Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

mehr als 6.000 Stück zugekauft worden und auch ich war wie fast immer in den letzten Tagen mit einigen Stücken dabei, aber ich habe mir die schäbige Nummer verkniffen, mit negativen oder lauen Postings den Einstiegspreis zu verbilligen.

Denn erstens ist das eine verbotene Kursmanipulation, zweitens unanständig und drittens wegen der geringen Beträge absurd.  

was damit 14,7-mal so hoch ist wie das von Actua in Höhe von 0,68


salesforce.com, inc. (CRM) -NYSE

Balance Sheet:  

Quarterly Data All numbers in thousands

Period Ending Jan 31, 2015 Jan 31, 2014 Jan 31, 2013

Total Stockholder Equity 3,975,183   3,038,510   2,317,633    

Good volume in Germany today
.

Actua Aktie
WKN: A12A4C
ISIN: US0050941071
Symbol: ACTA
Typ: Aktie
Aufnehmen in Watchlist/Depot
Times & Sales: Tradegate
Zeit
Kurs Stück
20:06:46 6,944 € 300
19:24:04 6,984 € 250
17:40:48 6,824 € 10
15:20:53 6,824 € 1
14:59:07 6,85 € 250
14:05:15 6,78 € 500
11:49:26 6,743 € 3.703
11:46:10 6,826 € 587
09:44:56 6,99 € 400
Times & Sales: Frankfurt
Zeit
Kurs Stück
17:20:37 6,697 € 150
14:42:17 6,949 € 125
08:20:03 6,863 € 0
 

macht die Bewertung der einzelnen Teileinheiten und ihre Addition, die Addition der Cash und die Subtraktion der Schulden meines Erachtens sehr viel mehr Sinn als einer Fast-Holding-Struktur dubiose Gesamtanalyse-Tools, die bunt blinkende und nichts sagende furzende Bildlein produzieren, überzustülpen. Denn fehlendes Analyse- und Interpretationsweissen wird durch Technik geheilt, sondern verschlimmbessert.

 

Revenues of Velocity increased near 35% in 2015 to 40 million and will increase with similar percentage in 2016 to about 54 million

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
• 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

Safety Initiiatives In The Workplace can increase profits 18% and reduce number of safety incidents 49%
Source; The Financial Impacts of Workplace Accidents
- Every $1 in safety programs results in up to a 6-fold return
- 500,000+ mid.sized companies require MDS compliance solutions
- 8+ millions workers rely on VelocityEHS for chemical hazard informations
- 11,000 customers served worldwide
Source; The Financial Impacts of Workplace Accidents

"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 about 40 million in 2015:

- 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 Less

VelocityEHS Recommended for EHS Software Buyers’ Shortlist by Independent Analyst Firm

CHICAGO, Feb. 03, 2016 (GLOBE NEWSWIRE) -- VelocityEHS, a leading cloud environmental, health, safety (EHS) and sustainability platform provider, announced today its recent recognition in Verdantix’s Green Quadrant: EH&S Software 2016. VelocityEHS stood out as the top-scoring firm for Chemical Management and Management of Change (MOC). The analysis named the VelocityEHS platform the number one EHS software for chemical management and suggested that customers planning significant change management or those looking to improve incident, near miss and CAPA management should shortlist VelocityE­HS

2016 Predictions for the EHS Market from VelocityEHS CEO, Glenn Trout

February 2nd, 2016

This is the third blog post in our series on 2016 predictions for the vertical markets we serve (see parts 1 and 2). Below we look at what lies ahead for the Environmental, Health and Safety (EHS) market, through the eyes of Glenn Trout, CEO, VelocityEHS. The following are Glenn’s EHS predictions for 2016:

• GHS transition pressures continue: Glenn foresees that the GHS transition will continue to pick up steam in the second and third quarters of 2016 as the final adoption deadline hits on June 1, 2016 in the U.S. In addition to this upcoming deadline, chemical suppliers that did not meet their 2015 deadlines will face even greater pressure, as they work to catch up to the transition timeline.

