Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

In today's complex EHS landscape, it's easy for organizations to overlook ergonomics as a risk management priority. Yet studies have shown significant gains in productivity and employee job satisfaction with the introduction of an effective office ergonomics program. The Washington State Department of Labor & Industries and the Puget Sound Human Factors and Ergonomics Society analyzed 250 such studies and discovered that, on average, introduction of an office ergonomics program lowered workplace MSDs by 61 percent. Pursuing an effective ergonomics program is a proven means of reducing the costs and consequences of ergonomics-related injuries.  

Testimonials & Case Studies
We believe our clients deserve sophisticated solutions that are easy to use; we work hard to earn their trust and build respectful relationships. See what our clients say about the VelocityEHS difference.

https://www.ehs.com/resources/testimonials-and-case-studies/
 

http://info.boltinc.com/hubfs/Infographics/...hzIU&_hsmi=34761358  

http://www.actua.com/wp-content/uploads/2015/03/...pounding-FINAL.pdf  

Lemonade is making headlines as the Uber of insurance. What does that mean, exactly? Lemonade is expected to disrupt the P&C insurance industry in the same way that Uber transformed transportation services. While much of the talk suggests that established P&C insurers won’t be able to compete in this new environment, many incumbent carriers are already contenders thanks to their digital distribution platform.

http://blog.boltinc.com/...-lemonade-displace-traditional-pc-insurers
 

Digital Now is the Key
A bolt-on digital distribution system with a universal market network overcomes the issues of legacy technology by empowering insurers with the digital capabilities they need now, supporting both traditional and emerging channels of engagement and expanding carriers’ product selection. By bundling the products they carry with those from other carriers, established insurers offer more of the coverage their customers need without increased risk. Rapid digital capabilities, expanded product offerings and service through the customers’ channel of choice position incumbent insurers to take on the challenge from any newcomer—and win.

To find out more about the competitive power of the right digital distribution platform, download our thought leadership piece, How Insuretech Will Revolutionize the P&C Insurance Industry: Partnering Into the Future.  

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

Direct Holders (Forms 3 and 4)
Name Shares Date Reported
BUCKLEY WALTER W III 1,226,899 ‎Mar‎ ‎4‎, ‎2016
ALEXANDER DOUGLAS A 1,364,544 ‎Mar‎ ‎4‎, ‎2016
http://finance.yahoo.com/quote/ACTA/holders?p=ACTA
 

Replacing Core Systems Now Won’t Deliver Digital Prominence

Many insurers have been led to believe that replacing core systems is the only or best way to meet the urgency for digital capabilities required in today’s changing market. Shrouded in ancient technology, much of it developed before present customer interaction preferences and demands emerged, there is no doubt that outdated systems are in need of extensive upgrades or outright replacements. However, those legacy overhauls are costly and the benefits are years in the making, while consumers expect digital proficiency today.

http://info.boltinc.com/hubfs/Thought_Leadership/...857f-bcb9267b8bfa|74c3dd5c-5def-4cd2-98cc-a7b27bcd62b3
 

it and former owner

By Neal St. Anthony
OCTOBER 6, 2016 — 9:51AM

Pennsylvania-based Actua Corp., which is selling it’s St. Paul-based GovDelivery to a huge private equity group for $153 million, realized pretty good value from its seven-year ownership of the 15-year-old provider of Internet-based government communications software. Actua, which owns several software-as-a-service businesses, paid $20 million for 94 percent of GovDelivery’s stock in 2009- Through the execution of a highly effective growth strategy, GovDelivery has increased revenues by nearly 600 percent. GovDelivery, with 225 employees and approaching $40 million in revenue, invested more than $10.2 million, a huge chunk of sales, last year in product development, security and operations to feed fast growth, according to an SEC filing. That number likely will rise under the new owner, Vista Equity Partners.

http://www.startribune.com/...-deal-for-it-and-former-owner/396161211
 

und sehe damit auch ca. §15 bestätigt, aber für höhere Kurse erwartet die Kulisse vermutlich Birstätigungen, dass die Umsätze der restlichem drei Cores noch mit höheren Multiples  bewertet wird als Govdelivery.

ich gehe davon aus, die Märkte aber offensictlich noch nicht.

Meine Devise: Wait and see!
 

