The market hasn't taken too kindly to Dunelm's (DNLM) decision to buy online group Worldstores, especially as absorbing the new business hasn't been without its complications. By taking action to improve the Worldstores supply chain and fulfil outstanding orders to existing customers, losses are expected to escalate in the short term. This seems to have put investors' noses out of joint as fears mount about a tricky retail environment this year.
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Chairman Andy Harrison is doing his best to shore up confidence in the meantime by ploughing close to another £200,000 into his stake in the group. He was followed by non-executive directors William Reeve and Marion Sears, who also both added to their portfolios, albeit via smaller transactions.
Buys | |||||||
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Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
Ascent Resources* | Colin Hutchinson (ceo) | 13 Feb 17 | 270,270 | 1.85 | 5,000 | 270,270 | 0.018 |
Associated British Foods♥ | Charles Sinclair (ch) | 09 Feb 17 | 2,000 | 2,479 | 49,580 | 18,000 | 0.002 |
Associated British Foods | Ruth Cairnie | 09 Feb 17 | 602 | 2,493 | 15,008 | 2,124 | 0.000 |
Associated British Foods♥ | Ruth Cairnie | 09 Feb 17 | 876 | 2,489 | 21,804 | 3,000 | 0.000 |
Avon Rubber♥ | Paul Rayner | 15 Feb 17 | 150 | 994 | 1,491 | 6,850 | 0.022 |
Avon Rubber♥ | Paul Rayner | 15 Feb 17 | 150 | 994 | 1,491 | 7,000 | 0.023 |
Avon Rubber♥ | Paul Rayner | 15 Feb 17 | 150 | 994 | 1,491 | 7,150 | 0.023 |
Avon Rubber♥ | Paul Rayner | 15 Feb 17 | 350 | 994 | 3,479 | 6,700 | 0.022 |
Avon Rubber♥ | Paul Rayner | 15 Feb 17 | 1,700 | 994 | 16,898 | 6,350 | 0.020 |
Balfour Beatty | Stuart Doughty | 10 Feb 17 | 4,550 | 271.2 | 12,340 | 4,550 | 0.001 |
Benchmark Holdings | Kevin Quinn | 15 Feb 17 | 25,000 | 94.04 | 23,510 | 25,000 | 0.005 |
Blenheim Natural Resources♥ | Chris Ells (ch) | 10 Feb 17 | 1,500,000 | 0.777 | 11,655 | 11,410,000 | 2.863 |
British Empire Trust | Nigel Rich | 15 Feb 17 | 3,000 | 665.75 | 19,973 | 18,000 | 0.015 |
Conviviality | Martin Newman | 09 Feb 17 | 5,475 | 271.56 | 14,868 | 34,164 | 0.020 |
Diageo | J Ferrán (ch) | 10 Feb 17 | 369 | 2245 | 8,284 | 31,869 | 0.001 |
Dunelm | Andy Harrison (ch) | 09 Feb 17 | 31,527 | 624.705 | 196,951 | 139,660 | 0.069 |
Dunelm | William Reeve | 10 Feb 17 | 2,000 | 626 | 12,520 | 7,000 | 0.003 |
Dunelm | Marion Sears | 10 Feb 17 | 3,687 | 650.37 | 23,979 | 105,000 | 0.052 |
Electrocomponents | Karen Guerra | 14 Feb 17 | 5,226 | 479 | 25,033 | 21,251 | 0.005 |
Frontier Developments | Charles Cotton | 10 Feb 17 | 20,482 | 285 | 58,374 | 39,339 | 0.115 |
Georgian Mining Corp | Gregory Kuenzel (ceo) | 15 Feb 17 | 100,000 | 9.875 | 9,875 | 347,467 | 0.432 |
Georgian Mining Corp | Roderick McIllree | 15 Feb 17 | 320,000 | 9.06 | 28,992 | 1,543,764 | 1.920 |
Georgian Mining Corp | Roderick McIllree | 15 Feb 17 | 500,000 | 9.825 | 49,125 | 1,223,764 | 1.522 |
