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Gulf Keystone - Exports suspended
Gulf Keystone Petroleum (GKP.L, Market Cap £375m, 173.4p, 4.3% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Mar 27, 20233 min read
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Weekend Roundup
#weekendroundup

John Rosier
Mar 25, 20232 min read
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Calendar and Dividend Schedule update
#calendar #dividends

John Rosier
Mar 25, 20231 min read
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Serica Energy - Acquisition of Tailwind completed
Serica Energy (SQZ.L AIM All-Share, Market Cap £845m, 220p, 7.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

John Rosier
Mar 23, 20233 min read
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Gulf Keystone - 2022 results and another dividend
Gulf Keystone Petroleum (GKP.L, Market Cap £379m, 175.4p, 4.3% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Mar 23, 20239 min read
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Niox - 2022 results and update
NIOX Group (CIR, AIM All-Share, Market Cap £193m, 46p, 3.7% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
Mar 21, 20233 min read
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Weekend Roundup - another testing week
#weekendroundup

John Rosier
Mar 18, 20233 min read
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News: Ex-dividends and buybacks
After a torrid day yesterday, hopefully, a calmer one today, but life goes on.

John Rosier
Mar 16, 20231 min read
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Market/Portfolio thoughts
#portfoliothoughts

John Rosier
Mar 15, 20232 min read
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Bloomsbury Publishing - Upgrades after a robust second half
Bloomsbury Publishing (BMY.L, FTSE Small Cap, Mkt cap. £343m, 420p and 5.3% of the JIC Portfolio, Medium Risk/High Reward =5.0 per cent...

John Rosier
Mar 15, 20233 min read
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JIC Weekend Roundup - Its been a difficult 18 months
#weekendroundup

John Rosier
Mar 11, 20233 min read
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Updated calendar and a new dividend record table
#calendar #dividends

John Rosier
Mar 10, 20231 min read
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JIC Portfolio Trade - Added to an existing holding
#jicportfoliotrade

John Rosier
Mar 10, 20232 min read
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JIC Portfolio Trade - added to an existing position
#jicportfoliotrade

John Rosier
Mar 9, 20232 min read
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Gulf Keystone - payments from the KRG. BRWM went ex 23.5p dividend this morning.
Gulf Keystone Petroleum (GKP.L, Market Cap £438m, 193p, 4.6% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Mar 9, 20233 min read
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Harbour Energy - 2022 Results
Harbour Energy (HBR.L, Market Capitalisation: £2.4bn, 286.9p, 4.5% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight)....

John Rosier
Mar 9, 20234 min read
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February 2023 - Review
Background After the promising start to 2023 in January, markets were a little more circumspect. Concerns grew that inflation might not...

John Rosier
Mar 6, 20239 min read
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Weekend Roundup - Robust Chinese growth lifts spirits
There is a long way to go! #weekendroundup

John Rosier
Mar 4, 20232 min read
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BlackRock World Mining - 2022 results and final dividend
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1344m, 722p, 7.5% of JIC Portfolio (target 7.5%) and 10.0% of JIC...

John Rosier
Mar 3, 202326 min read
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Five trades in JIC Portfolio - Tidying up and rejigging! Forecast dividend income increases
#jicportfoliotrade

John Rosier
Mar 2, 20232 min read
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Lucara Diamond - fascinating article in Bloomberg yesterday - with summary
The attached article explains how Lucara's sales agreement for "specials" (more than 10.8 carats) with HB in Antwerp benefits Lucara...

John Rosier
Mar 1, 20232 min read
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ME Group - Results
ME Group International (MEGP.L FTSE Small-Cap Index, Market Cap £478m, 126.5p, 4.9 per cent of JIC Portfolio, (Medium Risk/High Reward,...

John Rosier
Mar 1, 20234 min read
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John Rosier
Feb 28, 20231 min read
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CentralNic - 2022 results and maiden dividend
CentralNic (CNIC.L, AIM All Share, Market Cap £399m, 139.5p, Medium Risk/High Reward, 5.0% target, currently 6.3% of JIC Portfolio)...

John Rosier
Feb 27, 20234 min read
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