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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.

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.

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.

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.

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

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

I like a glass or two of Manzanilla – call it Fino sherry – at around midday. The problem is that for some reason about ten fruit flies arrive at the mere suggestion of the smell of Manzanilla. I then have to fish them out of my glass one by one. And still they come. They must be breeding somewhere if not in front of my eyes – they assemble too far apart to engage in sexual intercourse. I must suppose fruit flies are just very modest when engaging in public appearances. But I