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John Rosier
- Apr 25
- 1 min
Catch up with John Hughman (recorded yesterday) and a brief comment on Serica Energy.
#portfoliothoughts Yesterday, in addition to listening to the Serica Energy results presentation, I chatted with John Hughman, formerly...
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John Rosier
- Feb 23
- 3 min
Observations!
#portfoliothoughts I have just read the Herald Investment Trust 2023 Accounts. I was alerted to the following text in the manager’s...
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John Rosier
- Dec 18, 2023
- 3 min
Funds' Portfolio - Thoughts
#portfoliothoughts The Funds’ Portfolio as of Friday night: This morning, I adjusted the target weights so that the total adds up to 100...
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John Rosier
- Oct 6, 2023
- 5 min
A torrid start to October
#portfoliothoughts Background: Over the last few years, longer-term government bond yields have increased decisively on both sides of the...
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John Rosier
- Jul 12, 2023
- 5 min
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....
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John Rosier
- Jul 11, 2023
- 6 min
Current thoughts on my positions - Part I
#portfoliothoughts Bioventix: Last commented on it in March with its interim results – “Another six months of robust growth -dividend up...
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