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Syncona - Gyroscope IPO postponed
Syncona Ltd (SYNC.L Market Cap. 1578m, FTSE 250 Index, 237p and 2.2% of JIC Portfolio) Update on the imminent IPO of Gyroscope...

John Rosier
May 7, 20211 min read


JIC April Review - Onwards and upwards - Happy with this year's progress
Background A good month for financial markets with increasing optimism about the strength of the economic recovery: the success of...

John Rosier
May 6, 20215 min read


Anglo Pacific - Q1 update reflects the past - Q2 should look quite different
Anglo Pacific (APF.L, Market Capitalisation: £315m, 147.5p, 5.3% of JIC Portfolio) Q1 2021 update Conclusion: Q1 doesn’t look very good...

John Rosier
May 6, 20213 min read


Syncona - Uplift to NAV from Gyroscope IPO
Syncona Ltd (SYNC.L Market Cap. 1578m, FTSE 250 Index, 237.5p and 2.2% of JIC Portfolio)

John Rosier
May 4, 20211 min read


JIC Weekend Roundup - Good month and thoughts on De La Rue
Returns of selected markets; over one week and since 1st January. (Sorted by YTD column) The table above shows the tremendous gains by...

John Rosier
May 1, 20212 min read


Sylvania Platinum Q3 - Another cash gusher!
Sylvania Platinum: (SLP.L, AIM All Share, Market Cap £327m, 124p, (My View: Medium Risk/High Reward) 7.0% of JIC Portfolio)

John Rosier
Apr 30, 20213 min read


BlackRock World Mining - Quarterly dividend increased by 12.5%
BlackRock World Mining Trust: (BRWM.L, FTSE 250 Index, Market Cap £1125m, 628p, 9.0% of JIC Portfolio and 14.0% of JIC Funds Portfolio Q1...

John Rosier
Apr 30, 20211 min read


Lundin Energy Q1 - Cash Gusher!
Lundin Energy (LUNE.SS, Market Cap £6681m, SEK 273, 5.5% of JIC Portfolio) Q1 Results Conclusion: These are excellent results. Production...

John Rosier
Apr 29, 20214 min read


Copper hits nine-year high - JIC Portfolio commodity exposure
With copper closing at a nine year high yesterday, I thought it timely to review the JIC Portfolio’s exposure to commodities.

John Rosier
Apr 27, 20214 min read


Weekend Roundup - Equities quiet, metals robust and bitcoin tumbles
Returns of selected markets; over one week and since 1st January. (Sorted by one week column) Equities paused for breath,...

John Rosier
Apr 24, 20211 min read


Funds' Portfolio - Top holdings and Risk
#fundsportfoliocomment

John Rosier
Apr 23, 20214 min read


JICUK Password reset link problems
I know some members are having problems when they request a password reset link. It seems that if you are using Safari, it might not...

John Rosier
Apr 19, 20211 min read


Compound Interest - Why it is so important
Compound Interest - Einstein’s Eighth Wonder of the World - “He who understands it earns it; he who doesn’t, pays it”. I have added a new...

John Rosier
Apr 19, 20212 min read


Weekend Roundup - Still onwards and still upwards
Returns of selected markets; over one week and since 1st January. (Sorted by one week column) Markets are in full recovery mode with...

John Rosier
Apr 17, 20211 min read


Syncona - Why I won't abandon ship today!
Syncona Ltd (SYNC.L Market Cap. 1605m, FTSE 250 Index, 234p and 2.3% of JIC Portfolio) I reduced my position to 2.5% on 4th march at...

John Rosier
Apr 15, 20211 min read


Serica Energy - Difficult 2020 but better times ahead
Serica Energy (SQZ.L AIM All-Share, Market Cap £324m, 120p, 2.2% of JIC Portfolio) Results for the year-ended 31st December 2020; Full...

John Rosier
Apr 15, 20213 min read


K3 Capital - "Significantly ahead" update and Anglo Pacific results
K3 Capital: (K3C.L, AIM All-Share: Market Cap £215m, 312p, 5.9% of JIC Portfolio) Trading update: Conclusion: “Significantly ahead”...

John Rosier
Apr 14, 20214 min read


SigmaRoc results - De La Rue update - CAML Q1's
SigmaRoc (SRC.L, AIM All-Share, Market Cap £231m, 83p, 3.8 of JIC Portfolio) Results for the year ended 31st December 2020. Conclusion: I...

John Rosier
Apr 13, 20215 min read


Surface Transforms - 2020 Results
Results for the year ended 31st December 2020 Surface Transforms (SCE.L AIM All-Share, Market Cap £142m, 73p, High Risk/High Reward, 2.5%...

John Rosier
Apr 12, 20213 min read


Weekend Roundup - Onwards and upwards
Returns of selected markets; over one week and since 1st January. (Sorted by year-to-date column) April has got off to a flying start...

John Rosier
Apr 10, 20212 min read


Premier Miton UK Smaller Companies Fund - soft closed - beware of charges!
Premier Miton UK Smaller Companies Fund B Accumulation (CGSMLA, 10.3% of the JIC Funds’ Portfolio)

John Rosier
Apr 9, 20211 min read


JIC March Review - Buoyant equity Markets
I can't complain about March's performance. It completed a remarkable year in which the portfolio more than doubled from its March 2020 low

John Rosier
Apr 7, 20217 min read


SigmaRoc - expands Continental European business
SigmaRoc acquires Belgian concrete assets. SigmaRoc (SRC.L, AIM All-Share, Market Cap £210m, 75.0p, 3.4 of JIC Portfolio) Conclusion: ...

John Rosier
Apr 7, 20212 min read


JIC Funds'Portfolio - High-level look-through
#fundsportfoliocomment

John Rosier
Apr 6, 20211 min read