• Ever increasing regulatory scrutiny and transparency across the boards: Glenn predicts that OSHA will publish a final rule to improve the tracking of workplace illness and injuries, which will modernize reporting requirements and lead to more companies being required to report injuries and illnesses on a more regular (annual or quarterly) basis. In addition, Glenn predicts that OSHA will shift their focus to more complex inspections in 2016, which will allow inspectors to emphasize quality and thoroughness as opposed to quantity. He also predicts that safety management will see increased regulatory scrutiny following the catastrophic events in Tianjin, China in 2015 and elsewhere. And finally, he expects there to be increased pressure on companies to be more transparent in their EHS and sustainability reporting throughout their supply chain.


 

ist mit einfachem Menschenverstand betrachtet nichts wert. Das wird bei den Cloudfirmen auch noch ankommen. Wer nicht jetzt mit der "Cloud" Geld verdient, ist zu spät gekommen. Aber so lange die Manager von Actua für ihre Gehälter auf die Gewinnrücklagen zurückgreifen können, wird die Firma bestehen bleiben. Actua ist ein reiner Selbstbedienungsladen. Die Äußerungen des Managements sind exemplarisch dafür, wie man den Aktionären Sand in die Augen streut. Wer will kann daraus wertvolles lernen.

 

dürften auch der Grund dafür sein, dass so unbekannte Anleger wie Fidelilty und andere mit so geringen Prozentsätze wie z.B. Fidelity mit etwas mehr als 15% der ausstehenden Aktien an Actua beteiligt sind.

Im folgenden noch weitere ähnlich unbekannte Eigner wie Fidelity:


Owner Name

Date

Shared Held

Change (Shares)

Change (%)

Value (in 1,000s)


FMR LLC 12/31/2015 6,122,912 0 0.00 45,493
PEMBROKE MANAGEMENT, LTD 12/31/2015 3,443,415 (484,500) (12.34) 25,585
CAPITAL WORLD INVESTORS 12/31/2015 2,602,000 0 0.00 19,333
VANGUARD GROUP INC 12/31/2015 2,582,894 51,889 2.05 19,191
DIMENSIONAL FUND ADVISORS LP 12/31/2015 2,342,534 59,713 2.62 17,405
BANK OF MONTREAL /CAN/ 12/31/2015 1,941,551 194,719 11.15 14,426
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. 12/31/2015 1,078,581 17,302 1.63 8,014

Read more: http://www.nasdaq.com/symbol/acta/institutional-holdings#ixzz40Q8dSnp5
 

Grund dafür sein, dass so unbekannte Anleger wie Fidelilty und andere mit so geringen Prozentsätze wie z.B. Fidelity mit etwas mehr als 15% der ausstehenden Aktien an Actua beteiligt sind.

Im folgenden noch weitere ähnlich unbekannte Eigner wie Fidelity, Z.B. Blackrock oder Vanguard:

Owner Name

Date

Shared Held

Change (Shares)

Change (%)

Value (in 1,000s)


FMR LLC 12/31/2015 6,122,912 0 0.00 45,493
PEMBROKE MANAGEMENT, LTD 12/31/2015 3,443,415 (484,500) (12.34) 25,585
CAPITAL WORLD INVESTORS 12/31/2015 2,602,000 0 0.00 19,333
VANGUARD GROUP INC 12/31/2015 2,582,894 51,889 2.05 19,191
DIMENSIONAL FUND ADVISORS LP 12/31/2015 2,342,534 59,713 2.62 17,405
BANK OF MONTREAL /CAN/ 12/31/2015 1,941,551 194,719 11.15 14,426
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. 12/31/2015 1,078,581 17,302 1.63 8,014
BLACKROCK FUND ADVISORS 12/31/2015 1,060,280 49,598 4.91 7,878


Read more: http://www.nasdaq.com/symbol/acta/institutional-holdings#ixzz40QQg1wUK
 

and Year End 2015 Results Monday, February 29th After Market Close






RADNOR, Pa., Feb. 17, 2016 (GLOBE NEWSWIRE) -- Actua Corporation (ACTA), the multi-vertical cloud company, will release the financial results for its fourth quarter and full-year ended December 31, 2015 on Monday, February 29, 2016, after the market closes.

