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    Was gibts zu Bravofly zu sagen? - 500 Beiträge pro Seite

    eröffnet am 06.05.14 16:12:12 von
    neuester Beitrag 24.03.19 08:22:46 von
    Beiträge: 18
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     Ja Nein
      Avatar
      schrieb am 06.05.14 16:12:12
      Beitrag Nr. 1 ()
      Die IPO am 15.04.14 verlief zwar alles andere als rosig aber mittlerweile gehts doch bereits wieder Richtung Norden.
      Die Feststellung, dass Online-Reiseportale ein schwieriges Segment seien, halte ich nicht unbedingt für zutreffend. Man schaue doch wieviele Menschen heutzutage ihren Urlaub selbst planen und buchen, und zwar im Internet. Gleichzeitig sprießen die Angebote dort regelrecht aus dem virtuellen Boden. Ich denke man muss hier ein wenig Geduld haben und schauen, dass Bravofly seine nächsten Schritte mit Bedacht wählt. Auf der Agenda stehen nun neue Angebotskategorien wie z. B. Hotelübernachtungen, Kreuzfahrten und Autovermietung.
      Was gibt es eurer Meinung nach gegen Bravofly einzuwenden?


      http://www.wiwo.de/finanzen/boerse/flopp-bei-onlinereiseport…
      1 Antwort
      Avatar
      schrieb am 06.05.14 16:14:59
      Beitrag Nr. 2 ()
      Twitter fällt heute auch wieder sehr stark, die IPO-Zeit wo alles erst einmal gekauft wurde, scheint wohl vorbei zu sein.

      Gruß Bernecker1977
      Avatar
      schrieb am 17.10.14 15:21:52
      Beitrag Nr. 3 ()
      Antwort auf Beitrag Nr.: 46.929.774 von raisin am 06.05.14 16:12:12Kurs fast gedrittelt inzwischen...
      Avatar
      schrieb am 24.10.14 16:40:41
      Beitrag Nr. 4 ()
      habe mir heute mal ein paar Ansichtsstücke geholt
      1 Antwort
      Avatar
      schrieb am 27.05.15 11:32:15
      Beitrag Nr. 5 ()
      offenbar umbenannt in Lastminute.com
      1 Antwort

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      Avatar
      schrieb am 27.05.15 11:45:30
      Beitrag Nr. 6 ()
      Antwort auf Beitrag Nr.: 49.855.405 von R-BgO am 27.05.15 11:32:15
      und zwar, weil sie lastminute.com von Sabre gekauft haben
      aus dem 10q von Sabre:

      "lastminute.com— On March 1, 2015, we sold lastminute.com to Bravofly Rumbo Group. The transaction was completed through the transfer of net liabilities as of the date of sale consisting primarily of a working capital deficit of $71 million, partially offset by assets sold including intangible assets of $26 million.

      We did not receive any cash proceeds or any other significant consideration in the transaction other than payment for specific services being provided to the acquirer under a transition services agreement through the end of 2015.

      Additionally, at the time of sale, the acquirer entered into a long-term agreement with us to continue to utilize our GDS for bookings which generates incentive consideration paid by us to the acquirer . We recognized a gain on sale of $25 million, net of tax, in the first quarter of 2015."


      bin mal gespannt, ob sie was draus machen können...
      Avatar
      schrieb am 21.04.16 16:30:50
      Beitrag Nr. 7 ()
      Lastminute.com says too hard for consumer startups to enter travel battle
      Apr 21.2016

      Travel startups attempting to muscle in on consumer travel will face an uphill task if they want to challenge the status quo.

      That’s the pessimistic view from the deputy CEO of Lastminute.com Group, Andrea Bertoli, when asked this week about the likelihood of a new business emerging to take on the likes of Expedia Inc and The Priceline Group.

      Bertoli was speaking during a session at the EyeforTravel Conference in London about the role of intermediaries in the travel food chain.

      “To be a B2C business, it is all about money now,” he says.

      Such is the spending power of the brands in the global powerhouses of Expedia and Priceline, which spent over $6 billion on advertising between them in 2015 to capture the eyeballs of consumers, that any consumer-facing startup will need to figure out a new method to attract attention or have a unique idea.

      Bertoli says:
      “It is difficult to start from scratch – new companies entering now will have to have something else.”

      Whilst there could be an argument that Bertoli is being rather protectionist about those wanting to challenge his own group of business (also including the BravoFly brand), his comments will resonate with countless brands that are struggling to unseat those with deep coffers.

