Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

und rechtfertigen eigentlich höhere Kurse.

http://finance.yahoo.com/news/...rter-pz-1369216642.html?x=0&.v=1

Wie in der Vergangenheit auch - beim Anstieg von $3.40 auf das jetzige Niveau benötigt man Geduld. Internet Capital ist nun einmal eine Aktie für Anleger und nicht für Zocker.  

ICGCommerce, Govdelivery und Investorforce: "Core consolidated revenue totaled $34.0 million in the first quarter of 2011, an increase of 28% from the corresponding 2010 period. Core consolidated EBITDA totaled $3.9 million for the first quarter of 2011, as compared to $1.9 million in the corresponding 2010 period."  

folgendes ausgeführt: "ICG Commerce reported $29.1 million of revenue for the first quarter of 2011, representing an increase of 27% over the comparable 2010 period. ICG Commerce's EBITDA, excluding stock-based compensation and unusual items, for the quarter ended March 31, 2011 increased to $5.2 million, up from $2.6 million in the comparable 2010 period."

Damit spricht vieles dafür, dass ICGCommerce die von mir bereits mehrfach gepostete Range von 125 bis 130 Millionen erreichen dürfte, denn schon auf der Basis des Quartalserergebnisses von 29,1 Millionen für das erste Quartal käme man auf ein hochgerechnetes Jahreserergebnis von 118,4 Millionen.  

Results of Channelintelligence, Starcite, Freeborders and Whitefence

Revenues of the four Core Equity Companies Channelintelligence, Starcite, Freeborder and Whitefence increased from 27.001 million in the first quarter of 2010 to 29.006 million in the first quarter 2011.  

Umsatz im ersten Quartal 2011 geschafft.

Revenues of 7 core-companies was 62.960 million in the first quarter of 2011  

Revenues of the seven core-companies ICGCommerce, Govdelivery, Investorforce, Channelintelligence, Starcite, Freeborders and Whitefence was in the first quarter of 2011 = 33.954 million + 29.006 million = 62.960 million against 26.589 million + 27.001 = 53.590 million

Core consolidated revenue totaled $33.954 million in the first quarter of 2011, an increase of 28% from the corresponding 2010 period (26.589 million). Core consolidated EBITDA totaled $3.9 million for the first quarter of 2011, as compared to $1.9 million in the corresponding 2010 period.


Revenues of the four Core Equity Companies Channelintelligence, Starcite, Freeborders and Whitefence increased from 27.001 million in the first quarter of 2010 to 29.006 million in the first quarter 2011.  

ICG Commerce reported $29.1 million of revenue for the first quarter of 2011, representing an increase of 27% over the comparable 2010 period.

My estimates for the next quarters in 2011 (base: growth-rate in 2010):

2. quarter: 30.8 million

3. quarter: 32.7 million

4. quarter: 34.7 million

That are alltogether 127.3 million.

That a proportional revenues of 101.8 million for Internet Capital, because Internet Capital owning 80% of ICGCommerce.  

We know first: Core consolidated revenue (ICGCommerce, Govdelivery and Investorforce) totaled $34.0 million in the first quarter of 2011, an increase of 28% from the corresponding 2010 period.

We know second: ICG Commerce reported $29.1 million of revenue for the first quarter of 2011, representing an increase of 27% over the comparable 2010 period.

Therefore we know: The diffence between 34.0 million and 29.1 million = 4.9 million must be the revenues of Govdelivery and Investorforce. After my estimates are 3.1 million revenues from Govedelivery and 1.8 revenues from Investorforce. We know additional from the quarter-report that Govdelivery and Investorforce had a growth-rate of 30% in the last year.

One the base of this facts my estimates for the revenues of Govdelivery in 2011 are:

1. quarter: 3.1 million

2. quarter: 3.3 million

3. quarter: 3.5 million

4. quarter: 3.8 million

That are together revenues of 13.7 million for Govdelivery in 2011.

That are proportional reveneus of 12.7 million for Internet Capital, because Internet Capital owning 93% of Govdelivery.  

We know first: Core consolidated revenue (ICGCommerce, Govdelivery and Investorforce) totaled $34.0 million in the first quarter of 2011, an increase of 28% from the corresponding 2010 period.

We know second: ICG Commerce reported $29.1 million of revenue for the first quarter of 2011, representing an increase of 27% over the comparable 2010 period.

Therefore we know: The diffence between 34.0 million and 29.1 million = 4.9 million must be the revenues of Govdelivery and Investorforce. After my estimates are 3.1 million revenues from Govedelivery and 1.8 revenues from Investorforce. We know additional from the quarter-report that Govdelivery and Investorforce had a growth-rate of 30% in the last year.

