Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

"hausgemacht" ist, kann man hier leicht erkennen:

http://finance.yahoo.com/...#{"range":"2y","allowChartStacking":true}

http://finance.yahoo.com/q/is?s=ENV

Dass dafür wohl auch teilweise Acuta, wo Foliodynamix nur eine von vier Kernbeteilungen ist, dafür in Geiselhaft genommen wurde, ist absurd.  

Operative Cash Flow was between 5.4 million and 9.4 million better than the guidance
.

"Now turning to the annual figures, revenue was $133.4 million for 2015, up from $84.8 million in 2014. We came in within our original guidance range. On an annual basis, we improved operating cash flow over $13 million from a use of $14.2 million in 2014 to use of $600,000 in 2015, much better than our original 2015 guidance of negative $6 million to negative $10 million of operating cash flow."

Source: Last Conference Call
 

zwischen 5,4 Millionen und 9,4 Millionen (Spanne geht auf 5 Millionen Guidance-Spanne zurück) ist im Kurs auch noch nicht ansatzweise berücksichtigt - die durch sparsame Ausgabengestaltung sicher mitverursachte Guidanceunterbietung des Umsatzes um weniger als ein Million dagegen schon - und zwar in einem nicht rational nachvollziehbaren Umfang.

Diese Politik wird man zwar nicht im gleichen Umfang fortsetzen, zeigt aber die Möglichkeiten des Geschäftsmodells in Sachen Cashgenerierung. Offensichtlich will man die stärkere Cash-Generierung für den ankündigten Rückkauf von 3,3 Millionen Aktien in 2016 verwenden.  

http://www.actua.com/investors/sec-filings/  

FolioDynamix Platform Capabilities

Information flows across processes and applications to ensure everything works together.

Take advantage of a secure, cloud-based technology platform for managing the full advisor lifecycle

Benefits:
- Improved workflow efficiency
- Stronger compliance oversight
- Enhanced client service for faster growth
- Elimination of technology silos
- Better transparency across accounts
- Easy on-boarding and advisor-friendly interface

Shared Platform
- Proposal Generation
- Reporting
- Advisory and Research
- rade Order Management
- Performance Analytics
- Portfolio Accounting and Rebalancing  

http://www.americanbankingnews.com/2016/03/04/...investment-research/  

PART III — NARRATIVE  

State below in reasonable detail why Forms 10-K, 20-F, 11-K, 10-Q, 10-D, N-SAR, N-CSR, or the transition report or portion thereof, could not be filed within the prescribed time period.

Actua Corporation (the “Company”) was unable to file its Annual Report on Form 10-K for the year ended December 31, 2015 (the “  Form   10-K”) within the prescribed time period without unreasonable effort or expense.   The Form 10-K was not   filed by the prescribed due date because   of the greater-than-anticipated   time,   resources and effort   required to complete work related to (1) a goodwill impairment charge, as well as (2)   the   assess   ment of   the Company’s internal control over financial reporting   under a recently adopted regulatory framework   , which has resulted in a finding of material weakness in internal control over financial reporting at the Company relating to the control environment at one of the Company’s subsidiaries, Bolt Solutions, Inc. In light of the material weakness, the Company has engaged significant internal and external resources to perform supplemental procedures prior to filing the Form 10-K; those procedures have allowed the Company to conclude that, notwithstanding the material weakness described above, the consolidated financial statements to be included in the Form 10-K (and those included in to the Company’s press release, dated February 29, 2016, that was furnished as Exhibit 99.1 to the Company’s Current Report on Form 8-K, dated February 29, 2016) fairly present, in all material respects, the Company’s financial position, results of operations and cash flows for the periods presented in conformity with accounting principles generally accepted in the United States of America.  

The Company expects to file the Form 10-K no later than 15 calendar days following the prescribed due date.  

