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Circassia - Small uplift to value of company, and two big ex-divs today: SQZ, 9.0p and GKP, 11.56c
Circassia Group (CIR, AIM All-Share, Market Cap £138m, 33p, 4.1% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...

John Rosier
Jun 30, 20221 min read
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Next Energy Solar Fund - Results
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £642m, 110p, 8.0% of JIC Portfolio and 8.0% of JIC Funds...

John Rosier
Jun 27, 20221 min read
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John Rosier
Jun 25, 20222 min read
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Gulf Keystone - H1 update
Gulf Keystone Petroleum (GKP.L, Market Cap £586m, 270p, 5.7% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
Jun 24, 20223 min read
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Anglo Pacific - Potentially meaningful uplift to revenue
Anglo Pacific (APF.L, Market Capitalisation: £304m, 150p, 6.0% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) ...

John Rosier
Jun 21, 20222 min read
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K3 Capital - Year end update nicely ahead of forecasts
K3 Capital: (K3C.L, AIM All-Share: Market Cap £173m, 235p, 4.9% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) ...

John Rosier
Jun 21, 20224 min read
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Weekend Roundup following a grisly week for markets
#weekendroundup

John Rosier
Jun 18, 20222 min read
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New position in JIC Portfolio - Lucara Diamond
#jicportfoliotrade

John Rosier
Jun 16, 20225 min read
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Supreme acquisition increases exposure to vaping - earnings enhancing
Supreme: (SUP.L: AIM. Market Cap £154m, 130p, 4.3% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) www.supreme.co.uk A leading...

John Rosier
Jun 13, 20222 min read
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Somero Enterprises update - Reassuring but...
Somero Enterprises (SRC.L, AIM All-Share, Market Cap £213m, 380p, 3.7% of JIC Portfolio, Medium Risk/High Reward, target; under review)...

John Rosier
Jun 13, 20222 min read
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Weekend Roundup from Morecambe
#weekendroundup

John Rosier
Jun 11, 20222 min read
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May 2022 Review
May 2022 Background The war in Ukraine entered its fourth month, with the impact on commodity prices becoming more serious. Food and...

John Rosier
Jun 7, 20228 min read
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Serica Energy - Reassuring update
Serica Energy (SQZ.L AIM All-Share, Market Cap £735m, 273p, 7.5% of JIC Portfolio, (Low Risk/High Reward, 7.5% target) ...

John Rosier
Jun 6, 20224 min read
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Big Shift Monday! Non-oil commodity exposure reduced.
#jicportfoliotrade #fundsportfoliotrade

John Rosier
May 30, 20222 min read
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A better week for Funds' Portfolio, not so for JIC Portfolio
#weekendroundup

John Rosier
May 28, 20222 min read
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Serica Energy - Added again at 260.8p
#jicportfoliotrade

John Rosier
May 27, 20221 min read
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John Rosier
May 26, 20222 min read
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Gulf Keystone - Another special dividend
Gulf Keystone Petroleum (GKP.L, Market Cap £584m, 270p, 5.3% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target)...

John Rosier
May 25, 20222 min read
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Serica Energy increased to 7.5%
#jicportfoliotrade

John Rosier
May 24, 20221 min read
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CentralNic - Robust Q1 Results
CentralNic (CNIC.L, AIM All-Share, Market Cap £378m, 131p, Medium Risk/High Reward, 5.0% target, currently 5.9% of JIC Portfolio)...

John Rosier
May 23, 20222 min read
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JIC Weekend Roundup - A better week!
#weekendroundup

John Rosier
May 21, 20222 min read
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Funds' Portfolio Trade: New position - Argonaut Absolute Return Fund
#fundsportfoliotrade

John Rosier
May 20, 20222 min read
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Thumbnail thoughts on each hollding - Part IV. Stocks 16-20
Somero Enterprises (SRC.L, AIM All-Share, Market Cap £219m, 385p, 3.9% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)...

John Rosier
May 19, 20227 min read
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Thumbnail thoughts on each holding Part III. Stocks 11-15
#portfoliothoughts

John Rosier
May 17, 20226 min read
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