Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

Das Posting von Foxville stammt vom Nachbarboard.  

Katjuscha: (auf diesem Board)
das man etwas vorsichtshalber nicht bucht, zeigt
 
23.08.16 02:26
#7837  
wie unsicher dieses Geschäftsmodell ist.

Die stehen doch kurz vor der Pleite.


Katjuscha: (auf dem Nachbabboard)
Signal aus #209 hat sich bestätigt
 
20:46
#228  
jetzt müssen noch die 10,3 überwunden werden. Spricht aber einiges dafür.

Ich geh davon aus, dass man morgen noch die FED Sitzung abwarten wird. Und wenn da nichts außergewöhnliches passiert, könnte es Anfang nächster Woche oben raus gehen.

 

Wer so postet, sollte nicht nur Probleme mit seinem Gewissen bekommen, sondern auch mit der Moderation.  

wegen Vermüllung, weniger ist manchmal mehr!  

Unterschied zwischen Charttechnik und fundamentaler Meinung nicht?

Der Kurs kann doch Kaufsignale kurzfristig zeigen, aber trotzdem kann das Unternehmen pleite gehen. Widerspricht sich nicht.

Actua ist doch sehr hoch bewertet, wie du mit deiner Umsatzaufstellung der einzelnen Töchter mal wieder super aufgezeigt hast.  

von gerade einmal 2.  

"Gelegenheiten kommen unregelmäßig. Wenn es gerade Gold regnet, stell einen Eimer vor die Tür und nicht einen Fingerhut."

http://www.boerse-online.de/nachrichten/aktien/...-koennen-1001175871
 

Bookings: $3 million of YTD annual recurring revenue booked compared to low 6-figures in the prior-year period

http://www.actua.com/wp-content/uploads/2016/08/Q2-slides-Final.pdf
 

Users on the platform increased from 56,000 at the beginning of the quarter to 59,700 at quarter end.

http://www.actua.com/wp-content/uploads/2016/08/Q2-slides-Final.pdf
 

anderen Board ein Posting von Scansoft mit der unbelegten Aussage "2016 konnte man z.B noch keinen Neukunden für die Plattform gewinnen" noch zu sehen ist, obwohl ich es schon vor Stunden mit der Begründung gemeldet habe, dass diese Aussage nicht belegt wird.  

For the quarter, we added 400,000 of ARR from an existing customer and 300,000 in one time bookings. This brings year-to-date ARR bookings to over $3 million, which we should start recognizing as revenue in Q4. I should point out this is dramatically ahead of where we were a year ago, which was in the low six-figure bookings for the first half.

The investments we've made in the network have allowed us to get new customers up and running quickly. One of the top five carriers who recently signed with BOLT late last year has rapidly grown premiums to $1 million run rate by the end of June. This growth should continue as this customer continues to aggressively expand this utilization of the platform. Another top 10 carrier customer continues to increase its seat licenses with BOLT, having jumped from 25 at the start of the relationship to 350 today with more on the way.

We finished the quarter with 59,700 users on the platform, up from 50,000 at the beginning of the year. Additionally, the opportunities of qualified risk going through the platform grew to 3 million in the quarter, up from 2.5 million in Q1. This resulted in $1.5 billion of premiums on the platform, up from $1.4 billion at the end of the first quarter.

Finally, carrier connections are up over 5,300 from roughly 5,100 in Q1, but now 99 insurance carriers integrated into the platform. As a result of the platform basically being built out and strong bookings growth we've seen year-to-date, the Company's making excellent progress toward being operating cash flow positive much sooner than we previously forecasted.

http://www.actua.com/wp-content/uploads/2016/08/...04T14_00-FINAL.pdf
 

noch nicht als Ertrag gebucht

BOLT had its best quarter ever from an operating cash perspective, reflecting the significant improvements in bookings where cash is received in advance of revenue - and also tight cost controls. While still negative operating cash flow is a significant improvement.

http://www.actua.com/wp-content/uploads/2016/08/...04T14_00-FINAL.pdf
 

kann man nicht nur an der Vorgehensweise in #7862 erkennen, sondern auch generell, wenn man sich bestimmte Zusammenhänge in der Bilanz ansieht wie z.B. diesen:


June 30,
ASSETS
Cash and cash equivalents $ 43,222
Restricted cash 1,669
Accounts receivable, net 21,921
Prepaid expenses and other current assets 6,484
Total current assets 73,296

Short-term debt $ 1,320
Accounts payable 9,569
Accrued expenses 11,076
Accrued compensation and benefits 8,063
Deferred revenue 45,861
Total current liabilities 75,889

http://finance.yahoo.com/news/...s-second-quarter-2016-123000263.html


Auf den ersten Blick scheinen sich die Total current assets und die Total current liabilities in etwa zu entsprechen - langfristige Verbindlichkeiten bestehen fast nicht. Dabei übersieht man aber, dass der weitaus größte Teile der Total current liabilities in Höhe von 75,9 Millionen Deferred revenue in Höhe von 45,9 Millionen sind (zweitgrößter Posten sind Lieferantenverbindlichkeiten von 9,6 Millionen, die durch Forderungen gegenüber Kunden in Höhe von 21,9 Millionen mehr als doppelt überdeckt werden). Im deutschen Sprachgebrauch sind uns Deferred revenue als Passive Rechnungsabgrenzung bekannt - wie werden dann gebildet, wenn die Zahlungen bereits eingegangen sind, die dafür zu erbringende Leistung aber erst in einer späteren Periode als Ertrag gebucht wird (siehe 7862)

