Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

Könnte durchaus sein, dass Actua ein Schneeballsystem ist. Man kauft immer weiter defizitäre Unternehmen auf und behauptet diese weiterzuentwickeln, indem man inhaltsleere Pushmitteilungen raushaut. Warum veröffentlicht Actua den nicht die Zahlen der einzelnen Töchter? Warum haben auch die Töchter neben Actua frivole Aktienoptionprogramme die den Wert der Aktien weiter zerstören?

Fragen über Fragen. Am besten man fragt mal Madoff über Actua aus...

Actua to Announce Second Quarter Results Thursday, August 4th Before Market Open
GlobeNewswire•July 25, 2016

RADNOR, Pa., July 25, 2016 (GLOBE NEWSWIRE) -- Actua Corporation (ACTA), the multi-vertical cloud company, will release the financial results for its second quarter ended June 30, 2016 on Thursday, August 4, 2016, before the market opens.
http://finance.yahoo.com/news/...econd-quarter-results-123000569.html
 

Revenue Estimate Current Qtr. Next Qtr. Current Year Next Year
No. of Analysts 4 4 4 4
Avg. Estimate 37.25M 41.3M 157.1M 183.77M
http://finance.yahoo.com/quote/ACTA/analysts  

für den Umsatz in Q2/16 in Höhe von 37.25 Millionen und auch die Jahresschätzung von 157,1 Millionen für okay - für die Jahresschätzung allerdings nur, wenn bis zum Ende des Jahres keine größeren Tuck-In's stattfinden.

Auch die 183,77 Millionen für 2017 sind für mich nachvollziehbar - allerdings ohne größere Tuck-In's und/oder eine Monetarisierung von VelocityEHS und/oder Govdelivery.

 

https://mixergy.com/interviews/govdelivery-with-scott-burns/  

Andrew: So now this seems like a really impressive business. How big is it? What kind of revenues are you guys doing?

Scott: Last year was $35 million. We have about 225 people.

https://mixergy.com/interviews/govdelivery-with-scott-burns/
 

redest du hier eigentlich?  

Geld- und Briefkurse

Handelsplatz Geld-Stk. Geld Geld-Brief Brief Brief-Stk. Spread  Zeit

 Tradegate   464 8,643 €  

8,772 €  457  1,49%  07:37:08  


 

Mal im Ernst, hast Du dein Engagement in Actua überdacht bzw. glatt gestellt?  

VelocityEHS and Enhesa Announce Strategic Partnership to Streamline Regulatory Compliance
GlobeNewswire•July 28, 2016

CHICAGO, July 28, 2016 (GLOBE NEWSWIRE) -- VelocityEHS, the leading cloud environment, health, safety (EHS) and sustainability software provider, announced today the formation of a strategic partnership with Enhesa, the global environmental, health and safety regulatory consultancy. The partnership makes it easy for VelocityEHS customers — who are also Enhesa members — to directly access and deploy Enhesa’s regulatory compliance checklists within the VelocityEHS Audit & Inspection software product. The integration simplifies compliance in the face of increasingly complex global EHS regulations.

http://finance.yahoo.com/news/...strategic-partnership-123000812.html
 

nächste Woche:

Umsatz = 39 Millionen

Cash Flow =  positiv mit 4 Millionen  

Enhesa is the market leader in global environmental, health and safety (EHS) & Product compliance assurance. Our mission is to assist our clients in identifying the regulatory requirements they have to comply with, to assist them with ensuring ongoing compliance in practice and to advise them on how to develop their corporate environmental, health and safety & product stewardship strategies. Enhesa_ s core clients include Fortune 500 multinational companies. Over the past 20 years, Enhesa has...  read more developed a set of compliance assurance products and services specifically for multinationals. With headquarters in Brussels and Washington DC, their team of highly trained and experienced, multilingual consultants has the extensive expertise to keep companies ahead of the latest regulatory and policy issues as they unfold in over 160 countries and jurisdictions around the globe

https://datafox.com/enhesa
 

https://www.govdelivery.com/blog/  

- aber das ist nach meiner Einschätzung noch eine totale Unterbewertung.  

hat sich der Umsatz von Govdelivery entwickelt.

"Govdleivery’s revenues grew from 7 milion in 2009 to 35 million in 2015
Since then (2009), I think it was around $7 million in revenue, at least the software part of the business was that still exists today and then we’ve gone up 500% since then. It’s been good for them and it’s been good for me to have left some skin in the game. But I’ll tell you, the first check is the one that feels the best."

https://mixergy.com/interviews/govdelivery-with-scott-burns/
 

GovDelivery Network
Build your audience by connecting with 120 million people
https://www.govdelivery.com/
 

geht die Rummsbude Actua schon wieder runter. Da wo sie hingehören. Kursziel 0 $ wenn sie mit ihren Witzgeschäften auch den letzten Dollar verbrannt haben. Der Markt hat immer Recht!

anderer Plattformen mit denen von Govdelivery:

https://buggisch.wordpress.com/2016/01/04/...len-in-deutschland-2016/

Entgegen der Überschrift findet Ihr in den Texten auch die weltweiten Nutzerzahlen

 

Abstieg einer innig geliebten Aktie?

Das muss nicht sein, denn es gibt unterbewertete Alternativen.

 

ich möchte nur alle Anleger davor warnen 10 Jahre lang mit nachgewiesener Nullrendite in dieses Ponzi System Actua zu investieren. Reicht ja wenn einer den Fehler begangen hat!

"320 Millionen monatlich aktive Twitter-Nutzer gibt es weltweit."

Das sind gerade einmal 2,7-mal soviel wie die 120 Millionen von Govdelivery.

Twitter hatte gestern eine Marktkapitalsidierung von $11,56 Milliarden.
 

Andrew: They were called Internet Capital Group when they acquired you, right?

Scott: They were. Yeah. They were really famous back at the end of the dotcom era, hit some bumps in the road. Then they’ve reconstituted themselves as a holding company or an operating company of four different vertically-oriented cloud businesses and we’re one of the four.

Andrew: What do you they bring to the table beyond the money?

Scott: They bring a lot of expertise and knowledge and connections. The other companies are facing a lot of similar issues to us. So, we leverage those. They bring legal. They bring quick access to finances and they’ve put quite a bit of money in to fund the four acquisitions we’ve done since they acquired. They’ve been small acquisitions, but it was still nice to have quick access to capital.
I haven’t had to worry about raising money in six years, which allowed me to focus on actually growing the business, which I think has been a critical change. They were involved in building a couple of other successful businesses in public sector and helped us think that through, think through building the team, the kinds of things you hope investors are going to bring–capital, expertise, connections. They’ve brought them all.

Andrew: I was wrong. I don’t know what I did last night. But when I looked you up, I was really spending a half hour, 45 minutes prepping for our conversation this morning. You were acquired and then I looked up who was hosting their website and I saw that it was my sponsor. Now I can’t reproduce that and I wonder what URL I was looking at. Maybe I was looking at a previous one for Internet Capital Group. Now I can’t even tell who’s hosting their site. Anyway, I want to be open about my mistakes and I think that was one of them.

https://mixergy.com/interviews/govdelivery-with-scott-burns/
 

Der war mal doppelt so hoch und ist nun 100% vom ATH entfernt.  

Core-Companies von Actua (VeloyityEHS, Govdelivery, Föiodynamix und Bolt) bzw. Actua insgesamt:

https://www.thestreet.com/story/13656571/1/...en=YAHOO&yptr=yahoo  

http://anthemvp.com/anthem_company/

Der Wert dieser 9% ist sehr schwer bestimmbar.