Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

Govdelivery ist ein internetbasierierter Provider von Sofware-Tools, der öffentlichen Institutionen hilft, mit inzwischen über 100 Millionen Menschem automatisiert zu kommunizieren.

Nach Informationen von Govdelivery erreicht man in 2015 Wachtumsraten um die 25% und dürfte nach meiner Einschätzung damit in 2015 bei 35 Millionen Dollar Umsatz gelegen haben. Bei gleicher Wachstumsrate, von der ich ausgehe, wären das in 2016 dann 44 Millionen Dollar Umsatz

Hier einige weitere Fakten:

Govdelivery ist die  #1      

1000+ öffentliche Institutionen nutzen Govdelivery

6,3 Milliarden Emails wurden 2015 versendet

100´+ Millionen haben sich bei Govdelivery registriert
 

Wealth Management Platform Provider FolioDynamix Appoints Steve Dunlap as President and Chief Operating Officer

Industry Veteran’s Past Experience at Cetera, Lockwood and Pershing Will Help Drive Next Level of Growth and Market Leadership for FolioDynamix

NEW YORK, Jan. 19, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the appointment of industry veteran Steve Dunlap as president and chief operating officer. With significant tenure in the wealth management and financial technology space and more than 25 years of strategy, leadership and operations experience, Steve will be a valuable asset to help FolioDynamix continue its current growth trajectory, deliver ongoing product innovation and support the large-scale operational needs of its enterprise wealth management clients. In addition to serving as president and COO, Steve will also join the company’s board of directors.
Prior to joining FolioDynamix, Steve ran the wealth management business at Cetera Financial Group, the second largest independent brokerage firm in the country, which was acquired by RCS Capital in 2014 in a $1.15 billion cash transaction. There, he also served as CEO of the asset management arm, known as Tower Square Investment Management. Prior to Cetera, Steve was the CEO of Lockwood Advisors and president of Pershing Managed Investments, the managed investments businesses of BNY Mellon. In the dot-com era, he helped create and build the venture-funded startup AnnuityNet, which later became Finetre Corporation and was acquired by Ebix, Inc. He is very active in the financial services industry and serves on several boards. He has also served on various industry committees with the Financial Services Institute and the Money Management Institute. As president and COO of FolioDynamix, Steve will oversee product strategy and development, client services, operations, marketing, and public relations.
 

Actua is pioneering the second wave of the cloud revolution – the vertical wave – by owning and growing cloud businesses that are transforming their markets. With more than 800 employees delivering unrivaled domain knowledge, agility and responsiveness to our customers, Actua is a group of rapidly growing vertical cloud businesses that is positioned to lead and dominate this wave.

Actua brings the power of the cloud to vertical markets and processes, including insurance, public sector communications and compliance. Learn more about the verticals we are transforming:
 

http://finance.yahoo.com/mbview/threadview/...&tls=la%2Cd%2C0%2C3  

Actua Corporation
NLS Time (ET) NLS Price NLS Share Volume
  16:00:01§$ 9.16   346
16:00:01 $ 9.16   3
  16:00:01§$ 9.16   100
16:00:01 $ 9.16   302
  16:00:01§$ 9.16   1,088
16:00:01 $ 9.16   200
  16:00:01§$ 9.16   18
16:00:01 $ 9.16   850
  16:00:01§$ 9.16   94
16:00:01 $ 9.16   53
  16:00:01§$ 9.16   300
16:00:01 $ 9.16   56
  16:00:01§$ 9.16   1,549
16:00:01 $ 9.16   281
  16:00:01§$ 9.16   1,566
16:00:01 $ 9.16   13
  16:00:01§$ 9.16   100
16:00:01 $ 9.16   204
  16:00:01§$ 9.16   500
16:00:01 $ 9.16   1,376


Read more: http://www.nasdaq.com/symbol/acta/time-sales#ixzz3xmLpihra
Trade Detail
Most Active in the After-Hours
                                        §
     17:06§$ 9.16 Low 138
     16:21§$ 9.1997 High 24,000
     16:01§$ 9.16 5,304


Read more: http://www.nasdaq.com/symbol/acta/after-hours#ixzz3xmKsMW3Q
 

Actua schlägt meines Erachtens Salesforce.com (CRM):

