Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)


Seite 268 von 385
Neuester Beitrag: 02.02.24 06:39
Eröffnet am:06.12.05 13:53von: LibudaAnzahl Beiträge:10.605
Neuester Beitrag:02.02.24 06:39von: ReeCouponsLeser gesamt:1.333.038
Forum:Hot-Stocks Leser heute:260
Bewertet mit:
32


 
Seite: < 1 | ... | 266 | 267 |
| 269 | 270 | ... 385  >  

63586 Postings, 7347 Tage LibudaDas Spielchen

 
  
    #6676
16.12.15 19:08
Nobody - I am sure - can explain you the idiotic low share-price with help of the fundamals of Acuta, because they are more than excellent.

It is important, that the options for the management and the board were coupled on the develpment of the share-price, too - additional to other targets.

By the actual targets management and board has an interest on low share-Prices, which lower the options-prices - only in the long run want management and board higher prices.

One method to dump the share-price is, that members of the management and the board let the company sell few shares for taxes - which were recognized from investors, but is a nonevent.

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934 or
Section 30(h) of the Investment Company Act of 1940
1. Name and Address of Reporting Person *
Decker Thomas A
2. Issuer Name and Ticker or Trading Symbol
Actua Corp [ ACTA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
__ X __ Director _____ 10% Owner
_____ Officer (give title below) _____ Other (specify below)
(Last) (First) (Middle)
C/O ACTUA CORPORATION, 555 E.
LANCASTER AVENUE, SUITE 640
3. Date of Earliest Transaction (MM/DD/YYYY)
12/10/2015
(Street)
RADNOR, PA 19087
(City) (State) (Zip)
4. If Amendment, Date Original Filed (MM/DD/YYYY)
6. Individual or Joint/Group Filing (Check Applicable Line)
_ X _ Form filed by One Reporting Person
___ Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1.Title of Security
(Instr. 3)
2. Trans. Date 2A. Deemed
Execution
Date, if any
3. Trans. Code
(Instr. 8)
4. Securities Acquired (A)
or Disposed of (D)
(Instr. 3, 4 and 5)
5. Amount of Securities Beneficially Owned
Following Reported Transaction(s)
(Instr. 3 and 4)
6.
Ownership
Form:
Direct (D)
or Indirect
(I) (Instr.
4)
7. Nature
of Indirect
Beneficial
Ownership
(Instr. 4)
Code V Amount
(A) or
(D) Price
Common Stock, par value $.001 per share 12/10/2015 D 514 (1) D $0.00 120978 D

The only reason for the lower share-prices is shortselling without any fundamental reason. Typical are the lot of 100-shares-orders with the target only to dump the price - and not to get a high price for the sold shares.

 

Optionen

63586 Postings, 7347 Tage LibudaSummary zu Govdelivery

 
  
    #6677
16.12.15 23:17

63586 Postings, 7347 Tage LibudaGrown from 3 employees in 2001 to 360 now

 
  
    #6678
16.12.15 23:53
Software firm taking block of Motorola Mobility's space in the Mart


VelocityEHS was represented by Executive Vice President Brad Serot and Senior Vice President Paul Reaumond of Los Angeles-based CBRE.
The company is more than doubling its space, from about 43,000 square feet at neighboring River North Point, formerly known as the Apparel Center. It hopes to move as soon as mid-March, Trout said.

VelocityEHS provides environmental, health and safety software that helps client comply with Environmental Protection Agency and Occupational Safety and Health Administration standards for functions such as storing and handling chemicals.
The company has grown from three employees in 2001, when it first introduced the software, to 360 now, including 300 in Chicago. The firm also has offices in Canada, Australia and England. Radnor, Pa.-based Actua owns a controlling interest in VelocityEHS.

Revenue has increased about 35 percent annually in recent years and was more than $32 million in 2014, Trout said. He declined to provide estimated 2015 revenue.

In the new space, the firm expects to increase its employee count 20 to 25 percent annually in the coming years, Trout said. The company has added 100 Chicago employees since 2014.

