Search


September 2024 Review
Silverdale, Lancashire Background The loosening cycle has begun. The Federal Reserve cut interest rates for the first time since March...

John Rosier
Oct 2, 20249 min read
Â
Â
Â


Niox - Further to my post last week re the tender offer.
NIOX Group (CIR, AIM All-Share, Market Cap £281m, 65p, 2.9% of JIC Portfolio, Medium Risk/High Reward 3.0% target position)...

John Rosier
Oct 1, 20242 min read
Â
Â
Â


Renew Holdings - Excellent year-end trading update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £833m, 1052p, 3.0% of JIC Portfolio. Medium Risk/High Reward = 3.0% target...

John Rosier
Oct 1, 20242 min read
Â
Â
Â


Greggs - Robust Q3 trading
Greggs (GRG.L; FTSE 250. Market capitalisation: £3170m, 3124p, 5.1% of JIC Portfolio. Medium Risk/High Reward = 5.0% target weight)  ...

John Rosier
Oct 1, 20244 min read
Â
Â
Â


JIC Portfolio Trades - Added to a position. Funded by the complete sale of another
Greggs (GRG.L; FTSE 250. Market capitalisation: £3140m, 3089p, 5.0% of JIC Portfolio. Medium Risk/High Reward = 5.0% target weight)  ...

John Rosier
Sep 30, 20242 min read
Â
Â
Â


Luceco - Earnings enhancing acquisition
Luceco (LUCE.L; FTSE Small Cap. Market capitalisation: £232m, 151p, 2.7% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)...

John Rosier
Sep 30, 20243 min read
Â
Â
Â


Weekend Roundup
#weekendroundup

John Rosier
Sep 28, 20242 min read
Â
Â
Â


Calendar and Dividends
#calendar #dividends

John Rosier
Sep 28, 20241 min read
Â
Â
Â


JIC Portfolio Trades - Added to a position, funded by reducing another
IG Design (IGR.L AIM All-Share, Market Cap £120m, 128p, 4.2 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...

John Rosier
Sep 27, 20242 min read
Â
Â
Â


NGEX Minerals - Programme for the coming drilling season
NGEx Minerals (TSX: NGEX, Market Cap C$ 1.6bn (£1.16bn) C$ 11.01 (615p) High Risk/High Reward, 3.0% target, currently 3.3% of JIC...

John Rosier
Sep 26, 20248 min read
Â
Â
Â


IG Design (not IG Group!) - Profit warning
IG Design (IGR.L AIM All-Share, Market Cap £150m, 145p, 4.2 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...

John Rosier
Sep 26, 20245 min read
Â
Â
Â


Niox - Interim results and tender offer for 6.2% of outstanding shares at 80p.
NIOX Group (NIOX, AIM All-Share, Market Cap £281m, 66p, 2.8% of JIC Portfolio, Medium Risk/High Reward 3.0% target position)...

John Rosier
Sep 24, 20248 min read
Â
Â
Â


Weekend Roundup - Recovering nicely from early September sell-off
#weekendroundup Chart of the Week! Returns of selected markets over the last week and since 1st January. This week is sorted by the last...

John Rosier
Sep 21, 20242 min read
Â
Â
Â


Calendar and Dividends
#calendar #dividends

John Rosier
Sep 21, 20241 min read
Â
Â
Â


JIC Portfolio Trade - Added to existing position (Capita)
#jicportfoliotrade

John Rosier
Sep 20, 20242 min read
Â
Â
Â



John Rosier
Sep 17, 20241 min read
Â
Â
Â


JIC Portfolio Trade - Added to an existing position (Gamma Communications)
Gamma Communications (GAMA.L, AIM 50, Market Cap £1.62bn, 1675p, Medium Risk/High Reward, 4.0% target, currently 4.0% of JIC Portfolio)....

John Rosier
Sep 17, 20241 min read
Â
Â
Â


JIC Portfolio Trade - Added to an existing position
#jicportfoliotrade

John Rosier
Sep 17, 20241 min read
Â
Â
Â


Current thoughts on my positions - Part V
L&G Gold Mining ETF 3376p, 2.8% of JIC Portfolio and 4.5% of Funds’ Portfolio. With the gold price hitting new highs, the US dollar is...

John Rosier
Sep 16, 20244 min read
Â
Â
Â


JIC Portfolio Trade - Position sold
#jicportfoliotrade Hvivo (HVO.L; AIM All-Share. Market capitalisation: £191m, 28.5p, 0.0% of JIC Portfolio. Medium Risk/High Reward =...

John Rosier
Sep 16, 20241 min read
Â
Â
Â


Wilmington - Final Results - A year of good progress
Wilmington (WIL.L.  Market capitalisation: £344m, 384p, 3.2% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)  Wilmington...

John Rosier
Sep 16, 20247 min read
Â
Â
Â


Weekend Roundup - A better week - Panic Over?
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
Sep 14, 20243 min read
Â
Â
Â


Calendar and Dividends
#calendar #dividends

John Rosier
Sep 14, 20241 min read
Â
Â
Â


Current thoughts on my positions - Part IV - Final part on Monday (AUCP, SLP, NGEX, HRI and CPI)
Hvivo 28.25p, 3.1% of JIC Portfolio. Last comment on Tuesday on half-year results . “Conclusion: The financial highlights are superb but...

John Rosier
Sep 13, 20246 min read
Â
Â
Â


