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Sylvania Platinum - cash, cash, cash!
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £267m, 87p, 6.2% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

John Rosier
Sep 6, 20215 min read
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Weekend Roundup - Positive start to September
#weekendroundup

John Rosier
Sep 4, 20211 min read
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August Monthly Review - JIC Portfolio up (just), Funds' Portfolio at new high
Wingstop - A new position in the Smithson Investment Trust

John Rosier
Sep 3, 20217 min read
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Surface Transforms - More on this morning's news
Surface Transforms (SCE.L AIM All Share, Market Cap £128m, 70p, High Risk/High Reward, 2.5% target, currently 2.2% of JIC Portfolio)...

John Rosier
Sep 2, 20211 min read
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Surface Transforms - Increased to 2.2%
#jicportfoliotrade

John Rosier
Sep 2, 20211 min read
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Surface Transforms - New contract and other positive development
Surface Transforms (SCE.L AIM All Share, Market Cap £128m, 66p, High Risk/High Reward, 2.5% target, currently 1.8% of JIC Portfolio) An...

John Rosier
Sep 2, 20213 min read
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Serica Energy - Rhum 3 Production commences
Serica Energy (SQZ.L AIM All Share, Market Cap £440m, 164p, 5.3% of JIC Portfolio, (Medium Risk/High Reward, 5.0% target) Serica has...

John Rosier
Sep 2, 20212 min read
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Month-End - By the skin of my teeth!
#monthend

John Rosier
Sep 1, 20211 min read
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Weekend Roundup - A much better week
#weekendroundup

John Rosier
Aug 28, 20212 min read
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Anglo Pacific - H1 Results
Anglo Pacific (APF.L, Market Capitalisation: £277m, 129p, 4.8% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) Half year...

John Rosier
Aug 25, 20213 min read
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SigmaRoc - Robust half-year results
SigmaRoc (SRC.L, AIM All-Share, Market Cap 284m, 101p, 5.6% of JIC Portfolio, Medium Risk/High Reward, target 5.0%)

John Rosier
Aug 23, 20212 min read
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Sylvania Platinum - Thoughts and an enhancement to the Weekend Roundup
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £238m, 87p, 5.8% of JIC Portfolio, Medium Risk/High Reward = 5.0% target weight....

John Rosier
Aug 22, 20214 min read
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Weekend Roundup - Another testing week!
#weekendroundup

John Rosier
Aug 21, 20212 min read
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Blackrock World Mining Trust - H1 results and Q2 dividend increased by 37.5%
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1053m, 573p, 8.5% of JIC Portfolio and 11.5% of JIC Funds Portfolio...

John Rosier
Aug 20, 20214 min read
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Calnex Solutions - Update
Calnex Solutions (CLX.L AIM All-Share, Market Cap £100m, 114p, High Risk/High Reward, 2.1% of JIC Portfolio) AGM trading update...

John Rosier
Aug 19, 20212 min read
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Surface Transforms - Important contract from new mainstream US customer
Surface Transforms (SCE.L AIM All Share, Market Cap £121m, 62p, High Risk/High Reward, 2.5% target, currently 1.7% of JIC Portfolio)...

John Rosier
Aug 17, 20212 min read
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SigmaRoc - completion of Nordkalk acquisition
SigmaRoc (SRC.L, AIM All-Share, Market Cap 280m, 100p, 5.3% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Clearance for...

John Rosier
Aug 16, 20211 min read
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Venture Life Group - Thoughts
Venture Life Group: (VLG.L, AIM All Share: Market Cap £87m, 69p, Medium Risk/High Reward (5.0% target) currently 3.8% of JIC Portfolio)...

John Rosier
Aug 15, 20214 min read
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Weekend Roundup - It was going well until Friday 13th
#weekendroundup

John Rosier
Aug 14, 20212 min read
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Venture Life Group - Disappointing update
Venture Life Group: (VLG.L, AIM All Share: Market Cap £125m, 99p, Medium Risk/High Reward (5.0% target) currently 5.4% of JIC Portfolio)...

John Rosier
Aug 13, 20214 min read
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JIC Portfolio Trades - Added to Supreme, funded by selling Robotics & Automation ETF
#jicportfoliotrade Supreme: (SUP.L: AIM. Market Cap £239m, 210p, 5.0% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) Following...

John Rosier
Aug 11, 20211 min read
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Smithson - Half Year Report
Smithson Investment Trust (SSON.L FTSE 250 Index. Market Capitalisation: £3,051m, 1887p, 3.8% of JIC Funds Portfolio, (target 4.0%)...

John Rosier
Aug 10, 20212 min read
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Weekend Roundup - Going nowhere fast!
#weekendroundup

John Rosier
Aug 7, 20211 min read
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Venture Life Group - Acquisition of three oncology brands
Venture Life Group: (VLG.L, AIM All Share: Market Cap £111m, 89p, Medium Risk/High Reward (5.0% target) currently 5.0% of JIC Portfolio)...

John Rosier
Aug 6, 20213 min read
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