Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

http://www.boltinc.com/blog/2015/5/12/...-everything-you-need-to-know  

- 1,000+ government organizations use the GovDelivery Platform to connect with more than 100 million people
I
- GovDelivery sent more than 6 billion messages through its platform

- GovDelivery is one of the top drivers of site traffic for public sector organizations and initiatives

Source: acuta.com

 

After my estimate will Govdelivery be an IPO in 2017 or 2018, when the revenues reach through orgiaic growth and additional tuck-in's the level of 80 million in the year.

That would be by 5-times.-revenues an IPO-market-cap of 400 million  

falling knife!  

Nummer, denn hier wurden -von wem auch immer . sämtliche Postings der letzten drei Tage gelöscht.  

mein folgendes Posting toleriert:


stannguru • 7 minutes ago  After my estimate will Govdelivery be an IPO in 2017 or 2018, when the revenues reach through organic growth and additional tuck-in's the level of 80 million in the year.


That would be by 5-times-revenues an IPO-market-cap of 400 Million for Govdelivery.
 

Govdelivery: 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

Quelle: letzte presentatation auf local.com  

nicht local.com, sondern actua.com ist die Quelle  

A study by research firm IDC reports that local and state government will spend about $25.5 billion on IT, with civic tech spending comprising 24 percent and growing 14 times faster than traditional tech.

On Nov. 10, the civic tech movement passed another milestone, this time, by way of an announcement from GovDelivery. The civic engagement platform, which assists governments with emails, texts and open data services, is celebrating 100 million citizen subscribers to its more than 1,000 government customers.

Since the Saint Paul, Minn., company was founded in 2000, it has expanded from an email distribution service, to include social media offerings and open data platforms with the acquisition of NüCivic in 2014. In 2015 it acquired Textizen to further embed itself into the government communications market with the startup’s text messaging tools.

In its release, GovDelivery touted average subscriber growth this year to about 3.3 million unique users per month. Currently, its emails sent to citizens in 2015 total more than 6.3 billion and its text messages are counted at more than 174.6 million. Geographically, GovDelivery — which is held by the cloud company Actua — has laid roots in 244 countries.

Source: Government Technolögy
 

After my estimate will Govdelivery be an IPO in 2017 or 2018, when the revenues reach through orgiaic growth and additional tuck-in's the level of 80 million in the year.

That would be by 5-times.-revenues an IPO-market-cap of 400 Million.
                                     
Base for the awaited IPO-market-cap is an estimate of revenues of 40 million in 2015, By growth-rates of 29% like of the organic growth in the last times the revenues would be in 2017 about 66 million. And additional esimate is that small tuck-ins will go on with aboutt 14 million revnues
= together 80 million revenues in 2017.

 

Hedge-Funds verkauft:


Owner Name

Date

Shared Held

Change (Shares)

Change (%)

Value (in 1,000s)


DYNAMIC TECHNOLOGY LAB PRIVATE LTD 09/30/2015 0 (19,047) Sold Out  
FINANCIAL ARCHITECTS, INC 09/30/2015 0 (14) Sold Out  
GRANAHAN INVESTMENT MANAGEMENT INC/MA 09/30/2015 0 (253,481) Sold Out  
HEDEKER WEALTH MANAGEMENT GROUP, LLC 09/30/2015 0 (2) Sold Out  
PDT PARTNERS, LLC 09/30/2015 0 (31,058) Sold Out  
PHOCAS FINANCIAL CORP. 09/30/2015 0 (17,698) Sold Out  
SECOR CAPITAL ADVISORS, LP 09/30/2015 0 (22,230) Sold Out  
SUSQUEHANNA INTERNATIONAL GROUP, LLP 09/30/2015 0 (10,361) Sold Out  
TFS CAPITAL LLC 09/30/2015 0 (76,305) Sold Out  
TURNER INVESTMENTS, L.P. 09/30/2015 0 (15,000) Sold Out  
TWO SIGMA ADVISERS, LLC 09/30/2015 0 (15,317) Sold Out  
TWO SIGMA INVESTMENTS LLC 09/30/2015 0 (64,540) Sold Out


