Despite concerns over slowing growth rates at online takeaway service Just Eat (JE.), the shares show no sign of losing their current momentum. Up 45 per cent over the past 12 months, it's perhaps no surprise to see STM Fidecs Trust Company - in which non-executive director Frederic Coorevits is beneficially interested - taking advantage and reducing its stake in the business. The investor offloaded a whopping 17m shares, in turn netting itself £102m. Following the transaction, it remains in control of just north of 15 per cent of the company.
Recent first-quarter numbers showed a 46 per cent improvement in revenues to £119m, with a like-for-like growth rate of 40 per cent. Total orders rose 45 per cent on a like-for-like basis, while UK orders alone grew 17 per cent.
Buys | |||||||
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Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
3i | Simon Borrows (ceo) | 18 May 17 | 250,000 | 834.8 | 2,087,000 | 12,027,499 | 1.236 |
3i | Caroline Banszky | 18 May 17 | 3,000 | 838 | 25,140 | 12,995 | 0.001 |
Anglo Pacific | Robert Stan | 23 May 17 | 8,000 | 118 | 9,440 | 155,540 | 0.086 |
BCA Marketplace | James Corsellis | 18 May 17 | 9,000,000 | 205 | 18,450,000 | 9,000,000 | 1.153 |
BCA Marketplace | James Corsellis | 19 May 17 | 520,837 | 206 | 1,072,924 | 11,562,524 | 1.482 |
BCA Marketplace | James Corsellis | 19 May 17 | 2,041,687 | 207 | 4,226,292 | 11,041,687 | 1.415 |
BCA Marketplace | Mark Brangstrup Watts | 18 May 17 | 9,000,000 | 205 | 18,450,000 | 9,000,000 | 1.153 |
BCA Marketplace | Mark Brangstrup Watts | 19 May 17 | 520,837 | 206 | 1,072,924 | 11,562,524 | 1.482 |
BCA Marketplace | Mark Brangstrup Watts | 19 May 17 | 2,041,687 | 207 | 4,226,292 | 11,041,687 | 1.415 |
Better Capital | Jonathan Moulton | 19 May 17 | 2,000,000 | 26.1 | 522,000 | 27,723,809 | 13.407 |
Burberry | Julie Brown (cfo) | 19 May 17 | 9,621 | 1,724.89 | 165,952 | 9,621 | 0.002 |
CYBG | Fiona MacLeod | 19 May 17 | 7,000 | 274.064 | 19,184 | 7,000 | 0.001 |
Cairn Energy | Iain McLaren | 19 May 17 | 25,000 | 209.3311 | 52,333 | 32,878 | 0.006 |
Condor Gold | Jim Mellon | 22 May 17 | 10,000 | 59 | 5,900 | 1,266,108 | 2.063 |
Condor Gold | Jim Mellon | 23 May 17 | 90,000 | 60 | 54,000 | 1,356,108 | 2.210 |
Driver | Peter Collini | 23 May 17 | 50,000 | 50 | 25,000 | 50,000 | 0.094 |
HSBC | Jonathan Evans | 19 May 17 | 2,239 | 666 | 14,912 | 12,892 | 0.000 |
HarbourVest Global Private Equity | Brooks Zug | 18 May 17 | 21,000 | 1,300 | 273,000 | 21,000 | 0.026 |
Hargreaves Lansdown | Philip Johnson (cfo) | 18 May 17 | 14,872 | 1,338 | 198,987 | 30,612 | 0.006 |
Harworth♥ | Owen Michaelson (ceo) | 24 May 17 | 20,000 | 100 | 20,000 | 206,463 | 0.064 |
Harworth | Owen Michaelson (ceo) | 24 May 17 | 40,000 | 100 | 40,000 | 186,463 | 0.058 |
Hogg Robinson | Mark Whiteling | 24 May 17 | 25,000 | 70 | 17,500 | 125,000 | 0.038 |
Hogg Robinson | Mark Whiteling | 24 May 17 | 25,000 | 70.75 | 17,688 | 100,000 | 0.031 |
MJ Gleeson♥ | Jolyon Harrison (ceo) | 22 May 17 | 1,500 | 622 | 9,330 | 1,734,095 | 3.204 |
Marston's | Edward Roberts | 18 May 17 | 25,000 | 137.9 | 34,475 | 25,000 | 0.004 |