Die Entwicklung der Quartalsumsätze von Actua

Q1/13 = 12,0 Millionen Dollar
Q2/13 = 13,5 Millionen Dollar
Q3/13 = 16,1 Millionen dollar
Q4/13 = 17,7 Millionen Dollar
Q1/14 = 18,4 Millionen Dollar
Q2/14 = 19,0 Millionen Dollar
Q3/14 = 19,0 Million Dollar
Q4/14 = 26,6 Millionen Dollar
Q1/15 = 30,6 Millionen Dollar
Q2/15 = 33,5 Millionen Dollar
Q3/15 = 34,1 Millionen dollar



Das ist das Ergebnis von organischem und zugekauftem Wachstum, wobei die Zukäufe nit der eigenen Cash finanziert wurden - Schulden wurden bei den Zukäufen keine gemacht, velmehr sind sogar noch 80 Millionen Cash vorhanden.

Dass sich trotz dieser Entwicklung der Kurs von Actua in den letzzten zwölf Monaten halbierte unsd der Kurs trotz Cash von 80 Millionen mit weniger alls dem zweifachen Umsatz bewertet wird, halte ich bei einer organischen Wachstumsrate von 20 bis 25% für einen schlechten Witz - zumal Sdlesforeccom mit ähnlicher Wachstumsrate in den letzzten 12 Monaten weiter gestiegen ist und mit 8 das vierfache Umsatzmultiple von Acuta aufweist.


Und dabei halte ich Actua für das erfolgsversprechendere Cloud-Modell, da Actua ein Unternehmen der zweiten Welle der Cloud-Revolution ist - der vertikalen Cloud, die immer stärker dominiert. Acuta ist nämlich mit seinen ca. 800 Beschäftigten in den vier Core-Bereichen darauf ausgelegt, in diesen Bereichen zu dominieren (Govdelivery, VelocityEHS) bzw. mitzudominieren (Foliodynamic, Bolt): public sector communicationsm compliance, insurance, walth mangement).

 

                                                            §Shares Held

DECKER THOMAS A
  Director12/10/2015                                        120,978
§
ALEXANDER DOUGLAS A
   Officer11/09/2015                                        1,507,817
§
BUCKLEY WALTER W III
   Officer11/09/2015                                        1,616,023
§
MORGAN RAYMOND KIRK
   Officer09/01/2015                                           243,177                                                            §
                                                                                §
GERRITY THOMAS P
  Director06/19/2015                                           164,064          §
                                                                                §
DOWNES DAVID K
  Director06/18/2015                                           132,519          §
                                                                                §
ADELMAN DAVID J.
  Director06/12/2015                                        72,221
§
BERKMAN DAVID J
  Director06/12/2015                                           162,930          §
                                                                                          §
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Read more: http://www.nasdaq.com/symbol/acta/insider-trades#ixzz3xoaNtYLj
 

http://fortune.com/2016/01/20/all-oracle-applications-are-cloudbound/

Hoffentlich kommen die jetzt nicht ausgerechnet jetzt bei den ausgebombten Kursen mit einem Übernahmeangebot  

Oracle Exec: All Our Apps Will Be Cloud Apps

January 20, 2016, 11:34 AM EST

It’s a question of when, not if, customers’ applications will make the cloud transition.

Oracle is treading a fine line in its conversation with big customers that run its enterprise software applications in-house.

While the database-and-applications giant says it will continue to support those legacy applications—things like E-Business Suite, Hyperion, and Siebel that run on customers’ servers. But, going forward, it fully expects all of those applications—100% of them— to move to the cloud.

“It’s not a question of if, but when,” Steven Miranda, Oracle’s executive vice president of applications development, said at an event in New York on Wednesday.

“That doesn’t change our commitment to keep supporting those on-premises products for as long as you choose to use them,” he told a couple hundred customers, reporters, and analysts. He noted that the Oracle Applications Unlimited promise to keep supporting legacy apps remains unchanged, but that economics will prompt customers to make the cloud transition.
 

zumindest einen Teil der Salesforce.com-Aktien zu verkaufen und den Erlös in Actu-Aktien zu stecken.

Denn eigentlich ist die horizontale Cloud ein Ding von gestern und vertikale Lösungen sind angesagt.  

