Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

https://www.ehs.com/wp-content/uploads/2016/05/2016-KOHLER-1.pdf  

With more than 50 manufacturing locations on six continents, the Kohler Company (Kohler) is a global leader in kitchen, bath, and plumbing products. It also makes furniture, decorative products, gas and diesel engines and generators, and operates several golf and resort destinations under its Destination Kohler subsidiary. It has a total worldwide workforce of over 32,000 employees.
 

Evolution of Cloud Computing Space: Actua is the big winner of the Second Wave

Emergence of SaaS (First Wave)
•  Data and functionality moved to the cloud
•  Business comfortable with the model
•  Faster ramp, lower TCO, pay for what you use
•  Rapid product evolution •  Dozens of examples of horizontal cloud companies: Salesforce, Concur, NetSuite, etc.

Vertical SaaS Second Wave)
•  Deep industry solutions with significant leverage
•  More capital efficient •  Attractive competitive moats
•  Few new market entrants
•  Sticky customer relationships
•  Automating areas outside the enterprise

http://www.actua.com/wp-content/uploads/2016/07/...Deck-July-2016.pdf
 

nicht mal, wenn es einen klaren technischen Ausbruch gibt.

Da helfen auch keine tausend reinkopierte "Nachrichten".

The Market Cap 381.4M today is less than 2-times-revenues on the base of my estimate of the revenues Actua in 2017 - a joke by a compare with competitors.  

müsste sich Actua verdreifachen:

Average multiple of 6.24 times their projected revenues for the next 12 months

Investors in capital markets certainly responded to SaaS propositions as such. Arma Partners’ analysis of Capital IQ data for a sample of 37 public (and predominantly US-listed) SaaS companies shows that, between March and November 2015, their shares traded at an average multiple of 6.24 times their projected revenues for the next 12 months. This represented a more than 50% premium on the corresponding figure for a parallel sample of 47 established and conventional listed software companies. Central to these disproportionately high levels of investor interest were the recurring (hence predictable) nature of these SaaS companies’ revenues and the belief that, upon reaching critical mass and profitability, they would enjoy the higher margins associated with a SaaS business model.

http://www.forbes.com/sites/paulnoelguely/2016/05/...ds/#5ac101dd27a5


 

Ob so etwas bei den immer hier zum Vergleich herangezogenen Hypoport auch möglich ist, sollte die an dem Vergleich interessierten Leser überprüfen.  

insbesondere wenn man Hypoport mit vergleichbaren amerikanischen Aktien vergleicht.

Ellie Mae beispielsweise ist nach KUV, EV/Ebitda und KGV etwa 4 mal so hoch bewertet wie Hypoport.

LONDON, Sept. 13, 2016 (GLOBE NEWSWIRE) -- GovDelivery, the leading provider of cloud-based software solutions which enhance the citizen experience and the impact of government-to-citizen and government-to-business communications, has announced the agenda for its 7th Annual GovDelivery Public Sector Communications Conference to be held 29 September in London. The full-day event will include keynotes from leading communications experts using digital communications to inform and engage millions of citizens, and drive better outcomes for communities.

“Public sector organisations are using smart digital communications and citizen engagement technologies to communicate in ways that benefit the wellbeing of our society – ways that drive real action and positive change”, said Dave Worsell, Managing Director of GovDelivery Europe. “Once again, we’ll showcase the achievements and challenges of some of the people and organisations pushing forward with ‘digital-by-default’ initiatives to engage millions more citizens in more cost-effective online services, reduce demand on government resources, and improve outcomes by effecting behavioural change in society”.

About GovDelivery
GovDelivery empowers government to create better lives for more people. More than 1,800 organisations worldwide use the GovDelivery platform and network to inform and engage over 120 million people. GovDelivery is the only digital marketing platform built exclusively for public sector organisations in order to promote usage of services, enhance public awareness, and increase the contributions and involvement of citizens in communities. GovDelivery is an Actua (ACTA) company.

http://finance.yahoo.com/news/...-7th-annual-uk-public-080000638.html
 

welchen Handelsplatz nimmst du denn als Basis für deine charttechnische Betrachtung, Xetra hab ich nicht gefunden...  

wohl nochmal einen Rücksetzer geben.

Was man m.E. nur von einem von drei Bereichen von Hypoport (Europace) ansatzweise sagen kann.

Die Überschneidungen von Ellie Mae sehe ich dagegen mit Actua insbesondere von der Funktionalität sehr viel eher gegeben, alle vier Kernbeteiligungen von Actua stellen über die Cloud wie Ellie Mae Application Software zur Verfügung.

Full Description
Ellie Mae, Inc. (Ellie Mae), incorporated on October 14, 2009, is a provider of on-demand software solutions and services for the residential mortgage industry in the United States. The Company's Encompass all-in-one mortgage management solution provides one system of record that allows banks, credit unions, and mortgage lenders to originate and fund mortgages and improve compliance, loan quality, and efficiency.
The Company's Encompass software is an enterprise solution that handles functions involved in running the business of originating mortgages, including customer relationship management; loan processing; underwriting; preparation of application, disclosure and closing documents; funding and closing the loan for the borrower; compliance with regulatory and investor requirements, and overall enterprise management that provides one system of record. The Company delivers Encompass software in an on-demand Software-as-a-Service (SaaS). The Company also hosts the Ellie Mae Network, an electronic platform that allows Encompass users to conduct electronic business transactions with investors and service providers they work with in order to process and fund loans. The Ellie Mae Network electronically connects approximately 136,000 mortgage professionals used Encompass for their mortgage management solution

http://www.reuters.com/finance/stocks/companyProfile?symbol=ELLI.N
 

verbunden mit einer Marktkapitalisierung von 3,11 Milliarden müsste siche die Bewertung von Acuta vervierfachen.

