With 80 per cent of sales stemming from its business-to-business operations (B2B), Experian (EXPN) saw 9 per cent organic revenue growth in B2B in FY2019 on the back of good take-up rates for new sources of data and product innovations. Expanding its Asia-Pacific footprint, the group signed new commercial agreements with two of the fastest growing credit comparison sites in Indonesia, the Philippines and Malaysia.
IC TIP:
Buy
at
2,412p
Against this backdrop, we’re not overly concerned that outgoing chairman Don Robert offloaded 550,000 shares worth £13.3m on 20 June. Having become chairman of the London Stock Exchange (LSEG) on 1 May, Mr Robert will be replaced by Mike Rogers (currently an independent non-executive director) following Experian’s annual meeting on 24 July. Mr Robert has retained 648,435 shares. An Experian spokesperson attributed the sale to “personal financial planning”.
| Buys | |||||||
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| Anglo American | Stuart Chambers (ch) | 20 Jun 2019 | 4,650 | 2,156.50 | 100,277 | 7,802 | 0.001 |
| Ashtead | Angus Cockburn | 21 Jun 2019 | 1,000 | 2,160 | 21,600 | 1,000 | 0.000 |
| Ashtead | Paul Walker (ch) | 21 Jun 2019 | 14,000 | 2,163 | 302,820 | 14,000 | 0.003 |
| Ashtead | Lindsley Ruth | 24 Jun 2019 | 2,250 | 2,202 | 49,545 | 2,250 | 0.000 |
| Bango | Ray Anderson (ceo) | 24 Jun 2019 | 20,909 | 80 | 16,727 | 6,593,725 | 9.359 |
| BBGI SICAV SA | Sarah Whitney | 21 Jun 2019 | 25,000 | 152.7 | 38,175 | 25,000 | 0.004 |
| BT | Allison Kirkby | 21 Jun 2019 | 25,000 | 203 | 50,750 | 25,000 | 0.000 |
| Burberry | Julie Brown (cfo and coo) | 21 Jun 2019 | 24,051 | 1,774.50 | 426,785 | 105,693 | 0.026 |
| Dixons Carphone | Fiona McBain | 21 Jun 2019 | 9,000 | 111.2826 | 10,015 | 28,129 | 0.002 |
| Dixons Carphone | Tony DeNunzio | 21 Jun 2019 | 100,000 | 113.3847 | 113,385 | 200,000 | 0.017 |
| Dixons Carphone | Alex Baldock (ceo) | 21 Jun 2019 | 150,000 | 113.72 | 170,580 | 375,533 | 0.032 |
| Dixons Carphone | Eileen Burbidge | 21 Jun 2019 | 4,200 | 113.72 | 4,776 | 4,200 | 0.000 |
| Dixons Carphone | Ian Livingston (ch) | 21 Jun 2019 | 100,000 | 113.72 | 113,720 | 205,631 | 0.018 |
| Dixons Carphone | Jonathan Mason (cfo) | 21 Jun 2019 | 75,000 | 113.72 | 85,290 | 175,000 | 0.015 |
| Dixons Carphone | Andrea Joosen | 21 Jun 2019 | 4,800 | 114 | 5,472 | 24,976 | 0.002 |
| Dixons Carphone | Gerry Murphy | 21 Jun 2019 | 50,000 | 114.9 | 57,450 | 100,000 | 0.009 |
| Drax | John Baxter | 26 Jun 2019 | 7,000 | 269 | 18,830 | 10,000 | 0.003 |
| EMIS | Andrew Thorburn (ceo) | 21 Jun 2019 | 5,000 | 1,207.20 | 60,360 | 32,315 | 0.051 |
| EnQuest♥ | Amjad Bseisu (ceo) | 21 Jun 2019 | 505,287 | 19.3 | 97,520 | 163,290,650 | 9.637 |
| Ergomed | Miroslav Reljanovic (ch) | 24 Jun 2019 | 200,000 | 303 | 606,000 | 11,155,767 | 23.970 |
| Everyman Media | Paul Wise (ch) | 20 Jun 2019 | 10,000 | 168 | 16,800 | 2,756,752 | 3.811 |
| Experian | Ruba Borno | 21 Jun 2019 | 922 | 2,423.74 | 22,347 | 2,009 | 0.000 |
| GB | Christopher Clark (ceo) | 25 Jun 2019 | 54,626 | 517 | 282,416 | 183,150 | 0.095 |
| IWG♥ | Mark Dixon (ceo) | 24 Jun 2019 | 207,039 | 338.8 | 701,448 | 244,353,671 | 27.289 |