Denn so ganz einfach ist es nicht, exakt festzulegen, wann eine Leistung erbracht, z.B die Behandlung von Teilleistungen und ob erst nach der Erbringung von Gesamtleistungen Ertragsbuchungen erfolgen dürfen.

 

Jeff Houston, Northland Securities - Analyst [11]
--------------------------------------------------
Hey guys, thanks for taking my questions. So looking at the growth for the rest of the year, I imagine Velocity and GovDelivery should maintain their roughly 20% organic growth. But [folks dig a bit] deeper into BOLT and Folio, they both had zero growth this quarter, but both had good bookings. Should we look at their growth being in the 10 to 15% range for the next two quarters? Or is that aggressive? I'm just trying to get a sense of how those two [core] for those businesses should scale for the rest of this year, and then into next year?
--------------------------------------------------
Kirk Morgan, Actua - CFO [12]
--------------------------------------------------
Yes, we would really all four of the businesses revenue in the second half of the year to be growth percentages that are higher than what we've experienced in the first half, Jeff. I think it will be more dramatic relative to BOLT and Folio in terms of their revenue growth that we expect in the - where they've been flat essentially. We expect that obviously to accelerate in the second half, reflect in the bookings that we've been seeing. But GovDelivery and Velocity should see some uptick as well. So it's really across the board.
--------------------------------------------------
Walter Buckley, Actua - Chairman, CEO [13]
--------------------------------------------------
Yes, and just to add something. We've been tracking and we've been recording our bookings for the last two quarters, but really to the last three quarters. Bookings have been ahead of revenue really at all four businesses. And it takes anywhere from six to 12 months to implement it. So that's why I think you're going to see growth [occur it] across all four businesses starting Q3.

http://www.actua.com/wp-content/uploads/2016/08/...04T14_00-FINAL.pdf
 

zweifelt, hat meines Erachtens Tomaten auf den Augen, Bohnen in den Ohren und ein Brett vor dem Kopf - nur meine Meinung.  

Can Actua Corporation (NASDAQ:ACTA) Meet Analysts Expectations?
By Stocks Daily Staff -
August 27, 2016
The research entity Zacks released its research report on Actua Corporation (NASDAQ:ACTA) as per, which its stock can move to hit $16 in the approaching fiscal. Zacks polled 2 several brokerages and thereafter released an estimated price target of $14.5 on the stock.
These brokerages have fixed the 12-month price targets, and the bearish price target is set at $13. The brokerages apply individual rating process to compile research reports. Some firms assign sell; some buy while some put hold ratings. On the other hand, Zacks practice a different mechanism wherein, it analyzes the different analysts views, calculate the mean and place a rating on a ‘1-5’ scale. Such kind of rating is named as the ‘Average Brokerage Recommendation’.
Investors are positive on the stock when ABR is ‘1’ while they are bearish on the stocks with ABR of ‘5’. Actua Corporation (NASDAQ:ACTA) has a rating of 1. Here it is imperative to mention that there are various parameters applied for obtaining a stock rating. One of the prime factors analyzed is firm’s fiscal report. It chiefly directs the stock’s price direction.

http://www.stocksdaily.net/...ta-meet-analysts-expectations-6/120706/
 

Engaging King County Residents with Text Messaging
         §2016/08/26
         §by Marie Trigona, King County Natural Resources & Parks
King County Department of Natural Resources and Parks has expanded the texting program to notify residents about construction during improvement projects. For King County’s Wastewater Treatment Division (WTD), it’s important that residents know that “We’ll be with you every step of the way!,” when providing customer service about projects. This includes on mobile devices.
For King County sewer upgrades, residents can stay informed about construction, detours and updates through two way texting. With texting WTD can personalize information to a specific audience; in this case it’s targeted for a specific community where the agency is replacing sewer lines.

https://www.govdelivery.com/blog/...-county-residents-text-messaging/
 

Growing New Audiences with Text Surveys
         §2016/08/22
         §by Kate McCarthy, San Francisco Municipal Transportation Agency

A major construction project is scheduled to begin this fall in San Francisco that will overhaul a two-mile stretch of urban state highway from sidewalk to sidewalk, from 15 feet below the ground to 30 feet above, and all the utilities and roadway in between. The Van Ness Improvement Project will fully transform one of San Francisco’s most important north-south arterials, which serves as one of the region’s major employment and commercial centers.
Some of the challenges a project of this scope presents are how to inform a broad and diverse audience about the project and its construction, and how to cultivate these relationships and continue to provide them with information throughout a three-year construction schedule.
To tackle these challenges, the project team launched a multilingual interactive text messaging campaign utilizing GovDelivery’s Interactive Text platform in April of this year. The initial campaign consisted of signs posted at bus stops along the two-mile project corridor and was expanded to include signs posted in buses within three months.

