Actua unterbewertet - 500 Beiträge pro Seite

[FlankerStan]

Actua is capitalizing on the enormous opportunity that’s being generated by the second wave of the SaaS revolution
.

With the majority of businesses still spending more than 90% of their IT budgets on legacy, on-premise technologies, Actua is positioned to transform and improve the way business gets done. Ultimately this transformation drives value for our customers, our investors and our management teams. Investors of Actua have the opportunity to ride this wave of value creation through the growth of our rapidly expanding cloud-based businesses.

Vertical SaaS is rapidly evolving.

Very few companies have seen that evolution from its inception:
•Observing and evaluating markets over time
•Watching new vertical cloud players emerge
•Studying their dynamics
•Buying, operating, growing, selling them – and learning lessons from both winning and losing along the way

Since 1996, we’ve been doing nothing else.

The vertical cloud is an incredibly exciting market opportunity, promising to transform entire industries. We don’t just want to share the profit. We want to share the vision and the journey. And that’s why we’re all-in on next-wave vertical SaaS

[CloudMOD [Mod]]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Hallo FlankerStan,

Die ISIN habe ich zugeordnet.
Für eine Diskussion sind Informationen, natürlich mit entsprechenden Quellenangaben, sehr wichtig.
Bitte stellen Sie nachträglich entsprechende Quellen zur Verfügung.
Vielen Dank !

Freundliche Grüße CloudMOD

[FlankerStan]

Antwort auf Beitrag Nr.: 52.613.903 von CloudMOD am 14.06.16 16:25:22

Quelle des Ausgangspostings

http://www.actua.com/investors/

[Datteljongleur]

Antwort auf Beitrag Nr.: 52.614.143 von FlankerStan am 14.06.16 16:50:39

Actua unterbewertet


Und jetzt musst du uns nur noch erklären, wie du zu dieser Aussage kommst.

Wenn man sich die Finanzkennzahlen mal anschaut ..........

Unterbewertet!!

[FlankerStan]

Antwort auf Beitrag Nr.: 52.614.974 von Datteljongleur am 14.06.16 18:10:12

Salesforce zahlt 10-fachen Umsatz für Demandware

Salesforce zahlt 10-fachen Umsatz für Demandware

Demandware, Inc. (DWRE)
-NYSE  Watchlist
74.81 26.82(55.89%) Jun 1, 4:02PM EDT

Income Statement
Quarterly Data
All numbers in thousands
Period Ending Mar 31, 2016 Dec 31, 2015 Sep 30, 2015 Jun 30, 2015
Total Revenue 67,080 75,563 57,582 53,858
Cost of Revenue 20,559 19,239 16,896 16,287
Gross Profit 46,521 56,324 40,686 37,571

Operating Expenses
Research Development 19,075 18,030 17,125 16,504
Selling General and Administrative 39,044 37,915 35,292 41,217

Operating Income or Loss (11,598) 379 (11,731) (20,150)

Quelle: financeyahoo.com

Die 160 Millionen Umsatz aus dem letzten Guidance von Actua werden dagegen nur mit dem 2-fachen bewertet. Würde Actua wie Demandware bewertet, müsste sich der Kurs verfünffachen.

Für den Anfang wäre ich auch zunächst einmal mit einer Verdoppelung zufrieden.



If the 160 million revenues of Acuta were valued like Demandware, the market-cap of Actua must be 1.6 billion = $43/share

[1erhart]

Selten so gelacht




















































Guten Morgen LIBUDA

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Actua umsatzstärktste Plattform ist nach meiner Einschätzung Velocity

VelocityEHS
Environmental, Health and Safety compliance platform that enables organizations to meet stringent and costly OSHA requirements

Important Metrics:*
•  Revenue Growth: 23% in Q1 2016 compared to Q1 2015
•  Bookings: Grew recurring SaaS bookings 27% in the quarter, compared to Q1 2015
•  New Signings: Added almost 700 customers, bringing its total customer count to approximately 12,000, representing over half of the Fortune 1000
•  Pipeline: Growth continues to accelerate quarter after quarter, with strong representation of both mid-market and marquee Global 500 organizations. Additionally there has been great interest in the new Ergonomics offering
•  Competitive Moat: Database of 9.6 million material safety data sheets is a comprehensive web-based library that ensures 100% compliance for companies and continues to expand as new customers come onto the platform
•  Operating cash flow positive for 2016

* As of 3/31/16 unless otherwise noted


http://www.actua.com/wp-content/uploads/2016/05/Q1-slides-FI…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Nach VelocityEHS stelle ich Govdelivery und Foliodynamix auf eine Stufe - hier zunächst Govdelivery

Digital communications and marketing platform that enables public sector organizations to effectively reach citizens and drive action

Important metrics:*
•  Revenue Growth: 20% in Q1 2016 compared to Q1 2015
•  Bookings: Annual contract value growth of 25% compared to Q1 2015, the best Q1 bookings the company has ever reported
•  New signings: Closed 40 deals in Q1, up from 25 in Q1 2015
•  Total Customers: Now serving 1,200 federal, state, local and UK government agencies
•  Pipeline: Pipeline for recurring revenue up more than 25% from last year at this time, growth is expected to accelerate through the year
•  Competitive Moat: 127 million citizen subscribers create network effect, significantly expanding reach and audience for each customer
•  Only digital communications solution that is FedRAMP compliant
•  Operating cash flow positive for 2016

http://www.actua.com/wp-content/uploads/2016/05/Q1-slides-FI…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

The seperation of the 160 million revenues from the last guidance after my estimates

VelocityEHS = 65 million

Govdelivery = 45 million

Foliodynamic = 35 million

Bolt = 15 million

[1erhart]

Antwort auf Beitrag Nr.: 52.635.635 von FlankerStan am 17.06.16 00:29:48

Guten Morgen LIBUDA

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Auf gleicher Ebene wie Govldeivery sehe ich die dritte Plattform: Foliodanymix

Enables the delivery of client-centric, innovative, scalable wealth management solutions through secure, cloud-based, fully integrated, advisory products and services

Important Metrics:*
•  Revenue Growth: 7% in Q1 2016 compared to Q1 2015
•  Bookings: Annual recurring revenue of $1.3 million
•  New Signings: Signed 4 new customers since beginning of the year, 2 significant expansions at existing customers
•  Total Customers: More than 200 banks, brokerage firms and large RIAs
•  Pipeline: The pipeline for new deals and upsells continues to build nicely, with several of these deals in the 7-figure range on an annual basis
•  Competitive Moat: Comprehensive, client-centric technology platform with integrated proprietary advisory products; upcoming release 8.0 will add significant enhancements to the user interface and additional capabilities such as e-signature, customer portals, and a new modular architecture
•  Operating cash flow positive for 2016
•  Multi-year/multi-million dollar contracts
•  $4.9 billion in regulatory assets under management

*As of 3/31/16 unless otherwise noted

Quelle: identisch mit den Übersichten von Velocity und Govdelivery

[Datteljongleur]

Geht schneller und spart Ordergebühren:




Spiegelt natürlich nur meine persönliche Meinung wieder!

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

The rise of vertical industry cloud applications

By Phil Wainewright August 19, 2015

SUMMARY:

Where did the emerging trend towards vertical industry cloud applications spring from and why is it one to watch?

In an April 2014 article that has since been widely shared, I reported Workday CEO Aneel Bhusri’s prediction of five emerging application categories that he believes will dominate cloud computing. Four were functional categories — customer-facing, IT/operations, enterprise backbone, and collaboration/productivity. But the fifth was tangential to the other four, to some extent cutting across or sitting above them — what Bhusri called the “industry specific” application cloud.

This consists of vertical applications tailored to the needs of specific industries, such as patient care, manufacturing and so on. This was the least defined of the five clouds, he said, with no visible leaders at present: “those are still up for grabs.”
A year and some on, the vertical cloud remains unconquered, but it’s no longer the neglected backwater it may have seemed back then. Every enterprise cloud vendor has a vertical industry strategy of some kind, from Workday beefing up existing products with functionality and analytics that target specific verticals to NetSuite doubling down on its SuiteCommerce play in the retail sector or Infor splashing out two-thirds of a billion dollars on an acquisition that leverages its micro-verticals strategy in several sectors.

diginomica.2015/08/19/...ical-industry-cloud-applications/

[1erhart]

Mahlzeit Libuda, Flankengott

[FlankerStan]

Antwort auf Beitrag Nr.: 52.641.422 von 1erhart am 17.06.16 18:48:26

Analysts: 1-year consensus price target of .67

Actua Corp (NASDAQ:ACTA) Receives Average Rating of “Strong Buy” from Brokerages
June 17th, 2016 • 0 comments • Filed Under • by ABMN Staff

Actua Corp (NASDAQ:ACTA) has received a consensus broker rating score of 1.00 (Strong Buy) from the three brokers that cover the stock, Zacks Investment Research reports. Three investment analysts have rated the stock with a strong buy rating.
Analysts have set a 1-year consensus price target of $15.67 for the company

www.americanbankingnews.com/2016/06/17/...buy-from-brokerages/

[1erhart]

Mahlzeit Libuda

[FlankerStan]

Antwort auf Beitrag Nr.: 52.635.545 von FlankerStan am 16.06.16 23:53:13

Was wäre Govdelivery wert, wenn den mehr

als 100 Millionen Usern von Govdleivery der gleiche Wert pro User zugemessen würde, wie das bei der Übernahme von LinkedIn durch Microsoft geschehen ist?

Over one thousand public sector organizations use GovDelivery’s highly-secure cloud solutions every day to enhance the citizen experience for more than 100 million people. GovDelivery offers leading solutions for managing government communications, internal and external learning, and open data. The GovDelivery Network offers a unique and impactful way for public sector organizations to work together to cross promote content and increase digital reach. Organizations using GovDelivery see higher utilization of citizen services and greater citizen engagement. GovDelivery is an Actua (Nasdaq:ACTA) company.

Quelle: Govdelivery

[FlankerStan]

Antwort auf Beitrag Nr.: 52.648.895 von FlankerStan am 19.06.16 15:50:03

Die Anwort: 6,05 Milliarden

433 Millionen Nutzer wurden bei LinkedIn mit 26,2 Milliarden bewertet.

Govdelivery hat 100 Millionen User.

Ergebnis durch Dreisatz: 26,2 Milliarden geteilt durch 433 Millionen mal 100 Millionen = 6,05 Milliarden

"Das Karrierenetzwerk LinkedIn vermeldete Ende April ein überraschend starkes Wachstum für das erste Quartal des Jahres. Im Vergleich zum Vorjahr stieg der Umsatz um 35 Prozent auf 861 Millionen Dollar (Vorjahr: 759 Mio. Euro). Linkedin schreibt aber auch weiterhin rote Zahlen. Der Verlust wurde auf 45,8 Millionen Dollar ausgeweitet (Vorjahr: 42,5 Millionen Dollar). Dennoch wurden die Prognosen der Wall Street übertroffen. Die Zahl der Nutzer legte um 19 Prozent auf 433 Millionen zu. Im deutschsprachigen Raum überschritt LinkedIn die Marke von acht Millionen Mitgliedern. Der Xing-Konkurrent ist als eines der wenigen westlichen Online-Netzwerke in China aktiv - mit über 20 Millionen Nutzern."

Quelle: wallstreet-onlinle

[1erhart]

Ja wenn das Wörtchen wenn nicht wär, wär ich schon lange Milliardär, so bin ich halt nur Millionär.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.648.988 von FlankerStan am 19.06.16 16:07:17

We have developed some best practices over years

https://www.govdelivery.com/blog/welcome-govdeliverys-new-us…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.636.427 von FlankerStan am 17.06.16 08:39:15

Auf gleicher Ebene wie Govldeivery sehe ich die dritte Plattform: Foliodanymix

http://finance.yahoo.com/mbview/threadview/?&bn=10ea04d4-592…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Leader in each market -  Each market has less than 10% cloud adoption

Actua-Annual-Meeting: Fundamentals okay - Leader in each market -  Each market has less than 10% cloud adoption

•  Operate cloud software solutions in four sectors, each with a multi-billion dollar opportunity
–  Government Communications
–  Environmental Health and Safety
–  Wealth Management
–  Property and Casualty Insurance • Leader in each market

•  Each market has less than 10% cloud adoption


Actua Platform Advantage: the Intersection of Vertical IP and SaaS IP

Being part of the Actua Platform provides:

•  Public company advantage – long-term focus and strong balance sheet provides an excellent foundation for longterm growth

•  Accelerated market share and adoption

•  Strong corporate development through M&A

•  Deep expertise in software R&D • Ability to attract, grow and retain talent

actua/wp-content/uploads/2016/06/...INAL-6-16-2016.pdf

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

1.96-times-revenues, no debts, growth of near 20%

Actua has only 1.96-times-revenues, no debts and growth of near 20%.

2016 Guidance
Actua continues to expect annual GAAP revenue in the range of between $155.0 million and $160.0 million, representing growth in the range of between 16% and 20% compared to 2015, positive annual non-GAAP cash flows from operations in the range of between $3.0 million and $8.0 million.
www.actua.com/wp-content/uploads/2016/05/...-Release-FINAL.pdf

Market-cap of today is idiotic low 309 million.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Cloud Technology Company Sees Board Member Buy Shares

Cloud Technology Company Sees Board Member Buy Shares
Actua Corp (NASDAQ:ACTA) had one member of its boardroom buy a sizable block of shares earlier this week. H. Richard Haverstick Jr., appointed to the company’s Board in early May, purchased 15,000 shares on Monday at prices varying from $9.30 to $9.44 per share.

http://www.insidermonkey.com/blog/battered-staffing-company-…

[1erhart]

Antwort auf Beitrag Nr.: 52.693.114 von FlankerStan am 25.06.16 07:55:02

Und wieder einmal 7% Minus sagt auch alles über diese Klitsche.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Completed three tuck-in acquisitions

two at GovDelivery and one at VelocityEHS, and expanded the capabilities of our businesses through significant product development and technology enhancements.

http://www.actua.com/wp-content/uploads/2016/06/Actua-Annual…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Actua Market Characteristics

- Attractive Market Size & Growth Opportunities > $ Billion + market, growing >20%

- Early Cloud Adoption Proven customers, yet < 10% total market penetration

- Pursuing markets we can transform Highly fragmented, unautomated, slow to innovate

- Attractive Competitive Dynamics Clear competitive moat via big data and network effect

www.actua.com/wp-content/uploads/2016/06/...INAL-6-16-2016.pdf

[1erhart]

Kurs vor genau 10 Jahren 8,47 $

Letzter Kurs am Freitag 8,87 $

Das sind doch sage und schreibe ganz sagenhafte 4,72255% Plus

Was willst du eigentlich mit diesem Schrott immer noch ???????????

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

GovDelivery Platform Capabilities vom Feinsten

GovDelivery Platform Capabilities - FOUNDATIONAL SOLUTIONS

The GovDelivery Network connects federal, state, and local governments with over 100 million citizens.
•  Drive more traffic to your resources
•  Send more people to your programs
•  Connect with hard to reach audiences

The GovDelivery Communications Cloud enables 1,000+ government organizations to inform and engage their audiences.
•  Reach people on top channels
•  Automate & streamline workflow
•  Track key performance indicators
•  Target and segment audiences


GovDelivery Platform Capabilities - ADDITIONAL SOLUTIONS

Advanced Package for Communications Cloud
- Accelerate & streamline usage of your services.  
- Standardize repeatable campaigns  
- Use segmentation to foster one-to-one relationships 
-  Refine and inform your messaging strategy with A/B testing

Interactive Text Messaging
- Share immediate conversations with your audience 
- Notify or remind to reduce missed appointments 
- Get actionable feedback
-  Recruit and enroll program participants 
-  Change behavior
- Track outcomes

Learning
- Transform training with interactive learning.
-  Create high impact learning experiences
- Support learning cycles with a better LMS
- Deliver modern learning with custom course development

Data
- Increase access to critical data resources
- Publish and manage data
-  Create visualizations of performance and outcomes
 - Build with flexibility
 - Remove barriers to make data more accessible to any audience


www.actua.com/wp-content/uploads/2016/06/...INAL-6-16-2016.pdf

[Datteljongleur]

Antwort auf Beitrag Nr.: 52.698.013 von 1erhart am 26.06.16 12:16:48

Er will uns darauf hinweisen, dass diese Bude "unterbewertet" sei!
Und das schon seit 10 Jahren!!

[1erhart]

Antwort auf Beitrag Nr.: 52.703.665 von Datteljongleur am 27.06.16 12:29:23

Genaugenommen noch länger, ich habe eben nur die Kurse von 10 Jahren hergenommen.

Aber das ganze mit Libuda/FlankerStan ist ja eine ganz andere Geschichte aus dem Arivaboard.

Wobei ich ganz ehrlich noch nie verstanden habe wie borniert Menschen sein können und lieber mehrmals im Leben kurz vor der Pleite stehen bzw. pleite waren und dann immer noch kein Fünfcentstück schlauer geworden sind. Aber auch das ist wieder eine ganz andere Geschichte.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Merh zur umsatzstärksten unter den vier Kernbeteiligungen: VelocityEHS

http://finance.yahoo.com/mbview/threadview/;_ylt=AsCuArWp_Oy…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.635.635 von FlankerStan am 17.06.16 00:29:48

Tolles Schaubild zu Bolt

http://info.boltinc.com/hubfs/Infographics/Bolt_DigitalDivid…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.718.554 von FlankerStan am 29.06.16 08:20:54

Can P&C Insurers Become the Next Amazon?

June 28, 2016
The Amazon-inspired retail industry has shaped a new set of customer expectations, forcing a revolution across multiple industries, including P&C insurance. As insurers move toward a more customer-centered ideal, they are coming to grips, no matter how cautiously, with the inevitability of digital distribution, but can the P&C insurance industry ever evolve to own the product-packed, customer-pleasing power of retail leaders such as Amazon? The answer is yes, especially for market-leading carriers with the right digital distribution platform.
What Makes Amazon So Special?
Amazon began its journey in 1995, selling books from founder, Jeff Bezos’ garage in Bellevue, Washington. Now, with $107 billion in sales last year,1 it isn’t hard to understand where deep digital superiority, a vast product selection and an understanding of complex shopper behavior has taken them.

Insurers CAN Become the Next Amazon

By adopting the right digital distribution platform, insurers gain native tools to propel them on their Amazon-style journey. Platforms that easily append to carrier systems and merge traditional channels with digital capabilities rapidly bring carriers up to modern standards and position them for future success. Inborn analytics spawn the type of insights that encourage engagement by recommending real-time coverage options, while a vast market network allows insurers to bundle their products with those from other carriers to meet more of their customer’s needs without taking on unnecessary risk. Looking at Amazon’s success may be enough to encourage an insurer to cross the chasm, but even more compelling are the 14% increase in net premiums and revenue boost of 24% over 5 years experienced by insurers that have taken advantage of a digital distribution platform with built-in analytics and market network offerings.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Annual Shareholder Meeting Audio is now available

https://app.scoutfin.com/document.html?id=576d9164d18182d170…

[1erhart]

KGV von Actua ist -xxx

Oder kann man ein Minus beim KGV gar nicht angeben.

[1erhart]

Ich nehme dann einmal die Schätzungen von Finanzen.net

2015 2016 2017
Ergebnis/Aktie -2,59 USD -1,39 USD -0,99 USD

EBIT in Mio. -18,20 USD -18,40 USD -26,35 USD

Erklär doch mal deine sogenannte "UNTERBEWERTUNG"

PS: Du kannst mich bei Ariva sperren lassen soviel du willst. Trotzdem dürftest du eine schwere Kindheit gehabt haben oder schwer krank sein, anders ist dein Verhalten leider für viele nicht erklärbar.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Von den im Jahresdurchschnitt ca. 37 Millionen Akien (lt. letztem Quartalsberich)

halten Management und Board u.a.:

Major Direct Holders (Forms 3 & 4)

Holder

Shares

Reported

BUCKLEY WALTER W III 1,226,899 May 17, 2016
ALEXANDER DOUGLAS A 1,364,544 Mar 4, 2016
MORGAN RAYMOND KIRK 233,348 May 19, 2016
BERKMAN DAVID J 172,742 Jun 17, 2016
GERRITY THOMAS P 164,064 Jun 19, 2015

Quelle:financeyahoo.com

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Foliodynamix

https://fpdl.vimeocdn.com/vimeo-prod-skyfire-std-us/01/2245/…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.750.657 von FlankerStan am 02.07.16 19:03:56

Top Institutional Holders

Holder

Shares

% Out

Value*

Reported

Pembroke Management, LTD 3,393,915 8.60 30,714,930 Mar 31, 2016

Vanguard Group, Inc. (The) 2,635,893 6.68 23,854,831 Mar 31, 2016

Capital World Investors 2,602,000 6.59 23,548,100 Mar 31, 2016

Dimensional Fund Advisors LP 2,324,969 5.89 21,040,969 Mar 31, 2016

Bank of Montreal/Can/ 1,736,337 4.40 15,713,849 Mar 31, 2016

Polar Asset Management Partners Inc. 1,188,896 3.01 10,759,508 Mar 31, 2016

BlackRock Institutional Trust Company, N.A. 1,086,900 2.75 9,836,445 Mar 31, 2016

Rice, Hall, James & Associates 1,034,687 2.62 9,363,917 Mar 31, 2016

BlackRock Fund Advisors 1,028,434 2.61 9,307,327 Mar 31, 2016

FMR, LLC 6,119,612 15.51 55,382,488 Mar 31, 2016


Quelle. financeyahoo.com

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Actua hält 8% an Anthem Venture

http://finance.yahoo.com/mbview/threadview/?&bn=10ea04d4-592…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Man kann es sich da leicht machen oder schwer mit der Bewertung

Nehmen wir z.B. Deine Forderung, das anhand der G+V zu machen, wird es schwieiger als bei einem Unternehmen, das nicht als Inkubator agiert.

Denn hättest Du gerne die G+V von 2013, als Procurian für 350 Millionen verkauft wurde, oder die von 2015, wo keine Unternehmensverkäufe stattfanden?

Zur Vorbeugung: Bitte argumentiere nicht, dass man Gewinne aus Unternehmensverkäufe als außerordentlich herausrechnen müsse - die sind das ordentlich Geschäft eines Inkubators, wobei zugegebenermaßen auch diese Rolle von Actua nicht mehr eindeutig ist.

RADNOR, Pa., Dec. 5, 2013 (GLOBE NEWSWIRE) -- ICG Group, Inc. (Nasdaq:ICGE) ("ICG") today announced the consummation of the sale of Procurian Inc. ("Procurian"), a leading specialist in procurement solutions, to an affiliate of Accenture plc (NYSE:ACN) for $375 million in cash, subject to adjustment for working capital, cash, debt and other items. ICG will realize approximately $328 million for its stake in Procurian. A portion of ICG's proceeds are being held in escrow and will be subject to potential indemnification claims; subject to any such claims, the escrowed proceeds will be released to ICG on or around December 4, 2014. ICG does not expect to owe any income taxes in connection with the transaction.