The Mart space will accommodate growth, and because it's already built out and furnished, the company can move in sooner than if it had completed a lease with Vornado, Trout said.
As part of the sublease, VelocityEHS will be able to use meeting spaces and Motorola Mobility's massive rooftop deck with views of the river, he said.
“We have access to amenities that we wouldn't have had in the other space,” Trout said.

http://www.chicagobusiness.com/realestate/...art-space-to-velocityehs

 

Optionen

63586 Postings, 7347 Tage LibudaVelocity:40 Millionen Umsatz und 360 Beschäftigte

 
  
    #6679
17.12.15 09:24
Revenue has increased about 35 percent annually in recent years and was more than $32 million in 2014, CEO Trout said. He declined to provide estimated 2015 revenue.

http://www.chicagobusiness.com/realestate/...art-space-to-velocityehs

But we know the growth-rate of revenues from last presentation – and the result will be revenues of more than 40 million in 2016:

VelocityEHS: Revenue Growth: 34% in Q3 2015 compared to Q3 2014 (Note: MSDSonline rebranded to VelocityEHS in September 2015)

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
 

Optionen

63586 Postings, 7347 Tage LibudaActua beats Salesforce.com

 
  
    #6680
17.12.15 21:24

63586 Postings, 7347 Tage LibudaSource: boltinc.com

 
  
    #6681
17.12.15 22:04
Bolt – 1 – Guarantee Customer Retention and Build Loyalty
The Bolt Platform™ helps you and your agents serve all the needs of your customers regardless of whether you carry the product that can meet their needs – an approach that’s key to ensuring completely satisfied customers that return again and again. Depending on the configuration, the Bolt Platform™ can allow your agents to quote all their customers’ insurance needs according to your appetite, get quotes from other standard markets for products you don’t supply, and even get quotes from non-standard markets. And all of this happens in real time, in a matter of minutes, while your agents or customers sit comfortably at home or work.

Bolt – 2 – Increase Revenue per Customer
When customers approach your agents for a risk, do you get all the business? No, of course not. How about serving 90% of your customers’ needs every time somebody comes through the door? Imagine having the ability to quote, bind and issue all the risks your clients request? You’ve invested mightily in your marketing program. Stop deferring business and start making sales every time opportunity knocks.

Bolt – 3 – Capitalize on a $250 Billion Dollar - Multi-Channel Distribution Opportunity
The reality is, you need to sell the way people buy – you need to be able to handle consumers’ needs their way, on their time. And with the Bolt Platform™ you can. In fact, you can repurpose the products you carry to stream through any distribution channel at any time and do it fast. Less

Bolt – 4 – Gain Instant Access to a Multitude of Markets
Simply put, the Bolt Platform™ offers the single best way to choose and buy insurance regardless of your current or potential distribution channels. The Bolt Platform™ has dozens of carriers offering markets* and is the most automated insurance distribution platform available.
Using the Bolt Platform™, an insured can buy your products, other carriers' products, E&S products, special programs products, or any combination of the above that your company decides to provide, all in real time. Your agents can get multiple quotes 24 hours a day and your products will always be first in line. Whenever you don’t have the product or appetite, and you or your agent wish to present a complete insurance solution to the customer, the Bolt Platform™ enables your agents to quote, bind and issue the products their customers need in a matter of minutes instead of the very typical hours, days or weeks. It has never been easier to meet all of your customers’ needs in a single, speedy transaction – in fact, it has never before been possible.


Bolt – 5 – Keep Your Commissions and Revenues In-house
Your agents are going to other agents and networks to try to get their customers the coverage they need. Imagine if, in a single pass, they could quote all the markets the customer is seeking, bind and issue the policies, keep the commissions and revenues “in-house,” and make themselves and your company more money in the process.

