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JIC Portfolio Trade - Position Sold
Wilmington (WIL.L. Market capitalisation: £315m, 350p, 0% of JIC Portfolio) Wilmington plc is a United Kingdom-based company, which is...

John Rosier
Apr 7, 20251 min read


Two pieces of good news this morning!
Two pieces of good news today. Serica Energy (SQZ.L AIM All-Share, Market Cap £548m, 125p, 4.5% of JIC Portfolio. (5.0% target) ...

John Rosier
Feb 27, 20253 min read


Wilmington - Half-year results
Wilmington (WIL.L. Market capitalisation: £333m, 370p, 3.1% of JIC Portfolio. 3.0% target weight) Wilmington plc is a United...

John Rosier
Feb 17, 20253 min read


Wilmington - Final Results - A year of good progress
Wilmington (WIL.L. Market capitalisation: £344m, 384p, 3.2% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight) Wilmington...

John Rosier
Sep 16, 20247 min read


Current thoughts on my positions - Part III (Part IV tomorrow and final part on Monday)
Lundin Mining 657p, 3.5% of the JIC Portfolio . Recent addition to the Portfolio with dairy entry HERE . Never mind the poor short-term...

John Rosier
Sep 12, 20245 min read


JIC Portfolio Trades - Increased two positions to 3.0%, funded by the complete sale of another
#jicportfoliotrades

John Rosier
Jul 24, 20241 min read


Wilmington - Year-end trading update
Wilmington (WIL.L. Market capitalisation: £338m, 375p, 2.3% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight) Wilmington plc is a United Kingdom-based company, which is engaged in providing data, information, education and training services in the global governance, risk and compliance (GRC), health, safety, and environmental markets. The Company's segments include Training & Education and Intelligence. It Training & Education division provides compliance tra

John Rosier
Jul 24, 20243 min read


Wilmington - Sale of UK Healthcare
Wilmington (WIL.L. Market capitalisation: £338m, 375p, 2.4% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight) Wilmington...

John Rosier
Jun 27, 20243 min read


Wilmington - Interim Results
Wilmington (WIL.L. Market capitalisation: £308m, 344p, 2.5% of JIC Portfolio. Medium Risk/High Reward = 4.0% target weight) Wilmington...

John Rosier
Feb 19, 20243 min read


JIC Portfolio Trades
#jicportfoliotrade I have reinvested the cash from the Glencore reduction. I have increased the three recently purchased new positions...

John Rosier
Feb 9, 20241 min read


JIC Portfolio Trade - Third new position bought today
#jicportfoliotrade Wilmington (WIL.L. Market capitalisation: £296m, 332p, 1.8% of JIC Portfolio. Medium Risk/High Reward = 2.5% initial...

John Rosier
Feb 2, 20243 min read