The Parchment Story: How eTranscript exchange is changing education

You work hard to earn education credentials such as transcripts, diplomas and certificates. They are critical when you want to take the next step in your education or career.  But when they are filed away as paper, they are hard to access and share when you need them most.

At Parchment, we build a virtual bridge to connect learners, educational institutions, associations and employers who rely on education credentials.  The Parchment platform has helped millions of people and thousands of schools and universities to exchange more than 12 million transcripts and other credentials globally.

We make the process simpler, secure and more transparent for everyone.  Registrars at Parchment member institutions issue education credentials electronically and save time and money.  On the other side of credential exchange, Parchment Receive members collect credentials from multiple issuers and individuals, streamline operations and access analytics. Parchment members serve individuals better, smarter, faster.  They put learners’ success at the center of everything they do.

Together with our members, we empower learners to put all their credentials in one place, online, where they can be easily and powerfully shared.  With Parchment.com learners can quickly show what they know, and discover education and career opportunities that put their credentials to work.

Parchment is powered by a team of experienced education and technology professionals who have first-hand experience serving students as registrars, admissions officers, teachers and engineers.  They are passionate about helping people use their education to achieve their full potential.

In a knowledge economy where opportunities are defined by what you know and how well you know it, let Parchment help you turn your credentials into opportunities.
 

View most recent trades for the selected time period:  
After Hours Volume: After Hours High: After Hours Low:
     3,933§$ 9.42
(16:19:57 PM) $ 9.42
(16:19:57 PM)

Trade Detail
Most Active in the After-Hours
After Hours Time (ET) "Time" is the time of the trade Eastern Standard Time.
After Hours Price "Price" is the trade price of the trade.
After Hours Share Volume "Share Volume" is the number of shares of the stock traded on the listing exchange during current trading hours. It does not include after hours volume.

     16:19§$ 9.42 High 120
     16:16§$ 9.42 549
     16:00§$ 9.42 3,264


Read more: http://www.nasdaq.com/symbol/acta/after-hours#ixzz3xrqyO4b3

Actua Corporation
NLS Time (ET) NLS Price NLS Share Volume
  16:00:01§$ 9.42   122
16:00:01 $ 9.42   551
  16:00:01§$ 9.42   100
16:00:01 $ 9.42   3,289
  16:00:01§$ 9.42   74
16:00:01 $ 9.42   37
  16:00:01§$ 9.42   100
16:00:01 $ 9.42   80
  16:00:01§$ 9.42   200
16:00:01 $ 9.42   2
  16:00:01§$ 9.42   36
16:00:01 $ 9.42   2,714
  16:00:01§$ 9.42   3,056
16:00:01 $ 9.42   100
  16:00:01§$ 9.42   313
16:00:01 $ 9.42   100
  16:00:01§$ 9.42   100
16:00:01 $ 9.42   400
  16:00:01§$ 9.42   632


Read more: http://www.nasdaq.com/symbol/acta/time-sales#ixzz3xrrMBgAW
 

Improving Citizen Experience Identified as Top 2016 Priority in GovDelivery Digital Government Engagement Trends Report
.

More Than 80% of Respondents to Focus on Delivering Better Experience for Citizens Despite Continued Budget Concerns

ST. PAUL, Minn., Jan. 21, 2016 (GLOBE NEWSWIRE) -- GovDelivery, the leading provider of cloud-based solutions enhancing the citizen experience, today released its annual report and infographic detailing the top trends for digital government engagement, based on a survey of more than 1,100 public sector communicators across federal, state & local and UK organizations. The report and infographic reveal key 2016 challenges and priorities across all levels of government and detail how the public sector intends to meet them.

In this year’s report, 82% of those surveyed identified “improving the citizen experience” as a top 2016 priority. Respondents recognized that the public sector is lagging behind its private sector counterpart in its ability to adapt quickly to meet modern citizen needs and expectations. Despite this focus on delivering a better experience, 58% of the government professionals cited a real lack of budget and resources as their biggest communication challenge in the coming year
 

FolioDynamix had $4.4 billion in assets under management and $559 billion in assets under Administration on its enterprise platform as of the end of September 2015, according to information from the firm.

