Search


IG Design - Results demonstrate the extent of the recovery - Now for the next stage.
IG Design (IGR.L AIM All-Share, Market Cap £226m, 230p, 6.7 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...

John Rosier
Jun 25, 20246 min read
Â
Â
Â


JIC Weekend Roundup on concert day!
#weekendroundup

John Rosier
Jun 22, 20242 min read
Â
Â
Â


Funds' Portfolio Trades - New position added, funded by reducing another
#fundsportfoliotrade

John Rosier
Jun 20, 20243 min read
Â
Â
Â


Public Service Announcement - Problems with the Spaces App and a suggestion
I know some members have had problems with the Spaces App, ranging from not receiving notifications of new diary posts to new posts not...

John Rosier
Jun 20, 20241 min read
Â
Â
Â



John Rosier
Jun 19, 20240 min read
Â
Â
Â


JIC Portfolio Trades - Added to an existing position. Funded by reduction of Hargreaves Lansdown to 2.0%
#jicportfoliotrades

John Rosier
Jun 19, 20241 min read
Â
Â
Â


NextEnergy Solar Fund - At last - £20m share buyback
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £453m, 77p, 3.2 per cent of JIC Portfolio The company has...

John Rosier
Jun 19, 20245 min read
Â
Â
Â


JIC Portfolio Trades - Two existing positions increased to target weights
#jicportfoliotrades With the proceeds of my sale of Hargreaves Lansdown to 3.0%, I have increased two positions up to their target...

John Rosier
Jun 18, 20241 min read
Â
Â
Â


Hargreaves Lansdown - Proposed offer raised to 1140p. Position reduced to 3.0%
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £5.0bn, 1125p, 5.0 per cent of JIC Portfolio (Medium Risk/High Reward 3.0 per cent...

John Rosier
Jun 18, 20243 min read
Â
Â
Â


Weekend Roundup
#weekendroundup

John Rosier
Jun 16, 20242 min read
Â
Â
Â


Calendar and Dividends (Weekend Roundup tomorrow)
#calendar #dividends

John Rosier
Jun 15, 20241 min read
Â
Â
Â


The elephant in the room!
Serica Energy (SQZ.L AIM All-Share, Market Cap £567m, 144.6p, 5.0% of JIC Portfolio, (Low Risk/High Reward, 5.0% target) ...

John Rosier
Jun 14, 20243 min read
Â
Â
Â


JIC Portfolio Trades - Increased a position to target weight, funded by reducing another
#jicportfoliotrade

John Rosier
Jun 13, 20241 min read
Â
Â
Â


PayPoint - Results and commencement of share buyback.
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £412m, 453p, 5.1% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

John Rosier
Jun 13, 20244 min read
Â
Â
Â


Renew Holdings - Small but typical acquisition
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £850m, 1074p, 3.1% of JIC Portfolio. Medium Risk/High Reward = 3.0% target...

John Rosier
Jun 11, 20243 min read
Â
Â
Â


Me Group - H1 Trading Update - Robust trading despite forex headwinds
ME International (MEGP.L FTSE 250 Index, Market Cap £642m, 170p, 4.5 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Jun 10, 20243 min read
Â
Â
Â


Weekend Roundup - from Corfu
#weekendroundup

John Rosier
Jun 8, 20242 min read
Â
Â
Â


Calendar and Dividends
#calendar #dividends

John Rosier
Jun 7, 20241 min read
Â
Â
Â


Luceco - Rising Review Price raised
Luceco (LUCE.L; AFTSE Small Cap. Market capitalisation: £308m, 192p, 3.4% of JIC Portfolio. Medium Risk/High Reward = 3.0% target weight)...

John Rosier
Jun 6, 20242 min read
Â
Â
Â


May 2024 - Further progress
Background May turned out to be another strong month for financial assets. Equities led the way, with the NASDAQ Composite up 6.9%, the...

John Rosier
Jun 3, 20249 min read
Â
Â
Â


Weekend Roundup - Encouraging progress
#weekendroundup

John Rosier
Jun 1, 20242 min read
Â
Â
Â


Calendar and Dividends
#calendar #dividends Funds' Portfolio Dividends JIC Portfolio Dividends

John Rosier
Jun 1, 20241 min read
Â
Â
Â


Bloomsbury Publishing - Sensible acqusition of North American academic publishing business
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £453m, 558p and 5.0% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...

John Rosier
May 29, 20247 min read
Â
Â
Â


Premier Foods - Rising Price Review
Premier Foods (PFD.L, FTSE 250, Market Cap £1.5bn, 174.3p, Medium Risk/High Reward, 4.0 per cent target, currently 4.0% of JIC Portfolio)...

John Rosier
May 28, 20241 min read
Â
Â
Â


