Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

ACTUA gar kein KGV

Zumindest kann der Märchenopa meine Frage nach zig Anfragen nicht beantworten.

Dafür kennt er das KGV von Hypoport als einziger ganz genau.

Denn niedrig 2stellig ist ja nur die 10 und sonst gar nichts.

Andere Frage: Was ist hoch zweistellig?  

nachdem du ja immer noch auf dem KGV von Hypoport rumreitest, du aber dort ja nicht investiert bist sag mir doch jetzt einmal welches KGV Actua hat wenn du dort schon dein ganzes Geld verbrennst.

Es ist schon lustig wenn ich immer KGVs von Aktien berechne  nach aberwitzigen Methoden und das KGV von Aktien bei ich voll drin bin kann ich nicht beziffern.

Oder verbrennen die soviel dass das KGV  negativ ist.  

bei Foliodynamix nach zuvor 30% Wachstum beitragen:

http://www.foliodynamix.com/...leases-8-0-focused-advisor-experience/

Der größte Teil der Stagnation ging allerdings auf den Verlust eines Großkunden im Rahmen der Übertragung auf Actua zurücik.
 

valued like Demandware

Salesforce zahlt 10-fachen Umsatz für Demandware  

Salesforce Agrees to Buy Demandware for $2.8B – That are about 10-times-revenues

Demandware, Inc. (DWRE)
-NYSE  Watchlist
74.81 26.82(55.89%) Jun 1, 4:02PM EDT

Income Statement
Quarterly Data
All numbers in thousands
Period Ending Mar 31, 2016 Dec 31, 2015 Sep 30, 2015 Jun 30, 2015
Total Revenue 67,080 75,563 57,582 53,858
Cost of Revenue 20,559 19,239 16,896 16,287
Gross Profit 46,521 56,324 40,686 37,571

Operating Expenses
Research Development 19,075 18,030 17,125 16,504
Selling General and Administrative 39,044 37,915 35,292 41,217

Operating Income or Loss (11,598) 379 (11,731) (20,150)

 

heutige Einknicken:

http://finance.yahoo.com/mbview/threadview/...&tls=la%2Cd%2C2%2C3  

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

jetzt ein KGV oder hat Actua kein KGV oder kannst du es nicht beziffern. Bei Hypoport kannst du es ja auch sogar eine eigene Berechnung denn die Analysten von diversen Häusern kommen alle aber auch wirklich alle auf ein niedrigeres KGV.  

http://finance.yahoo.com/mbview/threadview/...&tls=la%2Cd%2C1%2C3  

Salesforce Agrees to Buy Demandware for $2.8B – That are about 10-times-revenues

Demandware, Inc. (DWRE)
-NYSE  Watchlist
74.81 26.82(55.89%) Jun 1, 4:02PM EDT

Income Statement
Quarterly Data
All numbers in thousands
Period Ending Mar 31, 2016 Dec 31, 2015 Sep 30, 2015 Jun 30, 2015
Total Revenue 67,080 75,563 57,582 53,858
Cost of Revenue 20,559 19,239 16,896 16,287
Gross Profit 46,521 56,324 40,686 37,571

Operating Expenses
Research Development 19,075 18,030 17,125 16,504
Selling General and Administrative 39,044 37,915 35,292 41,217

Operating Income or Loss (11,598) 379 (11,731) (20,150)

If the 160 million revenues of Acuta were valued like Demandware, the market-cap of Actua must be 1.6 billion = $43/share
 

http://www.verdantix.com/blog/...l-management-with-offline-sds-access  

für eine extrem unterbewertete Ansammlung von Cloud-Plattformen:

http://www.investors.com/news/technology/...amp;ven=yahoo&ref=yfp  

Adding in past earnings trends, future earnings predictions and company issued and projected guidance, many covering analysts will also project future target numbers for the stocks they are tracking. These reports are sent to institutions to help assist with making investment decisions. These numbers are also available through different platforms to retail investors. As of this writing, the consensus price target (1 year) on shares of Actua Corporation (NASDAQ:ACTA) stands at $15.666. This is based on 3 covering analysts tracked by Zacks Research. The analyst with the most positive view has the stock hitting $18, while the lowest target projection sees the stock hitting $13.

Checking on recommendations, 3 analysts have rated the stock a Strong Buy, 0 have rated it a Buy rating, 0 a Hold and 0 a Sell. All of these recommendations can be placed on a ratings scale from 1 to 5 to get to an average broker rating. A low number (1-2) indicates a consensus Buy, a middle number (2.5-3.5) indicates a Hold and any number over 4 would indicate a consensus Sell rating. At the time of writing Actua Corporation shares have a consensus rating of 1.

