Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

wo Internet Capital 32% halt und die für 2008 einen IPO angekündigt haben.

Metastorm Achieves Record Growth in 2007 and Becomes Only Vendor to Secure a Leadership Position across BPM, BPA and EA Markets

BALTIMORE, MD – February 4, 2008 – Metastorm, a leading provider of Business Process Management (BPM), Business Process Analysis (BPA), and Enterprise Architecture (EA) software for aligning strategy with execution, today announced financial results for its fiscal year ending December 31, 2007. The privately-held company posted record total and record license revenues, increased profitability and reported a continued increase in enterprise-wide deployments of its software. The company has met all of its key financial targets for the year while at the same time completing three strategic acquisitions, including Proforma Corporation – a leader in enterprise modeling and process analysis software, Process Competence – a European-based process improvement consulting organization, and Spotlight Data – a software company specializing in data analysis and process discovery. Inclusive of its 2007 acquisitions, Metastorm experienced 42 percent growth in total revenues year-over-year. Metastorm’s existing customers accounted for over 60 percent of the company’s software license revenue during the year – a strong validation of the results the Metastorm Enterprise™ platform delivers.

In 2007, Metastorm expanded its product portfolio to add enterprise modeling and process discovery to its traditional business process management capabilities – a strategic investment that was well received by existing customers, target prospects, and industry analysts and has thus far had a very positive impact on the growth and performance of the company. Metastorm now has the capability to help organizations significantly improve the complete end-to-end enterprise, accelerating value across all functions by aligning strategy, analysis and execution on a single platform.

Metastorm added over 165 customers to its portfolio in 2007. Some key additions in the 4th quarter of 2007 included: AEGIS Group Plc (U.K.). Allergan (U.S.), CareFirst Blue Cross Blue Shield (U.S.), CSX Corporation (U.S.), Omgeo (U.S.), Pinsent Masons (U.K.), Portugal Telecom (Portugal), and Wells Fargo (U.S.). Existing customers expanding their use of Metastorm software included Chubb & Sons (U.S.), Generali Insurance (Slovenia), Thomson Elite (U.S.), and Wyeth (U.S.). Strong adoption rates and large enterprise license deals enabled Metastorm to post its third consecutive year of profitable growth.

In addition to delivering strong financial results and significantly expanding its global customer base in 2007, Metastorm also achieved recognition of its industry leadership from the leading analyst firms. Metastorm was named a Leader in both the “Gartner Magic Quadrant for BPM Suites, 2007” and the “Forrester Human-Centric BPM Wave for Microsoft Platforms, 4Q07” reports. These credentials add to the existing recognition by both Gartner and Forrester of Metastorm as a Leader in Enterprise Architecture Tools and Business Process Modeling Suites – giving Metastorm a solid leadership position in all three of its target disciplines, a position that no other vendor can match.

“The investments we made in 2007 to fund strategic acquisitions and global expansion of our employee base resulted in another record year for Metastorm in terms of both financial results and industry recognition,” stated Robert Farrell, chairman and CEO of Metastorm. “Our message of unifying strategy, analysis and execution on a single technology platform from Metastorm is clearly resonating in the market, and organizations from all industries are investing in Metastorm as a strategic platform for business process improvement and enterprise optimization. We are very proud of our proven track record of delivering product innovation, customer results and strong financial performance.”



About Metastorm
With a focus on enterprise visibility, optimization, and agility, Metastorm offers market-leading solutions for Enterprise Architecture (EA), Business Process Analysis & Modeling (BPA) and Business Process Management (BPM). As an integrated product portfolio, Metastorm Enterprise™ allows organizations to significantly improve business results by unifying strategy, analysis and execution. Metastorm is the only solution provider to bring together these critical disciplines on a single software platform to enable an understanding of enterprise architecture and strategy, accurate impact and opportunity assessment, effective process execution, and accelerated value realization for organizations worldwide. For more information on powering strategic advantage with Metastorm Enterprise, visit www.metastorm.com.

