BILLIONAIRES

Money makes the world go around

 

 

 

Peter O’Neill, head of the Rockefeller family and great-great-grandson of John D Rockefeller, along with Neva Rockefeller Goodwin (second from the right) great-granddaughter of of John D. Rockefeller, and Stephen B Heintz, president of the Rockefeller Brothers Fund. 

 

 

THE GUARDIAN 22 SEPT 2014

 

The heirs to the fabled Rockefeller oil fortune withdrew their funds from fossil fuel investments on Monday, lending a symbolic boost to a $50bn divestment campaign ahead of a United Nations summit on climate change.

The former vice-president, Al Gore, will present the divestment commitments to world leaders, making the case that investments in oil and coal have an uncertain future.

With Monday’s announcement, more than 800 global investors – including foundations such as the Rockefeller Brothers, religious groups, healthcare organisations, cities and universities – have pledged to withdraw a total of $50bn from fossil fuel investments over the next five years.

The Rockefeller Brothers Fund controls about $860m in assets, said Beth Dorsey, the chief executive of the Wallace Global Fund and the Divest-Invest movement, which has led the divestment campaign. About 7% are invested in fossil fuels.

But the Rockefellers’ decision to cut their ties with oil lends the divestment campaign huge symbolic importance because of their family history. The divestment move also helps bring a campaign launched by scrappy activists on college campuses into the financial mainstream.

But for oil, there may not have been a Rockefeller fortune. John and William Rockefeller were the co-founders of the Standard Oil Company, which at the time operated the world’s biggest refineries, and overtime spawned Exxon, Amoco and Chevron.

Now, after a year of deliberations, the descendants of those original Rockefellers had decided the time had come to move away from oil.

“John D Rockefeller, the founder of Standard Oil, moved America out of whale oil and into petroleum,” Stephen Heintz, president of the Rockefeller Brothers Fund, said in a statement. “We are quite convinced that if he were alive today, as an astute businessman looking out to the future, he would be moving out of fossil fuels and investing in clean, renewable energy.”

In addition to the Rockefellers, the World Council of Churches, which represents some 590 million people in 150 countries – also pulled its investments from fossil fuels on Monday. The move represented a turning point for a movement which began by demanding that universities purge their financial holdings of ties to the fossil fuel industry.

About 30 cities have also chosen to divest, including Santa Monica and Seattle.

“When you have the Rockefellers and the World Council of Churches and institutions with global reach coming together and divesting, then this movement which began just three short years ago has really reached a significant turning point,” Dorsey said.

In that time, supporters such as Archbishop Desmond Tutu have framed divestment from fossil fuels as a moral imperative – like the anti-apartheid movement of a generation ago.

“Climate change is the human rights challenge of our time. We can no longer continue feeding our addiction to fossil fuels as if there is no tomorrow, for there will be no tomorrow,” Tutu said in a video address.

The Rockefeller Brothers Fund over the years has been a big supporter of environmental causes, including to campaign groups opposed to fracking and the Keystone XL pipeline, which made for an awkward fit at times with its continued investment in oil and gas. The family plans to first divest from tar sands commitments.

A number of universities have also started to cut their ties with fossil fuel – with Stanford University dropping coal holdings from its $18bn endowment.

But divestment remains a hard sell. The University of California system said last week it would continue to hold on to fossil fuels. Harvard University has also resisted pressure from faculty and students to divest – although Yale has said it will look into whether renewable energy offers a better bet in the long run.

“In the last great divestment campaign, Harvard said no before it said yes. I think it’s just a matter of time,” Dorsey said. “Unlike with the anti-apartheid movement, this is not just an ethical issue. There is a powerful financial reason as well.”

 

DEFINITION OF A BILLIONAIRE

A billionaire is a person who has a net worth of at least one billion units of currency, such as United States Dollars (USD), Pounds or Euros. Typically wealth is measured in US dolllars.