(Attach Extra Sheets if Needed)

Quelle. siehe 7104
 

auf Bolt auswirkt:

http://blog.boltinc.com/news/2015/4/16/...weng-kan-ceo-google-compare  

http://www.handelsblatt.com/unternehmen/it-medien/...t/8346312-2.html  

Velocity und Govdelivery weisen wesentliche niedrige Risiken auf als Foliodynamix und vor allem Bolt – schon allein durch  das 3-year subscription revenue model bei Govdelivery und das Annual subscription revenue model bei Govdelivery und die Tatsache, dass sie in ihren Bereichen Marktführer sind. Andererseits weisen sie durch die Begrenztheit ihrer Märkte - TAM: $3 billion bei Velocity und TAM: $1 Billion bei Govdelivery - auch weniger Chancen auf, obwohl die Abgrenzung von Märkten keine statische Angelegenheit ist und sowohl Velociy als auch Govdelivery dabei sind, die von ihnen adressierte Märkte hinsichtlich ihrer Grenzen zu erweitern.


The Year 2015 for VelocityEHS
Environmental, Health and Safety compliance platform that enables organizations to meet stringent and costly OSHA requirements

Important Metrics:*

• Revenue Growth: 36% for 2015 compared to 2014

• New Signings: Added 2,200 customers; More than 11,500 companies, representing over half of the Fortune 1000: 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 more than 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 12/31/15 unless otherwise noted

Note: MSDSonlinerebranded to VelocityEHSin September 2015


The Year 2015 for Govdelivery
Digital communications and marketing platform that enablespublic sectororganizations to effectively reach citizens and drive Action

Important metrics:*

• Revenue Growth: 26% for 2015 compared to 2014

• New Signings: Closed 219 new deals in 2015

• Total Customers: Serving 1,000+ federal, state, local and UK government agencies reaching more than 120 million citizen subscribers

• Pipeline: 50% higher on 12/31/15 compared to 12/31/14

• TAM: $1 Billion

• Competitive Moat: 120+ 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

 

and positive operate cash flows:

Revenue Growth of Velocury is 36% for 2015 compared to 2014 and the Operating cash flow is positive for 2015.

Revenue Growth of Govdelivery is 26% for 2015 compared to 2014 and the Operating cash flow is positive for 2015.
 

besteht meines Erachtens im Gegensatz zum Versicherungsbereich weniger die Gefahr, dass man von einem der ganz großen Spieler wie Google gegen die Wand gedrückt werden kann, obwohl Foliodynamix nur die Nr. 2  in diesem Sektor ist, der sich zudem schlecht abgrenzen lässt. Netzwerkeffekte kann ich in diesem Betätigungsfeld kaum entdecken, lediglich Skaleneffekte, die zwar für den Marktführer sprechen, aber andererseits auch eine Eintrittshürde für weitere Konkurrenten sind.

The Year 2015 for Foliodynamix

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: 18% for 2015 compared to 2014

• New Signings: Signed 25 new customers; 3-year extension with large existing customer

• Total Customers: More than 200 banks, brokerage firms and large RIAs

• Pipeline: The pipeline for new deals and upsells continues to build, including several 7-figures deals

• TAM: Multi-billion $$

• Competitive Moat: Comprehensive, client-centric technology platform with integrated proprietary advisory products

• Operating cash flow positive for 2015

• Multi-year/multi-million dollar contracts

• $4.7 billion in regulatory assets under management

*As of 12/31/15 unless otherwise noted

FULL WEALTH MANAGEMENT LIFECYCLE SUPPORT

With an integrated wealth management platform, you can lower costs, enhance advisor productivity, roll out new advisory programs more quickly and improve client relationships.

The FolioDynamix wealth management technology platform includes configurable modules for proposal generation, research, investment model management, trading and rebalancing, performance reporting and operations – providing you and your advisors with next generation technology and critical visibility across all accounts.

Secure-cloud access, multi-custodian connectivity and enterprise scalability give you the right platform to accelerate business growth.

 

am liebsten, selbst wann man da massiv Cash investiert hat - wenn da z.B. Google 60 bis 70 Millionen bezahlen würde und man dieses Geld z.B. in die Minderheitsbeteiligung Instamed investieren könnte, wäre das aus meiner Sicht die vorzuziehende Lösung.
 

InstaMed is healthcare’s most trusted payments network, connecting providers, payers and patients on one platform. Our rapidly growing network connects over two-thirds of the market and processes tens of billions of dollars in healthcare payments annually. InstaMed reduces the risks, costs and complexities of working with multiple payment vendors by delivering one platform for all forms of payment in healthcare, designed and developed on one code base and supported by one onshore team of experts in healthcare payments.

