Zoopla Property (ZPLA) has gone from strength to strength since it was founded in 2007 by chief executive Alex Chesterman, and now includes digital platforms Zoopla, uSwitch, PrimeLocation and Property Software. UK agency partner numbers have now been growing for 16 consecutive months, reaching 13,275 in August this year, while property listings have risen 5 per cent year on year to 925,000.
IC TIP:
Hold
at
321p
Pre-tax profit rose by more than a half at the half-year stage, and profit for the full year to the end of September 2016 is expected to be at the top end of market expectations. Zoopla's board of directors last year secured a long-term commitment for Mr Chesterman to lead the business and deliver its ongoing strategy, and while he recently sold 4.25m shares at 325p a share, Mr Chesterman still holds over 8.5m shares in the group and a nominal 5,179 shares by way of the ZPG share incentive scheme. The remaining holding will be subject to a further lock-up agreement that will be released on the group's third anniversary of its admission to trading on the London Stock Exchange, which will be 23 June 2017.
| Buys | |||||||
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| AEW UK REIT | Bim Sandhu | 16 Sep 16 | 50,000 | 97 | 48,500 | 450,000 | 0.375 |
| AEW UK REIT♥ | Bim Sandhu | 16 Sep 16 | 100,000 | 97 | 97,000 | 550,000 | 0.458 |
| AEW UK REIT♥ | James Hyslop | 16 Sep 16 | 50,000 | 97 | 48,500 | 150,000 | 0.125 |
| Aminex | Jay Bhattacherjee (ce) | 15 Sep 16 | 534,519 | 2.18 | 11,662 | 45,569,977 | 1.311 |
| Avon Rubber | Dr Peterus Vervaat | 19 Sep 16 | 1,000 | 990.46 | 9,905 | 2,000 | 0.006 |
| BATM Advanced Communications | Dr Zvi Marom (ce) | 21 Sep 16 | 300,000 | 16.625 | 49,875 | 96,694,500 | 23.985 |
| Berkeley Group | Adrian Li | 16 Sep 16 | 10,000 | 2,570 | 257,000 | 20,000 | 0.014 |
| Character | David Harris | 20 Sep 16 | 4,597 | 435 | 19,997 | 56,000 | 0.265 |
| Character | Mark Dowding (cfo) | 20 Sep 16 | 10,000 | 435 | 43,500 | 83,841 | 0.397 |
| Compass | Stefan Bomhard | 20 Sep 16 | 6,100 | 1,486 | 90,646 | 6,100 | 0.000 |
| Craneware | Keith Neilson (ce) | 19 Sep 16 | 5,388 | 1,200 | 64,656 | 3,509,518 | 13.071 |
| Frenkel Topping | Jason Granite (ch) | 15 Sep 16 | 723,476 | 50 | 361,738 | 13,393,404 | 17.463 |
| Gama Aviation | Nigel Payne | 19 Sep 16 | 15,000 | 165 | 24,750 | 15,000 | 0.034 |
| Green REIT | Jerome Kennedy | 19 Sep 16 | 140,000 | 144 | 201,600 | 150,000 | 0.022 |
| Harwood Wealth Management | Christopher Mills | 21 Sep 16 | 8,148 | 125 | 10,185 | 8,148 | 0.015 |
| Headlam | Steve Wilson (ce) | 15 Sep 16 | 50,000 | 447.125 | 223,563 | 572,065 | 0.676 |
| Hikma Pharmaceuticals | Mazen Darwazah | 21 Sep 16 | 50,000 | 2,138 | 1,069,000 | 7,792,956 | 3.248 |
| Hikma Pharmaceuticals | Said Darwazah (ch & ce) | 21 Sep 16 | 50,000 | 2,138 | 1,069,000 | 13,862,468 | 5.778 |
| Hikma Pharmaceuticals | Mohammed A K S Al-Husry | 21 Sep 16 | 50,000 | 2,138 | 1,069,000 | 6,317,450 | 2.633 |
| Hikma Pharmaceuticals♥ | Mazen Darwazah | 15 Sep 16 | 70,251 | 2,122 | 1,490,726 | 7,692,956 | 3.206 |
| Hikma Pharmaceuticals♥ | Mazen Darwazah | 16 Sep 16 | 50,000 | 2,119 | 1,059,500 | 7,742,956 | 3.227 |
| Hikma Pharmaceuticals♥ | Said Darwazah (ch & ce) | 15 Sep 16 | 70,251 | 2,122 | 1,490,726 | 13,762,468 | 5.736 |
| Hikma Pharmaceuticals ♥ | Said Darwazah (ch & ce) | 16 Sep 16 | 50,000 | 2,119 | 1,059,500 | 13,812,468 | 5.757 |
| Hikma Pharmaceuticals ♥ | Mohammed Al-Husry | 15 Sep 16 | 70,251 | 2,122 | 1,490,726 | 6,217,450 | 2.591 |
| Hikma Pharmaceuticals♥ | Mohammed Al-Husry | 16 Sep 16 | 50,000 | 2,119 | 1,059,500 | 6,267,450 | 2.612 |
| Inspirit Energy | John Gunn (ch & ce) | 16 Sep 16 | 4,000,000 | 0.26 | 10,520 | 374,029,580 | 39.926 |
| McBride | John Coleman (ch) | 21 Sep 16 | 40,000 | 186.5 | 74,600 | 40,000 | 0.022 |
