Shares in equipment hire specialist Ashtead (AHT) have gone great guns during the past 12 months, helped most recently by an earnings upgrade in December. Now, the chief executive of its UK A-Plant business, Sat Dhaiwal, has sold almost £4m of shares in the group, retaining 150,000 shares.
IC TIP:
Hold
at
1609p
Ashtead was a major beneficiary of the election of Donald Trump last year, generating around 85 per cent of its revenues in the country. If the president-elect delivers on his ambition to spend up to $1 trillion on upgrading the nation's infrastructure, the construction industry could experience a huge boost in demand. At the time of announcing results in December, management said trading for the 12 months to the end of April this year would be ahead of market expectations. The year got off to a good start after the group reported an uplift in pre-tax profits of almost a quarter during the six months to October in 2016.
| Buys | |||||||
|---|---|---|---|---|---|---|---|
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| Avacta | Michael Albin | 11 Jan 17 | 4,340 | 72 | 3,125 | 8,632 | 0.013 |
| BP♥ | Nils Andersen | 05 Jan 17 | 22,145 | 514.4 | 113,914 | 23,000 | 0.000 |
| Condor Gold | Mark Child (ch & ceo) | 09 Jan 17 | 20,000 | 54 | 10,800 | 3,962,500 | 7.489 |
| e-Therapeutics | Trevor Jones | 10 Jan 17 | 36,917 | 7.45 | 2,750 | 107,497 | 0.040 |
| Henderson European Focus Trust | Robin Archibald | 10 Jan 17 | 2,231 | 1125 | 25,099 | 2,236 | 0.011 |
| hVIVO | Jaime Ellertson (ch) | 09 Jan 17 | 10,114 | 161 | 16,284 | 65,154 | 0.083 |
| hVIVO | Jim Winschel | 09 Jan 17 | 2,484 | 161 | 3,999 | 37,190 | 0.048 |
| Immunodiagnostic Systems Holdings | Till Campe | 11 Jan 17 | 1,500 | 245 | 3,675 | 1,790 | 0.006 |
| Jarvis Securities | Jolyon Head (fd) | 05 Jan 17 | 2,000 | 342 | 6,840 | 33,876 | 0.308 |
| Jersey Electricity | David Padfield | 06 Jan 17 | 1,452 | 415 | 6,026 | 1,452 | 0.012 |
| Jersey Electricity | Christopher Ambler (ceo) | 10 Jan 17 | 2,415 | 414 | 9,998 | 7,520 | 0.065 |
| MS International | Michael O'Connell (fd) | 10 Jan 17 | 30,000 | 165 | 49,500 | 1,584,183 | 9.598 |
| Mercom Capital | Felipe Simonsen | 05 Jan 17 | 18,000 | 50 | 9,000 | 18,000 | 0.048 |
| Mercom Capital | Jean-Pascal Tranié | 06 Jan 17 | 60,000 | 50 | 30,000 | 71,000 | 0.190 |
| Metals Exploration | Jeremy Ayre | 09 Jan 17 | 5,000,000 | 5 | 250,000 | 7,000,000 | 0.338 |
| Next | Frances Salway | 09 Jan 17 | 1,250 | 4050 | 50,625 | 9,040 | 0.006 |
| Northern Petroleum* | Ian Lanaghan | 11 Jan 17 | 210,032 | 3.5 | 7,351 | 427,032 | 0.136 |
| Northern Petroleum* | Keith Bush (ceo) | 11 Jan 17 | 140,735 | 3.5 | 4,926 | 590,735 | 0.188 |
| Northern Petroleum* | Nick Morgan (fd) | 11 Jan 17 | 272,522 | 3.5 | 9,538 | 720,522 | 0.229 |
| Pantheon Resources | Phillip Gobe | 05 Jan 17 | 12,500 | 89.01 | 11,126 | 50,000 | 0.023 |
| Pantheon Resources | Phillip Gobe | 05 Jan 17 | 37,500 | 89 | 33,375 | 37,500 | 0.017 |
| Riverstone Energy | Kenneth Ryan | 05 Jan 17 | 15,000 | 1334.87 | 200,231 | 464,298 | 0.550 |
| Riverstone Energy | Kenneth Ryan | 06 Jan 17 | 15,000 | 1330.82 | 199,623 | 479,298 | 0.567 |