 

Though a "billion" used to be a million million in much of the Commonwealth of Nations, the American version (one thousand million) is commonplace now in the UK; so in Britain a billionaire is someone with a net worth of at least 1,000,000,000 pounds. According to Forbes Magazine, in 2013 only 68 billionaires fell from their list, and eight of those passed on. That pales in comparison with the 210 newcomers to their list, some of which are shown below.

 

 

WEALTHIEST BILLIONAIRES

 

Carlos Slim Helu - the world's richest man 2013

Carlos Slim Helú

 Bill Gates

 .

 .

 .

 .

 . Amancio Ortega

 . Warren Buffett

 

 

WORLD'S RICHEST MAN: CARLOS SLIM

 

Carlos Slim Helú (born January 28 1940) is a Mexican business magnate, investor and philanthropist. Slim has been ranked by Forbes as the richest person in the world since 2010. His extensive holdings in a considerable number of Mexican companies through his conglomerate, Grupo Carso, SA de CV, have amassed interests in the fields of communications, technology, retailing, and finance. Presently he is the chairman and chief executive of telecommunications companies Telmex and América Móvil.

América Móvil, which in 2010 was Latin America’s largest mobile-phone carrier, accounted for around US$49 billion of Slim's wealth by the end of 2010. His corporate holdings as of March 2013 have been estimated at US$73 billion.

 

 

NEWEST BILLIONAIRES

 

Margarita Louis Dreyfus

Koh Wee Meng

Pham Nhat Vuong

 Margarita Louis Dreyfus

 Ranjan Pai

Koh Wee Meng

 Pham Nhat Vuong

 .

 .

 .

 .

 

 

FORBES RICHEST PEOPLE 2013 BILLIONAIRES - Facts and Figures

The ranks of the world's billionaires have reached another all-time high of 1,426 and combined record net worth of $5.4 trillion. The United States still has more billionaires than any other country, but the world's richest person comes from outside its borders.

The 2013 Forbes Billionaires list now totals 1,426 names, with an aggregate net worth of $5.4 trillion, up from $4.6 trillion. We found 210 new ten-figure fortunes. Once again the U.S. leads the list with 442 billionaires, followed by Asia-Pacific (386), Europe (366), the Americas (129) and the Middle East & Africa (103).

Resurgent asset prices are the driving force behind the rising wealth of the super-rich around the globe. While last year almost as many fortunes fell as rose, this year gainers outnumbered losers by 4-to-1. Many new names made the list thanks to free-spending consumers. To name a few: Diesel jeans mogul Renzo Rosso at $3 billion, retailer Bruce Nordstrom at $1.2 billion and designer Tory Burch at $1 billion.

Carlos Slim is the world’s richest person again, followed by Bill Gates. Amancio Ortega of Spanish retailer Zara moves up to No. 3 for the first time. He is the year’s biggest gainer, adding $19.5 billion to his fortune in one year. He moves ahead of Warren Buffett, despite the fact that the U.S. investing legend added $9.5 billion to his fortune. This is the first year since 2000 that Buffett has not been among the top 3. The year’s biggest loser is Brazilian Eike Batista, whose fortune dropped by $19.4 billion, or equivalent to about $50 million a day. His rank falls from no. 7 to no. 100 in the world.

 

1986 RANKINGS

 

The first Forbes ranking of billionaires in 1986 found 140 billionaires around the world. The 2007 Forbes ranking counted a total of 946 whose accumulated wealth measured US$3.5 trillion. John D. Rockefeller was the first billionaire in 1916.

 

It has been a busy year for Forbes' team of fortune hunters. Strong equity markets combined with rising real estate values and commodity prices pushed up fortunes from Mumbai to Madrid. Forbes pinned down a record 946 billionaires. There were 178 newcomers, including 19 Russians, 14 Indians, 13 Chinese and 10 Spaniards, as well as the first billionaires from Cyprus, Oman, Romania and Serbia.