5 trends to watch & how to drive safety best practices in your firm
by Matt Airhart

Early indicators suggest that 2016 will bring many challenges to environment, health and safety (EHS) professionals in the construction industry. The Occupational Safety and Health Administration (OSHA) has taken measures to push through long-awaited regulatory shifts that empower the agency to better identify violators and hold them accountable. In general, the industry continues its progress toward greater environmental obligations and EHS transparency. The effective implementation of EHS software and other technologies can help you minimize operational risks, promote financial stability and drive performance. The following are five EHS trends in the construction industry to watch in 2016.

http://www.constructionbusinessowner.com/...y-overcome-ehs-challenges
 

durch die letzten Neuerwerbungen:

http://us.anteagroup.com/en-us/blog/...s%E2%80%94and-how-address-them  

https://www.accenture.com/us-en/...t-insurance-technology-vision-2016  

from the outside in

https://www.accenture.com/us-en/...vision-2016#block-platform-economy
 

Bolt ist auf der einen Seite eine gigantische Chance, die meines Erachtens nicht eingepreist ist, aber auch ein Risiko, das meines Erachtens schon eingepreist ist.

Denn die Cash und der Wert von Velocity garantieren meines Erachtens allein schon die momentane Marktkapitalisierung.

Daneben gibt es aber auch noch Folidynamix, dessem Wert sich wieder dem Kuafpreisd von 200 Millionnen annähert, und die Wundertüte Bolt, deren Wert ich mir nicht einzuschätzen getraue.  

Revenue
35,000,000
Employees
175
http://www.zoominfo.com/c/FolioDynamix/34688773
 

Über einen Verkauf habe ich im Gegensatz zu anderen hier noch angeführten kleineren Beteiligungen bisher nichts gefunden.

EDGAR ONLINE - ACTUA CORP (ACTA) - 10-K - 3/15/2016
yahoo.brand.edgar-online.com/displayfilinginfo.aspx?...
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15.03.2016 - Actua Relay Holdings, Inc. Delaware. 2008 Actua, LP. Delaware. 2009 Actua, LP. Delaware. Acquirgy, Inc.*. Delaware. Anthem Ventures


Subsidiaries of Actua Corporation

                    §
Name   Jurisdiction  of Incorporation
Actua USA Corporation   Delaware
Actua Holdings, Inc.   Delaware
Actua Relay Holdings, Inc.   Delaware
2008 Actua, LP   Delaware
2009 Actua, LP   Delaware
Acquirgy, Inc.*   Delaware
Anthem Ventures Annex Fund, LP   Delaware
Anthem Ventures Fund, LP   Delaware
Anthem Venture Investors, LLC   Delaware
BOLT Solutions, Inc.   Delaware
BOLT Finance, LLC   Connecticut
Business Owners Liability Team, LLC   Delaware
Insequor Israel, Ltd.   Israel
Superior Access Insurance Services, Inc.   California
GovDelivery Holdings, Inc.   Delaware
GovDelivery, Inc.   Minnesota
GovDelivery Europe, Ltd.   United Kingdom
NuCivic, Inc.   Delaware
Textizen, Inc.   Delaware
Folio Dynamics Holdings, Inc.   Delaware
Folio Dynamics, Inc.   Delaware
M3Fn, LLC   Delaware
FDX Advisors, Inc.   California
AP Institutional Advisors, LLC   Indiana
InstaMed Holdings, Inc.   Delaware
InstaMed Communications, LLC   Pennsylvania
VelocityEHS Holdings, Inc. (f/k/a MSDSonline Holdings, Inc.)   Delaware
Knowledge Management Innovations, Ltd.   Ontario
MSDSonline, Inc.   Delaware
Parchment, Inc.   Delaware
QC Holdings, Inc. (f/k/a WhiteFence, Inc.)   Delaware
Symbio S.A.   Luxembourg

http://yahoo.brand.edgar-online.com/...000012&nav=1&src=Yahoo
 

PDF]Actua Corp.
https://reports.standardandpoors.com/aidata/.../pdf/00509410.pdf
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30.06.2016 - 3, 2014. Background: Actua Corporation operates as a multi-vertical cloud technology ... two segments, Vertical Cloud and Vertical Cloud (Venture). ... Stockholders (as of January 29, 2016): 504 ... Anthem Ventures Fund, L.P..


