BCE Emergis 913664 - 500 Beiträge pro Seite

[Brokerhajo]

Hallo Leute

vor 2-3 wochen wurde ich durch NTV auf diese Aktie aufmerksam
Der Typ sagte das dieser Wert explodieren wird weil sie marktführer sind.
Sie ist angeblich der grösste B2B Wert in Canada.
Wer kennt diesen Wert genauer wo findet man den Kurs in canada
und wie ist die Marktkapitalisierung????
Ich hab mir mal welche ins Depot gelegt ein sehr volatiler Wert
aber die Internetseite www.bce-emergis.com ist interessant
Sie haben auch abkommen mit ariba, schaut doch mal rein.

Also wer weiss mehr?

Kurs heute 85€ Berlin und münchen gehandelt

Gruß brokerhajo

[107711]

Hallo Brokerhajo !

Schau mal in meinen und anderer Thread unter der Überschrift
"B2B-Unternehmen mit zeitnaher Profitabilität " von 107711 .
Ich denke, da hast Du erst mal was zu lesen und fühlst Dich nicht
mehr so allein. Alles andere deiner Fragen wird im Text veröffentlicht.
Übrigens, 85 Euro ist kein schlechter Einstiegskurs. Wir hatten schon
107 Euro gesehen und ich denke, das kommt bald wieder.

Tschüß

[Rob2303]

Zahlen 07/2000Related Quotes

IFM.TO
105.50
-0.25

delayed 20 mins - disclaimer


Monday July 24, 10:02 am Eastern Time
Company Press Release
BCE Emergis Posts Sharply Higher Second Quarter Results
MONTREAL--(BUSINESS WIRE)--July 24, 2000--(TSE:IFM. - news)


* Revenue triples and reaches $122 million
* Net earnings from operations at $0.09 per share
* U.S. revenue climbs from 5% to 42% of total revenue
* Healthcare segment propels revenue rise and accounts for 52% of
revenue

BCE Emergis (TSE:IFM. - news) today announced that it recorded second quarter revenues of $122.2 million, up sharply from the previous year when revenues stood at $40.3 million. Net earnings from operations(a) for the quarter were $8.2 million, or $0.09 per share, compared to a loss of $2.0 million, or $0.03 per share for the same period in 1999. Including acquisition-related amortization costs and deferred income taxes, BCE Emergis recorded a net loss of $82.2 million, or $0.89 per share for the second quarter ended June 30, 2000, compared to a net loss of $17.9 million or $0.23 per share for the same period in 1999.

``We again recorded strong growth during the quarter and this, coupled with our recent acquisition of UP&UP, had a significant positive impact on our revenue both over last year and over the previous quarter. In addition, our EBITDA progression over the past four quarters demonstrates a solid overall operational performance. Both illustrate the sharp growth curve that our company is experiencing, fueled by the rising industry demands for B2B solutions,`` said Brian Edwards, President and CEO of BCE Emergis. ``These demands are creating tremendous opportunities to expand our customer base and our existing customer relationships,`` he added.

Financial highlights
These strong second quarter financial results translated into
several milestones:

- At $122.2 million, second quarter revenue is up 203% from the
corresponding quarter in 1999 and 68% from the first quarter of
this year.

- Net earnings from operations(a), a widely accepted measure for
ongoing operational profitability, reached $8.2 million, compared
to a $2.0 million loss in for the three-month period in 1999 and
a $1.5 million loss in the first quarter 2000. EBITDA reached the
$20 million mark, significantly up from a $0.9 million loss in
1999 and from $5.0 million in the first quarter 2000.

- Cash flow from operations generated during the second quarter
totaled $19.3 million, compared to a negative $3.3 million in
1999. Cash in the bank, at the end of the quarter stood at $86.5
million.

For the first six months, the Company recorded $194.9 million in revenue, 152% higher than the $77.3 million for the same period last year. Net earnings from operations were $6.8 million or $0.08 per share, compared to a loss of $3.2 million or $0.04 per share for the six-month period in 1999. Including acquisition-related amortization costs and deferred income taxes, BCE Emergis recorded a net loss of $123.3 million, or $1.36 per share for the six months ended June 30, 2000, compared to a net loss of $34.0 million or $0.43 per share for the same period in 1999.

Operational Highlights

Virtually all the industry segments contributed to the record growth registered for the second quarter.

- The healthcare sector became the largest segment,
registering $63.3 million in revenue, compared to $3.6 million in
comparable 1999 quarter, and $18.2 million in the first quarter
of this year. The finance and telecom segments generated revenue
of $22.7 million and $33.1 million, respectively. Revenue in the
transportation area was $3.1 million.
- The Company produced 42% of its revenue in the U.S., compared to
5% in the same period last year and 8% in the first quarter of
2000.
- Included for the first time in the quarterly results, United
Payors &United Providers Inc. contributed significantly to
financial and operational growth. The Company plans to use
UP&UP as the foundation for its U.S. healthcare strategy.

