Aug 271 min read
Thruvision (THRU)
I see no reason to sell despite the new highs being achieved. Now 1.575p in the middle.
I see no reason to sell despite the new highs being achieved. Now 1.575p in the middle.
But unfortunately I had a fall last Sunday and was subsequently unable to stand up. But the NHS have come up with some terrific wheezes and therefore I should be OK.
Those who go fly-tipping know perfectly well that what they are doing is deeply antisocial and unlawful and that the cost of clearing up the mess falls on the owner of the land. The bills often run to tens of thousands of pounds. I cannot see the justice in this: can you? Written by Simon Cawkwell, August 2026
Today's RNS is surely bullish – this £3m order is the taste of things to come. I do not know what the revised target price should be but perhaps north of 2p is reasonable. Written by Simon Cawkwell, August 2026
Malcolm Graham-Wood has opined on JOG yesterday: "JOG has huge potential and in recent months the shares have rallied in line with more optimistic political expectations, with optimism the shares will be highly rewarding." I have tried to get hold of JOG to learn of latest published valuations of prospects but have so far not enjoyed the courtesy of a reply. I shall persist. Written by Simon Cawkwell, August 2026
has been the 20th century. But it need not necessarily have so turned out. A junior official in the American embassy in Moscow was struck by how Stalin had addressed an assembly at the Bolshoi and pointed out that capitalism would fail whilst communism would triumph. Eventually, he was shown to be wrong. However, it struck the junior official in the US embassy that this was not certain and he wrote back to various State Department officials expressing his reservations. There
A few weeks ago it did not look happy at VAST. But seemingly the stock returns to a London quote on 19th August and happiness reigns. Written by Simon Cawkwell, August 2026
Chesterton was a large man, standing 6 feet 4 inches (1.93 m) tall and weighing around 20 stone 6 pounds (130 kg; 286 lb). His girth gave rise to an anecdote during the First World War, when a lady in London asked why he was not "out at the Front"; he replied, "If you go round to the side, you will see that I am."[30] On another occasion he remarked to Shaw, "To look at you, anyone would think a famine had struck England." Shaw retorted, "To look at you, anyone would think
by talking to Infantimo who fancies himself in the thinking department. However, the law itself seems plain in that the board of FIFA have a duty to look after the game as seen by the fans and not to yield to some fanciful theft plan. Trump decided to assist his son-in-law's brother by pointing out the chance of getting away with this form of theft. He would claim that he was merely dangling a carrot in front of the soft-headed Infantimo. No wonder Americans are increasingly
Sheikha Hasina stopped GCM opening its Phulbari coal mine so that the coal had to come from India. This allowed Hasina to take a backhander. In the end she had to send in her troops to murder about 1,500 students who wanted a job in Bangladesh. Hasina was then rumbled and sentenced to death – by which time she had disappeared to India. But this suggests to me that coal will eventually come from Phulbari. And the question then arises: what is GCM worth? It is too early to say
is the subject of a David Dimbleby series on Radio 4 each Tuesday at 9.00 a.m. (and presumably at other times when repeated). Today's effort kicked off with Bretton Woods, the 1944 conference attended by 700 delegates in New Hampshire. It is well worth listening to. Quite why Dimbleby calls the programme the American century is not explained given that Amercia may have been economically dominant but it has continued in exactly that role in the current century. I suspect that
There are three parrots on a perch in a petshop. A man comes in and asks how much the first one is. '£100,' says the shopkeeper. 'What does it do?' 'It quotes Shakespeare,' says the shopkeeper. 'How much is the next one?' asks the man. '£200.' 'Why so much?' the man asks. 'It can squawk Bach, Beethoven and the whole classical repertoire,' says the shopkeeper. 'What about the last one?' '£500.' 'Bloody Hell. What can it do?' asks the man. 'No idea,' says the shopkeeper, 'but t
One of the reasons I wrote so many history books, says Niall Ferguson in The Free Press, was to ensure people “learned the lessons of history” – like the vital lesson that anti-Semitic language can easily explode into genocidal violence. So it’s with profound dread that, today, I see this ancient hatred normalised and trivialised. Influential American conservatives like Tucker Carlson calmly tolerate revisionist “anti-historians” like Darryl Cooper, who deny the Holocaust and
Even in the “widely depressed UK market”, audio equipment company Focusrite (TUNE) has a “strong argument to be the most undervalued stock we have seen anywhere”, according to analysts at Investec, the company’s broker. The broker has been pushing this message for a while. In September 2025, as if on repeat, it described Focusrite as “the single most undervalued stock we can see across the market”. But Investec may nevertheless have a point. Based on most valuation metrics,
continues. This is hardly surprising given that these small, some bordering on tiny, companies are drenched with costs which do not produce any profits. I am not sure what the answer is but, clearly, these costs are a mistaken emphasis. Written by Simon Cawkwell, July 2026
Until yesterday Miliband was completely destroying North Sea oil and gas exploration and extraction. Mad but merely our cost. He has now been propelled into foreign affairs where his exceedingly poor judgement can take us into serious trouble. God help us. Written by Simon Cawkwell, July 2026
The UK’s largest outsourcing groups have historically shrugged off high-profile public sector failures as fresh government contracts kept flowing. Capita’s (CPI) mishandling of the Civil Service Pension Scheme (CSPS), however, is starting to look like more than just another bump in the road. Just a couple of months after taking over the pension scheme in December, Capita called in the government, which provided hundreds of additional staff to tackle a growing backlog of aroun
I do not know where the lunatic groundswell developed to see utilities, for instance, renationalised. There is no chance of success. A few months ago a Dimbleby declared in a BBC Radio4 series that privatisation had failed whereas in fact the relevant legislation had never been correctly drafted in the first place. (As it happens I wrote to the Dimbleby explaining this: there was no reply. I decided that he is thick.) Written by Simon Cawkwell, July 2026
The foolish Chancellor on the run to Thatcher's common sense taking over in 1979 was Denis Healey. He was a clever man and had been beachmaster at Anzio. But he had to play the socialist bloody fool with, believe it or not, a top rate of income tax of 98%. In or about 1985 I met Sir Leo Pliatsky at a party. He had retired having been permanent secretary at HM Treasury. I enquired as to whether Healey had believed all this socialist drivel. Undoubtedly came the reply. Burnham
It is often a mistake to count one's chickens. But it seems that Burnham has finally overriden the zealot Miliband. As a result it is Tally Ho and all go. Surely, the price does not stop at 130p (its resting place at yesterday's close).