 

Optionen

63586 Postings, 7347 Tage LibudaKMI ist inzwischen ein Subsidiary von Velocity

 
  
    #6682
18.12.15 09:36

63586 Postings, 7347 Tage LibudaGovdelivery: 35 million revenues 2015 - up 25%

 
  
    #6683
18.12.15 09:49
Govdelivery: 35 million revenues in 2015, up about 25 percent over 2014

This year, Burns’ GovDelivery, an Internet-based provider of software tools that help more than 400 states, counties, localities and international governments automatically interact with more than 100 million citizens annually about everything from getting their veterans benefits to licensing a pet. It will hit a record $35 million in revenue, up about 25 percent over 2014.

startribune/govdelivery-cashes-in-by-helping-government-clients-s­ave-money/361642901/
 

Optionen

468 Postings, 4130 Tage hpgronauhotmail.comPrognose: Foliodynamix wird ein Totalverlust

 
  
    #6684
18.12.15 11:43
Die Software ist überwiegend eine Cloud-Fassade. Hilfen zu Anlageentscheidungen von FDX Advisors sind ein alter Hut.
Foliodynamix agiert in einem schrumpfenden Markt. Die Zielgruppe: kleine bis mittlere Vermögensverwaltungen, kämpft mit dem Rücken zur Wand gegen Blackrock und Goldman Sachs. Stichwörter: ETFs, Supercomputer und globale Vernetzung.
Foliodynamix ist auch nur die Nummer 2 . Eine alte Börsenregel sagt: Kaufe nur den Marktführer in einem engen Segment. Aus dem enttäuschenden Erlös von Procurian im Vergleich zu Ariba hätte man doch was lernen können. Dieser weichgespülte CEO Walter Buckley denkt viel, aber leider erfolglos.
Verharrt das Wachstum von Foliodynamix bei 15-20 %  werden beim nächsten Jahresabschluss 100 Millionen Dollar Abschreibung fällig. Mal sehen, wie sich der „Denker“ darum herumdrückt.  

63586 Postings, 7347 Tage LibudaExtreme undervalued

 
  
    #6685
18.12.15 13:12

Velocity: More than 40 million revenues in 2015 and now 360 employees - By 8-times-revenues like the cloud-competitor Salesforce, which has as a lower growth-rate than the 37% of Velocity, alone this one of four core-companies would have a value of 320 million -together with 80 million cash more than the complete market-cap of Local Corp of today.

Revenue has increased about 35 percent annually in recent years and was more than $32 million in 2014, CEO Trout from Velocity said. He declined to provide estimated 2015 revenue.

chicagobusiness/realestate/...art-space-to-velocityehs

But we know the growth-rate of revenues from last presentation – and the result will be revenues of more than 40 million in 2016:

VelocityEHS: Revenue Growth: 34% in Q3 2015 compared to Q3 2014 (Note: MSDSonline rebranded to VelocityEHS in September 2015)

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
 

Optionen

63586 Postings, 7347 Tage LibudaGovdelivery hat etwa gleiches Erlöswachstum wie

 
  
    #6686
18.12.15 13:23
der bekannteste Cloud-Competitor Salesforce.com, der mit dem 8-fachen des Umsatzes bewertet wird. Selbst wenn wir für Govdelivery nur das 6-fache ansetzen, ergibt sich ein Wert für Govdelivery von 210 Millonen.


Govdelivery: 35 million revenues in 2015, up about 25 percent over 2014

This year, Burns’ GovDelivery, an Internet-based provider of software tools that help more than 400 states, counties, localities and international governments automatically interact with more than 100 million citizens annually about everything from getting their veterans benefits to licensing a pet. It will hit a record $35 million in revenue, up about 25 percent over 2014.

Zusammen mit den 320 Millionen von Velocity ergeben sich für die zwei wertvollsten der vier Core-Unternehmen schon zusammen 530 Millionen. Und Cash, die zwei Core-Unternehmen Boltinc und Foliodynamix und drei kleinere Venture-Beteiligungen kommen noch dazu.

startribune/govdelivery-cashes-in-by-helping-government-clients-s­­ave-money/361642901/  

Optionen

63586 Postings, 7347 Tage Libuda35 Millionen Erlöse+positive earnings+cash flow

 
  
    #6687
18.12.15 14:05
September 16th, 2014
Actua to Acquire FolioDynamix- A note from Walter Buckley
Growing over 40% for each of the last two years, FolioDynamix brings to Actua a current net revenue run rate of over $30 million (approximately $50 million on a gross revenue basis) with positive earnings and cash flow.
Source: actua.com

Addition we ne the growth-rate in 2015 from the last presentation:
         •§Foliodynamix: Revenue Growth 15% in Q3 2015 compared to Q3 2014 and a Multi-billion $$ Total Addressing Market
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
 

Optionen

63586 Postings, 7347 Tage LibudaNur 15% Wachstum sind nicht gerade das Gelbe

 
  
    #6688
18.12.15 18:26
bei Foliodynamix . Der Rückgang wurde aber im letzten hier auch angeführten Conference Call als vorübergehend bezeichnet und auf vereinzelte Kundenverluste bei zugekauften Unternehmen zurückgeführt.

