Search


Dividend Schedule - Dividends announced this week take 2023 income so far to 90% of 2022's level
#dividends #calendar

John Rosier
Aug 25, 20231 min read
Â
Â
Â


BlackRock World Mining Trust - Half-year report
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1090m, 570p, 4.8% of JIC Portfolio (target 5.0%) and 7.4% of JIC Funds...

John Rosier
Aug 25, 20238 min read
Â
Â
Â


JIC Portfolio Trade - Added to existing position
#jicportfoliotrade

John Rosier
Aug 24, 20231 min read
Â
Â
Â


Harbour Energy - Interim Results - Still gushing cash
Harbour Energy (HBR.L, Market Capitalisation: £1.9bn, 242p, 5.1% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...

John Rosier
Aug 24, 202311 min read
Â
Â
Â


Weekend Roundup - Summertime Blues
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the week. Sorted by the last...

John Rosier
Aug 19, 20232 min read
Â
Â
Â


Calendar and Dividend schedule
#calendar #dividends

John Rosier
Aug 19, 20231 min read
Â
Â
Â


Next Energy Solar Fund - Quarterly update
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £541m, 91.7p, 5.2 per cent of JIC Portfolio (5.0 per cent...

John Rosier
Aug 17, 20234 min read
Â
Â
Â


JIC Portfolio Trade - Added to an existing position
#jicportfoliotrade

John Rosier
Aug 15, 20231 min read
Â
Â
Â


BH Macro - Falling Price Review
BH Macro Ltd (BHMG.L, FTSE Mid 250, Market Cap £1.35bn, £339p, 6.4 per cent of Funds’ Portfolio, (7.5 per cent target) Falling Price...

John Rosier
Aug 14, 20233 min read
Â
Â
Â


Weekend Roundup
#weekendroundup Nice to see a better few weeks from my largest position. Break out please! Returns of selected markets over the last week...

John Rosier
Aug 12, 20232 min read
Â
Â
Â


Calendar and Dividend Schedule
#calendar #dividends

John Rosier
Aug 12, 20231 min read
Â
Â
Â


JIC Portfolio Trades - A Little Housekeeping
#jicportfoliotrade

John Rosier
Aug 10, 20234 min read
Â
Â
Â


JIC Portfolio Trade - Position sold
#jicportfoliotrade

John Rosier
Aug 9, 20232 min read
Â
Â
Â


Sylvania Platinum - Enters Joint Venture with a three year payback.
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £175m, 67p, 4.3% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

John Rosier
Aug 9, 20234 min read
Â
Â
Â


Glencore H1 results - "top-up" shareholder returns announced
Glencore (GLEN.L, Market Capitalisation: £59bn, 445p, 5.1% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). H1 Results...

John Rosier
Aug 8, 20234 min read
Â
Â
Â


SDI Group - Results for the year ended 30th April
SDI Group (SDI.L AIM All Share, Market Cap £127m, 122p, 4.1% of JIC Portfolio, (Medium Risk/High Reward, target position 5.0%) ...

John Rosier
Aug 8, 20233 min read
Â
Â
Â


JIC Weekend Roundup
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the week. Sorted by the last...

John Rosier
Aug 5, 20232 min read
Â
Â
Â


Calendar and Dividend Schedule
#calendar #dividends

John Rosier
Aug 5, 20231 min read
Â
Â
Â


July 2023 Review
Back and refreshed after hiking the Herriot Way in the Yorkshire Dales. Background Good news on inflation. In both the US and, at last,...

John Rosier
Aug 2, 20239 min read
Â
Â
Â


Weekend Roundup
#weekendroundup Returns of selected markets over the last week and since 1st January. This week is sorted by the week. Sorted by the last...

John Rosier
Jul 29, 20232 min read
Â
Â
Â


Calendar and dividend Schedule
#calendar #dividends

John Rosier
Jul 29, 20231 min read
Â
Â
Â


RS Group - Q1 update
RS Group (RS1., FTSE 100, Market Cap £3.6bn, 760p, Medium Risk/High Reward, 3.3% target, currently 3.3% of JIC Portfolio) RS Group plc is...

John Rosier
Jul 27, 20232 min read
Â
Â
Â


Sylvania Platinum - Q4 update
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £183m, 69p, 4.4% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

John Rosier
Jul 27, 20233 min read
Â
Â
Â


JIC Portfolio Transaction - Added to an existing position
#jicportfoliotrade

John Rosier
Jul 26, 20231 min read
Â
Â
Â


