Shares in food services provider Compass (CPG) reached an all-time high in early August, not long after a third-quarter trading update revealed organic revenue growth of 6.3 per cent, driven by strong trading in North America and improving performance in the rest of world segment. As a result, full-year organic revenue growth is expected to be at the top of the targeted 4-6 per cent range, with group margin anticipated to be flat on the prior year. The group is also growing on the back of around £100m invested during the third quarter, including bolt-on acquisitions, mainly in Europe.
Compass executive director Gary Green has taken advantage of this good performance, recently selling 142,180 shares at 2,019p each, not far from the shares peak value of 2,113p reached on 2 August. A spokesperson for Compass said the £2.87m share sale was made for “personal reasons”, adding that Mr Green still retains 191,382 shares, or around 0.012 per cent of issued share capital.
| Buys | |||||||
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| Aberdeen Standard European Logistics Income* | John Heawood | 31 Jul 19 | 10,000 | 98.75 | 9,875 | 30,000 | 0.013 |
| Aberdeen Standard European Logistics Income* | Tony Roper (ch) | 31 Jul 19 | 15,000 | 98.75 | 14,813 | 45,000 | 0.019 |
| Aberdeen Standard European Logistics Income* | Caroline Gulliver | 31 Jul 19 | 15,000 | 98.75 | 14,813 | 40,000 | 0.017 |
| Aberdeen Standard European Logistics Income* | Diane Wilde | 31 Jul 19 | 10,000 | 98.75 | 9,875 | 30,000 | 0.013 |
| Barr (AG) | Nicholas Wharton | 25 Jul 19 | 1,597 | 646.05 | 10,317 | 1,597 | 0.001 |
| Biffa | Richard Pike (cfo) | 29 Jul 19 | 9,355 | 213 | 19,926 | 367,401 | 0.147 |
| Blackbird♥ | Ian McDonough (ceo) | 31 Jul 19 | 250,000 | 6.74 | 16,850 | 3,889,562 | 1.316 |
| CIP Merchant Capital | Adrian Collins (ch) | 30 Jul 19 | 50,000 | 65 | 32,500 | 50,000 | 0.091 |
| Diageo | Javier Ferran (ch) | 26 Jul 19 | 30,000 | 3284.5 | 985,350 | 247,163 | 0.010 |
| Drax | Andrew Skelton (cfo) | 25 Jul 19 | 16,250 | 297.712 | 48,378 | 31,250 | 0.008 |
| Fresnillo | Charles Jacobs | 31 Jul 19 | 1,600 | 626.2 | 10,019 | 1,600 | 0.000 |
| ICG Enterprise Trust | Alastair Bruce | 29 Jul 19 | 3,000 | 879.45 | 26,384 | 13,000 | 0.019 |
| IntegraFin | Richard Cranfield | 25 Jul 19 | 10,000 | 381.9985 | 38,200 | 10,000 | 0.003 |
| International Personal Finance | Gerard Ryan (ceo) | 31 Jul 19 | 200,000 | 103.875 | 207,750 | 1,026,576 | 0.459 |
| JD Sports Fashion | Peter Cowgill (ch) | 25 Jul 19 | 15,000 | 613 | 91,950 | 8,465,260 | 0.870 |
| Lancashire | Michael Dawson | 26 Jul 19 | 4,000 | 705 | 28,200 | 15,000 | 0.007 |
| Lancashire | Sally Williams | 26 Jul 19 | 1,414 | 708.5 | 10,018 | 1,414 | 0.001 |
| Lowland Investment Co | Tom Walker | 31 Jul 19 | 1,600 | 1361 | 21,776 | 1,600 | 0.006 |