Trotzdem würde ich aber die 35 Millionen Umsatz von Foliodynamix nur mit dem Fakor 4 bewerten, obwohl beim Kauf vor etwas mehr als einem Jahr der Faktor 6 bezahlt wurde - also ein Wertansatz von 140 Millionen.

Dass Actua seit dem Kauf das 4-Fache dieser Differenz von 70 Millionen verloren hat, ist nicht nachzuvollziehen, zumal die exzellente Entwicklung bei Velocity and Godelivery das mehr als ausgleicht. Daher wird auch der hyprogronaut aus 6684 mit der Enttäuschung leben müssen, dass wie schon in den letzten Quartalen keine Abschreibungen auf die Firmenwerte erfolgen, denn bei der Bemessung dieser Abschreibungen wird mit Discounting-Modellen gearbeitet, die das gesame zugekaufte Vermögen bewerten - also auch das hochrentable von Velocity und Govdelivery mit ihren vielen erfolgreichen Tuck-Inns.  

Optionen

63586 Postings, 7347 Tage LibudaWhy the valuation of today is a joke:

 
  
    #6689
18.12.15 21:36
Value from the 3 most valuable companies alone = 670 million

Velocity = 320 million

Govdelivery = 210 million

Foliodynamix = 140 miilion

And you most add the value of the core-company Bolt, three venture-companies and the cash.

And therefore is the valuation of today a joke. Less
 

Optionen

18110 Postings, 7108 Tage ScansoftIch glaube die Hauptursache

 
  
    #6690
18.12.15 22:22
für die niedrige Bewertung ist, dass hier viel zu wenige Postings im Thread verfasst werden. Bin mit sicher, dass der Kurs steigen wird, wenn 24/7 alle 2 Minuten ein Posting erfolgt.  

63586 Postings, 7347 Tage LibudaEine derartige Nummer habe ich noch nie erlebt

 
  
    #6691
19.12.15 00:18
Big manipulations at 16:00:04 or buy back of shares?

