top of page

Muslims in Trafalgar Square

It is apparently the case that to mark the end of Ramadan about four hundred Muslims assembled in Trafalgar Square and knelt over facing the National Gallery whilst presenting their bottoms to the camera. It is said that Sadiq Khan declared that this would be OK. This amazes me and I reckon that some sort of apology should be offered by the persons in charge of this obtrusive display.

Am I bonkers?: The Man In The Moon

About thirty years ago I was advised that stocks tended to rise in price on the run to the full moon and would decline once the peak had past. Does anybody think this is a sane theory? Written by Simon Cawkwell, March 2026

The Travellers' and Justin Welby

I see in today's Daily Mail that some members of The Travellers are seeking to exclude Justin Welby from renewing his membership. The fact is that his handling the Smythe case saved the Anglican church a vast sum by way of lawyers' bills. Society should be very grateful to Welby. Written by Simon Cawkwell, March 2026

The Jukebox Man

TJM is owned by Harry Redknapp, a chap who likes to have a bet. I suspect TJM merits a bet in the 4.00 p.m. Cheltenham and therefore advise readers to have a go at 4/1. Written by Simon Cawkwell, March 2026

Crispin Odey and the FCA

It is a fact of human life that the majority of men enjoy handling a woman's breasts. However, such activity has to be with the free consent of the lady in question. Failing this a crime has been committed and the law can take its course. But what this has to do with working as a fund manager I cannot begin to imagine. Anyway, this coming week sees the commencement of a prolonged court action between Crispin Odey and the FCA. I hope that Crispin wipes the floor with the FCA.

Student debt

We are now all or virtually all aware that Blair's plan to educate the youth by getting later generations to pay has fallen apart. As it was bound to. What interests me is that nobody seems to have the answers. Surely some bright spark can emerge to allow his appalling mess to be contained and then tidied up. Let's be having you. Written by Simon Cawkwell, March 2026

The Titian mission

Before WW2 an American collector of Italian masterpieces decided to cut out Bernard Berenson and go to Rome. Here he found a dealer who agreed to sell him a Titian. However, the dealer also pointed out that Italian export controls would cause trouble and that it would be best to have a painting of Mussolini applied over the Titian. This was fine since the dealer mentioned a firm of picture restorers in New York who would remove the Mussolini. Which procedure the collector sou

Lutyens's wit

I nicked this from the DTel readers letters page partly because I think it is funny and partly because the DTel letters page is usually appallingly boring: Sir, Sir Edwin Lutyens was indeed witty. As the architect of the Catholic cathedral in Liverpool he became friendly with the diocese's archbishop. At a clerical dinner various priests gave toasts. Lutyens got up and declaimed: "Here's to the happiest years of our lives/Spent in the arms of other men's wives." The nervous c

BP Silver (TSXV:BPAG)

For those who enjoy salivating I now pass on a Regulatory News announcement which emerged last night in Canada: https://ceo.ca/@newsfile/bp-silver-intersects-bonanza-grade-silver-at-the-cosuo BPAG finished up 0.38 Can dollar at $1.20. Written by Simon Cawkwell, February 2026

Logistics Development Group (LDG)

LDG have today announced TNAV of 26.7p which confirms that LDG's share price of 16p offer is a screaming buy for patient long term investors. Written by Simon Cawkwell, February 2026

Jersey Oil and Gas (JOG)

I originally paid around 250p for JOG around ten years ago. The target was £10. In the event the price has slid down remorselessly. Indeed it touched 48p around nine months ago mainly as a result of the hopelessly silly Ed Miliband. Yesterday afternoon the price came up from 99p to 129p and a further 10p this morning. There has been no announcement. I hesitate to declare that at long last shareholders get a fair deal or that Miliband has sobered up. But I would not sell here.

The State Of The Union speech

For those readers who do not listen to the BBC World Service at 3.00 a.m. you may be interested to learn that I, now 79, have never heard so boastful and self-congratulatory effort as that offered by Trump last night. I feel sorry for America to have to endure this fellow. No good will come of it. Written by Simon Cawkwell, February 2026

Kemi Badenoch

When Kemi speaks in public she invariably impresses. She must be lifting the Conservatives' prospects. Written by Simon Cawkwell, February 2026

The Trumped tariff barriers

I suppose that those who have had to pay these ridiculous barriers can now reclaim sums paid. It is another lawyerfest on the way. The barriers arose through a grossly overvalued USD and a staggering level of US Federal government debt. Incidentally have you noticed that Trump's figure of $10bn to rebuild Gaza is equal to the amount which his lawyers have cooked up for him as a recoverable from the BBC. Strange that.

Chariot: the opportunity opens up

Chariot (CHAR) have just announced a successful placing at 1.4p to raise $20m. The directors came in for $2.7m. This is bullish and wise punters will scoop up loose stock.

The AM-W Schemozzle

I suppose the intellectual lightweights who dominate mere news dissemination rather than analysis will persist in claiming that the Schemozzle is a crisis. But I doubt it. For it is a pity where the fact that proceedings are in hand means that the monarchy will emerge stronger than it has been for many years. I have started reading Andrew Lownie's book Entitled. Andrew and Fergie are basically just silly people.

REA (RE.)

Today's subdued RNS has knocked RE.'s share price by 19p. This is a mistake and has been caused by the Robinows' caution. Buy RE. at 115p.

Checkit (CKT) in

Today's RNS is positive. Cash flow has gone positive and CKT is rated far below its American peers. This is therefore a screaming buy at 20p.

Contact us

© 2025 Simon Cawkwell        Privacy policy     Terms

bottom of page