"With the sale of Procurian complete, we are excited to execute against our growth strategy as a pure-play cloud company," said Walter Buckley, ICG's Chief Executive Officer. "Given the vast market opportunity for cloud computing, our experience in building market-leading positions and our strong balance sheet, we are well positioned to create stockholder value by expanding our platform."

globenewswire.com/news-release/2013/12/05/...375-Million.html

[FlankerStan]

Antwort auf Beitrag Nr.: 52.807.387 von FlankerStan am 11.07.16 16:25:22

Welches ist z.B. der repräsentative Gewinn?

Period Ending Dec 31, 2015 Dec 31, 2014 Dec 31, 2013
Net Income (96,080) (23,556) 209,059

Mit Sicherheit keiner von den dreien!

Soll man die drei Werte addieren und dann durch drei teilen? Das wäre ein durchschnittlicher Gewinn von 29,8 Millionen pro Jahr. Sicher auch nicht, denn dafür ist der Zeitraum zu kurz und zudem vergangenheitsbezogen.

Idealerweise müsste man dazu Annahmen machen, wie das in nächsten zehn Jahren abläuft - mit einem Verlust in 2016, dann in 2017 wieder mit einem ähnlichen höhen Gewinn wie in 2013 als Procurian verkauft wurde, wenn es z.B. zu einem Verkauf/Börsengang von Govdelivery oder Velocity EHS käme.

Auf dem Hypoport-Board habe ich z.B.gepostet, dass Warburg in seiner Unternehmensstudie zu Hypoport mehr als 57% des Unternehmenswertes auf discounted Cash Flows basieren lässt, die erst nach 2029 anfallen - so verwegen ich nicht.

[Datteljongleur]

[FlankerStan]

Antwort auf Beitrag Nr.: 52.807.387 von FlankerStan am 11.07.16 16:25:22

Für Untzernehmen wie Actua, die

Vielmehr giibt es Unternehmen wie Actua



08.07.16 20:48

#7609



als Holding für mehrere weitgehend selbständige Unternehmen agieren, gibt ws eine sehr viel einfachere und sichere Methode: Man schätzt den Wert der vorhandenen Beteiligungen anhand von Vergleichsunternehmen addiert diese Werte, addiert die Cash der Holding und subtrahiert die Schulden der Holding.

Zentrales Thema wird dadurch, was sich auch in meinen Postings manifestiert, die Frage: Welchen Wert haben jeweils die vier Kernbeteiligungen VelocityEHS, Govdelivery, Foliodynamix und Bolt?

Das lässt sich meines Erachtens sicherer belegen, als wenn ich die Frage zu beantworten versuche: Wie hoch ist der durchschnittliche Gewinn von Actua in den nächsten 10 Jahren - und daraus ein KGV ermittele. Das schließt nicht, dass ich das auch immer wieder einmal versucht habe - und dabei immer auf einstellige Werte gekommen bin.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.807.387 von FlankerStan am 11.07.16 16:25:22

Natürlich kann man auch ein Kurs-Buchwert-Verhältnis errechnen,

, was übrigens bei Actua bei etwa 1 liegt. Aber Vergleiche sind auch hier problematisch, denn Zukäufe über den Buchwerten (wie die 200 Millionen beim Kauf von Foliodynamix, die aber schon massiv agheschrieben wurden und nicht kassenwirksame höchste Verlustquelle der letzten Quartals waren) verfälschen das Bild. Ebenso ob man Eigeninvestitionen in Forschung, Entwicklung, Vertrieb usw. sofort als Aufwand absetzt und sie somit nicht als Buchwert ansetzt, wie das Actua macht, oder sie ganz oder teilweise nicht sofort als Aufwand ansetzt, wie das Hypoport macht, deren Ebit für das letzte Quartals sonst ca. 2 Millionen kleiner ausgefallen wäre.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.807.387 von FlankerStan am 11.07.16 16:25:22

Somit bleibt als meines Erachtens sinnvollstes

Verfahren, nach dem ich in gewissen Zeitabständen schon sehr oft den Wert von Actua zu ermitteln versuchte:

Ermittlung der Einzelwerte von VelocityEHS, Govdelivery, Foliodynamix, Bolt und der kleineren Beteiligung durch Schätzung der Einzelumsätze (für die aus bilanzrechtlichen Gründen von Acuta keine konkreten Werte genannt werden, die sich aber aufgrund vieler Veröffentlichungen und dort genannter Daten gut abschätzen lassen) und Vergleich mit den Börsenwerten notierter ähnlicher Unternehmen bzw. Verkaufspreisen ähnlicher Unternehmen. Hinzu noch der Teil des Kassenbestandes, der zum Ausgleich von Forderungen und Verbindlichkeiten nicht benötigt wird.. Diesen Wert kann man durch die Zahl der umlaufenden Aktien dividieren und durch einen Vergleich mit dem aktuellen Kurts auf eine Unter- bzw. Überbewertung schließen.


Haufig habe ich mir es aber auch einfacher gemacht und nur das Multiple des gesamten Umsatzes von 160 Millionen ermittelt und es mit anderen ähnlichen Werten, die börsennotiert sind oder für die die ein Verkaufspreis vorlagm verglichen.

Oft habe ich in diese Betrachtungen auch eventuelle Gewinne, Umsatzwachstum und den Anteil der cost of revenues (als Relativierung für den Umfang der Wertschöpfung) mit einbezogen

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Hier könnte Govdelivery noch weiter zukaufen

www.munirent.co/blog/40-govtech-startups


Diese beide Unternehmen sind schon Tochtergesellschaften von Govdelivery:

Textizen
Textizen’s web platform sends, receives, and analyzes text messages so you can reach the people you serve with the technology already in their pocket, 24/7.

GovLoop
GovLoop is the "Knowledge Network for Government" - the premier social network connecting over 150,000 federal, state, and local government innovators. A great resource to connect with peers, share best practices, and find career-building opportunities.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.829.473 von FlankerStan am 14.07.16 08:07:46

Die größte Kernbeteiligung ist VelocityEHS

die nach meiner Schätzung 2016 ca. 65 Millionen der im Guidance prognostizierten 155 - 160 Millionen für allle vier Kernbeteiligungen haben dürfte.

Aus der letzten Slide-Show im Rahmen des letzten Quartalsbericht sind uns außerdem die folgenden für eine Bewertung wichtigen Daten bekannt

- Revenue Growth: 23% in Q1 2016 compared to Q1 2015
- Bookings: Grew recurring SaaS bookings 27% in the quarter, compared to Q1 2015
- New Signings: Added almost 700 customers, bringing its total customer count to approximately 12,000, representing over half of the Fortune 1000
- Great interest in the new Ergonomics offering
-  Operating cash flow positive for 2016

Quelle für die Daten: www.actua.com/wp-content/uploads/2016/05/...des-FINALFINAL.pdf

Die Fragen, die sich entsprechend meinen Bewertungsvorschlägen weiter oben nun stellen, sind: Mit welchem Multiple sind die obigen 65 Millionen zu bewerten?
Welches Multiple haben ähnliche Unternehmen mit ähnlichem Wachstum, die börsennotiert sind bzw. für die Ergebnisse über Verkaufsergebnisse vorliegen?


If the 65 million revenues of Velocity were valued with the median software-as-a-service valuation of 4.5 times sales, the market-cap would be 292 million and by a valuation like Salesforce 442 million - and that alone for the biggest of the four core-companies.

"The new estimate represents 6.8 times of Salesforce's sales, versus the median software-as-a-service valuation of 4.5 times sales."

www.thestreet.com/story/13579035/1/...NEY&cm_ven=CNNMONEY

[1erhart]

Die Frage stellt sich wohl oder übel wieviele Miese bzw. wieviel Dollars verbrennt diese Klitsche auch im Jahr 2016.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.850.887 von FlankerStan am 17.07.16 13:09:36

Bei VelocityEHS stellt sich die Frage,

wann ein Monetarisierung erfolgen soll bzw. ob überhaupt eine erfolgen soll, denn - und das ist m.E. ein wichtiger Grund für die niedrige Bewertung - man hat sich noch nicht klar dazu geäussert, ob man wie in der Vergangenheit zumindest noch gewissen Inkubatorcharkter hat.

Dann wäre vermutlich VelocityEHS der erste Verkaufskandidat - eventuell auch Govdelivery., ber erste Gedanken daran dürften frühestens 2017 zu Diskussion stehen. Für einen IPO halte ich selbst Velocity in 2018 mit einem Umsatz von dann 100 Millionen eigentlich immer noch zu klein, andererseits sind kleinere Could-Softwarefirmen von aufkaufenden größeren heiß begehrt.

[1erhart]

Hypoportkurs am Tag der Eröffnúng vom Scansoftthread am 26.07.2013 = 8,23 €

30.12.2010 9,41
29.12.2011 7,20
28.12.2012 8,50
30.12.2013 9,65
30.12.2014 12,15
30.12.2015 80,50
11.02.2016 55,50 Vor Eröffnung vom Actuathread von share999
06.05.2016 78,63
15.07.2016 88,39

Actuakurs am Tag der Eröffnung vom Libudathread am 05.12.2005 = 7,84 USD

30.12.2010 14,10
30.12.2011 7,72
28.12.2012 11,10
30.12.2013 17,84
30.12.2014 18,35
30.12.2015 11,49
11.02.2016 7,40
06.05.2016 9,16 Vor Eröffnung vom Actuathread von share999
15.07.2016 10,06

Heisst in mehr als 10 Jahren nicht einmal 30% Kursgewinn. Eigentlich könnte man sagen unterbewertet wenn sie nur nicht soviel Geld verbrennen und das auch in 2016

[1erhart]

Na du traurige Wurst bist du jetzt wieder zufrieden nachdem du es wieder einmal geschafft hast dass ich bei Ariva gesperrt wurde.

Und das ganze für deine LÜGEN die du bereits 5mal verbreitet hast im Thread.

[websin]

Antwort auf Beitrag Nr.: 52.851.859 von 1erhart am 17.07.16 18:33:13

@1erhart:
Im Vergleich zu Actua müsstest Du dem User FlankerStan aber bei Hypoport nun auch mal ausrechnen wieviel die an %+ gemacht haben.
Kann nicht jeder ausrechnen.
Reicht auch für ein Jahr

[1erhart]

Jetzt ist ausnahmsweise diese Type selbst gesperrt worden. Da sogar Ariva erkannt hat dass er 5mal behauptet hat dass ich lüge, allerdings musste ich den MODS xmal den Link mailen bis sie es begriffen haben.

Zusätzlich hat mich der arme Wicht jetzt aus seinen Schrottaktienthread ausgesperrt.

[websin]

Antwort auf Beitrag Nr.: 52.858.102 von 1erhart am 18.07.16 17:20:56

Immerhin.
Da ist w:o kommunikativ sehr viel schneller
Ein herber Verlust - vermutlich kaum kompensierbar.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

GovDelivery Publishes Groundbreaking Benchmarking Report for the Public Sector

July 18th, 2016
GovDelivery Publishes Groundbreaking Benchmarking Report for the Public Sector Leveraging Data From Over 1,800 Government Organizations
First-of-its-Kind Report Highlights How Government-Specific Digital Communication Metrics Can be Used to Improve Citizen Experience
PAUL, Minn. – July 18, 2016 – GovDelivery, the leading provider of cloud-based software solutions enhancing the citizen experience, announces availability of the first performance-based benchmarking report for public sector digital communications. The GovDelivery Benchmark Report, titled “Metrics that Matter in the Public Sector,” identifies proven metrics for measuring the success of digital communications within government and provides government-specific data that can be used to improve the citizen experience.

http://www.actua.com/govdelivery-publishes-groundbreaking-be…


About GovDelivery
Over one thousand public sector organizations use GovDelivery’s highly-secure cloud solutions every day to enhance the citizen experience for more than 100 million people. GovDelivery offers leading solutions for managing government communications, internal and external learning, and open data. The GovDelivery Network offers a unique and impactful way for public sector organizations to work together to cross promote content and increase digital reach. Organizations using GovDelivery see higher utilization of citizen services and greater citizen engagement. GovDelivery is an Actua (Nasdaq: ACTA) company.

[1erhart]

Warburg erhöht Kursziel auf 117,00

http://www.finanznachrichten.de/nachrichten-2016-07/38014826…

[1erhart]

Es ist wie es ist

Actua wieder einmal MINUS

und Hypoport jagt von einem ATH zum nächsten

Und Libuda/FlankerStan sitzt zähneknirschend vorm Computer

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bolton Global Capital und FolioDynamix

Bolton Global Capital Continues to Grow Market Share - Bolton has recently signed an agreement with technology solution provider FolioDynamix for trading, portfolio management, and advisory service-

NEW YORK, July 21, 2016 (GLOBE NEWSWIRE) -- Increasing numbers of advisors are leaving the wirehouse model to join independent firms who have built an infrastructure leveraging leading-edge technology tools. Bolton Global Capital, with headquarters in Massachusetts, is poised for significant growth as a result of this trend. With a compelling value proposition of high-touch service for advisors paired with powerful, flexible technology solutions, Bolton has seen an influx of new advisors joining the firm, most notably from Merrill Lynch. Bolton continues to significantly expand in the Latin American market, which is now underserved by the exit of major firms from the international space. This growing and loyal client base has proven a significant source of growth revenue for the fim as a whole.


Quelle und mehr Details
ceo.ca/@nasdaq/...obal-capital-continues-to-grow-market-share

[FlankerStan]

http://stateofthemarkets.com/wp-content/uploads/2015/04/amer…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.897.129 von FlankerStan am 23.07.16 07:11:12

Das war die Situation beim Kauf von Foliodynamix 2014

“Subject to final accounting (including purchase accounting) adjustments, FolioDynamix brings to Actua a current net revenue run rate of over $30 million (approximately $50 million on a gross revenue basis), with positive earnings and cash flow. The company grew over 40% in 2013, and growth is expected to continue at that rate in 2014.”

www.foliodynamix.com/news/...h-management-technology-platform/


So ging es bei Foliodynamix 2005 weiter

Revenue Growth: 18% for 2015 compared to 2014 war zwar nicht das Gelde vom Ei gegenüber früheren Raten, aber so schlecht dann auch wieder nicht

Denn die New Signings waren okay: Signed 25 new customers; 3-year extension with large existing customer.

Und auch die neue Zahl der Total Customers kann sich sehen lassen: More than 200 banks, brokerage firms and large RIAs,

Und auch die  Pipeline ist ordentlich gefüllt: The pipeline for new deals and upsells continues to build, including several 7-figures deals

Erfreulich außerdem: Operating cash flow positive for 2015

[FlankerStan]

Antwort auf Beitrag Nr.: 52.902.526 von FlankerStan am 24.07.16 17:25:33

Nicht unbedingst das Gelbe vom Ei das Wachstum

Nicht berauschend das Wachstum von Folliodynamix



24.07.16 18:02

#7670



in Q1/16: Revenue Growth = 7% in Q1 2016 compared to Q1 2015

Etwas hoffnungsvoller die Bookings und Signings: Annual recurring revenue of $1.3 million und Signed 4 new customers since beginning of the year, 2 significant expansions at existing customers

Hoffnungsvoll auch die Pipeline: The pipeline for new deals and upsells continues to build nicely, with several of these deals in the 7-figure range on an annual basis

Und 4,9$ billion in regulatory assets under management gegenüber 4,7 billion 90 Tage voher

Zahlen As of 3/31/16 unless otherwise noted

Quelle für die Zahlen: www.actua.com/wp-content/uploads/2016/05/...des-FINALFINAL.pdf

[FlankerStan]

Antwort auf Beitrag Nr.: 52.635.635 von FlankerStan am 17.06.16 00:29:48

A great company to work for!

https://www.glassdoor.ca/Reviews/VelocityEHS-Reviews-E119360…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

16 - 21 Millionen Cash Flow vom April bis Dez. 16

The result of this messages will be a cash flow from operations of 16 - 21 million from April to December 2016

We expected operating cash flow for the last nine months of 2016 will be very strong

Now as result of the improving cash collections in the fourth quarter and annual cash bonus payments occurring in the first quarter of the year, cash flow from operations was a use of $13.2 million in the first quarter of 2016 which was in line with our expectations and compares to a use of $4.4 million in the 2015 quarter.

To provide a little more color, the vast majority of our customer renewals occurred late in the third quarter or in the fourth quarter and we worked hard to improve the cash collection timeframe and as a result, most cash collections now occur in the fourth quarter which negatively impacts the first quarter.

We expected operating cash flow for the last nine months of 2016 will be very strong reflecting these renewal related cash collections. We ended the quarter at over $53 million of cash reflecting the operating cash flow as well as capital deployed to increase our ownership in the businesses

"2016 Guidance
Actua continues to expect (1) annual GAAP revenue in the range of between $155.0 million and $160.0 million, representing growth in the range of between 16% and 20% compared to 2015, (2) positive annual non-GAAP cash flows from operations in the range of between $3.0 million and $8.0 million."

www.actua.com/wp-content/uploads/2016/05/...16-05-05T14_00.pdf

www.actua.com/wp-content/uploads/2016/05/...des-FINALFINAL.pdf

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

interviews/govdelivery-with-scott-burns

https://mixergy.com/interviews/govdelivery-with-scott-burns/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.913.038 von FlankerStan am 25.07.16 22:25:07

Bestätigung meiner Schätzung: 35 Millionen Umsatz für Govdelivery in 2015

Andrew: So now this seems like a really impressive business. How big is it? What kind of revenues are you guys doing?

Scott: Last year was $35 million. We have about 225 people.

mixergy.com/interviews/govdelivery-with-scott-burns/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.914.367 von FlankerStan am 26.07.16 08:34:53

Revenue Growth for Govdelivery: 26% for 2015 compared to 2014

Revenue Growth for Govdelivery: 26% for 2015 compared to 2014
http://www.actua.com/wp-content/uploads/2016/06/Actua-Annual…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.922.377 von FlankerStan am 26.07.16 23:34:53

Bleibt es beim Wachstum von Q1, steigt der Umsatz in 2016 auf 42 Millionen

Revenue Growth: 20% in Q1 2016 compared to Q1 2015
http://www.actua.com/wp-content/uploads/2016/05/Q1-slides-FI…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.902.526 von FlankerStan am 24.07.16 17:25:33

Get value from the cloud

Many talk cloud, but few walk the walk.

Designed for the cloud, VelocityEHS’s solution delivers less expensive (no outside consultant fees), more predictable and faster implementations – often in as little as 2-4 weeks.
A fundamentally different user experience that’s centered on the tasks and information that matter most to your business. It’s the easy way to boost productivity, improve user adoption, increase data quality and reduce training.
Available for any mobile device, giving you and your employees ready access anywhere.
Immediate access to our latest releases to keep pace with your evolving requirements and changing regulations.

Source: ehs.com

[FlankerStan]

Antwort auf Beitrag Nr.: 52.905.361 von FlankerStan am 25.07.16 08:15:59

54% said: ideal method of receiving financial advice is a combination of a human relationship with technology

July 19, 2016
Who Likes Robo-Advisors? Not These People
DATA FROM TWO RETIREMENT PROVIDERS INDICATES THAT THE APPETITE FOR AUTOMATED RETIREMENT ADVICE IS LOW.

The finance industry may be going robo, but that doesn’t mean that’s exactly what the client wants.
In fact, independent data from two retirement providers indicates that the country’s appetite for full robo retirement advice is low.

A Northwestern Mutual study has found that the majority of respondents — 54 percent — said the ideal method of receiving financial advice is a combination of a human relationship with technology, with 33 percent saying that they preferred a human relationship above all else.
http://www.thinkadvisor.com/2016/07/19/who-likes-robo-adviso…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Von 7 auf 35 Millionen von 2006 bis 2015 hat sich der Umsatz von Govdelivery entwickelt

"Govdleivery’s revenues grew from 7 milion in 2009 to 35 million in 2015
Since then (2009), I think it was around $7 million in revenue, at least the software part of the business was that still exists today and then we’ve gone up 500% since then. It’s been good for them and it’s been good for me to have left some skin in the game. But I’ll tell you, the first check is the one that feels the best."

mixergy.com/interviews/govdelivery-with-scott-burns/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.948.852 von FlankerStan am 29.07.16 18:58:52

Connecting with 120 million people

GovDelivery Network
Build your audience by connecting with 120 million people
www.govdelivery.com

[1erhart]

Hatte es mir doch gleich gedacht, dass diese Klitsche es wieder nicht schafft mal mit 10,xx USD zu schliessen.

Aber ist ja gut, können sie ja weitere Aktien zurückkaufen

[FlankerStan]

Antwort auf Beitrag Nr.: 52.949.179 von FlankerStan am 29.07.16 19:52:43

The big value of Acuta for the partner-companies - Example: Govdelivery

Andrew: They were called Internet Capital Group when they acquired you, right?
in the road. Then they’ve reconstituted themselves as a holding company or an operating company of four different vertically-oriented cloud businesses and we’re one of the four.

Scott: They were. Yeah. They were really famous back at the end of the dotcom era, hit some bumps

Andrew: What do you they bring to the table beyond the money?

Scott: They bring a lot of expertise and knowledge and connections. The other companies are facing a lot of similar issues to us. So, we leverage those. They bring legal. They bring quick access to finances and they’ve put quite a bit of money in to fund the four acquisitions we’ve done since they acquired. They’ve been small acquisitions, but it was still nice to have quick access to capital.
I haven’t had to worry about raising money in six years, which allowed me to focus on actually growing the business, which I think has been a critical change. They were involved in building a couple of other successful businesses in public sector and helped us think that through, think through building the team, the kinds of things you hope investors are going to bring–capital, expertise, connections. They’ve brought them all.

https://mixergy.com/interviews/govdelivery-with-scott-burns/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Das gilt selbstverständlich auch für jede de vier Core-Companies von Actua

(VeloyityEHS, Govdelivery, Föiodynamix und Bolt) bzw. Actua insgesamt:

www.thestreet.com/story/13656571/1/...en=YAHOO&yptr=yahoo

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Miserable Analyse von Euro am Sonntag, die nicht in der Lage sind zu erkennen

dass Hypoport sowohl bnm Umsatz als auch beim Ebit die selbst gestecketen Ziele („ prozentual leicht zweistelliges Umsatz- und Ertragswachstum“) glatt verfehlt hat.

