Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

zu den 10$ ohne wenn und aber, an zwei Tagen um die -16%, dass erinnert daran das da was im Busch ist, größere Insiderverkäufe (vorher natürlich mit Ratingausgabe es geht auf 23$), die Katze wird später aus dem Sack gelassen!
200Tagelinie massiv nach unten durchbrochen! Wow!  

hier werden "Gläubige" gegrillt  

Environmental, Health and Safety compliance platform
that enables organizations to meet stringent and costly
OSHA requirements

Important Metrics:*
• Annual Revenue Growth: 42% in Q2 2015 compared to Q2 2014
• New Signings: Added 647 new customers in Q2 2015
• Total Customers: Close to 11,000 companies; protecting more than
8 million employees in U.S. and Canada
• Pipeline: Growth is slightly ahead of revenue growth and is skewed
towards large platform customers (customers with access to the full
platform of products)
• TAM: > $3 billion
• Competitive Moat: Database of over 8 million material safety data
sheets is the only comprehensive web-based library that ensures
100% compliance for companies and continues to expand as new
customers come onto the platform
• Operating cash flow positive for 2015
• 3-year subscription revenue model
* As of 6/30/15 unless otherwise noted  

Provides a multi-channel, multi-carrier software
platform that enables insurance distributors to retain
and grow revenue through a comprehensive insurance
solution

Important metrics:*
• Annual Revenue Growth: 27% in Q2 2015 compared to Q2 2014
• New Signings: Signed a third top 10 carrier platform customer, which will
launch in Q4 and begin generating revenue in Q1 2016; also saw continued
roll-out and broader utilization of the platform with all three of our largest
customers
• Total Customers: Insurance carriers (67, of which six are carrier
distribution partners), independent agents (2,100), alternative distribution
partners (4)
• Pipeline: Entered the quarter with nine large mid-to-late stage deals, signed
one during the quarter and added three new opportunities, brining the total
to 11; all prior opportunities referenced in the pipeline remain, with some in
the final contract stages
• TAM: Multi-billion $$
• Added an additional $100 million of premiums on the platform, bringing the
total premiums to $1.1 billion at quarter-end
• Competitive Moat: Platform is integrated into 67 of the largest insurance
carriers and has over 3,500 carrier connections which creates the largest
source of insurance flow for direct carriers, agents, agencies and alternative
insurance distributors
• Operating cash flow negative for 2015
• Multi-year/multi-million dollar contracts
* As of 6/30/15 unless otherwise noted
 

Enables the delivery of client-centric, innovative, scalable,
wealth management solutions through secure, cloud-based,

fully integrated, advisory products and solutions
Important Metrics:*
• Annual Revenue Growth: 19% in Q2 2015 compared to Q2 2014
• New Signings: Signed seven new customers in Q2, three of which are large
seven-figure deals, and four of which are mid-to-large sized, six-figure contracts
• Total Customers: More than 200 banks, brokerage firms and large RIAs
• Pipeline: Continues to build well ahead of sales growth, in terms of quantity
and velocity through pipeline; seeing strong interest from banking, broker
dealer and RIA markets
• TAM: Multi-billion $$
• Competitive Moat: Comprehensive, client-centric technology platform with
integrated proprietary advisory products
• Operating cash flow positive for 2015
• Multi-year/multi-million dollar contracts
• More than 97,000 advisors and users
• $4.3 billion in regulatory assets under management
*As of 6/30/15 unless otherwise noted Less
 

scheint der Kapitalmarkt Local Corp übel zu nehemen, auch ich fand den Preis in Relation zu den Umsätzen als ambitioniert, meine aber, dass dies keinesfalls eienn Rückgang der Kurse von $20 auf $13 rechtfertigt - denn das sind bei 36,5 Millionen ausstehenden Aktien von Actua 36,5 mal 7 =  255 Millionen.

Das sind mehr als man für Foliodymamix bezahlt hat. Und wertlos ist Foliydynamix sicher nicht.  

Now, reflected on slide, FolioDynamix grew revenues 19% this quarter compared to Q2 2014 and grew regulatory assets under management to $4.3 billion, up from $4.1 billion at the end of the first quarter. In the second quarter, FolioDynamix signed seven new customers, three of them quite large, multi-million dollar annual accounts, and the remainder, mid-to-large six figure annual contracts. This brings total new deal signings since the beginning of the year to 13. It should be noted that we will not see much impact in 2015 from these signings as it takes six to nine months to implement. But we are very encouraged by the velocity of deal closings we have seen since the beginning of the year.

In terms of churn, we are losing one legacy customer. This was a customer that came as part of the original SunGard acquisition in 2009. The customer utilized Folio for services, not for technology or software, and therefore they are low gross margin customer, approximately 40% with little bottom line profitability. The impact from a revenue perspective is expected to be approximately $1 million a quarter.