Actua Corporation
NLS Time (ET) NLS Price NLS Share Volume
  16:00:04§$ 10.28   7
16:00:04 $ 10.28   100
  16:00:04§$ 10.28   12
16:00:04 $ 10.28   200
  16:00:04§$ 10.28   4,886
16:00:04 $ 10.28   259
  16:00:04§$ 10.28   66
16:00:04 $ 10.28   310
  16:00:04§$ 10.28   117
16:00:04 $ 10.28   1,996
  16:00:04§$ 10.28   5
16:00:04 $ 10.28   2
  16:00:04§$ 10.28   5
16:00:04 $ 10.28   1,200
  16:00:04§$ 10.28   1,000
16:00:04 $ 10.28   16,056
  16:00:04§$ 10.28   5
16:00:04 $ 10.28   1,200
  16:00:04§$ 10.28   20
16:00:04 $ 10.28   17
  16:00:04§$ 10.28   144
16:00:04 $ 10.28   500
  16:00:04§$ 10.28   365
16:00:04 $ 10.28   1,167
  16:00:04§$ 10.28   100
16:00:04 $ 10.28   76
  16:00:04§$ 10.28   1,000
16:00:04 $ 10.28   100
  16:00:04§$ 10.28   700
16:00:04 $ 10.28   1
  16:00:04§$ 10.28   35
16:00:04 $ 10.28   100
  16:00:04§$ 10.28   100
16:00:04 $ 10.28   4
  16:00:04§$ 10.28   60
16:00:04 $ 10.28   200
  16:00:04§$ 10.28   700
16:00:04 $ 10.28   7
  16:00:04§$ 10.28   500
16:00:04 $ 10.28   1,200
  16:00:04§$ 10.28   400
16:00:04 $ 10.28   82
  16:00:04§$ 10.28   174
16:00:04 $ 10.28   100
  16:00:04§$ 10.28   95
16:00:04 $ 10.28   57
  16:00:04§$ 10.28   136
16:00:04 $ 10.28   3,600
  16:00:04§$ 10.28   3,300
16:00:04 $ 10.28   76
16:00:04 $ 10.28   133
16:00:04  $ 10.28   158
16:00:04 $ 10.28   6,990
16:00:04  $ 10.28   76
16:00:04 $ 10.28   95
16:00:04  $ 10.28   200
16:00:04 $ 10.28   800
16:00:04  $ 10.28   8,767
16:00:04 $ 10.28   76
16:00:04  $ 10.28   200
16:00:04 $ 10.28   154
16:00:04  $ 10.28   5,300
16:00:04 $ 10.28   76
16:00:04  $ 10.28   200
16:00:04 $ 10.28   144
16:00:04  $ 10.28   100
16:00:04 $ 10.28   96
16:00:04  $ 10.28   95
16:00:04 $ 10.28   100
16:00:04  $ 10.28   151
16:00:04 $ 10.28   5,200
16:00:04  $ 10.28   76
16:00:04 $ 10.28   500
16:00:04  $ 10.28   140
16:00:04 $ 10.28   200
16:00:04  $ 10.28   95
16:00:04 $ 10.28   100
16:00:04  $ 10.28   147
16:00:04 $ 10.28   2,600
16:00:04  $ 10.28   700
16:00:04 $ 10.28   2,600
16:00:04  $ 10.28   799
16:00:04 $ 10.28   2,600
16:00:04  $ 10.28   1,598
16:00:04 $ 10.28   2,600
16:00:04  $ 10.28   501
16:00:04 $ 10.28   1,598
16:00:04  $ 10.28   100
16:00:04 $ 10.28   2,700
16:00:04  $ 10.28   1,100
16:00:04 $ 10.28   1,598
16:00:04  $ 10.28   1,543
16:00:04 $ 10.28   100
16:00:04  $ 10.28   1,065
16:00:00 $ 10.28   3,020
16:00:00  $ 10.28   2,100
16:00:00 $ 10.28   1,500
15:59:59  $ 10.23   100
15:59:58 $ 10.28   100
15:59:58  $ 10.28   100


Read more: http://www.nasdaq.com/symbol/acta/time-sales#ixzz3uiUul22U
Read more: http://www.nasdaq.com/symbol/acta/time-sales#ixzz3uiU3SmU6
 

Optionen

63586 Postings, 7347 Tage LibudaDie drei wertvollsten Beteiligungen

 
  
    #6692
20.12.15 09:38
• Why the valuation of today is a joke: Value from the 3 most valuable companies aone = 670 million
Velocity = 320 million

Govdelivery = 210 million

Foliodynamix = 140 miilion

And you most add the value of the core-company Bolt, three venture-companies and the cash.

And therefore is the valuation of today a joke.


Govdelivery: 35 million revenues in 2015, up about 25 percent over 2014

This year, Burns’ GovDelivery, an Internet-based provider of software tools that help more than 400 states, counties, localities and international governments automatically interact with more than 100 million citizens annually about everything from getting their veterans benefits to licensing a pet. It will hit a record $35 million in revenue, up about 25 percent over 2014.
startribune/govdelivery-cashes-in-by-helping-government-clients-s­ave-money/361642901/ Less

Govdelivery has similar revenue-growth like the cloud-markrt-champion Salesforce, which is valued with 8-times-revenues, If we use only 6-times-revenues for Govdelivery = a value of 210 million.

Govdelivery: 35 million revenues in 2015, up about 25 percent over 2014

This year, Burns’ GovDelivery, an Internet-based provider of software tools that help more than 400 states, counties, localities and international governments automatically interact with more than 100 million citizens annually about everything from getting their veterans benefits to licensing a pet. It will hit a record $35 million in revenue, up about 25 percent over 2014.

startribune/govdelivery-cashes-in-by-helping-government-


September 16th, 2014
Actua to Acquire FolioDynamix- A note from Walter Buckley
Growing over 40% for each of the last two years, FolioDynamix brings to Actua a current net revenue run rate of over $30 million (approximately $50 million on a gross revenue basis) with positive earnings and cash flow.
Source: actua.