„Sowohl beim Umsatz als auch beim operativen Gewinn (Ebit) legte der Onlinefinanzierer stärker zu, als von Analysten erwartet. Nach den ersten Zahlen, die vorgelegt wurden, bevor die vollständige Quartalsbilanz am 1. August folgt, stieg der Umsatz um gut neun Prozent auf 37,3 Millionen Euro. Der operative Gewinn legte gut sechs Prozent auf 5,6 Millionen Euro zu.“
www.finanzen.net/nachricht/aktien/...er-Woche-Hypoport-5001074

„Nach dem starken Jahresauftakt 2016 erwarten wir für das Geschäftsjahr 2016 auf Konzern- ebene und für die drei Geschäftsbereiche weiterhin ein prozentual leicht zweistelliges Umsatz- und Ertragswachstum.“

www.hypoport.de/hypoport/uploads/2016/05/...6_Hypoport_AG.pdf

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Actua owning 9% of Anthem Venture and should give an estimate about the value of this 9%

in the Conferrence Call next Thursday.

anthemvp.com/anthem_company/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Every second, 110 people open a GovDelivery email

Every second, 110 people open a GovDelivery email

15 Digital Engagement Stats You Should Know
 2016/08/01
 by Madeline O'Phelan

Every second, 110 people open a GovDelivery email. Of the billions of messages that are sent to over 120 million users each year, we have the intel on how people are engaging with content from government organizations.
Data can be helpful when developing an effective communications strategy, which is why we’ve gathered the top stats you should know as you continue to refine your approach. Here they are:
https://www.govdelivery.com/blog/15-digital-engagement-stats…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Nicht überragend, aber okay

http://www.actua.com/wp-content/uploads/2016/08/Q2-slides-Fi…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.991.701 von FlankerStan am 04.08.16 18:22:24

Guidance für 2016 wurde unverändert gelassen, was

erhebliche Steigerungen in der zweiten Hälfte dieses Jahres voraussetzt.

2016 Guidance

Actua continues to expect (1) annual GAAP revenue in the range of between $155.0 million and $160.0 million, representing growth in the range of between 16% and 20% compared to 2015, (2) positive annual non-GAAP cash flows from operations in the range of between $3.0 million and $8.0 million.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.991.701 von FlankerStan am 04.08.16 18:22:24

Umsatzwachstum der vier Kernbeteiligungen

•  Revenue Growth of Bolt: flat in Q2 2016 compared to Q2 2015

• Revenue Growth of Foliodynamix: essentially flat for Q2 2016 compared to Q2 2015

•  Revenue Growth of Govdelivery: 20% in Q2 2016 compared to Q2 2015

•  Revenue Growth of Velocity: 21% in Q2 2016 compared to Q2 2015

www.actua.com/wp-content/uploads/2016/08/Q2-slides-Final.pdf

[FlankerStan]

Antwort auf Beitrag Nr.: 52.993.297 von FlankerStan am 04.08.16 22:15:09

Comment to the increase from 33.5 million in Q2/15 to 36.7 million in Q2/16 in the slide presentation:

:
•  9% organic revenue growth for quarter
- low point for year
- will see growth accelerate

[FlankerStan]

Vom Redakteur einer Börsenzeitschrift, der einen

Artikel zu Unternehmen schreibt, erwarte ich, dass einen Halbjahresbericht liest, und zum Beispiel dann auch solche Fragen aufwerfen kann: Wie hoch wären EBIT und EBITDA in Q2/16 gewesen, wenn die sonstigen betrieblichen Erträge in Q2/16 nicht periodenfremde Erträge enthalten hätten, die um 0,5 Millionen höher waren als die von Q2/15?

„Im zweiten Quartal 2016 wurde ein EBITDA von 6,9 Mio. € (Q2/2015: 6,6 Mio. €) und ein EBIT von 5,7 Mio. € (Q2/2015: 5,3 Mio. €) erwirtschaftet."
www.hypoport.de/hypoport/uploads/2016/08/...Halbjahr_2016.pdf

"Entwicklung der sonstigen Erträge und Aufwendungen
Die sonstigen betrieblichen Erträge enthalten im Wesentlichen periodenfremde Erträge in Höhe von 0,7 Mio. € (H1 2015: 0,2 Mio. €)."
www.hypoport.de/hypoport/uploads/2016/08/...Halbjahr_2016.pdf

[FlankerStan]

Antwort auf Beitrag Nr.: 52.993.297 von FlankerStan am 04.08.16 22:15:09

Bookings, Signings und Piplines der 4 Core Companies

•  Bookings of Bolt: $3 million of YTD annual recurring revenue booked compared to low 6-figures in the prior-year period
•  Pipeline of Bolt: 15 deals

•  Bookings of Foliodynamix : Added approximately $2.9 million in annual recurring revenue YTD ($1.5 million in Q2)
•  New Signings of Foliodynamix: Signed 4 new customers in Q2, one of which represents 7-figures per year
•  Pipeline of Foliodynamix: The pipeline for new deals and upsells continues to build nicely, with several of these deals in the 7-figure range on an annual basis

•  Bookings of Govdelivery: Increased 25% compared to Q2 2015; closed 30% more recurring revenue year-to-date compared to the same period in 2015
•  New signings of Govdelivery: Closed 34 deals in Q2, 26% of which were with existing customers; already closed 2 important upsells totaling more than $1 million subsequent to Q2

•  Bookings of VelocityEHS: Grew recurring SaaS bookings 22% in the quarter, compared to Q2 2015, with June 2016 marking record-setting month for new bookings value
•  New Signings of VelocityEHS: Added over 500 customers, pushing total customer count to over 12,000, representing over half of the Fortune 1000
•  Pipeline of Velocity EHS: Growth continues to accelerate quarter after quarter, with strong representation of both mid-market and marquee Global 500 organizations. Additionally there has been positive response to the new Ergonomics offering

www.actua.com/wp-content/uploads/2016/08/Q2-slides-Final.pdf

[FlankerStan]

Antwort auf Beitrag Nr.: 53.002.405 von FlankerStan am 05.08.16 23:27:06

Der Einstieg in den Conference Call ist vom Feinsten

With the first half of 2016 under our belt, Q2 results were right in line with our plan. Our overall organic revenue growth was 9%; a low point for the year, and we will see growth accelerate from here across all core businesses. We were ahead of expectations on the bottom line and reported operating cash flow of $2.6 million; more than double from the prior-year period. Year-to-date bookings are ahead of our expectations and we expect to see this momentum continue, leading to significantly stronger growth in the action half of the year.

http://finance.yahoo.com/news/edited-transcript-acta-earning…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.005.654 von FlankerStan am 06.08.16 20:07:23

Ahead of our bookings expectations

“We continue to be pleased with the bookings momentum we are seeing across the businesses,” said Walter Buckley, CEO of Actua. “As a result of the investments we have made in talent, sales and marketing, and product development, we are ahead of our bookings expectations for the first half of the year, particularly at Bolt. This positions us well for future revenue and earnings growth."


http://finance.yahoo.com/news/actua-announces-second-quarter…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

VelocityEHS Solution Named Best EHS Management Software by Top Safety Professionals at ASSE Safety 2016

Chicago (August 9, 2016) — VelocityEHS, the leading cloud environment, health, safety (EHS) and sustainability software provider, was awarded top honors in two categories by Occupational Health & Safety professionals attending the American Society of Safety Engineers’ (ASSE) Safety 2016 conference. The VelocityEHS Platform was named best EHS Management Software Solution and the company’s MSDSonline SDS/Chemical Management software won the award for best MSDS Management solution. ASSE is the world’s oldest and largest professional safety organization. Its annual safety conference attracts more than 4,000 attendees.

“These awards are such an honor because they come directly from the industry professionals who use our products to solve the complex EHS business challenges they face every day,” said Glenn Trout, president and CEO of VelocityEHS. “Our approach has always been centered on partnering with clients and developing long-term relationships to ensure we deliver value and empower them to be EHS leaders. It’s the reason we’ve been so successful, and why more than 12,000 safety professionals look to us to help make their workplaces safer and more sustainable.”


http://www.actua.com/velocityehs-solution-named-best-ehs-man…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.007.370 von FlankerStan am 07.08.16 12:04:07

Fakten/Quellen zum Wachstum von Actua

„Revenue was $133.4 million for the year ended December 31, 2015, up from $84.8 million for the prior year.“
http://www.actua.com/wp-content/uploads/2016/02/Q4-FY-2015-R…

„• Achieved 18% organic revenue growth overall
 • Completed three tuck-in acquisitions, two at GovDelivery and one at VelocityEHS, and expanded“the capabilities of our businesses through significant product development and technology enhancements
http://www.actua.com/wp-content/uploads/2016/06/Actua-Annual…

2016 Guidance
Actua expects 2016 annual GAAP revenue in the range of between $155 million and $160 million, representing growth in the range of 16% and 20% compared to 2015.
http://www.actua.com/wp-content/uploads/2016/02/Q4-FY-2015-R…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.028.349 von FlankerStan am 10.08.16 11:13:21

Cash flows from operations for the second quarter of 2016 was Antwort auf Beitrag Nr.: 53.028.349 von FlankerStan am 10.08.16 11:13:21.5 million

compared to $1.0 million for the comparable prior year quarter. Non-GAAP cash flows from operations for the second quarter of 2016 was $2.6 million, compared to $1.2 million for the comparable prior year quarter.

http://www.actua.com/wp-content/uploads/2016/08/Q2-2016-Rele…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Das Rückkaufprogramm ermöglicht noch Käufe für 65 Millionen Dollar

Purchases
of
Equity
Securities.
We maintain a share repurchase program under which we may, from time to time, repurchase shares of our Common Stock in the open market, including pursuant to trading plans meeting the requirements of Rule 10b5-1 under the Exchange Act or in privately negotiated transactions. The program was most recently expanded in September 2013 to allow for the repurchase of up to $150.0 million of shares of our Common Stock. The table below contains information relating to the repurchases of our Common Stock that occurred under the share repurchase program from the program’s inception on July 31, 2008 through the date of the filing of this Report.
Period
Total Number of Shares Purchased (1)
Average Price Paid per Share (2)
Total Number of Shares Purchased as Part of Publicly Announced Program (1)
Approximate Dollar Value That May Yet Be Purchased Under the Program
Repurchased through 12/31/2015 5,987,849 $ 9.23 5,987,849 $ 94.7 million
1/1/2016 to 1/31/2016 — $ — — $ 94.7 million
2/1/2016 to 2/29/2016 — $ — — $ 94.7 million
3/1/2016 to 3/31/2016 470,000 $ 9.15 470,000 $ 90.4 million
4/1/2016 to 4/30/2016 540,000 $ 9.63 540,000 $ 85.2 million
5/1/2016 to 5/31/2016 — $ — — $ 85.2 million
6/1/2016 to 6/30/2016 — $ — — $ 85.2 million
7/1/2016 to 7/31/2016 — $ — — $ 85.2 million
8/1/2016 to 8/5/2016 — $ — — $ 85.2 million
Total 6,997,849 $ 9.26 6,997,849 $ 85.2 million

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Breaking the Barriers of Commoditization in P&C Insurance

August 10, 2016
Breaking the Barriers of Commoditization in P&C Insurance
Today’s consumer is looking for two things from P&C insurers: personalization and a price they can afford. In a commoditized market where consumers view all insurance products as the same, cost of coverage all too often becomes the determining factor in selecting an insurance carrier. In fact, price has been such an important consideration that satisfaction scores dropped 7 points in the last J.D. Power consumer report due to premium increases. What insurers need to engage and retain more customers, is to break through the commoditized consumer mindset and truly differentiate themselves and their products from the competition.
Differentiating What Looks the Same
Every insurer has been there. After what seems a satisfactory relationship, a customer suddenly switches to another carrier, often giving up top-rate amenities and protection in a quest for lower premiums. That’s because consumers have come to view insurance products as a commodity and don’t understand how to differentiate one carrier’s offering from another. In an environment where consumers have come to expect personalized service and products at a discount rate, this is a difficult position for insurers to be in.
Breaking the commoditized mindset of consumers requires insurers to differentiate themselves in three main areas:
http://blog.boltinc.com/breaking-the-barriers-of-commoditiza…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.032.342 von FlankerStan am 10.08.16 18:22:02

During the six months ended June 30, 2016 , Actua paid .5 million related to the repurchases

Actua has been authorized pursuant to a share repurchase program to repurchase, from time to time, shares of Common Stock in open market transactions, including pursuant to trading plans meeting the requirements of Rule 10b5-1 under the Exchange Act or in privately negotiated transactions. The program was adopted in 2008 and was most recently expanded in 2013 to allow for the repurchase of up to $150.0 million of shares of Actua's Common Stock. During the three and six months ended June 30, 2016 , Actua repurchased 540,000 shares and 1,010,000 shares of its Common Stock, respectively. During the six months ended June 30, 2016 , Actua paid $9.5 million related to the repurchases at an average stock price of $9.41 per share. Actua did not repurchase any shares during the three months ended June 30, 2015. During the six months ended June 30, 2015 , Actua repurchased 96,277 shares of its Common Stock at an average price of $17.66 per share. Since commencement of the program, Actua has deployed a total of $64.8 million to repurchase a total of 6,997,849 shares of Common Stock for an average purchase price of $9.26 per share. As of the date of this Report, Actua may repurchase an additional $85.2 million of its Common Stock under the program. Repurchases are reflected in the line item “Treasury stock, at cost” as a reduction of stockholders’ equity in Actua’s Consolidated Balance Sheets in the relevant period.

http://icge.ir.edgar-online.com/fetchFilingFrameset

[FlankerStan]

Antwort auf Beitrag Nr.: 53.044.006 von FlankerStan am 11.08.16 23:09:09

During the six months ended June 30, 2016 , Actua paid .5 million related to the repurchases

at an average stock price of $9.41 per share.

siehe letztes Posting

[FlankerStan]

Antwort auf Beitrag Nr.: 53.044.090 von FlankerStan am 11.08.16 23:21:07

9,5 Millionen statt 0,5 Millionen muss es in den Überschriften

meiner beiden letzten Postings heißen.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Cash flow from operations in the second half of 2016 will be between 14.7 and 19.7 million

Cash flow from operations in the second half of 2016 will be between 14.7 and 19.7 million


2016 Guidance
Actua continues to expect positive annual non-GAAP cash flows from operations in the range of between $3.0 million and $8.0 million.
finance.yahoo.com/news/...s-second-quarter-2016-123000263.html

Cash flows from operations for the first half of 2016 was $(11.7) million.
www.actua.com/wp-content/uploads/2016/08/...-Release-FINAL.pdf


Th reusult must be a positive cash flow from operations in the second half of 2016 between 14.7 and 19.7 million.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Was macht man mit 60 Millionen Cash

die aus der Cash von 41 Millionen am Ende des ersten Halbjahres und den geschilderten Cash-Flow-Zuflüssen resultieren, wenn man zudem weitgehend schuldenfrei ist?

Ganz einfach: Man denkt über weitere Aktienrückkaufe und kleinere Unternehmenskäufe nach, wie der folgende Dialog von Conference Call zeigt:

Jeff Houston, Northland Securities - Analyst [16]
--------------------------------------------------
Great. Then switching over to [a] use of capital, how do you think about doing smart tuck-in acquisitions like you've done in the past versus share buybacks, or other creative things you could do with your cash balance?
--------------------------------------------------
Kirk Morgan, Actua - CFO [17]
--------------------------------------------------
It's a good question, Jeff. And I think as we looked at capital allocation in the first half of the year, our largest [out pace] has been the share buybacks of 9.5 million, but we've also made one acquisition in ErgoAdvocate. And we think that tuck ins are certainly a mainstay of our strategy. As we think about the four businesses, and we really very much view that. You need to build out the suite for that industry, for that professional whether it's an insurance agent, wealth management advisor, safety manager.

And with Velocity, we've made some really nice acquisitions with KMI and the incident management space in ErgoAdvocate and ergonomics. I think you'll continue to see us look in that market. We think it's rich with opportunity. With Gov, two nice acquisitions at NuCivic and the data side, and at Textizen and the texting capability. And there's certainly opportunities there.

And we think Folio as well. So it certainly will be - we think our balance sheet allows us to do both. And we think it's an important part of our strategy.

finance.yahoo.com/news/...a-earnings-conference-154356723.htm

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bolt läuft gut

While revenue growth was flattened, BOLT's bookings are pacing much higher. For the quarter, we added 400,000 of ARR from an existing customer and 300,000 in one time bookings. This brings year-to-date ARR bookings to over $3 million, which we should start recognizing as revenue in Q4. I should point out this is dramatically ahead of where we were a year ago, which was in the low six-figure bookings for the first half.

We finished the quarter with 59,700 users on the platform, up from 56,000 at the beginning of the year. Additionally, the opportunities of qualified risk going through the platform grew to 3 million in the quarter, up from 2.5 million in Q1. This resulted in $1.5 billion of premiums on the platform, up from $1.4 billion at the end of the first quarter.

Finally, carrier connections are up over 5,300 from roughly 5,100 in Q1, but now 99 insurance carriers integrated into the platform. As a result of the platform basically being built out and strong bookings growth we've seen year-to-date, the Company's making excellent progress for being operating cash flow positive much sooner than we previously forecasted.

finance.yahoo.com/news/...a-earnings-conference-154356723.html

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

VelocityEHS Takes Crown For Best EHS Management Software

by Adam McCluster

August 11, 2016

The company received awards for emerging on top in two categories. The awards were issued by the Safety and Occupational health professionals that had attended the American Society of Safety Engineers’ (ASSE) Safety 2016 conference. The company’s platform was chosen as the best EHS Management Software Solution. VelocityEHS’ Chemical Management/MSDSonline SDS was awarded as the best MSDS management solution. ASSE is the largest and oldest safety organization in the world
VelocityEHS managed to garner the top position as the best cloud environment, health, safety (EHS) and sustainability software provider.


VelocityEHS president and CEO Glenn Trout stated that the awards are a huge honor for his firm because they were presented by industry professionals The CEO also revealed that more than 12,000 safety professionals depend on his firm to help in upholding more safety and sustainability in their workplaces. VelocityEHS’ software management software is designed to offer rapid delivery in real-time and its products are easy to use. It is the fastest growing and largest EHS software provider. Its software platform offers a wide range of products including Risk Analysis, Chemical Management, Ergonomics, Audit & Inspection, Management of Change (MOC), Incident Management, Training Management, and On-Demand Training.

http://www.journaltranscript.com/2016/08/velocityehs-takes-c…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Beschreibung der Kernbeteiligung Foliodynamix

Products and Services: web-based wealth management technology,overlay management solutions

Company Description: Bringing innovation, insight and agility to the wealth management and investment advisor communities, FolioDynamix offers the most comprehensive web-based technology platform for managing the full wealth advisory lifecycle - including proposal and onboarding, research, model management, portfolio accounting, trade order management, operations, reporting, and performance analytics - across all account types. Unlike other wealth management technology platforms, FDx SingleSight™ is completely developed, hosted and supported by FolioDynamix - eliminating silos and empowering advisors with a single platform to manage all customer accounts. The platform provides registered investment advisors, broker-dealers, banks, custodians and service providers with leading-edge technology to attract and retain top advisors, accelerate client acquisition and gain end-to-end visibility into all assets under management for improved efficiency, better compliance, and enhanced client service.


Revenue
35,000,000

Employees
175

http://www.zoominfo.com/c/FolioDynamix/346887730

[FlankerStan]

Antwort auf Beitrag Nr.: 53.104.203 von FlankerStan am 21.08.16 12:03:11

Beschreibung der Kernbeteiligung Bolt

Bolt Inc

Company Background & Description

Revenue: $25 mil. - $50 mil.
$35,000,000

Employees: 100 – 250

Products and Services: sales and service platform

Company Description: Headquartered in New York and founded in 2000, Bolt Solutions Inc. (formerly SeaPass Solutions, Inc.) offers the leading online sales and client service platform for anyone who wants to sell or buy insurance online. The Bolt Platform supports all of the insurance needs of its customers, while driving market share, retention and increased revenue for its insurance industry partners.

http://www.zoominfo.com/s/#!search/profile/company?companyId…

[FlankerStan]

Analyst Ratings and Stock Price Target

Analyst Ratings
3 Months Ago 1 Month Ago Current
Buy 4 4 4
Overweight 0 0 0
Hold 0 0 0
Underweight§0 0 0
Sell 0 0 0
Consensus BUY BUY BUY

Stock Price Target
High $18.00
Median $15.00
Low $13.00
Average $15.25
Current Price 9.82

quotes.wsj.com/ACTA/research-ratings

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Idiotic low 2.3-times-revenues for a cloud-company with an organic growth-rate of 20%

and no debts

[FlankerStan]

Antwort auf Beitrag Nr.: 52.618.388 von FlankerStan am 15.06.16 09:02:01

Was-Anleger-vom-Boersenaltmeistern-lernen-koennen

"Gelegenheiten kommen unregelmäßig. Wenn es gerade Gold regnet, stell einen Eimer vor die Tür und nicht einen Fingerhut."

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

BOLT had its best quarter ever

from an operating cash perspective, reflecting the significant improvements in bookings where cash is received in advance of revenue - and also tight cost controls. While still negative operating cash flow is a significant improvement.


Jeff Houston, Northland Securities - Analyst [11]
--------------------------------------------------------------------------------
Hey guys, thanks for taking my questions. So looking at the growth for the rest of the year, I imagine Velocity and GovDelivery should maintain their roughly 20% organic growth. But [folks dig a bit] deeper into BOLT and Folio, they both had zero growth this quarter, but both had good bookings. Should we look at their growth being in the 10 to 15% range for the next two quarters? Or is that aggressive? I'm just trying to get a sense of how those two [core] for those businesses should scale for the rest of this year, and then into next year?
--------------------------------------------------------------------------------
Kirk Morgan, Actua - CFO [12]
--------------------------------------------------------------------------------
Yes, we would really all four of the businesses revenue in the second half of the year to be growth percentages that are higher than what we've experienced in the first half, Jeff. I think it will be more dramatic relative to BOLT and Folio in terms of their revenue growth that we expect in the - where they've been flat essentially. We expect that obviously to accelerate in the second half, reflect in the bookings that we've been seeing. But GovDelivery and Velocity should see some uptick as well. So it's really across the board.
--------------------------------------------------------------------------------
Walter Buckley, Actua - Chairman, CEO [13]
--------------------------------------------------------------------------------
Yes, and just to add something. We've been tracking and we've been recording our bookings for the last two quarters, but really to the last three quarters. Bookings have been ahead of revenue really at all four businesses. And it takes anywhere from six to 12 months to implement it. So that's why I think you're going to see growth [occur it] across all four businesses starting Q3.

http://www.actua.com/wp-content/uploads/2016/08/ACTA-Transcr…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

note 1 für Acuta

Can Actua Corporation (NASDAQ:ACTA) Meet Analysts Expectations?
By Stocks Daily Staff -
August 27, 2016
The research entity Zacks released its research report on Actua Corporation (NASDAQ:ACTA) as per, which its stock can move to hit $16 in the approaching fiscal. Zacks polled 2 several brokerages and thereafter released an estimated price target of $14.5 on the stock.
These brokerages have fixed the 12-month price targets, and the bearish price target is set at $13. The brokerages apply individual rating process to compile research reports. Some firms assign sell; some buy while some put hold ratings. On the other hand, Zacks practice a different mechanism wherein, it analyzes the different analysts views, calculate the mean and place a rating on a ‘1-5’ scale. Such kind of rating is named as the ‘Average Brokerage Recommendation’.
Investors are positive on the stock when ABR is ‘1’ while they are bearish on the stocks with ABR of ‘5’. Actua Corporation (NASDAQ:ACTA) has a rating of 1. Here it is imperative to mention that there are various parameters applied for obtaining a stock rating. One of the prime factors analyzed is firm’s fiscal report. It chiefly directs the stock’s price direction.

http://www.stocksdaily.net/can-actua-corporation-nasdaqacta-…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Govdleivery wächst in vielerlei Richtungen

Engaging King County Residents with Text Messaging
2016/08/26
by Marie Trigona, King County Natural Resources & Parks

King County Department of Natural Resources and Parks has expanded the texting program to notify residents about construction during improvement projects. For King County’s Wastewater Treatment Division (WTD), it’s important that residents know that “We’ll be with you every step of the way!,” when providing customer service about projects. This includes on mobile devices.
For King County sewer upgrades, residents can stay informed about construction, detours and updates through two way texting. With texting WTD can personalize information to a specific audience; in this case it’s targeted for a specific community where the agency is replacing sewer lines.

www.govdelivery.com/blog/...-county-residents-text-messaging/



Growing New Audiences with Text Surveys
2016/08/22
by Kate McCarthy, San Francisco Municipal Transportation Agency

A major construction project is scheduled to begin this fall in San Francisco that will overhaul a two-mile stretch of urban state highway from sidewalk to sidewalk, from 15 feet below the ground to 30 feet above, and all the utilities and roadway in between. The Van Ness Improvement Project will fully transform one of San Francisco’s most important north-south arterials, which serves as one of the region’s major employment and commercial centers.
Some of the challenges a project of this scope presents are how to inform a broad and diverse audience about the project and its construction, and how to cultivate these relationships and continue to provide them with information throughout a three-year construction schedule.
To tackle these challenges, the project team launched a multilingual interactive text messaging campaign utilizing GovDelivery’s Interactive Text platform in April of this year. The initial campaign consisted of signs posted at bus stops along the two-mile project corridor and was expanded to include signs posted in buses within three months.

