GCM Resources
I paid 10.8p this morning for GCM. I have followed this stock for 25 years when it was originally Asia Energy managed by David Lenigas who had inveigled Cazenove to back him. GCM was then after a major coal mine at Phulbari but his the refusal of the locals, some 70,000, to move. Thus nothing happened. However, the next problem was Sheika Hasina of the Awami League who also stopped Phulbari from being developed - presumably until she had ripped off Bangladesh for billions. Ho
24 minutes ago1 min read
AM-W
Despite all the sanctimonious whingeing there is STILL no evidence of criminality on the part of AM-W. Written by Simon Cawkwell, February 2026
1 day ago1 min read
May your intuition carry you
Intuitive Investments (IIG) stands at 132p and, I am told, might go much higher - perhaps tenfold. Sir Nigel Rudd is chairman and he is no slouch at getting things done. The business is investments selected by the board. It is too early to say how their portfolio will emerge but I understand that it will include managing lotteries in China. The current capitalisation is of the order of £325m which, should the plans be turned into actuality, could be ludicrously low. Written b
2 days ago1 min read
Lord Mandelson
When I declared that Mandelson had no reason to go to face a grilling by Congressmen I did not know that he had been selling confidential cabinet papers to Epstein. From here it looks certain that he can be jailed for this conduct. As Kwasi Kwarteng observed this morning Mandelson must be insane. Written by Simon Cawkwell, February 2026
3 days ago1 min read
Lord Mandelson
I do not wish to be thought a perpetual defence entrant but as with AM-W Lord Mandelson is completely innocent. There is no evidence of improper conduct on his part. If Epstein elected to send him $75,000 why not? Bully for Mandelson. If he is prepared to stand around in his underpants why not? Written by Simon Cawkwell, February 2026
4 days ago1 min read
Andrew Mountbatten-Windsor
Overnight there has been a further torrent of suggestions of illegal behaviour on the part of AM-W. All this is prurient nonsense. There is no evidence offered whatsoever. Further, were I a lawyer advising him I would strongly recommend that he stay put in the UK. The mood in America is one of revenge. This is nothing to do with justice. I see that Starmer thinks AM-W should go to America. This is only because Starmer wants to curry favour with Americans. This is nothing to d
5 days ago1 min read
University fees should be tax deductible
It is clearly the case that many graduates from university are emerging with massive indebtedness to HMG. This is silly since it may deter young people from studying at university. There are many ways to present possible relief ideas and programmes (and I welcome any views which readers may care to express) but something must be done such that the idiots who took HMG into the current mess are overridden.
6 days ago1 min read