The Company will host a conference call to discuss fourth quarter and full year results on Monday, February 29, 2016 at 5:00 p.m. ET. Participating on the conference call will be Walter Buckley, Actua’s chief executive officer, and Kirk Morgan, chief financial officer of the Company. The dial-in numbers for the call are 866.317.2576 or 678.509.7521.  The Conference ID for either dial-in is 25946670.

The Company will also host a live webcast for the call with an accompanying slide presentation.  The webcast can be accessed at www.actua.com/investors/events-presentations/. Participants can also view third quarter information by clicking the link on Actua’s home page at www.actua.com. Please log on to the website approximately ten minutes prior to the call to register and download and install any necessary audio software.

For those unable to participate in the conference call, a replay will be available beginning February 29, 2016 at 8:00 p.m. ET until March 7, 2016 at 11:59 p.m. ET. To access the replay, dial 855-859-2056 or 404-537-3406.  The Conference ID is 25946670. The replay and slide presentation can also be accessed on the Actua website at www.actua.com/investors/events-presentations/.
 

Eine wichtige Größe für ein Unternehmen wie Actua ist die Umsatzentwicklung seiner Beteiligungen. Die Umsätze der vier Kernbeteiligungen, an denen Actua zwischen 90% und 100% hält, finden sich bei Acuta wieder, die Umsätze der drei Minderheitsbeteiligungen sind nicht enthalten - auch nicht anteilig.

Quartalsumsätze von Actua (Quellen: diverse Quartaspresentations von Actua)

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

Das ist das Resultat von organischem Wachstum und zugekauftem Wachstum, wobei die Zukäufe fast komplett aus der eigenen Cash finanziert wurden - wobei das "fast" nicht auch Kreditaufnahme bedeutet, sondern der Beteiligung verkaufenden Unternehmen an einem der vier Kernunternehmen.

Für 2015 hat das Unternehmen im Guidance eine Zielgröße von 134 Millionen genannt, was 35,8 Millionen in Q4/2015 bedeutet.

Für 2016 gehe ich von einem Wachstum von 30% aus, davon 23% organisch und weitere 7% durch sogenannte Tuck-In's (kleinere Zukäufe der vier Kernbeteiligunen), womit wir bei 174 Millionen landen würden  

wenn wir von den gestrigen 284,72 Millionen Marktkapitalisierung und den angenommenen 174 Millionen Umsatz in 2016 angesehen - und das bei im Vergleich zu den Competitors sehr niedrigen Kosten.  

werde kann.

http://www.itapro-digital.org/itapro/...U2OKA,IIOX,1&pg=NaN#pgNaN  

In dieser Quelle auf Seite 24 blättern und dort den Artikel öffnen.  

and Simplicity

CHICAGO, Feb. 18, 2016 (GLOBE NEWSWIRE) -- VelocityEHS, the leading cloud environment, health, safety (EHS) and sustainability software provider, announced today the launch of its new company website, available at www.EHS.com. The new website features a clean, bold design that reflects the company’s focus on delivering solutions that are quick and easy to implement and simple to use so that companies can reach their EHS goals faster.

“While our company name is VelocityEHS, we thought it only appropriate that as a cloud EHS platform that is the easiest to use and implement we should also be the easiest to find – EHS.com,” said Glenn Trout, president and CEO of VelocityEHS.  
The new website is the next step in a transition that started last fall when two EHS software leaders, MSDSonline and KMI, announced the VelocityEHS brand to better reflect their combined strengths and a partnership that created the industry’s most comprehensive EHS management software platform.


http://finance.yahoo.com/news/...website-focused-speed-133000393.html  

Owner Name

Date

Shared Held

Change (Shares)

Change (%)

Value (in 1,000s)