Our full suite of payment and clearinghouse solutions enable providers to collect more money from patients and payers and significantly reduce the costs and time to collect.

InstaMed enables payers to reduce disbursement, settlement and postage costs for claim payments to providers by connecting payers to our network. InstaMed also allows payers to customize every payment option for their members to pay premiums and to make payments to providers from any payment account.

Our forward thinking, innovative technology delivers a simple, seamless and secure healthcare payment experience. We have earned the confidence and trust of healthcare providers and payers large and small, in all fifty states, by delivering real business results and by being the first and only organization that is independently certified at the highest levels for both healthcare and payment transactions.
 

Date

Insider

Shares

Type

Transaction

Value*

Mar 4, 2016 ALEXANDER DOUGLAS A
Officer
20,000 Direct Purchase at $8.67 per share. 173,400
Mar 4, 2016 BUCKLEY WALTER W III
Officer
6,000 Direct Purchase at $8.64 per share. 51,840
 

http://www.manager-magazin.de/unternehmen/it/...sitzen-a-1081127.html  

What are some of the macro considerations? Has that sort of impacted your guidance thinking at all? And what are some of the main drivers that could impact your guidance one way or the other?

--------------------------------------------------

Kirk Morgan, Actua - CFO [7]

--------------------------------------------------

I think that, obviously, there's a great deal of uncertainty and market volatility. I think by and large we feel that we're going to have a bookings and I think you're going to see strong growth from a Gov, Velocity, and Folio, especially in the second half of the year. The one direct result from market perspective is really Folio. Folio has - if you look Folio's revenues, it's divided into two categories; 60% of revenue is SaaS-based, technology-based, and 40% is AUM-based, or assets under management.

And so market volatility has impact on that revenue growth rate - on that 40%. And the down dip of the market over the last three to six months has impacted that segment of the business, and it's roughly a 3% drag on Folio's growth in 2016 - 3% to 4% at best.

We can tell now if the market reverses and makes up what we've seen over the last six months, and obviously we'll get a pick-up, but that's really the only direct aspect we've seen, frankly.

Source. Conference Call
 

15 Current Carriers Opportunities
.

FINANCE
◾Staff Accountant – Saint Paul. MN
◾Senior Accountant – Saint Paul, MN

GOVLOOP
◾Design and Multimedia Fellow(s) – Washington, D.C.
◾Editorial Fellow – Washington, D.C.

MARKETING
◾Marketing Communications Specialist – Saint Paul, MN or Washington, D.C.
◾Product Marketing Manager – SAINT PAUL, MN

SALES
◾Sales Trainer – Washington, D.C.
◾Federal Account Executive – Washington, D.C.
◾State and Local Client Success Manager – Saint Paul, MN
◾Sales Operations Specialist – SAINT PAUL, MN
◾Vice President, State and Local Government Sales – Washington, D.C., New York City, Sacramento, or Austin
◾Client Solutions Executive – Washington, D.C.
◾Federal Account Manager – WASHINGTON, DC

TECHNOLOGY
◾Quality Assurance Engineer – SAINT PAUL, MN
◾Software Engineer – San Francisco, CA
 

Current Opportunities By Velocity/MSDSonline


◾ HR Recruiting Associate
Feb 05, 2016

◾ Internal Systems Business Analyst
Feb 03, 2016

◾ Salesforce.com Developer
Jan 20, 2016

◾ Business Development Representative
Jan 14, 2016

◾ Product Business Analyst
Jan 04, 2016

◾ Graphic Designer
Dec 30, 2015

◾ Implementation Specialist
Oct 09, 2015

◾ Summer Sales Intern
Oct 09, 2015

◾ Sales Executive  
Nov 03, 2014
 

Client Manager  – Columbus, OH – The FolioDynamix Client Operations Manager is responsible for overseeing the timeliness and accuracy of the assigned client deliverables. The Client Manager is responsible for client daily operational tasks and troubleshooting. They are tasked with ensuring the team is following departmental controls and performing within the stated guidelines. Download the PDF file for candidate requirements and more detail on the position.  Client-Operations-Manager-FolioDynamix.pdf