According to Money Management Institute and Dover Financial Research data, FolioDynamix had about $28.5 billion in sponsored investment advisory assets and another $67.1 billion in non-sponsored Investment advisory assets in the third quarter of 2015. While that makes FolioDynamix one of the largest third-party
advisory vendors in the industry, the firm’s share of the market is still behind the industry leader, Envestnet, which had $73.2 billion in sponsored advisory assets and $191.3 billion in non-sponsored advisory assets at that time, according to MMI data.

Source: Fundfire - a Financial Times service
 

Actua schlägt meines Erachtens Salesforce.com (CRM):




Die Entwicklung der Quartalsumsätze von Actua

Q1/13 = 12,0 Millionen Dollar
Q2/13 = 13,5 Millionen Dollar
Q3/13 = 16,1 Millionen dollar
Q4/13 = 17,7 Millionen Dollar
Q1/14 = 18,4 Millionen Dollar
Q2/14 = 19,0 Millionen Dollar
Q3/14 = 19,0 Million Dollar
Q4/14 = 26,6 Millionen Dollar
Q1/15 = 30,6 Millionen Dollar
Q2/15 = 33,5 Millionen Dollar
Q3/15 = 34,1 Millionen dollar



Das ist das Ergebnis von organischem und zugekauftem Wachstum, wobei die Zukäufe nit der eigenen Cash finanziert wurden - Schulden wurden bei den Zukäufen keine gemacht, velmehr sind sogar noch 80 Millionen Cash vorhanden.

Dass sich trotz dieser Entwicklung der Kurs von Actua in den letzzten zwölf Monaten halbierte unsd der Kurs trotz Cash von 80 Millionen mit weniger alls dem zweifachen Umsatz bewertet wird, halte ich bei einer organischen Wachstumsrate von 20 bis 25% für einen schlechten Witz - zumal Sdlesforeccom mit ähnlicher Wachstumsrate in den letzzten 12 Monaten weiter gestiegen ist und mit 8 das vierfache Umsatzmultiple von Acuta aufweist.


Und dabei halte ich Actua für das erfolgsversprechendere Cloud-Modell, da Actua ein Unternehmen der zweiten Welle der Cloud-Revolution ist - der vertikalen Cloud, die immer stärker dominiert. Acuta ist nämlich mit seinen ca. 800 Beschäftigten in den vier Core-Bereichen darauf ausgelegt, in diesen Bereichen zu dominieren (Govdelivery, VelocityEHS) bzw. mitzudominieren (Foliodynamic, Bolt): public sector communicationsm compliance, insurance, walth mangement).

.com (CRM):

Die Entwicklung der Quartalsumsätze von Actua

Q1/13 = 12,0 Millionen Dollar
Q2/13 = 13,5 Millionen Dollar
Q3/13 = 16,1 Millionen dollar
Q4/13 = 17,7 Millionen Dollar
Q1/14 = 18,4 Millionen Dollar
Q2/14 = 19,0 Millionen Dollar
Q3/14 = 19,0 Million Dollar
Q4/14 = 26,6 Millionen Dollar
Q1/15 = 30,6 Millionen Dollar
Q2/15 = 33,5 Millionen Dollar
Q3/15 = 34,1 Millionen dollar



Das ist das Ergebnis von organischem und zugekauftem Wachstum, wobei die Zukäufe nit der eigenen Cash finanziert wurden - Schulden wurden bei den Zukäufen keine gemacht, velmehr sind sogar noch 80 Millionen Cash vorhanden.

Dass sich trotz dieser Entwicklung der Kurs von Actua in den letzzten zwölf Monaten halbierte unsd der Kurs trotz Cash von 80 Millionen mit weniger alls dem zweifachen Umsatz bewertet wird, halte ich bei einer organischen Wachstumsrate von 20 bis 25% für einen schlechten Witz - zumal Sdlesforeccom mit ähnlicher Wachstumsrate in den letzzten 12 Monaten weiter gestiegen ist und mit 8 das vierfache Umsatzmultiple von Acuta aufweist.


Und dabei halte ich Actua für das erfolgsversprechendere Cloud-Modell, da Actua ein Unternehmen der zweiten Welle der Cloud-Revolution ist - der vertikalen Cloud, die immer stärker dominiert. Acuta ist nämlich mit seinen ca. 800 Beschäftigten in den vier Core-Bereichen darauf ausgelegt, in diesen Bereichen zu dominieren (Govdelivery, VelocityEHS) bzw. mitzudominieren (Foliodynamic, Bolt): public sector communicationsm compliance, insurance, walth mangement).

