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Me Group - "Rising Review Price"review
ME International (MEGP.L FTSE 250 Index, Market Cap £804m, 212p, 5.6 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Oct 29, 20241 min read
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Funds' Portfolio Trade
#fundsportfoliotrades

John Rosier
Oct 29, 20241 min read
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Funds' Portfolio update
Yesterday, I reported on the performance of the JIC Portfolio between 26 October 2023 and 25 October 2024. Over the same period, the...

John Rosier
Oct 29, 20242 min read
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Sylvania Platinum - Encouraging start to the current financial year
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £121m, 46p, 2.7% of JIC Portfolio, Medium Risk/High Reward = 2.5% target weight....

John Rosier
Oct 29, 20243 min read
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Serica Energy - Triton field offline for three weeks - production guidance lowered
Serica Energy (SQZ.L AIM All-Share, Market Cap £497m, 127p, 5.5% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...

John Rosier
Oct 29, 20242 min read
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IG Design - H1 Trading Update - Full-year guidance maintained
G Design (IGR.L AIM All-Share, Market Cap £120m, 126p, 4.2 per cent of JIC Portfolio, (Medium Risk/High Reward, 4.0% target- reduced from...

John Rosier
Oct 29, 20243 min read
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One year since the 2023 low in UK Aim, mid-caps, small-caps and the JIC Portfolio!
#portfoliothoughts

John Rosier
Oct 28, 20242 min read
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Bioventix - Full year results
Bioventix (BVXP.L, AIM market, Market Capitalisation; £189m, 3625p, Low Risk/ Medium Reward, 4.5 per cent of JIC Portfolio - Target 5.0...

John Rosier
Oct 28, 202411 min read
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Weekend Roundup - Just four days to go!
#weekendroundup Chart of the week

John Rosier
Oct 26, 20242 min read
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Calendar & Dividends
#calendar #dividends

John Rosier
Oct 26, 20241 min read
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Luceco - Q3 Trading Update
Luceco (LUCE.L; FTSE Small Cap. Market capitalisation: £224m, 142p, 2.6% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)...

John Rosier
Oct 25, 20242 min read
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Niox - Update on tender offer - my ploy to tender more than the guaranteed amount worked
NIOX Group (CIR, AIM All-Share, Market Cap £278m, 65.4p, 2.3% of JIC Portfolio, Medium Risk/High Reward 3.0% target position)...

John Rosier
Oct 24, 20241 min read
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Bloomsbury Publishing - Outstanding H1 results
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £555m, 682p and 4.8% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...

John Rosier
Oct 24, 20243 min read
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NGEX Minerals: Commencement of Phase 3 Drilling Programme.
NGEx Minerals (TSX: NGEX, Market Cap C$ 2.2bn (£1.25bn) C$ 11.93 (664p) High Risk/High Reward, 3.0% target, currently 3.5% of JIC...

John Rosier
Oct 23, 20243 min read
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I have just signed up for this post-budget analysis - it might be interesting/fun/terrifying!
Information and registration can be found HERE

John Rosier
Oct 22, 20241 min read
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Weekend Roundup - Steady progress
#weekendroundup Chart of the week

John Rosier
Oct 19, 20242 min read
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Calendar and Dividends - another quiet week with just Bloomsbury H1 results confirmed
#calendar #dividends

John Rosier
Oct 18, 20241 min read
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Funds' Portfolio Trades - Mrs Rosier is not unhappy with her SIPP's performance, but she thinks her manager could do better!
#fundsportfoliotrade

John Rosier
Oct 15, 20242 min read
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Weekend Roundup
#weekendroundup

John Rosier
Oct 12, 20242 min read
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Calendar and Dividend Schedule - A quiet week ahead
#calendar #dividends

John Rosier
Oct 11, 20241 min read
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Polar Capital Holdings - Assets under Management on 30 September
Conclusion: It focuses on the increase in assets under management over the six months ending 30 September, the first half of its...

John Rosier
Oct 10, 20242 min read
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Niox tender offer - Hargreaves Lansdown has asked for my intructions
NIOX Group (CIR, AIM All-Share, Market Cap £288m, 68.5p, 2.9% of JIC Portfolio, Medium Risk/High Reward 3.0% target position)...

John Rosier
Oct 8, 20241 min read
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Weekend Roundup
#weekendroundup

John Rosier
Oct 5, 20242 min read
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Calendar and Dividends
#calendar #dividends

John Rosier
Oct 5, 20241 min read
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