| Marlowe | Kevin Quinn (ch) | 24 Jun 2019 | 11,200 | 445 | 49,840 | 11,200 | 0.027 |
| Nanoco | Alison Fielding | 26 Jun 2019 | 119,261 | 12.6475 | 15,084 | 210,586 | 0.074 |
| Nanoco | Michael Edelman (ceo) | 26 Jun 2019 | 198,000 | 12.71 | 25,166 | 1,324,734 | 0.463 |
| Nanoco | Brian Tenner (cfo and coo) | 26 Jun 2019 | 379,689 | 13.1 | 49,739 | 538,232 | 0.188 |
| Nanoco | Nigel Pickett | 26 Jun 2019 | 189,425 | 13.12 | 24,853 | 11,074,119 | 3.869 |
| Nanoco | Christopher Richards (ch) | 26 Jun 2019 | 350,000 | 13.3 | 46,550 | 635,496 | 0.222 |
| Non-Standard Finance | Heather McGregor | 25 Jun 2019 | 40,000 | 32.98 | 13,192 | 132,700 | 0.043 |
| Non-Standard Finance | Miles Cresswell-Turner | 25 Jun 2019 | 70,000 | 33.88 | 23,716 | 1,003,780 | 0.322 |
| Non-Standard Finance♥ | Miles Cresswell-Turner | 25 Jun 2019 | 24,000 | 33.984 | 8,156 | 1,027,780 | 0.329 |
| Petropavlovsk | Harry Kenyon-Slaney | 25 Jun 2019 | 250,000 | 9.95 | 24,875 | 250,000 | 0.008 |
| Petropavlovsk | Robert Jenkins | 25 Jun 2019 | 250,000 | 9.98 | 24,950 | 250,000 | 0.008 |
| Playtech | John Krumins | 26 Jun 2019 | 4,250 | 404 | 17,170 | 4,250 | 0.001 |
| Playtech | John Krumins | 26 Jun 2019 | 3,500 | 406 | 14,210 | 7,750 | 0.003 |
| Playtech | John Jackson | 26 Jun 2019 | 5,000 | 408.947 | 20,447 | 5,000 | 0.002 |
| Provident Financial | Graham Lindsay | 24 Jun 2019 | 9,771 | 407.19 | 39,787 | 9,771 | 0.004 |
| Provident Financial | Elizabeth Chambers | 26 Jun 2019 | 12,000 | 419.9 | 50,388 | 12,000 | 0.005 |
| Provident Financial | Paul Hewitt | 21 Jun 2019 | 11,569 | 432.2 | 50,001 | 21,057 | 0.008 |
| Seneca Global Income & Growth Trust♥ | James McCulloch | 21 Jun 2019 | 25,000 | 176.09 | 44,023 | 120,000 | 0.247 |
| Volvere† | Jonathan Lander (ceo) | 20 Jun 2019 | 7,287 | 1,215 | 88,537 | 240,037 | 13.090 |
| Volvere† | Nicholas Lander (cfo and coo) | 20 Jun 2019 | 7,287 | 1,215 | 88,537 | 131,947 | 7.190 |
| Sells | |||||||
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| Derwent London | Simon Silver | 20 Jun 2019 | 25,000 | 3,138.21 | 784,552 | 138,954 | 0.124 |
| EVRAZ♥ | Alexander Abramov (ch) | 20 Jun 2019 | 8,284,638 | 635 | 52,607,451 | 281,870,003 | 19.410 |
| EVRAZ♥ | Alexander Frolov (ceo) | 20 Jun 2019 | 4,165,362 | 635 | 26,450,049 | 140,723,705 | 9.690 |
| EVRAZ♥ | Eugene Shvidler | 20 Jun 2019 | 1,182,750 | 635 | 7,510,463 | 40,488,242 | 2.790 |
| Experian | Don Robert (ch) | 20 Jun 2019 | 550,000 | 2,422.71 | 13,324,911 | 648,435 | 0.071 |
| Trainline | Douglas McCallum (ch) | 26 Jun 2019 | 1,876,006 | 350 | 6,566,021 | 3,484,012 | 0.700 |
| Trainline | Shaun McCabe (cfo) | 26 Jun 2019 | 1,406,934 | 350 | 4,924,269 | 2,612,879 | 0.500 |
| Trainline | Clare Gilmartin (ceo) | 26 Jun 2019 | 4,584,136 | 350 | 16,044,476 | 8,513,397 | 1.800 |
| Volvere† | David Buchler (ch) | 20 Jun 2019 | 84,893 | 1,215 | 1,031,450 | 45,000 | 2.450 |
| *Placing/tender/open offer ♥Spouse/connected party | |||||||
| †Volvere repurchased 70,319 shares at 1,215p each. The company's purchase and Mr Buchler's sale represent a related party transaction | |||||||