Datenquelle: actua.com
 

http://www.cio.com/article/2921722/...rom-horizontal-to-vertical.html  

Thema ist, wird an folgender Stelle gut beschrieben.

Interest in vertical-market solutions is on the rise for many reasons. Technology has become the primary way of conducting business in many industries, and as digital communication increases among business partners, companies need standard interfaces to move data more efficiently.

For instance in 2009, the United States Department of Health and Human Services passed the Health Information Technology for Economic and Clinical Health Act, whose goal is to create a nationwide network of electronic health records. The legislation includes rules about how healthcare providers label items, like Radiology Information Systems (RIS), Picture Archiving and Communication Systems (PACS), speech recognition software, electrocardiogram systems, and Remote Patient Monitoring (RPM) devices.

One of the best-known healthcare regulations is HIPAA (Health Insurance Portability and Accountability Act), which has been in place since 1996 to safeguard patient information. Protected health information (PHI) is 50 times more valuable on the black market than other personally identifiable information (PII), according to a Bitglass survey.  

Vertical cloud solutions are emerging to deal with this rising tide of regulations. Market research firm Frost & Sullivan expects the United States Healthcare Cloud Market to grow from $903 million in 2013 to $3.5 billion in 2020.
 

Actua is capitalizing on the enormous opportunity that’s being generated by the second wave of the SaaS Revolution. Since 1996, Actua (former Internet Capital) has been doing nothing else - long before Salesforce and similar enter the market

With the majority of businesses still spending more than 90% of their IT budgets on legacy, on-premise technologies, Actua is positioned to transform and improve the way business gets done. Ultimately this transformation drives value for our customers, our investors and our management teams. Investors of Actua have the opportunity to ride this wave of value creation through the growth of our rapidly expanding cloud-based businesses.

Vertical SaaS is rapidly evolving.

Very few companies have seen that evolution from its inception:
•Observing and evaluating markets over time
•Watching new vertical cloud players emerge
•Studying their dynamics
•Buying, operating, growing, selling them – and learning lessons from both winning and losing along the way

The vertical cloud is an incredibly exciting market opportunity, promising to transform entire industries.

Source: actua.com  

https://wissen.consorsbank.de/t5/Wertpapierhandel/...ight/false#M3095  

Mal abgesehen davon,dass cloud aktien im Moment nicht gefragt sind und dass Actua hoch defizitär arbeitet,ist die Aktie für eine Vertzcal Cloud application Softwareaktie sowieso viel zu teuer und nicht etwa zu billig wie du das hier darstellst ! Genauso fing das bei dir mit LOCM auch an,deshalb rate ich,wenn du nicht wieder die ganze Kohle in den Sand setzen willst,eine viel bessere Cloudaktie zu kaufen,und damit meine ich bestimmt nicht Intercloud Systems:

http://www.ariva.de/forum/HP-Inc-HPQ-533582

MFG
Chali  

an welchen Kriterien er das festmacht und vor allem nicht, warum sein genannter Wert ein geeigneter Vergleichsmaßstab ist.  

was Actua betrifft,immerhin notieren die leicht unter Buch und sind Cashflowpositiv,d.h. du könntest Glück haben,dass es erstmal nicht weiter runter geht,aber jetzt mal was komisches: Du wartest seit 16 Jahren auf eine Kursverdopplung bei Actua und hast erst 32% geschafft ???? Das kann doch nicht dein Ernst sein,hm ?

Mager,mager ...  

wolln mal nicht gleich übertreiben,oder war das schon der freudsche Verschreiber ?  

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  

wie das in 6822 angeführt wird, aber vor 13 Jahren zwischen 3,40 und 5 Dollars schon - und von großen Teilen haben mich zwischen 18 und 25 Dollar auch schon einmal getrennt, aber momentan bin ich eben wieder am Kaufen, weil der Kurs meines Erachtens extrem günstig ist und die fundamental Lage sich gegenüber der Zeit, als ich für 18 -25 Dollar verkauft habe, noch einmal wesentlich verbessert hat.