 

Ingenuity, not industry, is the common characteristic; these folks made money in everything from media and real estate to coffee, dumplings and ethanol. Two-thirds of last year's billionaires are richer. Only 17% are poorer, including 32 who fell below the billion-dollar mark. The billionaires' combined net worth climbed by $900 billion to $3.5 trillion. That equates to $3.6 billion apiece.

 

In 2006 the world economy grew at an extraordinary rate of 25%. The four cities that have the largest concentration of billionaires according to Forbes are New York City, Los Angeles, Moscow and London.

 

The average billionaire is 62 years old, two years younger than in 2005. This year's new billionaires are seven years younger than that. Of list members' fortunes, 60% made theirs from scratch.

 

 

In Pictures: The World's Billionaires 2008

 

Within the ranks are simmering rivalries. Microsoft (nasdaq: MSFT - news - people ) founder Bill Gates, the world's richest man for 13 years, and his pal Warren Buffett, who holds the No. 2 spot despite enormous charitable donations, are quickly losing ground to Mexico's most-monied man, Carlos Slim Helú. Helú's net worth is up an astonishing $19 billion this year - the single biggest one-year gain in a decade - and is now just $7 billion shy of Gates and $3 billion less than Buffett. In Europe, Russia's mostly young, self-made tycoons are catching up to Germany's often-aging heirs and heiresses. Russia now has 53 billionaires (2 shy of Germany's total), but they are worth $282 billion ($37 billion more than Germany's richest). After a 20-year reign, Japan is no longer Asia's top spot for billionaires: India has 36, worth a total of $191 billion, followed by Japan with 24, worth a combined $64 billion.

 

India's rich are also marching toward the top of our rankings. Brothers Mukesh and Anil Ambani, who split up their family’s conglomerate in 2005, join Lakshmi Mittal, who heads the world's biggest steel company, Arcelor Mittal, among the world’s 20 wealthiest. India now has three in the upper echelons, second only to the U.S.

 

But even in such a prosperous year, 44 people dropped off the list for various reasons.

 

All our numbers are based on a snapshot of balance sheets taken on Feb. 9, the day we locked in stock prices and exchange rates. So the five executives who took their Fortress Investment Group (nyse) public at 9:30 a.m. on that morning made the cut. Also on the list is Ernest Gallo, founder of E.&J. Gallo Winery, who died on March 6. But our numbers don't reflect the volatility that shook the markets three weeks later. Between Feb. 9 and March 2 the world's stock markets, as measured by the Morgan Stanley All Country World Local Index, fell by 3.7%. Some fortunes (those based on private accumulations of real estate, for example) didn’t feel a blip. But some suffered severe damage. One big loser was a Spaniard, Enrique Banuelos, whose fortune fell 30% in four days.

 

Are there billionaires we don’t know about? Surely, yes. For instance, we didn't uncover Ireland's Denis O'Brien, who pocketed $800 million in a junk bond offering, until 13 days after we'd locked in fortunes, so he is not reflected in the rankings.

 

In Pictures: The World's Billionaires 2007

 

This list of billionaires is based on an annual ranking of the world's wealthiest people compiled and published by Forbes magazine in March 2007 including some revisions announced by Forbes later in 2007. There are altogether 946 billionaires on this list with 178 newcomers and 17 returning. The total net worth is an estimate measured in United States dollars, based on the closing stock prices and exchange rates on 9 February 2007, with the second and third place rankings updated in April, 2007.

 

Though Carlos Slim Helú is now listed in second place, due to exchange rates, stock valuations, and the overall impossibility of selling all shares at an equal price, the top three placeholders are statistically indistinguishable.

 

The combined net worth of the list is US$3.5 trillion, a US$900 billion increase from 2006.

 

 

 

 

Top Billionaires reported by Forbes and Blomberg

 

 

#

Name

Net Worth

Citizenship

Source

.

.

