Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

wieder ein günstige Chance, wobei man nicht gar zu geizig mit dem Limit sein sollte. Denn es wird wohl niemand verkaufen wollen, sodass der Skontrenführer leer verkaufen muss, um sich dann anschließend in den USA eindecken zu können.  

http://messages.finance.yahoo.com/...2093&tof=10&frt=2#262093

wo Internet Capital 36% hält.  

http://messages.finance.yahoo.com/...62019&tof=1&frt=2#262019  

locker über einen Fair Value von 20 Dollar kommt:

The eight last companies have a value of 638 million. Additional there are 140 million cash/securites and ownerships in smaller companies.

ICGCommerce 256 million
Metastorm 85 million
Freeborders 75 million
Starcite 102 million
Channelintel. 60 million
Whitefence 39 million
Investorforce 16 million
Acquirgy 5 million
638 million

If we add 638 million and 140 million cash/securites = 778 million. Rating :
(No ratings) flankenking


61/Male



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  Re: By the market-cap of 231 million of today     1 minute ago     That are $21/share.  

http://messages.finance.yahoo.com/...62139&tof=1&frt=2#262139

Während die anteiligen Umsätze von Internet Capitals Beteiligungen mit dem 0,6-fachen bewertet werden, sind es bei Solarwind mehr als das 11-fache.  

http://www.whitefence.com/blog/press/2009/12/...-electricity-r-1.html  

Ich habe hier c.a 100000 Euro investiert und du gehst mir echt auf den sack du kleinanleger g.e.h. .Arbeiten ich ja echt nicht zu aushalten  

Kann mann so einen user endlich mal entfernen?????  

Jeder darf ja seine meinung sagen aber sowas wie der ist schon Geschäftsschädigend  

Vorschlag machen, verkaufe Deine viel zu teuren Softbank-Aktien und kaufe Aktien von Internet Capital.  

oder spätestens morgens kann Du hier problemlos nachlesen:

http://messages.finance.yahoo.com/...62139&tof=1&frt=2#262139

Ich hatte auch noch einen kleinen Bestand an Softbank und habe glücklicherweise noch rechtzeitig getauscht.  

zeigt auch ein Vergleich mit LogMein die extreme Unterbewertung von Internet Capital auf:

You buy 140 million excellent revenues for only 85 million      9-Dec-09 04:02 pm     Compare Internet Capital and LogMein

The facts of Internet Capital

Market Cap
$235 million

Trailing-12-Month Revenue
$150 million

Cash/Debt
$140 million / 0$






The factc of of LogMeien

Headquarters (Founded)
Woburn, Mass. (2003)

Market Cap
$415 million

Industry
Internet software and services

Trailing-12-Month Revenue
$70.17 million

Management
Chairman/CEO Michael Simon
CFO James Kelliher

Trailing-12-Month Return on Equity
16.1%

Compound Annual Revenue Growth (Over Past 2 Years)
77%

Cash/Debt
$120 million / $  

http://www.faz.net/s/...978EB5691D94A87D20~ATpl~Ecommon~Scontent.html  

etwas schiefgelaufen.

Im folgenden die richtige Adresse:


http://messages.finance.yahoo.com/...62151&tof=1&frt=2#262151  

ansehen:

http://messages.finance.yahoo.com/...62151&tof=1&frt=2#262151  

Interessant ist ein Blick auf die einzelnen Bereich von Channelintelligence, einer von vieren ist z.B. das Ad Network von Channelinteligence:

About Ad Network:

CI Ad Network places
retailers links on
manufacturer’s web site
simplifying the purchasing
of their products

Both online and local

Retailers account for more
than 95% of manufacturer
sales Rating

CI’s original product line

Move to include
performance based
revenue

Variable revenue has
grown 69%

Over 100 leading
manufacturer customers

$14B in GMV leads sent in
2008

10,000+ retailers in
network

We are the dominant
supplier with 86% of the
market

Key Competitors:
PriceGrabber &
WebCollage – each 5%
Small and shrinking portion of
business

W2GI & Krillion - each
2%
Principally local store focused

$22 million available of a $33
million market in 2008

Market projected to reach
$270M by 2013

Stable and growing market

Retail sales represent 95% of
manufacturer sales it’s
support is a key and
enduring strategy for

manufacturers  

SellCast: Overview

Managed Adverting Services
Complete management of product advertising on Comparison Shopping
Sites

Advisory Advertising Services
Self-service product advertising on Comparison Shopping Sites
Pixel Manager

Third-party tracking tags management to accurately report sales


SellCast revenue has
increased 49% annually since
2006

Strong growth in 2008 as
major retailers outsource
their advertising programs

Performance based pricing
grew 7x in 2008


Focus on large retailers

CI customers represent 36%
of the IR top 25 and 27% of
IR Top 100

CI customers generate over
$165B in annual online sales


CI has 45% of the market,
and hold virtually all of
the large retailers

Key Competitors:
Channel Advisor -  41%
Focused on small to medium
retailers has 1 of the IR 25

