Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

Quarterly Data All numbers in thousands

Period Ending

Dec 31, 2015

Sep 30, 2015

Jun 30, 2015

Mar 31, 2015

Total Revenue 35,153 34,140 33,536 30,592
Cost of Revenue 10,087 9,627 9,783 9,732
Gross Profit 25,066 24,513 23,753 20,860


Quelle: financeyahoo.com
 

30,592 Millionen auf 35,153 Millionen in Höhe von 14,9% entspricht einer jährlichen Steigerung von 19,88% und ist aus meiner Sicht okay, zumal dies in diesem kurzen Zeitraum von 9 Monaten fast ausschließlich organisch bedingt war.  

Aktien reagiert, könnt Ihr hier nachlesen:

http://www.ariva.de/forum/...hancen-mit-dem-Finanzvertrieb-2-0-485563

 

As of December 31, 2015 , our principal source of liquidity was cash and cash equivalents totaling $76.3 million . Our cash and cash equivalents are comprised primarily of money market funds. We fund our operations with cash on hand, cash flow from operations, borrowings at certain of our businesses and proceeds from sales of businesses and other assets. We expect that these sources of liquidity will be sufficient to fund our cash requirements over the next 12 months.

Bolt is expected to require additional borrowings, to fund its operations for the foreseeable future; historically, Bolt's debt funding has come primarily from Actua. On February 26, 2016, GovDelivery entered into a working capital revolving credit facility with Venture Bank, which matures on February 26, 2017 and provides for an advance amount of $5.0 million, subject to an interest rate of LIBOR plus 2%, adjusted daily. The facility is secured by the assets of GovDelivery.

Our future capital requirements will depend on many factors, including our customer and revenue growth rates, customer renewal activity, the timing and extent of research and development efforts, the timing and extent of sales and marketing activities, the decision whether to move into new geographical territories or markets, the introduction of new and enhanced solutions and the continuing market acceptance of our solutions.

As part of our business strategy, we currently expect to continue our aggressive sales and marketing campaigns and research and development initiatives. In addition, we actively source and intend to selectively pursue acquisitions, which we could fund using cash, debt, equity or some combination thereof. In connection with any such acquisition, and as part of our capital allocation program, we may purchase additional debt or equity securities from our existing businesses. Additionally, we may repurchase outstanding equity securities of our businesses from employees or other holders. We may also use cash or incur indebtedness to repurchase shares of our common stock or purchase additional equity interests. Our consolidated businesses may issue additional securities, repurchase outstanding shares or undergo a recapitalization of their debt or equity interests. Recapitalizations or equity issuances or repurchases by one of our businesses, including dilution associated with management equity grants, may change the ownership split that we and the noncontrolling interest holders have in that business. From time to time, we may be required to increase our ownership in one or more of our consolidated businesses as aresult of certain members of those businesses’ management teams exercising put rights. From time to time, we may also voluntarily seek to increase our ownership in one or more of our consolidated businesses.
 

FolioDynamix had $4.4 billion in assets under management and $559 billion in assets under Administration on its enterprise platform as of the end of September 2015, according to information from the firm. In addition, the firm had $13.5 million in assets under management on its packaged TAMP platform, which it calls FDx Advisors VisX.

According to Money Management Institute and Dover Financial Research data, FolioDynamix had about $28.5 billion in sponsored investment advisory assets and another $67.1 billion in non-sponsored Investment advisory assets in the third quarter of 2015. While that makes FolioDynamix one of the largest third-party
advisory vendors in the industry, the firm’s share of the market is still behind the industry leader, Envestnet, which had $73.2 billion in sponsored advisory assets and $191.3 billion in non-sponsored advisory assets at
that time, according to MMI data.

Quelle: FundFire-FolioDynamix-Hires-New-Prez-Aiming-to-Accelerate-Growth-­Jan-2016.pdf
 

die Probleme bei Envestnet überwiegend "hausgemacht" waren, Foliodynamix nur eine von vier Kernbeteiligungen von Actua ist, die zwei Kernbeteiligungen Velocity und Govdelivery sich hervorragend entwckelten und sich auch die Situation bei der Kernbeteiligung Bolt stark verbesserte.

http://finance.yahoo.com/...aGhosting":"0","allowChartStacking":true}
 

noch den Chart von Actua mit ein, da der beim Kopieren verschwunden ist.  

Guidance for the revenues of Salesforce is about 8 billion by a market-cap of about 42 Million.

The guidance of Actua for the revenues in 2016 is about 160 million.

If Acuta were value like Salesforce, the market-cap of Actua must be 840 million.
 

Actua im Vergleich zu Salesforce unterbewertet  

Guidance for the revenues of Salesforce is about 8 billion by a market-cap of about 42 billion.

The guidance of Actua for the revenues in 2016 is about 160 million.

