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Highlights from the MoneyWeek Wealth Summit on Friday
I attended the MoneyWeek Wealth Summit "Roaring '20s or sickly '70s?" on Friday. I thoroughly enjoyed the session with some excellent...

John Rosier
Nov 28, 20226 min read
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Weekend Roundup and price targets
#weekendroundup

John Rosier
Nov 26, 20224 min read
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IOG - Saturn Banks production restarts
IOG (IOG.L AIM All-Share, Market Cap £61m, 11.75p, 1.4% of JIC Portfolio, (High Risk/Medium Reward). www.iog.co.uk Saturn Banks...

John Rosier
Nov 25, 20222 min read
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CentralNic nine-month results - Continued robust growth
CentralNic (CNIC.L, AIM All Share, Market Cap £367m, 127p, Medium Risk/High Reward, 5.0% target, currently 6.0% of JIC Portfolio)...

John Rosier
Nov 22, 20224 min read
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NextEnergy Solar Fund - Interim results including a nice jump in NAV
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £655m, 112.75, 5.1% of JIC Portfolio (5.0% target) and 5.3%...

John Rosier
Nov 21, 20225 min read
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Polar Capital Holdings - Half-Year Results
Polar Capital Holdings (POLR.L, Market Capitalisation: £476, 472p, 4.5% of JIC Portfolio, Medium Risk/High Reward = 5.0% target...

John Rosier
Nov 21, 20224 min read
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John Rosier
Nov 19, 20223 min read
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ShareScope special offer
Thoughts on yesterday's budget will be in the weekend roundup tomorrow

John Rosier
Nov 18, 20222 min read
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Today's dividends and BlackRock World Mining update
NextEnergy Solar Fund goes ex-dividend 1.88p per share today, payable on 30th December. Yesterday, BlackRock World Mining announced that...

John Rosier
Nov 17, 20221 min read
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Windfall taxes
Tomorrow, we hear the government’s decision regarding increasing the windfall tax on UK oil & gas producers. As is the custom nowadays,...

John Rosier
Nov 16, 20223 min read
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Schroder UK Mid-Cap Fund sold
#Fundsportfoliotrade

John Rosier
Nov 16, 20221 min read
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John Rosier
Nov 12, 20223 min read
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IOG - Reassuring update
IOG (IOG.L AIM All-Share, Market Cap £61m, 11.75p, 1.4% of JIC Portfolio, (High Risk/Medium Reward). www.iog.co.uk Operational update:...

John Rosier
Nov 11, 20223 min read
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Adjustments to Funds' Portfolio - Increasing exposure to commodities
#fundsportfoliotrade

John Rosier
Nov 10, 20221 min read
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Glencore up to 5.0%, Harbour Energy up to 4.0% - funded by reducing Ecofin Global Utilities to 5.0%
#jicportfoliotrade

John Rosier
Nov 9, 20221 min read
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Weekend Roundup - Further central bank tightening
#weekendroundup

John Rosier
Nov 6, 20222 min read
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October 2022 - Review
Battersea Power Station October 2022 Background In the face of increasingly grim news, financial markets rallied during October. The...

John Rosier
Nov 4, 20229 min read
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Lucara Diamond Corp - Steady as she goes
Lucara Diamonds Corp (LUC, Listed: Toronto and Sweden, Market Capitalisation; £160m, 35p (Can$ 0.54), Medium Risk/ High Reward, 2.4% of...

John Rosier
Nov 3, 20224 min read
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Harbour Energy - Trading update - Guidance revised upwards
Conclusion: A good update. Guidance raised for revenue and free cash flow. A further $100m is to be returned to shareholders through...

John Rosier
Nov 3, 20223 min read
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Move to targets in mining and oil & gas funded by reducing NextEnergy Solar Fund to 5.0%
#jicportfoliotrade

John Rosier
Nov 2, 20221 min read
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NextEnergy Solar Fund adds more battery storage
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £638m, 108p, 8.1% of JIC Portfolio (7.5% target) and 9.4% of...

John Rosier
Oct 31, 20223 min read
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Sylvania Platinum update - Excellent Q1- continues to gush gash
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £234m, 87.5p, 6.3% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

John Rosier
Oct 31, 20224 min read
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Windfall taxes and all that!
Serica is at its lowest price since 7th July, dropping 11.6 per cent on Friday. Over the week, the share price was down 5.7 per cent,...

John Rosier
Oct 30, 20223 min read
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Another week, another prime minister
#weekendroundup

John Rosier
Oct 29, 20222 min read
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