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John Rosier
- Oct 24, 2022
- 2 min
Commodity Exposure - How has it performed?
#portfoliothoughts #commodities A year ago, I posted two diary entries outlining why I had such a high exposure to commodities: Here and...
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John Rosier
- Oct 24, 2022
- 5 min
Sylvania Platinum - future growth prospects
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £260m, 97p, 7.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
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John Rosier
- Sep 8, 2022
- 3 min
Sylvania Platinum - 10% dividend yield!
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £216m, 81p, 5.6% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
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John Rosier
- Jul 28, 2022
- 3 min
Sylvania Platinum - Q4 update
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £237m, 87p, 6.1% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
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John Rosier
- Jul 11, 2022
- 2 min
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) ...
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John Rosier
- May 11, 2022
- 4 min
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...
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