The pipeline for new deals continue to build nicely ahead of our sales growth, both in terms of quantity, but also in terms of velocity through the pipeline. We continue to see strong interest coming from the bank and broker dealer markets as well as nice traction in the RIA market. We are building out our sales and marketing teams to take advantage of these opportunities.

Finally, we have made good progress of the product and technology development initiatives during the quarter. The Company released a new version of software 7.3 bringing improved reporting, trading, rebalancing tools as well as a more effective way to manage unified household accounts. The next release 8.0, which will provide important client portal capabilities and a significantly improved user interface for the advisor, scheduled for Q4.

Quelle: Taqnscript of Conference Call
 

"Cash flow from operations improved to a positive $1 million in the second quarter of 2015 compared to a use of $2.2 million in the 2014 quarter. Our cash flow improvement continues to be excellent with the first half improving $7.5 million from the prior year comparable period."

Source: Transcript of the last Conference Call on Seeling Alpha
 

positiven Cash Flow, weil hier enorm in technologische Aufrüstung investiert wird (und diese Entwicklungskosten offensichtlich nicht aktiviert werden, was auch möglich wäre. sondern sofort als Aufwand angesetzt werden):

"Cash flow from operations for FolioDynamix, GovDelivery and MSDSonline was in the aggregate positive approximately $5.5 million for the quarter and approximately $6.8 million for year-to-date. We expect these three businesses will generate between $12 million to $16 million of positive operating cash flow in the aggregate in 2015."

Da der positive Cash Flow insgesamt 1,0 Millionen war und der der Unternehmen ohne Bolt bei 5,5 Millionen lag, kann man leicht ausrechnen, dass Bolt einen neagativen Cash Flow von 4,5 Millionen im zweiten Quartal aufwies, obwohl man über Bolt lesen konnte:

"Bolt had its best quarter from an operating cash flow perspective and it's beginning to demonstrate encouraging operating leverage, but we continue to expect Bolt to have a use of operating cash for 2015."

zitierte Stellen: Transcript of the last Conference Call on Seeking Alpha

 

http://finance.yahoo.com/news/...a-earnings-conference-134440695.html  

das zum Beispiel mit einem Cashverbrauch von 4,5 Millionen im zweiten Quartal über nimmt, kann ich nicht so richtig nachvollziehen,

"BOLT had a strong quarter on both the top and bottom lines, reporting 27% revenue growth and significantly improved cash flow loss. As importantly, BOLT signed a third Top 10 carrier as a platform customer this quarter that will launch in Q4 and begin generating revenue in Q1 2016. The deal when fully implemented will be a multi-year seven figure a year deal. And notably, we will incur significantly less expense to implement this customer as our distribution platform i.e. our carrier network is sufficiently build out to meet our customers' needs.

Similar to other Top 10 carrier customers, this carrier is satisfying less than 40% of its customer risk needs and we used to build platform to access insurance products and ultimately drive up customer lifetime value, retention, and revenue per customer. During the quarter, we also saw continued rollout and broader utilization of the platform with all three of our largest customers. This activity was the main driver of growth for the quarter and contributed an additional $100 million of premium on the platform bringing total premiums to $1.1 billion at quarter end.

Finally, this Tuesday, we launched with our large financial group, the customer we announced on our Q4 call. This business serves the financial needs of middle income individuals and families across North America through their insurance, primarily life and annuities and investment products. They have 100,000 advisors and will be selling home, auto, homeowners, flood impact insurance to begin with through our platform. It should take six to 12 months to get all 100,000 agents trained in using the system. We are excited about the long-term potential for this opportunity.

From a pipeline perspective, we continue to see opportunities build steadily. We entered the quarter with nine large to mid-to-late stage deals, signed one during the quarter and added three new opportunities, bringing the total to a 11. All of the prior opportunities we have referred to in the pipeline remain, with some of them in final contract stages. Again, predicting when they close remains a challenge, but we are encouraged by the overall momentum of the pipeline.

Finally, as we mentioned last quarter, we are continuing to invest in building out the BOLT platform by increasing the number of carriers and carrier connections on the platform. We began the year with 2,800 connections and 61 carriers, having increased that to over 3,500 connections and 67 carriers at the end of the second quarter."
 

"In summary, we had a strong second quarter 2015 and first half of 2015. As 2015 unfolds, we will continue to executive against our growth strategy to take advantage of the large market opportunity we see in front of us."

CFO Kirk Morgan/Conference Call
 

We feel very good about 2016 and beyond. This is a big off market opportunity.