| Riverstone Energy | David Leuschen | 05 Jan 17 | 15,000 | 1334.87 | 200,231 | 5,478,633 | 6.485 |
| Riverstone Energy | David Leuschen | 06 Jan 17 | 15,000 | 1330.82 | 199,623 | 5,493,633 | 6.503 |
| Riverstone Energy | Jeremy Thompson | 06 Jan 17 | 3,751 | 1329.575 | 49,872 | 3,751 | 0.004 |
| Riverstone Energy | Patrick Firth | 09 Jan 17 | 4,000 | 1343 | 53,720 | 8,000 | 0.009 |
| Riverstone Energy | Pierre Lapeyre Jr | 05 Jan 17 | 15,000 | 1334.87 | 200,231 | 5,522,633 | 6.537 |
| Riverstone Energy | Pierre Lapeyre Jr | 06 Jan 17 | 15,000 | 1330.82 | 199,623 | 5,537,633 | 6.555 |
| Riverstone Energy | Claire Whittet | 06 Jan 17 | 2,250 | 1328 | 29,880 | 2,250 | 0.003 |
| Roxi Petroleum♥ | Edmund Limerick | 11 Jan 17 | 530,000 | 9.5 | 50,350 | 2,235,000 | 0.238 |
| Shearwater* | Giles Willits | 09 Jan 17 | 625,000 | 4 | 25,000 | 625,000 | 0.129 |
| Shearwater* | Chris Eadie | 09 Jan 17 | 625,000 | 4 | 25,000 | 5,125,001 | 1.059 |
| Shearwater* | David Williams (ch) | 09 Jan 17 | 15,000,000 | 4 | 600,000 | 96,083,994 | 19.862 |
| Shearwater* | Mo Stevens (ceo) | 09 Jan 17 | 625,000 | 4 | 25,000 | 625,000 | 0.129 |
| Shearwater* | Robin Southwell | 09 Jan 17 | 625,000 | 4 | 25,000 | 625,000 | 0.129 |
| Shearwater* | Stephen Ball | 09 Jan 17 | 625,000 | 4 | 25,000 | 625,000 | 0.129 |
| Sirius Real Estate | Andrew Coombs (ceo) | 06 Jan 17 | 42,500 | 54 | 22,950 | 4,374,352 | 0.515 |
| Sirius Real Estate | Alistair Marks (cfo) | 11 Jan 17 | 92,000 | 54 | 49,680 | 2,434,798 | 0.287 |
| Strategic Minerals | Peter Wale | 06 Jan 17 | 500,000 | 0.4999 | 2,500 | 46,364,000 | 3.805 |
| Strategic Minerals | Peter Wale | 06 Jan 17 | 1,000,000 | 0.473 | 4,730 | 1,000,000 | 0.082 |
| Strategic Minerals | Peter Wale | 06 Jan 17 | 1,000,000 | 0.4889 | 4,889 | 2,000,000 | 0.164 |
| Topps Tiles | Rob Parker (fd) | 10 Jan 17 | 65,000 | 86.5 | 56,225 | 377,895 | 0.197 |
| Trinity Exploration & Production* | Bruce Dingwall (ch) | 11 Jan 17 | 6,400,000 | 4.98 | 318,720 | 12,215,498 | 4.326 |
| UIL | David Shillson | 09 Jan 17 | 4,968 | 159 | 7,899 | 41,458 | 0.046 |
| UIL | Warren McLeland | 09 Jan 17 | 4,968 | 159 | 7,899 | 28,847 | 0.032 |
| UIL | Alison Hill | 09 Jan 17 | 4,968 | 159 | 7,899 | 4,968 | 0.006 |
| VPC Specialty Lending Investments♥ | Richard Levy | 09 Jan 17 | 76,862 | 79 | 60,721 | 1,197,050 | 0.315 |
| Zenith Energy | Andrea Cattaneo (ceo) | 11 Jan 17 | 100,000 | 8 | 8,000 | 1,547,485 | 1.570 |
| Sells | |||||||
|---|---|---|---|---|---|---|---|
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| AB Dynamics♥ | Timothy Rogers (ceo) | 05 Jan 17 | 10,000 | 545 | 54,500 | 398,953 | 2.087 |
| Ashtead | Sat Dhaiwal | 09 Jan 17 | 248,375 | 1585.32 | 3,937,539 | 150,000 | 0.030 |
| Eco Animal Health | Peter Lawrence (ch) | 11 Jan 17 | 150,000 | 510 | 765,000 | 9,648,477 | 14.847 |
| GVC Holdings♥ | Norbert Teufelberger | 05 Jan 17 | 500,000 | 644.528 | 3,222,640 | 1,455,276 | 0.498 |
| GVC Holdings♥ | Norbert Teufelberger | 05 Jan 17 | 800,000 | 644.528 | 5,156,224 | 1,955,276 | 0.668 |
| NMC Health | H Tompkins (ch) | 11 Jan 17 | 1,000 | 1647.744 | 16,477 | 24,083 | 0.012 |
| *Placing/tender/open offer ♥Spouse/connected party | |||||||
