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Bloomsbury Publishing - Robust year-end trading update
Bloomsbury Publishing (BMY.L, FTSE 250, Mkt cap. £472m, 580p and 4.4% of the JIC Portfolio, 5.0 per cent target.  www.bloomsbury.com  ...
John Rosier
Mar 202 min read
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Serica Energy. Triton restart delayed.
This is another disappointing update from Serica regarding the Triton field. Having hoped it would restart production this month, it now...
John Rosier
Mar 191 min read
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Weekend Roundup
#weekendroundup
John Rosier
Mar 152 min read
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Tempted to buy the US after its "correction"? New trade in the Funds' Portfolio
#fundsportfoliotrade
John Rosier
Mar 142 min read
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NGEX - Another set of excellent drilling results
NGEx Minerals (TSX: NGEX, Market Cap C$2.7bn (£1.5bn) C$ 13.03 (699p) currently 4.8% of JIC Portfolio). (In the portfolio view in my...
John Rosier
Mar 1315 min read
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IG Group - Robust Q3 trading
IG Group (IGG.L, FTSE Mid-250, Market Cap £3.2bn, 925p, currently 6.2% of JIC Portfolio)  IG Group Holdings plc is a United...
John Rosier
Mar 134 min read
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JIC Portfolio Trades - Go East theme!
#jicportfoliotrade
John Rosier
Mar 111 min read
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JIC Portfolio Trades - Two US positions sold
I fear that the current sell-off in the US is not of the buy-the-dip variety. Given valuations, the introduction of tariffs and the US...
John Rosier
Mar 101 min read
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Weekend Roundup - Light at the end of the tunnel?
#weekendroundup
John Rosier
Mar 82 min read
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Serica Energy - Good news - Possible merger of Serica and Enquest with a return of capital to Serica shareholders
Serica Energy (SQZ.L AIM All-Share, Market Cap £548m, 125p, 4.5% of JIC Portfolio. (5.0% target) www.serica-energy.com  North Sea oil &...
John Rosier
Mar 71 min read
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February Review
Struggling with jetlag! Sunrise over Wandsworth Common.
John Rosier
Mar 68 min read
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New position in both Portfolios - Go East!
KraneShares CSI China Internet ETF, (KWEB.L,   2085p,  3.0% of JIC Portfolio, 4.0% of Funds’ Portfolio)   KWEB tracks the CSI Overseas...
John Rosier
Mar 61 min read
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Funds' Portfolio Trade - China exposure increased to 10%
Fidelity China Special Situations (FCSS. Market Cap£1.314bn. 265p. 10.0% of Funds’ Portfolio) I added this trustbto the Funds' Portfrolio...
John Rosier
Mar 51 min read
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Two further sales in the Funds' Portfolio - cash up to 13.2%
#fundsportfoliotrade
John Rosier
Mar 41 min read
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Position sold in both Portfolios
#jicportfoliotrade #fundsportfoliotrade
John Rosier
Mar 41 min read
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JIC Portfolio Trade - Position sold
#jicportfoliotrade
John Rosier
Mar 41 min read
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Funds' Portfoilio trade - Added to existing position
Ashoka India Equity Trust: (AIE.L. Market capitalisation: £430m, 256p, 8.0% of JIC Portfolio. 8.0% target weight)  ...
John Rosier
Mar 31 min read
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2025 Competition - Update two months in
The following table is ranked by the best performer so far. Well done, RR. The pattern looks like a pretty normal distribution to me. It...
John Rosier
Mar 31 min read
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Weekend Roundup - From Brunei Airport Transfer Lounge
#weekendroundup
John Rosier
Mar 12 min read
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Funds' Portfolio Trade - It shouldn't be a surprise!
#fundsportfoliotrade
John Rosier
Feb 271 min read
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Two pieces of good news this morning!
Two pieces of good news today.  Serica Energy (SQZ.L AIM All-Share, Market Cap £548m, 125p, 4.5% of JIC Portfolio. (5.0% target) ...
John Rosier
Feb 273 min read
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Funds' Portfolio - Thoughts on geographic allocation
Good morning from Melbourne! Home soon. The first table shows my allocation last November: This is the situation now: These are all my...
John Rosier
Feb 262 min read
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XPS Pensions Group - Acquisition
XPS Pensions (XPS.L; FTSE 250. Market capitalisation: £806m, 389p, 2.3% of JIC Portfolio. 2.0% target weight)    XPS Pensions Group...
John Rosier
Feb 244 min read
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Me Group - Results for the year ended 31 October
Wineglass Bay, Tasmania
John Rosier
Feb 244 min read
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