North Atlantic Smaller Companies Inv Trust | Greville Howard | 23 May 17 | 1,982 | 2757 | 54,644 | 5,000 | 0.035 |
Pantheon Resources | Philip Gobe | 23 May 17 | 25,000 | 74.98 | 18,745 | 75,000 | 0.035 |
Plant Health Care♥ | Richard Webb | 23 May 17 | 80,825 | 30 | 24,248 | 949,225 | 0.642 |
Plant Health Care | Richard Webb | 23 May 17 | 106,530 | 30 | 31,959 | 868,400 | 0.587 |
RPS | Kenneth Lever (ch) | 19 May 17 | 40,000 | 268.9614 | 107,585 | 40,000 | 0.018 |
Ranger Direct Lending Fund | Christopher Waldron (ch) | 23 May 17 | 1,039 | 857.075 | 8,905 | 2,000 | 0.012 |
Rotork♥ | Jonathan Davis (fd) | 19 May 17 | 3,054 | 235.5 | 7,192 | 209,967 | 0.024 |
Rotork♥ | Peter France (ceo) | 19 May 17 | 7,486 | 235.5 | 17,630 | 632,635 | 0.073 |
Spirent Communications | Bill Thomas (ch) | 19 May 17 | 25,486 | 117.71 | 30,000 | 25,486 | 0.004 |
Stock Spirits | Randy Pankevicz | 23 May 17 | 15,000 | 162.974 | 24,446 | 15,000 | 0.008 |
TP ICap | David Shalders | 19 May 17 | 4,202 | 473.24 | 19,886 | 4,202 | 0.001 |
Tesco | Lindsey Pownall | 22 May 17 | 20,000 | 185.1 | 37,020 | 20,000 | 0.000 |
Wolseley♥ | Darren Shapland | 23 May 17 | 100 | 4928 | 4,928 | 2,100 | 0.001 |
Zegona Communications | Murray Scott | 18 May 17 | 10,000 | 158.5 | 15,850 | 50,000 | 0.026 |
Zegona Communications | Robert Samuelson | 18 May 17 | 12,500 | 157.5 | 19,688 | 801,502 | 0.409 |
Sells | |||||||
---|---|---|---|---|---|---|---|
Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
City of London Investment Group | Barry Olliff (ceo) | 24 May 17 | 225,000 | 400 | 900,000 | 2,500,186 | 9.289 |
Directa Plus | David Gann | 22 May 17 | 5,560 | 72.5 | 4,031 | 17,740 | 0.040 |
Gamma Communications | Andrew Stone | 19 May 17 | 51,500 | 574.4369 | 295,835 | 729,000 | 0.782 |
Gear4music* | Andrew Wass (ceo) | 24 May 17 | 725,000 | 690 | 5,002,500 | 7,161,993 | 34.322 |
Gear4music* | Chris Scott (cfo) | 24 May 17 | 30,000 | 690 | 207,000 | 90,462 | 0.434 |
Gear4music* | Dean Murray | 24 May 17 | 50,000 | 690 | 345,000 | 199,520 | 0.956 |
Gear4music* | Gareth Bevan | 24 May 17 | 34,000 | 690 | 234,600 | 100,382 | 0.481 |
Hammerson | Jean-Philippe Mouton | 18 May 17 | 59,791 | 579 | 346,190 | 284,090 | 0.036 |
IQE | Howard Williams | 19 May 17 | 1,900,000 | 68.29 | 1,297,510 | 2,392,965 | 0.352 |
IQE | Phillip Rasmussen (fd) | 19 May 17 | 1,900,000 | 68.29 | 1,297,510 | 1,573,357 | 0.232 |
Just Eat♥ | Frederic Coorevits | 22 May 17 | 17,000,000 | 600 | 102,000,000 | 104,972,442 | 15.459 |
Paragon Group of Companies (The) | Hugo Tudor | 23 May 17 | 105,000 | 475.88 | 499,674 | 355,000 | 0.130 |
Paragon Group of Companies (The) | Hugo Tudor | 24 May 17 | 20,000 | 471.83 | 94,366 | 310,000 | 0.114 |
Paragon Group of Companies (The) | Hugo Tudor | 24 May 17 | 25,000 | 470.33 | 117,583 | 330,000 | 0.121 |
Sophos | Kris Hagerman (ceo) | 19 May 17 | 113,621 | 401.35 | 456,018 | 1,964,670 | 0.425 |
Sophos | Nick Bray (cfo) | 19 May 17 | 800,000 | 399.74 | 3,197,920 | 276,909 | 0.060 |
The Property Franchise Group | David Raggett (cfo) | 24 May 17 | 150,000 | 154.535 | 231,803 | 25,000 | 0.098 |
*Pacing/tender/open offer ♥Spouse/connected party |