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Renew Holdings - Delivers the goods, including a 17% dividend increase
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £544m, 690p, 2.5% of JIC Portfolio. Medium Risk/Medium Reward = 2.5% target...

John Rosier
May 17, 20223 min read
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John Rosier
May 14, 20222 min read
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Mello is back - from 24th-26th May, 50% off ticket price with discount code MMJR50
For the first time since 2019, Mello is back at Chiswick. The 24th of May is Investment Trust and Funds day, and the 25th and 26th are...

John Rosier
May 13, 20221 min read
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Added to Smithson and Fundsmith in Funds' Portfolio
#fundsportfoliotrade

John Rosier
May 12, 20221 min read
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Added to Lloyds Bank, Biotech Growth and SDI in JIC Portfolio and Biotech Growth in Funds' Portfolio
#jicportfoliotrade #fundsportfoliotrade

John Rosier
May 12, 20222 min read
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Thumbnail thoughts on each holding - Part II - Holdings 6-10
CentralNic (CNIC.L, AIM All Share, Market Cap £360m, 123p, Medium Risk/High Reward, 5.0% target, currently 6.1% of JIC Portfolio)...

John Rosier
May 12, 20225 min read
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Renew Holdings - Position halved to 2.5%
#jicportfoliotrade Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £544m, 682p, 5.0% of JIC Portfolio. Medium Risk/Medium...

John Rosier
May 12, 20222 min read
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Circassia - Strong start to 2022 - Results expected to be materially ahead of its expectations
Circassia Group (CIR, AIM All-Share, Market Cap £139m, 33.25p, 4.1% of JIC Portfolio, Medium Risk/High Reward 5.0% target position)...

John Rosier
May 12, 20223 min read
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Thumbnail thoughts on each holding - Part I - Holdings 1-5
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1240m, 670p, 9.6% of JIC Portfolio (target 7.5%) and 13.4% of JIC...

John Rosier
May 11, 20224 min read
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NextEnergy Solar Fund - Quarterly update - big uplift to NAV
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £670m, 113.8p, 8.3% of JIC Portfolio and 8.1% of JIC Funds...

John Rosier
May 11, 20224 min read
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Thoughts!
#portfoliothoughts

John Rosier
May 10, 20223 min read
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Supreme - Reassuring update on McColl's
Supreme: (SUP.L: AIM. Market Cap £157m, 135p, 4.5% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) www.supreme.co.uk A leading...

John Rosier
May 10, 20222 min read
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Sylvania Platinum - Commences share buyback
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £243m, 89p, 6.1% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

John Rosier
May 9, 20222 min read
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K3 Capital - Timely and positive update from K3 Capital
K3 Capital: (K3C.L, AIM All Share: Market Cap £158m, 215p, 4.3% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) ...

John Rosier
May 9, 20222 min read
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Weekend Roundup - Tough start to May
#weekendroundup

John Rosier
May 7, 20222 min read
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April Review - Bond and Equity markets under pressure
April 2022 Background April saw more of the same. The war in Ukraine continues with Russia giving up on its initial aim of taking Kyiv...

John Rosier
May 6, 20228 min read
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SDI Group - Super update with further upgrades
SDI Group (SDI.L AIM All Share, Market Cap £154m, 151p, 1.7% of JIC Portfolio, (Medium Risk/Medium Reward, target position 2.5%) ...

John Rosier
May 6, 20222 min read
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SigmaRoc reduced to 2.5% - Reducing risk in the portfolio
#jicportfoliotrade

John Rosier
May 5, 20221 min read
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Blackrock World Mining trimmed in both portfolios
#jicportfoliotrade #fundsportfoliotrade

John Rosier
May 5, 20221 min read
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Gulf Keystone Petroleum - Increased position to target 5.0%
#jicportfoliotrade

John Rosier
May 5, 20221 min read
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New position in JIC Portfolio - Gulf Keystone Petroleum
#jicportfoliotrade

John Rosier
May 4, 20224 min read
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Premier Miton UK Smaller Companies sold completely
#fundsportfoliotrade

John Rosier
May 3, 20221 min read
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Another fractious week for markets
#weekendroundup

John Rosier
Apr 30, 20222 min read
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Sylvania Platinum Q3 in line but CEO confident of strong Q4
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £246m, 90p, 6.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

John Rosier
Apr 29, 20223 min read
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