During the second quarter, the Company announced some important developments and customer sales:

- Scotiabank joined e-route, a leading electronic bill
presentment and payment corporation. BCE Emergis has a 10-year
agreement with e-route - that now includes seven of the country`s
largest financial institutions - to provide it with its
electronic bill presentment needs.
- BCE Emergis, through its Bell Canada sales channel, concluded an
agreement with Molson to implement and manage a corporate
electronic procurement marketplace that includes all its
suppliers. This is BCE Emergis` third major e-procurement
contract signed in just over six months.
- BCE Emergis signed a strategic alliance with ValiCert and has
become a member of the ValiCert Affiliate Program thus further
enhancing its security services offering and the security
features in business-to-business (B2B) transactions.

Additional financial information is available on the BCE Emergis web site at www.emergis.com.

BCE Emergis delivers network-centric e-commerce services that significantly improve customer processes through secure B2B exchanges. Combining e-commerce, e-payment and security services, BCE Emergis offers clients in the healthcare, financial services, telecommunications and transportation industries a full suite of core and vertical-specific services that are the essential building blocks and infrastructure required for e-commerce. BCE Emergis is one of the top e-commerce providers in North America and its shares are included in the TSE 100 Composite Index. For more information, please refer to www.emergis.com.

(a) Net earnings from operations is defined as reported net earnings before ``acquisition-related costs`` (amortization of intangibles and option on convertible debentures) one-time gains and charges, and deferred income tax expense.

This news release contains certain forward-looking statements that reflect the current views and/or expectations of BCE Emergis with respect to its performance, business and future events. Such statements are subject to a number of risks, uncertainties and assumptions. Actual results and events may vary significantly.

Consolidated Statement of Income
(millions of dollars, except loss per share)
For the For the For the For the
three three six six
-month -month -month -month
period period period period
ended ended ended ended
June 30 June 30 June 30 June 30
2000 1999 2000 1999
(unaudited)(unaudited)(unaudited)(unaudited)

Revenue 122.2 40.3 194.9 77.3
Direct costs 18.0 12.7 37.9 24.7
----------------------------------------
Gross margin 104.2 27.6 157.0 52.6
----------------------------------------

Expenses
Operations 46.3 13.1 66.7 24.4
Sales and marketing 14.7 4.9 23.2 8.3
Development and
integration services 9.4 6.3 19.4 12.3
General and
administrative 13.8 4.2 22.7 8.4
----------------------------------------
84.2 28.5 132.0 53.4
----------------------------------------

Income (loss) before
under-noted items 20.0 (0.9) 25.0 (0.8)

Depreciation 6.2 1.4 11.8 2.8
Amortization of
intangibles 89.9 15.9 127.8 30.8
Interest income (2.1) (0.9) (2.9) (1.7)
Interest expense 4.6 0.1 5.2 0.3
Interest expense
- amortization of
option on
convertible debenture 8.2 - 8.9 -
Other expenses 0.2 0.5 1.2 1.0
---------------------------------------

Net loss before tax (87.0) (17.9) (127.0) (34.0)
Income tax expense
- current 2.9 - 2.9 -
Income tax recovery
- deferred (7.7) - (6.6) -
----------------------------------------

Net loss (82.2) (17.9) (123.3) (34.0)
=========================================

Loss per share ($) (0.89) (0.23) (1.36) (0.43)


Consolidated Balance Sheet
(millions of dollars)


As at As at As at
June 30, December 31, June 30,
2000 1999 1999
(unaudited) (audited)(unaudited)

ASSETS

Current
Cash and temporary cash
investments 86.5 76.1 64.5
Accounts receivable 86.4 47.2 30.3
Prepaid expenses 19.1 2.6 0.5
Other 35.2 7.1 8.0
----------------------------
227.2 133.0 103.3
Capital assets 127.8 126.1 74.1
Goodwill 806.5 242.8 94.6
Other assets 65.4 7.2 -
----------------------------
Future income
tax asset 35.5 - -
-----------------------------
1,262.4 509.1 272.0
-----------------------------


LIABILITIES

Current
Accounts payable and
accrued liabilities 107.9 76.8 27.2
Deferred revenue 6.4 5.6 3.9
Convertible debenture 133.6 - -
Long-term debt due
within one year 7.3 7.6 3.5
----------------------------
255.2 90.0 34.6
Deferred credits 2.2 2.2 -
Long-term debt 14.8 15.2 5.5
----------------------------
272.2 107.4 40.1
----------------------------

SHAREHOLDERS` EQUITY
Option on convertible
debenture 25.2 - -
Capital stock 1,180.1 525.8 324.0
Foreign currency
translation adjustment 0.8 - -
Deficit (215.9) (124.1) (92.1)
------------------------------
990.2 401.7 231.9
------------------------------
1,262.4 509.1 272.0
------------------------------

