ICGE - MK 135 Mio. € - innerer Wert 700 Mio. € !
Internet Capital Group, Inc.(NasdaqGM: ICGE)
After Hours: 6.3514 0.1314 (2.11%) 4:05pm ET
Last Trade: 6.22
Trade Time: 4:00pm ET
Change: 0.33 (5.04%)
Prev Close: 6.55
Open: 6.55
Bid: 6.21 x 300
Ask: 6.81 x 200
1y Target Est: 11.33
Day's Range: 6.20 - 6.57
52wk Range: 3.25 - 8.62
Volume: 268,613
Avg Vol (3m): 150,489
Market Cap: 228.47M
P/E (ttm): N/A
EPS (ttm): -1.17
Div & Yield: N/A (N/A
http://messages.finance.yahoo.com/...62262&tof=1&frt=2#262262
Dazu gibt es 140 Millionen Cash/Wertpapiere und alle Beteiligungen neben den oben angeführten ICGCommcere umsonst dazu.
http://messages.finance.yahoo.com/...p;mid=262262&tof=1&frt=2
http://messages.finance.yahoo.com/...62368&tof=1&frt=2#262368
http://www.techcrunch.com/2009/12/17/google-acquire-buy-yelp/
Vom Umsatz her dürften Channelintelligence und Yelp in 2009 auf gleicher Höhe liegen. Internet Capital hält 50% an Channelintelligence.
................................ob das den Kurs wohl hebt??
http://messages.finance.yahoo.com/...;mid=262262&tof=24&frt=2
Compare the revenues of ICGCommerce with the lower revenues of Open Table, which has a market-cap of 585 miillion.
Reported Q3 2009 revenue of $20.5 million –40% increase compared to Q3 008
• Q3 EBITDA of $2.6 million compared to $0.3 million in the prior year period
• Cash position at 9/30/09 of approximately $20.6 million
And compare with the numbers of Open Table in the following address:
http://finance.yahoo.com/q/is?s=OPEN
Denn er zeigt uns, das nur ein der Beteiligungen von Internet Capital schon wertvoller ist als die momentane Marktkapitalisierung. 140 Millionen Cash/Wertpapiere und allen anderen Beteiligungen mit Ausnahme der hier besprochenen ICGCommerce gibt es gratis.
http://www.ariva.de/forum/...-Internetunternehmen-im-Vergleich-393291
Trotz kleinerer Verkäufe verkörpern die noch vorhandenen knapp 1,8 Millionen Blackboard-Aktien einen Wert von fast 80 Millionen und stellen damit schon allein ein knappel Drittel der momentanen Marktkapitalisierung von einer Viertelmilliarde dar.
http://dealbook.blogs.nytimes.com/2009/12/18/...?partner=yahoofinance
http://www.it-director.com/blogs/Mark_McGregor/...buy_metastorm_.html
Zwar gehe ich nur von einer Kaufsumme von ca. 300 Millionen aus, da die Erlöse von Metastorm in 2009 wie bei den meisten Softwareunternehmen in 2009 leicht schwächelten, aber bei 33% Anteil von Internet Capital wären das immerhin 99 Millionen Euro. Nicht ganz auszuschließen ist auch, dass sich Internet Capital in Aktien von Oracle bezahlen lässt, da man eh liquide ist und aus steuerlichen Gründen eine gewisse Haltefrist der Aktien von Oracle nach US-Steuerrecht sinnvoll sein könnte.
http://www.marketwatch.com/story/...r-advance-2009-12-22?siteid=yhoof
Denn ich kenne kaum bedeutende deutsche Internetfirmen, die Post geht in den USA ab und in 2010 kommen noch Währungsgewinne dazu. Ich halte es daher für eine Katastrophe, wie deutsche Aktienmagazine deutsche Anleger in extrem hoch bewertete deutsche Popelfirmen jagen und die sehr viel niedriger bewerteten US-Chancen links liegen lassen.
Date Insider Shares Type Transaction Value*
18-Dec-09 DOWNES DAVID K
Director 8,600 Direct Purchase at $5.84 per share. $50,224
18-Dec-09 GERRITY THOMAS P
Director 42,000 Indirect Purchase at $5.92 - $5.95 per share. $249,0002
16-Dec-09 BERKMAN DAVID J
Director 33,000 Direct Purchase at $6 per share. $198,000
http://equaterra.com/Whats-Hot-and-Whats-Not-in-2010-1524C514.html
About Procurement Outsourcing:
"Procurement Outsourcing. Rick Bertheaud, Managing Director of Procurement Advisory Services stated, "As the discipline matures, the use of and demand for procurement outsourcing is growing - and is currently the fastest growing outsourcing segment. A value driver fueling the demand is the inclusion of sourcing activity such as indirect spend management "Organizations that include strategic sourcing of indirect goods and services in their procurement outsourcing scope seek, and are achieving, double-digit savings on managed spend."
Und wer ist die Nr. 1 im Procurement Outsourcing?
ICG Commerce is the leading procurement outsourcing specialist delivering comprehensive source-to-pay
services. Results-driven leaders access ICG Commerce’s experienced resources and market intelligence to better
manage procurement and logistics spend, gaining significant savings and enhanced visibility and control.
ICG Commerce is a privately held company founded in 1992 and a member of Internet Capital Group's (Nasdaq: ICGE)
network of partner companies. The company has earned recognition from Forbes, Fortune, The International
Association of Outsourcing Professionals (IAOP) and leading industry analysts for its leadership in procurement
outsourcing. For more information: www.icgcommerce.com
"Demand for outsourcing. Over 75 percent of the service providers polled in EquaTerra's 3Q09 IT Service Provider Pulse Survey reported continued growth in their deal pipeline, up 10 percent from the last quarter and an impressive 34 percent rise from the same time last year, the highest levels of pipeline growth cited since 3Q 2005."
About China-Offshoring:
"China as an offshoring location for Asian countries. Shanghai-based consultant, Vibhash Ranjan said, "Where China can demonstrate its language advantage it will be the destination of choice for organizations in Japan and other Asian countries."
About Freeborders
Freeborders provides specialized expertise to solve the most complex business challenges for the financial services, travel and high tech industries. The company provides global consulting, technology and outsourcing services that leverage its deep domain knowledge, innovative thinking and strategic execution through its integrated China to US delivery model. Freeborders is uniquely positioned to cost-effectively enable its clients to achieve their business objectives. To learn more, visit www.freeborders.com.