High street retailer Next (NXT) is heading into a difficult final, and festive, quarter. Last Christmas was good, but that means the group is up against tough comparative figures this year. That’s a tall order considering Next has struggled to pep up flagging sales for much of 2017. Recent weather patterns have made clothing sales somewhat volatile, and rising inflation is putting significant pressure on household incomes this year and beyond.
IC TIP:
Buy
at
4,373p
Regardless, it seems chairman Michael Roney has confidence in the group’s future if his recent share purchases are any indication. Spread out over two separate transactions Mr Roney spent just north of £216,000 on an additional 5,018 shares, taking his total stake to 0.016 per cent.
Buys | |||||||
Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
Aeorema Communications | Richard Owen | 14 Nov 17 | 30,000 | 30 | 9,000 | 80,000 | 0.884 |
BlueRock Diamonds | Adam Waugh (ceo) | 10 Nov 17 | 1,714,000 | 1.75 | 29,995 | 6,566,273 | 4.696 |
Capital & Counties Properties♥ | Charlotte Boyle | 10 Nov 17 | 10,000 | 256.94 | 25,694 | 10,000 | 0.001 |
Capital & Regional | Lawrence Hutchings (ceo) | 10 Nov 17 | 38,710 | 51.25 | 19,839 | 38,710 | 0.005 |
Essentra | Paul Forman (ceo) | 14 Nov 17 | 20,000 | 502.54 | 100,508 | 120,000 | 0.046 |
Essentra | Ralph Wunderlich | 14 Nov 17 | 5,000 | 505 | 25,250 | 47,300 | 0.018 |
Essentra | Ralph Wunderlich | 15 Nov 17 | 5,000 | 500 | 25,000 | 52,300 | 0.020 |
Fiske | Gerrard Luchini | 10 Nov 17 | 14,000 | 70 | 9,800 | 68,990 | 0.597 |
Fiske | James Harrison (ceo) | 10 Nov 17 | 31,208 | 70 | 21,846 | 2,312,010 | 20.000 |
Galliford Try | Peter Ventress (ch) | 13 Nov 17 | 6,324 | 1,179.67 | 74,602 | 10,574 | 0.013 |
Inmarsat | Abraham Peled | 10 Nov 17 | 4,000 | 544.0076 | 21,760 | 24,000 | 0.005 |
Inmarsat | Abraham Peled | 10 Nov 17 | 5,000 | 540.2033 | 27,010 | 15,000 | 0.003 |
Inmarsat | Abraham Peled | 10 Nov 17 | 5,000 | 544.0076 | 27,200 | 20,000 | 0.004 |
Inmarsat | Abraham Peled | 10 Nov 17 | 6,000 | 540.2033 | 32,412 | 30,000 | 0.007 |
Inmarsat | Andrew Sukawaty (ch) | 10 Nov 17 | 19,260 | 519.21 | 100,000 | 1,172,352 | 0.256 |
Inmarsat | Rupert Pearce (ceo) | 10 Nov 17 | 19,260 | 519.21 | 100,000 | 920,623 | 0.201 |
Land Securities | Robert Noel (ceo) | 14 Nov 17 | 18,365 | 933 | 171,345 | 293,848 | 0.040 |
Mattioli Woods | Carol Duncumb | 10 Nov 17 | 2,520 | 792.5 | 19,971 | 8,800 | 0.034 |
Mattioli Woods | Ian Mattioli (ceo) | 10 Nov 17 | 63,080 | 792.5 | 499,909 | 3,299,235 | 12.790 |
McCarthy & Stone | John White (ch) | 14 Nov 17 | 100,000 | 157.68 | 157,680 | 1,750,192 | 0.326 |
McCarthy & Stone | Rowan Baker (cfo) | 14 Nov 17 | 6,552 | 151.47 | 9,924 | 7,664 | 0.001 |
Mucklow (A&J) | Ian Cornock | 09 Nov 17 | 3,838 | 505 | 19,382 | 3,838 | 0.006 |
Next | Michael Roney (ch) | 09 Nov 17 | 405 | 4,313.50 | 17,470 | 19,466 | 0.013 |
Next | Michael Roney (ch) | 09 Nov 17 | 4,613 | 4,313.59 | 198,986 | 24,079 | 0.016 |
PROACTIS | Alan Aubrey (ch) | 10 Nov 17 | 16,500 | 155 | 25,575 | 1,119,820 | 1.207 |
PROACTIS | Rodney Potts | 10 Nov 17 | 16,500 | 155 | 25,575 | 8,983,427 | 9.682 |