Consolidated Statement of Cash Flows


For the For the For the For the
three three six six
-month -month -month -month
period period period period
ended ended ended ended
June 30 June 30 June 30 June 30
2000 1999 2000 1999
(unaudited)(unaudited)(unaudited)(unaudited)
Operating activities
Net loss (82.2) (17.9) (123.3) (34.0)
Depreciation and
amortization 96.1 17.3 139.5 33.7
Amortization of
option on convertible
debenture 8.2 - 8.9 -
Income tax expense (7.7) - (6.6) -
Other (0.3) - (0.3) 0.5
Changes in working
capital items 5.2 (2.7) (23.8) (4.9)
-----------------------------------------
19.3 (3.3) (5.6) (4.7)
-----------------------------------------

Investing activities
Acquisitions - (13.7) (797.2) (14.0)
Cash acquired on
acquisition of UP&UP - - 46.3 -
Note receivable from
former majority
shareholder of UP&UP - - (11.6) -
Additions to fixed
assets (8.6) (1.6) (19.6) (3.3)
-----------------------------------------
(8.6) (15.3) (782.1) (17.3)
-----------------------------------------

Financing activities
Repayment of
long-term debt (1.5) (0.7) (3.5) (1.5)
Issue of convertible
debenture - - 150.0 -
Issue of common shares 0.9 2.3 654.3 53.1
-----------------------------------------
(0.6) 1.6 800.8 51.6
-----------------------------------------

Foreign exchange gain
(loss) on cash held in
foreign currencies (2.7) - (2.7) -

Cash position
Increase (decrease) 7.4 (17.0) 10.4 29.6
Beginning balance 79.1 81.5 76.1 34.9
----------------------------------------
Closing balance 86.5 64.5 86.5 64.5
----------------------------------------

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS

Convertible debenture

In order to provide the required financing for the acquisition of UP&UP, BCE Inc. (our parent company) purchased, by way of private placement, 5,517,827 common shares at a price per share of $117.80 (being the closing price of our common shares on the TSE on March 20, 2000) for a total cash consideration of $650,000,000. In addition, BCE Inc. advanced $150,000,000 in the form of a convertible debenture bearing interest at a rate of 6.84% per annum. The maturity date of the debenture is December 31, 2000 and it can be redeemed by the Company at any time. The principal amount of the debenture is convertible into 1,273,345 common shares at a conversion price per share of $117.80. The fair value of the conversion option associated with the convertible debenture on the date of issuance was $25,236,000 and is reflected as ``option on convertible debenture`` in shareholders` equity. This amount will be amortized over the term of the debenture (282 days).

Related party information

Revenues include $22.4 million and $49.2 million, for the three month period ended March 31, 2000 and for the six month period ended June 30, 2000 respectively, from normal course sales to entities controlled by the Company`s parent, either for their own use or for resale to third parties.

Cash and temporary cash investments includes $25.0 million ($30.0 million at December 31, 1999) invested on a short-term basis with an entity controlled by the Company`s parent.

Accounts receivable include $75.5 million ($18.1 million at December 31, 1999) due from entities controlled by the Company`s parent.

Accounts payable and accrued liabilities include $54.3 million ($19.4 million at December 31, 1999) due to entities controlled by the Company`s parent.

The convertible debenture of $124.8 million is owed to the Company`s parent, with an option to convert valued at $25.2 million which is included in shareholder`s equity.

Operating Segment Information

The Company focuses its activities on four vertical markets (financial services, healthcare, telecommunications, and transportation), offering a full suite of products to companies in these markets. The following table shows the revenues derived from each of the four vertical markets:

Finance Health Telecom Transport Total
Q2 00 22.7 63.3 33.1 3.1 122.2
Q2 99 10.7 3.6 21.9 4.1 40.3
YTD 00 43.1 81.5 63.7 6.6 194.9
YTD 99 17.2 6.8 44.9 8.4 77.3

Contingency

On April 26, 1996, First Health Group Corporation (``First Health``), filed a civil complaint against United Payors & United Providers, Inc. (``UP&UP``), a subsidiary of the Company, seeking injunctive relief and damages of $29 million to $37 million based on claims of trademark infringement, false advertising, deceptive trade practices, fraud, interference with contract, interference with prospective economic relations and unfair competition. First Health`s principal contention is that representatives of UP&UP made false and misleading statements during contract negotiations with healthcare providers in order to cause them to join the UP&UP provider network.

On March 21, 2000, the U.S. District Court for the Northern District of Illinois granted summary judgment in favor of UP&UP on the false advertising claims; and on April 10, 2000, the Court granted summary judgment in favor of UP&UP on the contractual interference and damages claims. An appeal of those court rulings is expected. The Company believes First Health`s claims lack merit and that its potential liability, if any, arising from the litigation will not be material to its consolidated financial statements.

[automn twilight]

Wer resümiert uns diese Fakten, was bedeuted dies für mich, treuen BCE Emergis-Aktionär seit Monaten. Nachkaufen-Verkaufen ???. Gibts denn Analystenempfehlungen ???????