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Ecora Resources - Kestrel update
Ecora Resources (previously Anglo Pacific) (ECOR.L, Market Capitalisation: £405m, 153p, 5.7% of JIC Portfolio, Medium Risk/High Reward...
John Rosier
Jan 17, 20232 min read
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Niox - 2022 update
NIOX Group (CIR, AIM All-Share, Market Cap £176m, 43.05p, 3.0% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...
John Rosier
Jan 17, 20233 min read
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Sylvania Platinum - target price breached and raised to 140p
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £297m, 111.4p, 7.2% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....
John Rosier
Jan 16, 20232 min read
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Weekend Roundup - Optimistic start to 2023
#weekendroundup
John Rosier
Jan 14, 20232 min read
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New Position added to JIC Portfolio
#jicportfoliotrade
John Rosier
Jan 13, 20236 min read
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JIC Portfolio Trade - Next Energy Solar Fund reduced to 2.5%
#jicportfoliotrade
John Rosier
Jan 13, 20231 min read
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Fundsmith – Terry Smith’s annual letter to shareholders
Fundsmith Equity Fund: (FUQUIT, 600p, 9.4% of JIC Funds’ Portfolio, 10.0% target weight) Terry’s entertaining and informative letter to...
John Rosier
Jan 12, 20235 min read
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Polar Capital - Assets Under management on 31st December
Polar Capital Holdings (POLR.L, Market Capitalisation: £504m, 500p, 4.9% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
John Rosier
Jan 12, 20233 min read
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New Position - Shoe Zone
#jicportfoliotrade
John Rosier
Jan 11, 202310 min read
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JIC 2023 Stock Competition Entries
#portfoliothoughts
John Rosier
Jan 9, 20231 min read
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New Position: Me Group International
#jicportfoliotrade
John Rosier
Jan 9, 20233 min read
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Serica Energy - Circular and presentation re-acquisition of Tailwind
Serica Energy (SQZ.L AIM All-Share, Market Cap £710m, 260, 7.6% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Jan 9, 20237 min read
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Optimistic start to 2023
#weekendroundup
John Rosier
Jan 7, 20232 min read
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John Rosier
Jan 6, 20231 min read
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December 2022 Review
Background 2022 was a challenging year for investors. It marked the end of the 40-year bull market in government bonds, the end of the...
John Rosier
Jan 4, 20238 min read
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2022 share competition final results
Despite a late run by Shoe Zone, the winning stock was Hurricane Energy. The person who entered it has just been refunded the annual...
John Rosier
Jan 3, 20231 min read
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Weekend Roundup at the end of a challenging year
#weekendroundup
John Rosier
Dec 31, 20222 min read
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CentralNic - Price Target increased, and it initiates a share buyback
CentralNic (CNIC.L, AIM All Share, Market Cap £433m, 150p, Medium Risk/High Reward, 5.0% target, currently 6.7% of JIC Portfolio)...
John Rosier
Dec 30, 20222 min read
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The JIC 2023 share competition is now open
JIC 2023 Share Competition Please note: Same rules as last year Prize: Annual membership of JIC Entries by midnight Sunday 8th January...
John Rosier
Dec 29, 20221 min read
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Weekend Roundup - Wishing everyone a Merry Christmas
#weekendroundup
John Rosier
Dec 24, 20223 min read
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2022 Share Competition - Drawing to a close
With only a few days to go until the end of the year, I thought I would update members on the progress of the stocks entered last...
John Rosier
Dec 22, 20221 min read
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IOG update - one step forward, half a step backward!
IOG (IOG.L AIM All-Share, Market Cap £85m, 15.9p, 1.9% of JIC Portfolio, (High Risk/Medium Reward). www.iog.co.uk Update: Conclusion:...
John Rosier
Dec 22, 20224 min read
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Serica Energy - further thoughts
Serica Energy (SQZ.L AIM All-Share, Market Cap £705m, 254.5, 7.6% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Dec 21, 20223 min read
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JIC Portfolio Trade - Serica Energy - positioned maintained at 7.5% after fall in share price
Serica Energy (SQZ.L AIM All-Share, Market Cap £705m, 255p, 7.6% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...
John Rosier
Dec 20, 20221 min read
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