Additional we know the growth-rate in 2015 from the last presentation: Foliodynamix: Revenue Growth 15% in Q3 2015 compared to Q3 2014 and a Multi-billion $$ Total Addressing Market

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 Less

The growth of 15% is not excellent, but the CEO said on the last Conference Call that Foliodynamix will come back to the range of 20%-25% again in 2016.

But I lower the mutliple from 6 by the buy of Foliodymix to now 4 = a valuation of 140 million.


Velocity: More than 40 million revenues in 2015 and now 360 employees - By 8-times-revenues like the cloud-competitor Salesforce, which has as a lower growth-rate than the 37% of Velocity, alone this one of for core-companies would have a value of 320 Million -together with 80 Million cash more than the complete market-cap of Local Corp of today.

Revenue has increased about 35 percent annually in recent years and was more than $32 million in 2014, CEO Trout said. He declined to provide estimated 2015 revenue.

chicagobusiness/realestate/...art-space-to-velocityehs

But we know the growth-rate of revenues from last presentation – and the result will be revenues of more than 40 million in 2016:

VelocityEHS: Revenue Growth: 34% in Q3 2015 compared to Q3 2014 (Note: MSDSonline rebranded to VelocityEHS in September 2015)

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
 

Optionen

63586 Postings, 7347 Tage LibudaAus den Umsatzprognoesen von 40 Millionen

 
  
    #6693
20.12.15 12:12
von Velocity und jeweils 35 Millionen von Foliodynaix und GoIndustry ergibt sich für die vierte Core-Compnay Bolt bei einem Guidance von 134 Millionen GesamtUmsatz für 2015 ein Umsatz von 24 Millionen.

Für Bolt würde ich trotz enormer Chancen nur ein Multiple von 3 ansetzenm da aie als einziged der veri Core-Companies bei Umsatz und Cash Flow noch nicht im positiven Berecih sind, was auf einen Unternehmenswert von 72 Millionen hinausliefe.  

Optionen

63586 Postings, 7347 Tage Libuda2016: Exiting investment mode; entering profitable

 
  
    #6694
20.12.15 12:19
• 5 year model

• Assumes 15-20% organic revenue growth in the out years

• Expect to see slow, steady improvement on the gross margin line to
75% (on an annual basis)

• Expect to see continued leverage in R&D and G&A (R&D uptick in
2015 and 2016 as we invest in platforms)

• Sales and marketing investment levels will be predicated on the return
we can realize (difficult to predict timing; but expect it to decrease
over time to 25-30%)

• Accretive tuck-ins are an important part of the strategy to help drive
growth and leverage

• 2016 – Exiting investment mode; entering profitable growth
mode

http://www.actua.com/wp-content/uploads/2015/10/...nference-FINAL.pdf  

Optionen

63586 Postings, 7347 Tage LibudaKMI gehört zu Velocity

 
  
    #6695
20.12.15 12:56
Regardless of industry, our clients worldwide are unified by their dedication to employee safety, environmental stewardship and sustainable operations. Our success is measured by their satisfaction and our ability to earn their trust through character and competence. If you are considering an EHS software solution we would encourage you to reach out to our clients.  

Optionen

63586 Postings, 7347 Tage Libudajoel-bruckenstein-qa-with-foliodynamix

 
  
    #6696
20.12.15 14:38

63586 Postings, 7347 Tage LibudaInstamed ist eines der drei Venture Capital-

 
  
    #6697
20.12.15 16:34

63586 Postings, 7347 Tage Libudauas 6696: Foliodynamix beherrscht Omni-Channel

 
  
    #6698
20.12.15 18:21
wie kaum ein anderes Unternehmen der Branche.

Q: Omni-channel client engagement—what do you see as future trends and impacts on advisor technology?

I’m thinking about how we have so many silos of technology that don’t talk [to each other]. There has been a tendency on the part of advisors to look at every technology decision in a vacuum. Advisors have not paid enough attention to how all the pieces fit together. That applies to their third party technology partners as well as their custodians and broker-dealers. If all of the systems cannot communicate and share information effectively, you are going to have major inefficiencies.

