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Bioventix increased to 5.0% of the JIC Portfolio
#jicportfoliotrade

John Rosier
Sep 14, 20221 min read
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CentralNic makes small earnings enhancing acquisition
CentralNic (CNIC.L, AIM All Share, Market Cap £333m, 116p, Medium Risk/High Reward, 5.0% target, currently 5.1% of JIC Portfolio)...

John Rosier
Sep 14, 20222 min read
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Bioventix - Great trading update
Bioventix (BVXP.L, AIM market, Market Capitalisation; £170m, 3375p, Medium Risk/ Medium Reward, 3.2% of JIC Portfolio - Target 3.0% of...

John Rosier
Sep 14, 20222 min read
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NIOX Group (formerly Circassia) interim results
NIOX Group (CIR, AIM All-Share, Market Cap £134m, 34.75p, 2.6% of JIC Portfolio, Medium Risk/Medium Reward 2.5% target position)...

John Rosier
Sep 14, 20223 min read
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Serica Energy - Delay on North Eigg exploration well
Serica Energy (SQZ.L AIM All-Share, Market Cap £1007m, 389p, 10.2% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

John Rosier
Sep 14, 20222 min read
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NextEnergy Solar Fund - Battery storage partnership
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £700m, 118.5p, 8.2% of JIC Portfolio (7.5% target) and 10.2%...

John Rosier
Sep 12, 20223 min read
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Weekend Roundup
#weekendroundup

John Rosier
Sep 10, 20222 min read
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Sylvania Platinum - 10% dividend yield!
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £216m, 81p, 5.6% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

John Rosier
Sep 8, 20223 min read
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Kistos - Robust H1 helped by higher gas prices and an excellent acquisition
Kistos (LIST.L AIM All-Share, Market Cap £435m, 520p, 2.5% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target) www.kistosplc.com...

John Rosier
Sep 7, 20223 min read
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Somero Enterprises - Robust H1 results
Somero Enterprises (SRC.L, AIM All-Share, Market Cap £243m, 435p, 2.4% of JIC Portfolio, Medium Risk/Medium Reward, target; 2.5 per cent)...

John Rosier
Sep 7, 20223 min read
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August 2022 Review
Storm clouds!

John Rosier
Sep 5, 20228 min read
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JIC Weekend Roundup - Tough week
#weekendroundup

John Rosier
Sep 3, 20222 min read
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Funds' Portfolio - BH Macro added, and JP Morgan Emerging Markets sold
#fundsportfoliotrade

John Rosier
Sep 1, 20224 min read
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Gulf Keystone H1 results - Cash gusher - another 10p dividend
Gulf Keystone Petroleum (GKP.L, Market Cap £523m, 242p, 4.8% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Sep 1, 20224 min read
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SDI Group - Added to position
#jicportfoliotrade

John Rosier
Aug 31, 20221 min read
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IOG - Added to position, taking it back up to 2.5% target weight
#jicportfoliotrade

John Rosier
Aug 31, 20222 min read
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CentralNic - H1 results - continues to deliver
CentralNic (CNIC.L, AIM All Share, Market Cap £348m, 120p, Medium Risk/High Reward, 5.0% target, currently 5.4% of JIC Portfolio)...

John Rosier
Aug 30, 20223 min read
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Weekend Roundup - Resilient performance
#weekendroundup

John Rosier
Aug 27, 20223 min read
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IOG H1 Results - H2 production guidance downgraded but mitigated by high gas price
IOG (IOG.L AIM All-Share, Market Cap £180m, 35p, 2.5% of JIC Portfolio, (Medium Risk/Medium Reward, 2.5% target) www.iog.co.uk IOG is a...

John Rosier
Aug 25, 20222 min read
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Anglo Pacific - Stellar H1
Anglo Pacific (APF.L, Market Capitalisation: £404m, 156p, 5.8% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight). ...

John Rosier
Aug 25, 20223 min read
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JIC Portfolio - sales to raise cash for the purchase of Ecofin Global Utilities...
#jicportfoliotrades

John Rosier
Aug 22, 20223 min read
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Busy Monday morning - New holding added to both portfolios
#jicportfoliotrade #fundsportfoliotrade

John Rosier
Aug 22, 20223 min read
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NextEnergy Solar Fund - Making Hay...
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £700m, 118p, 8.0% of JIC Portfolio and 9.9% of JIC Funds...

John Rosier
Aug 22, 20225 min read
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Weekend Roundup - Time for caution?
#weekendroundup

John Rosier
Aug 20, 20222 min read
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