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Ecora Resources - Q2 update
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £306m, 118p, 4.9% of JIC Portfolio, Medium Risk/High Reward...

John Rosier
Jul 26, 20234 min read
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Funds' Portfolio Review
#fundsportfoliocomment This year has been a challenging period for the Funds’ Portfolio. Since 31st December, it is down 2.4 per cent....

John Rosier
Jul 25, 20235 min read
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Unilever - a solid H1
Unilever PLC (ULVR.L FTSE 100, Market Cap £101,180m, 4019p, 2.9 per cent of JIC Portfolio, (Medium Risk/Medium Reward, 3.0% target)...

John Rosier
Jul 25, 20235 min read
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Ecora Resources increases exposure to copper.
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £305m, 118p, 4.9% of JIC Portfolio, Medium Risk/High Reward...

John Rosier
Jul 24, 20234 min read
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Weekend Roundup - At last, better news on inflation
#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 22, 20232 min read
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Calendar and dividend schedule
#calendar #dividends

John Rosier
Jul 22, 20231 min read
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Glencore - Q2 Production; Full year guidance intact for production and profits
Glencore (GLEN.L, Market Capitalisation: £59bn, 472p, 5.2% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). Q2 Production...

John Rosier
Jul 21, 20233 min read
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Howden Joinery - Half year results
Howden Joinery Group (HWDN.L, FTSE Mid-250, Market Cap £3.9bn, 710p, Medium Risk/High Reward, 2.7% target, currently 2.7% of JIC...

John Rosier
Jul 20, 20234 min read
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IG Group - Results for the year ending May 2023
IG Group (IGG.L, FTSE Mid-250, Market Cap £2.80bn, 692p, Medium Risk/High Reward, 5.0% target, currently 2.9% of JIC Portfolio) IG Group...

John Rosier
Jul 20, 20234 min read
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Hargreaves Lansdown - Encouraging Q4 update
Hargreaves Lansdown (HL.L FTSE 100, Cap, Market Cap £3.9bn, 840p, 2.1 per cent of JIC Portfolio (Medium Risk/Medium reward 2.5 per cent...

John Rosier
Jul 19, 20234 min read
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Bloomsbury Publishing - A solid start to 2023/24
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £361m, 442p and 5.9% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...

John Rosier
Jul 18, 20232 min read
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Niox Group - Another excellent update
NIOX Group (CIR, AIM All-Share, Market Cap £269m, 64.0p, 3.5% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
Jul 18, 20233 min read
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Weekend Roundup - Encouraging news out of the US.
#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 15, 20232 min read
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Calendar and Dividend Schedule
#calendar #dividends

John Rosier
Jul 15, 20231 min read
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Polar Capital - AUM at 30th June
Polar Capital Holdings (POLR.L, Market Capitalisation: £478m, 444p, 5.2% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...

John Rosier
Jul 13, 20232 min read
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Brooks Macdonald -AUM at 30th June
Brooks Macdonald (BRK.L, Market Capitalisation: £3367m, 2240p, 2.6 per cent of JIC Portfolio, Medium Risk/High Reward = 5.0 per cent...

John Rosier
Jul 13, 20233 min read
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Current thoughts on my positions - Part II
#portfoliothoughts

John Rosier
Jul 12, 20235 min read
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ME Group - Robust H1 Results
ME Group International (MEGP.L FTSE 250 Index, Market Cap £626m, 137.6p, 7.1 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0%...

John Rosier
Jul 12, 20234 min read
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Shoe Zone: Great news - Another big upgrade to forecasts
Shoe Zone (SHOE.L AIM All-Share, Market Cap £109m, 235p, 5.9 per cent of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Jul 12, 20232 min read
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Current thoughts on my positions - Part I
#portfoliothoughts

John Rosier
Jul 11, 20236 min read
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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 8, 20232 min read
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Calendar and Dividend Schedule
#calendar #dividends

John Rosier
Jul 8, 20231 min read
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Falling Price Review - IG Group
IG Group (IGG.L, FTSE Mid-250, Market Cap £2.57bn, 634p, Medium Risk/High Reward, 5.0% target, currently 2.8% of JIC Portfolio)...

John Rosier
Jul 7, 20232 min read
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Falling Price Review - Serica Energy
Serica Energy (SQZ.L AIM All-Share, Market Cap £767m, 199.7p, 7.2% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

John Rosier
Jul 7, 20232 min read
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