      Bertoli suggests that the traction for travel startups is now primarily in services to the rest of the industry, where decent technology and ideas can be sold to a wide group of potential customers.

      Destination and mobile services, in particular, can scale without anywhere near the eye-watering levels of digital marketing needed elsewhere to lure in consumers.

      The Lastminute.com Group spent in the region of $100 million in marketing in 2015.

      Expedia Inc splashed out $3.3 billion, with its arch rival Priceline Group not far behind with $2.8 billion over the same period.
      Avatar
      schrieb am 12.05.16 16:49:48
      Beitrag Nr. 8 ()
      Antwort auf Beitrag Nr.: 48.125.834 von R-BgO am 24.10.14 16:40:41
      aufgestockt
      nach Verlust in 2015 wollen sie dieses Jahr wieder Gewinn machen;

      will mal versuchen, den Markt etwas systematischer als bisher abzudecken:

      PCLN und EXPE sind die Leader, aber lm könnte in Europa was werden...
      Avatar
      schrieb am 16.09.16 14:20:51
      Beitrag Nr. 9 ()
      Lastminute.com Group Buying Spree Won’t Be Over for Awhile

      Patrick Whyte, Skift - Sep 15, 2016 1:00 pm


      The company now somewhat confusingly calling itself lastminute.com group is eyeing further acquisitions as it continues to transition away from a pure online travel agency model.

      This isn’t the same lastminute.com that became a symbol of the dotcom boom during the early 2000s but rather the company formerly known as Bravofly Rumbo Group.

      The Swiss-based firm chose to rename itself after buying lastminute.com from Sabre for only £1 in March 2015, although it did take on some $43 million in debt after asset sales and entered into a long-term global distribution system agreement with Sabre at the time of the purchase.

      It was the latest in a string of deals that have seen it branch out from being strictly an online travel agency to metasearch and other areas – and it is unlikely to be the last transaction.

      “For M&A we have a very active and I would say mixed pipeline,” CEO Fabio Cannavale told analysts on an earnings call Wednesday following the release of its first-half results.

      The company’s performance in first six months of 2016 was an improvement on the prior year, thanks in part to the integration of lastminute.com.

      Revenue rose by 8.5 percent to $150 million (€133.2 million), helping to move it from a pre-tax loss of $2 million (€1.8 million) to a profit of $6.3 million (€5.6 million).


      The results prompted the board of directors to up full-year guidance for adjusted EBITDA from above $28.1 million (€25 million) to higher than $30.4 million (€27 million).

      lastminute.com group launched its new strategy, which it has since characterized as Travel & Media, at the end of 2015 with the aim of providing long-term growth.

      Rather than just concentrating on traditional bookings the company also wants to own the advertising and content space around its 43 million monthly unique visitors. It is a path that many companies, including Expedia Inc. and the Priceline Group, have followed over the years.

      Non-transactional business, which can be highly profitable, now makes up around 19.5 percent of group revenue.

      Cannavale said: “The successful implementation of our Travel & Media model [confirms] the vision behind the lastminute.com acquisition. It will take a long time to fully exploit the potential of such an optimized business mix but short-term achievements are really encouraging and in line with ambitious management expectations.

      “Our more than healthy and robust financial structure enables the Group to keep looking at new investment opportunities to fulfil our objectives. Our solid track record of deal sourcing, execution and integration should represent a reliable fundamental to support such a growth plan.”

      Following the lastminute.com deal, the company launched a redundancy plan to more than halve the number of people working in the UK from 350 to 150. It employs more than 1,000 people in seven countries.
      4 Antworten
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      schrieb am 26.09.16 08:45:34
      Beitrag Nr. 10 ()
      Antwort auf Beitrag Nr.: 53.289.489 von R-BgO am 16.09.16 14:20:51WAYN travel social network bought by Lastminute.com Group
      Sep 20.2016

      Pioneering travel social network WAYN has ended 14 years as an independent company and sold to Lastminute.com Group.

      Terms of the acquisition have not been disclosed.


      The platform claims to have 20 million members and will become part of the new owner’s strategy to increase revenues through media models alongside its existing online travel agency business.

      WAYN was created in 2002 and attracted the attention not only of investors but also the wider tech sector with its ambition to build a community based on travel experiences and planning.

