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Bloomsbury Publishing - H1 Results - Solid
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £330m, 404p and 5.6% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...

John Rosier
Oct 26, 20234 min read
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Sylvania Platinum Q1 update
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £217m, 78.5p, 4.9% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

John Rosier
Oct 25, 20233 min read
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IG Design - H1 update
IG Design (IGR.L AIM All-Share, Market Cap £110m, 112.5p, 4.0 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...

John Rosier
Oct 25, 20234 min read
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Ecora Resouces - Q3 update
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £243m, 94p, 4.7% of JIC Portfolio, Medium Risk/High Reward...

John Rosier
Oct 25, 20233 min read
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Weekend Roundup - Stormy weather
#weekendroundup

John Rosier
Oct 21, 20232 min read
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Calendar and Dividend Schedule - Busy week coming up
#calendar #dividends

John Rosier
Oct 20, 20231 min read
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JIC Portfolio Trade - Added to existing position
#jicportfoliotrade

John Rosier
Oct 19, 20231 min read
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NextEnergy Solar Fund - Dividend declaration - reassuring!
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £457m, 77.4p, 4.5 per cent of JIC Portfolio (5.0 per cent...

John Rosier
Oct 19, 20232 min read
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Hargreaves Lansdown Q1 update - resilient performance with revenue up 13.8% y-o-y
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.5bn, 737p, 4.7 per cent of JIC Portfolio (Medium Risk/High Reward 5.0 per cent...

John Rosier
Oct 19, 20233 min read
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JIC Portfolio Trade - Added to position, taking it to target 5.0%.
#jicportfoliotrade

John Rosier
Oct 18, 20231 min read
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JIC Portfolio Trade - Increased a position to my target weight of 7.5%
#jicportfoliotrade

John Rosier
Oct 18, 20231 min read
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JIC Portfolio Trade - Position trimmed to 5.0%
#jicportfoliotrade

John Rosier
Oct 18, 20231 min read
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Falling Review Price catchup and thoughts; it's tough out there.
I’ll start with a story. On 9th October, I was asked if I knew why Shoe Zone was down 10 per cent on the day, having already fallen by 15...

John Rosier
Oct 17, 20235 min read
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Shoe Zone - Great year-end update - big upgrades
Shoe Zone (SHOE.L AIM All-Share, Market Cap £98m, 212p, 5.4 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Oct 17, 20234 min read
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Weekend Roundup
From Marseille #weekendroundup

John Rosier
Oct 14, 20232 min read
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Calendar and Dividend Schedule
#calendar #dividends

John Rosier
Oct 14, 20231 min read
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Polar Capital Holdings - Assets under management on 30th September
Polar Capital Holdings (POLR.L, Market Capitalisation: £4343, 437p, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...

John Rosier
Oct 12, 20233 min read
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JIC Portfolio Trade - New position
#jicportfoliotrade

John Rosier
Oct 11, 20233 min read
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A miserable start to October
This chart from Investing.com shows movement in US Treasury yields since 1st June.

John Rosier
Oct 7, 20232 min read
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Calendar and Dividend Schedule
#calendar #dividends

John Rosier
Oct 7, 20231 min read
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A torrid start to October
#portfoliothoughts

John Rosier
Oct 6, 20235 min read
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September 2023 Review
Formentor, Mallorca

John Rosier
Oct 4, 20239 min read
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Renew Holdings - Year-end update - short and sweet!
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £564m, 713p, 2.7% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...

John Rosier
Oct 2, 20232 min read
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Weekend Roundup - Another quarter ends - whisper it quietly, the UK equity market outperformed in Q3
Looking north from Mallorca #weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by...

John Rosier
Sep 30, 20232 min read
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