 

man kann aber den Jahresumsatz 2007 nicht herauslesen.
Wieviel Umsatz machen denn die im Jahr ?  

nochmal ein Frage an Dich Libuda.
Warum bist Du so negativ gegenüber Intershop eingestellt ?
Die haben von den 10 größten Online-Shops in Deutschland alleine 6 davon !
Quelle - Tschibo - Otto Versand - Telecom - BWM - My Buy (NEU - soll Konkurent zu Amazon werden) usw. usf.
Sun Microsystem - Four Seasons (in Amerika)

Umsatzwachstum 2007:  über 50 %     -    2008:  25 %  !!!
2008 kann man mit knapp 40 Mio. € bei wahrscheinlichen 2,7 Mio. € Gewinn -
bei 25 Mio. Aktien !

Wenn ich jetzt bedenke, welchen Fair Value Du bei den ICGE-Beteiligungen ansetzt,
dann verstehe ich Deine Ablehnung gegenüber Intershop überhaupt nicht !

Wäre dankbar für eine Stellungnahme.  

In der Ankündigung des IPO's werden 100 Millionen für 2008 genannt.

Die Frage ist nicht, wo ich den Fair Value von Intershop ansetze, sondern meine Argumentationa zielt darauf ab, wieviel sich schon davon im Börsenkurs wiederspiegelt - und darauf zielt auch meine Argument ab. Das Kurs-Umsatz-Verhältnis, das sich im Kurs widerspiegelt, ist bei Intershop doppelt so hoch wie bei Internet Capital - obwohl die Beteiligungen von Internet Capital von ihrer Struktur her fast in jedem werthaltiger sind und wir eine Risikostreuung haben.

Um es kurz zu machen: Internet Capital ist nur halb zu hoch bewertet wie Intershop - und das vor allem bei sehr viel geringem Risiko (z.B. dadurch, dass wir keine Schulden haben, die Cash/Wertpapiere über 50% der Marktkapitalisierung abdeckt und man viele Nischen als Weltmarktführer oder Nr. 2 oder Nr. 3 abdeckt).


 

Strongest job-posting in the history of Metastorm     8 minutes ago     http://www.metastorm.com/company/car.asp

Metastorm had annoucend an ipo for 2008. The market will be about a half billion - maybe higher. And Internet Capital owns 32%.


Sentiment : Strong Buy
Rating :
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 Re: Strongest job-posting in the history of Metastorm     3 second(s) ago     Metastorm Achieves Record Growth in 2007 and Becomes Only Vendor to Secure a Leadership Position across BPM, BPA and EA Markets

BALTIMORE, MD – February 4, 2008 – Metastorm, a leading provider of Business Process Management (BPM), Business Process Analysis (BPA), and Enterprise Architecture (EA) software for aligning strategy with execution, today announced financial results for its fiscal year ending December 31, 2007. The privately-held company posted record total and record license revenues, increased profitability and reported a continued increase in enterprise-wide deployments of its software. The company has met all of its key financial targets for the year while at the same time completing three strategic acquisitions, including Proforma Corporation – a leader in enterprise modeling and process analysis software, Process Competence – a European-based process improvement consulting organization, and Spotlight Data – a software company specializing in data analysis and process discovery. Inclusive of its 2007 acquisitions, Metastorm experienced 42 percent growth in total revenues year-over-year. Metastorm’s existing customers accounted for over 60 percent of the company’s software license revenue during the year – a strong validation of the results the Metastorm Enterprise™ platform delivers.

In 2007, Metastorm expanded its product portfolio to add enterprise modeling and process discovery to its traditional business process management capabilities – a strategic investment that was well received by existing customers, target prospects, and industry analysts and has thus far had a very positive impact on the growth and performance of the company. Metastorm now has the capability to help organizations significantly improve the complete end-to-end enterprise, accelerating value across all functions by aligning strategy, analysis and execution on a single platform.

