Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

ich nie angestellt:


simplify: Sehr unbefriedigend

21.06.16 17:35
#7543  
Libuda warum kackt Actua heute schon wieder so ab?  

"In der Ruhe liegt die Kraft."  

längerfristig für die größte Core-Company Velocity, denn Arbeits- und vor allem Umweltschutz gehen Trump vermutlich an hinteren Körperteil vorbei.  

mit den 80 Millionen aus dem Rückkauftender mehr Stücke zurückkaufen könnte, wenn wir einen allgemeinen Kursdämpfer sehen würden.  

https://techcrunch.com/2016/06/06/...tech-will-be-just-the-beginning/  

Companies are personnel heavy, with agents, adjusters and analysts comprising more than 2 million jobs and using legacy systems built around paper documents. The average age of life insurance agents is 59 years old, and it’s estimated there are an average of three duplicate processes in each customer sale. It’s not out of the realm of possibility that your insurance company will at some point ask you to fax them something.

Quelle: siehe 8255  

positioniert ist.

"Today’s consumers want to be able to get educated, get a quote and buy a policy from the comfort of their home (or cell phone) in less than 15 minutes. The industry is seeing the effects of this; for many “optional” insurance products that used to be widely embraced, new generations are opting out in droves. A perfect example of this is life insurance. In 1960, 59 percent of U.S. adults owned an individual life insurance policy; now only 36 percent of U.S. adults do. An estimated four in 10 U.S. adults own no life insurance policy at all, even though 70 percent of households with children under the age of 18 say they would be financially challenged if the primary earner died."  

https://techcrunch.com/2016/04/16/the-new-world-insurance-agent/  

https://www.youtube.com/watch?v=AGgEwV_4yxs  

von Bolt hervorragend:

http://www.hartfordbusiness.com/article/20140714/...n-multiple-fronts  

Bolt was originally founded by Israeli software engineers in 2000 as Seapass Solutions, and still has an R&D team in Tel Aviv. It changed its name in 2013, after becoming majority owned by a public company, ICG Group. The Pennsylvania-based venture capital firm paid $13.2 million in late 2012 to grow its Bolt stake from 38 percent to 53 percent. At the end of 2013, ICG owned 70 percent of Bolt.  

Bolt Today

Bolt offers a cloud-based platform that we believe, through its unique product and technology connectivity, is changing the way insurance is sold.  The platform provides:

                    §
• large commercial and personal property and casualty insurance carrier-agencies with a means to enable all of their captive agents to meet the needs of their customers by giving them instant access to a wide range of commercial and personal property and casualty insurance products from a variety of other prominent carriers;
                    §
• independent commercial and personal property and casualty insurance agents with a means to meet the needs of their customers by giving them instant access to a wide range of commercial and personal property and casualty insurance products from a variety of prominent carriers;
                    §
• non-traditional sellers of commercial and personal property and casualty insurance products with a means to meet the needs of their customers by giving them instant access to a cloud-based distribution network and a wide range of commercial and personal property and casualty insurance products from a variety of prominent carriers; and
                    §
• commercial and personal property and casualty insurance carriers with a variety of additional distribution channels that foster a richer flow of business across their commercial and personal property and casualty insurance product lines.

Bolt is able to provide its platform-subscriber customers and partners, which include large insurance carrier-agencies, independent insurance agents and other insurance-based organizations, with access to a wide array of commercial and personal property and casualty insurance products through its agency appointments from various prominent insurance carriers. Any loss by Bolt of one or more of these agency appointments or one or more of its large platform customers would have a negative impact on Bolt’s business, financial results and condition, but Bolt does not have any agency appointment or customer the loss of which would have a materially adverse financial impact on our vertical cloud business as a whole. Bolt’s platform customers pay both subscription and transaction-based fees (commissions) for use of its platform; the insurance carriers whose products are sold on the platform pay Bolt on a commissions basis for products sold. Bolt sells the periodic (usually multi-year) platform subscriptions to its customers and establishes and manages its carrier agency relationships directly through its internal sales team. In addition to the revenue Bolt derives from providing access to its platform, Bolt also operates as an independent insurance agency and sells commercial and personal property and casualty insurance products directly to consumers online through its platform; those sales represent a relatively small percentage of Bolt’s business.

