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Weekend Roundup - Government bond yields up, equities down
#weekendroundup

John Rosier
Feb 25, 20232 min read
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Glencore - share buyback and chairman of Ecora Resources buys shares.
Glencore has announced the start of a $1.5bn share buyback, expected to be completed by the interim results in August.

John Rosier
Feb 24, 20232 min read
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Niox Group - Target price for review achieved
NIOX Group (CIR, AIM All-Share, Market Cap £189m, 45.05p, 3.4% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
Feb 23, 20232 min read
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JIC Portfolio Trade - Added to an existing position
#jicportfoliotrade

John Rosier
Feb 22, 20231 min read
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Lucara Diamond Corp - 2022 Results
Lucara Diamonds Corp (LUC, Listed: Toronto and Sweden, Market Capitalisation; £166m, 37.3p (Can$ 0.60), Medium Risk/ High Reward, 2.4% of...

John Rosier
Feb 22, 20238 min read
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Next Energy Solar Fund - Q3 (ending 31st December 2022) update
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £645m, 108.6p, 2.4% of JIC Portfolio (2.5% target) and 4.9%...

John Rosier
Feb 21, 20233 min read
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JIC Portfolio trade - Added to existing position
#jicportfoliotrade

John Rosier
Feb 21, 20231 min read
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Sylvania Platinum - H1 results and new dividend policy gives clarity
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £266m, 100p, 6.7% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

John Rosier
Feb 21, 20236 min read
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JIC Portfolio Trade - added to existing position
#jicportfoliotrade

John Rosier
Feb 20, 20231 min read
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Serica Energy - First production at Tailwind's Gannet well GE-04
Serica Energy (SQZ.L AIM All-Share, Market Cap £655m, 254p, 7.3% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

John Rosier
Feb 20, 20232 min read
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Weekend Roundup
#weekendroundup

John Rosier
Feb 18, 20232 min read
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John Rosier
Feb 17, 20232 min read
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Funds' Portfolio - Confirmation of recent trades
#fundsportfoliotrade Confirmation of my allotment of shares in the BH Macro Limited placing. My £1,000 order bought me an extra 231...

John Rosier
Feb 17, 20231 min read
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SDI Group - Target for Review price of 193p achieved
SDI Group (SDI.L AIM All Share, Market Cap £201m, 194p, 4.5% of JIC Portfolio, (Medium Risk/Medium Reward, target position 5.0%) ...

John Rosier
Feb 16, 20233 min read
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Funds' Portfolio trade
#fundsportfoliotrade

John Rosier
Feb 15, 20232 min read
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Glencore 2022 results and dividend
Glencore (GLEN.L, Market Capitalisation: £65bn, 516p, 4.7% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). Results for...

John Rosier
Feb 15, 20235 min read
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All change to my exposure to biotech/healthcare
#fundsportfoliotrade #jicportfoliotrade

John Rosier
Feb 14, 20233 min read
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JIC Portfolio Trades - An old position added back, funded by the complete sale of another position
#jicportfoliotrade

John Rosier
Feb 13, 20234 min read
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JIC Weekend Roundup - Risk-off week!
#weekendroundup

John Rosier
Feb 11, 20232 min read
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John Rosier
Feb 10, 20231 min read
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Gulf Keystone - exports resumed
Gulf Keystone Petroleum (GKP.L, Market Cap £417m, 196p, 4.4% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Feb 8, 20231 min read
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Funds' Portfolio Trade: BH Macro Limited - I have applied for new shares in the offer
#fundsportfoliotrade BH Macro Ltd (BHMG.L, FTSE Mid 250, Market Cap £1.4bn, £43.70p, 6.6 per cent of Funds’ Portfolio, (7.5 per cent...

John Rosier
Feb 7, 20231 min read
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Gulf Keystone update following Turkish earthquake
Gulf Keystone Petroleum (GKP.L, Market Cap £417m, 193p, 4.4% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Feb 7, 20232 min read
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Serica Energy - Operations update
Serica Energy (SQZ.L AIM All-Share, Market Cap £655m, 240p, 6.9% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

John Rosier
Feb 7, 20234 min read
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