Poster sets include six taglines—each in English, Chinese, Spanish and Filipino—highlighting a different benefit of the Van Ness Improvement Project and asks, “Curious about what’s happening on Van Ness Avenue?” Readers are prompted to text a phone number to find out more.
The text message initiates an interactive, in-language text message survey that asks if the person would like to receive project updates via text message or email, and includes demographic data collection.

https://www.govdelivery.com/blog/growing-new-audiences-text-surveys/
 

GovLoop serves a community of more than 200,000 government leaders by helping them to foster collaboration, learn from each other, solve problems and advance in their government careers. We aim to inspire public sector professionals to better service by acting as the knowledge network for government. We do this through a variety of mechanisms including blogs, discussions, research guides, online trainings, mentorship programs, and more.

GovLoop works with top industry partners, such as ESRI, HP, Microsoft and IBM to provide resources and tools, such as guides, infographics, online training and educational events, for public sector professionals.  Additionally, GovLoop contracts directly with government agencies to transform their online learning experiences.  Finally, GovLoop also promotes public service success stories in popular news sources like the Washington Post, Huffington Post, Government Technology, and other industry publications.

https://www.govloop.com/about-us/

 

Today, there are over $250 billion in client assets on TAMPs. The largest TAMPs may not be well-known retail brands, but they are powerhouses in the wealth management industry, and include firms like Envestnet, SEI and AssetMark (formerly Genworth), who together control a major share of the independent TAMP market. The big wirehouses (Morgan Stanley, Merrill Lynch, Wells Fargo Advisors & UBS) and RIA institutional providers like Schwab and Fidelity, also provide managed money platforms, but they are only available to their associated advisors or client firms. Captive platforms often result in sub-optimal manager selection and hidden conflicts of interest. This, in fact, creates an opportunity for independent advisors and trust companies to match capabilities of the big firms without the ethical baggage. TAMPs will continue to evolve over the next few years. The best TAMP providers will be the most responsive to needs of clients and advisors, and take advantage of new technologies like cloud-based storage and social media to further enhance the client-advisor relationship.

http://stateofthemarkets.com/wp-content/uploads/...est_tamps_2015.pdf
 

Just thirty years ago, less than a billion dollars was being managed by TAMPs. Today, best estimates are approximately onequarter trillion dollars of assets are managed on TAMP platforms. Over that period of time, the industry has developed new players while others have grown via consolidation. Figure 2 shows TAMP market share in 2014 from a recent survey:

Folidynamix 4%
Envestnet 27%
SEI 19%
Brinker 6%
Placemark 6%
Loring Ward 5%
Vestmark 4%
Concord 2%
Eqis 2%
Adherion 1%
and a lot others

http://stateofthemarkets.com/wp-content/uploads/...est_tamps_2015.pdf
 

Envestnet, Inc. (ENV)

NYSE - NYSE Real Time Price. Currency in USD

39,95+0,74 (+1,89 %)
At close: ‎August‎ ‎26 4:02 PM EDT
Summary
ThuTue38.0039.0040.0041.00
39.95

Open 39.24
Prev Close 39.21
Bid 39.95 x 400
Ask 39.96 x 400
Day's Range 39.24 - 40.34
52wk Range 19.30 - 41.47
1y Target Est 42.56

Market Cap 1.71B
P/E Ratio (ttm) -81.86
Beta 2.20
Volume 382,257
Avg Vol (3m) 296,374
Dividend & Yield N/A (N/A)
Earnings Date ‎Nov‎ ‎7‎, ‎2016 - ‎Nov‎ ‎11‎, ‎2016

Quelle: financeyahoo.com

 

kommt man durchaus auf die 200 Millionen, die Actua für Foliodanymix bezahlt aber . aber auch schon massiv davon abgeschrieben haben, weil Envestnet seit dem Kauf von Foliodynamix auch schon extrem schwankte, wie die 52wk Range 19.30 - 41.47 zeigt.

Eine Korrektur der Abwertungen ist aber seit dem Anstieg von Envestnet m,E noch nicht erfolgt, was die Stillen Reserven von Actua weiter erhöht haben dürfte.  

https://www.glassdoor.de/Bewertungen/...9711.htm?countryRedirect=true  

Reaching all-time heights in 2015, the global financial
technology movement has finally made its way to
insurance.

Marching on nimble feet, these new insuretech
startups are offering more accessible and customized
insurance solutions, overcoming traditional obstacles that
have kept the industry sheltered for generations. Holding
ground against the new entrants will require property and
casualty insurers to redesign the customer experience,
using technology to establish greater trust and make
it easier for consumers to obtain pricing and purchase
coverage.

http://info.boltinc.com/...ll-revolutionize-the-pc-insurance-industry