If Acuta were value like Salesforce, the market-cap of Actua must be 840 million.  

als Salesforce.com, das noch sehr stark in der horizontalen Cloud unterwegs ist, während die Zukunft der vertikalen Cloud gehören dürfte, in der Actua zu 100% angesiedelt ist.

http://clouduser.de/kommentar/...ces-sind-die-zukunft-der-cloud-20806
 

vermutlich eine gute Idee war:

https://www.osha.gov/SLTC/ergonomics/controlhazards.html  

Guidance for the revenues of Salesforce is about 8 billion by a market-cap of about 42 billion

The guidance of Actua for the revenues in 2016 is about 160 million.

If Acuta were valued like Salesforce, the market-cap of Actua must be 840 million - but the market-cap is only 349 million.
 

BEST CUTTING-EDGE SOLUTION
This award recognizes the supplier that is committed to developing innovative financial technology solutions for middle- and back-office operations. We will consider groundbreaking, standalone offerings and cutting-edge combinations of new and established technologies.

Nominees
        1.FolioDynamix          §
        2.§Imagine Software
        3.§NICE Actimize
        4.SmartStream          §
        5.§State Street
        6.Symbiont


§
http://www.ftfnews.com/awards/...rds-2016?section=categories_nominees  

Philadelphia Revolutionizes Ex-Offender Case Management with GovDelivery’s Interactive Text Platform

New Approach Significantly Improves Client Relationships and Program Attendance, While Reducing Caseworker Strain

ST. PAUL, Minn., March 21, 2016 (GLOBE NEWSWIRE) -- GovDelivery, the leading provider of cloud-based software solutions enhancing the citizen experience, today published a new case study highlighting the success of GovDelivery’s Interactive Text platform in improving results for Philadelphia’s Mayor’s Office of Reintegration Services (RISE). The success of RISE, which is tasked with facilitating the reintegration of Philadelphia’s ex-offenders, relies on its ability to communicate and connect with its audience. But with RISE caseworkers juggling nearly 100 clients at a time, meeting the needs of their stakeholders had become increasingly challenging. To address this, the organization tapped GovDelivery’s interactive text capabilities to communicate with individuals on parole and/or re-entering society after being in prison.

Source: actua.com
 

http://www.bain.de/Images/GLOBAL-DIGITAL-INSURANCE-2015.pdf

Und ich hoffe, dass diese große Chancen genutzt werden.  

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Actua (ACTA) Shares March Higher, Can It Continue?
Zacks 17 hrs ago

Actua Corporation ACTA has been on the move lately as the stock has risen by 23% in the past four weeks, and it is currently trading well above its 20-Day SMA. This is a pretty solid move higher, but the question that has to be on investors’ minds right now is; can this trend continue?

While there can be no telling for sure, it is certainly encouraging that earnings estimates have risen in the past few weeks on the company, suggesting that sentiment on ACTA is moving in the right direction. In fact, the stock currently has a Zacks Rank #2 (Buy), suggesting that the recent run could certainly continue for this in-focus company.
 

struktureller Play und damit eine auch eine herveroorage Langzeitanlage - im Gegenteil beispielswies zu Hpoport, die auf dem anderen Actua-Board so lautstark gepriesen werdcen.

Im Gegensatz zu Actua, die fast ausschließlich ein struktureller Play sind, gilt für Hypoport ein Sowohl-als-Auch., denn Hyopoport hängt auch sehr stark von der Baukonjunktur und Umschuldungen ab.

Gerade bei den Umschuldungen ist aber irgendwann das Ende der zuletzt und momentan sehr langen Fahnenstange erreicht und dadurch eine enorme Zyklik im Spiel.  

Controlling the Situation: Actionable Steps to Help Mitigate Hazmat Incidents

         •§By Glenn D. Trout, CEO of VelocityEHS
         •§Mar 01, 2016

Accidents happen, but taking proactive steps ahead of an accident ensures your facility is prepared and reduces the chances of a larger incident from occurring.
Accidental hazardous material spills can happen anywhere at any time. According to OSHA, more than 43 million American workers are exposed to hazardous chemicals each year. With so many people coming into contact with hazardous materials, safely containing chemical spills has never been more important.

While it is nearly impossible to eliminate hazmat incidents altogether, having an actionable plan in place that prepares all involved parties (e.g., workers, first responders, etc.) to properly manage an emergency situation will help prevent additional issues from occurring. Through a better understanding of the hazardous materials released and specifics on the best way to react when an incident occurs, risks can be minimized and remediation simplified.

As we enter into a new year, now is a good time to review your hazmat spill response procedures and make sure all necessary elements are being met. The following outlines some best practice approaches to help you and your employees continue to best react to a hazmat spill.