Metastorm added over 165 customers to its portfolio in 2007. Some key additions in the 4th quarter of 2007 included: AEGIS Group Plc (U.K.). Allergan (U.S.), CareFirst Blue Cross Blue Shield (U.S.), CSX Corporation (U.S.), Omgeo (U.S.), Pinsent Masons (U.K.), Portugal Telecom (Portugal), and Wells Fargo (U.S.). Existing customers expanding their use of Metastorm software included Chubb & Sons (U.S.), Generali Insurance (Slovenia), Thomson Elite (U.S.), and Wyeth (U.S.). Strong adoption rates and large enterprise license deals enabled Metastorm to post its third consecutive year of profitable growth.

In addition to delivering strong financial results and significantly expanding its global customer base in 2007, Metastorm also achieved recognition of its industry leadership from the leading analyst firms. Metastorm was named a Leader in both the “Gartner Magic Quadrant for BPM Suites, 2007” and the “Forrester Human-Centric BPM Wave for Microsoft Platforms, 4Q07” reports. These credentials add to the existing recognition by both Gartner and Forrester of Metastorm as a Leader in Enterprise Architecture Tools and Business Process Modeling Suites – giving Metastorm a solid leadership position in all three of its target disciplines, a position that no other vendor can match.

“The investments we made in 2007 to fund strategic acquisitions and global expansion of our employee base resulted in another record year for Metastorm in terms of both financial results and industry recognition,” stated Robert Farrell, chairman and CEO of Metastorm. “Our message of unifying strategy, analysis and execution on a single technology platform from Metastorm is clearly resonating in the market, and organizations from all industries are investing in Metastorm as a strategic platform for business process improvement and enterprise optimization. We are very proud of our proven track record of delivering product innovation, customer results and strong financial performance.”

 

verkaufen.

Die sollte man sich so schnell wie möglich sichern.  

Nach dem IPO von Metastorm dürften die so langsam die komplette Bewertung mit Cash abdecken !

Alle anderen Firmen gibt es dann umsonst.  

wann steht das IPO von Metastorm an?  

wenn sich die US-Kurse stabilisiert haben. Man sollte aber vorher drin sein, denn dazu muss man nur das lesen:

http://www.internetcapital.com/pdf/presentations/webcast4Q07.pdf  

Is the SEC criminal because the SEC ignore criminals     16-Feb-08 02:57 pm     Look at the highest institutional holding in the history of the Nasdaq with 99,4%:


ICGE
Internet Capital Group, Inc. NASDAQ-GM


Institutional Holdings Description | Hide Summary



Company Details
Total Shares Out Standing (millions): 39

Market Capitalization ($ millions): $372

Institutional Ownership: 99.4%

Price (as of 2/15/2008) 9.62


Ownership Analysis # Of Holders Shares
Total Shares Held: 110 38,395,520

New Positions: 11 283,995

Increased Positions: 41 1,390,331

Decreased Positions: 46 987,265

Holders With Activity: 87 2,377,596

Sold Out Positions: 10 68,717



Click on the column header links to resort ascending () or descending ().


Owner Name
Select a name below for more information. Date Shares Held Change
(Shares) % Change
(Shares) Value
($1000)
FMR LLC 12/31/2007 3,850,000 0 0.00% $37,037

CAPITAL RESEARCH & M... 9/30/2007 3,400,000 200,000 6.25% $32,708

DIMENSIONAL FUND ADV... 12/31/2007 3,283,250 5,500 0.17% $31,585

GENDELL JEFFREY L 12/31/2007 3,262,780 0 0.00% $31,388

CAPITAL WORLD INVEST... 12/31/2007 2,819,000 - - $27,119

The message is clear; There doesn't exist only 10% shortselling of the outstanding shares, there must exist about additional 15%-20% criminal shortselling with is not part of the offical numbers. I had posted about this criminals about years again and again, but the SEC slept and slept and slept. But now, the greatest idiots in the SEC must recognize the criminals.


 

Internet Capital "market outperform," target price reduced
7:52a.m. - Boenning & Scattergood

NEW YORK, February 18 (newratings.com) - In a research note published on February 15, analysts at Boenning & Scattergood reiterate their "market outperform" rating on Internet Capital Group Inc (ICGE). The target price has been reduced from $16 to $15.  

http://seekingalpha.com/article/...rnings-call-transcript?source=feed  

vom 29.11.

