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Serica Energy - Added to position
#jicportfoliotrade

John Rosier
Apr 28, 20221 min read
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Serica Energy - video of yesterday's presentation and BP offloads its 5.0% stake
Serica Energy (SQZ.L AIM All Share, Market Cap £1066m, 364p, 7.2% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...

John Rosier
Apr 28, 20221 min read
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Lloyds Banking Group - Solid Q1
Lloyds Banking Group (LLOY.L, FTSE 100, Market capitalisation, £33bn, 46p and 4.9% of JIC Portfolio, (Medium Risk/High Reward = Target...

John Rosier
Apr 27, 20222 min read
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Anglo Pacific - Tremendous Q1
Anglo Pacific (APF.L, Market Capitalisation: £389m, 182p, 6.9% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) ...

John Rosier
Apr 27, 20222 min read
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Added to NextEnergy Solar Fund in both portfolios
#jicportfoliotrade #fundsportfoliotrade

John Rosier
Apr 26, 20221 min read
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NextEnergy Solar Fund - Adds battery storage
Next Energy Solar Fund (NESF.L. FTSE Small Cap Index. Market capitalisation: £639m, 108.5p, 5.4% of JIC Portfolio and 5.5% of JIC Funds...

John Rosier
Apr 26, 20223 min read
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SigmaRoc - Strong start to 2022
SigmaRoc (SRC.L, AIM All-Share, Market Cap £482m, 75.5p, 4.6% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) SigmaRoc is a...

John Rosier
Apr 26, 20223 min read
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Lundin Energy - Remaining position sold
#jicportfoliotrade

John Rosier
Apr 25, 20221 min read
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CentralNic - Growth momentum continues in Q1
CentralNic (CNIC.L, AIM All Share, Market Cap £341m, 118p, Medium Risk/High Reward, 5.0% target, currently 5.1% of JIC Portfolio) A...

John Rosier
Apr 25, 20222 min read
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Weekend Roundup - Tough week as reality takes hold
#weekendroundup

John Rosier
Apr 23, 20222 min read
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Serica Energy - More thoughts - It's all about the cash!
Serica Energy (SQZ.L AIM All Share, Market Cap £1043m, 384.5p, 7.3% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...

John Rosier
Apr 22, 20222 min read
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Serica Energy - 2021 Results - cash gusher
Serica Energy (SQZ.L AIM All Share, Market Cap £1096m, 2404p, 7.7% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) ...

John Rosier
Apr 21, 20224 min read
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NextEnergy Solar Fund added to JIC Portfolio - If boring is good enough for Funds' Portfolio.....
#jicportfoliotrade

John Rosier
Apr 19, 20221 min read
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Lundin Energy reduced to 5.0%
#jicportfoliotrade

John Rosier
Apr 19, 20221 min read
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Weekend Roundup - Hanging on in there
#weekendroundup

John Rosier
Apr 16, 20222 min read
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Lundin Energy - Update (thoughts)
Lundin Energy (LUNE.SS, Market Cap £9743m, SEK 436, 7.2% of JIC Portfolio, Low Risk/High Reward = 7.5% target weight)...

John Rosier
Apr 13, 20222 min read
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Supreme - More on today's update
Supreme: (SUP.L: AIM. Market Cap £190m, 154p, 5.0% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) www.supreme.co.uk A leading...

John Rosier
Apr 12, 20221 min read
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Supreme - Year-end trading update
Supreme: (SUP.L: AIM. Market Cap £221m, 185p, 5.7% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) www.supreme.co.uk A leading...

John Rosier
Apr 12, 20223 min read
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Weekend Roundup - A positive week for the portfolios
#weekendroundup Returns of selected markets; over one week and since 1st January. This week sorted by the last week. Sorted by...

John Rosier
Apr 9, 20222 min read
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Lundin Energy - Position trimmed again!
#jicportfoliotrade

John Rosier
Apr 8, 20221 min read
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Big ex-dividend day and some chunky new broker price targets! (Serica to 600p!)
Ex-dividends amounting to around 0.5% of the JIC Portfolio value today: Somero Enterprises goes ex a special dividend of 19.7 USCents...

John Rosier
Apr 7, 20221 min read
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Blackrock Greater Europe sold
#fundsportfoliotrade

John Rosier
Apr 6, 20221 min read
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March Review - Commodities performing with Serica delivering the goods
March 2022 Background The war in Ukraine grinds on, with Russia finding the going far more challenging than it anticipated. The...

John Rosier
Apr 4, 20228 min read
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Weekend Roundup -
#weekendroundup

John Rosier
Apr 2, 20222 min read
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