| Moss Bros | Colin Porter (ch) | 26 Jul 19 | 509,673 | 19.6203 | 99,999 | 509,673 | 0.506 |
| mporium♥ | Charles Pendred (ch) | 29 Jul 19 | 1,000,000 | 1.002 | 10,020 | 8,300,000 | 0.800 |
| mporium♥ | Charles Pendred (ch) | 29 Jul 19 | 1,000,000 | 1.01 | 10,100 | 9,300,000 | 0.896 |
| Provident Financial | Robert East | 31 Jul 19 | 5,000 | 438.131 | 21,907 | 5,000 | 0.002 |
| RockRose Energy | Richard Benmore | 31 Jul 19 | 526 | 1960 | 10,310 | 321,255 | 2.454 |
| RockRose Energy | John Morrow | 31 Jul 19 | 5,014 | 1984 | 99,478 | 219,339 | 1.676 |
| Saga | Eva Eisenschimmel | 30 Jul 19 | 22,924 | 43.71 | 10,020 | 40,368 | 0.004 |
| Saga | Gareth Hoskin | 26 Jul 19 | 66,719 | 49.4608 | 33,000 | 135,178 | 0.012 |
| Schroder Asian Total Return | Andrew Cainey | 25 Jul 19 | 5,000 | 379 | 18,950 | 7,700 | 0.008 |
| Schroder Asian Total Return | Andrew Cainey | 25 Jul 19 | 300 | 380 | 1,140 | 8,000 | 0.008 |
| Sports Direct | David Brayshaw | 29 Jul 19 | 9,599 | 207 | 19,870 | 19,875 | 0.004 |
| Taylor Wimpey | Kevin Beeston (ch) | 31 Jul 19 | 59,164 | 168.2 | 99,514 | 777,596 | 0.024 |
| UIL | Christopher Samuel | 31 Jul 19 | 50,000 | 253.5 | 126,750 | 200,000 | 0.227 |
| Volex | Daren Morris (cfo) | 30 Jul 19 | 20,000 | 92 | 18,400 | 520,000 | 0.353 |
| WH Ireland | Phillip Wale (ceo) | 31 Jul 19 | 25,000 | 40 | 10,000 | 57,500 | 0.134 |
| WH Ireland | Philip Tansey (fd) | 31 Jul 19 | 18,000 | 40 | 7,200 | 18,000 | 0.042 |
| Walker Crips | Lim Hua Min | 31 Jul 19 | 611,454 | 25.015 | 152,955 | 11,316,290 | 26.578 |
| Walker Crips | Sean Kin Wai Lam (ceo) | 30 Jul 19 | 30,000 | 25.1 | 7,530 | 617,496 | 1.450 |
| Yourgene Health | Hayden Jeffreys (coo) | 31 Jul 19 | 83,512 | 11.96 | 9,988 | 305,860 | 0.067 |
| Zoo Digital | Gillian Wilmot (ch) | 31 Jul 19 | 30,000 | 74 | 22,200 | 31,517 | 0.042 |
| Sells | |||||||
| Company | Director | Date | No of shares | Price (p) | Value (£) | Holding (shares) | Holding (%) |
| Aveva | Jennifer Allerton | 30 Jul 19 | 9,300 | 4077 | 379,161 | 1,000 | 0.001 |
| Barratt Developments | David Thomas (ceo) | 30 Jul 19 | 500,000 | 659.7829 | 3,298,915 | 823,188 | 0.081 |
| Compass | Gary Green (coo) | 25 Jul 19 | 142,180 | 2019.3565 | 2,871,121 | 191,382 | 0.012 |
| Draper Esprit | Simon Cook (ceo) | 25 Jul 19 | 275,000 | 530 | 1,457,500 | 1,344,306 | 1.140 |
| Draper Esprit | Stuart Chapman (coo) | 25 Jul 19 | 275,000 | 530 | 1,457,500 | 1,344,306 | 1.140 |
| Greggs | Roger Whiteside (ceo) | 31 Jul 19 | 15,878 | 2264 | 359,478 | 243,009 | 0.240 |
| Unite | Richard Smith (ceo) | 31 Jul 19 | 38,972 | 1042.7358 | 406,375 | 215,834 | 0.074 |
| WH Smith | Stephen Clarke | 25 Jul 19 | 47,799 | 2139.07 | 1,022,454 | 187,609 | 0.174 |
| Whitbread♥ | Nicholas Cadbury | 25 Jul 19 | 7,800 | 4501 | 351,078 | 8,340 | 0.006 |
| *Placing/tender/open offer ♥Spouse/connected party | |||||||