Mercent - 9%
Principally small retailers, no IR
25


$29 million available of a
$40 million market in 2008

Market projected to reach
$202M by 2013 as more
consumers move their
purchasing online

Only 1/3 of the IR 500 have
a selected a provider
dedicated to overall
shopping channel
management  

 

wenn nach den Fundamentals schon jetzt eigentlich eine Verdreifachung im Vergleich mit anderen Werten normal wäre. Immerhin konnte ich dadurch in den letzten Wochen noch einmal 1.300 Stück nachkaufen.  

Motley Fool herausgestellten Aktien sehen:

http://www.fool.com/investing/high-growth/2009/12/...ket-in-2010.aspx  

aus dem letzten Posting ansieht:

One of the fivee companies from Motley Fool is Open Table:

OpenTable (Nasdaq: OPEN)

One of the more surprising companies to go public this year is OpenTable. The casual-dining industry is struggling in a recession, and we get the leading online reservations company as an IPO?

In this case, OpenTable has earned its place at the public table. It has beaten analyst estimates in its first two quarters as a public company, and it's growing nicely. As of the company's latest quarterly financial report, there were 10,338 North American restaurants merging OpenTable's proprietary electronic-reservations book with its Web-based bookings. That represents 18% more eateries than the company had enlisted a year ago. Dining reservations rose by 22% over the past year, meaning that the average restaurant is actually relying on OpenTable even more.

OpenTable could be more profitable, but if 2010 is a year of recovery, it'll be a strong one for upscale restaurants that require advance reservations.

And now compare Open Table with Internet Capital:

http://finance.yahoo.com/q/is?s=OPEN

Revenues of Open Table in 2009 will be about 70 million and the market-cap is619 million.

Proportional revenues of partner-companies of Internet Capital are double of the revenues of Open Table, but the market-cap of Internet Capital is less than the half and include 140 million cash/securites.

If Internet Capital would have a valuation like Open Table, the market would be about 1.3 billion - the 5-fold of the market-cap of today.



One of the five companies from Motley Fool is IMAX:

1. IMAX (Nasdaq: IMAX)


It's time for the feature presentation at IMAX. Over the past couple of years, the company behind senses-shattering cinematic experiences has been expanding its reach through global deals and joint-venture arrangements with leading multiplex operators. Now it's showtime!

Every major movie studio knows that its blockbusters can make even more money with beefed-up IMAX versions. Whether it's Harry Potter, Batman, or this month's slam-dunk Avatar, folks are willing to pay a few bucks more for an IMAX screening, and the evidence is in IMAX's bottom line -- finally. After several years of laying profitless groundwork, the company has delivered back-to-back quarters in the black.

Things should only get better from here for the cineplex savior. Analysts see IMAX earning $0.46 a share in 2010, after delivering a profit of $0.08 a share in 2009.

Studios need IMAX more than ever, in a climate of diminishing DVD sales and devalued rentals. The company shouldn't let them -- or shareholders -- down over the coming year.

And now compare Internet Capital and IMAX

http://finance.yahoo.com/q/is?s=IMAX

Reveneus of Imax in 2009 will be about 150-160 million - a litte bit higher than the 140 million of Internet Capital. Both have cash/securites of about 140 million, but the market-cap of Imax is more than the 3-fold of the market-cap of Internet Capital.


Or take a look at Apple:

http://finance.yahoo.com/q/is?s=AAPL

Apple will have revenues of about 35 billion in 2009 and has a market-cap of 175 billion - that are 5-times-revenues. Proprotional revenues of the partner-companies have only 0.8-times-revenues.  

Libuda: Kursverdoppelung bei Internet Capital 05.12.05 22:47

 Internet Capital . 6,55 $ +2,34% Perf. seit Threadbeginn: -16,45%

Vier Jahre Geblubber,........die Inflation mit reingerechnet ca. 20 % Verlust.

vielen Aktien, die man in den letzten Jahren gekauft hat, die Performance nicht überzeugend - aber man lag auch nicht voll daneben, insbesondere wenn man in schwächeren Zeiten nachgekauft hat. Das sollte man auch weiterhin tun, denn die Aussichten sind aufgrund der Fundamentals nachwievor glänzend wie bei kaum einer anderen Aktie.  

zockt, dem hatte ich schon immer von dieser Aktie abgeraten. Sie ist etwas für eher konserative Anleger, die Zeit haben und eine überdurchschnittliche Chance suchen.  

inzwischen ganz ordentlich:

http://messages.finance.yahoo.com/...p;mid=262202&tof=2&frt=2