Deadlocked EU referendum polls from YouGov (YOU) have attracted plenty of media attention; investors in the market research and data analysis group appear similarly divided. Chief scientist Doug Rivers recently sold 490,000 shares - about a quarter of his stake - for a little over £884,000, which he earmarked for "personal financial planning purposes". The release came a day after the news that asset manager JO Hambro had cut its stake in the company by a tenth to below 5 per cent. On the other hand, BlackRock raised its shareholding to over 11 per cent of the total in mid-May.
IC TIP:
Hold
at
183p
YouGov's shares have soared 70 per cent in the past year; the recent flurry of purchases and sales suggest uncertainty over whether they can rise higher.
Broker Numis expects EPS of 8p in the year to July, rising to 9.2p in FY2017 (from 6.7p in FY2015).
| Buys | |||||||
|---|---|---|---|---|---|---|---|
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| 3i Infrastructure * | Steven Wilderspin | 10 Jun 16 | 6,730 | 165 | 11,105 | 31,730 | 0.003 |
| 3i Infrastructure * | Paul Masterton | 10 Jun 16 | 11,513 | 165 | 18,996 | 20,513 | 0.002 |
| 3i Infrastructure * | Doug Bannister | 10 Jun 16 | 12,500 | 165 | 20,625 | 12,500 | 0.001 |
| 3i Infrastructure * | Wendy Dorman | 10 Jun 16 | 24,000 | 165 | 39,600 | 24,000 | 0.002 |
| Alecto Minerals * | Mark Jones (ce) | 13 Jun 16 | 12,500,000 | 0.08 | 10,000 | 25,750,000 | 0.576 |
| Breedon Aggregates | Pat Ward (ce) | 13 Jun 16 | 50,000 | 66.5 | 33,250 | 200,000 | 0.017 |
| C&C | Vincent Crowley | 15 Jun 16 | 10,000 | 291.418 | 29,142 | 10,000 | 0.003 |
| Cambria Automobiles ♥ | Philip Swatman (ch) | 14 Jun 16 | 15,000 | 69 | 10,350 | 275,000 | 0.275 |
| Capital & Regional ♥ | Louis Norval | 15 Jun 16 | 500,000 | 60 | 300,000 | 136,960,303 | 19.571 |
| DP Poland | Chris Moore | 14 Jun 16 | 100,000 | 33 | 33,000 | 2,955,333 | 2.269 |
| DP Poland | Chris Moore | 10 Jun 16 | 250,000 | 32.7 | 81,750 | 2,355,333 | 1.808 |
| DP Poland | Chris Moore | 09 Jun 16 | 450,000 | 32.4 | 145,800 | 2,105,333 | 1.616 |
| DP Poland | Chris Moore | 13 Jun 16 | 500,000 | 31.4 | 157,000 | 2,855,333 | 2.192 |
| First Derivatives | Virginia Gambale | 14 Jun 16 | 1,750 | 2,013.64 | 35,239 | 6,150 | 0.025 |
| Globalworth Real Estate Inv's | Dimitris Raptis | 14 Jun 16 | 9,550 | 505 | 48,228 | 289,557 | 0.452 |
| Globalworth Real Estate Inv's | Dimitris Raptis | 15 Jun 16 | 9,550 | 510 | 48,705 | 299,107 | 0.467 |
| Globalworth Real Estate Inv's | Ioannis Papalekas (ce) | 15 Jun 16 | 20,000 | 510 | 102,000 | 23,033,768 | 35.977 |
| Globalworth Real Estate Inv's ♥ | Eli Alroy | 13 Jun 16 | 10,000 | 505 | 50,500 | 368,814 | 0.585 |
| Globalworth Real Estate Inv's ♥ | Eli Alroy | 15 Jun 16 | 10,000 | 505 | 50,500 | 378,814 | 0.592 |