Poster sets include six taglines—each in English, Chinese, Spanish and Filipino—highlighting a different benefit of the Van Ness Improvement Project and asks, “Curious about what’s happening on Van Ness Avenue?” Readers are prompted to text a phone number to find out more.
The text message initiates an interactive, in-language text message survey that asks if the person would like to receive project updates via text message or email, and includes demographic data collection.

www.govdelivery.com/blog/growing-new-audiences-text-surveys/

[FlankerStan]

Exzellente Beschreibung von Foliodynamix

http://www.findatamp.com/new-jersey/secaucus/foliodynamix

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

5-trends-government-technology-we'll-see

https://www.govdelivery.com/blog/5-trends-government-technol…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

For every Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07 spent on email marketing, it generates in return

September 2nd, 2016
In a Digital World, Email Stands the Test of Time
The following blog post was originally published by Actua company, GovDelivery.
If there was ever a sign that the world is becoming increasingly digital, it was last month’s production of the last VCR.
To capitalize on the digital revolution, organizations around the world are adjusting their communications strategies with the purpose of increasing engagement and driving outcomes.
But no matter how you spin it, there is one channel that has stood the test of time: email.
Email marketing continues to have the highest ROI of any digital platform. According to Campaign Monitor, for every $1 spent on email marketing, it generates $38 in return.
In the public sector, we use external promotion to drive outcomes like increasing grant applications or addressing children’s literacy – and email continues to be a strong ally in those endeavors.

http://www.actua.com/digital-world-email-stands-test-time/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.618.388 von FlankerStan am 15.06.16 09:02:01

Auch diese Botschaft ist im Kurs noch nicht antizipiert

"Year-to-date bookings are ahead of our expectations and we expect to see this momentum continue, leading to significantly stronger growth in the action half of the year."

finance.yahoo.com/news/...a-earnings-conference-154356723.html

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Cash flow for the last two quarters of 2016 will be very strong as originally planned

Adjusted cash flow from operations was a positive $2.6 million in the second quarter of 2016, which was better than our expectation and compares to a positive $1.2 million in the 2015 quarter. We expect operating cash flow for the last two quarters of 2016 will be very strong as originally planned, and our cash balance will increase as the year progresses.

http://finance.yahoo.com/news/edited-transcript-acta-earning…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.242.128 von FlankerStan am 09.09.16 09:40:09

Expect to see more of these improvements looking forward

Across all of our businesses, it remains a focus for us to generate positive operating cash flow leverage
Let me provide some additional color on the businesses. Overall, the Company's recorded new bookings that exceeded our expectations, as Buck discussed. GovDelivery had a great quarter; solid top line revenue and bookings growth with the best second quarter positive operating cash flow they have reported. BOLT had its best quarter every from an operating cash perspective, reflecting the significant improvements in bookings where cash is received in advance of revenue - and also tight cost controls. While still negative operating cash flow is a significant improvement.

VelocityEHS had another great quarter from top line revenue growth, bookings, net income and positive operating cash flow. FolioDynamix had a solid quarter from a bottom line perspective, exceeding our expectations. While operating cash flow was slightly negative this quarter, reflecting timing around some working capital, we expect FolioDynamix to generate positive operating cash flow for 2016 and beyond. Across all of our businesses, it remains a focus for us to generate positive operating cash flow leverage. Expect to see more of these improvements looking forward.

http://finance.yahoo.com/news/edited-transcript-acta-earning…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Excellent share-price today to buy more of the most undervalued cloud--company

of Nasdaq.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

GovDelivery Recognized as 2016 IDC Innovator in Two Categories

GovDelivery Solutions Named IDC Innovator in both the Smart City Open Data Platforms and Location-based Smart City Engagement Tools Markets

ST. PAUL, Minn., June 07, 2016 (GLOBE NEWSWIRE) -- GovDelivery, the leading provider of cloud-based software solutions enhancing the citizen experience announced that International Data Corporation (IDC) has named GovDelivery a 2016 IDC Innovator for both the Smart City Open Data Platforms and Location-Based Smart City Engagement Tools markets.*

GovDelivery Open Data Systems (NuCivic) was named an IDC Innovator in the smart city open data platforms market for 2016. GovDelivery offers a complete open source data solution with a full suite of cataloging, publishing and visualization features. GovDelivery’s powerful Network and Communications Cloud drive traffic, usage and a greater understanding of data to help connect more people with the most valuable resources from organizations like the USDA and others.

GovDelivery Interactive Text was named an IDC Innovator in the location-based smart city civic engagement tools market for 2016. GovDelivery’s Interactive Text platform allows government to reach the public via mobile messaging to promote citizen action, engagement, and behavior change. Government organizations like the City of Fort Collins and Philadelphia’s Mayor’s Office of Reintegration Services (RISE) use the solution to customize interactive experiences, meeting citizens where they are and driving individuals to take action.

“We’re proud to be recognized as an IDC Innovator for Smart City Open Data Platforms and Location-Based Smart City Civic Engagement Tools,” said Scott Burns, CEO of GovDelivery. “The recognition reflects our work connecting more than 1,000 government organizations with more than 100 million people to truly transform the citizen experience. This is especially exciting coming on the heels of our achievement of Federal Risk and Authorization Management Program (FedRAMP) compliance, having met the industry’s most stringent security standards.”

http://www.streetinsider.com/Press+Releases/GovDelivery+Reco…

[FlankerStan]

Why Bolt will be a big juwel for Actua

Over the last few decades, continued environmental, operational, and technological
changes have led to the development of multiple distribution channels in the
insurance industry. Insurers no longer rely solely on traditional channels such as
agents and brokers, but have developed new alternate channels to drive growth at
lower costs.

As competition in insurance markets is intensifying, cost savings and customer
retention has become critical, forcing insurers to look for ways to drive sales and
customer convenience while keeping costs low and maintaining profitability. These
factors are leading to the emergence of additional channels such as call centers,
mobile, and web.

Changes in customer behavior and preferences around products, distribution
channels, and processes are also acting as catalysts for the development of
alternative channels. For example, insurers are now partnering with banks and
affinity groups to help drive policy sales. While these trends began in the more
mature insurance markets, developing markets have been following suit.
With advancements in technology, insurers have started exploring ways to develop
newer distribution channels in the online space. As customers continue to integrate
the use of the internet in their daily lives, this has become an attractive medium
through which firms can advertise and distribute insurance products. We are
already witnessing a gradual change in the buying habits of customers as they make
use of the internet in the decision making and product buying process.

Insurance companies are also effectively using technology to better meet customer
demands by better integrating technology with the whole policy sales cycle. They
are focusing on speeding up the complete insurance distribution process while also
identifying processes that can be automated—improving efficiency and profitability.
These initiatives are enabling insurance firms to scale up their business models by
strengthening their internal processes with a goal of better customer service.

https://www.capgemini.com/resource-file-access/resource/pdf/…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bolt Insurance Agencies Reviews vom Feinsten

https://www.trustpilot.com/review/www.boltinsurance.com

[FlankerStan]

Mobile Apps for Increasing Process Efficiency
By Joy LePree | September 1, 2016

“The small, cellular devices allow us to take the data from any of our sensors, and will also connect to anyone else’s sensors, and send data to the cloud, allowing the data to be displayed on BinView. This makes the rates for viewing and seeing inventory and level data very economical, which means it is a simple and cost effective means of making sure there is always enough to material available.”
MSDSonline, the VelocityEHS Chemical Management product, (Chicago, Ill.; www.msdsonline.com) recently enhanced its Chemical Inventory Scanner app, making it easier for users to scan and search barcodes for improved access to container details, safety data sheets and other chemical inventory information.
“With better visibility of the chemical and quantities at a specific location, the app helps users meet a variety of regulatory reporting requirements for the Environmental Protection Agency (EPA), Occupational Health and Safety Administration (OSHA) and other agencies,” says John Colon, business product analyst with VelocityEHS. “The app was created for workers where safety and compliance tasks include managing safety data sheets for chemicals and tracking containers of the chemicals. It is also suitable for employees who need in-the-field access to information about the chemicals in their inventory. Users of the app benefit from getting instant access to the most up-to-date information wherever an Internet connection is available and from the ...

http://www.chemengonline.com/mobile-apps-increasingprocess-e…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Inform and engage over 120 million people

LONDON, Sept. 13, 2016 (GLOBE NEWSWIRE) -- GovDelivery, the leading provider of cloud-based software solutions which enhance the citizen experience and the impact of government-to-citizen and government-to-business communications, has announced the agenda for its 7th Annual GovDelivery Public Sector Communications Conference to be held 29 September in London. The full-day event will include keynotes from leading communications experts using digital communications to inform and engage millions of citizens, and drive better outcomes for communities.

“Public sector organisations are using smart digital communications and citizen engagement technologies to communicate in ways that benefit the wellbeing of our society – ways that drive real action and positive change”, said Dave Worsell, Managing Director of GovDelivery Europe. “Once again, we’ll showcase the achievements and challenges of some of the people and organisations pushing forward with ‘digital-by-default’ initiatives to engage millions more citizens in more cost-effective online services, reduce demand on government resources, and improve outcomes by effecting behavioural change in society”.

About GovDelivery
GovDelivery empowers government to create better lives for more people. More than 1,800 organisations worldwide use the GovDelivery platform and network to inform and engage over 120 million people. GovDelivery is the only digital marketing platform built exclusively for public sector organisations in order to promote usage of services, enhance public awareness, and increase the contributions and involvement of citizens in communities. GovDelivery is an Actua (ACTA) company.

http://finance.yahoo.com/news/govdelivery-7th-annual-uk-publ…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Vore-Compan VelocityEHS mit 55 Millionen Umsatz in 2016

Velocity had 43.5 million revenues in 2015
Revenues of Velocity was 32 million in 2014. An increase of 36% of brought the revenues in 2015 to 43.5 million.

„Revenue has increased about 35 percent annually in recent years and was more than $32 million in 2014, Trout said.“
http://www.chicagobusiness.com/realestate/20151216/CRED03/15…

Revenue Growth: 36% for 2015 compared to 2014
http://www.actua.com/wp-content/uploads/2016/06/Actua-Annual…

In 2016 gehe ich aufgrund der nachstehenden Datenlage von 25% Wachstum aus, womit wir bei Velocity in 2016 bei einem Umsatz von 55 Millionen angelangt wären.
On base of the following numbers I expect a growth of 25% by Velocity in 2016, which would increase the revenues from 43.5 million to 55 million

•  Revenue Growth: 21% in Q2 2016 compared to Q2 2015
http://www.actua.com/wp-content/uploads/2016/08/Q2-slides-Fi…

•  Revenue Growth: 23% in Q1 2016 compared to Q1 2015
http://www.actua.com/wp-content/uploads/2016/05/Q1-slides-FI…
--------------------------------------------------
Kirk Morgan, Actua - CFO [12]
--------------------------------------------------
. We expect that obviously to accelerate in the second half, reflect in the bookings that we've been seeing. But GovDelivery and Velocity should see some uptick as well. So it's really across the board.
http://finance.yahoo.com/news/edited-transcript-acta-earning…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.313.780 von FlankerStan am 20.09.16 19:08:24

330 MNillionen wert

Somit stellt sich die Frage: Welche Bewertung ist
für ein Cloud-Unternehmen wie Velocityy mit m.E. ca, 55 Millionen Umsatz und nach meinen Schätzungen 25-30% organischem Wachstum angemessen0

Ein Umsatzmultiple von 6 erscheint mir hier überaus angemessen, womit wir bei einem Wert 330 Millionen wären, der sich meines Erachtens im Börsenwert von Acuta nicht angemessen widerspiegelt. Denn Velocity ist nur eine von vier Kernbeteiligungen und die von mir angegebenen 55 Millionen geschätztem Umsatz machen nur etwas mehr als ein Drittel des Gesamtumsatzes von Acuta im letzten Guidance von 155 bis 160 Millionen für 2016 aus.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Stetiger Fortschritt bei Foliodynamix

•  $5.3 billion in regulatory assets under management
*As of 6/30/16 unless otherwise noted
http://www.actua.com/wp-content/uploads/2016/08/Q2-slides-Fi…

$4.9 billion in regulatory assets under management
*As of 3/31/16 unless otherwise noted
http://www.actua.com/wp-content/uploads/2016/05/Q1-slides-FI…

• $4.7 billion in regulatory assets under management
*As of 12/31/15 unless otherwise noted
http://www.actua.com/wp-content/uploads/2016/02/Q4-slides-FI…

• $4.4 billion in regulatory assets under management
*As of 9/30/15 unless otherwise noted
http://www.actua.com/wp-content/uploads/2015/11/Actua-Earnin…

• $4.3 billion in regulatory assets under management
*As of 6/30/15 unless otherwise noted
http://www.actua.com/wp-content/uploads/2015/08/Actua-Earnin…

• $4.1 billion in regulatory assets under management
*As of 3/31/15 unless otherwise noted
http://www.actua.com/wp-content/uploads/2015/05/Actua-Earnin…

• $3.7B in regulatory assets under management
*As of 12/31/2014
http://www.actua.com/wp-content/uploads/2015/02/Actua-Earnin…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Replacing Core Systems Now Won’t Deliver Digital Prominence = Gut für Core-Company Bolt

Many insurers have been led to believe that replacing core systems is the only or best way to meet the urgency for digital capabilities required in today’s changing market. Shrouded in ancient technology, much of it developed before present customer interaction preferences and demands emerged, there is no doubt that outdated systems are in need of extensive upgrades or outright replacements. However, those legacy overhauls are costly and the benefits are years in the making, while consumers expect digital proficiency today.
http://info.boltinc.com/hubfs/Thought_Leadership/October_Tho…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.429.448 von FlankerStan am 07.10.16 13:09:22

Changing consumer experience expectations

"Customers are more mobile than ever before, and they want the ease of shopping for insurance when and where they please, with the ability to seamlessly move interactions across channels without losing their place -----------------"

Quelle: siehe Bezugstext

[FlankerStan]

Antwort auf Beitrag Nr.: 53.429.448 von FlankerStan am 07.10.16 13:09:22

The need for immediacy

"When looking for a quote, customers want to efficiently enter a few pieces of information which in a matter of minutes turns into a bindable quote that they can instantly purchase if they choose."

Quelle: siehe Bezugstext

[FlankerStan]

Antwort auf Beitrag Nr.: 53.429.448 von FlankerStan am 07.10.16 13:09:22

The demand for personalization

"To meet the standards set by other more customercentric industries, insurers need to mov toward personalizing insurance interactions as well as the experience as a whole. Based on the level of digital service now standard in other industries, customers expect insurers to meet more of their needs more often by identifying coverage gaps and then offering a wider choice of products to ensure adequate protection against risk and loss, similar to the way Amazon uses customer merchandise searches to indicate new products or items that may better suit the customers needs."

Quelle: siehe Textbezug

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Eine der vier Kernbeteiligungen für 153 Millionen verkauft

Actua Announces Agreement to Sell GovDelivery to an Investor Group Led by Vista Equity Partners for $153 Million in Cash

GlobeNewswire•September 26, 2016
Comment
RADNOR, Pa., Sept. 26, 2016 (GLOBE NEWSWIRE) -- Actua Corporation (ACTA) today announced that it has entered into a definitive agreement with an investor group led by Vista Equity Partners under which it will sell GovDelivery, the leading provider of cloud-based government communications software solutions, for $153 million in cash, subject to certain adjustments, including working capital, cash, debt and other items. The transaction is subject to customary closing conditions and is expected to close in the fourth quarter of 2016.

https://globenewswire.com/news-release/2016/09/26/874547/0/e…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.430.936 von FlankerStan am 07.10.16 16:12:57

Weiterhin erfährt man dort

“This transaction demonstrates the significant value Actua delivers in growing SaaS businesses,” said Walter Buckley, Actua’s Chief Executive Officer. “Under the strong leadership of CEO Scott Burns, we have transformed GovDelivery into a valuable, high growth company, and are confident that the company will continue its impressive growth trajectory.  Since our acquisition of the business in 2009 for $20 million, GovDelivery has assembled a first-class management team and built out an industry-leading platform for digital government communications with a strong competitive moat. Through the execution of a highly effective growth strategy, GovDelivery has increased revenues by nearly 600 percent.”

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Mit 450 Millionen als Cloud-Software-Company extrem unterbewertzet

Guidance for revenues in 2016 is 155-160 million


Income StatementAll numbers in thousands
Revenue
‎12‎/‎31‎/‎2015
‎12‎/‎31‎/‎2014
‎12‎/‎31‎/‎2013
Total Revenue
133,421
84,837
59,201
Cost of Revenue
39,229
24,420
17,757
Gross Profit
94,192
60,417
41,444

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

GovDelivery's growth plan pays off in big deal for it and former owner

By Neal St. Anthony
OCTOBER 6, 2016 — 9:51AM

Pennsylvania-based Actua Corp., which is selling it’s St. Paul-based GovDelivery to a huge private equity group for $153 million, realized pretty good value from its seven-year ownership of the 15-year-old provider of Internet-based government communications software. Actua, which owns several software-as-a-service businesses, paid $20 million for 94 percent of GovDelivery’s stock in 2009- Through the execution of a highly effective growth strategy, GovDelivery has increased revenues by nearly 600 percent.

GovDelivery, with 225 employees and approaching $40 million in revenue, invested more than $10.2 million, a huge chunk of sales, last year in product development, security and operations to feed fast growth, according to an SEC filing.

That number likely will rise under the new owner, Vista Equity Partners.

http://www.startribune.com/govdelivery-s-growth-plan-pays-of…

[Straßenkoeter]

Antwort auf Beitrag Nr.: 53.434.386 von FlankerStan am 08.10.16 08:47:26

Der kurs errodiert schon wieder. Mit diesen Amiabzockbuden wird man nicht glücklich. Dieses Unternehmen ist dazu da, dass sich die Vorstände bereichern können. Über Optionsprogramme schöpfen sie den Gewinn ab. Die bekommen dann unmengen Aktien für nichts. Finger weg.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

SASOL GENERATES DATA AND NEW OPPORTUNITIES WITH VelocityEHS

https://www.ehs.com/wp-content/uploads/2016/10/2016-Sasol.pd…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Actua Announces Completion of Sale of GovDelivery for 3 Million in Cash

Actua Announces Completion of Sale of GovDelivery to Investor Group Led By Vista Equity Partners for $153 Million in Cash
GlobeNewswire•October 19, 2016

http://finance.yahoo.com/news/actua-announces-completion-sal…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.518.947 von FlankerStan am 20.10.16 17:11:59

Das ist ein Umsatzmultiple von 3,8

wenn man von 40 Millionen Umsatz in 2016 ausgeht.

[FlankerStan]

Antwort auf Beitrag Nr.: 53.434.668 von Straßenkoeter am 08.10.16 10:18:04

Straßenköter bringt die Leser mit seinen nicht begründeten Behauptungen

um ihr sauer verdientes Geld.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

The actua-growth-engine-success-story

http://www.actua.com/govdelivery-actua-growth-engine-success…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

The 2016 Top 100 Digital Companies in Chicago

Go go #40!

http://www.builtinchicago.org/2016/10/03/chicago-top-100-lis…

The 2016 Top 100 Digital Companies in Chicago
Built In Chicago proudly presents the 2016 list of the Top 100 Digital Technology Companies in Chicago. The list ranks digital tech employers of every stripe, from data analytics startups to e-commerce.

Alone in Chicago:
Employees: 310 | Founded: 1996 | Type: Software | 2015 Rank: 35

And the number of employees in the headquarter is growing:
Chicago, Illinois
Positions Currently Available
• Summer Sales Intern
• Sales Executive Assistant/Administrator
• Salesforce.com Developer I
• Sales Executive
• Business Development Representative
https://www.ehs.com/about-us/careers/open-positions

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Viel Poasitives in einer 8-K-Meldzung zum Verkauf von Actua

http://icge.ir.edgar-online.com/efxapi/EFX_dll/EDGARpro.dll?…

[FlankerStan]

Item 2.01. Completion of Acquisition or Disposition of Assets. On September 26, 2016, Actua Corporation (“Actua”) announced the execution of a definitive merger agreement under which its consolidated subsidiary, GovDelivery Holdings, Inc. (“GovDelivery”), would be acquired by an affiliate of Vista Equity Partners (“Vista”) for $153 million in cash, subject to adjustment for working capital, cash, debt and other items. On October 18, 2016, the acquisition was consummated. Actua will realize approximately $133 million in cash in connection with the transaction. Approximately $10 million of Actua’s proceeds have been placed in escrow to satisfy potential indemnity claims under the merger agreement; subject to any such claims, the escrowed proceeds will be released to Actua in October 2017. Actua does not expect to owe any non-reimbursable income taxes in connection with the transaction.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.618.388 von FlankerStan am 15.06.16 09:02:01

Exzellente Bilanz nach dem Verkauf von Govdelivery

Actua Corporation PRO FORMA CONDENSED CONSOLIDATED BALANCE SHEET As of June 30, 2016 (In Thousands, Except Per Share Data) (Unaudited)

Historical Actua Corporation (4)
Sale of GovDelivery
Pro Forma Actua Corporation
Assets
Current assets
Cash and cash equivalents $ 43,222 $ 121,123 (1) $ 164,345
Restricted cash 1,669 — 1,669
Accounts receivable, net of allowance 21,921 (4,812) (2) 17,109
Prepaid expenses and other current assets 6,484 (1,876) (2),(8) 4,608
Total current assets 73,296 114,435 187,731
Fixed assets, net of accumulated depreciation and amortization 10,627 (4,743) (2) 5,884
Goodwill 226,189 (5,575) (2) 220,614
Intangible assets, net 83,782 (7,986) (2) 75,796
Cost method businesses 18,646 — 18,646
Deferred tax asset 2,848 — 2,848
Other assets, net 1,618 (464) (2) 1,154
Total assets $ 417,006 $ 95,667 $ 512,673
Liabilities
Current liabilities
Short-term debt $ 1,320 $ — $ 1,320
Accounts payable 9,569 (1,131) (2),(8) 8,438
Accrued expenses 11,076 (1,369) (2) 9,707
Accrued compensation and benefits 8,063 (2,206) (2) 5,857
Deferred revenue 45,861 (14,586) (2) 31,275
Total current liabilities 75,889 (19,292) 56,597
Deferred tax liabiliy 266 — 266
Deferred revenue 1,353 — 1,353
Other liabilities 7,282 (2,557) (2) 4,725
Total liabilities 84,790 (21,849) 62,941
Redeemable noncontrolling interests 6,362 (1,609) (2) 4,753
Equity
Total Actua Corporation's stockholders’ equity 312,593 118,885 431,478
Noncontrolling interests 13,261 240 (2) 13,501
Total equity 325,854 119,125 444,979

http://icge.ir.edgar-online.com/efxapi/EFX_dll/EDGARpro.dll?…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Mejr Umsatz auch heute in Deutschland

Times & Sales: Tradegate

Zeit

Kurs

Stück

Umsatz
Lfd. Stück
Lfd. Umsatz
16:15:24
11,418 €

100

1.142
1.513
17.252
14:07:05
11,011 €

13

143
1.413
16.111
10:56:13
11,44 €

958

10.960
1.400
15.967
10:55:17
11,33 €

442

5.008
442
5.008

[FlankerStan]

Antwort auf Beitrag Nr.: 53.540.751 von FlankerStan am 24.10.16 14:45:43

The escrow will increase the net-income in 2017 10 millionm too;

Approximately $10 million of Actua’s proceeds have been placed in escrow to satisfy potential indemnity claims under the merger agreement; subject to any such claims, the escrowed proceeds will be released to Actua in October 2017. Actua does not expect to owe any non-reimbursable income taxes in connection with the transaction.

