Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

and the offer of one Actua-share for 60 Local Corp--shares (Value about $5 million) increase the revenues a lot higher than the amount of the invesment.

This would by 23.4 million outstanding shares of Local Corp only increase the number of shares of Actua from about 40 million to 40.4 milllion.

And the 17 million for the pay-back of debts can Acuta refinance easy through a sale of not needed assets and/or licensing the 14 valuable patents of Local Corp.  

http://www.foliodynamix.com/...t-are-robo-advisors-really-that-scary/  

http://www.foliodynamix.com/...compete-with-the-robo-advisor-and-win/  

How to Compete

The easiest way to compete effectively with robo-advisors is to invest in a modern wealth management technology platform to automate core business processes, reduce legacy system costs and improve advisor productivity. A next-generation, secure cloud-based wealth management technology platform will allow you to streamline the proposal generation and on-boarding process, provide your clients with an on-demand client portal, and provide the framework for value-added communications and holistic wealth management services that clients simply can’t get with a robo-advisor.  

https://washingtontechnology.com/articles/2015/07/...acquisition.aspx  

"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."
 

Revenue for the third quarter will be $34.5 Million an the cash flow from operations will be positive $1.5 Million after my estimates in the annoucment tomorrow.
 

http://finance.yahoo.com/news/...es-third-quarter-2015-133000687.html  

Erwartungen.

Ohne den Effekt, der von den Veränderungen der Forderungen und Verbindlichkeiten ausging und der bei ca. 4,5 Millionen liegt, hätte der operative Cash Flow mit mehr als drei Millionen im Plus gelegen - statt wie ausgewiesen mit mehr als einer Million im Minus.  Ob das allerdings die Kulisse sofort erkennt, ist eher fraglich.  

der Forderungen und Verbindlichkeiten gegenüber Kunden üblicherwise nicht in die Ermittlung des operativen Cash Flows ein.



The cash flow from operations were 2.947 million positive in Q3/15, if ..................

Without an increase of the accounts receivable of 7.322 million, which has a negative effect on the cash flow with this amount, and an increase of the accounts payable of 2.688 million, which has a positive effect on the cash flow with this amount, the numbers of the cash flow were 4.634 million higher – not negative 1.687 million, the cash flow from operations were 2.947 million.
 

http://www.actua.com/wp-content/uploads/2015/11/...-Q3-2015-FINAL.pdf  

ovdelivery: Revenue Growth: = 29% in Q3 2015 compared to Q3 2014

Digital communications and marketing platform that enables public sector organizations to effectively reach
citizens and drive action

Important metrics:*
• • New Signings: Closed 63 new deals in Q3 2015; new signings
included six large program opportunities and more than 20 upsells
(learning, texting, open data solutions)
• Total Customers: Serving 1,000+ federal, state, local and UK
government agencies reaching over 90 million citizen subscribers
• Pipeline: 15% higher than at the end of Q3 2014
• TAM: $1 billion
• Competitive Moat: 90+ million citizen subscribers create a network
effect, significantly expanding reach and audience for each customer
• Operating cash flow positive for 2015
• Annual subscription revenue model
* As of 9/30/15 unless otherwise noted
 

Competitive Moat: 90+ million citizen subscribers create a network
effect, significantly expanding reach and audience for each customer  

Total Addressing Market (TAM) : Multi-billion $$


Bolt: Revenue Growth = 16% in Q3 2015 compared to Q3 2014 and significantly improved operating losses in Q3

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

Important metrics:*
• Revenue Growth: 16% in Q3 2015 compared to Q3 2014
• New Signings: Closed one new customer in Q3 (previously announced in
Q2) and saw continued roll-out and broader utilization of the platform with
all three of its largest customers
• Carriers on Platform: 77
• Total Customers: Three top ten carriers, Citizens Insurance (State of
Florida), 2,100 independent agents, four alternative distribution partners
• Pipeline: 12 potential deals are in the pipeline, three of which are in the
final contracting stages
• TAM: Multi-billion $$
• Added an additional $150 million of premiums on the platform, bringing the
total premiums to $1.3 billion at quarter-end
• Competitive Moat: Platform is integrated into 77 of the largest insurance
carriers and has 3,600 carrier connections which creates the largest source
of insurance flow for direct carriers, agents, agencies and alternative
insurance distributors
• • Multi-year/multi-million dollar contracts
* As of 9/30/15 unless otherwise noted  

absurd halte:

Year-to-date operating cash flow improved by over $13.5 Million compared to the same prior year period

Operating cash fkiw was ($1.7) million compared to ($8.5) million in Q3 2014. Without an increase of the accounts receivable of 7.322 million, which has a negative effect on the cash flow with this amount, and an increase of the accounts payable of 2.688 million, which has a positive effect on the cash flow with this amount, the numbers of the cash flow were 4.634 million higher – not negative 1.687 million, the cash flow from operations were 2.947 million


Quelle für die verwendeten Daten: Pflichtllektüre in #6486  

http://biz.yahoo.com/e/151106/acta10-q.html  

wenn man bedenkt, dass man für dieses Unternehmen vor ca, einem Jahr 195 Millionen betrug - und das einem Umsatz bei vielleicht 35 Millionen IN diesem Jahr. Allerdings ist die Abstrafung von Actua in Höhe des gesamten Kaufpreises für wahrscheinlich diesen Kauf auch zu hoch.



Revenue Growthof Foliodynamix: 15% in Q3 2015 compared to Q3 2014 and a Multi-billion $$ Total Addressing Maket
.

