Reform UK needs reforming
As it happens I am a member of Reform UK and have paid the annual sub of £25. But I do wonder whether this position is strictly wise A few months ago Nigel Farage declared that e would save £234.9bn in HMG expenditure but he did not say how or where or when and knocking off £100m to make the promise look scientifically respectable is just tosh. And tonight Nigel Farage wants and will introduce favourable taxation of overtime earnings. This should be great for the earnest pru
19 hours ago1 min read
IES: Patent protections
I await the IR guy to contact me on patent protection. Today's surge would be nothing by comparison to what might happen if the order book continues to build as I hope it might. I paid 35p this morning.
3 days ago1 min read
Yvette Cooper's shameful commentary
Ms Cooper has described the Israeli Security Minister as Far Right. And there we all were thinking that this chap's job was to attend to the security of Israel. If he were to fail he gets the bullet. If not, he carries on. How can he be Far Right. Indeed what is a far right anybody? Written by Simon Cawkwell, May 2026
4 days ago1 min read
Foreign owned palm oil plantations in Indonesia
All of these plantation shares are down about 15% today given that the Indonesian government are to take a closer interest in prices paid for palm oil exports. Funnily enough we have been through all this a few years back and therefore I reckon that the sector is a buy. Written by Simon Cawkwell, May 2026
4 days ago1 min read
Ultimate Products (ULTP)
ULTP has been declining for a long term but recent results do not reflect the fact that this company is changing its nature and that it is probably into an expansionary phase and therefore on PE of 4 in 2027. TNAV is only £10m as against a capitalisation of £40m. But I reckon that the market will rate according to earnings rather than putative break up value. I bought 100,000 at 47p this morning. Written by Simon Cawkwell, May 2026
5 days ago1 min read
Joanna Lumley and Co
Jan Hetherington has written a series Conversations From A Long Marriage which is based on Joanna Lumley and Roger Allum. It is superbly presented (Radio4 2.15 p.m. Mondays). My wife has for many years been of the view that I am not safe with the thought of Joanna Lumley around and she might be just a little bit right. Indeed some years ago I wrote to the Honours secretariat suggesting she be uplifted to the Marchioness of Larfs. And I copied this to Joanna. There's adoration
6 days ago1 min read
Sporting results
Rather to my surprise Bulgaria did not win the Scottish premiership despite the non-intervention of VAR. Written by Simon Cawkwell, May 2026
May 171 min read
