Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

PlanMember Services Chooses FolioDynamix for technology, trading support

November 29th, 2016

(New York, NY)

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http://planmemberfinancialcorporation.com/defaultnews.cfm?pageid=488

 

Digitize Those Processes

According to McKinsey, insurers that operate with distributed and disparate back-office systems,

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http://blog.boltinc.com/...digitize-your-internal-agency-and-save-big

 

https://www.themuse.com/advice/...nies-to-work-for-and-are-all-hiring  

– ausgehend von den folgenden Ausführungen zu Q1/17:

"2017 is off to a good start," said Walter Buckley, CEO of Actua. “As we anticipated, the strong bookings we saw in the second half of last year resulted in accelerating revenue growth in the first quarter. With a focus on profitable growth, we are well-positioned to continue driving long-term shareholder value."

Revenue was $30.5 million for the first quarter of 2017, up from $25.2 million for the first quarter of 2016.

2017 Guidance: Actua continues to expect 2017 annual GAAP revenue in the range of between $125 million and $130 million, representing a range of between 14% and 19% growth from 2016.  

http://www.actua.com/wp-content/uploads/2017/05/...-Q1-2017-final.pdf
 

FolioDynamix has $7.2B in regulatory Assets under Management (AUM)

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

Outsourced investments are one of the fastest-growing categories in the financial advisory world. Perched between the asset custodian and

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https://riabiz.com/section/tamps

 

LOOKING INTO THE FUTURE OF WEALTH MANAGEMENT

High Standards, Higher Stakes Consulting firm Accenture estimates that

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http://sawtootham.com/wordpress/wp-content/...wtooth-WhitePaperV3.pdf

 

http://www.tagesspiegel.de/advertorials/ots/...n-direkt/19815006.html

Von der genaueren Beantwortung dieser Frage hängt es ab, ob wir schnell nach oben gehen oder so stagnieren wie seit einem halben Jahr.
 

aus dem Text in der Quelle in meinem letzten Posting?

"Um zu einer realistischen Einschätzung der Chancen und Risiken zu kommen, haben die Studienautoren 19 Geschäftssegmente in Marktgröße und Erfolgsaussichten bewertet - und mit der Aktivität der InsurTechs verglichen. "Es zeigt sich ein deutliches Ungleichgewicht zwischen investiertem Wagniskapital und vorhandenem Potenzial", sagt Kottmann. Auch mit Blick auf den europäischen Markt würden aktuell attraktive Chancen liegengelassen. "Besonders stark sind europäische InsurTechs beim Angebot von situativen und Community-basierten Produkten - dabei sind beide Felder nicht sonderlich gewinnträchtig." Das ebenfalls in Europa beliebte Modell der Preisvergleichswebseiten besitze zwar mittlere Attraktivität, sei aber mit Platzhirschen wie Check 24 zumindest in Deutschland schon besetzt.

Im Versicherungsbetrieb wäre viel zu holen
Mehr Hoffnung auf nachhaltigen Erfolg machen die Experten jenen Start-ups, die den Betrieb digitalisieren. "Dort finden sich viele attraktive Chancen", sagt Kottmann und verweist auf Technologien, die den Vertrieb unterstützen ("Digital Sales Enabling"), die Schadensabwickung erleichtern ("Claims Management") oder versicherungstechnische Kernprozesse optimieren ("Underwriting").  

und positiv Gesehene "Technologien, die den Vertrieb unterstützen ("Digital Sales Enabling")", ist das Kerngeschäft von Bolt.  

Digital Wins the Race On the other hand, those insurers who have implemented leading digital capabilities have seen quote completion rates of up to 70%.[ii] They also grow revenue at 1.5 times the rate of less-enabled insurers,[iii] and even experience costs that are 50% lower per gross premiums written (GPW) than their digitally inferior competitors. http://blog.boltinc.com/...good-neighbors-you-need-digital-to-succeed

Actua unterbewertet | wallstreet-online.de - Vollständige Diskussion unter:
https://www.wallstreet-online.de/diskussion/...00/actua-unterbewertet  

denn inzwischen hat Actua durch rückkkäufe seine Aktienzahl merklich reduziert.

