Anglo Asian Mining (AIM All-Share, Market capitalisation: ¬£156m, 149.5p and 5.6% of JIC Portfolio and 14.2% of JIC Top 10): Nice to see Anglo Asian Mining up 9.5% today. It was sparked by an announcement from the company: ‚ÄúAnglo Asian Mining PLC, the¬†AIM listed¬†gold, copper and silver producer focused in‚Ä¶ read more →
Anglo Pacific (APF.L, Market Capitalisation: ¬£327m, 194p, 4.0% of JIC Portfolio and 0.0% of JIC Top 10) Further to my earlier post, I have increased the position to 4.0%. I paid 194.5 per share for 3990 shares.
Anglo Pacific (APF.L, Market Capitalisation: ¬£327m, 180p, 2.4% of JIC Portfolio and 0.0% of JIC Top 10) Results for the six months ended 30th¬†June. Conclusion: A strong H1 as expected, especially given the H1¬†trading update of 24th¬†July. The new news is that it expects to pay a dividend of at‚Ä¶ read more →
I have just finished reading ‚ÄúExcellent Investing ‚Äď How to Build a Winning Portfolio‚ÄĚ by Mark Simpson. I thoroughly enjoyed it and think it is well worth reading whether one is an absolute beginner or more experienced. He says it is ‚Äúwritten for an investor who is looking to elevate‚Ä¶ read more →
India Capital Growth Fund (IGC.L, Aim All Share, Mkt cap. ¬£75m, 75p, 0.0% of the JIC Portfolio and 0.0% of JIC Top 10) Position sold realising a loss. I have made some good purchases this year. Stocks such as Anglo Asian Mining, Scientific Digital Imaging, Avast, Rockrose Energy and Games‚Ä¶ read more →
Avast increased to 4.0% of JIC Portfolio Following my earlier post, I have paid 343.36 per share to increase the position to 4.0% of the Portfolio. I paid 343.36 per share.
Avast (AVST.L, FTSE 250, Market Capitalisation: ¬£3202m, 327p, 3.0% of JIC Portfolio and 0.0% of JIC Top 10) Results for the six months ended 30th June 2019. Conclusion: Looks like a solid set of results with strong free cash flow. It is nice to see the CEO‚Äôs expectation that full-year‚Ä¶ read more →
Diversified Gas and Oil (DGOC.L, AIM, Market capitalisation:¬†¬£660m, 98p, 0.0% of JIC Portfolio and 0% of JIC Top 10) Position Sold: Another stock hits my stop loss and I‚Äôm out. The prospective dividend yield of 12.0% clearly demonstrates the market has some concerns. The company has been buying back shares‚Ä¶ read more →
Central Asia Metals (CAML, AIM 100, Market Cap 353m, 190p, 0.00% of JIC Portfolio and 0% of JIC Top 10) Position sold:¬†I rarely employ stop losses but I have in the case on Central Asia Metals. I am concerned at the way it is performing. It is an economic and¬†market-sensitive¬†stock‚Ä¶ read more →
Diversified Gas and Oil (DGOC.L, AIM, Market capitalisation:¬†¬£708m, 106p, 2.8% of JIC Portfolio and 0% of JIC Top 10) Results for the six months ended30thJune We already had a comprehensive trading update on 24th July and there is no point in me repeating all the figures here. Please see my‚Ä¶ read more →