Tuesday, February 17, 2009

Rothwell Gornt’s 2009 Investment Strategy: Real Estate, Real Estate, Real Estate

Dear Fellow Shareholders,

Rothwell-Gornt is pleased to announce to 2009 investment strategy. Steering clear of equities and fixed income products (particularly minibonds) – hallmarks of recent years – I am delighted to announce that the firm will embark upon a more traditional yet equally profitably route: Real estate.

Our investment thesis is that property prices have declined dramatically in recent months, representing a good buying opportunity. Properties on the Peak, in particular, declined some 41% in the final quarter of 2009 - “the biggest on record in Hong Kong’s luxury property market,” Peter Marlowe writes in the Taipan Times (yes - he's still on the go!).

Symbolic of our ambitions in this sector, I plan to kick-start the investment programme with an audacious hostile takeover of one of Hong Kong’s most prestigious addresses – the Noble House Peak Mansion. The property has been sitting idle ever since the Tai-Pan left for Holland. With Dunross still distracted by nano-scale petrochemical deals, the timing for a trophy takeover may never have been better.

Right, time for an Extrajoss Cola – I feel my melamine levels reaching dangerously low levels.

Best of joss,

Quillan Gornt
Taipan and CEO
Rothwell-Gornt Holdings

Saturday, February 7, 2009

Extrajoss: Coming To a Store Near You!

Dear Fellow Shareholders,

I am delighted to inform you of the successful launch of the latest product offering in Rothwell-Gornt's consumer beverage line - Extrajoss Cola. So excited was I about this new product that I named it myself!














More than a mere melamine delivery vehicle, Extrajoss Cola provides the rich pungent taste of durian puree, combined with artificially sweetened carbonated water, and comes in a number of different and alarming colours.

Part of the experience is the Extrajoss container itself: Underneath the ring pull of any given can are marked the words "Good Joss!" or "Bad Joss!", giving the purchaser some indication as to how his or her day will go.














The product is currently on trial across select locations in Southeast Asia before a potential global roll out. I expect Extrajoss to deliver a significant blow to the sales of the ubiquitous (yet comparatively tasteless) Struan's Cola.

Wishing you Extrajoss,

Quillan Gornt
CEO and Taipan
Rothwell-Gornt Holdings

Thursday, February 5, 2009

Shareholder Communication Re: Executive Compensation Scheme

Dear Fellow Shareholders,

Let it be noted, with all due respect, that the Taipan of Rothwell-Gornt Holdings would not get out of bed for USD 500,000.

Best of joss in the Ox,

Quillan Gornt
CEO and Taipan
Rothwell-Gornt Holdings