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Weekend Roundup - Markets start April with a spring in their step
Returns of selected markets The markets started April with a spring in their step, contributing to a good week overall. The VIX...

John Rosier
Apr 3, 20211 min read
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A frustrating month - JIC Portfolio up 1.0%, Funds' Portfolio down 0.3%
The portfolio pages and performance have been updated for 31st March JIC Portfolio was up 1.0% v +4.0% for the FTSE All-Share (TR) Index...

John Rosier
Apr 1, 20211 min read
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VanEck Vectors Video Gaming & eSports ETF - Introduction
Introduction: I will write a review in due course, but this ETF has been in the JIC Funds’ portfolio since inception in June 2020. Since...

John Rosier
Mar 31, 20211 min read
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BlackRock Throgmorton Trust - Introduction
Introduction: I will write a review in due course, but this trust has been in the JIC Funds’ Portfolio since inception in June 2020....

John Rosier
Mar 31, 20211 min read
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BlackRock Greater Europe Investment Trust - Introduction
Introduction: I will write a review in due course, but this trust has been in the JIC Funds’ portfolio since inception in June 2020....

John Rosier
Mar 31, 20211 min read
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Chelverton UK Equity Growth Fund: Introduction
I added this fund to the JIC Funds’ Portfolio at inception in June 2020. I will write a full review in due course but below is some...

John Rosier
Mar 31, 20212 min read
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Syncona - Nice uplift to NAV
Syncona Ltd (SYNC.L Market Cap. 1721m, FTSE 250 Index, 259p and 2.5% of JIC Portfolio) Achilles, in which Syncona has a 27.0 per cent...

John Rosier
Mar 31, 20211 min read
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Central Asia Metals - 2020 Results - Dividend increase smashes expectations
Central Asia Metals (CAML, AIM UK 50, Market Cap £436m, 247p, 4.8% of JIC Portfolio) Results for the year ended 31st December 2020...

John Rosier
Mar 30, 20213 min read
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Bioventix - It seems I was too cautious!
Results can be found HERE The shares are up 3.2% at 8:45. It looks like my view that the shares would be sold off first thing was too...

John Rosier
Mar 29, 20211 min read
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Bioventix H1 Results - A little disappointing but quality shines through
Bioventix (BVXP.L, AIM market, Market Capitalisation; £217m, 4175p, Low Risk/ Medium Reward, 4.4% of JIC Portfolio) Results for the six...

John Rosier
Mar 29, 20213 min read
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JIC Weekend Roundup - Busy week ahead
Returns of selected markets; over one week and since 1st January. (Sorted by one week column) The 10 Year US Treasury yield drifted back...

John Rosier
Mar 27, 20212 min read
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SigmaRoc - expands Belgian operations
SigmaRoc (SRC.L, AIM All-Share, Market Cap £203m, 75.25p, 3.1% of JIC Portfolio) Conclusion: On the face of it this looks sensible....

John Rosier
Mar 26, 20212 min read
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Syncona - further investment in Gyroscope Therapeutics
Syncona Ltd (SYNC.L Market Cap. 1718m, FTSE 250 Index, 260p and 2.5% of JIC Portfolio) Syncona has invested a further £30.8m in Gyroscope...

John Rosier
Mar 26, 20213 min read
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Renew Holdings - update and acquisition
Renew Holdings (RNWH.L; Aim UK 50. Market capitalisation: £419m, 556p, 4.8% of JIC Portfolio) Acquisition and trading update: Conclusion:...

John Rosier
Mar 26, 20213 min read
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Baillie Gifford Shin Nippon - added to the position in JIC Funds' Portfolio
#fundsportfoliotrade

John Rosier
Mar 25, 20211 min read
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Baillie Gifford Shin Nippon - added to the position in JIC Portfolio
#jicportfoliotrade

John Rosier
Mar 25, 20211 min read
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Venture Life Group - 2020 results. Relief!
Venture Life Group: (VLG.L, AIM All-Share: Market Cap £103m, 81p, 6.2% of JIC Portfolio) Results for the year ended 31st December 2020...

John Rosier
Mar 25, 20213 min read
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VanEck Investments Semiconductors ETF - new holding
18th February 2021 VanEck Investments Semiconductor UCITS ETF (SMGB, 1702.8p, 0.8% of JIC Funds Portfolio) I’ve recently read a lot...
Jerry Fryars
Mar 23, 20213 min read
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Surface Transforms - blog history to 24th March
16th February 2021 Result of open offer Surface Transforms (SCE.L AIM All-Share, Market Cap £140m, 71p, High Risk/High Reward, 2.5%...
Jerry Fryars
Mar 19, 20219 min read
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Syncona - blog history to 24th March
4th March 2021 Syncona reduced to 2.5% The big problem is how to fund the purchase. It requires tough decisions especially when one is...
Jerry Fryars
Mar 19, 202124 min read
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SigmaRoc - blog history to 24th March
4th February 2021 Trading update SigmaRoc (SRC.L, AIM All-Share, Market Cap £180m, 64.5p, 3.1% of JIC Portfolio) Year-end trading update...
Jerry Fryars
Mar 19, 202124 min read
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Sylvania Platinum - blog history to 24th March
26th February 2021 Simon Thompson in the Investors’ Chronicle Yesterday, Sylvania Platinum had a nice 7.8% move up, leaving it at a...
Jerry Fryars
Mar 19, 202126 min read
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Serica Energy - blog history to 24th March
17th March 2021 Spud of Columbus development well Serica Energy (SQZ.L AIM All-Share, Market Cap £308m, 120p, 2.2% of JIC Portfolio)...
Jerry Fryars
Mar 19, 202150 min read
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VanEck Investments Semi-Conductors ETF - blog history to 24th March
2nd March 2021 Further rebalancing from Growth to Value but no change to the holding in the Semi-conductor ETF. The trades in the JIC...
Jerry Fryars
Mar 19, 20215 min read
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