Subsidiaries: *ActuaCorp.hasseveralsubsidiarieswithActuain theirtitles. AnthemVenturesFund,L.P. BOLTSolutionsInc. FolioDynamicsHoldings,Inc. GovDeliveryHoldings,Inc. InstaMedHoldings,Inc. MSDSonlineHoldings,Inc. ParchmentInc.

https://reports.standardandpoors.com/aidata/maccess/pdf/00509410.pdf
 

Velocity had 43.5 million revenues in 2015
Revenues of Velocity was 32 million in 2014. An increase of 36% of brought the revenues in 2015 to 43.5 million.

„Revenue has increased about 35 percent annually in recent years and was more than $32 million in 2014, Trout said.“
www.chicagobusiness.com/realestate/...ilitys-space-in-the-mart

Revenue Growth: 36% for 2015 compared to 2014
www.actua.com/wp-content/uploads/2016/06/...INAL-6-16-2016.pdf
Von 25% organischem Wachstum gehe ich bei Velocity in 2016 aufgrund der nachstehenden Datenlage aus, womit wir bei Velocity in 2016 bei einem Umsatz von 55 Millionen aufgrund des ortanischen Wachstums angelangt wären.

•  Revenue Growth: 21% in Q2 2016 compared to Q2 2015
www.actua.com/wp-content/uploads/2016/08/Q2-slides-Final.pdf

•  Revenue Growth: 23% in Q1 2016 compared to Q1 2015
www.actua.com/wp-content/uploads/2016/05/...des-FINALFINAL.pdf

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Kirk Morgan, Actua - CFO [12]
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We expect that obviously to accelerate in the second half, reflect in the bookings that we've been seeing. But GovDelivery and Velocity should see some uptick as well. So it's really across the board.
finance.yahoo.com/news/...a-earnings-conference-154356723.html

Und mit derAddition of Air Emissions, Water+Waste Compliance  könnten wir in 2016 bei einer Umsatz-Rum-Rate von 60 Millionen angelant sein.

September 29th, 2016
ocityEHS Strengthens Award-Winning EHS&S Platform with Addition of Air Emissions, Water and Waste Compliance Products

Chicago (September 29, 2016) — VelocityEHS, the leading cloud environment, health, safety (EHS) and sustainability software provider, announced today it has strengthened its award-winning EHS software platform with the addition of three new cloud software products, including Air Emissions, Water Quality and Waste Compliance. The three new solutions are part of a strategic acquisition of e3 Solutions’ environmental management products and its product leadership team. The acquisition by VelocityEHS makes it affordable for companies of all sizes to automate air, water and waste management to meet their most challenging compliance reporting responsibilities.
www.actua.com/...ir-emissions-water-waste-compliance-products/
 

http://www.instamed.com/

Vielleicht sollte man mit der Cash aus dem Verkauf von Govedelivery hier aufstocken, wenn es denn mölglich ist.  

http://www.instamed.com/news-and-events/...-carrick-capital-partners/  

Würde Velocity weiter so organisch wachsen wie bisher, wovon ich ausgehe, würden in 2017 aus den 60 Millionen in 2016 ein Umsatz von 75 Millionen
Dollar.

Und weitere kleinere Zukäufe könnten sogar 80 Millionen möglich werden lassen.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 

mit dem Multiple 5 konservativ bewertet wird, wird der Kurs weiter merklich steigen.

Denn dann haben wir allein mit der Cash und Velocity schon Werte von 600 Millionen - und das ohne die zwei anderen Core-Beteiligungen Foliodynamix und bolt und die Venture-Anlagen.  

Oder warum ich Bolt - trotz aller vorhandenen und dem relativ vielen schon hineingesteckten Geld - für eine gigantische Chance halte, die m.E. bisher so noch nie im Portfolio von Actua enthalten war. Obowhl es zugegebenermaßen sehr schwer oder fast unmöglich ist, das Ertragspotenzial abzuschätzen.

http://blog.boltinc.com/...-lemonade-displace-traditional-pc-insurers

Probleme bereitet mir etwas, dass der Markt das bisher anders sieht. Ich führe das darauf zurück, dass sich Google aus diesem Bereich wieder scheinbar verabschiedet hat. Meines Erachtens aber vor allem deshalb, weil sie sonst mit einem ihrer besten Kundenbereiche, den Versicherungen, aneinandergeraten wären und vermutlich hoffen, mit den Leads indirekt auch gut zu verdienen.