1

Carlos Slim Helú

US$73.0 billion 

 Mexico

Telmex, América Móvil, Grupo Carso

2

William H. Gates III

US$56.0 billion 

 United States

Microsoft

3

Amancio Ortega

US$55.0 billion 

 Spain

Inditex Group

4

Warren Buffett

US$52.4 billion 

 United States

Berkshire Hathaway, Investments

5

Ingvar Kamprad

US$33.0 billion 

 Sweden

IKEA, Real Estate

6

Lakshmi Mittal

US$32.0 billion 

 India

Arcelor Mittal

7

Sheldon Adelson

US$26.5 billion 

 United States

Las Vegas Sands

8

Bernard Arnault

US$26.0 billion 

 France

Louis Vuitton

9

Li Ka-shing

US$23.0 billion 

 Hong Kong

Cheung Kong Holdings, Hutchison Whampoa

10

David Thomson and family

US$22.0 billion 

 Canada

Thomson Corporation

11

Lawrence Ellison

US$21.5 billion 

 United States

Oracle Corporation

12

Liliane Bettencourt

US$20.7 billion 

 France

L'Oréal

13

Prince Alwaleed Bin Talal Alsaud

US$20.3 billion 

 Saudi Arabia

Kingdom Holding Company

14

Mukesh Ambani

US$20.1 billion 

 India

Reliance Industries Ltd

15

Karl Albrecht

US$20.0 billion 

 Germany

ALDI

16

Roman Abramovich

US$18.7 billion 

 Russia

Millhouse Capital

17

Stefan Persson

US$18.4 billion 

 Sweden

Hennes & Mauritz

18

Anil Ambani

US$18.2 billion 

 India

Anil Dhirubhai Ambani Group

19

Paul Allen

US$18.0 billion 

 United States

Microsoft

20

Theo Albrecht

US$17.5 billion 

 Germany

ALDI

21

Azim Premji

US$17.1 billion 

 India

Wipro Technologies

22

Lee Shau Kee

US$17.0 billion 

 Hong Kong

Henderson Land Development

23

Jim Walton

US$16.8 billion 

 United States

Wal-Mart

24

Christy Walton and family

US$16.7 billion 

 United States

Wal-Mart

24

S. Robson Walton

US$16.7 billion 

 United States

Wal-Mart

26

Sergey Brin

US$16.6 billion 

 United States

Google

26

Larry Page

US$16.6 billion 

 United States

Google

26

Alice Walton

US$16.6 billion 

 United States

Wal-Mart

29

Helen Walton

US$16.4 billion 

 United States

Wal-Mart

30

Michael Dell

US$15.8 billion 

 United States

Dell

31

Steven Ballmer

US$15.0 billion 

 United States

Microsoft

31

Kirk Kerkorian

US$15.0 billion 

 United States

Tracinda Corporation

31

Raymond, Thomas and Walter Kwok

US$15.0 billion 

 Hong Kong

Sun Hung Kai & Company

34

François Pinault

US$14.5 billion 

 France

PPR

35

Suleiman Kerimov

US$14.4 billion 

 Russia