[R-BgO]

watchelist

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

What area/s of fintech do you believe will grow the most in the coming 5 years?

At FolioDynamix, we coined the term “fiborg” to encapsulate our view of the most impactful trend in humans, while cyborgs are technology-enhanced humans: hence, the dawn of the fiborg.
our space – the merging of the human touch with technology. For financial advisors, this means leveraging technology to make them better at what they already do and improve how they deliver their service and advice to their customers. Robo is a poor analogy because robots generally replace
This area of technology, enabling firms and advisors to adapt to or create new digital/analog hybrid service models, and enable online collaboration, innovative service models, asyncronous communications, and services that are enhanced by advanced analytics is the most significant growth area for fintech. Most financial services are already delivered through financial intermediaries in some form, and providers need help re-imagining their service delivery models and the technology that supports them. More significant changes are coming, and technology-enhanced service delivery is already table-stakes in other industries. Traditional financial advisors are behind the curve, but as this segment co-opts the experimental technolgies pioneered by early-stage robo advisors and other innovators, the industry will blossom and grow as winners

http://www.finteknews.com/index.php/other-news/3-questions/i…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bolt is helping organizations that are struggling to meet the new product needs of their customers

Bundling allows carriers to personalize customer coverage and meet their needs without lengthy and costly new product development woes. Bundling through a market network even allows insurers to meet

http://www.actua.com/day-life-improve-day-right-digital-dist…

[hugohebel]

Antwort auf Beitrag Nr.: 53.544.936 von FlankerStan am 24.10.16 23:44:31

Actua macht Verlust, daher lautet mein Kursziel Null. Unternehmen die Verluste machen gehen pleite.

Zitat von FlankerStan: Bundling allows carriers to personalize customer coverage and meet their needs without lengthy and costly new product development woes. Bundling through a market network even allows insurers to meet

http://www.actua.com/day-life-improve-day-right-digital-dist…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.545.350 von hugohebel am 25.10.16 07:55:42

Gewinn in 2006 dürfte über 100 Millionen liegen, denn allein aus dem Verfauf von Govdelivery

ergibt sich eine Gewinnerhöhung um 117 Millionen, die durch die nachstehend angezeigte Realisierung Stiller Reserven entstehen.
 

"(3) To record the gain on the sale of the stock of GovDelivery.

The reconciliation of estimated net gain as of June 30, 2016 is as follows:

Pro Forma Cash and accrued transaction expenses  $123,118
Less: Net assets sold   4,717
Less: Accrued transaction expenses   1,125  
Estimated net gain  $117,276  
   
No adjustments have been made to the sale proceeds to give effect to any potential post-closing adjustments under the terms of the merger agreement."

[FlankerStan]

Antwort auf Beitrag Nr.: 53.549.058 von FlankerStan am 25.10.16 14:57:25

Quelle für die Zahlen in #147 ist hier wieder in #138 angeführte 8 K-Meldung

http://icge.ir.edgar-online.com/efxapi/EFX_dll/EDGARpro.dll?…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.549.130 von FlankerStan am 25.10.16 15:03:11

Wir können der Quelle in meinem letzten Posting außerdem entnehmen

dass Cash and cash equivalents um $ 121,123 Millionen gestiegen sind, und zwar von  $ 43,222 Millionen auf $ 164,345 Million (Basis: veröffentliche pro forma-Rechnung zum 30.6.)

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Actua Announces Third Quarter 2016 Financial Results

http://globenewswire.com/news-release/2016/11/03/886218/0/en…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Geht einmal in der folgenden Internet-Adresse  

finance.yahoo.com/quote/ACTA/community?p=ACTA

auf das Posting

• Heinrich
4 hours ago
QUESTIONS AND ANSWERS Operator (Operator Instructions) Kurt Maddern, Evercor ISI.

Und seht Euch vor allem die Replies an.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Mitschrift vom Conference Call

http://www.actua.com/wp-content/uploads/2016/11/ACTA_Final-T…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bolt provides a multi-channel, multi-carrier software platform

that enables insurance distributors to retain and grow revenue through a comprehensive insurance solution
Important metrics:*
• Revenue Growth: 4% in Q3 2016 compared to Q3 2015
• Bookings: Added $1.4 million of ARR from an existing customer, bringing YTD ARR bookings to approximately $4.5 million compared to low 6-figures in the prior-year period
• Pipeline: Entered the quarter with 15 opportunities, closed 1 and added 3 in the quarter
• Users on the platform increased from 59,700 at the beginning of the quarter to 69,400 at quarter end
• Annualized opportunities of qualified risk going through the platform climbed to 3.3 million
• Total premiums on the platform are $1.5 billion
• Competitive Moat: Platform is integrated into 100 of the largest insurance carriers and has 5,543 carrier connections, creating the largest source of insurance flow for direct carriers, agents, agencies and alternative insurance distributors
• Multi-year/multi-million dollar contracts

* As of 9/30/16 unless otherwise noted


http://www.actua.com/wp-content/uploads/2016/11/Q3-2016-slid…


QUESTIONS AND ANSWERS Operator (Operator Instructions) Kurt Maddern, Evercor ISI.

Kurt Maddern - Evercor ISI - Analyst Kirk, you could run through how some of the acceleration in bookings is going to translate into invoicing and booking in the second half? Are you starting to bill some of the new bulk customers or is this something where the invoicing will take place October or November, so you won't see the benefit from a differed and/or a revenue perspective until the fourth quarter? I'm just trying to get a little bit more color on the shape of the back half of the year from a revenue and cash flow perspective.

Kirk Morgan - Actua - CFO Most of the cash associated with the BOLT bookings would be probably more in Q4 than it would in Q3. Some of it will be reflected in Q3. But given how strong historically our Q4 has been I think across the board, most of the bookings progress that we see will result in our Q4 operating cash flow being very positive.
http://www.actua.com/wp-content/uploads/2016/08/ACTA-Transcr…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.632.200 von FlankerStan am 06.11.16 20:06:18

Now turning to our businesses, starting with slide six, while BOLT's revenue growth

was 4%, bookings are facing much higher. For the quarter, BOLT added $1.4 million of ARR or annual recurring revenue, the result of significant expansions from two existing customers. And this brings year-to-date ARR bookings to over $4.5 million. This is well ahead of where we were a year ago, which was a low six-figure ARR bookings number for the nine month period. We should start recognizing this revenue next quarter. And as a result, we should see stronger revenue growth starting in Q4.
The sales pipeline continues to build. We entered the quarter with 15 opportunities, closed one, and added three. We finished the quarter with 69,400 users on the platform, up from almost 60,000 last quarter. Additionally, annualized opportunities of qualified risk going through the platform grew to 3.3 million in the quarter, and this resulted in over $1.5 billion of premium on the platform.
Finally, carrier connections are up to over 5,500 today, from roughly 5,300 in Q2. We have a hundred insurance carriers now integrated into the platform.
http://seekingalpha.com/article/4018874-actuas-acta-ceo-walt…

Kirk Morgan
And I will just add, I think that we were very encouraged by what we saw in the booking especially at Bolt and Flio this quarter. And Bolt at 4.5 -- over $4.5 million of ARR in 2016, we really begin to be recognized in Q4, but majority of it will be in '17, and so I think we are setting ourselves up for a good 2017.

http://seekingalpha.com/article/4018874-actuas-acta-ceo-walt…

[jaegermeister007]

Antwort auf Beitrag Nr.: 53.632.221 von FlankerStan am 06.11.16 20:11:38

Hallo habe gestern ein Rückkaufangebot für meine Aktien von meiner Bank bekommen.Man kann einen gewünschten Rückkaufpreis zwischen 12-14 Dollar angeben.Dieses Angebot gilt bis 7.12.2016.Werde dieses Angebot auf keinen Fall annehmen,da ich mir gut vorstellen kann,daß nach genannten Termin der Kurs nach oben geht!Habt ihr auch schon ein Rückkaufangebot bekommen?

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Actua owning 9% of Anthem Venture

http://anthemvp.com/company_type/active

[FlankerStan]

Antwort auf Beitrag Nr.: 53.734.254 von FlankerStan am 20.11.16 16:08:23

anthemvp.com/news/

http://anthemvp.com/news/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Generate Profitable Growth By Investing In Your Tech Infrastructure

OCTOBER 5, 2016 • JOSEPH MRAK/COLUMNIST (LANGFASSUNG AUS FINANCIAL ADVISOR)

http://www.fa-mag.com/news/generate-profitable-growth-by-inv…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Fiborg and the Future of the Financial Planning Industry – An Interview with Steve Dunlap

November 9, 2016/in Radio /by Alan Moore


http://www.xyplanningnetwork.com/ep-73-fiborg-future-financi…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Great announcement for the development of Bolt in Q4/2016

“Turning to our businesses starting with slide six. While revenue growth was flattened, BOLT's bookings are pacing much higher. For the quarter, we added 400,000 of ARR from an existing customer and 300,000 in one time bookings. This brings year-to-date ARR bookings to over $3 million, which we should start recognizing as revenue in Q4. I should point out this is dramatically ahead of where we were a year ago, which was in the low six-figure bookings for the first half.

http://www.actua.com/wp-content/uploads/2016/11/ACTA_Final-T…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.775.930 von FlankerStan am 26.11.16 10:12:28

Retail financial advice is not a winner-take-all market

The most important question was brought in the following article on this point:

To peek even further into the future is to ask a fundamental question about retail financial advice. Is it a winner-take-all market, like most of consumer web software (Uber, Twitter, Instagram), or is the market so large that many firms will continue to be successful? My bet is that financial advice is not the same as filing a tax return in Turbotax — there are many right answers, powered by philosophies and personalities that change and innovate over time. There are Modern Portfolio Theory Boglehead answers. There are hedged-by-options and PhD quant-fund market-timing answers. There are stock picking and Jim Cramer answers. This qualitative aspect will always leave room for entrepreneurs, whether those entrepreneurs come from a software, hedge-fund, or financial planner background.


There are many right answers, powered by philosophies and personalities that change and innovate over time. As technology that supports this diversity become more refined and efficient, reaching break-even and eventual scale, all investors will benefit from the most convenient, transparent and available financial advice the industry has ever seen. The flavors will be endless, sophisticated, and customized by the big data surrounding us. And those advisors that truly participate and embrace innovation will see happy clients, and a rapid expansion in their market share.
http://www.wealthmanagement.com/technology/robo-advice-best-…

[FlankerStan]

https://www.boltinsurance.com/about/testimonials/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Exzellent

https://www.glassdoor.de/Bewertungen/VelocityEHS-Bewertungen…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.778.222 von FlankerStan am 26.11.16 22:02:45

CFO von Actua zu Bolt  

Here is some additional color on the businesses. BOLT had another good quarter from an operating cash flow perspective, reflecting improvement in bookings where cash in received in advance of revenue and also tight cost controls.

www.actua.com/wp-content/uploads/2016/11/...script_Q3_2016.pdf

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Schon etwas älter, aber exzellente Darstellung

https://www.valueinvestorsclub.com/idea/ACTUA_CORP/137109

[jaegermeister007]

Antwort auf Beitrag Nr.: 53.779.497 von FlankerStan am 27.11.16 11:14:52

Hallo Stan,was hälst du von den Rückkaufangebot,das sie mir gemacht haben.Hast du eventuell auch eins bekommen?

[FlankerStan]

Antwort auf Beitrag Nr.: 53.785.719 von jaegermeister007 am 28.11.16 17:09:02

Ich habe auch eines bekommen.

aber es ist für mich uninteressant, da ich meine jetzigen Bestände seit 2002 aufgebaut habe und Kursgewinne steuerfrei kassiere. Leider habe ich auch zwischendurch schon verkauft und bei der Wiederanlage teilweise in die Sch.... gepackt.

Langfristig gehe ich von steigenden Kursen aus, sodass ich meine Aktien behalte, da ich bei einem kurzfristigen Taktieren meine Steuerfreiheit verlieren würde.

Bei kürzere Zeit Investierten, die keine Steuerfreiheit der Kursgewinn haben, stellt sich die Frage, ob es Sinn macht, auf das Angebot einzugehen, um dann wieder einzusteigen. Ob das Sinn macht, kann Dir wahrscheinlich niemand auf der Welt seriös beantworten.

[FlankerStan]

Antwort auf Beitrag Nr.: 53.786.103 von FlankerStan am 28.11.16 18:01:53

Ganz wichtig ist aus meiner Sicht, was aus Bolt wird

Bolt’s software enables insurers and agents to quote and sell their own products online, as well as those of their competitors which are on the Bolt Platform.  The Bolt Platform enables agents to quote, bind and issue the products their customers need in a matter of minutes instead of the typical hours and sometimes days or weeks.  The Bolt Solution makes the sales process much easier.  Bolt differentiates itself from competitive alternatives through its multi-pronged approach focused solely on the P&C market segment.

www.valueinvestorsclub.com/idea/ACTUA_CORP/137109


In Bolt hat man viel Geld gesteckt und es bietet große Chancen, aber so junge Märkte wie Insurtech hab en auch große Risiken.

[FlankerStan]

Antwort auf Beitrag Nr.: 53.779.497 von FlankerStan am 27.11.16 11:14:52

Bedeutsamer neuer Kunde für Foliodynamix

PlanMember Services Chooses FolioDynamix for Technology, Trading Support

CARPINTERIA, Calif. and NEW YORK, Nov. 29, 2016 (GLOBE NEWSWIRE) -- California-based PlanMember Services is in the midst of rolling out the FolioDynamix platform to hundreds of representatives across the country. PlanMember is a full service retirement and investment management firm focused exclusively on helping for-profit, school district and nonprofit organizations with retirement solutions at both a company and individual employee level. The firm, recognized for this expertise and solid infrastructure, has been growing quickly over the past several years.
With that growth came a need for technology solutions to streamline workflow and create efficiency and scale. After the firm tried several technology solutions that didn’t offer the complete functionality needed, Chief Operating Officer Terry Janeway found himself in the position of looking for a complete solution that would be flexible, quick-to-market, and offer a track record of success. After extensive due diligence the firm chose FolioDynamix.

http://finance.yahoo.com/news/planmember-services-chooses-fo…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Vier wichtige Schritte von Foliodynamix in Q4/2016  

PlanMember Services Chooses FolioDynamix for Technology, Trading Support
Retirement-services provider will leverage proposal generation and trading tools to empower a nationwide network of advisors
CARPINTERIA, Calif. and NEW YORK, Nov. 29, 2016 (GLOBE NEWSWIRE) -- California-based PlanMember Services is in the midst of rolling out the FolioDynamix platform to hundreds of representatives across the country. PlanMember is a full service retirement and investment management firm focused exclusively on helping for-profit, school district and nonprofit organizations with retirement solutions at both a company and individual employee level. The firm, recognized for this expertise and solid infrastructure, has been growing quickly over the past several years.
globenewswire.com/news-release/2016/11/29/893480/0/en/


PlanMember-Services-Chooses-FolioDynamix-for-Technology-Trading-S­upport.html
FolioDynamix Announces Collaborative Partnership with PIEtech Enhancing Comprehensive DOL Solution
ACTA | November 16, 2016

NEW YORK, Nov. 16, 2016 (GLOBE NEWSWIRE) -- FolioDynamix, a leading provider of wealth management technology and advisory services, today announced a collaborative integration with PIEtech, the creator of MoneyGuidePro, the award-winning financial planning solution. MoneyGuidePro will become a key component of the “Fiborg Constellation,” introduced by FolioDynamix to help firms grow, automate key functions, and meet DOL Fiduciary Rule requirements.

Read more at www.stockhouse.com/news/press-releases/...#9EKVxUwjt1kZHYsh.99



Blucora, Inc. (NASDAQ:BCOR) announced a partnership with FolioDynamix. Through this relationship, HD Vest will leverage the FolioDynamix end-to-end technology solution as well as its suite of advisory tools to provide an easy-to-use cloud-based solution for HD Vest Advisors to manage the entire client lifecycle from proposal generation, to account opening and management, including trading and rebalancing, to reporting

www.benchmarkmonitor.com/2016/11/08/...ship-with-foliodynamix/


November 2nd, 2016
FolioDynamix Announces Acquisition of Summit Advisor Solutions
Institutional-grade trading and rebalancing solutions now paired with advisor-friendly interface and expert operational support for RIAs of any size  
NEW YORK, NY – November 2, 2016 – FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the acquisition of the assets of Summit Advisor Solutions (“SAS”), a Dallas-based firm focused on providing advisory services in the RIA market. SAS will transition its technology and advisors over to the FolioDynamix platform under the firm’s “FDX Complete” offering, which is an out-of-the-box advisory and technology solution for RIAs of any size. The move is a clear signal that FolioDynamix is committed to continued investment in growing the business organically, as well as through both strategic partnerships and acquisition. The pairing of the SAS advisor-friendly front end with the FolioDynamix enterprise chassis results in a state-of-the-art, comprehensive digital solution for the RIA marketplace.

www.actua.com/...nounces-acquisition-summit-advisor-solutions/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Actua Announces Preliminary Results of Tender Offer

RADNOR, Pa., Dec. 08, 2016 (GLOBE NEWSWIRE) -- Actua Corporation (ACTA) today announced the preliminary results of its modified “Dutch auction” tender offer, which expired at 11:59 p.m., New York City time, on Wednesday, December 7, 2016.
Based on the preliminary count by the depositary for the tender offer, an aggregate of 4,605,898 shares of Actua’s common stock were properly tendered and not withdrawn at or below a price of $14.00 per share, including 596,494 shares that were tendered through notice of guaranteed delivery. In accordance with the terms and conditions of the tender offer, and in view of the preliminary results, Actua expects to accept for payment an aggregate of 4,605,898 shares of its common stock at a purchase price of $14.00 per share. The shares expected to be repurchased represent approximately 11.7% of the shares of Actua’s issued and outstanding common stock as of December 2, 2016
http://finance.yahoo.com/news/actua-announces-preliminary-re…

[jaegermeister007]

Antwort auf Beitrag Nr.: 53.786.103 von FlankerStan am 28.11.16 18:01:53

Hallo Stan!Bin auch im steuerfreien Bereich.Wollte jetzt noch mal nach kaufen.Frage:Kann ich das bei diesen Übernahme-Angebot.Hatte früher schon mal eins bei QXL-Ricardo zu 10 Dollar,habe damals nicht verkauft sondern aufgestockt.Kurs lief damals auf 195 Euro,dann Resplitt 1:20.Lief dann wieder bis 22,50 Euro,wurde dann Zwangsverkauft an Naspers LT.Könnte mich heute noch in a.... beißen,denn der Kurs ist jetzt bei 132 Euro.Habe jetzt auch Angst das mir das bei Acta auch passieren kann.Danke im voraus für Antworten!

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

New Report from FolioDynamix Seeks to Connect Advisors with Millennial Investors

December 9th, 2016

There’s a lot of conversation right now about the DOL Fiduciary Rule. As we listen to the dialogue, one thing seems clear: the need for transparency is more than just a trend; it’s quickly becoming a client demand. FolioDynamix recently published a whitepaper on empowering advisors to connect with millennial investors, which highlights that demand as a key focus:

http://www.actua.com/new-report-foliodynamix-seeks-connect-a…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.867.737 von FlankerStan am 09.12.16 23:14:32

Aus dem Reort in meinem letzten Posting

CONCLUSION
Having taken over the workforce, Millennials are beginning to invest in greater numbers than ever, presenting a huge opportunity for financial advisors.[32] Over the next 45 years, they are estimated to invest $36 trillion.33 These educated, young adults need guidance from trusted professionals. The industry is poised to support advisors to tap into this market with a plethora of online tools and new regulations. The opportunity is clear and the path is open. The time toengage with the Millennial market is now.

[FlankerStan]

Antwort auf Beitrag Nr.: 53.867.737 von FlankerStan am 09.12.16 23:14:32

aus 173: Connect With The Millennial Investors Who Will Control It

A new generation is edging into the workforce and slowly taking over leadership positions.
At the same time, this group is beginning to inherit the wealth acquired by their families.
Coined Millennials, they were born between 1980 – 2000, represent the largest generation
in U.S. history, and as they reach their prime working and spending years, their impact on
the economy is anticipated to be transformative. 1 Millennials now represent the largest
share of the U.S. labor market and are increasingly becoming today’s leaders. 2 They bring
a new perspective on nearly everything, shaped by unprecedented access to technology,
globalization and economic turmoil. It should be no surprise that their attitudes towards
investing are also exceptional.