The insurance intermediary business is highly competitive, and numerous firms, some of which have substantially greater financial and other resources, name recognition and market presence than Bolt, actively compete with Bolt for customers and insurance markets. Competition in the insurance business is largely based on innovation, quality of service and price. A number of insurance companies directly sell insurance, primarily to individuals, and do not pay commissions to third-party agents and brokers. In addition, the cloud has increasingly become a source for the direct placement of personal business lines.  We believe that Bolt’s unique platform and the product and technology connectivity that it offers allows Bolt to compete in the insurance market. During the nine months ended September 30, 2016 , Bolt spent approximately $2.7 million on research and development activities.  

As of September 30, 2016 , Bolt had 188 employees.  

http://icge.ir.edgar-online.com/...p;filename=ACTUA_CORP_10Q_20161107
 

https://www.derbrutkasten.com/a/...ist-evolutionaer-nicht-disruptive/  

http://www.netrate.com/  

The acquisition of Enablon is indicative of further stratification of the EHS software market. In the past 15 years, a group of about 15 to 20 software vendors built out broad EHS and sustainability platforms that have enjoyed a good degree of success in a highly fragmented market. Enablon emerged as a leader in that pack.

In a phase starting a few years ago, some of these firms attracted significant investments or were acquired, which created a new tier of well-funded and resourced competitors. This new top tier already has over a half dozen players.

http://blog.lnsresearch.com/...lifies-shift-in-ehs-software-landscape
 

Velocity schon weit entwickelt ist, obwohl in der nächsten Zeit vermutlich noch Cross-Selling-Zuwächse aus kleineren Zukäufen in den Bereichen Ergonomics und Luft/Wasser/Abfälle verwirlicht werden.

Aber schon Ende 2017 und noch mit größerer Wahrscheinlickkeit 2018 halte ich einen Verkauf denkbar - bei dann je nach Verkaufszeitpunkt und  weiteren kleineren Zukäufen 75 bis 100 Millionen i,satz, was mit einem Enablon-Vervielfacher von 5,5 auf 440 bis 550 Millionen Verkaufserlöse hinausliefe.  

November 09, 2016

IoT Opens Doors for Insurers Offering Homeowners Coverage

for speeding down the technology highway, but advances in the Internet of Things (IoT) have many carriers sitting up and taking notice. To date, auto insurers have been the forerunners in adopting and utilizing connected technology to assess driver behavior and customize coverage, but opportunities in the age of the smart home are big for providers of homeowners policies as well.

Take a look at Sarah, a single woman in her late twenties. She’s a member of what many people call generation Y or a millennial, the first group of digital natives that have grown up embracing and utilizing an ever-expanding array of technological devices.
She could just as easily be the George Jetson of the modern day. Having just purchase her first home, she has outfitted it with a wealth of connected devices once only dreamed of in cartoons and sci-fi films. Doorbell monitors allow her to see who is ringing through a smartphone app. Connected smoke detectors alert a central agency to potential problems, and her thermostat can be controlled through her computer and mobile device, allowing her to change temperature settings to conserve energy when she is at work or out on the town.
Due to her technology-centric lifestyle, Sarah has more complex and unique insurance needs,[i] and she isn’t alone. Across generations, technology is being adopted to simplify life and customers expect insurers to meet them with customized product offerings. Delivering this level of service takes fundamental digital capabilities that many insurers are struggling to adopt and get right.

http://blog.boltinc.com/...-for-insurers-offering-homeowners-coverage
 

http://www.fool.com/investing/2016/11/01/...ce=yahoo-2&yptr=yahoo  

Envestnet estimates its total addressable market to span across 265,000 advisors and more than $11 trillion in investable assets. Currently, Envestnet serves 51,000 of those advisors, who in turn manage 5.7 million accounts and $1 trillion in total assets.   

kann:

Wer kauft und verkauft während der Laufzeit des Rückkauftenders über 80 Millionen Dollar?