AVP/Account Executive – Columbus/Cleveland, OH or Evansville, IN – The AVP – Account Executive is the main point of contact for client firms on the FolioDynamix platform, concentrating on overall strategic relationship matters, acting as an escalation point and liaison among internal and external partners, and supporting education and marketing activities to promote business expansion with clients. The ideal candidate will have a background in wealth management client service, marketing, communications, and/or training. He/she will aim to develop strategic account management and sales acumen, by working in conjunction with more Senior Account Executives to source and identify additional sales and revenue opportunities through client AUM/AUA growth, expansion of products and services, etc. Role is 60% Strategic/40% Support. Download the PDF file for candidate requirements and more detail on the position.  Account-Executive-FolioDynamix.pdf


Billing Manager  – Columbus, OH – Lead the billing operations service’s day to day operational responsibilities for the support of investor/client account billing offered as a part of the FolioDynamix’s service offering. This includes troubleshooting daily issues, communications with clients, assisting with client implementations, and process improvements for billing operations. Download the PDF file for candidate requirements and more detail on the position.  Billing-Manager-FolioDynamix.pdf


Product Owner – Secaucus, NJ – FolioDynamix is in search of a dynamic, organized and driven individual to join our team as a Product Owner within the Product Management group. This role focuses on enhancement prioritization, drafting functional requirements, UI/UX and coordinating the development process for one or more product lines within the FolioDynamix platform. To accomplish this, the candidate must have a deep understanding of financial markets and instruments, investment analytics, trading and/or client management. This role will have significant and frequent exposure to both internal senior leadership and the firm’s clients. The position requires the ability to balance client expectations, drive and coordinate resources to meet tight timelines, and keep the project scope in alignment with the overall platform vision. Download the PDF file for candidate requirements and more detail on the position.  Product-Owner-Position-FolioDynamix.pdf
 

In other Actua Corp news, CEO Walter W. Buckley III purchased 12,000 shares of the company’s stock in a transaction dated Friday, March 4th. The stock was purchased at an average price of $8.57 per share, for a total transaction of $102,840.00. Following the transaction, the chief executive officer now owns 1,214,899 shares in the company, valued at approximately $10,411,684.43. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, President Douglas A. Alexander purchased 20,000 shares of the company’s stock in a transaction dated Friday, March 4th. The shares were acquired at an average price of $8.67 per share, with a total value of $173,400.00. Following the transaction, the president now owns 1,344,544 shares in the company, valued at approximately $11,657,196.48.

http://www.financial-market-news.com/...ctua-corp-acta-to-buy/933546/
 

http://www.nasdaq.com/symbol/acta/time-sales  

GovDelivery Connect Syncs Organization’s CRM Software With GovDelivery Communication Cloud to Deliver Full View of Citizen Relationship

New Integration Tool Helps Government Organizations Streamline Communications and Dramatically Improve the Citizen Experience

ST. PAUL, Minn., March 09, 2016 (GLOBE NEWSWIRE) -- GovDelivery, the leading provider of cloud-based software solutions enhancing the citizen experience, today introduced GovDelivery Connect. This new offering syncs contact information in GovDelivery Communication Cloud with Customer Relationship Management (CRM) software at government organizations. The integration of this important customer data provides public sector organizations with a comprehensive picture of their relationship with the citizen. This knowledge of a citizen’s digital footprint can strengthen and streamline an organization’s communications and dramatically improve the citizen experience.
 

http://finance.yahoo.com/news/...yncs-organization-crm-140000720.html  

GovDelivery Connect organizes and displays all interactions between public sector organizations and their key audiences to coordinate messaging across channels and help public sector organizations connect even more citizens with the resources and information they need. Currently available to Salesforce and Microsoft Dynamics customers (with more integrations to come), Connect seamlessly and automatically subscribes contacts from an organization’s CRM to its GovDelivery topics. Engagement data, including email opens and link clinks, is also pushed from GovDelivery Communications Cloud into a client’s CRM, to give an in-depth view of each contact.