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Setting off early for the long final leg to Inverness. I will update with greater detail on Friday. Paypoint looks to have got off to a...

Loch Lochie Results out today can be read here https://www.investegate.co.uk/announcement/rns/serica-energy--sqz/results-for-the-six-mont...

Caledonian canal The JIC Portfolio was down 0.6% last week, while the FTSE All-Share was down 0.7%. YTD, JIC Portfolio is up +6.3%,...

Rushed this out today - I'm on the sleeper to Fort William tonight to hike the Great Glen Way to Inverness.   Background:   Thus far,...

I liked the product so much, I bought the company

The JIC Portfolio was up 0.9% last week, while the FTSE All-Share was up 1.4%. YTD, JIC Portfolio is up +6.8%, All-Share +13.3% Funds'...

These are my new Nuance hearing aid glasses from EssilorLuxottica, on their charging tray. For the last eighteen months or so, I have...

IG Group (IGG.L, FTSE Mid-250, Market Cap £3.7bn, 1059p, currently 4.5% of JIC Portfolio)   IG Group Holdings plc is a United...

NGEx Minerals (TSX: NGEX, Market Cap C$3.75bn (£2.0 bn) C$ 18.15  (984p) currently 6.9% of JIC Portfolio). (In the portfolio view in my...

ME International (MEGP.L FTSE 250 Index, Market Cap £820m, 217p, 5.0 per cent of JIC Portfolio) www.me-group.com   Interim Results  ...

Just back from a wedding in Malaga The JIC Portfolio was up 0.6% last week, while the FTSE All-Share was up 0.7%. YTD, JIC Portfolio is...

Premier Foods (PFD.L, FTSE 250, Market Cap £1.7bn, 194p, 4.8% of JIC Portfolio)   www.premierfoods.co.uk   Q1 trading update for three...

Bloomsbury Publishing (BMY.L, FTSE 250, Mkt cap. £396m, 487p and 4.6% of the JIC Portfolio.   www.bloomsbury.com   AGM Trading update  ...

Stockholm archipelago

I was on an early flight out of Heathrow to Stockholm this morning. The NIOX half year update looked fine with revenue up 20% and...

Plus 500 (PLUS.L, FTSE 250. Market capitalisation: £2,343m, 3274p, 2.9% of JIC Portfolio)   www.plus500.com   Plus500 Ltd is an online...

The JIC Portfolio was up 0.3% last week, while the FTSE All-Share was up 0.2%. YTD, JIC Portfolio is up +3.6%, All-Share +9.7% Funds'...

Background:   Another eventful month to cap off an exhilarating first half of 2025. The US market has staged a sensational recovery from...

NGEx Minerals (TSX: NGEX, Market Cap C$3.3bn (£1.77 bn) C$ 15.90  (848p) currently 6.1% of JIC Portfolio). (In the portfolio view in my...

4imprint (FOUR.L, FTSE 250, Market Cap £1.1bn, 3685p, 3.0 per cent of JIC Portfolio)   4imprint Group plc is a United Kingdom-based...

Serica Energy (SQZ.L AIM All-Share, Market Cap £620m, 158p, (4.2% of JIC Portfolio)  www.serica-energy.com   North Sea oil and gas...

Polar Capital Holdings (POLR.L, Market Capitalisation: £455m, 480p, 3.3 % of JIC Portfolio) www.polarcapital.co.uk Polar Capital is a...

The JIC Portfolio was down 0.2% last week, while the FTSE All-Share was up 0.7%. YTD, JIC Portfolio up +3.4%, All-Share +9.6% Funds'...

I have added to three existing positions, taking each of them up to 5.0%. They have all exhibited strong growth in free cash flow, and in...