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Herald Investment Trust - Board recommendation for upcoming General Meeting
Herald Investment Trust (HRI.L FTSE 250 Index, Market Cap £1227m, 2237p, 4.7% of JIC Portfolio, 5.1% of Funds’ Portfolio  ...

John Rosier
Jan 35 min read
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2024 Competition - Final update
An eagle-eyed member spotted that in my diary entry yesterday, I had mistakenly ended the 2024 competition on Christmas Eve, not 31...

John Rosier
Jan 21 min read
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Happy New Year! 2024 performance, 2024 competition results, and 2025 competition is open for entries
Camber Sands

John Rosier
Jan 12 min read
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Weekend Roundup - The cost of UK borrowing continues to increase
- If growth doesn't pick up, there will be tax rises or spending cuts ahead

John Rosier
Dec 28, 20241 min read
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2025 Share Competition - Rules
Due to popular demand, there will be a 2025 share competition. This year, the competition will run from closing prices on Friday, 10...

John Rosier
Dec 27, 20241 min read
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2024 share competition - important update - Tesla jumps to the top!
On Tuesday, I published an update - I got the starting date wrong—many apologies.

John Rosier
Dec 27, 20241 min read
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Nvidia and Momentum - 2024 Share competition
Top 20 in the 2024 share competition as of close on 23rd December There are still three trading days until the end of the year, and at...

John Rosier
Dec 24, 20241 min read
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Weekend Roundup
#weekendroundup

John Rosier
Dec 21, 20242 min read
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Calendar and Dividends
#calendar #dividends

John Rosier
Dec 21, 20241 min read
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Interesting development in the investment trust sector
Herald Investment Trust (HRI.L FTSE 250 Index, Market Cap £1202m, 2387p, 4.7% of JIC Portfolio, 5.2% of Funds’ Portfolio  ...

John Rosier
Dec 20, 20243 min read
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NGEX Minerals - An early Christmas present?
NGEx Minerals (TSX: NGEX, Market Cap C$ 2. 5 bn (£ 1. 5 bn ) C$ 12.35 (679p) High Risk/High Reward, 4.0% target, currently 4.3% of JIC...

John Rosier
Dec 18, 20243 min read
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A bleak message from a former holding - Shoe Zone
Shoe Zone (SHOE.L AIM All-Share, Market Cap £38m, 82p, 0 per cent of JIC Portfolio www.shoezone.com/investors  I rarely comment on...

John Rosier
Dec 18, 20242 min read
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JIC Portfolio Trade - Added to an existing position
Capita (CPI.L FTSE Small Cap Index, Market Cap £295m, 15.9p, 2.3% of JIC Portfolio, (Medium Risk/High Reward, target position 3.0%)....

John Rosier
Dec 17, 20241 min read
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Capita - Trading update
Capita (CPI.L FTSE Small Cap Index, Market Cap £295m, 17.44p, 2.3% of JIC Portfolio, (Medium Risk/High Reward, target position 3.0%)....

John Rosier
Dec 17, 20246 min read
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Weekend Roundup - Awaiting the Santa Rally! JIC Portfolio down a little, Funds' Portfolio up a little
#weekendroundup

John Rosier
Dec 14, 20242 min read
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Calendar and Dividends
The next scheduled news is on 9 January- a trading update from Greggs, which, incidentally, RBC initiated research today with a 3240p target.

John Rosier
Dec 13, 20241 min read
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JIC Portfolio Trade - Added to existing position
Pollen Street Group (POLN.L; FTSE Small Cap. Market capitalisation: £446m, 731p, 5.0% of JIC Portfolio. Medium Risk/High Reward = 5.0%...

John Rosier
Dec 12, 20241 min read
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Pollen Street - Decent Q3 update
Pollen Street Group (POLN.L; FTSE Small Cap. Market capitalisation: £446m, 728p, 4.2% of JIC Portfolio. Medium Risk/High Reward = 4.0%...

John Rosier
Dec 12, 20243 min read
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Serica Energy - Acquisition of assets
Serica Energy (SQZ.L AIM All-Share, Market Cap £512m, 131p, 4.4% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...

John Rosier
Dec 12, 20243 min read
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JIC Portfolio Trade - Added to an existing position
Moonpig: (MOON.L, FTSE 250, Market Cap £805m, 231p, 4.0% of JIC Portfolio. 4.0% target weight. www.moonpig.group  Further to this...

John Rosier
Dec 10, 20241 min read
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Moonpig - Interim Results
Moonpig: (MOON.L, FTSE 250, Market Cap £900m, 267p, 4.0% of JIC Portfolio. 4.0% target weight. www.moonpig.group  Interim results – six...

John Rosier
Dec 10, 20245 min read
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Lundin Mining sells assets to focus on S. America. NGEx Minerals enters the TSX Composite Index on 23 December
NGEx Minerals : On Friday, it was announced that NGEx will enter the TSX Composite Index on 23rd December. This is positive news as it...

John Rosier
Dec 9, 20244 min read
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JIC Portfolio Trade - Added to existing position
#jicportfoliotrade

John Rosier
Dec 9, 20241 min read
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Weekend Roundup
Returns of selected markets over the last week and since 1st January. This week is sorted by the last week. Sorted by the last year can...

John Rosier
Dec 7, 20242 min read
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