Private Control vs. Public Ownership: The Battle for George Weston Limited

Ladies and gentlemen, buckle up! We're diving into the world of George Weston Limited (TSE:WN), where private companies control 55% of the shares, and individual investors own 31%. This is a story of power, influence, and the potential for both massive gains and significant risks. So, let's get started!



The Power of Private Control

First things first, let's talk about the elephant in the room. Private companies, namely the Weston family, hold a whopping 55% of GWL's shares. This means they have the power to make strategic decisions that can shape the company's future. And let me tell you, they're not messing around!

GWL's focus on retail excellence and strategic investments is a testament to this. Loblaw, one of GWL's subsidiaries, is expanding its network by opening new stores and clinics. In 2025, they plan to open approximately 80 new food and drug stores, and 100 new clinics. That's right, folks! They're not just sitting on their hands, they're making moves!

The Benefits for Individual Investors

Now, you might be thinking, "What's in it for me?" Well, let me tell you, there are some serious benefits for individual investors. For starters, Choice Properties, another GWL subsidiary, has a necessity-based portfolio that generates stable and growing cash flows. This means consistent dividends for shareholders. And let's not forget about GWL's strong financial performance. In the 2024 fourth quarter, adjusted EBITDA increased by 7.1% and adjusted net earnings available to common shareholders increased by 21.3%. That's some serious growth, folks!

The Drawbacks for Individual Investors

But it's not all sunshine and rainbows. With private companies controlling the majority of shares, individual investors may have limited influence on the company's decisions and strategies. This could lead to a lack of representation in major decisions. And let's not forget about the potential for conflicts of interest. The majority control by private companies could potentially lead to decisions that are made in the best interest of the controlling shareholders rather than all shareholders.

The Bottom Line

So, what's the bottom line? Well, it's a mixed bag, folks. On one hand, you have the potential for massive gains and consistent dividends. On the other hand, you have the risk of limited influence and potential conflicts of interest. But let me tell you, this is a battle worth fighting. GWL is a powerhouse in the retail and real estate industries, and with the right strategy, individual investors can come out on top.



So, do your research, stay informed, and make your voice heard. This is your money, your future, and your battle to fight. And remember, folks, the market is a sentient adversary, and it's up to you to come out on top. So, let's get out there and make some money!