Jeff Houston, Northland Securities - Analyst : "And then last question from me is looking at FolioDynamix, it sounded like the customer that was affected in the quarter was a legacy Sungard client. How many clients are still onboard from Sungard and are there potentially more that are at risk?"

Walter Buckley, Actua - Chairman and CEO: "Yeah. I mean, I think first, there are no others that form that category and I think we are encouraged most importantly by what we see from a pipeline standpoint and deal closings. And Q2 was really a very good quarter, both in terms of numbers, but also size. And I think that momentum carries into Q3. And as we think about this year, the year 2015 is paving the foundation for 2016 and beyond. And the bookings and initiatives we have and our undertaking this year will translate into revenue growth and earnings growth I think next year. I think we're pleased with the bookings and as we release 8.0, I think that will have a big effect on this business and so, we're very encouraged. There is still work to be done, building up the team, but I think from where we sit today, we feel very good about 2016 and beyond. This is a big off market opportunity."

Source: Edited Transcript of ACTA earnings conference call or presentation 6-Aug-15 2:00pm GMT

 

As we move into 2016 and beyond, we should see organic revenue growth move more into the 20% to 25% range

"Turning to revenue on an organic basis, revenue for the 2015 quarter would have totaled $34.2 million after adding back the acquisition related deferred revenue adjustment. This represents 21% growth organically. Organic revenue growth of 21% is more indicative of where a company should report over the long term. With that said, the planned customer churn at FolioDynamix and delay in customer signings we have discussed will provide some headwind for organic revenue growth in the second half of 2015.

The midpoint of our full year revenue guidance equates the high teens organic revenue growth for full year 2015 which is how I would think of that from a modeling perspective. As we move into 2016 and beyond, we should see organic revenue growth move more into the 20% to 25% range."

Source: Last Conference Call
 

Daher kann ich auch den Rücksetzer nach den Quartalszahlen nicht nachvollziehen.

Ob es jetzt wirklich so viel Einfältige gibt, die einen Quartalsbericht nicht lesen können, oder so viel Shortseller, die glauben, dass es so viele Einfältige gibt, weiß ich auch nicht.

Aber das ist meines Erachtens auch egal, denn der Kurs wird das Dip nach meiner Einschätzung wieder zügig korrigieren.  

Ziegler Wealth Management Selects FolioDynamix Turnkey Asset Management Platform and Advisory Services

Aug. 11, 2015 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced that Ziegler Wealth Management has selected the FolioDynamix wealth management platform. The FolioDynamix platform will provide Ziegler with a single interface and unified processes for proposal generation, research, investment model management, portfolio management and reporting. FolioDynamix will be deployed as a turnkey asset management platform (TAMP), replacing legacy technology and providing Ziegler with the foundation to grow its wealth management business. FDx Advisors, the registered investment advisor affiliate of FolioDynamix, will provide institutional-quality investment research, overlay management and outsourced chief investment officer (OCIO) services, further enhancing the platform.
"We selected FolioDynamix for the comprehensiveness and flexibility of its technology, complemented by the seamless integration of its research and advisory services," stated Robert Moats, Senior Managing Director and Head of Ziegler Wealth Management. "Deploying a single, unified technology platform across all of our managed accounts will provide us with greater operational efficiency and give our advisors access to next generation portfolio management tools to better service clients. The research and overlay services will enable us to offer our clients an array of investment products and help our advisors build well-rounded portfolios, customized to each client's unique needs. The FolioDynamix platform will also give us the flexibility we need to expand our rep-directed and rep-as-advisor programs."
"Firms are realizing that they need a truly unified enterprise platform for the full wealth advisory lifecycle in order to streamline operations, win new clients and empower advisors for innovation and growth," said Joseph Mrak, Chairman and CEO at FolioDynamix. "We are extremely pleased that Ziegler selected the FolioDynamix wealth management platform and we look forward to helping them grow their business." Less

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Ziegler Wealth Management provides individuals and businesses an array of solutions to help achieve their unique financial goals. Our experienced financial advisors have a responsive, personal approach to understanding our clients' specific needs. Through traditional brokerage services, professionally managed accounts or financial planning services, our customized solutions encompass full-service financial advice and planning.

The Ziegler Companies, Inc., together with its affiliates (Ziegler), is a privately held investment bank, capital markets, wealth management and alternative investments firm. Nationally, Ziegler is ranked as one of the leading investment banking firms in its specialty sectors of healthcare, senior living, religion, and education, as well as general municipal and structured finance. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler provides its clients with capital raising, strategic advisory services, equity and fixed income sales & trading, wealth management and research.