| Globalworth Real Estate Inv's ♥ | Ioannis Papalekas (ce) | 14 Jun 16 | 20,000 | 505 | 101,000 | 23,013,768 | 36.516 |
| Globalworth Real Estate Inv's ♥ | Ioannis Papalekas (ce) | 15 Jun 16 | 20,000 | 510 | 102,000 | 23,013,768 | 36.516 |
| Greka Engineering & Technology | Randeep Grewal (ch & ce) | 09 Jun 16 | 1,400,000 | 0.8 | 11,200 | 398,268,528 | 97.228 |
| Gresham Computing * | Ian Manocha (ce) | 15 Jun 16 | 75,000 | 96 | 72,000 | 75,000 | 0.118 |
| Hansteen Holdings ♥ | Melvyn Egglenton | 14 Jun 16 | 25,000 | 102.75 | 25,688 | 25,000 | 0.003 |
| Hunters Property | Ed Jones (cfo) | 10 Jun 16 | 72,793 | 75 | 54,595 | 3,678,038 | 13.003 |
| Hurricane Energy | Dr David Jenkins | 13 Jun 16 | 125,000 | 17.79 | 22,238 | 200,000 | 0.020 |
| Hurricane Energy | John van der Welle | 14 Jun 16 | 150,000 | 17.69 | 26,531 | 150,000 | 0.015 |
| Hurricane Energy | Dr. Robert Trice (ce) | 13 Jun 16 | 420,000 | 17.75 | 74,550 | 26,781,657 | 2.722 |
| Hydrodec | Chris Ellis (ce) | 10 Jun 16 | 802,791 | 2.49 | 19,989 | 3,301,121 | 0.444 |
| Hydrodec | Andrew Black | 09 Jun 16 | 14,000,000 | 2 | 280,000 | 197,574,858 | 26.552 |
| Imaginatik * | Matt Cooper (ch) | 14 Jun 16 | 20,000,000 | 2.5 | 500,000 | 42,929,576 | 28.933 |
| Independent News & Media | Robert Pitt (ce) | 10 Jun 16 | 135,952 | 15 | 20,393 | 135,952 | 0.010 |
| Intelligent Energy Holdings | Paul Heiden (ch) | 13 Jun 16 | 375,441 | 13.25 | 49,746 | 415,441 | 0.221 |
| Landore Resources * | Helen Green | 14 Jun 16 | 590,000 | 1.7 | 10,030 | 1,617,583 | 0.231 |
| Landore Resources * | Richard Prickett (fd) | 14 Jun 16 | 1,188,977 | 1.7 | 20,213 | 11,144,876 | 1.592 |
| Landore Resources * | William Humphries (ce) | 14 Jun 16 | 7,400,000 | 1.7 | 125,800 | 57,314,119 | 8.187 |
| LXB Retail Properties | Daniel Kitchen | 09 Jun 16 | 21,356 | 64.98 | 13,877 | 561,943 | 0.334 |
| Marks & Spencer | Robert Swannell (ch) | 09 Jun 16 | 26,298 | 376.546 | 99,024 | 169,298 | 0.010 |
| McKay Securities | Viscount Lifford | 13 Jun 16 | 10,000 | 214.75 | 21,475 | 80,000 | 0.086 |
| Minds + Machines | Toby Hall (ce) | 14 Jun 16 | 250,000 | 10 | 25,000 | 500,000 | 0.066 |
| Paysafe | Dennis Jones (ch) | 14 Jun 16 | 40,000 | 359.7 | 143,880 | 40,000 | 0.008 |
| Phaunos Timber Fund | William Vanderfelt | 13 Jun 16 | 1,000,000 | 39.25 | 392,500 | 10,000,000 | 1.791 |
| Rotala * | Graham Spooner | 15 Jun 16 | 50,000 | 62 | 31,000 | 50,000 | 0.119 |
| Roxi Petroleum | Lord of Earl of Limerick Pery | 13 Jun 16 | 500,000 | 9.8 | 49,000 | 1,155,000 | 0.123 |
| Servelec | Roger McDowell | 15 Jun 16 | 100,000 | 234 | 234,000 | 186,054 | 0.268 |
| Smiths | Mark Seligman | 10 Jun 16 | 5,000 | 1,117 | 55,850 | 5,000 | 0.001 |
| Smurfit Kappa | Jim Lawrence | 13 Jun 16 | 185,000 | 1,868.04 | 3,455,872 | 335,000 | 0.142 |
| Sopheon | Arif Karimjee (fd) | 14 Jun 16 | 8,334 | 122.6 | 10,217 | 48,334 | 0.663 |