Actua Aktie & Unternehmen
   Branche  Sonstige§

  Herkunft       USA§

   Website§www.actua.com

Aktienanzahl§39,5 Mio. (Stand: 01.11.16)
 Marktkap.§476,5 Mio. €

http://www.ariva.de/actua-aktie
 

nicht gepennt hat und zu diesen günstigen Kursen der letzten Woche zurückgekauft hat:

      Date      Open      High       Low     Close§Adj Close* Volume
‎Jul‎ ‎07‎, ‎2017 13.80 14.05 13.80 14.05 14.05 83,079
‎Jul‎ ‎06‎, ‎2017 13.75 14.00 13.73 13.75 13.75 112,600
‎Jul‎ ‎05‎, ‎2017 13.90 14.00 13.70 13.85 13.85 125,900
‎Jul‎ ‎03‎, ‎2017 14.00 14.05 13.90 13.90 13.90 101,600

https://finance.yahoo.com/quote/ACTA/history?p=ACTA
 

We need to design systems that simulate the traditional offline process done in an adviser's office: interview, data collection, analysis, relationship building, delivery of recommendations, answering questions, responding to objections, execution of recommendations, ongoing management, review of performance results, etc. We need to consider this entire investment process and re-imagine it in a digital construct so we can determine how to facilitate investor/adviser interaction and development of trust and rapport. Within that, we must look at ways to deploy modern tools for collaboration, information exchange, video conference, chat, co-browsing, co-creation, etc.
Ideally, we will develop an entirely new metaphor for how consumers consume advice. This should evolve from "answer questions, get a recommendation" to something much more collaborative that lets the consumer determine how much they want their hands on the wheel, versus how much they delegate.

http://www.investmentnews.com/article/20170705/...ut-the-client-first
 

bei Hybridsystemem sehr entgegen:

n a separate survey by professional services firm Accenture, 64% of millennials say they prefer hybrid investment advice over a dedicated human adviser or conventional robo-advisory services, compared with just 28% of baby boomers.

Quelle: wie  #9139  

Exzellente Beschreibung von Bolt

The BOLT platform offers carriers the ability to integrate traditional and digital distribution capabilities with what the vendor calls a tightly integrated market network of robust product options. With BOLT, insurers can bundle their offerings with those from other carriers to meet consumers’ demand for fast, efficient service by quoting, binding and issuing multiple products in a single transaction. The theory behind BOLT’s offering is that by giving customers access to products a carrier would otherwise not be able to offer, carriers retain control over the customer relationship. As a result, insurers can increase acquisition and retention rates, lower operational costs, and gain greater customer wallet-share, according to the vendor.
The BOLT Platform now connects more than 75,000 insurance sales professionals, over 5,500 product integrations across 50 states, with approximately $1.4B in annual premium flowing through the system, the vendor reports.
“There is a lot of talk of disruption in the insurance industry; our bet is on the incumbents,” comments Eric Gewirtzman, CEO, BOLT Solutions. “They have the market knowledge, customer-base and history of product success. With our platform, they now have the product breadth and digital competence to grow their business. BOLT turns incumbents from the disrupted to the disruptors, creating enormous strategic opportunities.”

http://iireporter.com/...pproaches-to-digital-insurance-distribution/
 

dann schon 5.000 User mehr als die 75.000 im letzten Posting:

Ended the quarter with more than 80,000 users on the platform, up from almost 56,000 a year ago • * As of 3/31/17 unless otherwise noted

http://www.actua.com/wp-content/uploads/2017/05/...arnings-Slides.pdf
 

bei einer Monetarisierung von Velocity herausspringen:

Global information services company Wolters Kluwer has completed its €250 million ($275 million) acquisition of environment, health and safety (EHS) software provider Enablon.
The acquisition is one of the largest European venture capital exits this year, the companies said.
The purchase follows a €10 million ($11 million) investment from ETF Partners’ Environmental Technologies Fund in 2011. This helped the Paris-based EHS and risk management software developer grow from 250 customers and 200,000 users to more than 1,000 major global corporate customer and more than 1 million software users today.
Enablon generated software and services revenues of about €45 million ($50 million) in 2015, and expects its revenues to reach about €55 million ($61 million) this year.

https://www.environmentalleader.com/2016/07/...ale-to-wolters-kluwer/
 

Sphera Relaunch Is A Big Positive For Customers
In June 2016 Genstar Capital, a corporate carve-out specialist investor, bought the IHS Operational Excellence and Risk Management (OERM) assets for an undisclosed sum. The investment firm understood that the OERM  business, with revenues of just over $100 million, was highly profitable but was also in the need of a reboot due to a long period of under-investment. Rebranded as Sphera, the new executive team led by President and CEO, Paul Marushka rapidly implemented a customer success initiative, developed a product roadmap based on customer needs and struck new partnership agreements with influential consulting firms. The acquisition of Rivo Software announced on April 6, 2017 demonstrates Sphera’s intention to boost new business sales to midmarket and core enterprise customers. Verdantix believes that Sphera is pointed in the right direction to retain the majority of its chemicals, industrials, oil and gas, and US military customers by delivering product enhancements in the short-term and a new cloud-based, integrated EHS platform before the end of 2018.

https://spherasolutions.com/wp-content/uploads/...e_For_Customers.pdf
 

bei 30 Millionen Aktien angelangt sein, ware die Börsenkapitalisierung beim momentanen Kurs nur noch 420 Millionen, wovon dann Velocity bei ähnlichen Bewertungen wie Konkurrenz schon 300 Millionen darstellen würde.

