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

John Rosier
Apr 5, 20241 min read
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March 2024 Review
The Newt, Somerset (only for lunch!) March 2024 Background It was easy to make money in March; equities, bonds, commodities, gold, and...

John Rosier
Apr 5, 20248 min read
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Renew Holdings - Half-year update
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £731m, 924p, 4.6% of JIC Portfolio. Medium Risk/High Reward = 5.0% target...

John Rosier
Apr 2, 20242 min read
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Weekend Roundup
#weekendroundup

John Rosier
Mar 30, 20242 min read
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Calendar and Dividends
#calendar #dividends

John Rosier
Mar 30, 20241 min read
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4imprint - Rising Price Review - A Nick Sleep type of company?
4imprint (FOUR.L, FTSE 250, Market Cap £1.77bn, 6310p, Medium Risk/High Reward, 3.4 per cent target, currently 3.4% of JIC Portfolio)...

John Rosier
Mar 27, 20242 min read
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Niox - 2023 Results
NIOX Group (CIR, AIM All-Share, Market Cap £274m, 64.8p, 4.5% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...

John Rosier
Mar 26, 20243 min read
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Luceco - 2023 Results
Luceco (LUCE.L; AFTSE Small Cap. Market capitalisation: £195m, 121.2p, 2.0% of JIC Portfolio. Medium Risk/High Reward = 4.0% target...

John Rosier
Mar 26, 20243 min read
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Gamma Communications - Results in line, robust cash generation, dividend up 17% and share buyback
Gamma Communications (GAMA.L, AIM 50, Market Cap £1.32bn, 1240p, Medium Risk/High Reward, 4.0% target, currently 2.7% of JIC Portfolio)....

John Rosier
Mar 25, 20244 min read
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Bioventix - Reassuringly solid interim results
Bioventix (BVXP.L, AIM market, Market Capitalisation; £240m, 4600p, Low Risk/ Medium Reward, 5.1 per cent of JIC Portfolio - Target 5.0%...

John Rosier
Mar 25, 20244 min read
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JIC Weekend Roundup
#weekendroundup

John Rosier
Mar 23, 20242 min read
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Calendar and Dividends - Busy week ahead, starting with Bioventix and Gamma Communications
#calendar #dividends JIC Portfolio Funds' Portfolio

John Rosier
Mar 22, 20241 min read
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Funds' Portfolio Trades
#fundsportfoliotrade BlackRock World Mining (BRWM) up to a new target of 10.0% - GlobalX Copper Miners ETF (COPG) sold completely I have...

John Rosier
Mar 19, 20241 min read
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NESF commissions "Camilla" battery storage
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £432m, 73p, 3.5 per cent of JIC Portfolio (3.5 per cent...

John Rosier
Mar 19, 20243 min read
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Weekend Roundup
#weekendroundup

John Rosier
Mar 16, 20242 min read
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Calendar and Dividends
#calendar #dividends JIC Portfolio Funds' Portfolio

John Rosier
Mar 16, 20241 min read
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IG Group - Q3 update and management changes
IG Group (IGG.L, FTSE Mid-250, Market Cap £2.63bn, 708p, Medium Risk/High Reward, 5.0% target, currently 5.7% of JIC Portfolio) IG Group...

John Rosier
Mar 14, 20244 min read
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4imprint Results - Another strong performance from this quality compounder
4imprint (FOUR.L, FTSE 250, Market Cap £1.64bn, 5850p, Medium Risk/High Reward, 3.1 per cent target, currently 3.0% of JIC Portfolio)...

John Rosier
Mar 13, 20245 min read
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Shoe Zone - Could have done without that!
This is a first - on my mobile in a taxi! I'm away for a few days and having just landed in Turin, I see Shoe Zone is down 14% at 240p....

John Rosier
Mar 12, 20242 min read
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Weekend Roundup
#weekendroundup

John Rosier
Mar 9, 20242 min read
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Calendar and Dividends
#calendar #dividends JIC Portfolio Funds' Portfolio

John Rosier
Mar 9, 20241 min read
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BlackRock World Mining—2023 results and dividend. (Stop Press: Yesterday, the chairman of Serica bought another 20,462 shares at 180p)
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £988m, 515p, 4.8% of JIC Portfolio (target 5.0%) and 4.6% of JIC Funds...

John Rosier
Mar 8, 20244 min read
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Updated Funds' Portfolio table, director buying and commodities
Director buying : Premier Foods chairman Colin Day bought 50,000 shares yesterday when the share price was up 10% to 153p. Serica Energy...

John Rosier
Mar 7, 20241 min read
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Harbour Energy - Results
Harbour Energy (HBR.L, Market Capitalisation: £2.1bn, 273p, 4.0% of JIC Portfolio, Medium Risk/High Reward =4.0% target weight)....

John Rosier
Mar 7, 20244 min read
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