Well done on an incredible write up on one of my favorite companies with a lot of good memories around WH40k! I’ve always wanted to dive into this company and you have done an amazing job with this very clear article! I think their IP could drive a lot of value if they managed to bring the univers to the masses, a bit like a Star Wars
On the surface it looks like a red flag but Kevin Rountree has been the CEO for 10 years and taken the company to new heights. British companies, GAW in particular, don't seem to have the same incentive structures as their US counterparts. Given Rountree and the rest of the management team's performance over the past decade, I'm comfortable with the lack of insider ownership.
Well done on an incredible write up on one of my favorite companies with a lot of good memories around WH40k! I’ve always wanted to dive into this company and you have done an amazing job with this very clear article! I think their IP could drive a lot of value if they managed to bring the univers to the masses, a bit like a Star Wars
Thanks for the kind words. I’m delighted you enjoyed the write up.
Thoughts on the lack of substantial insider ownership?
On the surface it looks like a red flag but Kevin Rountree has been the CEO for 10 years and taken the company to new heights. British companies, GAW in particular, don't seem to have the same incentive structures as their US counterparts. Given Rountree and the rest of the management team's performance over the past decade, I'm comfortable with the lack of insider ownership.
Thanks, appreciate the answer