One the base of this facts my estimates for the revenues of Investoreforce in 2011 are:

1. quarter: 1.8 million

2. quarter: 1.9 million

3. quarter: 2.0 million

4. quarter: 2.1 million

That are together revenues of 7.8 million for Investorforce in 2011.

That are proportional revenues of 5.9 million for Internet Capital, because Internet Capital owning 76% of Investorforce.  

Revenues of the four Core Equity Companies Channelintelligence, Starcite, Freeborder and Whitefence increased from 27.001 million in the first quarter of 2010 to 29.006 million in the first quarter 2011.

Additional we have the following information about revenues-ranges in 2010: Our Core Equity Companies (including ownership % and 2010 revenue range in parentheses) consist of: Channel Intelligence, Inc. (50%) ($20-$30 million), Freeborders, Inc. (31%) ($20-$30 million), StarCite, Inc. (36%) ($40-$50 million) and WhiteFence, Inc. (36%) ($10-$20 million).

Result of the second information is the following sharing of the 29.006 million:

Channelintelligence = 6.2 million

Freeborders = 7.0 million

Starcite = 11.5 million

Whitefence = 4.3 million

The estimates for the revenues bases on this information and about former informations about the good growth of Channelintelligence:

1. quarter 2011 = 6.2 million

2. quarter 2011 = 6.5 million

3. quarter 2011 = 6.8 million

4. quarter 2011 = 7.0 million

That are together 26.5 million revenues in 2011.

That are proportional revenues of 13.2 million, because Internet Capital owning 50% of Channelintelligence.  

Revenues of the four Core Equity Companies Channelintelligence, Starcite, Freeborder and Whitefence increased from 27.001 million in the first quarter of 2010 to 29.006 million in the first quarter 2011.

Additional we have the following information about revenues-ranges in 2010: Our Core Equity Companies (including ownership % and 2010 revenue range in parentheses) consist of: Channel Intelligence, Inc. (50%) ($20-$30 million), Freeborders, Inc. (31%) ($20-$30 million), StarCite, Inc. (36%) ($40-$50 million) and WhiteFence, Inc. (36%) ($10-$20 million).

Result of the second information is the following sharing of the 29.006 million:

Channelintelligence = 6.2 million

Freeborders = 7.0 million

Starcite = 11.5 million

Whitefence = 4.3 million

The estimates for the revenues bases on this information and about former informations about indicators of growth (for example 46 new job-offers):

1. quarter 2011 = 7.2 million

2. quarter 2011 = 7.5 million

3. quarter 2011 = 7.8 million

4. quarter 2011 = 8.2 million

That are together 30.7 million revenues in 2011.

That are proportional revenues of 9.5 million for Internet Capital, because Internet Capital owning 31% of Freeborders.  

Revenues of the four Core Equity Companies Channelintelligence, Starcite, Freeborder and Whitefence increased from 27.001 million in the first quarter of 2010 to 29.006 million in the first quarter 2011.

Additional we have the following information about revenues-ranges in 2010: Our Core Equity Companies (including ownership % and 2010 revenue range in parentheses) consist of: Channel Intelligence, Inc. (50%) ($20-$30 million), Freeborders, Inc. (31%) ($20-$30 million), StarCite, Inc. (36%) ($40-$50 million) and WhiteFence, Inc. (36%) ($10-$20 million).

Result of the second information is the following sharing of the 29.006 million:

Channelintelligence = 6.2 million

Freeborders = 7.0 million

Starcite = 11.5 million

Whitefence = 4.3 million

The estimates for the revenues bases on this information and about former informations about the growth of Starcite, which is now positive again after somer quarters of stagnation and small decreases.

1. quarter 2011 = 11.5 million

2. quarter 2011 = 11.7 million

3. quarter 2011 = 11.9 million

4. quarter 2011 = 12.1 million

That are together 47.2 million revenues in 2011.

And that are proportional revenues of 17.0 for Internet Capital, because Internet Capital owning 36% of Starcite.  

Revenues of the four Core Equity Companies Channelintelligence, Starcite, Freeborder and Whitefence increased from 27.001 million in the first quarter of 2010 to 29.006 million in the first quarter 2011.

Additional we have the following information about revenues-ranges in 2010: Our Core Equity Companies (including ownership % and 2010 revenue range in parentheses) consist of: Channel Intelligence, Inc. (50%) ($20-$30 million), Freeborders, Inc. (31%) ($20-$30 million), StarCite, Inc. (36%) ($40-$50 million) and WhiteFence, Inc. (36%) ($10-$20 million).