Gazprom, Sberbank

36

Vladimir Lisin

US$14.3 billion 

 Russia

Novolipetsk Steel

37

Jack C. Taylor and family

US$13.9 billion 

 United States

Enterprise Rent-A-Car

38

Vladimir Potanin

US$13.5 billion 

 Russia

Interros

38

Mikhail Prokhorov

US$13.5 billion 

 Russia

Interros

40

Oleg Deripaska

US$13.3 billion 

 Russia

Rusal

40

Michael Otto and family

US$13.3 billion 

 Germany

Otto GmbH

42

Carl Icahn

US$13.0 billion 

 United States

TWA

42

Abigail Johnson

US$13.0 billion 

 United States

Fidelity Investments

44

Adolf Merckle

US$12.8 billion 

 Germany

Phoenix Pharmahandel

45

Barbara Cox Anthony

US$12.6 billion 

 United States

Cox Enterprises

45

Anne Cox Chambers

US$12.6 billion 

 United States

Cox Enterprises

45

Mikhail Fridman

US$12.6 billion 

 Russia

Alfa Group

48

Vagit Alekperov

US$12.4 billion 

 Russia

LUKoil

49

Charles Koch

US$12.0 billion 

 United States

Koch Industries

49

David Koch

US$12.0 billion 

 United States

Koch Industries

51

Silvio Berlusconi and family

US$11.8 billion 

 Italy

Fininvest

52

Nasser Al-Kharafi and family

US$11.5 billion 

 Kuwait

M. A. Kharafi & Sons

52

Leonardo Del Vecchio

US$11.5 billion 

 Italy

Luxottica

54

Alexei Mordashov

US$11.2 billion 

 Russia

Severstal

55

Duke of Westminster and family

US$11.0 billion 

 United Kingdom

Grosvenor Group

55

Spiro Latsis and family

US$11.0 billion 

 Greece

EFG Bank Group

55

Birgit Rausing and family

US$11.0 billion 

 Switzerland

Tetra Laval

58

Forrest Edward Mars, Jr.

US$10.5 billion 

 United States

Mars, Incorporated

58

Jacqueline Mars

US$10.5 billion 

 United States

Mars, Incorporated

58

John Mars

US$10.5 billion 

 United States

Mars, Incorporated

61

Viktor Vekselberg

US$10.4 billion 

 Russia

Renova Group

62

Serge Dassault and family

US$10.0 billion 

 France

Dassault Group

62

Charles Ergen

US$10.0 billion 

 United States

EchoStar Communications Corporation

62

Michele Ferrero and family

US$10.0 billion 

 Italy

Ferrero SpA

62

Naguib Sawiris

US$10.0 billion 

 Egypt

Orascom Telecom Holding

62

Kushal Pal Singh

US$10.0 billion

 India

DLF Group

62

Alain and Gerard Wertheimer

US$10.0 billion

 France

Chanel

68

Susanne Klatten

US$9.6 billion 

 Germany

Altana

69

Philip Knight

US$9.5 billion 

 United States

Nike Inc.