      Co-founders Jerome Touze, Pete Ward and Mike Lines have seen the concept of a travel social network evolve over the years since, not least with the rise of Facebook and countless other (mostly failed) travel planning startups.

      But the WAYN business has also made changes along the way, including introducing a travel dating tool and various deals to integrate various search services such as flights (Kayak and Momondo) and hotels (Booking.com).

      The company secured a Series A round of $11 million some four years after its inception from Scottish Equity Partners and a string of travel tech luminiaries in 2006, including Brent Hoberman (co-founder of the original Lastminute.com) and Howzat Media, a investment vehicle backed by David Soskin and Hugo Burge of Cheapflights.

      WAYN began talking to Lastminute.com Group earlier this year and was in exclusivity status on negotiations since June.

      The transfer process for the structure of the business to the new owner saw the founders wind up the shell company (Where Are You Now) a few weeks ago.


      WAYN co-founder and CEO, Pete Ward, says:

      “By combining WAYN’s unique capabilities and audience with those of the group, we are able to bring a market leading proposition and help advertisers tell integrated stories through bespoke and relevant content.”

      Lastminute.com Group recently launched The Travel People, a new division to help its existing as well as new industry partners and other advertisers reach its traveller customer-base through media services.

      The groups claims to have around 43 million unique visitors every month across the portfolio of brands, including the flagship Lastminute.com, Rumbo, Volagratis, Bravofly and Jetcost.

      WAYN’s founders and team of around 20, based in the UK, Poland and South Africa, will all be transfering with the business to the new owner.


      Chief audience architect at Lastminute.com Group, Marco Corradino, says:

      “The WAYN team is a group of exceptional entrepreneurs who have created a vibrant community of travellers who enjoy sharing millions of travel opinions.

      “Its business complements and expands our offering in Europe and, with its strong social travel network platform, it will become the content hub for our entire group.”
      3 Antworten
      Avatar
      schrieb am 26.09.16 11:21:21
      Beitrag Nr. 11 ()
      Antwort auf Beitrag Nr.: 53.346.006 von R-BgO am 26.09.16 08:45:34
      SKIFT TAKE

      Lastminute.com group may have bought the assets of WAYN but the company behind it remains in insolvency proceedings in the UK. Clearly this isn’t a straightforward deal.


      — Patrick Whyte


      Strange goings on at WAYN, the social media platform that bills itself as the “world’s largest travel club.”

      Yesterday Skift reported that the company that trades as WAYN (Where Are You Now? Ltd) had gone into administration – a form of insolvency in the UK. This remains the case.

      Today, the recently renamed lastminute.com group (formerly Bravofly Rumbo Group) announced it had acquired some of WAYN’s assets as part of its drive to move into the content business.

      WAYN can trace its history to the pre-Twitter, pre-Facebook days of 2002 and since its launch has pursued a series of different strategies.

      No details of the price paid were given and it is referred to in a press release as an “asset deal,” which “has no material impact on economic and financial figures.”

      The fate of the WAYN brand is unknown. Marco Corradino, chief audience architect of lastminute.com group, said in a statement: “WAYN is the perfect fit for lastminute.com group. Its business complements and expands our offering in Europe and, with its strong social travel network platform, it will become the content hub for our entire group.”

      NOT STRAIGHTFORWARD

      A WAYN representative characterized Where Are You Now? Ltd as “just one of our legal entities” but the WAYN website and records at Companies House suggest it is the primary operating entity. In 2016, it filed accounts for the year ending September 30, 2015, and although the details were abbreviated they still reveal that the company was struggling financially.


      Where Are You Know? Ltd suffered a loss of $846,000 (£652,392), tacking accumulated losses to $5.4 million (£4.1 million) in the year ending September 30, 2015 and had net liabilities of $614,000 (£473,254).

      The accounts were prepared on a “going concern” basis, a technical term meaning that a company has the resources to continue operating.

      “The directors are aware that the balance sheet of the company reflects net liabilities as at the end of the period. The directors are satisfied that improving trading together with plans for additional investment in the business will enable the company to meet its liabilities as they fall due,” the accounts noted.

      According to reports, discussions with lastminute.com group had started earlier this year before they entered exclusivity in June. The accounts for Where Are You Now? Ltd were signed off on June 7.

      The company went into administration on September 5. In order to do so it would have needed to show it was insolvent.