Result of the second information is the following sharing of the 29.006 million:

Channelintelligence = 6.2 million

Freeborders = 7.0 million

Starcite = 11.5 million

Whitefence = 4.3 million

The estimates for the revenues bases on this information and about former informations about the growth of Whitefence which is now positive again after somer quarters of stagnation and small decreases.

1. quarter 2011 = 4.3 million

2. quarter 2011 = 4.4 million

3. quarter 2011 = 4.5 million

4. quarter 2011 = 4.6 million

That are together 17.8 million revenues in 2011 - a very conserative projection.

And that are proportional revenues of 6.4 million for Internet Capital,  because Internet Capital owning 36% of Whitefence.  

Estimates for the three venture-companies  Seapass, Clickequations and Acquirgy is very difficult, because in opposite to seven core-companies exist no revenue-numbers in the reporting of Internet Capital - but we know the numbers of employess.

Biggest company is Seapass with about 100 employess. Comparable companies in the software-sector has revenues between 10 and 20 million. I will take a conserative estimae of revneus of 10 million in 2010.

That are proportional revenues of 2.6 million from Seapass for Internet Capital, because Internet Capital owning 26% of Seapass.  

von Internet Capital sind ein Zeichen für starkes Wachstum:

Topics
Acquirgy offers 8 open jobs
by flankenking [3 second(s) ago]

Clickequations offers 3 new jobs
by flankenking [26 minutes ago]

Govdelivery offers 5 new jobs
by flankenking [29 minutes ago]

Investorforce offers 4 new jobs
by flankenking [30 minutes ago]

Whitefence offers 6 new jobs
by flankenking [32 minutes ago]

Starcite offers 2 new jobs
by flankenking [19-May-11 06:05 pm]

Channelintelligence offers 6 new jobs
by flankenking [19-May-11 06:09 pm]

ICGCommerce offers 30 new jobs
by flankenking [19-May-11 05:58 pm]

53 0pen Jobs By Freeborders
by flankenking [19-May-11 05:56 pm]  

http://finance.yahoo.com/news/...s&pos=main&asset=&ccode=

ICGCommerce wies mit 102 Millionen Umsatz in 2011 ca. 42% der 243 Millionen Umsatz von Linkedin auf. Auch wenn ICGCommerce nicht die Bewertung von Linkedin erreichen wird, aber zwischen 650 und 800 Millionen siedele ich die IPO-Bewertung schon an. Wie es dann mit der Kursentwicklung weitergeht, müsste man abwarten.  

http://tbe.taleo.net/NA6/ats/careers/...jsp?org=FREEBORDERS&cws=1

sind ein Zeichen für sehr starkes Wachstum.  

Estimates for the three venture-companies Seapass, Clickequations and Acquirgy are very difficult, because in opposite to seven core-companies exist no revenue-numbers in the reporting of Internet Capital - but we know the numbers of employess.

Smallest company is Clickequations with about 40 employess. Comparable companies in the software-sector has revenues between 5 and 10 million. I will take a conserative estimae of revenues of 5 million in 2010.

That are proportional revenues of 1.7 million from Clickequations, because Internet Capital owning 33% of Clickequations.  

Estimates for the three venture-companies Seapass, Clickequations and Acquirgy is very difficult, because in opposite to seven core-companies exist no revenue-numbers in the reporting of Internet Capital - but we know the numbers of employess.

Acquirgy has about 50 employess. Comparable companies in the sector has revenues between 10 and 20 million. I will take a conserative estimae of revenues of 6 million in 2010.

That are proportional revenues of 1.5 million from Acquirgy, because Internet Capital owning 25% of Acquirgy.  

ist noch etwas größer geworden:

http://www.channelintelligence.com/customers/index.html  

das zu 100% Govdelivery gehört.

http://www.govdelivery.com/solutions/govloop-groups/

Internet Capital ist wiederum zu 33% an Govdelivery beteiligt.  

statt Gold oder die Aktie von Großschnauze Sepp kaufe, könnt Ihr dem Folgenden entnehmen:

Warum die Weltwirtschaft weiter wächst beschreibt meines Erachtens der Ex-Chef von Google, Eric Schmidt,  im Handelsblatt von vorgestern sehr gut:

"Angesichts der noch immer schwachen Weltwirtschaft dreht sich die öffentliche Diskussion in erster Linie um Bankpleiten und Budgetturbulenzen. So wird schnell übersehen, dass das Internet eine der Hauptquellen für solides Wachstum ist. Laut einer Studie von McKinsey verschafften werbefinanzierte Internetdienste Nutzern in Europa im vergangenen Jahr einen wirtschaftlichen Mehrwert in Höhe von rund 100 Milliarden Euro. Dieser Wert soll bis 2015 voraussichtlich auf 190 Milliarden Euro steigen."