FMR LLC 12/31/2015 6,122,912 0 0.00 46,779
PEMBROKE MANAGEMENT, LTD 12/31/2015 3,443,415 (484,500) (12.34) 26,308
CAPITAL WORLD INVESTORS 12/31/2015 2,602,000 0 0.00 19,879
VANGUARD GROUP INC 12/31/2015 2,582,894 51,889 2.05 19,733
DIMENSIONAL FUND ADVISORS LP 12/31/2015 2,342,534 59,713 2.62 17,897
BANK OF MONTREAL /CAN/ 12/31/2015 1,941,551 194,719 11.15 14,833
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. 12/31/2015 1,078,581 17,302 1.63 8,240
BLACKROCK FUND ADVISORS 12/31/2015 1,060,280 49,598 4.91 8,101
POLAR ASSET MANAGEMENT PARTNERS INC. 12/31/2015 1,031,096 38,796 3.91 7,878
RICE HALL JAMES & ASSOCIATES, LLC 12/31/2015 993,399 391,440 65.03 7,590
GOLDMAN CAPITAL MANAGEMENT INC 12/31/2015 891,000 165,000 22.73 6,807
STATE STREET CORP 12/31/2015 693,922 12,203 1.79 5,302
EMERALD ADVISERS INC/PA 12/31/2015 539,737 0 0.00 4,124
NORTHERN TRUST CORP 12/31/2015 434,473 3,742 .87 3,319
CORTINA ASSET MANAGEMENT, LLC 12/31/2015 420,586 69,276 19.72 3,213

Read more: http://www.nasdaq.com/symbol/acta/institutional-holdings#ixzz40X9PhrVY
 

sollte es wie Warren Buffett machen, der bekanntlich nur das kauft, was er auch versteht.  

in den vorgegangenen Postings lesen konntet - trotz sehr viel höherer Prozentsätze der cost of revenues von den Umsätzen das dreifache Umsatzmultiple und ein 21-faches Kurs-Buchwert-Verhältnis gegenüber Actua aufwies:



 

vergessen:

http://www.fool.com/investing/general/2016/02/18/..._campaign=article
 

der vier Kernbeteiligungen:

http://www.ehs.com/  

Get value from the cloud.

Many talk cloud, but few walk the walk.

Designed for the cloud, our solution delivers less expensive (no outside consultant fees), more predictable and faster implementations – often in as little as 2-4 weeks.

A fundamentally different user experience that’s centered on the tasks and information that matter most to your business. It’s the easy way to boost productivity, improve user adoption, increase data quality and reduce training.

Available for any mobile device, giving you and your employees ready access anywhere.

Immediate access to our latest releases to keep pace with your evolving requirements and changing regulations.  

übersetzen lassen - denn so wichtig sind meines Erachtens die nachstehenden Informationen, wenn man sich ernsthaft für die Aktie interessiert. Ansonsten sollte man es m.E. wie Warren Buffett machen, der bekanntlich nur das kauft, was er auch versteht.

http://actua.com/wp-content/uploads/2016/01/...fographic-FINAL.pdfWer  

http://www.actua.com/wp-content/uploads/2016/01/...ographic-FINAL.pdf  

Market-Cap of compeitor Actua of 277 million is only 68% of the Book-Value of 399 million

Market-Cap of ServiceNow is 14,800% of the Book-Value of ServicNow – the 21.8-fold of the 68% of Actua
Balance Sheet of ServiceNow, Inc. (NOW)
Quarterly Data All numbers in thousands
Period Ending Sep 30, 2015 Jun 30, 2015 Mar 31, 2015 Dec 31, 2014
Total Stockholder Equity 516,934 463,113 454,910 428,675

Market-Cap of Competitor Salesforce is only 10,000% of the Book-Value – the 14.8-fold of the 68% of Actua
Balance Sheet of salesforce (CRM) -NYSE
Quarterly Data All numbers in thousands
Period Ending Jan 31, 2015 Jan 31, 2014 Jan 31, 2013
Total Stockholder Equity 3,975,183 3,038,510 2,317,633
 

Analyst Ratings
3 Months Ago 1 Month Ago Current
       Buy§4 4 4
Overweight§0 0 0
      Hold§0 0 0
Underweight§0 0 0
      Sell§0 0 0

Stock Price Target
      High§$25.00
    Median§$21.00
       Low§$15.00
   Average    $20.50§
Current Price $7.83


http://quotes.wsj.com/ACTA/research-ratings  

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