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SDI Group - fall in share price more than I anticipated - Reward rating restored to High
SDI Group (SDI.L AIM All Share, Market Cap £150m, 142p, 4.0% of JIC Portfolio, (Medium Risk/High Reward, target position 5.0%) ...

John Rosier
May 11, 20231 min read
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SDI Group update: April 2023 was good but warns about the current year
SDI Group (SDI.L AIM All Share, Market Cap £181m, 175p, 4.9% of JIC Portfolio, (Medium Risk/Medium Reward, target position 2.5%) ...

John Rosier
May 11, 20233 min read
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Funds' Portfolio trade
#fundsportfoliotrade

John Rosier
May 10, 20231 min read
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Harbour Energy - Solid Q1 with robust cash flow and debt down
Harbour Energy (HBR.L, Market Capitalisation: £2.0bn, 243.3p, 4.1% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...

John Rosier
May 10, 20234 min read
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Weekend Roundup
#weekendroundup

John Rosier
May 6, 20233 min read
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Calendar and Dividend Schedule
#calendar #dividends

John Rosier
May 5, 20231 min read
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JIC Portfolio trade - New Position
#jicportfoliotrade

John Rosier
May 4, 20236 min read
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JIC Portfolio Trade - Position sold
#jicportfoliotrade

John Rosier
May 3, 20232 min read
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April 2023 Review
Background A semblance of calm returned to markets after the unease in March caused by the sudden death of Silicon Valley Bank. Equity...

John Rosier
May 2, 202310 min read
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Sylvania Platinum - New share buyback
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £244m, 91.5p, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

John Rosier
May 2, 20232 min read
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JIC Weekend Roundup as another month draws to a close
#weekendroundup

John Rosier
Apr 29, 20232 min read
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Announcements Calendar and dividend schedule
#dividends #calendar

John Rosier
Apr 28, 20231 min read
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Definition of a Bear Market
#portfoliothoughts

John Rosier
Apr 28, 20233 min read
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Sylvania Platinum - Q3 update
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £237m, 89p, 4.8% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

John Rosier
Apr 28, 20233 min read
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NextEnergy Solar Fund - Capital management
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £630m, 106.8p, 5.3 per cent of JIC Portfolio (5.0 per cent...

John Rosier
Apr 27, 20233 min read
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Gulf Keystone - update
Gulf Keystone Petroleum (GKP.L, Market Cap £319m, 147p, 2.5 per cent of JIC Portfolio, (High Risk/High Reward, 2.5 per cent target)...

John Rosier
Apr 27, 20234 min read
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Howden Joinery - 16-week trading update
Howden Joinery Group (HWDN.L, FTSE Mid-250, Market Cap £3.7bn, 668.6p, Medium Risk/High Reward, 5.0% target, currently 2.5% of JIC...

John Rosier
Apr 27, 20233 min read
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JIC Portfolio Trade - New position
#jicportfoliotrade

John Rosier
Apr 26, 20237 min read
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JIC Portfolio Trades - Two positions reduced to raise cash for investment in a new position
#jicportfoliotrade

John Rosier
Apr 26, 20232 min read
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Harbour Energy - Oil find offshore Mexico
Harbour Energy (HBR.L, Market Capitalisation: £2.0bn, 242.5p, 4.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...

John Rosier
Apr 26, 20231 min read
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Ecora Resources - Q1 update
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £305m, 118p, 4.8% of JIC Portfolio, Medium Risk/High Reward...

John Rosier
Apr 26, 20232 min read
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CentralNic - Q1 trading update
CentralNic (CNIC.L, AIM All Share, Market Cap £352m, 122.6p, Medium Risk/High Reward, 5.0% target, currently 4.8% of JIC Portfolio)...

John Rosier
Apr 24, 20232 min read
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JIC Weekend Roundup - Difficult markets
#weekendroundup

John Rosier
Apr 22, 20232 min read
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Calendar and dividends
#calendar #dividends

John Rosier
Apr 22, 20231 min read
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