Dass Acuta daher seit ca. einem Jahr noch massiver zurückgekauft als vorher, ist daher nicht verwunderlich.  

With $170 million on our balance sheet following the GovDelivery transaction, we increased the availability under our share repurchase program from $85.2 million to $125 million

Dutch Tender Offer 2016: Repurchased 4.6 million shares for approximately $64 million ($14.00 per share) through a modified “Dutch auction” tender offer

Additional Stock Repurchases 2016: Repurchased an additional 1 million shares of Actua stock in 2016 for approximately $9.7 million, bringing total share repurchases for 2016 to 5.6 million for $73.7 million

Repurchases 2017: Year to date (June 16, 2017), we have repurchased 1.7 million shares of Actua stock for $24.4 million

http://www.actua.com/wp-content/uploads/2017/06/...-Meeting-FINAL.pdf
 

nicht ein steigender Kurs uns einen Strich durch die Rechnung macht, werden wir am Jahresende bei ca. weiteren 1,8 Millionen zurückgekauften Akten landen = 3,5 Millionen Rückkauf in 2017,

Geld dazu ist reichlich vorhanden.

Und wir wären dann bei ca. 30 Millionen ausstehenden Aktien. Für weitere Rückkäufe müsste dann allerdings das Rückkaufprogramm rechtlich erweitert werden.  

Dieser IPO hat eine Marktkapitalisierung von 1,15 Milliarden – das 7,6-fache seines hochgerechnten Jahresumsatzes von 150 Millionen.

For its first quarter fiscal 2018, Yext's revenue surged 37% to $37.1 million compared to the $27.1 million reported in Q1 FY17. The Company's revenue numbers were $1.7 million better than market projections.
The Company's gross profit grew 50% to $27.4 million compared to the $18.3 million reported in Q1 FY17. The Company's gross margin totaled 73.9% in the reported quarter compared to the 67.4% reported in the prior year's corresponding quarter.
Yext reported a net loss of $16.1 million, or $0.40 per share, based on 40.5 million weighted-average shares outstanding for Q1 FY18 compared to the net loss of $9.3 million, or $0.30 per share, based on 31.0 million weighted-average shares in Q1 FY17. The Company's loss widened due to increased operating expenses, primarily in sales and marketing, as a result of efforts to acquire new customers, and in ongoing general and administrative expenses associated with its transition to becoming a public Company.

https://finance.yahoo.com/news/...view-yexts-quarterly-121500120.html
 

Verdantix forecasts that the global enterprise market for EHS software will exceed $1.4 billion by 2020.

Yet despite this projected growth, many companies remain ill-equipped to handle the transition from paper log books, spreadsheets or legacy IT systems to more advanced EHS management software systems

“Simple, intuitive software – like VelocityEHS – provides industry best-practice functionality right out of the box, yet it is still configurable to meet our customers’ unique requirements. Our system is a true cloud solution, meaning that it offers a less expensive, more flexible and quicker route to implementation, so you can achieve operational excellence sooner.”

https://www.ehs.com/2017/05/...-ehs-excellence-verdantix-summit-2017/
 

dass sich Actua dazu entschließen könnte, Veliocity doch noch langer zu behalten, selbst wenn das Unternehmen eigentlich komplett entwickelt und absolut verkaufsreif ist.

Man darrf auch nicht vergessen, dass Velocity durch die große Zahl der Kunden, die lange Laufzeit der Verträge und die Hohe Verlängerungsrate bei den Vertragen ein sehr sicheres Unternehmen ist,

Denn wenn man Velocity momentan z.B. für 300 Millionen verkaufen würde, stellt sich die Frage, was man mit dem anstellt, inbesondere wenn man eine ähnliche Sicherheit haben will wie bei Velocity. Leider hat Actua meines Erachtens verpass, da bei den letzten Kapitalrunden der Minderheitsbeteiligung Instamed proportional oder noch besser überproportional mitzuziehen.

Ein Hineinpumpen der 300 Millionen in die beiden verbleibenden Beteiligungen Folidynamix und Bolt sowie weitere Rückkäufe ware zwar eine Möglichkeit, ist mir aber zu risklant - denn foliodynamix und Bolt bieten zwar große Chancen, sind aber nach meiner Einschätzung wesentlich risikoreicher als Velocity.Denn sowohl Foliodynamix als auch Bolt sind im Grunde genommen Finanztitel.