Millennials seek financial advice, but finding an advisor who understands their unique
fundamentals could be challenging. Advisors must adjust their tactics, offer a wide breadth
of technological solutions and a transparent approach to gain this generation’s trust; thereby
harnessing their wealth.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Groß0e Chancen und Risiken auf dem Markt von Bolt

http://www.insurancejournal.com/news/national/2016/02/25/399…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Identifying innovation

While the global insurance industry could evolve in countless ways in the near future, we’re certain that it will be much different in five to 10 years. For instance, some insurance startups may become listed on stock exchanges, expanding opportunities for investors.
And while the development of insurtech holds great promise for the insurance industry, it also brings plenty of uncertainty for investors. How will insurtech change insurers’ business models and long-term earnings drivers? Will insurtech significantly alter the pricing of basic insurance policies? How will insurance evolve given the prevalence of telematics and self-driving capabilities in automobiles? How will insurance regulations change with the developments of insurtech? These are just a few of the many questions that investors in the insurance industry should be asking.
The rapid development of insurtech and the resulting changes in the insurance industry will have significant implications for global investors. We think the best way to distinguish among the hundreds of stocks in this large sector is through vigorous bottom-up stock research to identify innovation. And while many investors tend to focus on traditional short-term assessments, we think identifying longer-term competitive advantages (which few insurers are likely to have) is key to investing in this market – now more than ever.
https://www.pinebridge.com/insights/investing/2016/10/insurt…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

10 Takeaways from the Future of Insurance and InsureTech Connect Conference

http://www.insurancejournal.com/news/national/2016/10/17/429…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.872.317 von FlankerStan am 11.12.16 11:47:34

Aus dem Report

Do not believe that insurance agents and brokers are going away completely. According to Jon Kelly, CEO of Kelly Klee, an online insurance broker for the affluent market. Where there is complexity, agents will be able to add more value than ever, Kelly said. Agents and brokers will survive and prosper in the lines and locations where they add value as trusted advisors. Smart agents will migrate to where they add value. But disruption is coming. Many tech entrepreneurs and investors see distribution as the most promising link in the insurance value chain from which to extract costs. Larger complex risks want to negotiate across the table from a real person, he said. Matt Miller, CEO of startup Embroker, which is itself a broker offering automated insurance management for clients, also offers person-to-person contact for customers who want that. “We’re not going to dictate to our customers how to do business. A high percentage of commercial clients want to speak to a person,” he said. But he said this preference varies by individual client rather than by industry or business type.

[FlankerStan]

Antwort auf Beitrag Nr.: 53.872.419 von FlankerStan am 11.12.16 12:55:34

noch zu meinem letzten Posting

Trust in change. Agents can’t be afraid to change and if they are to succeed they must embrace technology. Panelists said it is agents’ responsibility to find and use technology and also data that helps them add value and makes them look smart, even when carriers and their legacy systems get in the way. “Agents are entrepreneurs. They must understand what they can do and what technology can do for them,” said Moshe Tamir, global head of digital transformation for Generali. Several experts noted that data can be used to simplify the process for customers and to better understand what is happening between agent and customer.

[FlankerStan]

Antwort auf Beitrag Nr.: 53.872.317 von FlankerStan am 11.12.16 11:47:34

Dass sich nicht wenige nach einer Übernahme von Bolt die Finger lecken,

steht meines Erachtens wohl außer Frage.

Ob momentan aber schon der richtige Verkaufszeitpunkt gekommen ist, ist eine weitere Frage. Das hängt natürlich von der gebotenen Summe ab und welche Risikoabwägung Actua vornimmt. Verkauft man schon jetzt, streicht man auch schon einen erklecklichen Betrag ein und hat weniger Risiko als bei einer Weiterentwicklung - andererseits sind aber die zukünftigen Chancen sehr groß, aber man weiß eben nicht, wie sich die Konkurrenz entwickelt.

[FlankerStan]

Antwort auf Beitrag Nr.: 53.872.905 von FlankerStan am 11.12.16 16:32:38

Entmutigent wenn man nicht gerade Bolt ist

Q. We talked a little about direct distribution. Direct distribution doesn’t have the market share in the U.S. that it has in the UK, and I’ve always thought it should have more. Are you interested is seeing companies that are innovating in distribution?

A. We are. We’ve spent a good deal of time researching the small commercial arena. There is so much going on that it’s a little daunting how competitive it could be. Berkshire Hathaway, AIG-Hamilton, Hiscox, Insureon, Bolt, etc. – these are meaningful companies that can expend substantial amounts of capital building their positions. So, for a small venture to compete in that market is daunting. But we are very much believers that this is a market where change could actually be good for all participants. It’s not a market where the traditional brokerage industry earns much money. In fact, in many cases, it’s a losing proposition to provide services to a very small business. It’s a market in which the small businesses would benefit from being closer to the information related to their insurance purchases. It’s a business that I think could have lower rates and better profitability in the outcome.

http://blue-dun.com/2016/07/20/tom-hutton-insurtech-xl-innov…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

We’ve been punching under our weight class

September 23, 2016 — 8:23 PM CEST by Guest Columnist Timothy D. Welsh
“We’ve been punching under our weight class for a while now,” said Dunlap, the former Cetera, Pershing and Lockwood executive, as he reflected on his first nine months in the lead role at Secaucus, N.J.-based FolioDynamix.
After being acquired by Actua Corp. a couple of years ago, FolioDynamix is "seeing growing momentum with over $700 billion in total assets on its platform, from three million client accounts, $20.5 billion of those assets are in its advisory services along with $5.1 billion in overlay AUM. This represents a 22% growth in AUM, year over year," he added.

http://riabiz.com/a/2016/9/23/foliodynamix-ceo-uses-conferen…

[jaegermeister007]

Habe am Freitag noch mal aufgestockt.Nach den letzten Berichten gehe ich auch von weiter steigenden Kursen aus.

[FlankerStan]

Antwort auf Beitrag Nr.: 53.873.811 von FlankerStan am 11.12.16 22:31:07

FolioDynamix is making big moves that rely on partnerships with software firms that position themselves toward RIAs and IBD reps. It announced several deals with popular advisor software packages, including MoneyGuidePro for financial planning, RiskPro for risk analysis, Quovo for account aggregation and Scivantage for robo services, all integrated into the FolioDynamix platform to help advisors better manage clients by cutting down on manual processes. While not available just yet, FolioDynamix promises to roll out this one-stop software shop.

http://riabiz.com/a/2016/9/23/foliodynamix-ceo-uses-conferen…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.874.081 von jaegermeister007 am 12.12.16 06:10:28

This five 5%-owner had must report, if they had reduced the ownership during the dutch tender offer

Top Institutional Holders
Holder Shares Date Reported % Out Value
FMR, LLC 5,926,233 ‎Sep‎ ‎30‎, ‎2016 15.01% 76,744,717
Vanguard Group, Inc. (The) 2,700,925 ‎Sep‎ ‎30‎, ‎2016 6.84% 34,976,978
Pembroke Management, LTD 2,680,515 ‎Sep‎ ‎30‎, ‎2016 6.79% 34,712,669
Capital World Investors 2,602,000 ‎Sep‎ ‎30‎, ‎2016 6.59% 33,695,900
Dimensional Fund Advisors LP 2,229,994 ‎Sep‎ ‎30‎, ‎2016 5.65% 28,878,422

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

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bolt Insurance positive by Yelp

https://www.yelp.com/biz/bolt-insurance-services-sacramento

[jaegermeister007]

Antwort auf Beitrag Nr.: 53.878.655 von FlankerStan am 12.12.16 21:33:10

Danke für die Info!Denke das mit den aufstocken war die richtige Entscheidung.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

The Rising Tide of Digital Distribution and What It Means for P/C Insurers

March 30, 2016 by Kathleen Garlasco

The insurance industry is at a crossroads in its digital distribution transformation. When shopping for insurance, consumers increasingly look to carriers that can offer new channels of engagement, and those that cannot are losing their competitive advantage. Digital channels are here to stay, and more carriers are taking active steps to integrate digital capabilities into their existing IT infrastructure.
The 2015 Global Digital Insurance Benchmarking Report by Bain & Company showed that in just three to five years, 23 percent of new P/C premiums will be sold online. The same study revealed that 79 percent of consumers worldwide “say they will use a digital channel for insurance interactions over the next few years.”

While traditional channels are still being used to purchase insurance, insurers cannot ignore the growing focus on mobile and online channels. The shift toward digital channels is occurring, in part, because consumers across all industries have come to expect simple, instantaneous access to products and services.

http://www.carriermanagement.com/features/2016/03/30/152650.…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.910.131 von FlankerStan am 18.12.16 11:15:36

How Bolt Insurance and Travellers working together

How Bolt Insurance and Travellers working together

https://www.travelers.com/FindAgent/All/FL/SARASOTA/BOLT-INS…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.920.286 von FlankerStan am 20.12.16 00:02:18

InsurTech-Disruption-in-Small-Business-Insurance

http://media-publications.bcg.com/InsurTech-Disruption-in-Sm…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Ein Schmnäppchen für Foliodynamix

FolioDynamix acquires Summit Advisor Services for $6 million in wake of Aequitas collapse
Summit Advisor Services, a turnkey asset management program, was partially owned by an Aequitas venture. That company had been charged by the SEC with running a Ponzi scheme.
Nov 3, 2016 @ 1:04 pm
By Liz Skinner

The failure of alternative investment manager Aequitas Capital Partners continued to ripple through the investment community this week as FolioDynamix acquired adviser technology firm Summit Advisor Services. Dallas-based Summit Advisor Services, a turnkey asset management program, was 21.5% owned by an Aequitas venture, the Aequitas Capital Opportunity Fund.

http://www.investmentnews.com/article/20161103/FREE/16110996…

[jaegermeister007]

VelocityEHS Wins 2016 New Product of the Year Award for its Environmental Management Software

2016-12-21 08:30 ET - News Release

CHICAGO, Dec. 21, 2016 (GLOBE NEWSWIRE) -- VelocityEHS, the leading cloud environment, health, safety (EHS) and sustainability software provider, was awarded top honors in the Environmental Protection 2016 New Product of the Year Awards. The company’s comprehensive environmental management software – which includes Air Emissions, Water Quality and Waste Compliance modules – makes it easier and more affordable for companies of all sizes to automate complex environmental compliance and reporting activities. Companies looking to get a handle on environmental management for 2017 and beyond now have an industry-leading solution to help them reach their EHS goals faster.

“We are honored to receive this award from Environmental Protection, especially at a time when many companies struggle to meet air emissions and waste management standards because there are so few solutions available to help them accurately and affordably monitor, record and report the necessary data,” said Glenn Trout, president and CEO of VelocityEHS. “The use of spreadsheets by companies to collect and analyze high volumes of environmental monitoring data in real time is widespread — increasing the risk of errors and inconsistencies that lead to non-compliance. Other companies turn to costly consultants to oversee the process entirely. Our software is more effective and less susceptible to error than spreadsheet management practices and less expensive than outside consultants.”

Increased public demand for corporate social responsibility and growing investor interest in sustainable businesses is placing pressure on companies to improve environmental performance. VelocityEHS has responded to these market pressures with environmental management software that is scalable and simple to use. Users can quickly and easily generate complete and properly-formatted compliance reports, including Title V performance test reports, NPDES DMRs, and biennial RCRA Hazardous Waste Reports.

Added Trout, “The software can be up and running in less time than almost any system available on the market and mobile access allows you to record emissions data anywhere, anytime using your tablet or smartphone. It gives you the power to stay ahead of your compliance obligations and to quickly identify trends that require swift action.”

Winners for the annual awards program were selected by an independent panel of three highly qualified judges, and according to Editorial Director Jerry Laws, the “2016 contest attracted high-quality, innovative entries in every category.”

VelocityEHS is the largest and fastest growing EHS software provider in the industry, with a wide-range of products available, including Incident Management, Chemical Management, Audit & Inspection, Management of Change (MOC), Compliance Management, Risk Analysis, Ergonomics, Corrective Action, Safety Meetings, Performance Metrics, On-Demand Training and Training Management.

For more information on the full suite of VelocityEHS management software solutions that help provide a global view of the operational risks that exist in the workplace, visit www.EHS.com.

About VelocityEHS
In 2015, MSDSonline and KMI, two EHS industry leaders, joined forces to form VelocityEHS, which aims to make enterprise-level EHS functionality accessible and affordable to businesses of all sizes. More than 12,000 customers worldwide, from virtually every industry, trust VelocityEHS and its solutions to improve EHS performance. The company offers a comprehensive, cloud-based EHS management software platform that helps businesses solve complex EHS challenges in simple ways. Its quick implementations, affordable solutions and unparalleled customer support make it possible for customers to reach their EHS goals faster. VelocityEHS is headquartered in Chicago, Illinois with locations in Canada, the UK and Australia. For more information, visit www.EHS.com. VelocityEHS is an Actua (Nasdaq:ACTA) company.

Media Contacts

VelocityEHS
Betsy Utley-Marin
312.881.2307
[e-mail]

Actua Corporation
Karen Greene
610.727.6900
[e-mail]

Wird ja immer besser!

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

130 Millionen Umsatz in 2017 und mehr als 100 Millionen Dollar in der Kasse

Fourth Quarter 2016 Guidance
For the fourth quarter of 2016, Actua expects revenue in the range of $28.5 million to $29.5
(siehe Quartalsbericht zu Q3/16 auf actua.com)

Das waren in Q4/16 also 29 Millionen.

Bei einem jährlichen organischen Wachstum in der Nähe von 20% kann man von einem durchschnittlichen Quartalswachstum von 4,5% ausgehen.
Q1/17 = 29 * 1,045 = 30,31
Q2/17 = 30,31 * 1,045 = 31,67
Q3/17 = 31,67 * 1,045 =  33,09
Q4/17 = 33,09 * 1,045 = 34,58

Somit haben wir 30,31 + 31,67 + 33,09 + 34,58 = 129,65 plus Umsätze aus kleineren Zukäufen im Laufe des Jahres.

[FlankerStan]

Antwort auf Beitrag Nr.: 53.973.674 von FlankerStan am 29.12.16 18:08:36

als Fair Value

Ich denke einmal, das ein Multiple von 4 für die 130 Millionen bei Berücksichtigung der Unsicherheiten, die Actua auch anscheinend nicht zu beseitigen wünscht oder kann, angemwessen womit wir bei 520 Millionen wären. Hinzu kämen mehr als 100 Millionen Cash = 620 Millionen - und sie würde ich durch 32 Millionen dividieren = ca. $19 als Fair Value.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Dass man bei der Anwendung der üblichen Kennzahlen bei Actua vorsichtig sein muss - darauf habe ich immer wieder hingewiesen. Die Zahlen fallen und stehen mit der Entscheidung, ob man die Verkaufserlöse für Beteiligungen, die die Buchwerte überschreiten, in das Ergebnis pro Aktie einbezieht oder nicht.

Dass man das bei einem Unternehmen, das sich überwiegend als Inkubator versteht, tun muss, steht für mich außer Frage – denn das ist je eigentlich das ordentliche Geschäft derartiger Unternehmen. Wenn man das macht, kam in den letzten Jahren teilweise ein höher Gewinn oder ein hoher Verlust je Aktie heraus, wie die Zahlen aus finanzen.net zeigen – mit entsprechenden Auswirkungen auf das jweilge KGV. Mit dem Gewinn von 2013 in Höhe von 5,72 je Aktie (bedingt durch den Verkauf der damals wertvollsten Beteiligung) hätten wir momentan ein KGV von unter 3. In den beiden Jahren2014 und 2015 hätten wir negative KGV’s gehabt. Und in 2016 werden wir durch den Verkauf von Govdelivery vermutlich wieder bei einem Gewinn pro Akite von ca. 3 Dollar landen – und daamit verbunden mit einem KGV zwischen 4 und 5.

Actua: Die Aktie (in USD)
Chart 2009 2010 2011 2012 2013 2014 2015
Ergebnis je Aktie (unverwässert, nach Steuern) 0,42 1,28 0,75 0,64 5,72 -1,28 -2,59

Ergebnis je Aktie (verwässert, nach Steuern) 0,42 1,26 0,74 0,63 5,72 -1,28 -2,59
http://www.finanzen.net/bilanz_guv/Actua

Ob daher eine Aktiebewertung über das KGV Sinn macht, ist daher die Frage. Unfug ist m.E. aus dem jeweiligen jährlichen KGV Schlussfolgerungen zu ziehen, wie die Ergebnisse für 2013 – 2016 zeigen. Wenn man den Weg über den Gewinn je aktie unbedingt einschlagen will, muss man meines Erachtens einen längeren Zeitraum einbeziehen, z.B. welche Gewinne und Verluste in den nächsten z.B. acht Jahren (einschließlich des Betrachtungsjahres) jeweils anfallen könnten. Diese Zahl müsste man durch acht dividieren und hätte ein Schätzwert für den durchschnittlichen Gewinn je Akite für die nächsten acht Jahre. Eventuell könnte man diesen Gewinn noch um vier Jahre abzinsen, wenn man für heute eine akutelles KGV ermitteln möchte.

Ich bin mirt ziemlich sicher, dass da ein Wert für das KGV von unter 10 herauskommen würde, denn allein der Verkauf von VelocityEHS, der schon 2017, aber m.E. mit großer Wahrscheinlichkiet 2018 oder 2019 über die Bühne gehen wird, dürfte nach meinen Schätzungen mindestes einen Gewinn von 300 Millionen herbeiführen.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Ein smarter Kauf von Velocity EJS

http://www.verdantix.com/blog/velocityehs-bolsters-its-envir…

[FlankerStan]

January 04, 2017
Leading P&C Insurers Change Customer Acquisition M.O.
strong online research and purchasing capabilities that customers expect, customer acquisition leaders find themselves in a precarious position. They understand that the customer experience is a pivotal point in the acquisition journey but are limited in driving measurable growth by legacy systems and an internal culture unaccustomed to change. In the evolving environment, digital distribution is emerging as the factor that separates the leaders from the laggards in the insurance industry.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Antwort auf Beitrag Nr.: 53.928.632 von FlankerStan am 20.12.16 23:40:51

Foliodynamix ist ein idealer dance-partner

TAMP Boom Brewing as Outsourcing the Portfolio Achieves Critical Mass
A full 40% of advisors have embraced automation as the key to more effective client prospecting and increased AUM. By this point you should know whether you want to join the revolution — the real question is which platform you want as your dance partner

https://medium.com/@trustadvisor/tamp-boom-brewing-as-outsou…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Excellent deals 2016 will drive the revenues of Foliodynamix in 2017

A lot of such excellent deals in 2016 will drive the revenues in 2017

Concorde Investments deploys FolioDynamix wealth management tech

18 May 2016

Detroit-based Concorde Investments, one of Inc. Magazine’s “Fastest Growing Companies” for 2015, announced the completion of an ongoing integration project to include FolioDynamix within its end-to-end wealth management technology solution.

For the past four years, Concorde has been focused on growing AUM and attracting progressive independent advisors to continue to expand its regional footprint. The company has succeeded by empowering advisors to engage with, and solve for client needs by putting a strong technology matrix in place. This required working with a solution provider who was willing to collaborate on innovation and development.

Concorde approached FolioDynamix to explore solutions in late 2014. The goal was to develop a more robust end-to-end asset management platform with complete asset aggregation and performance reporting capabilities, as well as a compliance overlay and a data repository. Along with the technology need, Concorde brought a willingness to collaborate in discussions, pilot programs, beta testing, and more—to be the “guinea pig”, so to speak, for an expansion of the FolioDynamix core capabilities. FolioDynamix—known for an end-to-end trading, rebalancing, and portfolio accounting technology solution—was the ideal partner for Concorde based on its focus on innovation and a willingness to expand and develop a solution tailored for Concorde’s needs.

“Beyond the typical price, value and service criteria of a selections process, we were seeking partnerships and relationships more than just service providers,” says Kelly Knight, COO of Concorde and the lead on building the technology roadmap. “It has been hugely important for us to build relationships in which Concorde can be as contributive to that firm’s growth as that IT partner would be to ours. This philosophy has worked well for us. As a growing BD/RIA our budget is smaller, and it’s our work ethic, experience and commitment that can make a meaningful difference to any partner we work with.”

FolioDynamix is now a core component of Concorde’s innovative technology offering—a huge selling point in their recruiting value proposition. The modular nature of FolioDynamix’s solution allowed Concorde to leverage the specific features they needed to integrate with third-party solutions (such as Docupace Technologies for account opening and RedTail for CRM). Concorde is pleased with the results of the integration to date—but even more excited about the future.

http://www.publicnow.com/view/649A7C955CA53DE17CACA60F73545C…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

The CEO and the President had not reduced  

The CEO and the President had not reduced the ownership during the Dutch Auction.

finance.yahoo.com/quote/ACTA/holders?p=ACTA

Direct Holders (Forms 3 and 4)
Name
Shares
Date Reported

BUCKLEY WALTER W III
1,226,899
‎Mar‎ ‎4‎, ‎2016

ALEXANDER DOUGLAS A
1,364,544
‎Mar‎ ‎4‎, ‎2016

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bei Foliodynamix könnten diese Kooperationen Früchte tragen

Blucora and FolioDynamix Partner to Offer Account Management Solution for HD Vest

Wash. and NEW YORK, Nov. 07, 2016 (GLOBE NEWSWIRE) -- Blucora, Inc. (BCOR), a leading provider of technology-enabled financial solutions to consumers, small businesses and tax professionals, today announced a partnership with FolioDynamix, a leading provider of wealth management technology and advisory services. Through this relationship, HD Vest will leverage the FolioDynamix end-to-end technology solution as well as its suite of advisory tools to provide an easy-to-use cloud-based solution for HD Vest Advisors to manage the entire client lifecycle from proposal generation, to account opening and management, including trading and rebalancing, to reporting.

http://finance.yahoo.com/news/blucora-foliodynamix-partner-o…


Blucora to Buy HD Vest for $580 Million
Internet company says combination with brokerage will create cross-selling opportunities

By Chelsey Dulaney

Blucora Inc. said Wednesday that it has agreed to buy closely held brokerage firm HD Vest Financial Services for $580 million, as the Internet company shifts its focus to technology and financial services.
HD Vest is an independent broker-dealer that provides wealth-management services for tax professionals. The business is owned by investors including private-equity firm Parthenon Capital Partners.

Blucora, an Internet-services company formerly known as InfoSpace, owns TaxACT, a low-cost software product that helps people prepare their taxes.

http://www.wsj.com/articles/blucora-to-buy-hd-vest-for-580-m…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.033.850 von FlankerStan am 08.01.17 10:34:55

noch zu Foliodynamix

https://vimeo.com/163409238

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Dieser Trend wird Bolt in 2017 und den Folgejahren enorm beflügeln

Trend 1. Massive cost savers in claims, operations and customer acquisition
Already a major trend, of course, but one that will gain even more importance in 2017. Quite a few insurers face combined ratios that are close to 100, or even exceed that number. Digitizing current processes is absolutely necessary, for operational excellence and to cut costs. Digital transformation of insurance carriers started in 2015, really took off in 2016 and will be mainstream by 2017 and beyond.

http://insurancethoughtleadership.com/top-10-insurtech-trend…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.035.458 von FlankerStan am 08.01.17 16:37:42

Insurtechs that really innovate customer engagement for incumbents have a great 2017 ahead

Trend 2. More and more carriers realize that engagement innovation is the next level of digital transformation. From a customer point of view, this is not about a new lipstick or a nose job but about a real makeover. Engagement innovation not only includes customer experience, but customer-centric products, new added value services and new business models, as well. Insurtechs that really innovate customer engagement for incumbents have a great 2017 ahead.

http://insurancethoughtleadership.com/top-10-insurtech-trend…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Klare Outperformance

https://www.comdirect.de/inf/aktien/detail/chart.html?REQUES…

Und zwar um Längen!

