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SG Miniature news
Evil and Chaos
 Post subject: SG Miniature news
PostPosted: Sun Feb 24, 2008 9:10 pm 
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P.P.P.S.  I believe that Alessio Cavatore was equally to blame for the latest Chaos Marine Codex, although aparently Jervis has said there is a larger plan for Chaos in 40k that involves not only the forthcoming Daemon book, but the original Traitor and god-specific legions.  He agrees not sharing this plan has not helped acceptance of the latest Codex.


It was obvious at the time that other Chaos Codexii would be forthcoming.

It was in fact GW's own self-imposed advertising restrictions (Don't talk about anything that's more than 3 months away) that prevented them from telling their gamers that they would be doing.

I think (And thought at the time) that the new Chaos Codex was a brilliant direction to take the Chaos lists in.




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BlackLegion
 Post subject: SG Miniature news
PostPosted: Sun Feb 24, 2008 11:08 pm 
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I like the new Chaos Codex too. After all of the CSM the Renegade Chapters formthe greatest part of them. The original 9 Legion are only amajority albeit a more powerful one and more devoted worshippers of Chaos because they are much older.

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Mojarn Piett
 Post subject: SG Miniature news
PostPosted: Mon Feb 25, 2008 9:45 am 
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(firestorm40k @ Feb. 24 2008,20:58)
QUOTE
P.P.S. For the record, I think Gav Thorpe's novels aren't too bad, 'Angels of Darkness' is one of the best 40k Novels, I liked parts of the Last Chancers Trilogy, though I must admit I've not read anything else by him.

Yep. I liked his DA novel as well and the last book of the Last Chancers trilogy was pretty good as well although I admit the first book WAS crap.

As for Dark Heresy that's good news. At least I will be able to get a copy sometime in the future, then.

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nealhunt
 Post subject: SG Miniature news
PostPosted: Mon Feb 25, 2008 10:31 pm 
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(BlackLegion @ Feb. 22 2008,21:21)
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It seems that DarkHeresy will not be dead after the closing of BI:

http://www.tabletopgamingnews.com/2008/ ... more-12747

So...

Rather than just saying up front "we are licensing our non-miniature games to FFG to concentrate on miniatures and IP production" which would effectively be a partnership with a well-known and reputable company, they instead canceled everything with zero explanation, causing all manner of uproar and hard feelings from their fan-base.  They take a good thing and handle it so it becomes a publicity fiasco.

Brilliant.

I tell you, if I did have enough spare cash to buy a stake in GW, the first thing I'd do is ram through a board vote to can the people running their marketing.  If there's anyone on the planet that could use a good firing, it's them.

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Moscovian
 Post subject: SG Miniature news
PostPosted: Mon Feb 25, 2008 11:09 pm 
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I tell you, if I did have enough spare cash to buy a stake in GW-


All it takes is a dollar and a dream. :D

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Lion in the Stars
 Post subject: SG Miniature news
PostPosted: Tue Feb 26, 2008 1:10 am 
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Seriously, what's the current price for GW stock, and how many shares do I need to become Majority shareholder?  you can't exactly ignore the single majority shareholder easily.

I've said it before:  3 month release cycles:  month 1, 40k codex part 1 (concentrating on what changed, with a small-ish batrep); month 2, 40k codex part 2 (modeling guide and a larger batrep); month 3, the Epic release of said models (in case of new sculpts) and an E:A batrep;  month 4, Fantasy release part 1 (see notes from 40k month 1); month 5, Fantasy release part 2 (see 40k month 2); month 6, Warmaster release of models and warmaster batrep.

combined with a complete circular-filing of the LotR game as soon as the license permits.

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nealhunt
 Post subject: SG Miniature news
PostPosted: Tue Feb 26, 2008 3:11 pm 
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Seriously, what's the current price for GW stock, and how many shares do I need to become Majority shareholder?  you can't exactly ignore the single majority shareholder easily.

A little over 2 GBP/share.  A little over 30 million shares.  Total market cap is ~65million GBP.  It's near an 10-year low in constant dollars so I wouldn't count on the price dropping any farther, even with their current financial picture.

Having 2-3% will allow you to have substantial input.  You'd be able to pretty much call up any board member or officer and expect them to take you seriously.  You need about a 5% to be able to put serious pressure on company policy.  5% also requires registering your position with LSE and there will be a public announcement of any major changes in your position.  10% gives you the power to force substantial changes even over serious objection and 20% is practically equal to sole proprietorship with respect to the decisions you can make.

