New Star stars
Yesterday NSI published its net asset value ats184p. At 130p it is a terrific buy for the seriously patient.
16 hours ago1 min read
Iran investment in practice
However readers elect to approach this opportunity, highlighted a couple of days ago, I must stress that they should be careful about sending cash to a broker and/or investment fund without being clear as to what paperwork will be generated and when. There is no point in hoping that the FCA will assist. It will not and never could have.
17 hours ago1 min read
Mandelson is in the clear
Overnight it emerges that Mandelson has apologised - apparently Jeffrey Epstein's victims deserve an apology. Although how this is owed I cannot begin to imagine. Further, no evidence has so far been produced to disqualify Mandelson from being British ambassador in Washington. A society that fakes matters such that Mandelson is compelled to seek a quieter life by apologising is degrading and mad.
2 days ago1 min read
If you fancy investing in Iran
Many would aver that this is not the time to invest in Iran. I would merely remind these chaps and chapesses that the Rothschilds always took the view that the best time to invest is when there is gunfire in the streets - and that is the position in Iran right now. I asked my chum (who was chairman of the fund whose name I now disclose) where ETS readers should enquire: he said info@turquoisepartners.com . Good luck - investors here might do quite well.
3 days ago1 min read
Careers advice
As submitted to The Times: Dear Sir, My father, George Cawkwell, who was admissions tutor for University College Oxford and, later, Vice-Master at the time of his retirement in 1988, sent me to Trinity Hall Cambridge in 1964 to be interviewed to be an undergraduate. I rather blew it by asking the admissions tutor how far Newmarket racecourse was from Cambridge. A couple of days later Trinity Hall wrote to my father and advised that "your son is not suited to further educati
6 days ago1 min read
Orosur (OMI)'s remarkable drilling results in Colombia
The grades reported this morning together with the length of the drill samples are surely immensely encouraging. This means OMI is going up today. As to where it stops before further good news I decline to guess. Written by Simon Cawkwell, January 2026
7 days ago1 min read
Colombian politics
My initial reaction to the notion that Colombia would face a Trump invasion to the disadvantage of Orosur (OMI) shareholders is mistaken. For, given that OMI's Anza prospect is nothing whatsoever to do with drugs business I think it will be a beneficiary if Trump intervenes. Written by Simon Cawkwell, January 2026
Jan 61 min read