Internet Capital (ICGE): 'Overvalued, my friend. That is an overvalued pastiche of a bunch of businesses without the transparency.'

http://seekingalpha.com/article/...8?source=side_bar_cramer's%20picks  

Hedge Fund Discloses 8% Stake in Internet Capital Group
posted on: December 20, 2006 | about stocks: ICGE    
Print Email
In a 13D filing on Internet Capital Group Inc. (ICGE) Mason Capital Management disclosed an 8% stake (3.12M shares, 2.7M which represent Convertible Notes owned) in the company.

Mason Capital said it has had discussions with senior management of the comapny concerning the company's business and management and expects to continue to have such discussions in the future.  

http://seekingalpha.com/article/...all-transcript?source=yahoo&page=1

Das klingt alles sehr gut. Der Artikel von Daxcrash stammt aus 2006.  

und die 2064 sollte nur zeigen, daß wie Libuda wohl auch andere mit Buckley auf Kriegsfuß stehen...  

bin auch wieder einmal online. Sehe gerade was unser heissgeliebter ICGE heute wieder für ein Theater vollführt. Seit Wochen kennt ICGE nur eine Richtung:  südwärts! Da nützen auch alle schönen Aufstellungen und (super) Beteiligungsgesellschaften nichts. Eine Verlieraktie bleibt eine Verlieraktie. Bleibe nur aus reinem Spasspotetional und weil ich auf dieses Geld schon lange nicht mehr angewiesen bin, dabei. Mir tun aber alle Investoren leid die seit fast 8 Jahren auf einen "Durchbruch" hoffen und noch mehr Geld in dieses Teil investiert haben als ich.  
Trotzdem ein schöner Abend wünscht allen ICGE Fans
penski  

20.02.2008 22:46
Internet Capital Group to Speak at the Third Annual Pacific Crest On-Demand Conference

Internet Capital Group, (News) Inc. (Nasdaq:ICGE) announces that Paul Slaats, Managing Director at ICG, will present on the Company's progress, strategy and value proposition to key members of the financial community at the 3rd Annual Pacific Crest On-Demand Conference in San Francisco on Thursday, February 28 at 3:00 PT.

This event will be web cast and available for replay from our web site, www.internetcapital.com. For access to the web cast and the replay, click on the investor information tab and select presentations and web casts. The web cast will be available for replay for three months from the date of the conference.

About Internet Capital Group

Internet Capital Group (www.internetcapital.com) acquires and builds Internet software companies that drive business productivity and reduce transaction costs between firms. Founded in 1996, ICG devotes its expertise and capital to maximizing the success of these platform companies that are delivering on-demand software and service applications to customers worldwide.

Safe Harbor Statement under Private Securities Litigation Reform Act of 1995

The statements contained in this press release that are not historical facts are forward-looking statements that involve certain risks and uncertainties including but not limited to risks associated with the uncertainty of future performance of our partner companies, acquisitions or dispositions of interests in partner companies, the effect of economic conditions generally, capital spending by customers and development of the e-commerce and information technology markets, and uncertainties detailed in the Company's filings with the Securities and Exchange Commission. These and other factors may cause actual results to differ materially from those projected.



 

acht Jahren auf einen Anstieg, sondern sind in der Nähe der Tieftskurse eingestiegen, die bei $3,40.

Ich sehen meine ca. 20.000Stück, die ich für ca. 135.000 Dollar angeschafft habe als Langzeitanlage weit über den momentanen Zeitpunkt hinaus, um Kursgewinne nicht versteuern zu müssen.