Figure a sliding scale for price because any serious acquisition would cause the price to rise, and you get...

About 1.5 million GBP to have solid input
About 3.5 million GBP to be able to put real pressure on the board/officers
About 7 million GBP to be able to set policies as long as other shareholders don't line up against you en masse
About 10-12 million GBP to basically run the company single-handedly

If you're in the US, GW does not have ADR's, so you can't buy through a US exchange.  You'd have to buy from the LSE and I don't know what the LSE rules are regarding foreign ownership.  I would count on substantial fees above the cost of the stock and there may be some sort of limit to the total amount foreign entities can own.

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Ginger
 Post subject: SG Miniature news
PostPosted: Tue Feb 26, 2008 4:36 pm 
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Guys, are you seriously saying that if you had GBP 2.0Million that you would use it on GW shares? Firstly, it would come some way down my list after financial security, a few toys etc, so I would need quite a bit more to start off with, and assuming I had this much to spare, I am not sure I would be lobbing it all at the one spot - you got to have a lot of faith and even more "love" to do that IMHO :p

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Moscovian
 Post subject: SG Miniature news
PostPosted: Tue Feb 26, 2008 5:11 pm 
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Ginger, that's how you become great: by letting your boys hang out (and I ain't talking Ork Boyz). :p

The Powerball Lottery reached $130 million I think - I'd have more than enough to drop into GW.  Time to make a drive to New Jersey and buy those tickets!!

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nealhunt
 Post subject: SG Miniature news
PostPosted: Wed Feb 27, 2008 4:43 pm 
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(Rug @ Feb. 26 2008,17:09)
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They pretty much own GW, something like 82%.

Major shareholders - anyone over 5% - and major transations are public information.

I haven't bothered to look recently, but I don't think that's possible.  Just going from memory... they're currently doing a buy-back program (~10%, maybe),  the CEO owns a little over 6%, and there are a couple of mutual funds that own in the neighborhood of 5% each.  The other officers would almost certainly have several more % scattered among them.

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TheLimey
 Post subject: SG Miniature news
PostPosted: Wed Mar 05, 2008 9:33 pm 
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Qais Zakaria - Co Owner of Sleep, Zakaria Co. Ltd, along with Nicholas Sleep, according to a quick google search on his name. Both invesment bankers previously managing Marathon funds. Also seem to have Sleep, Zakaria Co. Ltd (Cayman) as an off shore arm.




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nealhunt
 Post subject: SG Miniature news
PostPosted: Wed Mar 05, 2008 10:59 pm 
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Good grief, guys.  You're wearing me out.  I told you where to look it up.  Major shareholders are in the annual report.  From the 2007 full year Director's report:

Substantial shareholdings
The following interests in 3% or more of the issued share capital of the Company as at 12 July 2007 have been disclosed to the Company:
------------------------------------ No. of ordinary shares --------- Percentage

The Nomad Investment Partnership LP - 6,314,269 - 20.3
Phoenix Asset Management Partners Limited - 4,405,419 - 14.2
Investec Asset Management Limited - 3,806,148 - 12.2
Schroder Investment Management Limited - 3,718,620 - 11.9
Legal & General Group PLC - 1,943,091 - 6.2
Polar Capital Partners - 945,220 - 3.0

That's almost 70% of the outstanding shares.  All are investment companies.  No individuals.  Most investment companies have non-intervention clauses in their charter, which means they don't vote the shares.  Small shareholders are also not likely to vote, so the number of shares voting is probably no more than 25% of the total outstanding.  A 5% share is ~1/5 of the votes.

You can also check recent acquisitions or sales by these entities.  Legal and General seems to be selling out to Nomad - about 3% so far, based on the market notices.  Zakaria is a major shareholder and fund manager for Nomad, which is probably why his name is listed but they aren't his.  They belong to the company.

The only odd part is that Nomad recently delisted from the stock exchange.  Given that the Sleep/Zakaria company is a hedge fund and owns a big chunk of Nomad, I suspect that Nomad is transitioning into a hedge fund but that's just a guess.  If that's the case, a hedge fund is more likely to vote shares than a normal mutual fund.  However, since GW represents a small fraction of their total net worth, that's unlikely.

===

Edit:  A bit more Googling on Nomad shows that they are being called a hedge fund, so I was right.  Also, you can check out that they have announcements about acquiring major shares for many small companies aside from GW.  The chances of them voting them are miniscule.

Finally, I found that the GW investor news webpage has links to the market announcements.

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