Enables the delivery of client-centric, innovative, scalable,
wealth management solutions through secure, cloud-based,
fully integrated, advisory products and services
Important Metrics:*
• Revenue Growth: 15% in Q3 2015 compared to Q3 2014
• New Signings: Signed five new customers in Q3, and one subsequent to
quarter end, deals were a mix of small-to-medium size (five and six-figures
annually); a large seven-figure a year RIA platform. These additions bring the
total number of new deals signed in 2015 to 22.
• Total Customers: More than 200 banks, brokerage firms and large RIAs
• Pipeline: Continued to build in terms of quantity and velocity through pipeline;
seeing strong interest from banking, broker dealer and RIA markets
• TAM:• 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
• $4.4 billion in regulatory assets under management
*As of 9/30/15 unless otherwise noted
 

unter dem Titel "How to Compete" schon berichtet. Ob sich daraus ein Umsatzmultiple von 6 ableiten lässt, bin ich mir auch nicht sicher, aber sicher bin ich auch, dass ein Umsatzmultiple von 0 absurd ist.

The easiest way to compete effectively with robo-advisors is to invest in a modern wealth management technology platform to automate core business processes, reduce legacy system costs and improve advisor productivity. A next-generation, secure cloud-based wealth management technology platform will allow you to streamline the proposal generation and on-boarding process, provide your clients with an on-demand client portal, and provide the framework for value-added communications and holistic wealth management services that clients simply can’t get with a robo-advisor.    

10-Q
.

Actua is a multi-vertical cloud technology company with offerings that we believe create unique and compelling value for our customers and provide transformative efficiency to vertical markets. We manage our consolidated vertical cloud-based businesses, which operate in the commercial and personal property and casualty insurance, wealth management, government communications and environmental, health and safety (EH&S) markets, with a uniform set of industry-standard recurring revenue metrics and specifically look to drive growth at those businesses by:

� continuously creating compelling, differentiated cloud-based products
and services through investment in research and development;

� driving efficient long-term growth in recurring revenue through
investment in lead generation, marketing and sales;

� identifying, structuring and executing accretive acquisitions that
accelerate strategic plans, increase revenue growth and, over time,
improve margins;

� investing in and cultivating deep, domain-expert management teams; and

� implementing strategies to obtain operational leverage and increased
profitability while maintaining high revenue growth, particularly as a
company scales.
 

Q1/13 = 12.0 Million
Q2/13 = 13.5 Million
Q3/13 = 16.1 Million
Q4/13 = 17.7 Million
Q1/14 = 18.4 Million
Q2/14 = 19,0 Million
Q3/14 = 19.0 Million
Q4/14 = 26.6 Million
Q1/15 = 30.6 Million
Q2/15 = 33.5 Million
Q3/15 = 34 1 Million

This is the result of organic and bought growth, but the bought growth was financed only with the own cash - debts was not made.

 

die jetzt hoffentlich nicht wieder unleserlich gemacht wird:

http://icge.ir.edgar-online.com/efxapi/EFX_dll/...fkv&ID=10996321  

We believe that, through those and other measures, we are developing a set of leading businesses that possess unique assets which are hard to replicate and which
provide competitive differentiation in the sizable vertical markets in which they operate. We believe further that our vertical cloud business model focus, which
drives the compelling value proposition of our businesses, well-positions us to generate sustained, meaningful long-term returns for our stockholders, through,
among other things:
• high revenue visibility and predictability (and lower revenue volatility than traditional software companies);
• strong gross margins;
• disciplined customer acquisition and attractive lifetime customer values, which allow for efficient growth through investment in sales and marketing;
• economies of scale inherent in multi-tenancy software architecture, which allow a focus on innovation; and
• ultimately, long-term profitability and operating cash flow.  

In einer der letzten Euro am Sonntags beschreibt der Schweizer Privatbankier Andreas R. Sarasin, welche Chancen sich für Unternehmen wie Foliodynamix auftun: "Die jungen Reichen - ob nun Erben oder nicht - erwarten Betreuung via E-Mail, Website und Apps. Sie sind es gewohnt, ständig auf dem Laufenden gehalten zu werden. Sie wollen die Kontrolle und Transparenz behalten, auch wenn sie einen Vermögensverwalter beauftragt haben."  

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, which are highlighted by:

� approximately 3,600 commercial and personal property and casualty
insurance products from over 77 carriers that Bolt is able to offer
through its platform;

� the broad reach of FolioDynamix's wealth management platform, which
serviced approximately $560 billion of AUM as of September 30, 2015, and
its complementary investment advisory services, which encompassed
approximately $18 billion of AUM (of which $4.4 billion are Regulatory
Assets Under Management) as of September 30, 2015;

� GovDelivery's subscriber base of more than 90 million interested citizens; and

� VelocityEHS' industry-leading proprietary database, which contains over 8.8 million safety data sheets.
 

VelocityEHS: Revenue Growth: 34% in Q3 2015 compared to Q3 2014

Environmental, Health and Safety compliance platform
that enables organizations to meet stringent
and costly OSHA requirements
Important Metrics:*
• Revenue Growth: 34% in Q3 2015 compared to Q3 2014
• New Signings: Added 577 new customers in Q3 2015, KMI added
14 new customers in Q3 (same number signed in first half of 2015)
• Total Customers: More than 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; seeing significant pipeline
momentum across the board, with cross-sell team seeing increased
activity
• TAM: $3 billion
• Competitive Moat: Database of almost 9 million material safety data
sheets is a 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 9/30/15 unless otherwise noted
Note: MSDSonline rebranded to VelocityEHS in September 2015