaRoc - Another piece in the jigsaw
SigmaRoc (SRC.L, AIM All-Share, Market Cap 260m, 93p, 3.9% of JIC Portfolio, Medium Risk/Medium Reward, target 2.5%) It has announced a...
179 views0 comments

John Rosier
May 19, 20212 min read
SigmaRoc update: Robust trading so far in 2021
SigmaRoc (SRC.L, AIM All-Share, Market Cap £231m, 82.5p, 3.9 of JIC Portfolio, Medium Risk/Medium Reward) Trading update Conclusion: We...
236 views0 comments

John Rosier
Apr 13, 20215 min read
SigmaRoc results - De La Rue update - CAML Q1's
SigmaRoc (SRC.L, AIM All-Share, Market Cap £231m, 83p, 3.8 of JIC Portfolio) Results for the year ended 31st December 2020. Conclusion: I...
190 views0 comments

John Rosier
Apr 7, 20212 min read
SigmaRoc - expands Continental European business
SigmaRoc acquires Belgian concrete assets. SigmaRoc (SRC.L, AIM All-Share, Market Cap £210m, 75.0p, 3.4 of JIC Portfolio) Conclusion: ...
7 views0 comments

John Rosier
Mar 26, 20212 min read
SigmaRoc - expands Belgian operations
SigmaRoc (SRC.L, AIM All-Share, Market Cap £203m, 75.25p, 3.1% of JIC Portfolio) Conclusion: On the face of it this looks sensible....
8 views0 comments