It's a decent question. Who owns the company we're all mad at right now? Who should we really be voicing our concerns about the company's future to?
Let's look at the top 6 stockholders, as listed in GW's 2010 annual report. Which can be downloaded from the GW Investor Relations site.
|The Nomad Investment Partnership LP||7,414,887||23.8|
|Investec Asset Management||5,768,410||18.5|
|Phoenix Asset Management Partners Limited||4,190,607||13.5|
|Shroeder Investment Management Limited||2,801,604||9.0|
|Tom Kirby (Chairman of GW)||1,913,001||6.1|
|Polar Capital Partners||1,162,220||3.7|
So, nearly three-quarters of GW stock is owned by Tom Kirby and these five institutions. Let's look at each institution's contact info. But first, let's get our objective clear:
We do not want to hurt GW! We do not want these institutions to dump their stock or punish anyone. What we want is for these financial professionals to ask the hard questions of GW that they won't give their customers the time of day on. These professionals manage hundreds, if not thousands, of investments in various companies around the globe. So we're simply seeking to grab a bit more of their attention and point it at GW.
We want GW to thrive, both now and 10+ years from now. Speaking as loyal and concerned customers, we're concerned about GW's actions within a shrinking market and it's apparent failure to either grow that market or it's own share of that market. We're concerned that GW is valuing short term gain over long term viability. We're concerned about product quality issues and pricing that will push us into the arms of GW's competitors. We're concerned about GW's apparent lack of regard for the frustrations of it's customers. We're concerned that they're de-facto abandoning their Australian market.
DO NOT go off on them about dividends or price increases for their own sake. These guys benefit from large dividends and strong stock prices. Remember that.
DO NOT get emotional or make their eyes glaze over by mentioning details of the hobby. To them, GW sells PRODUCT, not Marines, Tyrannids, Specialist games, etc. If you start telling them how you've collected army X since 19XX, they won't care. Stay focused. Be respectful. Tell them about your love of GW, not the hate.
Now, on to the external owners:
The Nomad Investment Partnership LPCaymen Islands eh? Shady. Mr. Zakaria is also the director of:
PO Box 61 GT
Harbour Centre, George Town
Grand Cayman KY1-1102, Cayman Islands
British West Indies
Director: Qais Zakaria
Phone: +44 207 101 196 (UK Phone Number)
Sleep, Zakaria & CO Ltd.
1A BURNSALL St
London, 8001 SW3 3SR
Anyhow, they're unlikely to care about price increases. Guys this shady only care about the immediate bottom line, and GW's looks good based on the published numbers alone. So if you contact them, concentrate on the Australia embargo and the immediate impact you fear it may have on earnings. But don't expect any sort of reply. They'll be annoyed enough that they're getting mail and public attention in the first place.
Next up, we have a group that's far less shady. With multiple offices throughout the world. I've listed their registered address, but there's offices in every major country listed on their website.
Investec Asset Management LimitedYou can buy into these guys (if you have more money than I do), so they're likely to be more responsive to concerns about GW's long-term viability, at least publicly. Expect a form-letter reply, but if enough of us contact them, there may be some probing questions asked behind the scenes.
2 Gresham Street, London, EC2V 7QP.
Telephone: +44(0)20 7597 1900
Phoenix Asset Management PartnersLow key, with the simplest of websites. But they're approachable enough that they give you tube directions to their London offices. :)
64 - 66 Glentham Road
London SW13 9JJ
Tel: +44 (0) 208 600 0100
Fax: +44 (0) 208 600 0101
Shroeder Investment Management LimitedLow key, but professional looking.
31 Gresham Street, London, EC2V 7QA
General Inquiry Form: http://www.schroders.com/global/contact-us/contact-form
Polar Capital Holdings plcThey make you affirm that you're a professional investor before you can even look at their 'Who Are We' page. So they may not be responsive at all to the public. You make the call.
4 Matthew Parker Street
Tel: +44 (0) 20 7227 2700
In closing, I'll repeat it again... BE RESPECTFUL. Asshatery will get us nowhere.