Read more: http://www.nasdaq.com/symbol/acta/...al-holdings?page=8#ixzz3rlZppIVI
 

But only small changes by the more conservative Investors like Fidelity, Vanguard, State Street, Morgan Stanley or Emerald Advisers

Owner Name

Date

Shared Held

Change (Shares)

Change (%)

Value (in 1,000s)

FMR LLC 09/30/2015 6,122,912 33,979 .56 68,577
PEMBROKE MANAGEMENT, LTD 09/30/2015 3,927,915 (32,385) (0.82) 43,993
CAPITAL WORLD INVESTORS 09/30/2015 2,602,000 0 0.00 29,142
VANGUARD GROUP INC 09/30/2015 2,531,005 36,574 1.47 28,347
DIMENSIONAL FUND ADVISORS LP 09/30/2015 2,282,821 (71,957) (3.06) 25,568
BANK OF MONTREAL /CAN/ 09/30/2015 1,746,832 81,683 4.91 19,565
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. 09/30/2015 1,061,279 (41,312) (3.75) 11,886
BLACKROCK FUND ADVISORS 09/30/2015 1,010,682 (13,569) (1.33) 11,320
POLAR ASSET MANAGEMENT PARTNERS INC. 09/30/2015 992,300 6,300 .64 11,114
GOLDMAN CAPITAL MANAGEMENT INC 09/30/2015 726,000 66,000 10 8,131
COLUMBIA PARTNERS L L C INVESTMENT MANAGEMENT 09/30/2015 721,527 (26,812) (3.58) 8,081
STATE STREET CORP 09/30/2015 681,719 (11,170) (1.61) 7,635
RICE HALL JAMES & ASSOCIATES, LLC 09/30/2015 601,959 43,624 7.81 6,742
MORGAN STANLEY 09/30/2015 559,348 (34,071) (5.74) 6,265
EMERALD ADVISERS INC/PA 09/30/2015 539,737 68,959 14.65 6,045

Read more: http://www.nasdaq.com/symbol/acta/institutional-holdings#ixzz3rldJewiC  

The insurance industry is changing, and BOLT is at the forefront of introducing solutions to meet consumer expectations,”

November 17th, 2015

BOLT® Insurance Agency, a Leading Personal and Commercial Insurance Marketplace, Expands Offerings to Better Serve Consumers

FARMINGTON, CT – November 17, 2015 – BOLT Insurance Agency has expanded its offerings to better serve its growing base of loyal and satisfied personal and commercial business customers nationwide. The BOLT Marketplace, powered by the BOLT platform, is now offering motorcycle, boat, renter, condominium, flood, and pet insurance. These expanded insurance offerings reflect the wide diversity and experience of BOLT and its Licensed Insurance Specialists.

In addition, BOLT released a new mobile-friendly Marketplace offering consumers a better user experience across many devices and screen sizes.

“The insurance industry is changing, and BOLT is at the forefront of introducing solutions to meet consumer expectations,” said Eric Gewirtzman, CEO of Bolt Insurance Agency. “Our mobile-friendly Marketplace paired with the industry’s broadest insurance offerings make BOLT a ‘one stop shop’ for consumers.”
 

€ zum $, aktuell ist die 11$ Marke gerissen, die 10$ werden nun ins Visier genommen, die müssen halten sonst ...........................  

with 6,122,912 shares – an increase of 33,979 shares angst the last quarter.
Fidelity owning now a klittle bit more than 15% of the outstanding shares with a value of 68.6 million at 09/30/2015.

Corporate information

Who we are
Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future.
Established in 1969 as the international arm of Fidelity Investments, which was founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and is today owned mainly by management and members of the original founding family.

What we do
We invest USD $258 billion^ globally on behalf of clients in Asia-Pacific, Europe, the Middle East, and South America. Our clients range from central banks, sovereign wealth funds, pension funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.
In addition to asset management, we offer investment administration and guidance for employer benefit schemes, advisers and individuals in several countries. We are responsible for USD $81 billion^ in assets under administration.

