The Birthday Paradox
Last night I heard a BBC World Service programme "Unsuspected Elements" hosted by Marnie Chesterton, a friend of myself and my wife and whose father was a contemporary of mine at school and arguably the politest man in England. Marnie introduced listeners to The Birthday Paradox where a chap invites people to his birthday party. The wording of the invitation is quite detailed. It says: "Please come to my birthday party to be held on 16th February in my drawing-room at 6.00 p.
12 hours ago1 min read
Palantir warns
Palantir is under pressure from professional shorters in the USA. If they win it will not be the case that the others engaged in A1 escape. The question is: is this now? I do not know. Although funnily enough I think London stocks will continue upwards even if Nasdaq 100 comes off 20%. This is because there are so many stocks in London that are basically cheap where provided HMG stops blundering for a few days animal spirits will take over.
1 day ago1 min read
Thruvision (THRU) is clearing ahead
THRU has today announced the success of its "Security as a service" option. this indicates to me that THRU is making a profit which will remove any question of its requiring refinancing in mid 2027. The current price of 1p is barmy.
3 days ago1 min read
GCM: It looks as if today's general election in Bangladesh will go GCM's Phulbari way
GCM has a few bob in the bank and of course this terrific potential coal mine at Phulbari. Every day that goes by the disastrous consequence of successive governments deeply ignores Phulbari's advantages. I trust this nonsense is coming to an end. If so GCM is a steal at 10p.
3 days ago1 min read
GCM: Why are these placings confined to the efforts of a particular broker?
GCM have just raised £1.25m at 8.5p. Unfortunately it is not possible for me to get my broker to take part in a placing arranged by another broker. This is extremely tiresome.
4 days ago1 min read
Sajid Javid's: The Colour of Home
This is SJ's autobiography and discloses himself as a really mentally tough individual with a brain as well. It is featured on BBC Radio 4 each 11.45 a.m. for fifteen minutes and repeated at half past midnight. This is well worth a listen. Written by Simon Cawkwell, February 2026
4 days ago1 min read
Orosur (OMI) has perhaps $1bn worth of gold
I doubt if it is too early to climb into OMI since today's RNS on the ore body is really startling. Further, I doubt if OMI will need to raise more cash given that OMI can scratch the surface and thereby develop the mine out of proceeds of ore thus accumulated. It is indeed astonishing. Written by Simon Cawkwell, February 2026
5 days ago1 min read
