Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

CREATING A DISTRIBUTION STRATEGY THAT DRIVES RESULTS

Ongoing disruption in the property and casualty insurance industry is inspiring new ways of doing business. Consumer demand for online interactions and a more customer-centered environment are leading the charge toward digital distribution, but that alone won’t provide complete customer satisfaction or the means for insurers to bolster the bottom line. Facing the future of a market in flux will require omni-channel distribution capabilities as well as new market and product offerings to meet all of the customer’s needs in one convenient place...

boltinc.com  

der Actua Kurs heute wieder deutlich in die Nesseln. Da kann man posten bis man 68 Jahre ist, aus Mist wird leider niemals Gold.

die nach meiner Schätzung 2016 ca. 65 Millionen der im Guidance prognostizierten 155 - 160 Millionen für allle vier Kernbeteiligungen haben dürfte.

Aus der letzten Slide-Show im Rahmen des letzten Quartalsbericht sind uns außerdem die folgenden für eine Bewertung wichtigen Daten bekannt

- Revenue Growth: 23% in Q1 2016 compared to Q1 2015
- Bookings: Grew recurring SaaS bookings 27% in the quarter, compared to Q1 2015
- New Signings: Added almost 700 customers, bringing its total customer count to approximately 12,000, representing over half of the Fortune 1000
- Great interest in the new Ergonomics offering
-  Operating cash flow positive for 2016

Quelle für die Daten: http://www.actua.com/wp-content/uploads/2016/05/...des-FINALFINAL.pdf

Die Fragen, die sich entsprechend meinen Bewertungsvorschlägen weiter Oben nun stellen, sind: Mit welchem Multiple sind die obigen 65 Millionen zu bewerten?
Welches Multiple haben ähnliche Unternehmen mit ähnlichem Wachstum, die börsennotiert sind bzw. für die Ergebnisse über Verkaufsergebnisse vorliegen?  

If the 65 million revenues of Velocity were valued with the median software-as-a-service valuation of 4.5 times sales, the market-cap would be 292 million and by a valuation like Salesforce 442 million - and that alone for the biggest of the four core-companies.

The new estimate represents 6.8 times of Salesforce's sales, versus the median software-as-a-service valuation of 4.5 times sales.

https://www.thestreet.com/story/13579035/1/...NEY&cm_ven=CNNMONEY
 

Scansoft, bisher habe ich Dich immer so verstanden, dass Du Actua perspektivisch hoch einstufst, für Bolt als Treiber in 2017 erste starke Umsätze erwartest und daher Actua in Deinem Depot nach Hypoport die am stärksten gewichtete Aktie ist.

Hat sich an Deiner Einstufung etwas geändert? Wenn ja, warum?

Gruß
Wosp  

Still Not Using Text Messaging? 5 Billion Reasons Why You Should Reconsider
                   §
2016/07/13
         §by Alex Yule

Text messaging (SMS) is a growing digital channel in the public sector, and it’s understandable why: there are over 5 billion mobile phone users around the world.
As the public sector’s use of mobile to connect with various audiences continues to grow, we’ve learned a lot about what makes for a successful civic outreach campaign. In the last year, GovDelivery helped deliver over 295 million text messages for communities across the country.
According to a recent study by Pew Research Center, less than two-thirds of Americans own a smartphone. For 97 percent of those with a smartphone, text messaging was the most widely-used feature. See chart below:

https://www.govdelivery.com/blog/...ing-5-billion-reasons-reconsider/  

https://www.munirent.co/blog/40-govtech-startups  

vermutlich zur Abdeckung von Steuerzahlungen für anstehende Gratisaktien, die Teil der Gehaltszahlungen bei Acuta sind:

Actua Corp. (ACTA) CFO Raymond Kirk Morgan Sells 2,500 Shares of Stock
Posted by Max Byerly on Jul 14th, 2016 // No Comment

Actua Corp. (NASDAQ:ACTA) CFO Raymond Kirk Morgan sold 2,500 shares of the company’s stock in a transaction that occurred on Tuesday, July 12th. The stock was sold at an average price of $9.35, for a total transaction of $23,375.00. Following the completion of the transaction, the chief financial officer now owns 230,848 shares in the company, valued at $2,158,428.80. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

Raymond Kirk Morgan also recently made the following trade(s):
•On Wednesday, July 13th, Raymond Kirk Morgan sold 5,000 shares of Actua Corp. stock. The stock was sold at an average price of $9.62, for a total transaction of $48,100.00.
http://www.tickerreport.com/banking-finance/...-2500-shares-of-stock/

 

Tochtergesellschaften von Govdelivery:

Textizen
Textizen’s web platform sends, receives, and analyzes text messages so you can reach the people you serve with the technology already in their pocket, 24/7.

GovLoop
GovLoop is the "Knowledge Network for Government" - the premier social network connecting over 150,000 federal, state, and local government innovators.  A great resource to connect with peers, share best practices, and find career-building opportunities.