Our investment philosophy & approach
Building on active, bottom-up research, we create the competitive advantage that is able to deliver superior returns for our clients. Because markets are only semi-efficient, we act on intelligent insight:
* We have one of the largest global research capabilities with over 400 investment professionals around the world.
* Our portfolio managers and analysts attend more than 17,000 company meetings a year – or one every 10 minutes on average.
* We are committed to proprietary research, with 90% of our research produced in-house  

on 09/30/2015 with 2,531,005 shares – an increase of 36,574 shares against the last quarter.
VANGUARD GROUP INC owning now a about 6,2% of the outstanding shares with a value of 28.3 million at 09/30/2015.

The Vanguard Group is an American investment management company based in Malvern, Pennsylvania, that manages approximately $3.0 trillion[1] in assets. It is the largest provider of mutual funds and now the second-largest provider of exchange-traded funds (ETFs) in the world, with about $451 billion in ETF assets under management, as of March 2015.[2] It offers mutual funds and other financial products and services to retail and institutional investors in the United States and abroad. Founder and former chairman John C. Bogle is credited with the creation of the first index fund available to individual investors,[3] the popularization of index funds generally,[4] and driving costs down across the mutual fund industry  

on 09/30/2015 with 2,071,691 shares – a decrease of 54,881 shares against the last quarter.
Blakcrock is owning now a about 5,9% of the outstanding shares with a value of 23.2 million at 09/30/2015.

BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. 09/30/2015 1,061,279 (41,312) (3.75) 11,886
BLACKROCK FUND ADVISORS 09/30/2015 1,010,682 (13,569) (1.33) 11,320

BlackRock, Inc. is a multinational investment management corporation based in New York City. Founded in 1988, initially as a risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager with over $4.5 trillion in assets under management.[2] At the end of 2014, 65 percent of Blackrock's assets under management were from institutional investors. BlackRock is independently managed, with no single majority stockholder; stock is owned by institutional and individual investors, including BlackRock employees.[citation  

Cloud-based environment, health, safety and sustainability management software solutions make it easier than ever to track and report on chemicals and safety processes across facilities.
By Glenn D. Trout
Nov 01, 2015

In the weeks following the massive explosion at a warehouse owned by Ruihai International Logistics in the Chinese port of Tianjin, investigators are getting a better idea of what led to the disaster that killed 173 people—104 of whom were firefighters—and injured hundreds more. It's been reported that top executives repeatedly disregarded safety regulations with inaccurate chemical reporting while officials from the city's transportation commission overlooked the illegal work being carried out by the company
 

http://www.actua.com/...ardous-chemical-safety-procedures-a-priority/  

Fidelity, VANGUARD GROUP and Blackrock owning now together 27.1 of Actua
.

Biggest owner on 09/30/2015 was Fidelity with 6,122,912 shares. Fidelity owning now a little bit more than 15%

VANGUARD GROUP INC is a big owner on 09/30/2015 with 2,531,005 shares VANGUARD GROUP INC owning now a about 6.2% of the outstanding shares.

Blackrock is a big owner on 09/30/2015 with 2,071,691 shares - Blakcrock is owning now a about 5.9% of the outstanding shares
 

http://www.actua.com/...-investor-conference-part-5-close-up-on-bolt/  

http://www.dakotafinancialnews.com/...nce-0-41-eps-nasdaqacta/643460/  

Analysts have set a 1-year consensus price objective of $22.33 for the company

November 11th, 2015 - by Doug Madison

Actua Corp logoShares of Actua Corp (NASDAQ:ACTA) have been assigned an average broker rating score of 1.00 (Strong Buy) from the three analysts that provide coverage for the stock, Zacks Investment Research reports. Three investment analysts have rated the stock with a strong buy recommendation.

Analysts have set a 1-year consensus price objective of $22.33 for the company and are expecting that the company will post ($0.41) earnings per share for the current quarter, according to Zacks. Zacks has also assigned Actua Corp an industry rank of 103 out of 265 based on the ratings given to its competitors.

Read more at: Dakota Financial News
 

Actua should after my opinion use about 10 million of the 80 million cash for additional buy-backs of own sharees by such excellent prices for buy-back of shares.
 

200 million for Foliodynamix for the the the repurchase of shares, I am sure, that the share-price were today above $20.