In dieser Größenordnung soll das kein Rat für Normalanleger sein, mehr als 3-5% sollten die von diesem Papier nicht für eine auch in Zukunft kursgewinnsteuerfreie Anlage nicht investieren.  

schön wieder einmal etwas von dir zu hören. Man wird schon etwas stiller wenn eigene Aktien in den Keller rasseln. Mir geht es genau so. Allerdings ist es nicht so, dass ich seit acht Jahren auf einen Durchbruch hoffe. Viele Anleger, auch aus meinem Bekanntenkreis die in ICGE investiert sind, tun das aber.
Zugegeben ich habe nicht viele Stücke unter $4,00 gekauft, aber kontinuierlich zwischen 2003 und mitte 2007 dazugekauft. Auf jeden Fall bin ich mit meinen 5400 Stück immer noch in den schwarzen Zahlen. Aber, wie ich schon in meinem Beitrag 2067 festgestellt habe, ICGE ist eine Verliereraktie, da helfen auch alles Schönreden und tolle Beteiligungsgesellschaften nichts, wenn das Managerment des Mutterhauses aus lauter Nieten besteht. So, das musste einmal gesagt werden und ich hoffe sehr für dich und auch für mich, dass ICGE nicht noch weiter in den Keller marschiert.
Schöner Sonntag noch wünscht
penski  

wer etwas warten kann, kann die zunehmende Dollarschwäche nutzen, um nochmals günstiger rein zu gehen, denke die 5,50€ werden wir in Kürze sehen, bzw. -10% sind nochmal drinn.

Vielleicht gibt es doch mittelfristig eine Erholung des $ gegen den €, sodass zusätzliche Währungsgewinne winken.  

sodass ich die Meinung von w2505 nicht teile. Metastorm steht als IPO für 2008 fest, der zweite angekündigte IPO dürfte Starcite sein - da hat meines Erachtens gerade das Pre-Marketing für den IPO eingesetzt.

StarCite Integrates Hilton Family of Hotels into New, Real-Time Electronic Small Meetings Solution
Tuesday February 26, 2:05 pm ET


PHILADELPHIA--(BUSINESS WIRE)--StarCite, the leading provider of On Demand Meetings Management Solutions, announced today that Hilton Hotels Corporation will directly integrate its industry first, real-time online small group product, eEvents, with StarCite’s Small Meeting Solution.
ADVERTISEMENT


Through the agreement, Hilton will invite the Hilton Family of Hotels, including Hilton, Conrad, Doubletree, Embassy Suites, Hampton Inn, Hampton Inn & Suites, Hilton Garden Inn, Homewood Suites by Hilton, and The Waldorf Astoria Collection hotels, to participate in StarCite's Small Meeting Solution. Meeting planners using StarCite SMS will gain direct access to Hilton’s inventory of guest rooms, meeting spaces, food and beverage, and audio/visual services that is available to be booked through the eEvents platform at www.hiltonfamily.com/e-Events. In return, the Hilton Family of Hotels will gain exposure to StarCite’s growing corporate client base.

“We’re pleased to team up with Hilton to provide our client base with the ability to electronically book multiple guest rooms, function and meeting space across its portfolio of hotels,” said Michael Boult, president and chief executive officer, StarCite. “We’re combining two great technologies to greatly benefit meeting and event planners. Our agreement with Hilton Hotels Corporation represents a major evolution in the booking of small meetings and functions, and will provide the opportunity for a vast online inventory of space dedicated to small group meetings and events.”

“The Hilton Family of Hotels, which has been an industry innovator in providing online inventory for small meetings and functions with its eEvents product, is pleased to further its relationship with the leading online meetings technology provider,” said Bob Brooks, vice president – eSales Strategy and Performance, Hilton Hotels Corporation. “StarCite provides excellent distribution opportunities for our nearly 2,500 hotels across nine brands in North America, giving us immediate access to meeting planners booking through their SMS system, and leverages the best products in small meetings technology. In addition, our agreement provides a global opportunity for each Hilton Family Hotel to enjoy enhanced marketing on StarCite.”

StarCite’s Small Meeting Solution (SMS) provides an interface for hotels to manage their small meetings business and the ability to capture more online opportunities. While the majority of corporations have preferred hotel supplier programs, almost none have the means to promote their preferred suppliers within their small meetings programs. StarCite’s Small Meeting Solution provides visibility, savings and control for corporations using SMS to book and mange small meetings, which represent a large percentage of corporate meeting spend.

About StarCite, Inc.

