Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

http://thetrustadvisor.com/news/...roves-wealth-platforms-are-in-play  

http://finance.yahoo.com/news/...nds-encompass-program-130000848.html  

http://insideri.com/1353939_000120919115069133_0001209191-15-069133  

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

Competitors from the cloud with such organic growth-rates has higher numbers than the only 4-times-revenues of Actua.

 

Date

Insider

Shares

Type

Transaction

Value*

Sep 1, 2015 MORGAN RAYMOND KIRK
Officer
492 Direct Disposition (Non Open Market) at $14.23 per share. 7,001

Aug 11, 2015 BUCKLEY WALTER W III
Officer
7,000 Indirect Purchase at $13.68 per share. 95,760

Jun 22, 2015 BUCKLEY WALTER W III
Officer
10,000 Indirect Purchase at $13.46 per share. 134,600

Jun 19, 2015 GERRITY THOMAS P
Director
10,000 Direct Purchase at $12.99 per share. 129,900

Jun 18, 2015 DOWNES DAVID K
Director
10,000 Direct Purchase at $13.02 per share. 130,200

Jun 18, 2015 ALEXANDER DOUGLAS A
Officer
10,000 Direct Purchase at $13 per share. 130,000

Jun 17, 2015 MORGAN RAYMOND KIRK
Officer
985 Direct Disposition (Non Open Market) at $12.98 per share. 12,785

 

http://www.washingtonpost.com/blogs/federal-eye/...t-has-stepped-out/  

wie die Märkte mit ihrem Kursrückgang seit den Jahreshöchstständen andeuten und ich teilweise auch argumentiert hatte (aber das ausmaß für zu, hoch gehalten hatte):


http://blog.emoneyadvisor.com/wp-content/uploads/...Breakout-Mrak.pdf
 

Actua Corporation (NASDAQ:ACTA) shares have been given a 1 rating by analysts surveyed by Zacks Investment Research. Sell-side firms often use different terminology for their ratings so this scale provides a simple consensus number. The ratings are calculated on a 1 to 5 scale where 1 represents a Strong Buy and 5 a Strong Sell. When analysts were polled three months ago, the stock had an average rating of 1.

Sell-Side brokerage firms have a price target of $23.333 on shares of Actua Corporation (NASDAQ:ACTA). This is based on analysts one year projections on the stock. The most bearish analyst outlook has a price target of $20, while the most aggressive firm sees the stock reaching $25 within the year.

http://www.investornewswire.com/analyst-views/...ting-in-focus/33178/  

Firms are moving to a more client centric approach

Firms are investing in processes and technology that:
Put the client first
Free advisors up to spend more time interacting with clients and less time in the back office  

https://www.youtube.com/watch?v=KDIcxnH5aj8  

http://www.actua.com/wp-content/uploads/2015/08/...ck-August-2015.pdf  

Actua Platform Advantage: the Intersection of Vertical IP and SaaS IP

Being part of the Actua Platform provides:
• Public company advantage – strong balance sheet provides solid foundation and stability
• Accelerated market share and adoption
• Almost 1,000 experts in industry-specific vertical SaaS
• A core team with deep expertise in building technology companies by fueling growth, operating leverage
• Faster innovation cycles
• Ability to attract, grow and retain talent


http://www.actua.com/wp-content/uploads/2015/08/...ck-August-2015.pdf
 

http://www.indeed.com/q-Govdelivery-jobs.html  

Investment Highlights
• Large market opportunity
• Clear market leader in each vertical market
• Strong recurring revenue base
• Demonstrated record of outstanding revenue growth
• Proven track record of successfully entering and scaling cloud-ready
markets  

