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NGEx Minerals - Q3 Results
NGEx Minerals (TSX: NGEX, Market Cap C$ 2.2bn (£1.25bn) C$ 11.38 (640p) High Risk/High Reward, 4.0% target, currently 4.0% of JIC...

John Rosier
Nov 13, 20245 min read
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PayPoint - Rising Price Review
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £589m, 809p, 5.5% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

John Rosier
Nov 12, 20241 min read
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Funds' Portfolio Trade - The return of the VT Argonaut Absolute Return Fund
#fundsportfoliotrade

John Rosier
Nov 12, 20242 min read
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4imprint - Trading update
4imprint (FOUR.L, FTSE 250, Market Cap £1.74bn, 6190p, Medium Risk/High Reward, 2.9 per cent target, currently 3.0% of JIC Portfolio)  ...

John Rosier
Nov 12, 20243 min read
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Funds' Portfolio Trade - New Position
Pershing Square Holdings (PSH, FTSE 100, Mkt cap. £6584m, 3646p and 6.0% of the Funds’ Portfolio, 6.0 per cent target).  ...

John Rosier
Nov 11, 20242 min read
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Funds' Portfolio Trades: Strategic Shift for Evolving Markets
#fundsportfoliotrades

John Rosier
Nov 11, 20241 min read
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Me Group - Rising Review Price raised and position trimmed
ME International (MEGP.L FTSE 250 Index, Market Cap £804m, 233p, 5.0 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Nov 11, 20241 min read
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Weekend Roundup
#weekendroundup

John Rosier
Nov 9, 20242 min read
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Calendar and Dividends
#calendar #dividends

John Rosier
Nov 9, 20241 min read
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JIC Portfolio Trade - Added a position which will be exciting, if not risky
VanEck Crypto and Blockchain Innovators ETF (DAGB, 2.5% position in the Funds’ Portfolio, and a 2.0% position in the JIC Portfolio)  The...

John Rosier
Nov 7, 20242 min read
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JIC Portfolio Trade - Added to existing position
#jicportfoliotrade

John Rosier
Nov 7, 20241 min read
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Lundin Mining - Q3 update
Lundin Mining (TSX: LUN, Market Cap C$ 10.0bn (£5.6bn) C$ 13.64 (760p) Medium Risk/High Reward, 5.0% target, currently 5.0% of JIC...

John Rosier
Nov 7, 20245 min read
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October 2024 - Review
Background The Federal Reserve's recent move to cut interest rates by 0.5 per cent in September didn't have the calming effect it might...

John Rosier
Nov 6, 20248 min read
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John Rosier
Nov 5, 20241 min read
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JIC Portfolio Trade - Added to two existing positions
#jicportfoliotrade

John Rosier
Nov 4, 20241 min read
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JIC Portfolio Trade - Long-standing holding sold
#jicportfoliotrade

John Rosier
Nov 4, 20243 min read
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Weekend Roundup - It could have been worse!
#weekendroundup

John Rosier
Nov 2, 20242 min read
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Calendar and dividends
#calendar #dividends

John Rosier
Nov 2, 20241 min read
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The summer investing season ends. Now for the winter!
The JIC Portfolio ended October up 1.0%, contributing to a 6.5% return for the six months. That is slightly better than the average for...

John Rosier
Nov 1, 20241 min read
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Trade in both Portfolios - Added to an existing position
#jicportfoliotrades #fundsportfoliotrades

John Rosier
Oct 31, 20241 min read
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JIC Portfolio Trades - Two positions reduced to 5.0% each - Provides a little cash for re-investment
#jicportfoliotrades

John Rosier
Oct 30, 20242 min read
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Budget! Not half as bad as expected. Serica is up 13%, and other AIM stocks are rallying!
Not half as bad as it might have been - some might argue, quite good! The measures on IHT, CGT, and AIM stocks are nothing like as bad as...

John Rosier
Oct 30, 20241 min read
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JIC Portfolio trade - Added to existing position
#jicportfoliotrade

John Rosier
Oct 29, 20241 min read
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JIC Portfolio Trade - Added to existing position
#jicportfoliotrades

John Rosier
Oct 29, 20241 min read
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