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John Rosier
Dec 4, 20243 min read
JIC Portfolio Trades - Two positions sold
#jicportfoliotrade In my November review, I mentioned that December’s performance will determine whether 2024 is a good, average, or...
557 views0 comments

John Rosier
Oct 29, 20243 min read
Sylvania Platinum - Encouraging start to the current financial year
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £121m, 46p, 2.7% of JIC Portfolio, Medium Risk/High Reward = 2.5% target weight....
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John Rosier
Sep 16, 20244 min read
Current thoughts on my positions - Part V
L&G Gold Mining ETF 3376p, 2.8% of JIC Portfolio and 4.5% of Funds’ Portfolio. With the gold price hitting new highs, the US dollar is...
657 views2 comments

John Rosier
Sep 11, 20241 min read
JIC Portfolio Trade - Added to existing position
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £109m, 42p, 2.5% of JIC Portfolio, Medium Risk/High Reward = 2.5% target weight....
495 views0 comments

John Rosier
Sep 10, 20246 min read
Sylvania Platinum - Year-end results - as expected - Thabo chromium JV to contribute in the current year
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £128m, 49p, 2.5% of JIC Portfolio, Medium Risk/High Reward = 2.5% target weight....
268 views1 comment

John Rosier
Sep 4, 20241 min read
JIC Portfolio Trades - Added to three of my commodity positions with the cash raised this morning
#jicportfoliotrade Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £136m, 55p, 2.5% of JIC Portfolio, Medium Risk/High Reward = 2.5%...
505 views0 comments

John Rosier
Jul 31, 20244 min read
Sylvania Platinum - Q4 update
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £146m, 55p, 1.8% of JIC Portfolio, Medium Risk/High Reward = 3.0% target weight....
388 views0 comments

John Rosier
May 8, 20241 min read
JIC Portfolio Trades - Four positions trimmed to provide funds for new investment
#jicportfoliotrade I have found one of the most exciting investment ideas I have had in a long time. I think this company will show...
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John Rosier
Apr 30, 20244 min read
Sylvania Platinum - Q3 update to 31st March
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £184m, 70p, 3.3% of JIC Portfolio, Medium Risk/High Reward = 2.5% target weight....
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John Rosier
Feb 22, 20244 min read
And now Sylvania Platinum Interims
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £140m, 47.5p, 2.5% of JIC Portfolio, Medium Risk/High Reward = 2.5% target weight....
399 views0 comments

John Rosier
Feb 6, 20242 min read
JIC Portfolio Trades - Reduced one position, added to another
#jicportfoliotrade Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £136m, 52p, 2.6% of JIC Portfolio, Medium Risk/High Reward = 2.5%...
619 views0 comments

John Rosier
Jan 31, 20244 min read
Sylvania Platinum - Q2 update - an improvement on the previous quarter
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £158m, 60.5p, 2.4% of JIC Portfolio, Medium Risk/High Reward = 2.5% target weight....
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John Rosier
Oct 25, 20233 min read
Sylvania Platinum Q1 update
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £217m, 78.5p, 4.9% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
470 views0 comments

John Rosier
Oct 18, 20231 min read
JIC Portfolio Trade - Position trimmed to 5.0%
#jicportfoliotrade Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £224m, 86p, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0%...
438 views0 comments

John Rosier
Sep 7, 20236 min read
Sylvania Platinum - Results including 5.0p final dividend - Bonkers Cheap!
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £184m, 70p, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
439 views0 comments

John Rosier
Aug 10, 20234 min read
JIC Portfolio Trades - A Little Housekeeping
#jicportfoliotrade I have this morning completed four trades – all adding to existing positions and moving them to target weight or at...
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John Rosier
Aug 9, 20234 min read
Sylvania Platinum - Enters Joint Venture with a three year payback.
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £175m, 67p, 4.3% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
357 views0 comments

John Rosier
Jul 27, 20233 min read
Sylvania Platinum - Q4 update
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £183m, 69p, 4.4% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
365 views0 comments

John Rosier
Jul 12, 20235 min read
Current thoughts on my positions - Part II
#portfoliothoughts Ecora Resources: last comment on 26th April – “Ecora resources – Q1 update” Little to the 26th of April conclusion....
626 views0 comments

John Rosier
Jul 5, 20232 min read
Added to an existing position after a Falling Price Review
#jicportfoliotrade Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £193m, 70p, 4.6% of JIC Portfolio, Medium Risk/High Reward = 5.0%...
554 views0 comments