Warum ich mich daher vor allem mit Internetwerten beschäftige, kann jetzt vielleicht der eine oder andere nachvollziehen, denn bei Gold und ähnlichem muss man auf eine steigende Wertschätzung hoffen, Mehrwerte werden hier nicht produziert. Und Finanzterroristen produziert sagen einen Wenigerwert, denn viele ihre Tätigkeiten sind nicht nur parisitär, sondern sogar schädlich.  

statt Gold oder die Aktie von Großschnauze Sepp kaufe, könnt Ihr dem Folgenden entnehmen:

Warum die Weltwirtschaft weiter wächst beschreibt meines Erachtens der Ex-Chef von Google, Eric Schmidt,  im Handelsblatt von vorgestern sehr gut:

"Angesichts der noch immer schwachen Weltwirtschaft dreht sich die öffentliche Diskussion in erster Linie um Bankpleiten und Budgetturbulenzen. So wird schnell übersehen, dass das Internet eine der Hauptquellen für solides Wachstum ist. Laut einer Studie von McKinsey verschafften werbefinanzierte Internetdienste Nutzern in Europa im vergangenen Jahr einen wirtschaftlichen Mehrwert in Höhe von rund 100 Milliarden Euro. Dieser Wert soll bis 2015 voraussichtlich auf 190 Milliarden Euro steigen."

Warum ich mich daher vor allem mit Internetwerten beschäftige, kann jetzt vielleicht der eine oder andere nachvollziehen, denn bei Gold und ähnlichem muss man auf eine steigende Wertschätzung hoffen, Mehrwerte werden hier nicht produziert. Und Finanzterroristen produziert sagen einen Wenigerwert, denn viele ihre Tätigkeiten sind nicht nur parisitär, sondern sogar schädlich.  

zu dem es in Euro am Sonntag vom 30.4. u.a. hieß:

"Die Wachstumsraten sind enorm. Nach Schätzungen des deutschen IT-Beratungshauses Experton Group wir der Umsatz mit Cloud-Computer-Lösungen dieses Jahr in Deutschland um 55% auf 3,5 Milliarden steigen. Bis 2015 werde der Markt auf 13 Milliarden Euro zulegen. Dann sollen etwa zehn Prozent der deutschen IT-Ausgaben auf diese Teechnologie entfallen. 2010 waren es nur 1,5%.

Die weltweiten Umsätze werden sich nach einer Prognose der Marktforscher von Gartner zwischen 2010 und 2014 nahezu verdreifachen und in vier Jahren fast 150 Milliarden Dollar erreichen."  

Hi Libuda, ich erkenne nur eine SaaS-Company im Portefolio der Internet Capital. Die anderen sind zwei Kernanlagen sind Anbieter ganz "normaler" Web 2.0-Software-Lösungen:
GovDelivery = ein email- und SMS-Service für Gemeinden und Verwaltungen
ICG Commerce = eine procurement outsourcing solution
InvestorForce = SaaS- Performance Reporting Network für institutionelle Investoren
-
Ob das ganze Portefolio 333,8 Mio. € Wert sein soll, weiss ich leider nicht.  

rückwärts, dann kapierst Du vielleicht, was die Beteiligungen machen und dass es auch nicht drei sind, sondern 10. Ansonsten würde ich mich an Deiner Stelle nicht an dem Unternehmungen beteiligen, insbesondere bei Deinem jetzigen Informationsstand. Es kostet schon einige Arbeit und Zeit hinter das Unternehmen zu blicken, aber meines Erachtens muss man ein Gebilde wie Internet Capital erst durchschauen und verstehen, ehe man hier investiert. Ich würde es an Deiner Stelle hier wie Warren Buffet halten und nur dann in eine Aktie investieren, die ich auch verstehe - und das ist bei normalen Aktien schon schwer, bei Internet Capital aber noch etwas schwieriger. Wenn man wie Du noch nicht einmal die letzte Seite von 211 Threadseiten durchgelesen hat, macht weder das Posten in der von Dir praktizierten Art und Weise noch das Kaufen einer Aktie, die für Dich eine totale Black Box wäre, Sinn.