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JIC Portfolio Trades - Added to Central Asia Metals, sold JP Morgan Emerging Markets
#jicportfoliotrade

John Rosier
Jul 8, 20211 min read
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Funds' Portfolio - Some changes following its first anniversary
#fundsportfoliocomment

John Rosier
Jul 8, 20212 min read
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Central Asia Metals - H1 update okay
Central Asia Metals (CAML, AIM UK 50, Market Cap £427m, 242p, 4.5% of JIC Portfolio, Medium Risk/High Reward 5.0% target position) H1...

John Rosier
Jul 8, 20212 min read
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Surface Transforms - confident trading update
Surface Transforms (SCE.L AIM All Share, Market Cap £115m, 59p, High Risk/High Reward, 2.5% target, currently 1.6% of JIC Portfolio)...

John Rosier
Jul 8, 20212 min read
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K3Capital adds to its portfolio
K3 Capital: (K3C.L, AIM All Share: Market Cap £233m, 337p, 6.1% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Conclusion: The...

John Rosier
Jul 7, 20212 min read
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JIC Funds' Portfolio - 1st anniversary
#fundsportfoliocomment

John Rosier
Jul 6, 20213 min read
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June Review - Both portfolios gain in value
June 2021 Background At its monthly meeting, the Federal Reserve subtly changed its message about the future path of interest rates. It...

John Rosier
Jul 5, 20216 min read
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JIC Weekend Roundup
#weekendroundup

John Rosier
Jul 3, 20211 min read
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John Rosier
Jul 1, 20211 min read
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Supreme adds to its sports nutrition range
Supreme: (SUP.L: AIM. Market Cap £226m, 194p, 2.5% of JIC Portfolio, High Risk/High Reward, 2.5% target) Small acquisition. Conclusion:...

John Rosier
Jul 1, 20212 min read
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Weekend Roundup - a good week for equities and commodities
#weekendroundup

John Rosier
Jun 26, 20211 min read
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Another quiet news morning - just, Serica Energy goes ex-dividend 3.5p
Diary entry from Britain's highest inn, the Tanhill Inn. Nine days of the Pennine Way done, (135 miles), eight days to go (140 miles)....

John Rosier
Jun 24, 20211 min read
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Venture Life Group - new credit facility
Venture Life Group: (VLG.L, AIM All Share: Market Cap £122m, 97p, Low Risk/High Reward (7.5% target) currently 7.1% of JIC Portfolio)...

John Rosier
Jun 21, 20213 min read
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John Rosier
Jun 19, 20212 min read
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Quiet Thursday - Just Renew Holdings Ex-dividend 4.83p
Renew Holdings goes ex-divdiend its 4.83p interim dividend. It wil be paid on 15th July.

John Rosier
Jun 17, 20211 min read
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SigmaRoc - Another piece in the jigsaw
SigmaRoc (SRC.L, AIM All-Share, Market Cap 260m, 93p, 3.9% of JIC Portfolio, Medium Risk/Medium Reward, target 2.5%) It has announced a...

John Rosier
Jun 15, 20212 min read
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K3 Capital - Third great trading update in a row
K3 Capital: (K3C.L, AIM All Share: Market Cap £252m, 366p, 6.5% of JIC Portfolio, Medium Risk/High Reward, target 5.0%) Trading update...

John Rosier
Jun 15, 20213 min read
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Lundin Energy - Great news on production
Lundin Energy (LUNE.SS, Market Cap £7392m, SEK 303, 5.8% of JIC Portfolio) Lundin has announced an increase in its production guidance...

John Rosier
Jun 14, 20212 min read
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Weekend Roundup from Scafell - Further progress
#weekendroundup

John Rosier
Jun 12, 20211 min read
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Supreme - logical and sensible acquisition in Ireland
Supreme: (SUP.L: AIM. Market Cap £233m, 200p, 2.5% of JIC Portfolio, High Risk/High Reward, 2.5% target) Conclusion: This looks a very...

John Rosier
Jun 11, 20212 min read
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Serica Energy - Succesful flow test at Rhum field
Serica Energy (SQZ.L AIM All Share, Market Cap £316m, 118p, 2.1% of JIC Portfolio, Medium Risk/High Reward, 5.0% target) Conclusion: It...

John Rosier
Jun 10, 20212 min read
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Biotech Growth Trust - Biogen's Alzheimer's Drug
Biotech Growth Trust (BIOG.L, FTSE Small-Cap Index, Market Cap £574m, 1378p, Low Risk/High Reward. 5.8% of JIC Portfolio (target 7.5%)...

John Rosier
Jun 8, 20211 min read
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Venture Life Group - Acquisition
Venture Life Group: (VLG.L, AIM All Share: Market Cap £112m, 89p, Low Risk/High Reward (7.5% target) currently 6.4% of JIC Portfolio) It...

John Rosier
Jun 7, 20214 min read
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Weekend Roundup - oil strong and Italy at a 13 year high
#weekendroundup

John Rosier
Jun 5, 20211 min read
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