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Weekend Roundup
#weekendroundup Cradle Mountain, Tasmania

John Rosier
Feb 222 min read
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Funds' Portfolio Trades - Go East! US reduced, Herald sold, China added and gold increased
Fidelity China Special Situations (FCSS. Market Cap£1.314bn. 265p. 8.0% of Funds’ Portfolio) https://investment-trusts.fidelity.co.uk/fi...

John Rosier
Feb 211 min read
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Lundin Mining 2024 Results
Lundin Mining (TSX: LUN, Market Cap C$ 11.1bn (£6.2bn) C$ 12.80      (723p) 5.0% target, currently 4.9% of JIC Portfolio). (In the...

John Rosier
Feb 216 min read
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JIC Portfolio Trades - New position financed by sale of another
#jicportfoliotrade

John Rosier
Feb 201 min read
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NGEX Minerals - Another super set of drill results that significantly expands the area of mineralisation
NGEx Minerals (TSX: NGEX, Market Cap C$3.0bn (£1.76bn) C$ 14.14  (790p) 4.0% target, currently 51% of JIC Portfolio). (In the portfolio...

John Rosier
Feb 197 min read
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JIC Portfolio Trade - Stop-loss triggered
#jicportfoliotrade

John Rosier
Feb 191 min read
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Halozyme Therapeutics - Excellent 2024 Results - 2025 guidance reaffirmed
Halozyme Therapeutics (HALO. NASDAQ. Market capitalisation: $7.4bn, $57.90, 2.1% of JIC Portfolio. 2.0% target weight) Â www.halozyme.com...

John Rosier
Feb 199 min read
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Funds' Portfolio Trade - New Position
HANetf Future of Defense ETF (NATP, Market Cap £548m, 1105p, 5.0% of Funds’ Portfolio. (5.0% target)  I have just bought a 5.0%...

John Rosier
Feb 181 min read
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Serica Energy - Triton down again!
Hobart from Mount Wellington

John Rosier
Feb 183 min read
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Plus 500 - 2024 Results, new share buyback and special dividend
Plus 500 (PLUS.L, FTSE 250. Market capitalisation: £2,107m, 2864p, 2.0% of JIC Portfolio. Current target - 2.2%)  www.plus500.com  ...

John Rosier
Feb 187 min read
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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 173 min read
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Weekend Roundup
#weekendroundup

John Rosier
Feb 152 min read
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Calendar and Dividends
#calendar #dividends

John Rosier
Feb 151 min read
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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 142 min read
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JIC Portfolio Trade - New position
#jicportfoliotrade

John Rosier
Feb 131 min read
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JIC Portfolio Trade - Holding trimmed
#jicportfoliotrade

John Rosier
Feb 131 min read
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International Petroleum Corp 2024 results and guidance
International Petroleum (TSX: IPCO, Market Cap C$2.3bn (£1.3bn). Share price C$19.81 (1119p). 5.0% target, currently 5.1% of JIC...

John Rosier
Feb 117 min read
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Weekend Roundup
#weekendroundup

John Rosier
Feb 82 min read
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Calendar, dividends and something for tinnitus sufferers!
#calendar #dividends

John Rosier
Feb 81 min read
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January Review was posted last night
Ferry from Queenscliffe to Sorrento I posted my January review but did not receive a notification. I guess nor did anyone else. Let's see...

John Rosier
Feb 71 min read
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January 2025 Review
Background: Â To describe January as eventful would be to do it a disservice. Trump's inauguration speech clearly stated that he intends...

John Rosier
Feb 68 min read
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Again, there is no news for my holdings, but I have adjusted a stop-loss
The Twelve Apostles - The Great Ocean Road

John Rosier
Feb 51 min read
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Serica Energy - Update on license from OFAC
Serica Energy (SQZ.L AIM All-Share, Market Cap £548m, 140p, 4.9% of JIC Portfolio. (5.0% target) www.serica-energy.com  North Sea oil...

John Rosier
Feb 31 min read
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Weekend Roundup - From Melbourne
#weekendroundup

John Rosier
Feb 12 min read
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