Income Statement
All numbers in thousands

Revenue ‎6‎/‎30‎/‎2016 ‎3‎/‎31‎/‎2016 ‎12‎/‎31‎/‎2015 ‎9‎/‎30‎/‎2015
Total Revenue 90,098 73,625 64,867 68,939
Cost of Revenue 28,453 26,631 23,555 22,441
Gross Profit 61,645 46,994 41,312 46,498

Quelle: financeyahoo.com
 

wie bei Ellie Mae entfernt ist.

Daher habe ich auch von den folgenden Sachverhalten ausgehend nur in Relation argumentiert.

"For the full year 2016, revenue is expected to be in the range of $338.0 million to $341.0 million, up from the previously provided range of $325.0 million to $329.0 million."
http://www.businesswire.com/news/home/...Reports-Quarter-2016-Results

"2016 Guidance of Actua
Actua continues to expect (1) annual GAAP revenue in the range of between $155.0 million and $160.0 million, representing growth in the range of between 16% and 20% compared to 2015"
http://finance.yahoo.com/news/...s-second-quarter-2016-123000263.html

Weil der Umsatz von Actua knapp halb so hoch ist wie der von Elli Mae, habe ich mit der Vervierfachung der Marktkapitalisierung argumentiert, was auf ca. 1,5 Milliarden Marktkapitalisierung bei Actua hinausliefe - und nicht mit 3,1 Milliarden, wie sie jetzt bei Ellie Mae vorliegen.
 

entscheidend?

Und was machst du wenn deine Peergorup 70% fällt, weil sie vielleicht einfach krass überbewertet ist?

lesen eben nicht deine Chartpostings und handeln entsprechend ;-)
Spaß beiseite: Sind die Dochte nicht ein bißchen zu schwammig, um die horizontalen Wiederstände zu projektieren? Beim Keil geh ich mit. Dem horizontalen Wiederstand der gebrochen wurde glaub ich erst, wenn der Kurs von dort wieder nach oben abprallt. Warum bist du hier mit deinem Wiki eigentlich investiert? Hat Libuda dich in durch seine Inception Postings verführt?  

niedrigerer Ebene im daily und nicht im geposteten weekly. Daher sehen die Dochte auch komplett anders aus.

http://digital.fsmmag.com/?issueID=64&pageID=37  

• 1,200+ government organizations use the GovDelivery Platform to connect with more than 130 million people

• Government agencies send more than 1 billion email and text messages each quarter through GovDelivery

• GovDelivery is one of the top drivers of site traffic for public sector organizations and initiatives

http://www.actua.com/verticals/government-communications/
 

• 6 of the top 10 direct underwriters use the BOLT Platform™

• BOLT is enabling more than 50 of the biggest insurance companies to say "Yes" to their customers’ needs

• BOLT Insurance and The BOLT Insurance Platform have customer ratings that place them in the top 1% of all US businesses

http://www.actua.com/verticals/insurance/
 

• FolioDynamix supports the entire advisory lifecycle – propose, research, model, trade, report, govern

• FolioDynamix has $5.3B in regulatory Assets under Management (AUM)

• FolioDynamix received the 2014 Advisory Solutions Technology Innovation of the Year Award from Money Management Institute

http://www.actua.com/verticals/wealth-management/
 

• VelocityEHS helps more than 12,000 businesses protect their employees and the environment through its solutions

• VelocityEHS’s chemical management brand, MSDSonline, won top MSDS management awards in 2015 from ASSE and OH&S Magazine

• VelocityEHS is one of the largest and fastest growing software companies helping customers in a wide variety of industries solve complex EHS challenges

http://www.actua.com/verticals/compliance/
 

Jeff Van Rhee, Craig-Hallum - Analyst [30]
--------------------------------------------------
BOLT obviously seen some progress there. Can you talk to the pipe, and specifically with respect to later-stage, very large deals. I know you've made more of an effort to land and expand as opposed to elephant hunt, but I know there were some elephants cycling through the pipeline. Any updates on how those have progressed?
--------------------------------------------------
Kirk Morgan, Actua - CFO [31]
--------------------------------------------------
Yes, I would say our primary strategy with large carriers is to land and expand. I think we signed the carrier I mentioned in [our] script, we landed late in the year. They're already at a million dollar premium run rate, and it's just going to increase from here. And with a much shorter sale cycle, I think that just that much more efficient way to close the deal. So that's our, I would say, target.
That said we're dealing with some large organizations with a lot of opportunity. And so I would say we're making good progress on getting it across the line. Again, it's impossible to predict exactly when. But we feel good about where we are. And I think that we've got a very good team in place to get them closed.

http://finance.yahoo.com/news/...a-earnings-conference-154356723.html