 

wann ein Monetarisierung erfolgen soll bzw. ob überhaupt eine erfolgen soll,  denn - und das ist m.E. ein wichtiger Grund für die niedrige Bewertung - man hat sich noch nicht klar dazu geäussert, ob man wie in der Vergangenheit zumindest noch gewissen Inkubatorcharkter hat.

Dann wäre vermutlich VelocityEHS der erste Verkaufskandidat -eventuell auch Govdelivery.aber erste Gedanken daran dürften frühestens 2017 zu Diskussion stehen. for einen IPO halte ich selbst Velocity in 2018 mit einem Umsatz von dann 100 Millionen eigentlich immer noch zu klein.  

Why is NOW the time for a Govtech revolution?

The U.S. government, with 22.5M employees, is 3-4 times bigger than all 30 companies of the Dow Jones Industrial Average combined.
And yet, the single biggest “enterprise” in the U.S. economy, the U.S. gov’t, is running on a bunch of old technology from the mid-90’s.  Tweet this

That 90’s tech are the tools that these 22.5M government employees have to work with. So the basic investment thesis here is not complicated: for a very long time startups never worked with government. I equate startups with innovation, so if you don’t have any startups working with government agencies, innovation is quite limited. Replacing these legacy systems is a massive investment opportunity. Now there is a change, where startups, for the very first time, are engaging with government agencies. That’s why I started the fund; to capitalize on that movement.

Why are startups now finding themselves able to support and scale this move into offering services to the government?

http://founderdating.com/govtechfrontier/
 

The cloud is, for the first time allowing government agencies to adopt technology that is off the shelf, built across multiple customer bases rather than custom for each agency.

This is the perfect environment for software-as-a-service startups to sell into. On the flip side, government agencies get the benefits of updates when a new module is built, and the cost is literally 100 times cheaper than the old way of doing things – hiring contractors, spending years defining requirements and building an on-premise custom system that can quickly become out-of-date
 

http://www.govtech.com/civic/...wth-Despite-Disunity-Report-Says.html  

tatsächlich 2 Tage über 10,00 USD, bin nur mal gespannt bis diese Geldverbrennmaschine wieder abtaucht.  

"Looking at investment, growth is strong. The report noted that civic tech funding totaled $870 million from 2013 to 2015, showing a rise of 119 percent. Similarly, in a tally of advertised events on Meetup, grass-roots activity more than doubled at 609 events in 2013 and 1,645 events in 2015. The top three cities hosting these events were San Francisco, Miami and New York with lesser-known tech hubs like Salt Lake City, Virginia Beach, Va., and Kansas City, Mo., rounding out the top 10 — see sidebar below for a complete list.

"I think when you look at the map [of civic tech events] and you see the difference between 2013 and 2015 I think it's a pretty big difference," said Purpose CTO Josh Hendler."  

Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)
30
05.12.05 22:47
#1

auf Sicht von sechs Monaten mit hoher Wahrscheinlichkeit. Denn sehen wir uns einmal die momentane Lage an:

Ich lach mit tot, nicht einmal 30 % in 10,66 Jahren das haben sogar Lebensversicherungen abgeworfen.  

wenn Du Dich totgelacht haben solltest.  

Warum ist denn die Performance so schlecht? Gibt es Gründe?  

die bekannte GRÄTSCHE und Hypoport steigt über 90 EUR. Unser OPAL bekommt von Mr.Market mal wieder voll einen auf die Zwölf. Ein herrliches Bild:-)

Wenn man Follower von Libuda ist, dann hat man es schwer.  

https://www.ehs.com/about-us/careers/open-positions/  

wie tief Actua heute wieder fällt. Schätze es werden die üblichen 5% Minus.

New NAEM Paper, Available from VelocityEHS, Outlines Best Practices for Selecting EHS and Sustainability Software

GlobeNewswire•July 21, 2016

CHICAGO, July 21, 2016 (GLOBE NEWSWIRE) -- VelocityEHS, the leading cloud environmental, health, safety and sustainability (EHS&S) software provider, announced today that is making available a new white paper from the National Association for Environmental Management (NAEM) for EHS professionals looking to purchase an environmental, health, safety and sustainability (EHS&S) software system to aid in their EHS management and compliance efforts. EHS professionals can visit the VelocityEHS website to download a complimentary copy of the report, entitled “Strategies for a Successful EHS&S Software Selection.”

Source: financeyahoo.com
 

Nix bei Actua außer irgendwelche Pusher Pressemitteilungen, die aber alle im Nirvana verschwinden. Nix substanzielles. Alle Geschäftsmodelle sind massiv von der Konkurrenz bedroht. Kein Wunder, dass man im ersten Quartal 14 Mill. Cash verloren hat.

Erhöhung der Forderungen an Kunden bedingt.

Changes In Accounts Receivables -8,659 Millionen
http://finance.yahoo.com/quote/ACTA/financials