Before a Spill: Drafting a Proactive Response Plan
It should come as no surprise to those in the industry that it's often the facilities without a plan that incur the worst hazmat incidents. All spills are different, and while it's impossible to foresee the specifics around a potential incident, having a spill response plan in place ahead of time can help avoid injuries, lessen the environmental impact, and reduce the potential financial risk.

It's important for employees to think logically about hazmat spills. If handled properly, a spill may be nothing more than a brief nuisance. However, if handled improperly, a spill can seriously disrupt work and cause bodily harm or property damage. A spill response plan should help employees decipher between the smaller spills that require minimal response and the larger incidences where emergency procedures need to take place immediately.

A written hazmat spill response plan should detail what initial steps must be taken when a spill occurs, instructions for how to respond to the spill cleanup and information around residue disposal. Specific elements of the plan should include:

Read more:                             https://ohsonline.com/articles/2016/03/01/...dents.aspx?admgarea=news

 

We also actively source and intend to selectively pursue acquisitions that would provide one or more of our businesses with critical mass, complementary cloud-based products and services to sell to existing customers additional customers for existing cloud-based products and services, access to adjacent cloud computing markets, and/or technology that is a differentiator in the business' vertical cloud computing market.
 

Taking Advantage of Ergonomic Industry Opportunity  

 

18.03.16 08:49

#7166  



March 17th, 2016
VelocityEHS : Taking Advantage of the Ergonomics Industry Opportunity
Recently, Actua company VelocityEHS strengthened its EHS Platform with the addition of a new ergonomics solution through the acquisition of ErgoAdvocate. For a better understanding of the opportunity within the ergonomics industry, please check our new infographic.   This piece outlines how the ergonomics assessment and training software contained in the new VelocityEHS Ergonomics Solution minimizes the risk of musculoskeletal disorders and reduces the costs associated with lost productivity and injury expenses.

Unbedingt weiterlesen unter:

www.actua.com/category/blog/  

• By Mark Hoover
• Jul 28, 2015

GovDelivery has acquired the Textizen mobile messaging platform as part of the company’s effort to meet increased demand for mobile messaging with government organizations.

Financial terms were not disclosed. Textizen is a platform that allows the government to reach the public via mobile messaging to promote citizen action, engagement and behavior change. The acquisition will offer a new level of interactivity to its government customers, GovDelivery said in a release.

Textizen scaled a solution for Code of America’s Incubator program that showed measurable results in public participation, human services and youth outreach. “The city was looking for ways to engage [those] who wouldn’t typically come to a two hour public meeting,” said Michelle Lee, Textizen co-founder. “It is part of a larger trend where today’s government understands that people want to connect with them but aren’t necessarily able to do it in the traditional channel.”

The two companies were introduced by an executive at the Code for America organization and began a partnership prior to the acquisition, Lee said. The entire Textizen team will be joining GovDelivery following the acquisition. “Over the next six months, we’ll be focusing specifically on the Texizen platform. Beyond that, we can see a lot of opportunities for [both entities] in terms of using different channels and different media to connect government and citizens,” Lee told Washington Technology.

washingtontechnology/articles/2015/07/28/govdelivery-textizen-acq­uisition.aspx  

On June 10, 2015, GovDelivery acquired certain assets of Talent Management in Government Inc. (TMGov) for $0.5 million of consideration, $0.4 million at closing and $0.1 million to be paid upon achievement of certain milestones, as set forth in the applicable purchase agreement. The acquisition was accounted for under the acquisition method. GovDelivery has preliminarily allocated the purchase price to the acquired identifiable intangible assets based upon their respective fair values as of the date of acquisition.

WASHINGTON, June 11, 2015 (GLOBE NEWSWIRE) -- GovLoop, the knowledge network for government, today announced its acquisition of TMGov, an association of over 100,000+ government talent management leaders, and its TMGovU online learning university. This acquisition will expand the scope, reach and learning material available through GovLoop Academy, GovLoop's recently launched, free, virtual training resource created specifically for government.

"There is a revolution going on in government learning," said Steve Ressler, President and Founder of GovLoop. "A new generation of government employees expects modern and compelling training options led by world class practitioners. We've started that journey with our launch of GovLoop Academy and in just one month thousands of government employees have taken one of the more than 25 courses we offer."

The acquisition of TMGov expands GovLoop Academy's offerings to over 100 free courses geared towards public sector workers. The courses are currently available at http://tmgov.org/tmgovu and will be fully incorporated into http://academy.govloop.com by the end of the year.

About GovLoop

GovLoop's mission is to "connect government to improve government." We aim to inspire public-sector professionals by serving as the knowledge network for government. GovLoop connects more than 200,000 members, fostering cross-government collaboration, solving common problems and advancing government careers. GovLoop is headquartered in Washington, D.C., with a team of dedicated professionals who share a commitment to connect and improve government. In 2015, GovLoop has expanded its training offerings with the launch of its online university GovLoop Academy and the growth of a learning division dedicated to creating great learning experiences directly with government agencies.