StarCite®, Inc. provides a technology platform that makes meeting and event planning, booking, and management simpler, easier and more cost-effective for corporations, hotels, venues and meeting suppliers worldwide. StarCite delivers visibility, cost savings, and control over meeting spending for businesses and enhanced revenue opportunities for suppliers. Through Web-based, on-demand technology, StarCite automates and supports every key element of the meeting planning and procurement process: planning, budgeting, buying attendance, payment, and results measurement. Using StarCite’s proprietary online marketplace, meeting buyers can connect and conduct business with over 93,000 hotels, vnues, destinations and suppliers globally. StarCite is based in Philadelphia. StarCite’s equity holders include Internet Capital Group (NASDAQ: ICGE - News), TPG Growth, Norwest Venture Partners (NVP), and TL Ventures. For more information about StarCite or its technologies and services, please visit www.starcite.com.





 

denn ein Quote von 95% ist sensationell und einmalig an der Nasdaq. Man muss dabei bedenken, dass wir vor 4 Jahren noch zwischen 2 und 3% lagen.

ICGE  
Internet Capital Group, Inc. NASDAQ-GM  


 Institutional Holdings  Description | Hide Summary    


   
Company Details
Total Shares Out Standing (millions):  39  

Market Capitalization ($ millions):  $346  

Institutional Ownership:  94.9%  

Price (as of 2/28/2008)  8.95  

   
Ownership Analysis # Of Holders Shares
Total Shares Held:  107  36,656,140  

New Positions:  10  278,995  

Increased Positions:  39  1,278,865  

Decreased Positions:  45  994,454  

Holders With Activity:  84  2,273,319  

Sold Out Positions:  9  46,059  



Click on the column header links to resort ascending () or descending ().  

 
Owner Name
Select a name below for more information.  Date  Shares Held   Change
(Shares)  % Change
(Shares)  Value
($1000)  
FMR LLC  12/31/2007  3,850,000  0  0.00%  $34,458  

CAPITAL RESEARCH & M...  9/30/2007  3,400,000  200,000  6.25%  $30,430  

DIMENSIONAL FUND ADV...  12/31/2007  3,283,250  5,500  0.17%  $29,385  

GENDELL JEFFREY L  12/31/2007  3,262,780  0  0.00%  $29,202  

CAPITAL WORLD INVEST...  12/31/2007  2,819,000  -  -  $25,230  



 

Unterbewerteste Nasdaq-Aktie  

Die Unterbewertung ist eigentlich nur mit negativen Emotionen aus der Vergangenheit zu erklären und extremem nacktem Shorten. Dabei steht ein Shortquezze vor der Haustür, denn der Anteil der Institutional ist den letzten dreieinhalb Jahren von unter 3% auf jetzt 95% geklettert. Die Institutionals haben also den Braten gerochen

BIGGEST UNDERVALUE OF ALL INTERNETSTOCKS WORLDWIDE

In which direction will Internet Capital go when the ipo's of Metastorm and Starcite will happen in 2008?

3 New Awards for Metastorm in 2008

http://www.metastorm.com/news/awa.asp


Metastorm had announced an IPO for the next month. Market cap of Metastorm with revenues of 100 million in 2008 will be about a half billion or more.

If we subtract the cash and securites of about 160 million from the market-cap of 330 million, the difference of 180 million is the worth of the 32% of Metastorm by the coming ipo.

Free of charge are:

65% of ICGCommerce

www.icgcommerce.com

26% of Starcite (which will make an ipo in 2008 too)

www.starcite.com

15% of Creditex

www.crecitex.com

32% of Freeborders

www.freeborders.com

41% of Channelintelligence

www.channelintelligence.ocm


35% of Whitenfence

www.whitefence.com

48% of Vcommerce

www.vcommerce.com

9% of Anthem Venture

www.anthemvp.com

5% of Emptoris

www.emptoris.com

80% of Investorforce

www.investorforce.com



 

Bei fallenden Märkten, wird auch diese Firma nicht verschohnt werden.
Der Chart spricht für sich.

Vorsicht ist bei hier noch angebracht.

gruß123