69

Sunil Mittal and family

US$9.5 billion 

 India

Bharti Telecom

71

John Kluge

US$9.1 billion 

 United States

Metromedia

71

Vladimir Yevtushenkov

US$9.1 billion 

 Russia

Sistema

73

Rupert Murdoch

US$9.0 billion 

 United States

News Corporation

73

Hans Rausing

US$9.0 billion 

 Sweden

Tetra Laval

73

Reinhold Würth

US$9.0 billion 

 Germany

Würth

76

Ernesto Bertarelli

US$8.8 billion 

 Switzerland

Serono

76

Pierre Omidyar

US$8.8 billion 

 United States

eBay

78

Maria-Elisabeth and Georg Schaeffler

US$8.7 billion 

 Germany

Schaeffler Group

79

Rafael del Pino and family

US$8.6 billion 

 Spain

Ferrovial

80

Donald Bren

US$8.5 billion 

 United States

Irvine Company

80

George Kaiser

US$8.5 billion 

 United States

BOK Financial Corporation

80

George Soros

US$8.5 billion 

 United States

Soros Fund Management

83

Nikolai Tsvetkov

US$8.4 billion 

 Russia

Nikoil Financial

83

August von Finck

US$8.4 billion 

 Germany

Allianz

85

Dan Duncan

US$8.2 billion 

 United States

Enterprise Products

86

Mohammed Al Amoudi

US$8.0 billion 

 Saudi Arabia
 Ethiopia

Corral Petroleum Holdings

86

Abdul Aziz Al Ghurair and family

US$8.0 billion 

 United Arab Emirates

MashreqBank

86

Kumar Birla

US$8.0 billion 

 India

Aditya Birla Group

86

German Khan

US$8.0 billion 

 Russia

Alfa-Eco

86

Iskander Makhmudov

US$8.0 billion 

 Russia

Uralskaya Gorno-Metallurgicheskaya Kompaniya

86

Sumner Redstone

US$8.0 billion 

 United States

National Amusements

86

Shashi and Ravi Ruia

US$8.0 billion 

 India

Essar

93

Philip Anschutz

US$7.9 billion 

 United States

The Anschutz Corporation

93

Galen Weston and family

US$7.9 billion 

 Canada

Associated British Foods

95

Enrique Bañuelos

US$7.7 billion 

 Spain

Astroc

96

Stefan Quandt

US$7.6 billion 

 Germany

BMW

97

Maan Al-Sanea

US$7.5 billion 

 Saudi Arabia

Saad Group

97

Edward Johnson III

US$7.5 billion 

 United States

Fidelity Investments

99

Sulaiman Al Rajhi

US$7.4 billion 

 Saudi Arabia

Al-Rajhi Bank

100

Donald Newhouse

US$7.3 billion 

 United States

Condé Nast Publications

100

Samuel Newhouse Jr

US$7.3 billion 

 United States

Condé Nast Publications

 

 

 

 

 

Acknowledgments


Monir Barakat, Wafra Investment Advisory Group; J. M. Degen & Co.; Andriy Dmytrenko, Dragon Capital, Kiev; Euromonitor; Alaric Hu, Bank of America; Ignatov & Co. Group; John S. Mason, Stephen Mason Associates; Millennium Capital; S&J, Korea; Planet Retail, London; Renaissance Capital; Edward W. Townshend, Colliers Jackson-Stops; Jim Wagoner, United Country Lambert Realty; Zawya Research Database; Finn Øystein Bergh, Kapital magazine; Ketil Skjak, real estate analyst, SEB Enskilda

 

 

LINKS and REFERENCE

 

The Guardian 2014 september ockefeller-heirs-divest-fossil-fuels-climate-change

 

 

 

International Accumulation of Foreign Reserve currencies

 

Currency

1997

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

US dollar

65.2%

69.3%

70.9%

70.5%

70.7%

66.5%

65.8%

65.9%

66.4%

65.7%

 

Euro

-

-

17.9%

18.8%

19.8%

24.2%

25.3%

24.9%

24.3%

25.2%

 

German Mark

14.5%

13.8%

-

-

-

-

-

-

-

-

 

Pound sterling

2.6%

2.7%

2.9%

2.8%

2.7%

2.9%

2.6%

3.3%

3.6%

4.2%

 

Japanese yen

5.8%

6.2%

6.4%

6.3%

5.2%

4.5%

4.1%

3.9%

3.7%

3.2%

 

French franc

1.4%

1.6%

-

-

-

-

-

-

-

-

 

Swiss franc

0.4%

0.3%

0.2%

0.3%

0.3%

0.4%

0.2%

0.2%

0.1%

0.2%

 

Other

10.2%

6.1%

1.6%

1.4%

1.2%

1.4%

1.9%

1.8%

1.9%

1.5%

 

Russian Rouble

 

 

 

 

 

 

 

 

 

 

 

Dinar

 

 

 

 

 

 

 

 

 

 

 

Indian Rupee

 

 

 

 

 

 

 

 

 

 

 

S. African Rand

 

 

 

 

 

 

 

 

 

 

 

Chinese Yuan

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

MONEY FINDER

 

 

 