| Sopheon | Arif Karimjee (fd) | 10 Jun 16 | 10,000 | 108.4 | 10,840 | 40,000 | 0.549 |
| Sopheon | Stuart Silcock | 14 Jun 16 | 10,000 | 122.6 | 12,260 | 276,627 | 3.797 |
| Sopheon | Stuart Silcock | 10 Jun 16 | 12,000 | 108.4 | 13,008 | 266,627 | 3.659 |
| Sopheon | Barry Mence (ch) | 10 Jun 16 | 30,000 | 108.4 | 32,520 | 1,401,576 | 19.236 |
| Sopheon | Barry Mence (ch) | 14 Jun 16 | 39,666 | 122.6 | 48,631 | 1,441,242 | 19.780 |
| Strategic Equity Capital | Jo Dixon | 15 Jun 16 | 10,000 | 200.40 | 20,040 | 10,000 | 0.016 |
| Sunrise Resources * | Roger Murphy | 10 Jun 16 | 16,666,667 | 0.12 | 20,000 | 16,666,667 | 1.493 |
| Value and Income Trust | Matthew Oakeshott | 14 Jun 16 | 55,000 | 240 | 132,000 | 2,796,043 | 6.138 |
| Vernalis | David Mackney (cfo) | 09 Jun 16 | 97,000 | 45 | 43,650 | 512,203 | 0.097 |
| Vernalis | Ian Garland (ce) | 09 Jun 16 | 245,000 | 45 | 110,250 | 1,049,857 | 0.200 |
| Vertu Motors | Robert Forrester (ce) | 14 Jun 16 | 54,700 | 52.94 | 28,958 | 6,767,673 | 1.704 |
| Vianet Ω | Stewart Darling (ce) | 09 Jun 16 | 30,000 | 98 | 29,400 | 63,244 | 0.226 |
| Volex | Daren Morris (cfo) | 10 Jun 16 | 40,000 | 32.5 | 13,000 | 270,000 | 0.299 |
| Waterman | Nick Taylor (ce) | 15 Jun 16 | 32,756 | 84.9 | 27,810 | 212,525 | 0.691 |
| Sells | |||||||
|---|---|---|---|---|---|---|---|
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| Centamin ♥ | Josef El-Raghy (ch) | 10 Jun 16 | 5,000,000 | 111 | 5,550,000 | 53,849,372 | 4.674 |
| Edinburgh Worldwide Investment Trust | WJ Ducas | 10 Jun 16 | 2,500 | 438.25 | 10,956 | 28,000 | 0.057 |
| Edinburgh Worldwide Investment Trust | WJ Ducas | 10 Jun 16 | 4,500 | 438 | 19,710 | 30,500 | 0.062 |
| Independent Investment Trust | Maxwell Ward | 15 Jun 16 | 25,000 | 403.25 | 100,813 | 4,250,000 | 7.654 |
| Independent Investment Trust | Maxwell Ward | 15 Jun 16 | 125,000 | 408 | 510,000 | 4,275,000 | 7.699 |
| Norcon | Kenneth West | 14 Jun 16 | 72,222 | 18.75 | 13,542 | 0 | 0.000 |
| Portmeirion | Brett Phillips (fd) | 15 Jun 16 | 10,000 | 1,014.50 | 101,450 | 81,745 | 0.759 |
| Portmeirion ♥ | Brett Phillips (fd) | 15 Jun 16 | 15,000 | 1,014.50 | 152,175 | 66,745 | 0.620 |
| Rotala * | Dr. John Gunn (ch) | 15 Jun 16 | 750,000 | 62 | 465,000 | 8,419,348 | 19.954 |
| Rotala * | Geoffrey Flight | 15 Jun 16 | 1,100,000 | 62 | 682,000 | 0 | 0.000 |
| Stilo International | Les Burnham (ce) | 10 Jun 16 | 2,600,000 | 5.25 | 136,500 | 5,000,000 | 4.448 |
| Styles & Wood | Robert Hough | 10 Jun 16 | 5,000 | 395 | 19,750 | 6,959 | 0.098 |
| YouGov | Doug Rivers | 13 Jun 16 | 490,000 | 180.5 | 884,450 | 1,488,135 | 1.427 |
| Zoopla Property | Robin Klein | 15 Jun 16 | 46,806 | 302.3 | 141,495 | 352,080 | 0.084 |
| * placing/tender/open offer ♥ spouse/connected party Ω ISA/SIPP/Trust | |||||||
