Insider Trades: 6 ASX 200 directors bought and sold these stocks last week

About this update from Ebos Group Limited

Welcome back to the Insider Trades Series – a weekly summary of on-market ASX 200 director transactions valued at more than $10,000. The trades have all taken place between 29 May and 5 June 2025. Directors have up to 5 business days to notify the ASX of their trades. Top ASX 200 Insider Buys Code Company Date Director Type Price Value NEC Nine Entertainment 5/06/25 Peter Tonagh Buy $1.62 $199,935 ELD Elders 29/05/25 Damien Frawley Buy $6.25 $125,000 EBO Ebos Group 30/05/25 Mark Bloom Buy $34.40 $68,800 Key takeaways Peter Tonagh, a seasoned media executive and former Foxtel CFO, joined Nine Entertainment’s board in January and recently acquired his first parcel of shares. The stock is up around 30% year-to-date, boosted by both solid ad revenue trends and M&A. The company’s Q3 update showcased robust TV ad revenue, standout publishing performance driven by customer retention and digital ads, upgraded H2 EBITDA guidance, and sustained growth at Stan, further supported by its 60.1% stake in Domain, currently under offer. Damien Frawley, who joined Elders’ board in August 2024, purchased his first shares last week, despite the stock’s 13% year-to-date decline following a weaker-than-expected first-half FY25 result on 26 May. The key numbers include: Revenue up 5% to $1.41bn vs. $1.56bn ests (9.6% miss) Underlying NPAT up 166% to $38.2m vs. 40.3m ests (5.2% miss) Interim dividend flat year-on-year at 18 cents per share CEO Mark Allison noted that while dry conditions hampered rural product sales, strong livestock demand drove a 166% NPAT increase, with optimism for improved seasonal conditions and sustained livestock strength in H2. Top ASX 200 Insider Sells Code Company Date Director Type Price Value SIG Sigma Healthcare 29/05/25 Danielle Di Pilla Sell $3.18 $23,312,794 BVS Bravura Solutions 2/06/25 Matthew Quinn Sell $2.50 $1,249,500 GNC Graincorp 30/05/25 Robert Spurway Sell $7.54 $797,851 Key takeaways Sigma Executive Director Danielle Pilla sold a collective 29.8 million shares (~$94m) between 26-29 May (four separate transactions) at ~$3.15, retaining 75.6 million shares. The stock experienced a 6.6% selloff on 6 May after the company reported 1H25 earnings growth of 36% to $446.1 million. Goldman Sachs attributed the market’s lukewarm response to concerns over slowing Chemist Warehouse growth in Q3, maintaining a Neutral rating with a $2.70 target, noting solid execution but a lofty FY26e P/E of 54x. Graincorp CEO Robert Spurway offloaded 105,872 shares (approx 16% of his holdings) to "fund taxation obligations in relation to vesting of performance rights." Nevertheless, Graincorp recently returned to positive year-to-date territory after the stock rallied 8.8% on the day of its first-half FY25 results (15-May). The key numbers include: Underlying EBITDA up 23% to $201.7m vs. $172m consensus (17.2% beat) Underlying NPAT up 21% to $58.1m vs. $57.6m consensus (0.8% beat) FY25 underlying NPAT guidance of $65-95m vs. prior $60-95m (3.2% upgrade at the midpoint) FY25 adjusted EBITDA guidance of $285-325m vs. prior $270-320m (3.3% upgrade at the midpoint) The company raised its share buyback to $75m, declared a 24-cent interim dividend plus a 10-cent special dividend

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