Quelle: Franklin Independent
 

 

für 2016 aus dem letzten Guidance verteilen könnten, hat sich in den letzten Wochen nichts geändert:

VelocityEHS = 65 Millionen

Govdelivery = 45 Millionen

Foliodynamic = 35 Millionen

Bolt = 15 Millionen  

haben die meines Erachtens drei umsatzstärksten VelocityEHS, Govdelivery und Foliodynamix einen positiven operativen Cash Flow, wie man der folgenden Slide-Show entnehmen kann:

http://www.actua.com/wp-content/uploads/2016/05/...des-FINALFINAL.pdf  

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: 7% in Q1 2016 compared to Q1 2015
•  Bookings: Annual recurring revenue of $1.3 million
•  New Signings: Signed 4 new customers since beginning of the year, 2 significant expansions at existing customers
•  Total Customers: More than 200 banks, brokerage firms and large RIAs
•  Pipeline: The pipeline for new deals and upsells continues to build nicely, with several of these deals in the 7-figure range on an annual basis
•  Competitive Moat: Comprehensive, client-centric technology platform with integrated proprietary advisory products; upcoming release 8.0 will add significant enhancements to the user interface and additional capabilities such as e-signature, customer portals, and a new modular architecture
•  Operating cash flow positive for 2016  
•  Multi-year/multi-million dollar contracts
•  $4.9 billion in regulatory assets under management  

*As of 3/31/16 unless otherwise noted  

Weil in letzter Zeit im Hypoport Thread so viel über Actua geschrieben wird, habe ich jetzt hier einmal ein bisschen gelesen.

"Kursverdoppelung bei Actua Corporation"  heißt das Thema seit Dezember 2005

Perf. seit Threadbeginn: +21,56%             Das ist doch schon was

Dann schaue ich mir den Chart an, und siehe da:    Anfang 2014 hat sich der Kurs verdoppelt.

Da frage ich mich allen Ernstes: Hat er das gar nicht mitgekriegt vor lauter Copy + Paste, ja sogar den Ausstieg verpasst? ;-)

Aber deshalb muß man doch nicht andere Threads immer und immer wieder mit teilweise denselben Kopien vollmüllen.  

 

 

http://blog.boltinc.com/time-to-empower-your-agents

 

habe mir die Actua heute angeschaut, ist Vieles für mich verwirrend, ganz ehrlich verstehe es nicht.
Aber Du hast ja eine Ausdauer (cirka 15 Jahre) das ist heutzutage seltenst.
So wie ich dieses Invest einschätze, vielleicht kommt es doch noch zur Kursverdoppelung im Jahre 2018........
Ich hoffe Du hast nicht zuviel Kapital verloren, bist mit einem bescheidenen Betrag drinn. (ca. 5.000 Tausend Euro)  

June 16, 2016
Delivering Stellar Customer Service in the P&C Industry

In the wake of changing customer behavior, improvements in safety technology and technological advancements, demand for property and casualty insurance is shifting. A meager 2% rise in the number of new P&C policies written last year and an impressive show by new market entrants has insurers competing for a bigger piece of a shrinking pie and looking for ways to hold on to existing wallet share.

According to Ernst & Young’s insurance outlook for 2016, insurers need to take some bold steps to meet the challenges arising in today’s market.  Delivering customer service that meets the evolving expectations of changing consumers requires insurers to emerge from a productized mindset, focused on delivering a predetermined suite of products, toward a customer-centric model designed to provide smoother  interactions and custom tailored offerings that fulfill more of a consumer’s needs. With the right digital distribution platform, direct-to-consumer capabilities can meet both imperatives.

http://blog.boltinc.com/...tellar-customer-service-in-the-pc-industry
 

FlankerStan  

"Good morning" 1erhart  

The insurance industry is well known for its steady pace in the face of change, so it’s no surprise that many insurers with strong exclusive agent networks have distanced themselves from the digital game. Now, as new entrants armed with novel tools and products target the carrier’s loyal customer base, it’s time to equip agents with the tools they need to engage the nearly 80% of customers who want the option to interact through digital channels. It’s becoming clear that omni-channel capabilities are not a nice-to-have or a someday proposition. They are a critical component of any insurer’s success today.

Customers Want Digital and an Agent
The reason for developing digital capabilities is simple. It’s what the customer wants and at this point, technology advancements adopted in other industries have spurred a customer revolution, prompting new consumer demands across the insurance industry:

• 74% of consumers, from millennials through the late baby boom generation, want the ability to research insurance options and obtain quotes online.

• 79% of consumers said they want the ability to interact with insurers via digital channels.

• 91% of consumers expect the ability to start a transaction in one channel and complete it in another.

Quelle: #7520