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Serica Energy (SQZ.L AIM All-Share, Market Cap £700m, 179p, (4.2% of JIC Portfolio)  www.serica-energy.com   North Sea oil & gas producer...

Serica gives up the gains of the previous week. It's a volatile ride, but the trend still looks upwards The JIC Portfolio was down 1.8%...

Polar Capital Holdings (POLR.L, Market Capitalisation: £520m, 542p, 5.1% of JIC Portfolio) www.polarcapital.co.uk Polar Capital is a...

As I enjoy this view from my hotel window before heading home this morning, it’s frustrating to hear of another outage at the Triton...

Cordes-sur-Ciel

Fornalutx, Majorca Background:   After a wonderful summer, the sun continued to shine on markets and my two portfolios. Virtually...

Private placement increased to $175m. My guess is the share price goes higher! VANCOUVER, BC, Sept. 30, 2025 /CNW/ -  NGEx Minerals Ltd....

NGEx Minerals (TSX: NGEX, Market Cap: C$5.35bn (£3.0bn), C$25.82 (1381p); currently 8.8% of JIC Portfolio). (In the portfolio view in my...

Serica Energy (SQZ.L AIM All-Share, Market Cap £672m, 172p, (4.1% of JIC Portfolio)  www.serica-energy.com   North Sea oil & gas producer...

Lundin Mining up 17% on the week

#jicportfoliotrade

I was away yesterday. Catching up with a few things today. Strategic Equity Capital (SEC.l Mkt cap £155m, 360p, 4.0% of Funds'...

Fireweed Metals (TSX: FWZ, Market Cap C$ 600m (£322m) C$ 2.87 (154p), currently 2.8% of JIC Portfolio). (In the portfolio view in my...

NGEx Minerals (TSX: NGEX, Market Cap C$4.89bn (£2.5 bn) C$23.61 (1272p) currently 8.3% of JIC Portfolio). (In the portfolio view in my...

FTSE All-World (GBP)

#podcasts I think these podcasts are a must listen; Jordy Visswer with his take on the Oracle results and what it means. https://open.substack.com/pub/visserlabs/p/oracle-inference-and-the-persistence?utm_source=share&utm_medium=android&r=4zxtb The CEO of UBER re the future of autonomous taxis and delivery systems https://youtu.be/YRQ-OG05flI?si=D3UCfuJtjKB9rRa4 The founder and CEO of Solana. Have no doubt that Solana will change the face of finance. https://youtu.be/KV_qe_YA

The two portfolios are doing okay. The JIC Portfolio is up 11.8% this year and 2.2% so far in September, but with no thanks to my UK...

Xtrackers Artificial Intelligence & Big Data ETF (XAIX).   I have bought a 5.0% position in this ETF in both funds. In the JIC Portfolio,...

Pollen Street Group (POLN.L; FTSE250 Index. Market capitalisation: £527m, 876p, 5.0% of JIC Portfolio)   Pollen Street Group Limited is...

On Friday, Lundin Mining announced the appointment of Ron Hochstein as CEO of Vicuña. Vicuña being the joint venture between BHP and...

FTSE China 50 Index The JIC Portfolio was up 0.9% last week, while the FTSE All-Share was up 0.8%. YTD, JIC Portfolio is up +11.0%,...

#jicportfoliotrades

Frustrating news from Serica Energy with further problems at Triton. Guidance for 2025 was reduced to 29,000 to 32,000 boepd from 33,000...

Following my earlier post, I have added CQS Natural Resources Growth & Income (CYN) to the Funds' Portfolio. I have used all the cash in...