Search


Bioventix - Target price reviewed
Bioventix (BVXP.L, AIM market, Market Capitalisation; £202m, 3875p, Medium Risk/ Medium Reward, 6.1% of JIC Portfolio - Target 5.0% of...

John Rosier
Dec 20, 20222 min read
Â
Â
Â


Ecofin Global Utilities & Infrastructure results - Doing what it says on the tin!
Ecofin Global Utilities and Infrastructure Trust (EGL.L, FTSE Small-Cap Index, Market Cap £230m, 205p, Medium Risk/High Reward. 5.0 per...

John Rosier
Dec 20, 20223 min read
Â
Â
Â


Serica does its deal!
Serica Energy (SQZ.L AIM All-Share, Market Cap £758m, 278p, 7.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

John Rosier
Dec 20, 20228 min read
Â
Â
Â


CentralNic - Small acquisition
CentralNic (CNIC.L, AIM All Share, Market Cap £378m, 136p, Medium Risk/High Reward, 5.0% target, currently 6.3% of JIC Portfolio)...

John Rosier
Dec 19, 20222 min read
Â
Â
Â


Gulf Keystone - Update
Gulf Keystone Petroleum (GKP.L, Market Cap £435m, 201p, 4.7% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Dec 19, 20224 min read
Â
Â
Â


Weekend Roundup - Scrooge in control
#weekendroundup

John Rosier
Dec 17, 20222 min read
Â
Â
Â



John Rosier
Dec 16, 20222 min read
Â
Â
Â


K3 Capital - Position sold
#jicportfoliotrade

John Rosier
Dec 16, 20221 min read
Â
Â
Â


K3 Capital - takeover agreed
K3 Capital: (K3C.L, AIM All Share: Market Cap £232m, 317.5p, 7.4% of JIC Portfolio, Low Risk/High Reward, target 7.5%) ...

John Rosier
Dec 16, 20229 min read
Â
Â
Â


Quiet day - Dividends and 2023 predictions from Steen Jakobsen of Saxo on Merryn Talks Money
Quiet news day for the JIC Portfolios. BlackRock Energy & Resources Income Trust went ex-dividend its quarterly of 1.1p. That adds £96.76...

John Rosier
Dec 15, 20221 min read
Â
Â
Â
Stopped/not receiving email notifications from JIC?
I noticed that around thirty members were "cleaned" from the MailChimp email list used to send out notifications of new diary entries. It seemed to impact btinternet addresses. BT must have considered that one of my recent emails was spam.

John Rosier
Dec 13, 20221 min read
Â
Â
Â


Funds' Portfolio Trade - Global X Copper Miners ETF bought
#fundsportfoliotrade

John Rosier
Dec 13, 20221 min read
Â
Â
Â


JIC Portfolio Trades - K3 Capital goes up to 7.3%, funded by Biotech Growth Trust going down to 2.5%
#jicportfoliotrade

John Rosier
Dec 12, 20221 min read
Â
Â
Â


CentralNic - All change at the top, reassuring trading update and end to the acquisition spree
CentralNic (CNIC.L, AIM All Share, Market Cap £378m, 131p, Medium Risk/High Reward, 5.0% target, currently 6.0% of JIC Portfolio)...

John Rosier
Dec 12, 20224 min read
Â
Â
Â


K3 Capital - Reassuring trading update
K3 Capital: (K3C.L, AIM All Share: Market Cap £232m, 315p, 6.3% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) ...

John Rosier
Dec 12, 20223 min read
Â
Â
Â


Weekend Roundup
#weekendroundup

John Rosier
Dec 10, 20222 min read
Â
Â
Â


Bid for K3 Capital - Hooray!
K3 Capital: (K3C.L, AIM All Share: Market Cap £240m, 330p, 6.6% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) ...

John Rosier
Dec 8, 20222 min read
Â
Â
Â


Interview with Neil Shah of Edison Research - we talk markets, stocks and other things
I recently chatted with Neil Shah of Edison Research. We talked about JIC, markets, stocks and other things. Edison said, "In a new...

John Rosier
Dec 8, 20221 min read
Â
Â
Â


SDI Group - H1 results - Good H1 especially given the headwinds
SDI Group (SDI.L AIM All Share, Market Cap £178m, 170p, 4.2% of JIC Portfolio, (Medium Risk/Medium Reward, target position 5.0%) ...

John Rosier
Dec 7, 20225 min read
Â
Â
Â


November 2022 Review
November 2022 Background The "pivot" point for markets, if not the Federal Reserve, came on the 10th of November with the publication of...

John Rosier
Dec 6, 20227 min read
Â
Â
Â


Serica Energy - North Eigg is disappointing but everything else is good
Serica Energy (SQZ.L AIM All-Share, Market Cap £865m, 317p, 8.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

John Rosier
Dec 5, 20225 min read
Â
Â
Â


Weekend Roundup - Powell sparks a rally
#weekendroundup

John Rosier
Dec 3, 20223 min read
Â
Â
Â


Lucara Diamond Corp - 2023 guidance
Lucara Diamonds Corp (LUC, Listed: Toronto and Sweden, Market Capitalisation; £138m, 31.5p (Can$ 0.53), Medium Risk/ High Reward, 2.4% of...

John Rosier
Nov 29, 20222 min read
Â
Â
Â


Renew Holdings - Margins continue to expand and it moves to a net cash position
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £517m, 655p, 2.4% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...

John Rosier
Nov 29, 202221 min read
Â
Â
Â