      When Skift contacted lastminute.com group to ask about the administration a spokesperson said: “lastminute.com group didn’t acquire the shares of WAYN. The company acquired certain assets.”

      Skift also asked Jerome Touze, one of the directors of WAYN, a series of questions and is still waiting for a response.

      According to web analytics company Similarweb, WAYN traffic over the last six months averaged about 2 million visitors per month, and its largest market was India.
      2 Antworten
      Avatar
      schrieb am 18.10.16 11:44:50
      Beitrag Nr. 12 ()
      Antwort auf Beitrag Nr.: 53.347.266 von R-BgO am 26.09.16 11:21:21https://skift.com/2016/10/13/lastminute-bought-wayns-assets-…


      Auszug:

      Social travel network WAYN was rescued from insolvency by lastminute.com group after the Swiss-based company agreed to acquire its assets for a mere $1.2 million (£1 million) in a controversial “pre-pack” deal.

      Over the course of its 14-year history, WAYN had raised $11 million from investors so the $1.2 million payday did not please many investors. A pre-pack purchase is common in the UK and is controversial because the buyer doesn’t have to take on the company’s debts or onerous contracts.

      WAYN and lastminute.com group didn’t provide any of these deal terms when they confirmed the acquisition last month but subsequently Skift found some of the fine print in the administrators’ report.

      According to the report, Lastminute.com group submitted its initial offer to acquire WAYN on June 2 and it totalled $2.8 million (£2.3 million) but the company eventually reduced its bid to $1.2 million (£1 million) after it carried out due diligence. Match.com, owned by Barry Diller’s IAC, submitted a bid for WAYN for $122,000 (£100,000) but it was eventually rejected.

      WAYN accepted the lastminute.com group bid but the final selling price was not sufficient to pay-off all creditors, and Where Are You Now? Ltd was put into administration.

      The list of those still owed money includes Brent Hoberman, the co-founder of lastminute.com, who was a minority shareholder in WAYN.

      ...

      A spokesperson declined to comment on a number of areas but said that the motivating factor behind the deal was WAYN’s database of 20 million registered members as well as its 2 million monthly unique visitors.

      The lastminute.com group spokesperson said it would be “integrated with lastminute.com group’s new media business, the ‘Travel People.’ Its business complements and expands our offering in Europe and, with its strong social travel network platform, it will become the content hub for our entire proposition.”
      1 Antwort
      Avatar
      schrieb am 17.03.17 10:38:45
      Beitrag Nr. 13 ()
      GB ist da
      7 MEUR Nettoergebnis


      WENN ich deren Berechnung von 28,6 MEUR adj. EBITDA glauben würde,

      DANN käme ich bei einer NFP von 56 MEUR auf einen EV von 127 MEUR

      => EV/EBITDA = 4,4x
      Avatar
      schrieb am 27.07.17 13:46:53
      Beitrag Nr. 14 ()
      Antwort auf Beitrag Nr.: 53.497.428 von R-BgO am 18.10.16 11:44:50
      Interview mit Fabio:
      https://skift.com/2017/06/28/lastminute-com-group-ceo-we-con…

      Auszug:

      Cannavale: We consider ourselves a media company more than a travel company. So people come on our site and they need to have relevant content. Relevant content can be content provided by social media, relevant content could be metasearch, it can even be a lot of branded content that we are producing that people maybe are interested in.

      The point is in this kind of business, 2 percent of the people on average buy something. Ninety-eight percent are not buying, but we also have to provide something for these people. Three years ago, probably the non-OTA revenue was around 0 or 5 percent. Last year we had about 25-30 percent of the revenue not coming from OTA.

      Skift: That could be metasearch and media?

      Cannavale: It’s metasearch and media. Metasearch is growing very well. Media, what does it mean? This is also why we need WAYN, we need content. Having an audience, you have to really to target that audience and to give to each one what they really need.
      Avatar
      schrieb am 09.11.17 09:56:36
      Beitrag Nr. 15 ()
      Avatar
      schrieb am 22.12.17 10:56:20
      Beitrag Nr. 16 ()
      Avatar
      schrieb am 08.11.18 19:12:57
      Beitrag Nr. 17 ()
      immer noch nicht so richtig in der Gewinnzone, aber der Bauch findet irgendwas gut...
      Avatar
      schrieb am 24.03.19 08:22:46
      Beitrag Nr. 18 ()
      die Jahreszahlen haben dem Markt gefallen; rund 20% plus in den letzten Tagen


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