| McColl's Retail | Dr Angus Porter | 21 Sep 16 | 5,814 | 174 | 10,116 | 5,814 | 0.005 |
| New India Investment Trust | Michael Hughes | 19 Sep 16 | 3,905 | 386.5 | 15,093 | 3,905 | 0.007 |
| Norman Broadbent* | Brian Stephens | 20 Sep 16 | 105,263 | 9.5 | 10,000 | 117,955 | 0.283 |
| Norman Broadbent* | James Webber (cfo) | 20 Sep 16 | 105,263 | 9.5 | 10,000 | 145,263 | 0.349 |
| Norman Broadbent* | Mike Brennan (ce) | 20 Sep 16 | 526,315 | 9.5 | 50,000 | 616,315 | 1.480 |
| Polypipe | Ronald Marsh (ch) | 19 Sep 16 | 75,000 | 278.85 | 209,138 | 175,000 | 0.088 |
| Prime People | John Lewis | 19 Sep 16 | 25,250 | 100 | 25,250 | 1,062,000 | 8.652 |
| Real Estate Investors | Marcus Daly (fd) | 16 Sep 16 | 20,000 | 58.5 | 11,700 | 1,540,000 | 0.826 |
| Real Estate Investors | Paul Bassi (ce) | 19 Sep 16 | 20,000 | 58.5 | 11,700 | 10,020,000 | 5.375 |
| Ruffer Investment Co | Christopher Spencer | 19 Sep 16 | 13,150 | 226.5 | 29,785 | 27,307 | 0.018 |
| Ruffer Investment Co | Sarah Evans | 19 Sep 16 | 10,000 | 226.72 | 22,672 | 10,000 | 0.006 |
| Satellite Solutions Worldwide | Andrew Walwyn (ce) | 16 Sep 16 | 322,581 | 7.75 | 25,000 | 49,384,572 | 9.211 |
| Satellite Solutions Worldwide | Frank Waters (cfo) | 16 Sep 16 | 322,581 | 7.75 | 25,000 | 4,155,351 | 0.775 |
| Satellite Solutions Worldwide | Rodger Sargent | 16 Sep 16 | 322,581 | 7.75 | 25,000 | 9,487,668 | 1.770 |
| Satellite Solutions Worldwide | Michael Tobin (ch) | 16 Sep 16 | 130,000 | 7.75 | 10,075 | 1,126,666 | 0.210 |
| Spire Healthcare | John Gildersleeve | 21 Sep 16 | 63,700 | 389.81 | 248,307 | 68,461 | 0.017 |
| Spire Healthcare♥ | John Gildersleeve | 21 Sep 16 | 57,300 | 389.81 | 223,360 | 125,761 | 0.031 |
| Tungsten | David Benello | 21 Sep 16 | 35,000 | 61.25 | 21,438 | 70,000 | 0.056 |
| Tungsten | David Benello | 21 Sep 16 | 35,000 | 61 | 21,350 | 105,000 | 0.083 |
| Tungsten | David Benello | 21 Sep 16 | 35,000 | 60.75 | 21,263 | 35,000 | 0.028 |
| Verseon | Eniko Fodor (cfo) | 19 Sep 16 | 6,000 | 161 | 9,660 | 31,008,486 | 20.482 |
| VPC Specialty Lending Investments♥ | Richard Levy | 19 Sep 16 | 78,300 | 81 | 63,423 | 878,300 | 0.230 |
| Sells | |||||||
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| Abcam♥ | Dr Jonathan Milner | 19 Sep 16 | 150,000 | 803.88 | 1,205,820 | 22,967,004 | 11.324 |
| Abcam♥ | Dr Jonathan Milner | 19 Sep 16 | 160,000 | 803.88 | 1,286,208 | 23,117,004 | 11.398 |
| Abcam♥ | Dr Jonathan Milner | 19 Sep 16 | 1,000,370 | 803.88 | 8,041,774 | 21,994,934 | 10.845 |
| Ashmore | Tom Shippey (fd) | 19 Sep 16 | 215,780 | 341 | 735,810 | 120,000 | 0.017 |
| Fisher (James) & Sons♥ | NP Henry (ce) | 21 Sep 16 | 7,989 | 1,628 | 130,061 | 194,962 | 0.388 |
| Frenkel Topping | Richard Fraser | 15 Sep 16 | 2,700,476 | 50 | 1,350,238 | 1,254,361 | 1.636 |
| Gulf Marine Services | Duncan Anderson (ce) | 19 Sep 16 | 600,000 | 50 | 300,000 | 2,014,622 | 0.577 |
| Gym | Paul Gilbert | 15 Sep 16 | 332,713 | 210 | 698,697 | 887,776 | 0.693 |
| Onesavings Bank | Andy Golding (ce) | 15 Sep 16 | 100,000 | 266.28 | 266,280 | 1,900,000 | 0.782 |
| Onesavings Bank | Andy Golding (ce) | 20 Sep 16 | 112,470 | 266.28 | 299,485 | 1,650,000 | 0.679 |
| Onesavings Bank | Andy Golding (ce) | 19 Sep 16 | 85,395 | 265.11 | 226,391 | 1,762,470 | 0.725 |
| Onesavings Bank | Andy Golding (ce) | 16 Sep 16 | 52,135 | 265.01 | 138,163 | 1,847,865 | 0.760 |
| Regus * | Mark Dixon (ce) | 19 Sep 16 | 37,000,000 | 275 | 101,750,000 | 257,701,874 | 27.741 |
| SThree | Justin Hughes | 15 Sep 16 | 40,000 | 255 | 102,000 | 555,070 | 0.431 |
| Zoopla Property | Alex Chesterman (ce) | 19 Sep 16 | 4,250,000 | 325 | 13,812,500 | 8,519,632 | 2.038 |
*Placing/tender/open offer ♥Spouse/connected party ΩIsa/Sipp/trust | |||||||
