As more and more investors have bought in to the hot-take-du-jour that "data is the new oil" – in other words, that personal data has become the world’s most valuable commodity – companies that hold and are able to process data effectively have become increasingly attractive. Experian has been a major beneficiary, with its shares climbing 25 per cent since we tipped them in February (Buy, 1,558p, 22 Feb 2018).
IC TIP:
Buy
at
1941p
Given the rapid rise, it's hardly surprising to see some directors banking some gains. Zoe Pitchford, wife of finance director Lloyd Pitchford, sold 10,000 shares in mid August. And while a windfall of more than £190,000 shouldn't be sniffed at, it’s important it's viewed in context. Mr Pitchford still owns close to 700,000 shares in the group, so a disposal of this size shouldn't ring alarm bells.
| Buys | |||||||
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| AdEPT Telecom | Ian Fishwick (ceo) | 20 Aug 18 | 10,196 | 373 | 38,031 | 708,760 | 2.990 |
| Berkeley Energia♥ | Nigel Jones | 20 Aug 18 | 35,000 | 44 | 15,400 | 35,000 | 0.014 |
| Brunner Investment Trust (The) | Ian Barlow | 16 Aug 18 | 4,000 | 783 | 31,320 | 61,059 | 0.143 |
| Deltex Medical | Nigel Keen (ch) | 21 Aug 18 | 2,000,000 | 0.8 | 16,000 | 50,223,410 | 10.194 |
| Deltex Medical | Nigel Keen (ch) | 21 Aug 18 | 1,000,000 | 0.85 | 8,500 | 51,223,410 | 10.397 |
| Deltex Medical | Nigel Keen (ch) | 22 Aug 18 | 1,000,000 | 0.9 | 9,000 | 52,223,410 | 10.600 |
| Goals Soccer Centres♥ | Christopher Mills | 17 Aug 18 | 25,000 | 69 | 17,250 | 14,058,000 | 18.690 |
| Goals Soccer Centres♥ | Christopher Mills | 17 Aug 18 | 25,000 | 69 | 17,250 | 14,083,000 | 18.724 |
| Goals Soccer Centres♥ | Christopher Mills | 20 Aug 18 | 50,000 | 69 | 34,500 | 14,133,000 | 18.790 |
| Goals Soccer Centres♥ | Christopher Mills | 20 Aug 18 | 50,000 | 69 | 34,500 | 14,183,000 | 18.857 |
| Horizonte Minerals | Allan Walker | 17 Aug 18 | 205,479 | 3.65 | 7,500 | 705,479 | 0.049 |
| Intermediate Capital | Kathryn Purves | 17 Aug 18 | 8,500 | 1011 | 85,935 | 10,737 | 0.004 |
| Intermediate Capital | Rusty Nelligan | 16 Aug 18 | 12,000 | 1,017.44 | 122,093 | 118,042 | 0.041 |
| Invesco Asia Trust | Neil Rogan (ch) | 16 Aug 18 | 20,000 | 274.561 | 54,912 | 30,000 | 0.042 |
| Invesco Asia Trust | Owen Jonathan | 17 Aug 18 | 12,511 | 277.75 | 34,749 | 38,344 | 0.054 |
| KAZ Minerals | Andrew Southam (ceo) | 17 Aug 18 | 8,417 | 472.7 | 39,787 | 212,443 | 0.046 |
| KAZ Minerals♥ | Charles Watson | 22 Aug 18 | 2,063 | 474 | 9,779 | 5,388 | 0.001 |
| KAZ Minerals | Andrew Southam (ceo) | 20 Aug 18 | 8,038 | 494.98 | 39,786 | 220,481 | 0.048 |
| KAZ Minerals | Michael Lynch-Bell | 17 Aug 18 | 4,000 | 499.76 | 19,990 | 11,000 | 0.002 |
| KAZ Minerals | Alison Baker | 17 Aug 18 | 3,500 | 535.74 | 18,751 | 3,500 | 0.001 |
| KAZ Minerals | Lynda Armstrong | 16 Aug 18 | 2,500 | 566.264 | 14,157 | 6,500 | 0.001 |
| KAZ Minerals♥ | Charles Watson | 16 Aug 18 | 3,325 | 588.4 | 19,564 | 8,481 | 0.002 |
| Lakehouse | Robert Holt | 18 Aug 18 | 100,000 | 41.25 | 41,250 | 100,000 | 0.063 |
| LondonMetric Property | Suzanne Avery | 17 Aug 18 | 20,000 | 182.8 | 36,560 | 22,750 | 0.003 |