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Blackout Period

U.S. companies are required to refrain from discretionary buybacks during blackout period that starts five weeks before earnings release to about 48 hours after earnings are reported. This is great opportunity for investors according to Goldman Sachs. In February of 2014 record buyback in the amount of $104.3 billion took place.
https://financialmarketswizard.com/stock-buybacks-everything…

I believe, that the results will be announced at 03/02)2016 - and therefore the blackout period will start at 01/26/2016.

The share-price of today is excellent for buy-backs and I hope, the the CFO doesn't sleep and smoking grass like often m in ore than the last 10 years.

I hope, that the stupid idiot of CFO, who is sleeping and smoking grass since more than years, will buy tomorrow.

[FlankerStan]

Antwort auf Beitrag Nr.: 54.035.884 von FlankerStan am 08.01.17 18:05:22

Adantage Bolt

http://myinsurancevideos.com/videos/bundling/?user=bolt

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Earliest announcement of Q4-results will be after my estimate 02/23/2017 - more than five weeks,

which terminate the Blackout Period. And therefore I can't understand, that stupid idiot of CFO, who is sleeping and smoking grass since more than 10 years, had not more shares bought back today.

[FlankerStan]

Gartner Projects $1 Trillion Shift In IT Spending To Cloud
Posted on August 3, 2016 by Lauren Cooke in Cloud Solutions News

http://solutionsreview.com/cloud-platforms/gartner-cloud/

[FlankerStan]

Weitere Aussichten: Nachts weiterhin dunkel und ein Umsteigen auf Actua rentiert sich nachwievor.

https://www.comdirect.de/inf/aktien/detail/chart.html?REQUES…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

About 6.5 billion regulatory assets under management of Foliodynamix

Finally, regulatory assets under management at the end of Q3 were $5.4 billion compared to $5.3 billion at the end of Q2. The SAS acquisition should add roughly $1 billion of additional regulatory AUS.

http://seekingalpha.com/article/4018874-actuas-acta-ceo-walt…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

January 12th, 2017
Actua By the Numbers – A Snapshot of 2016
Happy New Year from Actua! We’re excited for what lies ahead this year, but before we look too far ahead at what’s to come in 2017, we wanted to reflect on the progress we made in 2016. The following infographic provides a snapshot of what we accomplished in 2016 including some interesting data points on new customers and users added, platform enhancements and acquisitions completed. Stay tuned in the coming weeks for our predictions for 2017.

[http://www.actua.com/actua-numbers-snapshot-2016/]

[FlankerStan]

Antwort auf Beitrag Nr.: 54.078.089 von FlankerStan am 13.01.17 15:05:50

Bolt

- $1.5 billion of total premiumson the platform

- Integrated into 100 of the lagrest insurance cariiers

- Exceeded 69,000 users on the platform

- Surpassed 5,500 carrier connections

http://www.actua.com/actua-numbers-snapshot-2016/

[FlankerStan]

Antwort auf Beitrag Nr.: 54.078.089 von FlankerStan am 13.01.17 15:05:50

VelocityEHS

- Added 1,600 new customers

- Surpassed 12,500 total customers, representing more than a half of F1000

- Database of more than 11 million SDSs

- More than 8 million users on the platform

- Completed 2 tuck-in acquistions (e3 Solutions and ErgoAdvocate)

http://www.actua.com/actua-numbers-snapshot-2016/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Drei wichtige Ereignisse in 2016

Sold Govdeivery for 153 million, resulting in proceeds to Actua of 133 million and a gain of 115 mllion

3 tuck-in acquisitions completed (Ergodavocate, SAS und E3 Solutions

Acquired 4,588,094 shares through a modified „Dutch Auction“ Tender at $14 per share, for an aggregate price of about 64.2 million

http://www.actua.com/actua-numbers-snapshot-2016/

[FlankerStan]

Antwort auf Beitrag Nr.: 54.082.412 von FlankerStan am 14.01.17 08:32:49

The growth engine: Superior customer experience in insurance

By Tanguy Catlin, Ewan Duncan, Harald Fanderl, and Johannes-Tobias Lorenz

Companies that offer best-in-class customer experiences grow faster and more profitably. To reach this level, insurers must relentlessly improve customer journeys across channels and business functions.

http://www.mckinsey.com/industries/financial-services/our-in…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.086.567 von FlankerStan am 15.01.17 09:13:10

Bolt brummt

Now turning to our businesses, starting with slide six; while BOLT's revenue growth was 4%, bookings are facing much higher. For the quarter, BOLT added $1.4 million of ARR, or annual recurring revenue; the result of significant expansions from two existing customers. And this brings year-to-date ARR bookings to over $4.5 million. This is well ahead of where we were a year ago, which was a low six-figure ARR bookings number for the nine month period. We should start recognizing this revenue next quarter, and as a result, we should see stronger revenue growth starting in Q4.

The sales pipeline continues to build. We entered the quarter with 15 opportunities, closed one, and added three. We finished the quarter with 69,400 users on the platform, up from almost 60,000 last quarter. Additionally, annualized opportunities of qualified risk going through the platform grew to $3.3 million in the quarter, and this resulted in over $1.5 billion of premium on the platform. Finally, carrier connections are up to over 5,500 today, from roughly 5,300 in Q2. We have 100 insurance carriers now integrated into the platform

http://finance.yahoo.com/news/edited-transcript-acta-earning…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.087.092 von FlankerStan am 15.01.17 11:50:37

BOLT had another good quarter from an operating cash flow perspective,

reflecting improvement in bookings where cash in received in advance of revenue and also tight cost controls.”

http://finance.yahoo.com/news/edited-transcript-acta-earning…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

actua-numbers-snapshot-2016

http://www.actua.com/actua-numbers-snapshot-2016/

[FlankerStan]

Antwort auf Beitrag Nr.: 54.092.033 von FlankerStan am 16.01.17 10:50:14

mit diesem Angebot is Bolt schon vier Jahre auf dem Markt

The Bolt Platform is a fully integrated, turnkey, software-as-a-service, cloud offering that includes:
• Full technology platform, including a portal for consumers, independent agents, captive agents, wholesalers, brokers and consumers;
• Integrated call center technology;
• Reporting and analytics;
• Fully licensed agents in all 50 states for both personal lines and commercial lines; and
• Access to personal and commercial lines products from top insurance companies, MGAs and wholesalers in the U.S.

The Bolt Platform is also available for white labeling and can be implemented in a matter of weeks due to its cloud deployment.

https://globenewswire.com/news-release/2013/04/02/535206/100…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Who'll Be the Next InsurTech Unicorn?

Who'll Be the Next InsurTech Unicorn?
 
https://www.youtube.com/watch?v=HDEhvLbLrdk&t=142s

Hier ist das Einschalten von Untertiteln empfehlenswert.

Dass irgendwann Bolt ein Unicorn werden könnte, schließe ich nicht völlig aus

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Excellente Chancen für Bolt  

ergeben sich aus dem, was in der überaus interessanten nachfolgenden Studie steht:

www.pwc.lu/en/fintech/docs/pwc-insurtech.pdf

Ich bin auch sicher, dass sie Bolt nutzen kann - nur der Umfang ist völlig offen. Nach einigen Jahren Vorlauf, scheint ja jetzt im vierten Quartal auch der Geldzufluss anzuschwellen und wird sich auch in 2017 fortsetzen. Aber wie weit das trägt, hängt von vielen Unwägbarkeiten ab.

[FlankerStan]

Antwort auf Beitrag Nr.: 54.096.431 von FlankerStan am 16.01.17 20:26:41

Denn wir haben hier eine Plattform, die schon seit Jahren läuft

und der hoffentlich in diesem Jahr der Durchbruch gelingt, weil jetzt auch genügend Nachfrage da sein könnte und der Markt ausreichend "gemacht" ist:

www.boltinc.com/


Bolt beherrscht alle Prozessschritte
 
www.boltinc.com/omni-channel-insurance-distribution-platform

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Eine exzellente Darstellung der Core-Comoany Bolt

http://banking-insurance.cioreview.com/vendor/2015/Bolt_Solu…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Blackrock owning now 2615055 shares

(9) Aggregate amount beneficially owned by each reporting person 2615055
(11) Percent of class represented by amount in Row 9 6.6%

http://icge.ir.edgar-online.com/efxapi/EFX_dll/EDGARpro.dll?…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Und genau diese Plattform at Actua's Core Company Bolt

Who is The Beneficiary?

Anytime a market is subject to new technological business platforms, successes and failures are amplified and appear in shorter timeframes. When consumers get what they want at an affordable price, they reward the provider rapidly. After the technological investments have been made, insurers and agencies will recognize sales increases and lower cost of doing business. Consumers will benefit from dealing with a streamlined and informed purchase that takes only moments out of their busy day.
Costs will ultimately come down, as operational savings are passed on. Insurtech technology will provide a clearer picture of consumer habits, which allows actuaries to determine a more accurate cost of claims.


https://wegolook.com/blog/article/insurtech-the-next-big-thi…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

300 Millionen für Bolt sollten es schon sein

Estimates of the value of Bolt with revenues of after my estimates about between 40 and 50 million?

Oscar, which operates solely in New York, has 40,000 customers, up from 16,000 last May. Users pay an average of $4,500 in annual fees, putting Oscar’s revenue around $180 million.
The company is now valued at a whopping $1.5 billion, just a year-and-a-half after its launch.

http://fintechranking.com/2016/03/23/insurtech/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.617.158 von FlankerStan am 14.06.16 23:33:10

8,2 von 10 möglichen Bewertungspunkten für Bolt

https://www.trustpilot.com/review/www.boltinsurance.com

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Actua has been successful in each vertical with an overall retention rate of 97% and recurring revenue of 87%

Zwar sind es inzwischen nur noch drei Core-companies ,aber die overall retention rate of 97% and recurring revenue of 87%. bestätigem mich, selbst wenn der Text inzwischen schon fast zwei Jahre ist, dass Nachhaltigkeit vorliegt, die ein langfristiges Engngement meinetseits auch weiterhin sinnvoll erscheinen lässt.

Actua (the “Company”) is a portfolio of four cloud software platforms focused on a total addressable market that exceeds $20B. Each of the focused verticals participates in a market with growth potential exceeding 20%. Actua has been successful in each vertical with an overall retention rate of 97% and recurring revenue of 87%.
https://www.valueinvestorsclub.com/idea/ACTUA_CORP/137109

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Zwar sind es inzwischen nur noch drei Core-companies, aber die overall retention rate of 97% and recurring revenue of 87%. bestätigem mich, selbst wenn der Text inzwischen schon fast zwei Jahre ist, dass Nachhaltigkeit vorliegt, die ein langfristiges Engngement meinetseits auch weiterhin sinnvoll erscheinen lässt.

Actua (the “Company”) is a portfolio of four cloud software platforms focused on a total addressable market that exceeds $20B. Each of the focused verticals participates in a market with growth potential exceeding 20%. Actua has been successful in each vertical with an overall retention rate of 97% and recurring revenue of 87%.

https://www.valueinvestorsclub.com/idea/ACTUA_CORP/137109

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

INSURTECH PLATFORM REVENUES TO APPROACH 5BN BY 2021

DRIVEN BY MACHINE LEARNING & BLOCKCHAIN ADOPTION

Bespoke insurance will become business as normal

Hampshire, UK – 12th December 2016: New findings from Juniper Research forecast that fintech platform revenues derived from supporting the insurance industry will reach almost $235 billion globally by 2021, up 34% y-o-y from an estimated $175 billion this year. The leading analyst house claimed that growth would be driven by a combination of factors including:

- Machine Learning investments enabling insurance providers to personalise products;
- Insurers deploying mobile apps to improve their customer experience;
- Investments in blockchain technologies to underpin smart contracts.

https://www.juniperresearch.com/press/press-releases/insurte…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Die Zeit arbeitet fpr Bolt

It may take until the middle of 2017, but I expect to see a move away from hype and to value. In some cases this will be positive value; in others, it will be learning or failure (in other words, negative value). Several levers are in motion:

- There are more players, and thus a greater chance of success (or failure).

- More time will have passed for propositions which are currently online to produce results.

- More efforts will come to production in the next few months; and for other initiatives, the time (read money) to prove their hypothesis will run out.

- There will be increased recognition of the importance of partnerships as the tedious work of integration proceeds.

- From a macroeconomic standpoint, interest rates in the US will rise, increasing the attraction of alterative investments and making the competition for investment more fierce.

- Finally, Brexit and a new US political administration will result in increased uncertainty, which will change risk attitudes.

http://insuranceblog.celent.com/2016/12/19/insurtech-2016hyp…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Die Umsatzquellen von Bolt

Some have characterized Bolt as the “holy grail” to the insurance industry. During 2015, CIOReview named Bolt Solutions among the top twenty most promising insurance technology solution providers. As a trusted partner to some of the biggest insurance carriers, Bolt empowers its customers to always say “yes” to the insurers’ customers, thereby broadening carriers’ distribution and customer relationships to succeed in the new omni-channel reality. Quoting multiple insurers is known as “comparative rating.” Although the concept was available before Bolt introduced its platform, the process is now automated because of Bolt. The automation of the process by Bolt makes it more economical to sell a lower-commission product by enabling higher sales volume. The Bolt solution only provides a competitor’s quote if the insurer handling the business opportunity doesn’t offer a certain type of coverage or a prospective customer doesn’t meet its underwriting requirements.
The insurer/agent gets a commission if a competing product is sold. Bolt also receives a commission and the revenue derived from commissions on premiums sold through Bolt’s Platform currently comprise ~50% of Bolt’s revenue mix. Given the substantial premium growth that will likely flow through the Bolt platform, the commission mix will grow as well. The other main revenue source is subscription-based derived from multi-year/multi-million dollar contracts.

https://www.valueinvestorsclub.com/idea/ACTUA_CORP/137109

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bolt Insurance offers

https://www.youtube.com/watch?v=FVO4m0ldWPA

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Distribution: usability is the future

D
Newcomers often start out as a sales point for the aspired product, rather than 'the product itself'. For example, price comparison websites sell insurance, but they are not an insurer. Subsequently, these newcomers try to improve and expand their services in order to strengthen their position in the market. Newcomers to the world of insurance commonly use this logical approach. They first become a distributing partner to existing insurers. Through bundling multiple providers and providing practical tools, they strive to be a practical enrichment for both customer and insurer

https://jungleminds.com/blog/in-2017-gaat-insurtech-de-verze…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Insurers that are Already Marketing Online can Leverage Bolt to Sell Online

January 24th, 2017

We wanted to share the following blog post from Actua company, Bolt Inc., which explores why Insurers’ marketing efforts aren’t translating into new customers and blockbuster results. The post looks at this conversion problem and at how a leading digital distribution platform can address the shortcomings of a traditional model and drastically improve results.
http://www.actua.com/category/blog/

[FlankerStan]

Antwort auf Beitrag Nr.: 54.183.979 von FlankerStan am 28.01.17 09:18:09

Partnership, partnership, partnership – it’s the industry’s future

Value chain disaggregation is leading to rapid growth in InsurTech partnership opportunities, and it is partnership that will be integral to the success of both the InsurTech sector and the insurance industry’s digital transformation. The move towards partnership built upon the use of open platforms and APIs seen in FinTech will soon come to insurance, whether through an insurer (or reinsurer) launching an open platform on which InsurTechs can develop products or by opening up access to third party, InsurTech providers, which will mark a shift to a more modular insurance market.

https://knect365.com/fintech/article/f8b29a6f-09ef-4e31-ad67…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.185.236 von FlankerStan am 28.01.17 14:27:14

2017 will be another exciting year for InsurTech

Looking ahead, there are many reasons to think that 2017 will be another exciting year for InsurTech, with a number of questions coming to mind in addition to the above, specifically: Which InsurTechs will begin to achieve scale? How will the role of InsurTechs in the industry evolve: will we see more single point disruptors, niche MGAs, or full-stack challenger carriers emerge? Will ‘big tech’ respond with acquisition, consolidating the market? Will insurance’s ‘Uber moment’ finally arrive? How will insurers’ business models begin to change in light of value chain disaggregation and the need to differentiate through value added services?

https://knect365.com/fintech/article/f8b29a6f-09ef-4e31-ad67…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Understanding-The-Robo-Advisor-Landscape

https://www.kitces.com/wp-content/uploads/2016/01/Understand…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Online direct channel is poised to take a significant piece of the small business market

“The online direct channel is poised to take a significant piece of the small business market. Between direct writers like Hiscox, online agencies like Bolt and Insureon, and various InsureTech start-ups, there are lots of players moving into this space. What we haven’t seen yet is anyone devote serious advertising dollars to changing the conversation in small business insurance the way that the direct personal lines writers have done over the last decade. With Allstate itself – one of the biggest advertisers in personal lines — moving into the market, this may be about to change,” Josefowicz told Insurance Journal.

www.insurancejournal.com/news/national/2016/10/19/429725.htm

[FlankerStan]

Antwort auf Beitrag Nr.: 52.614.974 von Datteljongleur am 14.06.16 18:10:12

Revenues of Bolt was about 25 million in 2015

ACTUA CORP ACTA
August 05, 2015 - 9:04pm EST by
maggie1002

Although Bolt is currently the Company’s smallest business (at ~$25M in revenue) and the only Actua business not yet profitable or generating free cash flow, it could have the most upside potential. A valuation of Bolt based on recent results will not convey “value”. Bolt’s business model is highly scalable and although the timing of an inflection point of profitability is challenging to predict, I believe the attractiveness of Bolt’s business model will surface with more visibility in 2017.

https://www.valueinvestorsclub.com/idea/ACTUA_CORP/137109

[FlankerStan]

Antwort auf Beitrag Nr.: 54.191.266 von FlankerStan am 29.01.17 21:19:13

Bolt in den ersten neun Monaten von 2016

Revenue Growth: 10% in Q1 2016 compared to Q1 2015
http://www.actua.com/wp-content/uploads/2016/05/Q1-slides-FI…

Revenue Growth: flat in Q2 2016 compared to Q2 2015
http://www.actua.com/wp-content/uploads/2016/08/Q2-slides-Fi…

Revenue Growth: 4% in Q3 2016 compared to Q3 2015
http://www.actua.com/wp-content/uploads/2016/11/Q3-2016-slid…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.191.497 von FlankerStan am 29.01.17 22:39:05

Das sieht aber nach einer guten Entwicklung von Bolt in Q4/2016 aus

"„Bolt had another good quarter from an operating cash flow perspective, reflecting improvement in bookings where cash in received in advance of revenue and also tight cost controls.“

http://www.actua.com/wp-content/uploads/2016/11/ACTA_Final-T…

Denn das heißt ja nichts anderes, als dass da schon Geld geflossen ist, das aber nocht als Ertrag gebucht werden konnte, weil es verursachungsmäßig Q4/2016 oder einem späteren Quartal zuzurechnen ist.

[FlankerStan]

Antwort auf Beitrag Nr.: 54.194.344 von FlankerStan am 30.01.17 12:25:36

Bolt’s 1.5 billion premiums are the 6-fold of Insureon’s 250 million

Total premiums on the platform of Bolt are $1.5 billion as of 9/30/16

http://www.actua.com/wp-content/uploads/2016/11/Q3-2016-slid…

Insureon CEO on Growth, Hockey Pucks and the Perils of Complacency
By Stephanie K. Jones | December 6, 2016

He explained that when he joined Insureon the company had about $20 million in premium after purchasing a small agency in Texas. Setting a premium goal of $25 million, they wrote $25 on a hockey puck to symbolize that goal. Next came a $50 puck, a $75 puck, a $100 puck and so on. Now that the company has surpassed $250 million in premium “we’ve got a lot of hockey pucks,” he said.

http://www.insurancejournal.com/news/midwest/2016/12/06/4337…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Between 6.5 and 7 billion regulatory assets under management of Foliodynamix

$5.5 billion in regulatory assets under management and the acquisition of SAS is expected to add an additional $1 billion in regulatory assets under managements.

http://www.actua.com/wp-content/uploads/2016/11/Q3-2016-slid…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Consumers are demanding digital capabilities to research and purchase insurance direct from carriers

New BOLT® Solutions Survey Finds P&C Insurers’ Core Systems an Obstacle to Achieving Digital Goals
GlobeNewswire•February 1, 2017

NEW YORK, Feb. 01, 2017 (GLOBE NEWSWIRE) -- BOLT® Solutions, Inc. (www.boltinc.com), the leading digital distribution platform for the property and casualty (P&C) insurance industry, recently conducted research on the impact core systems have on P&C insurers’ ability to offer digital shopping and purchasing options to their customers. With respondents including top staff from over 60 leading P&C carriers nationwide, the survey uncovered that the industry feels it is essential to implement digital capabilities, but core systems are hindering progress.

“Consumers are demanding digital capabilities to research and purchase insurance direct from carriers, but insurers continue to struggle to offer these capabilities,” said Eric Gewirtzman, CEO of BOLT Solutions. “For insurers to continue to grow and retain existing customers, they need a digital distribution platform with a rich market network that seamlessly connects to current back-office systems.”

http://finance.yahoo.com/news/bolt-solutions-survey-finds-p-…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

More financial advisors are learning the ABCs of TAMPs

Deborah Nason, special to CNBC.com
Monday, 25 Apr 2016 | 8:00 AM ETCNBC.com
A sharply growing number of financial advisors are outsourcing their asset and investment management to third parties, often referred to as "turnkey asset management programs," or TAMPs.
According to a recent study by Tiburon Strategic Advisors, TAMPs— which provide technology platforms, investment products or a combination of both — have experienced dramatic growth. Since 2011, TAMPs have gone from less than $147 billion in assets (under management or administration) to $1.75 trillion in 2015.

http://www.cnbc.com/2016/04/25/more-financial-advisors-are-l…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

digital-disruption-is-rocking-the-insurance-world

By Ed Leefeldt MoneyWatch January 31, 2017, 5:00 AM

Michael LaRocco, has a blunt message for the insurance industry. “Macy’s, Sears and Kmart are dead. People want to get their products differently,” the CEO of State Auto Financial (STFC) told executives gathered at the Insurance Information Institute’s (III) annual conference in mid-January. “The power of change is coming, and if we fail to see it, we could be dead too.”

http://www.cbsnews.com/news/digital-disruption-is-rocking-th…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Outsourced investment management is becoming a best practice

The secret is outsourcing the investment function, the portfolio that some advisors still believe they get paid to manage. That might have been true a generation ago, but modern client aren’t impressed with an in-house solution. As a result, outsourced investment management is becoming a best practice for most trust companies, broker-dealers, registered investment advisor firms (RIAs) and family offices. The advisors free up time they’d otherwise spend replicating the work of specialists or even automated investment models. Instead of racing robots to the bottom, they’re spending their time gathering assets and achieving new efficiencies of scale.

http://sowellmanagement.com/wp-content/uploads/2016/08/Ameri…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.234.052 von FlankerStan am 03.02.17 17:12:50

"Today, well over 0 billion in client assets run on TAMP platforms.