PROACTIS | Tim Sykes (cfo) | 10 Nov 17 | 16,500 | 155 | 25,575 | 240,735 | 0.259 |
Plus500 | Daniel King | 14 Nov 17 | 5,323 | 939.3 | 49,999 | 24,140 | 0.021 |
Restaurant Group | Andy McCue (ceo) | 15 Nov 17 | 20,000 | 277.75 | 55,550 | 75,617 | 0.038 |
Restaurant Group♥ | Debbie Hewitt (ch) | 14 Nov 17 | 17,996 | 277.83 | 49,998 | 53,638 | 0.027 |
Scottish Oriental Smaller Co's Tr♥ | Jeremy Whitley | 14 Nov 17 | 3,000 | 1,063.30 | 31,899 | 42,500 | 0.139 |
Scottish Oriental Smaller Co's Tr | Jeremy Whitley | 14 Nov 17 | 4,000 | 1,062 | 42,480 | 23,500 | 0.077 |
Scottish Oriental Smaller Co's Tr♥ | Jeremy Whitley | 14 Nov 17 | 4,000 | 1,062 | 42,480 | 27,500 | 0.090 |
Scottish Oriental Smaller Co's Tr♥ | Jeremy Whitley | 14 Nov 17 | 4,000 | 1,065.30 | 42,612 | 46,500 | 0.152 |
Scottish Oriental Smaller Co's Tr♥ | Jeremy Whitley | 14 Nov 17 | 7,000 | 1,064.80 | 74,536 | 60,500 | 0.198 |
Scottish Oriental Smaller Co's Tr♥ | Jeremy Whitley | 14 Nov 17 | 7,000 | 1,075.58 | 75,291 | 53,500 | 0.175 |
Scottish Oriental Smaller Co's Tr♥ | Jeremy Whitley | 14 Nov 17 | 12,000 | 1,064.20 | 127,704 | 39,500 | 0.129 |
Spirent Communications | Bill Thomas (ch) | 09 Nov 17 | 20,633 | 96.93 | 20,000 | 46,119 | 0.008 |
Spirent Communications | Gary Bullard | 09 Nov 17 | 5,000 | 94.6675 | 4,733 | 30,000 | 0.005 |
Spirent Communications | Gary Bullard | 09 Nov 17 | 10,000 | 95.14 | 9,514 | 40,000 | 0.007 |
Ultra Electronics | Amitabh Sharma (fd) | 14 Nov 17 | 823 | 1,202 | 9,892 | 1,727 | 0.002 |
Ultra Electronics | D Caster | 13 Nov 17 | 8,160 | 1,215 | 99,144 | 308,160 | 0.396 |
Ultra Electronics | J Hirst | 14 Nov 17 | 2,055 | 1,204 | 24,742 | 4,055 | 0.005 |
Victoria Oil & Gas* | Ahmet Dik (ceo) | 14 Nov 17 | 199,361 | 57 | 113,636 | 1,148,110 | 0.791 |
Victoria Oil & Gas* | John Bryant | 14 Nov 17 | 1,754 | 57 | 1,000 | 21,754 | 0.015 |
Victoria Oil & Gas* | Kevin Foo (ch) | 14 Nov 17 | 87,719 | 57 | 50,000 | 2,345,357 | 1.617 |
XLMedia | Ory Weihs (ceo) | 10 Nov 17 | 30,000 | 161 | 48,300 | 4,000,240 | 1.958 |
Sells | |||||||
Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
Fiske | Clive Harrison (ch) | 10 Nov 17 | 104,792 | 70 | 73,354 | 2,080,036 | 17.993 |
Fiske | Clive Harrison (ch) | 10 Nov 17 | 150,000 | 70 | 105,000 | 2,184,828 | 18.900 |
Hiscox♥ | Bronek Masojada (ceo) | 09 Nov 17 | 100,000 | 1,444.49 | 1,444,490 | 3,062,910 | 1.069 |
Hiscox | Richard Watson | 10 Nov 17 | 50,000 | 1,449.97 | 724,984 | 593,194 | 0.207 |
Intermediate Capital | Philip Keller (fd) | 14 Nov 17 | 130,000 | 1,007.27 | 1,309,451 | 721,531 | 0.249 |
Sophos | Kris Hagerman (ceo) | 14 Nov 17 | 185,500 | 585.007 | 1,085,188 | 1,226,221 | 0.263 |
Sophos | Nick Bray (cfo) | 10 Nov 17 | 135,756 | 587 | 796,888 | 113,663 | 0.024 |
Sophos♥ | Steve Munford | 10 Nov 17 | 300,000 | 587.9 | 1,763,700 | 2,436,059 | 0.523 |
Sophos♥ | Steve Munford | 13 Nov 17 | 200,000 | 582.8778 | 1,165,756 | 2,236,059 | 0.480 |
Sophos♥ | Steve Munford | 13 Nov 17 | 250,000 | 582.8788 | 1,457,197 | 1,986,059 | 0.427 |
*Placing/tender/open offer ♥Spouse/connected party |