 

MSDSonline Improves In-the-Field Mobile Efficiency With Enhanced Chemical Inventory Scanner App Features

CHICAGO, Aug. 12, 2015 (GLOBE NEWSWIRE) -- MSDSonline, the leading provider of cloud-based environmental, health and safety (EHS) solutions, today introduced enhancements to its Chemical Inventory Scanner application, expanding coverage to include most Apple(R) and Android(TM) devices, adding additional functionality, and improving upon an already easy-to-navigate user interface. The app improvements make it easier for users to scan and search barcodes for improved access to container details, safety data sheets (SDS) and other important chemical inventory information.
 

Headwind for organic revenue growth in the second half of 2015

"Turning to revenue on an organic basis, revenue for the 2015 quarter would have totaled $34.2 million after adding back the acquisition related deferred revenue adjustment. This represents 21% growth organically. Organic revenue growth of 21% is more indicative of where a company should report over the long term. With that said, the planned customer churn at FolioDynamix and delay in customer signings we have discussed will provide some headwind for organic revenue growth in the second half of 2015.

The midpoint of our full year revenue guidance equates the high teens organic revenue growth for full year 2015 which is how I would think of that from a modeling perspective. As we move into 2016 and beyond, we should see organic revenue growth move more into the 20% to 25% range."

Source: Transcript of Conference Call
 

Erachtens bis Ende 2016 reif für einen IPO sein könnten, wenn mit Hifle weiterer kleinerer Tuck In's bis  2017 zwischen 60 und 70 Millionen Umsatz stehen und dann zwischen 300 und 400 Millionen Marktkapitalisierung angepeilt werden könnten:

https://www.govdelivery.com/blog/...-make-a-big-impact-on-government/

Es könnte aber 2017/18 werden, denn unter einer halbe Milliarde IPO-Marktkapitalisierung lauft nur wenig, sodass auch ein Exit über einen Verkauf denkbar ist, der dann früher stattfinden könnte.  

"So we continue to look to acquire companies doing breakthrough things unique to government that are ready to scale, whether they are pre-revenue or half our size. So far, we’ve seen better innovations in the earlier stage companies. I don’t think government should have to wait 10 or more years to get its hands on the small innovations emerging in the Civic Tech marketplace, when we can bring at least some of them into the GovDelivery team and provide the right expertise, security and support to start driving impact now."

Letztendlich gilt aber: Beamte bewegen nun einmal ihre Ärsche nicht allzuschnell.  

From Conference Call about Bolt
.

"Finally, this Tuesday, we launched with our large financial group, the customer we announced on our Q4 call. This business serves the financial needs of middle income individuals and families across North America through their insurance, primarily life and annuities and investment products. They have 100,000 advisors and will be selling home, auto, homeowners, flood impact insurance to begin with through our platform. It should take six to 12 months to get all 100,000 agents trained in using the system. We are excited about the long-term potential for this opportunity."
 

Growth in the four platforms of Actua in the first half of 2015

- Bolt's revenue grew approximately 13% revenue growth in the six-month
period ended June 30, 2015 from the corresponding prior year period.
During the six months ended June 30, 2015, Bolt served approximately
2,100 independent commercial and personal property and casualty
insurance agent customers, six large commercial and personal property
and casualty insurance carrier-agency customers, five customers who are
non-traditional sellers of commercial and personal property and casualty
insurance products and one state commercial and personal property and
casualty insurance exchange customer;

- FolioDynamix's revenue grew 23% from the corresponding six-month prior
year period (for which Actua did not own FolioDynamix), and, during the
six months ended June 30, 2015, it served over 200 financial services
organizations, such as brokerage firms, banks (trust and retail), large
RIAs and RIA networks and other fee-based managed account providers;

- GovDelivery's revenue grew approximately 25% from the corresponding
six-month prior year period, and, during the six months ended June 30,
2015, it served over 1,000 government entities, agencies and
organizations at the national, state and local levels in both the United
States and Europe; and

- MSDSonline's revenue grew approximately 41% from the corresponding
six-month prior year period. During the six months ended June 30, 2015,
MSDSonline served close to 11,000 customers; approximately 75% are
platform customers, consisting of large and mid-market North American
businesses in a wide variety of industries.
 

Growth in the four platforms of Actua in the first half of 2015 is similar like Salesforce.com, but Salesforce.com has double multiple of revenues.  

As of June 30, 2015, Bolt had 209 employees, six of whom were part-time employees.

As of June 30, 2015, FolioDynamix had 106 employees, three of whom were part-time employees.

As of June 30, 2015, GovDelivery has 197 employees, two of whom were part-time employees.

Numbers of MSDSonline were not reported.
 

dass man für Foliodynamix 190 Millionen bezahlt hat und ist sich unsicher, welche Früchte die hohen Investitionen in Bolt tragen.