Our universe of monitored software-as-a-service (SaaS) players started 2015 with an average run-rate revenue multiple of 5.5 times, down from 6.5 times starting 2014. We viewed the 5.5 times multiple as defensible, but it did contract narrowly, to 5.3 times exiting the first half. However, revenue growth averaged roughly 10% over the six-month period (versus second-half 2014) to leave a 4.5% average return for our monitored SaaS universe. This return essentially matched the low end of the 5%-10% sector return we projected in our “2015 Outlook” note published on Jan. 11.
Revenue growth for our monitored SaaS universe remains forecast at 21% for 2015. Against this backdrop, with the average run-rate revenue multiple for the SaaS group having contracted to 5.3 times exiting the first half versus highs near 6.5 times exiting 2013, we believe a significant likelihood of multiple expansion now exists in the second half to augment organic revenue growth forecast at roughly 10%-15% for the six-month period. Overall therefore, we continue to expect returns of 20%-25% for the group for all of 2015, leaving a view of roughly 15%-20% returns possible in the second half. As a reminder, at the beginning of the year, our outlook expected first-half returns of 5%-10% followed by second-half returns of 10%-20%. Given the strong revenue performance of the first half (up roughly 10% in six months), we view the fact that returns were at the low end of our expectation as simply creating a scenario in which we have even greater confidence in a strengthening of returns in the second half (now expecting an average of 15%-20% upside versus 10%-20% prior).
Roth Capital Partner at barrons/articles/four-cloud-firms
 

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, which are highlighted by:

• the more than 3,500 commercial and personal property and casualty insurance products from over 60 carriers that Bolt is able to offer through its platform;

• the broad reach of FolioDynamix’s wealth management platform, which serviced approximately $572 billion of AUM as of June 30, 2015, and its complementary investment advisory services, which encompassed approximately $19 billion of AUM (of which $4.3 billion are Regulatory Assets Under Management) as of June 30, 2015;

• GovDelivery’s subscriber base of more than 90 million interested citizens; and

• MSDS’s industry-leading proprietary database, which contains over 8.5 million safety data sheets.  

Another key component of our business strategy, in addition to our multi-vertical domain expertise and effective and efficient research and development, is the leverage inherent in the recurring revenue generated by our cloud-based software delivery model. In part because our customers are required to make periodic payments to continue receiving access to our cloud-based products and services, we have established long-term relationships with our customers, many of which are governed by multi-year contracts that have historically high renewal rates.  The consistent revenue stream provided by our recurring revenue model, coupled with our relatively high gross margins, allow us to drive revenue growth more consistently over time through investment in lead generation, sales and marketing. In order to ensure that we are effectively leveraging our cloud-based model, we closely monitor and manage the revenue growth rates, along with the gross margins, number of customers and a variety of customer retention and sales efficiency metrics, at each of our businesses. 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.

http://stocknewsflow.com/...1_000108562115000005_0001085621-15-000005
 

Manipulationszenario, das ein langfristiger Anleger zu Einstieg nutzen kann:

http://www.nasdaq.com/symbol/acta/time-sales  

http://www.lulegacy.com/2015/07/11/...ing-for-actua-corp-acta/545128/  

Actua Corp (NASDAQ:ACTA)‘s stock had its “outperform” rating reiterated by equities researchers at Northland Securities . They currently have a $25.00 price target on the stock. Northland Securities’ price objective indicates a potential upside of 81.69% from the company’s current price .  

MSDSonline & KMI Open New Office to Serve Australia and New Zealand
.

MSDSonline & KMI Open New Office to Serve Australia and New Zealand, Strengthening EHS Presence in Oceania

. .TORONTO, Sept. 10, 2015 (GLOBE NEWSWIRE) -- MSDSonline, the leading provider of cloud environmental health and safety (EHS) solutions, along with its wholly-owned subsidiary, Knowledge Management Innovations (KMI), today announced the opening of its new office in Queensland. The new office positions both companies to better serve the growing customer base in the region, while meeting the increased market demand for their EHS and sustainability solutions.

Together, MSDSonline and KMI form one of the fastest growing EHS software providers in the industry with offices in the United States, Canada, the United Kingdom, and now Australia. Its solutions, known for their simple design and ease of use, help enterprises solve complex sustainability challenges, mitigate operational risks, and improve business performance. The newest update of its EHS and sustainability software, Version 5.1, was released in July and features improved risk assessment capabilities and compliance management reporting.
 

http://finance.yahoo.com/news/...kmi-open-office-serve-123000711.html  

http://www.foliodynamix.com/defining-next-generation-rep-as-pm/  

http://direct.govloop.com/...edium=Email&utm_campaign=GovDelivery  

https://www.govloop.com/about-us/