Grainger | Mark Clare (ch) | 10 Feb 17 | 100,000 | 247.6928 | 247,693 | 100,000 | 0.024 |
Hargreave Hale AIM VCT 1* | Oliver Bedford | 14 Feb 17 | 3,182 | 80.12 | 2,549 | 3,182 | 0.004 |
Hargreave Hale AIM VCT 2* | Oliver Bedford | 14 Feb 17 | 2,245 | 113.58 | 2,550 | 2,245 | 0.006 |
Henderson | Andrew Formica (ceo) | 09 Feb 17 | 600,000 | 210.93 | 1,265,580 | 9,870,495 | 0.872 |
Henderson | Richard Gillingwater (ch) | 09 Feb 17 | 21,114 | 211.2 | 44,593 | 36,114 | 0.003 |
Kromek* | Graeme Speirs | 13 Feb 17 | 7,500,000 | 20 | 1,500,000 | 23,768,415 | 9.176 |
Kromek* | Derek Bulmer (cfo) | 13 Feb 17 | 23,934 | 20 | 4,787 | 63,934 | 0.025 |
Kromek* | Derek Bulmer (cfo) | 13 Feb 17 | 60,000 | 20 | 12,000 | 100,000 | 0.065 |
Kromek* | Lawrence Kinet | 13 Feb 17 | 50,000 | 20 | 10,000 | 200,000 | 0.077 |
Kromek* | Sir Peter Williams (ch) | 13 Feb 17 | 14,814 | 20 | 2,963 | 44,814 | 0.017 |
Kromek | Sir Peter Williams (ch) | 13 Feb 17 | 35,186 | 22.19 | 7,808 | 80,000 | 0.031 |
Kromek* | Sir Peter Williams (ch) | 13 Feb 17 | 50,000 | 20 | 10,000 | 30,000 | 0.019 |
Pacific Assets Trust | Robert Talbut | 13 Feb 17 | 4,882 | 238.25 | 11,631 | 9,611 | 0.008 |
Pets at Home | Dennis Millard | 10 Feb 17 | 5,673 | 188.6 | 10,699 | 30,000 | 0.006 |
Phoenix Holdings | Wendy Mayall | 14 Feb 17 | 10,000 | 761.03 | 76,103 | 10,000 | 0.003 |
Ramsdens Holdings | Simon Herrick | 15 Feb 17 | 19,950 | 100 | 19,950 | 19,950 | 0.065 |
Sirius Real Estate | Andrew Coombs (ceo) | 09 Feb 17 | 12,200 | 59 | 7,198 | 4,411,053 | 0.518 |
Standard Life Equity Income Trust | Richard Burns (ch) | 14 Feb 17 | 25,000 | 409.5 | 102,375 | 246,000 | 0.500 |
Stewart & Wight | Robert Foux | 13 Feb 17 | 1,000 | 475 | 4,750 | 4,630 | 0.295 |
Strategic Equity Capital | William Barlow | 10 Feb 17 | 10,000 | 200.828 | 20,083 | 10,000 | 0.014 |
Tate & Lyle♥ | Gerry Murphy | 10 Feb 17 | 10,000 | 716.86 | 71,686 | 10,000 | 0.002 |
Touchstar | Ian Martin (ch) | 14 Feb 17 | 10,000 | 88 | 8,800 | 320,250 | 5.076 |
Upland Resources♥ | Bolhassan Di | 14 Feb 17 | 2,500,000 | 1.25 | 31,250 | 9,346,160 | 2.439 |
VPC Specialty Lending Investments♥ | Richard Levy | 10 Feb 17 | 77,575 | 78 | 60,509 | 1,274,625 | 0.336 |
Sells | |||||||
---|---|---|---|---|---|---|---|
Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
Cropper (James)♥ | Phil Wild (ceo) | 09 Feb 17 | 790 | 1,402.5 | 11,080 | 5,052 | 0.053 |
Cropper (James) | Phil Wild (ceo) | 09 Feb 17 | 1,300 | 1,402.5 | 18,233 | 5,842 | 0.062 |
Mattioli Woods | Murray Smith | 09 Feb 17 | 20,000 | 771 | 154,200 | 88,136 | 0.345 |
Paragon Group of Companies (The) | Alan Fletcher | 15 Feb 17 | 19,993 | 441.3265 | 88,234 | 100,000 | 0.036 |
Renew Holdings♥ | John Samuel (fd) | 09 Feb 17 | 3,000 | 447.5604 | 13,427 | 262,548 | 0.419 |
Royal Dutch Shell | Simon Henry (cfo) | 15 Feb 17 | 50,000 | 2,285 | 1,142,500 | 312,529 | 0.008 |
SThree | Steve Quinn | 13 Feb 17 | 50,000 | 324 | 162,000 | 321,691 | 0.248 |
*Placing/tender/open offer ♥Spouse/connected party |