Actua Corporation (ACTA)
Previous Close 13.30
      Open     13.35          §
       Bid§13.45 x 2800
       Ask§13.55 x 5900
Day's Range 13.25 - 13.55
52 Week Range 7.28 - 13.90
    Volume   240,066§
Avg. Volume 122,061
Market Cap 497M
      Beta      1.84§
PE Ratio (TTM) -5.59
EPS (TTM) -2.41
Earnings Date ‎Nov‎ ‎3‎, ‎2016 - ‎Nov‎ ‎7‎, ‎2016
Dividend & Yield N/A (N/A)
Ex-Divident Date N/A
1y Price Target 15.

http://finance.yahoo.com/quote/ACTA?p=ACTA
 

nachstehenden Postings gepostet habe, gilt weiterhin und wird so offenbar auch von anderen gesehen, wenn man die Volumina ansieht:

Libuda: Allerdings werden hier auch die momentanen

06.11.16 16:04
#8236  
Grenzen von Actua sichtbar:

Wenn die verbliebenen 109 Millionen aus dem Guidance (siehe zum Beispiel Adresse in 8232) mit 5 bewertet werden und noch einmal ca 150 Millionen freie Cash dazukommen liegen wir bei 700 Millionen, die durch 37 Millionen umlaufende Stücke geteilt ca. 18 Dollar pro Aktie ergeben.

Für mehr Fantasie brauchte es neue Fakten. Da ist zwar ganz ordentlich, aber doch von früheren Vorstellungen, als noch weniger festgezurrt war, noch entfernt.


06.11.16 16:29
#8237  
habe, einen Fair Value von 18 ansetze, macht ein Rückkauf zwischen 12 und 14 Sinn - selbst wenn man das Höchstgebot von 14 bezahlen muss-

Denn 8o Millionen Dollar Einsatz zu 14 = 5,7 Millionen Aktien - die Zahl der umlaufenden Aktien würde sich also von 37 Millionen auf 31,3 Millionen reduzieren. Allerdings würden auch der Wert der Assets um 80 Millionen von 700 Millionen auf 620 Millionnen sinken. Dividiert man nun die 620 Millionen durch die verbliebenen 31,3 Millionen Aktien, kommt man auf einen Wert von 19,8.

Ich habe daher auch nicht vor, das den Amis auf dem Yahoo-Board aufs Brot zu schmieren.  

From music, photography, and video rental to travel agency, print media, and auto insurance, we have seen waves of digital disruptions. We think small business insurance (SBI) could be the next frontier. How fast will The digital breakthrough come? If US insurers are to increase their share of the attractive small business market, they would do well to enhance their digital small business offering. There is every reason to believe that small businesses will favor digital solutions for their insurance needs, and that a substantial advantage will go to carriers and distributors that see what’s coming and get there first.

Source: Insurance - Property & Casualty – MORGAN STANLEY RESEARCH

 

Market Cap
498.84M  

Aktienanzahl
6,19 Mio. (Stand: 15.06.16)
Marktkap.
413,7 Mio. €  

What makes it highly likely that small business insurance offerings will take on a more digital character — and do so, we think, more quickly than many in the industry expect — is the changing composition of customers in the segment. By 2020, more than 60% of small businesses in the US will be owned by Millennials and Gen Xers — two groups that prefer to do as much as possible digitally. Small businesses come and go quickly, reflecting the increase in the freelance economy and the ease with which many workers go back and forth between fulltime jobs and running their own single-person businesses or consultancies. These single-person businesses are part of a surge in so-called “microbusinesses” (businesses with 0-4 employees), and are part of the reason why, according to estimates by the Boston Consulting Group (BCG), roughly one in every four small US businesses that will exist a year from now don’t exist today. The variable workload and intermittent risk exposure of small businesses (not just microbusinesses) is ideal for a type of insurance that is more flexible than traditional insurance. Digital solutions for purchasing and managing insurance products may be in the best position to fill this segment’s needs.

Source: Insurance - Property & Casualty – MORGAN STANLEY RESEARCH