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JIC Portfolio Trade
This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE Talon Metal Corp’s (TLO) share price has fallen 15 per cent today. That pushed it into “oversold” territory with an RSI of 29.5. I have therefore taken the position back up to 2.0 per cent of the JIC Portfolio. Q3 results are tomorrow. I’m not sure there will be anything in them to help t

John Rosier
1 day ago1 min read


Q3 Results from two Lundin Group companies and drill results from another
Montage's Kone Processing Plant

John Rosier
2 days ago7 min read


JIC Portfolio Trades: Added to Two Positions and, as an aside, I see JP Morgan has increased its SpaceX target price to $500!
“This is my personal investment diary. Nothing here is financial advice or a recommendation to buy or sell. Please do your own research, and familiarise yourself with the full disclaimer HERE Over the summer, I have held a reasonable cash pile and also the BVH Macro Fund. As we head into the six months that traditionally provide the strongest return from equities, I have started to selectively invest the cash. Hopefully, a strong run-up to Christmas is coming. The CNN “Fear a

John Rosier
Oct 212 min read


They’ve done it again!
“When we named the Vault Zone, we didn’t realise quite how appropriate that name might become”

John Rosier
Sep 103 min read


News from two Lundin Group companies
First, Talon Metals (TLO). Talon does not appear on the Lundin Group website, but I have included it as a Lundin Group company because Lundin Mining holds a 19.6% stake. It acquired the stake by folding its Eagle mine and Humboldt Mill operations into Talon Metals in January. By doing that, it helped create a multi-asset US nickel-copper company. Jack Lundin joined the Board. The website can be found HERE Talon is a TSX-listed base metals company advancing and operating high

John Rosier
Apr 103 min read