| Low & Bonar | Philip de Klerk | 17 Aug 18 | 100,000 | 49.7 | 49,700 | 100,000 | 0.030 |
| Macau Property Opportunities Fund♥ | Thomas Ashworth | 22 Aug 18 | 717,445 | 180 | 1,291,401 | 11,341,960 | 18.342 |
| Mothercare♥ | Mark Newton-Jones (ceo) | 21 Aug 18 | 201,305 | 24.59 | 49,501 | 2,259,857 | 1.323 |
| Ocado♥ | Luke Jensen | 16 Aug 18 | 5,000 | 1,041.50 | 52,075 | 12,439 | 0.002 |
| Plus500 | Daniel King | 22 Aug 18 | 3,029 | 1650 | 49,979 | 27,169 | 0.024 |
| Pressure Technologies | Neil MacDonald | 16 Aug 18 | 40,000 | 121 | 48,400 | 45,200 | 0.243 |
| Pressure Technologies | Brian Newman | 20 Aug 18 | 9,470 | 131 | 12,406 | 9,470 | 0.051 |
| Rainbow Rare Earths* | Martin Eales (ceo) | 16 Aug 18 | 83,333 | 12 | 10,000 | 2,340,632 | 1.246 |
| Rainbow Rare Earths* | Atul Bali | 16 Aug 18 | 416,667 | 12 | 50,000 | 1,569,105 | 0.835 |
| Rainbow Rare Earths* | Robert Sinclair | 16 Aug 18 | 291,626 | 12 | 34,995 | 4,262,872 | 2.269 |
| Serco | Rupert Soames (ceo) | 22 Aug 18 | 128,530 | 97.9185 | 125,855 | 1,844,751 | 0.168 |
| Solo Oil* | Alastair Ferguson (ch) | 16 Aug 18 | 6,666,667 | 2.25 | 150,000 | 13,333,334 | 2.302 |
| Solo Oil* | Jonathan Fitzpatrick | 16 Aug 18 | 1,822,222 | 2.25 | 41,000 | 23,488,221 | 4.055 |
| Spectris | Karim Bitar | 17 Aug 18 | 650 | 2,306.24 | 14,991 | 650 | 0.001 |
| Standard Life Aberdeen | Kevin Parry | 17 Aug 18 | 4,185 | 318.19 | 13,316 | 89,246 | 0.003 |
| Standard Life Aberdeen | Kevin Parry | 17 Aug 18 | 9,283 | 318.36 | 29,553 | 85,061 | 0.003 |
| Standard Life Aberdeen | Kevin Parry | 17 Aug 18 | 11,532 | 318.78 | 36,762 | 75,778 | 0.003 |
| Tiziana Life Sciences♥ | Gabriele Cerrone (ch) | 16 Aug 18 | 412,914 | 45.1 | 186,224 | 64,093,318 | 50.496 |
| Tiziana Life Sciences♥ | Gabriele Cerrone (ch) | 16 Aug 18 | 23,453 | 48 | 11,257 | 64,116,771 | 50.515 |
| Verona Pharma | David Ebsworth (ch) | 16 Aug 18 | 12,000 | 120 | 14,400 | 147,787 | 0.141 |
| Volex♥ | Nathaniel Rothschild (ch & ceo) | 21 Aug 18 | 10,000 | 74 | 7,400 | 34,680,309 | 38.426 |
| Volex | Daren Morris | 22 Aug 18 | 10,000 | 75.2 | 7,520 | 385,000 | 0.427 |
| Volex♥ | Nathaniel Rothschild (ch & ceo) | 22 Aug 18 | 40,000 | 75.2 | 30,080 | 34,720,309 | 38.470 |
| Sells | |||||||
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| Beazley | George Blunden | 21 Aug 18 | 5,000 | 586.7365 | 29,337 | 40,000 | 0.008 |
| Clarkson♥ | Birger Nergaard | 21 Aug 18 | 58,353 | 2,750 | 1,604,708 | 147,516 | 0.488 |
| Clarkson♥ | Peter Anker | 21 Aug 18 | 72,941 | 2,750 | 2,005,878 | 159,559 | 0.528 |
| Cranswick♥ | Martin Davey (ch) | 16 Aug 18 | 15,000 | 3,340 | 501,000 | 216,069 | 0.423 |
| Daily Mail and General Trust | Paul Dacre | 21 Aug 18 | 32,788 | 750 | 245,910 | 0 | 0.000 |
| Electrocomponents | Lindsley Ruth (ceo) | 22 Aug 18 | 50,000 | 744.6629 | 372,331 | 322,221 | 0.073 |
| Experian♥ | Lloyd Pitchford (cfo) | 16 Aug 18 | 10,000 | 1,903.86 | 190,386 | 699,669 | 0.076 |
| Paragon Banking | Alan Fletcher | 22 Aug 18 | 10,000 | 492.01 | 49,201 | 30,000 | 0.012 |
| Paragon Banking | Alan Fletcher | 22 Aug 18 | 10,000 | 492.4 | 49,240 | 40,000 | 0.015 |
* placing/tender/open offer ♥ spouse/connected party | |||||||