APIs are becoming commonplace driving persistence across engagements and devices. APIs allow disparate systems to communicate with each other and share information across platforms. This is a net positive for the industry. My only caution is that not all APIs are equally robust or equally effective. Advisors need to perform some due diligence to determine if the APIs their providers offer are sufficient to service your needs.
 

Optionen

63586 Postings, 7347 Tage LibudaGovdelivery wächst weiter

 
  
    #6699
20.12.15 21:11

63586 Postings, 7347 Tage LibudaWhy the valuation of today is a joke: Value of the

 
  
    #6700
20.12.15 23:54
Velocity = 320 million

Govdelivery = 210 million

Foliodynamix = 140 miilion

Bolt = 75 million

And you most add the three venture-companies and the cash.

And therefore is the valuation of today a joke.



Velocity: More than 40 million revenues in 2015 and now 360 employees - By 8-times-revenues like the cloud-competitor Salesforce, which has as a lower growth-rate than the 37% of Velocity, alone this one of for core-companies would have a value of 320 Million -together with 80 Million cash more than the complete market-cap of Local Corp of today.

Revenue has increased about 35 percent annually in recent years and was more than $32 million in 2014, CEO Trout said. He declined to provide estimated 2015 revenue.

chicagobusiness/realestate/...art-space-to-velocityehs

But we know the growth-rate of revenues from last presentation – and the result will be revenues of more than 40 million in 2016:

VelocityEHS: Revenue Growth: 34% in Q3 2015 compared to Q3 2014 (Note: MSDSonline rebranded to VelocityEHS in September 2015)

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



Foliodynamix: Revenues of 35 million with positive earnings and cash flow.

September 16th, 2014
Actua to Acquire FolioDynamix- A note from Walter Buckley
Growing over 40% for each of the last two years, FolioDynamix brings to Actua a current net revenue run rate of over $30 million (approximately $50 million on a gross revenue basis) with positive earnings and cash flow.
Source: actua.

Additional we know the growth-rate in 2015 from the last presentation: Foliodynamix: Revenue Growth 15% in Q3 2015 compared to Q3 2014 and a Multi-billion $$ Total Addressing Market

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 Less

The growth of 15% is not excellent, but the CEO said on the last Conference Call that Foliodynamix will come back to the range of 20%-25% again in 2016.

But I lower the mutliple from 6 by the buy of Foliodymix to now 4 = a valuation of 140 million.



Revenues of Bolt about 25 millioni in 2015 and the value by 3-times-revenus = 75 million

As the result of revenues of 40 million of Velocity, 35 million of Govdelivery, 35 million of Foliodymaix and a guidance of about 135 Million for the revenues of all four core-companies = 25 milllion revenues of Bolt.

Bolt could have an excellent future, but have not reached today positve earrings and cash flow from operations - and therfore I will only use 3-times-revenues for a valuation = 75 miilion.



Govdelivery: 35 million revenues in 2015, up about 25 percent over 2014

This year, Burns’ GovDelivery, an Internet-based provider of software tools that help more than 400 states, counties, localities and international governments automatically interact with more than 100 million citizens annually about everything from getting their veterans benefits to licensing a pet. It will hit a record $35 million in revenue, up about 25 percent over 2014.
startribune/govdelivery-cashes-in-by-helping-government-clients-s­ave-money/361642901/ Less

Govdelivery has similar revenue-growth like the cloud-markrt-champion Salesforce, which is valued with 8-times-revenues, If we use only 6-times-revenues for Govdelivery = a value of 210 million.

Govdelivery: 35 million revenues in 2015, up about 25 percent over 2014

This year, Burns’ GovDelivery, an Internet-based provider of software tools that help more than 400 states, counties, localities and international governments automatically interact with more than 100 million citizens annually about everything from getting their veterans benefits to licensing a pet. It will hit a record $35 million in revenue, up about 25 percent over 2014.

startribune/govdelivery-cashes-in-by-helping-government-
 

Optionen

Seite: < 1 | ... | 266 | 267 |
| 269 | 270 | ... 385  >  
   Antwort einfügen - nach oben

  1 Nutzer wurde vom Verfasser von der Diskussion ausgeschlossen: tradeconto