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Weekend Markets and Portfolio Update
The JIC Portfolio was up 0.6% last week, while the FTSE All-Share was down 0.7%. YTD, JIC Portfolio up +3.8%, All-Share +8.8% Funds'...

John Rosier
Jun 211 min read
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NGEX drill results
On my way to Ascot so this will brief. NGEX has published its latest drill results. They look good and extend the area for which they...

John Rosier
Jun 191 min read
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XPS Pensions Group - Results for the year ended March 2025
XPS Pensions (XPS.L; FTSE 250. Market capitalisation: £779m, 376p, 2.1% of JIC Portfolio. Pensions Group PLC is a UK employee benefits...

John Rosier
Jun 197 min read
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Me International - Interesting news release
ME International (MEGP.L FTSE 250 Index, Market Cap £846m, 227p, 5.2 per cent of JIC Portfolio) www.me-group.com  Interesting news...

John Rosier
Jun 182 min read
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Weekend Markets and Portfolio Update - Back from The Via Degli Dei
Portfolios up - gold and oil exposure to the rescue when geopolitical tension heightened. JIC Portfolio was up 0.1% last week, FTSE...

John Rosier
Jun 141 min read
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PayPoint results - from Florence
PayPoint: (PAY.L; FTSE Small Cap, Market capitalisation: £533m, 760p, 3.3% of JIC Portfolio)  www.paypoint.com   We enable payments...

John Rosier
Jun 124 min read
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Weekend Markets and Portfolio Update from The Via degli Dei
Good week for both Portfolios. JIC Portfolio up 1.4% last week, FTSE All-Share +0.8%. YTD, JIC Portfolio up +3.0%, All-Share +9.4% Funds'...

John Rosier
Jun 71 min read
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Fireweed Metals - Details of this seasons fieldwork and drilling
Fireweed Metals (TSX: FWZ, Market Cap C$ 420m (£227m), C$ 2.28 (123p), currently 2.5% of JIC Portfolio). (In the portfolio view of my...

John Rosier
Jun 46 min read
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May 2025 Review
Background:  Another topsy-turvy month in the Trump world. Tariffs reduced, tariffs delayed, new tariffs introduced—a new term gained...

John Rosier
Jun 38 min read
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Me International - H1 Trading update
ME International (MEGP.L FTSE 250 Index, Market Cap £808m, 215p, 5.0 per cent of JIC Portfolio) www.me-group.com  H1 Trading update HERE...

John Rosier
Jun 23 min read
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Portfolio and Market Returns. Portfolio pages updated as of last night's close
JIC Portfolio up 1.0% last week, FTSE All-Share +0.9%.

John Rosier
May 311 min read
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JIC Portfolio Trade: Position Sold
Zegona Communications (ZEG, Mkt. cap. £4.8bn, 638p, 0% of JIC Poprtfolio)  The share price is down 12% today due to a report on...

John Rosier
May 271 min read
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Market and Portfolio Returns and Portfolio pages have been updated
JIC Portfolio up 1.3% last week, FTSE All-Share +0.2%.

John Rosier
May 241 min read
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JIC Portfolio Trades - Increasing cash through multiple sales
I have decided to raise a little cash in the JIC Portfolio. Â We are not far off the usually volatile summer months and there must be a...

John Rosier
May 221 min read
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Bloomsbury Publishing - Results meet expectations
Bloomsbury Publishing (BMY.L, FTSE 250, Mkt cap. £530m, 651p and 5.2% of the JIC Portfolio.  www.bloomsbury.com  Final results for year...

John Rosier
May 223 min read
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Serica Energy - AGM Update - Steady as she goes
Serica Energy (SQZ.L AIM All-Share, Market Cap £550m, 140p, (4.7% of JIC Portfolio) www.serica-energy.com  North Sea oil and gas...

John Rosier
May 225 min read
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JIC Portfolio Trade - Added to position
NGEx Minerals (TSX: NGEX, Market Cap C$2.53bn (£1.4 bn) C$ 12.20 (654p) currently 5.0% of JIC Portfolio). (In the portfolio view in my...

John Rosier
May 211 min read
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NGEX - Major new discovery at Lunahuasi
NGEx Minerals (TSX: NGEX, Market Cap C$2.53bn (£1.4 bn) C$ 12.20 (654p) currently 4.2% of JIC Portfolio). (In the portfolio view in my...

John Rosier
May 213 min read
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Weekly Market and Portfolio Returns and Portfolio pages have been updated
JIC Portfolio up 0.1% last week, FTSE All-Share +1.8%.

John Rosier
May 181 min read
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Time for change
I have been thinking about the most efficient use of the time I dedicate to investment and my diary. I have decided to stop updating my...

John Rosier
May 171 min read
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Pollen Street - Q1 update
Pollen Street Group (POLN.L; FTSE250 Index. Market capitalisation: £487m, 802p, 5.7% of JIC Portfolio)  Pollen Street Group Limited is...

John Rosier
May 151 min read
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Premier Foods - Results for year end March 2025
Premier Foods (PFD.L, FTSE 250, Market Cap £1.7bn, 179p, 5.4% of JIC Portfolio)  www.premierfoods.co.uk  Final results: Full release...

John Rosier
May 151 min read
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Gamma Communications: AGM trading update
Gamma Communications (GAMA.L, FTSE 250, Market Cap £1.24bn, 1304p, 4.3% of JIC Portfolio). www.gamma.co.uk  Gamma Communications plc is...

John Rosier
May 142 min read
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NIOX - AGM trading update
NIOX Group (NIOX, AIM All-Share, Market Cap £280m, 68p, 3.4% of JIC Portfolio) www.investors.niox.com  Niox Group Plc is a United...

John Rosier
May 142 min read
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