 

On December 17, 2014, GovDelivery acquired NuCivic for $5.1 million of consideration, consisting of $2.0 million in cash payments (including a $0.6 million deferred payment) and $3.1 million of GovDelivery stock. The acquisition was accounted for under the acquisition method. GovDelivery allocated the purchase price to the acquired tangible and identifiable intangible assets and liabilities based upon their respective fair values as of the date of acquisition.

Headquartered in New York City and Madison, NuCivic (formerly Nuams) is a products company building, delivering, and supporting the "NuCivic" suite of "OpenSaaS" civic software solutions for governments and non-profit organizations worldwide. Our mission is to improve the efficacy of civic organizations and governments, by making innovative knowledge management solutions accessible at an affordable cost. We are dedicated to taking on projects that allow us to do good through good work.

NuCivic solutions are based on distributions (specialized configurations), of the Drupal CMS that runs many of the world's most complex civic websites. Thus, NuCivic incorporates technical innovation from more than 20,000 engineers that have contributed code to Drupal. NuCivic solutions are delivered as "OpenSaaS"-- turnkey hosted and supported software-as-a-service (SaaS), but still truly open-source, such that a customer can export their solution and redeploy it in their own environment at any time.

Our first NuCivic product is "NuCivic Data," the OpenSaaS service based on our DKAN distribution of Drupal. DKAN provides a full suite of open data cataloging, publishing and visualization features, and is feature and API-compatible with CKAN, the popular Python-based software widely deployed by many national governments. Our second product is "NuCivic Apps," a hackathon and app store management platform based on the OpenCivic distribution of Drupal.

Our consulting arm has served dozens of marquis clients including New York State, the New York City Department of Information Technology & Telecommunications, Chicago Metropolitan Agency for Planning, NYS Attorney General, the Open Government Partnership, the Woodstock Institute, the NYC Public Advocate, Code for America, AIDS Walk, and the Personal Democracy Forum.

 

We believe that each of our businesses is well-positioned to compete with those firms because of, among other things, the vertical domain expertise and vertically-focused technology that we have cultivated.

As described in expanded detail below, each of our four vertical cloud businesses, Bolt, FolioDynamix, GovDelivery and VelocityEHS, offers cloud-based products and services that address the needs of a specific vertical market or industry. Each of those businesses competes with one or more traditional or cloud-based software firms, some of which have a horizontal/multi-industry focus and some of which may have better name recognition and greater financial and other resources than our businesses do. We believe that each of our businesses is well-positioned to compete with those firms because of, among other things, the vertical domain expertise and vertically-focused technology that we have cultivated.

Our focus on serving vertical markets, each of which has customers with similar needs and challenges, allows for narrowly-focused and rapid product development, which results in technology that is often better suited than a horizontal solution to address customer needs and challenges. In addition, our proprietary, scalable and secure multi-tenant architecture enables us to have relatively lower research and development expenses than traditional software companies. Based in large part on those advantages, we have invested, and will continue to invest, heavily in research and development at each of our businesses to continue to develop differentiated, vertically-focused cloud-based offerings.

Analyst Ratings Actua Corp.

3 Months Ago

1 Month Ago

Current

Buy

4

4

4

Overweight

0

0

0

Hold

0

0

0

Underweight

0

0

0

Sell

0

0

0


Stock Price Target ACTA (Source: Wallstreet Journal)

High
$18.00

Median
$15.00

Low
$13.00

Average
$15.25

Current Price
$9.2

 

More to tuck-in's and cross selling by Govdelivery from the Conference Call:

Jeff Houston, Northland Securities - Analyst: And then shifting over GovDelivery, I think you mentioned two tuck-in acquisitions in 2015, so how are they with their product portfolio, is it mostly complete in the near-term or I mentioned there's some hole that they could fill in with more acquisitions and is 2016 more likely going to be - take a pause and there for GovDelivery and let them digest those recent acquisition?

Kirk Morgan, Actua - CFO: It's a great question. We acquired two businesses in small business in 2016; one taxes in the texting area and one in the learning area. As you really see on the slide, I don't know the number of the slide, but really it does a good job illustrating the GovDelivery platform now, where we have learning, we have the GovDelivery messaging system, we have data all key development. And when you think about where we were when we bought the business, acquired the business years ago, really it was just GovDelivery. It does -- GovDelivery messaging platform and now we've added learning and data to it. So, we think - to build out what we think is a very robust platform where we have the ability to cross our - to our customer base and marketing service.

So, I think from a new tuck-in perspective, by and large will be holding 2016 and focused on making sure we've integrated properly and I think we're well on the way there. And more importantly continue to drive cross-sell and up-sells. And we saw real progress in Q4 and that momentum has continued into Q1 and we really we expect that for the rest of this year.