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JIC Portfolio Trades: Added to two existing positions
#jicportfoliotrade

John Rosier
Nov 21, 20251 min read


XPS Pensions: H1 Results
XPS Pensions (XPS.L; FTSE 250. Market capitalisation: £682m, 346p, 1.6% of JIC Portfolio. XPS Pensions Group PLC is a UK employee benefits consultancy and related business services. The services provided by the company include Pensions, Investment, National Pension Trust Administration, and Self-Invested Pensions. The company derives maximum revenue from Pensions Actuarial & Consulting followed by Pensions Administration, Pensions Investment, National Pension Trust (NPT), a

John Rosier
Nov 20, 20255 min read


XPS Pensions Group - H1 trading update
XPS Pensions (XPS.L; FTSE 250. Market capitalisation: £702m, 346p, 1.7% of JIC Portfolio. XPS Pensions Group PLC is a UK employee benefits consultancy and related business services. The services provided by the company include Pensions, Investment, National Pension Trust Administration, and Self-Invested Pensions. The company derives maximum revenue from Pensions Actuarial & Consulting followed by Pensions Administration, Pensions Investment, National Pension Trust (NPT),

John Rosier
Oct 16, 20251 min read


Today's News: Reduced production guidance from Serica and Bereneberg starts XPS with 640p price target (currently 350p)
Frustrating news from Serica Energy with further problems at Triton. Guidance for 2025 was reduced to 29,000 to 32,000 boepd from 33,000...

John Rosier
Sep 10, 20251 min read


JIC Portfolio: Short Review of each of my holdings (IV)
Halozyme Therapeutics : 3.0% of JIC Portfolio and up 9.2% on my average purchase price. I must admit, I'm glad to see this holding back...

John Rosier
Aug 18, 20253 min read


I should go away more often!
I’m back from my hike along the Great Glen Way. Great fun with some old university friends, but not a route I would particularly...

John Rosier
Aug 8, 20252 min read


XPS Pensions Group - Results for the year ended March 2025
XPS Pensions (XPS.L; FTSE 250. Market capitalisation: £779m, 376p, 2.1% of JIC Portfolio. Pensions Group PLC is a UK employee benefits...

John Rosier
Jun 19, 20257 min read


XPS - Trading update
XPS Pensions (XPS.L; FTSE 250. Market capitalisation: £813m, 389p, 2.4% of JIC Portfolio. 2.0% target weight) XPS Pensions Group PLC is...

John Rosier
Apr 16, 20251 min read


XPS Pensions Group - Acquisition
XPS Pensions (XPS.L; FTSE 250. Market capitalisation: £806m, 389p, 2.3% of JIC Portfolio. 2.0% target weight) XPS Pensions Group...

John Rosier
Feb 24, 20254 min read


XPS Pensions - Lovely update
XPS Pensions (XPS.L; FTSE 250. Market capitalisation: £719m, 347p, 2.0% of JIC Portfolio. 2.0% target weight) XPS Pensions Group...

John Rosier
Feb 14, 20252 min read


JIC Portfolio Trade - New Position
#jicportfoliotrade

John Rosier
Jan 24, 20252 min read