ABBEY NATIONAL

ALLIANCE & LEICESTER

ALLIED IRISH

ALTERNATIVE INVESTMENTS

ANGELS

ANZ BANK AUSTRALIA

BANK OF AMERICA

BANK OF TOKYO JAPAN

BANK ONE USA

BANKS

BARCLAYS - UK

BAYERISCHE LANDESBANK - Germany

BNP PARIBAS GROUP - France

BILLIONAIRES

BRISTOL & WEST

BRITISH NATIONAL BUSINESS ANGELS

BRITISH VENTURE CAPITAL FIRMS

BUILDING SOCIETIES A - Z

BUSINESS PLAN

CAHOOT

CANADIAN IMPERIAL BANK - Canada

CHASE MANHATTAN - US

CITIBANK - US

COMEICA BANK - US

CREDIT CARDS

CREDIT LYONNIAS - France

DEUTSCHE BANK - Germany

DOW JONES

DRAGONS DEN

DRESDNER BANK - Germany

ECONOMICS

ELECTRONIC MONEY TRANSFERS

ENTREPRENEUR

EQUITY HOUSES

FINANCIER

FIRST DIRECT

FLEET - US 

FORBES 100 RICHEST

FORBES 500

FOREX INVESTMENTS

FORTUNE 500

FOUNDATIONS - GATES

FTSE

FUJI BANK - JAPAN

HALIFAX

HOLDING COMPANY

HONG KONG STOCK EXCHANGE

HSBC

HSBC BANK USA - UK

HSBC - HK

IMPERIAL BANK - US

INSURANCE

 

 

INVESTORS INDEX

IMF

J PIERPOINT MORGAN

JOHANNESBURG STOCK EXCHANGE

LA SALLE BANK - US

LOANS

LONDON STOCK EXCHANGE - MARKET

LLOYDS

MADRID STOCK EXCHANGE

MARKET CAPITALISATION

MAYBANK - Malaysia

MONEY

MONEY LAUNDERING

MORTGAGES

NASDAQ

NATIONAL AUSTRALIA BANK GROUP

NATIONAL LOTTERY

NATIONAL WESTMINSTER BANK

NATIONAL BUSINESS ANGEL NETWORK

NATIONAL CITY BANK - US

NEW YORK STOCK EXCHANGE

OFFSHORE BANKING

PENSIONS

PLCs

RBS ROYAL BANK OF SCOTLAND

SANWA BANK - Japan

SAVINGS

SHAREHOLDERS

SHARES, STOCKS, DIVIDENDS

SHELL COMPANIES

SIAM COMMERCIAL BANK - Thailand

SOCIETE GENERALE - France

SOUTHERN BANK BERHAD - Malyasia

STANDARD CHARTERED BANK - UK

STATE STREET BANK - US

STOCKS AND SHARES

SUMITOMO MITSUI BANK - Japan

SWISS BANK ACCOUNTS

TAX HAVENS

THAI FARMERS BANK - Thailand

THE AMERICAN DOLLAR

THE POUND STERLING

TORONTO DOMINION BANK - Canada

TRUSTS

UBS AG - Switzerland

UNION BANK OF CALIFORNIA

VENTURE CAPITAL

WALL STREET

WELLS FARGO - US

WEST DEUTSCHE LANDESBANK - Germany

WORLD BANK

WOOLWICH

 

 

 

 

 

KULO LUNA - the movie:  BUSINESS PLAN 2013

 

  Blueplanet Productions  2014 - 2016

The Adventures of John Storm:  KULO LUNA™ - The $Billion Dollar Whale © BPH Ltd MMXIII

 

A. Pre-production unit costs

         55,370.00

L. Travel / hotel accommodation

335,000.00

B. Above the line costs -prod execs

  25,907,500.00

M. Publicity / screenings

176,400.00

C. Crew - Main unit

       693,803.00

N. Legal, accounting. ins (Int, film guarantors)

477,010.00

D. Crew - 2nd & 3rd units

       278,680.00

O. Contingency @ 10%

7,254,830.00

E. Cast + options

  20,290,000.00

P. Producer's / Director's dividends (%)

TBA

F. Computer graphics (CGI)

  17,500,000.00

Q. Distribution - Direct (costs)

27,959,000.00

G. Art department

       986,300.00

R. Profit projected on sales (before corp. tax)

536,370,000.00

H. Equipment

       242,850.00

S. Finance / Interest (5 yrs)

53,876,570.00

ILocation / transport / catering

809,502.00

T. Total target film cost (production & distribution)

107,753,138.00

J. Stock, lab, video transfers

312,195.00

U. Studio property / equipment (invest)

TBA

K. Post production

190,510.00

.

.

.

.

Sales

 *698,000,000.00

Cost of Sales

 161,629,710.00

Net Profit*

*Subj. corp. taxes 

.

 

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