The largest TAMPs may not be well-known retail brands, but they are powerhouses in the wealth management industry."

http://sowellmanagement.com/wp-content/uploads/2016/08/Ameri…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.237.799 von FlankerStan am 04.02.17 10:11:31

Mehr Details zu Foliodynamix

FOLIODYNAMIX empowers wealth management firms for innovation and growth with a truly unified, secure cloudbased wealth management technology platform and institutional-quality research and investment programs.

Supporting every stage of the wealth management lifecycle, the FolioDynamix platform improves efficiency, eliminates technology silos and delivers a unified view of performance across all account types. The result is better profit margins for you and better service for your clients.

The FolioDynamix TAMP solutions – VisX and Enterprise – are designed to help you attract new clients and grow your business, without adding overhead.

FolioDynamix VisX allows small-to-midsize firms to compete more effectively and accelerate growth, with access to the FolioDynamix technology platform for research, proposal generation and reporting, and connectivity options to three top custodians. Select from a wide range of VisX portfolio allocation strategies or fully-researched individual funds and/or third-party model delivered strategies. The globally-focused portfolio solutions in VisX address different needs based on account size, risk tolerance, tax sensitivity and each client’s level of sophistication. VisX frees up advisors to spend more time with clients and focus on business growth.

FolioDynamix Enterprise TAMP delivers unlimited scalability and the power to customize the solution to your unique needs through a privately-branded wealth management technology platform and multi-custodial connectivity. With access to nearly 500 third-party institutional-grade products (as of December 2015), support for a broad range of account programs (UMA, UMH, SMA, MFW, discretionary and non-discretionary), optional overlay management and a powerful webbased advisor toolset that supports the entire wealth management lifecycle, this is the platform for large enterprise growth.

http://sowellmanagement.com/wp-content/uploads/2016/08/Ameri…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.240.707 von FlankerStan am 04.02.17 21:47:31

Increase of assets under management

from 4.4 billion to 5.5 billion in one year throug orgnaic growth and to more than 6.5 billion trough organic growth and the buy if SAS

Total assets in program: Key Operating Metrics – Enterprise TAMP: $4.4 billion in AUM and $559 billion in AUA as of 9/30/15; VisX: $13.5M in AUM as of 9/30/15
http://sowellmanagement.com/wp-content/uploads/2016/08/Ameri…

$5.5 billion in regulatory assets under management and the acquisition of SAS is expected to add an additional $1 billion in regulatory assets under management
As of 9/30/16 unless otherwise noted
http://www.actua.com/wp-content/uploads/2016/11/Q3-2016-slid…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Insurers that are Already Marketing Online can Leverage Bolt to Sell Online

January 24th, 2017

We wanted to share the following blog post from Actua company, Bolt Inc., which explores why Insurers’ marketing efforts aren’t translating into new customers and blockbuster results. The post looks at this conversion problem and at how a leading digital distribution platform can address the shortcomings of a traditional model and drastically improve results.
http://www.actua.com/insurers-already-marketing-online-can-l…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Customers were more likely to recommend VelocityEHS to a colleague than any other system

VelocityEHS Receives Top Customer Scores in NAEM EHS & Sustainability Software Report

CHICAGO, Feb. 07, 2017 (GLOBE NEWSWIRE) -- VelocityEHS, the leading cloud environment, health, safety (EHS) and sustainability software provider, received high satisfaction scores for ease of use, speed of implementation, integration and customer service in the recently-released EHS & Sustainability Software Ratings Report conducted by the National Association for Environmental Management (NAEM). The inaugural rating survey was designed to help EHS and sustainability professionals make more informed decisions about their own software purchases from the users’ perspective.
NAEM’s Software Ratings Report is the only third-party evaluation of customer satisfaction with specific software capabilities, user adoption and customer service from the perspective of in-house EHS and sustainability leaders. The report found that customers were more likely to recommend VelocityEHS to a colleague than any other system surveyed.
http://finance.yahoo.com/news/velocityehs-receives-top-custo…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.260.849 von FlankerStan am 07.02.17 16:26:18

VelocityEHS also received top scores in the following categories:

• Speed of implementation

• User configuration flexibility

• Customer service

“The satisfaction of our customers is our number one goal. The results of this survey confirm our belief that people want EHS software that is easy to use, quick to implement, affordable, and provides the simplest, most engaging user experience,” said Glenn Trout, president and CEO of VelocityEHS. “Our software works because it’s made for the people who use it, and more people use VelocityEHS than any other EHS provider.”

http://finance.yahoo.com/news/velocityehs-receives-top-custo…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bundle Up to Avoid the Customer Cold Shoulder

A quick search of the internet will tell you that customers are interested in bundling their P&C insurance coverage. Leading sources trusted by consumers for savvy advice on wise spending, such as Nerd Wallet and Investopedia, have all addressed the issue. Even Nasdaq has something to say, touting the money-saving advantages of bundling.
While reducing the cost of insurance by tapping into multi-policy discounts seems to be the common message from most advice gurus, for the majority of consumers, there is more to bundling than meets the eye. A J.D. Power survey revealed that nearly 80% of consumers want to bundle coverage with a single insurer, but satisfaction with their carrier or agent plays a key role in whether they decide to purchase more products. In short, when customers find an insurer that exceeds their expectations, they want to stick with them, but when insurers fail to offer the level of service customers expect, they turn a cold shoulder, refusing to impart with additional dollars.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Dimensional Fund had increased the ownership in the quarter with the Durch Auction:

Owner Name
Date
Shared Held
Change (Shares)
Change (%)
Value (in 1,000s)

DIMENSIONAL FUND ADVISORS LP
12/31/2016 2,390,957 160,963 7.22 33,593

Read more: http://www.nasdaq.com/symbol/acta/institutional-holdings#ixz…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

My estimate for the revenues in 2017 = 135 million as the result of organic growth.

The buy of tuck-inn's can increase this amount.

VelocityEHS: 57 million

Foliodynamix: 38 million

Bolt: 40 million


My estimate for the multiples of the revenues of the three core-companies:

Velocity = 4.5-times-revenus = 4.5 * 57 = 256 million

Foliodynamix = 4.5-times-revenues = 4.5 * 38 = 171 ,million

Bolt = 5.5-times-revenues = 5.5 * 40 million = 220 million


The result of an addition of the revenues of the three core-companies is about 650 million (for lower than 100% ownership of the 3 core-companies I ignore the ownership in the venture capital-companies). And I add about 50 Million of cash = a fair value of about 700 million.

[FlankerStan]

Antwort auf Beitrag Nr.: 54.295.334 von FlankerStan am 10.02.17 22:44:49

Inzwischen 12,500 customers

VelocityEHS is a leading provider of cloud-based environment, health and safety (EHS) software. Its comprehensive software platform and innovative mobile solutions aim to make enterprise-level EHS functionality accessible and affordable to businesses of all sizes, helping them solve complex compliance and regulatory challenges in simple ways. Today, more than 12,500 customers worldwide, from virtually every industry, trust VelocityEHS and its solutions to improve EHS performance.

http://www.actua.com/velocityehs-receives-top-customer-score…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Get Customers What They Want, When They Want It

Consumers have grown accustomed to an easy-to-navigate, information-rich shopping experience and multiple channels to research, read reviews, compare options and consider solutions before purchasing. They expect the same from their insurer.

Over $500 billion in premiums will go to insurance companies that have an omni-channel distribution solution. These days, consumers want instant access to information, quotes and purchasing. The BOLT Platform™ offers you everything required to quickly implement a comprehensive omni-channel distribution solution. You could say its customer-pleasing power right out of the box.

And in case you needed another reason; here are some more advantages to implementing The BOLT Platform.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Aktienzahl

Wenn 11,4% gleich 4,588,094 shares sind, geht man von 39.552.634 ahares aus

Based on the final count by the depositary for the tender offer, Actua accepted for payment an aggregate of 4,588,094 shares of its common stock at a purchase price of $14.00 per share, for an aggregate purchase price of approximately $64.2 million, excluding fees and expenses

Davon abweichend werden 36,776 Millionen Aktien angeführt, die für den Gewinn pro Aktie maßgeblich sind und die ich für die Bewertung der Aktien als geeigneter ansehe.

Shares used in calculation of GAAP net income (loss) per share attributable to Actua:
Q3/2016
Basic 36,776
Diluted 36,776


http://www.actua.com/actua-announces-final-results-tender-of…

http://www.actua.com/wp-content/uploads/2016/11/Q3-2016-Rele…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.308.798 von FlankerStan am 13.02.17 17:13:38

Valuation basing after my estimate on 31 million shares

Valuation basing after my estimate on 31 million shares

In the report about Q3/2016 were 36.776 million shares published

Shares used in calculation of GAAP net income (loss) per share attributable to Actua:

Q3/2016
Basic 36,776
Diluted 36,776

I believe, that his number is more reprensentative for the valuation.

http://www.actua.com/actua-announces-final-results-tender-of…

http://www.actua.com/wp-content/uploads/2016/11/Q3-2016-Rele…

If we now subtract the 4,588,094 repurchased shares from the Tender Offer, there are about 32.2 million, and I believe, that Actua had bought back additional more than 1 million shares after the Dutch Tender = 31 million share.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Actua to Announce Fourth Quarter and Year End 2016 Results Thursday, March 9th Before Market Open

Actua Corporation (ACTA), the multi-vertical cloud company, will release the financial results for its fourth quarter and full-year ended December 31, 2016 on Thursday, March 9, 2017, before the market opens.

http://finance.yahoo.com/news/actua-announce-fourth-quarter-…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

All that happened by Foliodynamix in Q4/2016

FolioDynamix
lnkd.in/dePJ7Z9
PlanMember Services Chooses FolioDynamix for Technology, Trading Support
foliodynamix.com
November 30, 2016 10:14 pm CARPINTERIA, Calif. and NEW YORK, November 29, 2016 – California-based PlanMember Services is in the midst of rolling out the FolioDynamix platform to hundreds of representatives across the country.

FolioDynamix
lnkd.in/gw9Q3XR
FolioDynamix Announces Collaborative Partnership with PIEtech Enhancing Comprehensive DOL Solution
foliodynamix.com
November 16, 2016 4:50 pm FolioDynamix, a leading provider of wealth management technology and advisory services, today announced a collaborative integration with PIEtech, the creator of MoneyGuidePro, the award-winning financial planning solution.....

FolioDynamix
Excited to work with new client HD Vest to help solve for DOL Fiduciary Rule challenges! lnkd.in/eCyQe-U
Blucora and FolioDynamix Partner to Offer Account Management Solution for HD Vest Advisors
foliodynamix.com
November 7, 2016 6:13 pm Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled financial solutions to consumers, small businesses and tax professionals, today announced a partnership with FolioDynamix, a leading provider of wealth...

FolioDynamix
Excited for the new opportunities this acquisition brings for our firm and our clients! lnkd.in/edKvvP3
FolioDynamix Announces Acquisition of Summit Advisor Solutions
foliodynamix.com
November 2, 2016 8:14 pm FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the acquisition of the assets of Summit Advisor Solutions (“SAS”), a Dallas-based firm focused on providing advisory...

FolioDynamix
Happy to be recognized as the best digital solution at WealthManagement.com’s annual awards gala event held in New York last week! We were also a finalist in a second category, Best Provider: Portfolio Management, Accounting, and Performance Reports. The award recognized the integration robo functionality into a single platform with access to a range of managed account options, including Rep as PM. More here: lnkd.in/eeG9TUA FolioDynamix
lnkd.in/dePJ7Z9
PlanMember Services Chooses FolioDynamix for Technology, Trading Support
foliodynamix.com
November 30, 2016 10:14 pm CARPINTERIA, Calif. and NEW YORK, November 29, 2016 – California-based PlanMember Services is in the midst of rolling out the FolioDynamix platform to hundreds of representatives across the country.

FolioDynamix
lnkd.in/gw9Q3XR
FolioDynamix Announces Collaborative Partnership with PIEtech Enhancing Comprehensive DOL Solution
foliodynamix.com
November 16, 2016 4:50 pm FolioDynamix, a leading provider of wealth management technology and advisory services, today announced a collaborative integration with PIEtech, the creator of MoneyGuidePro, the award-winning financial planning solution.....

FolioDynamix
Excited to work with new client HD Vest to help solve for DOL Fiduciary Rule challenges! lnkd.in/eCyQe-U
Blucora and FolioDynamix Partner to Offer Account Management Solution for HD Vest Advisors
foliodynamix.com
November 7, 2016 6:13 pm Blucora, Inc. (NASDAQ: BCOR), a leading provider of technology-enabled financial solutions to consumers, small businesses and tax professionals, today announced a partnership with FolioDynamix, a leading provider of wealth...

FolioDynamix
Excited for the new opportunities this acquisition brings for our firm and our clients! lnkd.in/edKvvP3
FolioDynamix Announces Acquisition of Summit Advisor Solutions
foliodynamix.com
November 2, 2016 8:14 pm FolioDynamix, a leading provider of wealth management technology and advisory services, today announced the acquisition of the assets of Summit Advisor Solutions (“SAS”), a Dallas-based firm focused on providing advisory...

FolioDynamix
Happy to be recognized as the best digital solution at WealthManagement.com’s annual awards gala event held in New York last week! We were also a finalist in a second category, Best Provider: Portfolio Management, Accounting, and Performance Reports. The award recognized the integration robo functionality into a single platform with access to a range of managed account options, including Rep as PM. More here: lnkd.in/eeG9TUA

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

The five biggest institutional owner had not reduced in Dutch Offering:

The five biggest institutional owner had not reduced in Dutch Offering:

109 Institutional Holders
25,565,842 Total Shares Held

Owner Name
Date
Shared Held
Change (Shares)
Change (%)
Value (in 1,000s)
FMR LLC
12/31/2016
5,921,628
(4,605)
(0.08)
84,383
VANGUARD GROUP INC
12/31/2016
2,742,065
41,140
1.52
39,074
CAPITAL WORLD INVESTORS
12/31/2016
2,602,000
0
0.00
37,079
DIMENSIONAL FUND ADVISORS LP
12/31/2016
2,390,957
160,963
7.22
34,071
BLACKROCK FUND ADVISORS
12/31/2016
1,184,850
182,253
18.18
16,884

Read more: http://www.nasdaq.com/symbol/acta/institutional-holdings#ixz…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Competitor von Bolt mit zehnfachem Umsatz-Multiple

Fiscal 2016 Financial Highlights of Guidewire (Market-Cap: 4.1 billion)


Revenue: Total license revenue for fiscal year 2016 was $219.8 million, an increase of 23% from fiscal year 2015. License revenue for fiscal year 2016 included perpetual licenses of $11.3 million compared with $9.8 million for fiscal year 2015. Maintenance revenue was $59.9 million, an increase of 20% and services revenue was $144.8 million, a decrease of 4%. Total revenue for fiscal year 2016 was $424.4 million, an increase of 12% from fiscal year 2015. Rolling four-quarter recurring term license and maintenance revenue was $268.4 million, an increase of 22% compared to fiscal year 2015.

https://www.guidewire.com/about-us/news-and-events/press-rel…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Top Insurers Beat the Barriers to Growth

February 21st, 2017
Top Insurers Beat the Barriers to Growth
Today we wanted to share the following blog post from Actua company Bolt Solutions. This post looks at how technological advances and new InsurTech start-ups are bringing about a customer-centric revolution in the P&C insurance space and how top insurers are beating barriers to innovation with a leading digital distribution platform.

For traditional P&C insurers, business growth can be difficult in the current market. According to a recent report by EY, “…advances in technology and the growth of InsurTech are raising customer expectations for greater innovation.” They are also eliciting a more customer-centric environment. As P&C insurers adapt to the new market challenges, innovation in the areas of product offerings and the customer experience will be critical to growth.

http://www.actua.com/top-insurers-beat-barriers-growth/

[FlankerStan]

Antwort auf Beitrag Nr.: 54.375.376 von FlankerStan am 21.02.17 18:47:55

right digital distribution platform opening doors  

Next important message: "According to J.D. Power, 78% of consumers want to purchase all of their insurance coverage from one insurer, meaning the time for carriers to enhance product selection is now.[ii] The right digital distribution platform has insurers opening the doors to new products and markets fast, with several top-line benefits.”

www.actua.com/top-insurers-beat-barriers-growth/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Let VelocityEHS Help!

Quad-O compliance is a big challenge for companies in the oil and gas industry. VelocityEHS offers a comprehensive suite of EHS management software solutions designed to dramatically reduce the time, effort, and cost required to meet Quad-O and other air emissions standards. The VelocityEHS Air Emissions solution uses OSIsoft© PI to interface directly with your CPMS remote sensor arrays, automatically collecting and recording emissions monitoring data. Integrated PDF data collection forms give field technicians the ability to record leak inspection results and other emissions unit data using their tablet or smartphone, and instantly upload it to your central database via the cloud. The system’s proprietary calculation engine and built-in library of industry-standard emissions factors and formulas lets you perform complex emissions calculations in real-time. You can then automatically generate emissions reports to make compliance with Quad-O, Title V permits, NSPS, NESHAPs, emissions trading programs, GHGRP Subpart W requirements, and a whole host of air emissions standards easier than ever before.

In addition, the VelocityEHS Audit & Inspection solution gives you an all-in-one system to help schedule, manage and document your LDAR programs, streamline compliance with leak detection and repair requirements, and enhance the safety of both your crews and the communities you serve. Combined with our Corrective Action management solution, you’ll have everything you need to schedule affected facility inspections, document inspection findings, assign and track corrective actions, send escalating notifications for inspection and repair deadlines, and document it all to ensure compliance with Quad-0 recordkeeping requirements

https://www.ehs.com/2017/02/quad-o-epa-methane-emissions-sta…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Addepar and FolioDynamix team up

Addepar and FolioDynamix team up
February 21, 2017 — 7:52 PM CET by Graham Thomas

New combo
Addepar and FolioDynamix announced a surprising collaboration of their technologies brokered by Dynasty Financial Partners -- that in effect turns them into a TAMP.

"Dynasty saw something we didn’t see ourselves, that we have two great firms but have an opportunity to create something better together," said Sean Mullen, senior vice president of business development at FolioDynamix. "The request boiled down to combining the sleeve level performance reporting capabilities of Addepar on a FolioDynamix UMA.”

Will Armenta, Addepar's head of market development, added, “Our mutual customers are already realizing great value, and we expect more to come."

http://riabiz.com/a/2017/2/21/an-e-marriage-of-schwab-and-fi…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Pflichtlektüre hinsichtlich der Core-Company Bolt

http://www.ftpartners.com/docs/FTPartnersResearch-InsuranceT…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Pflichtlektüre zu Bolt

http://blog.boltinc.com/insurance-distribution-solution-blog

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Low Risk, High Returns with Bolt

Investing in the right digital distribution platform is a low risk, high return solution for insurers looking to meet the more customer-focused standards of today’s consumers. By offering a wide range of insurance products – from the traditional auto and homeowner, to the new-age pet and pay-as-you-drive policies—insurers can gain a 90% share of wallet and grow revenue 24% in five years.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.439.923 von FlankerStan am 01.03.17 14:57:29

Digitally mature carriers grow revenue 1.5 times faster

According to McKinsey, digitally mature carriers grow revenue 1.5 times faster than their less enabled counterparts,[ii] putting pressure on insurers who want to stay in the game to evolve into top digital performers. Not content to wait for systems upgrades or piecemeal efforts to reach this level of digital prominence, leading insurers are adopting a digital distribution platform that seamlessly connects to back-office systems and offers a robust market network of coverage options, enabling insurers to extend product choice to their customers.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

App for recording and reporting workplace incidents

February 26, 2017

Recordkeeping VelocityEHS

The VelocityEHS Mobile App gives every worker the ability to instantly record and report workplace incidents, near misses and hazards as they occur – when the information is most accurate – and to use the device’s camera and voice-to-text features to capture the incident details at the source. The mobile app is available for iPad and iPhone (iOS 7 and later), and Android smartphones and tablets (4.4 and later). VelocityEHS customers can download the app from the Apple or Android store for free.

http://www.safetyandhealthmagazine.com/articles/15340-app-fo…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.466.206 von FlankerStan am 04.03.17 18:36:27

The New EPA Final Rule on Refrigerant Management

EPA recently issued a final rule that updates refrigerant management requirements under Section 608 of the Clean Air Act. The rule, which was published in the Federal Register on November 18, 2016 and is now in effect as of January 1, 2017, extends existing requirements and sales restrictions for ozone depleting refrigerants to certain substitutes, lowers leak rate thresholds that trigger repair requirements, and establishes new reporting, recordkeeping and inspection requirements.
If your business operates or services larger refrigerant containing equipment, there is a good chance that this new rule will impact you.

Let VelocityEHS Help
The new final rule creates new compliance obligations for owners/operators of refrigerant containing equipment as well as technicians, but with the right tools in place, you will be ready to meet these requirements. The VelocityEHS Audit & Inspection solution lets you efficiently schedule and track the leak-rate inspections required by the rule, and is fully integrated with our Corrective Action solution so you’ll be able to easily manage all follow-up activity, including repairs necessary to reduce leak rates. With our Compliance Management solution, you’ll be able to track all of the due dates and other requirements you and your workforce must manage to comply with the final rule. Our solutions are designed with the needs of users like you in mind, and make it easier than ever to meet the challenges of a changing regulatory landscape and establish yourself as an EHS leader.

https://www.ehs.com/2017/03/new-epa-final-rule-refrigerant-m…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Net income of 75 million in 2016

After 9 months in 2016 Actua published a net loss of about 37 million.

http://www.actua.com/wp-content/uploads/2016/11/Q3-2016-Rele…

Through the sale of Govdelviery we will see a change to a net income of about 75 million in 2016.
See Less

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

BOLT Platform: more than 75,000 sales professionals and Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07.4B in annual premium

The BOLT Platform at a glance: more than 75,000 sales professionals, over 5,500 product integrations across 50 states and $1.4B in annual premium flowing through the system.

http://finance.yahoo.com/news/bolt-solutions-releases-bolt-8…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bolt generiert fast das Sechsfache an Versicherungsprämien als dieser häuig angeführte Start-Up Insureon

Chicago-based Insureon Holdings is an instech company composed of Insureon, a retail small-business insurance agency; Insurance Noodle, a wholesale brokerage; and Insureon Underwriting Managers, an MGA. The firm said it has grown 30 percent in 2016, writing some $240 million in premium.
Last October, venture capital firm Oak HC/FT gave Insureon $31 million in new funding. Patricia Kemp, general partner at Oak HC/FT, joined the Insureon board of directors at that time.

http://www.insurancejournal.com/news/national/2016/07/25/421…


The BOLT Platform at a glance: more than 75,000 sales professionals, over 5,500 product integrations across 50 states and $1.4B in annual premium flowing through the system.

http://finance.yahoo.com/news/bolt-solutions-releases-bolt-8…
00

[FlankerStan]

Q4-and-Full-Year-2016-slides

http://www.actua.com/wp-content/uploads/2017/03/Q4-and-Full-…

[FlankerStan]

About Organic Growth

Jeff Van Rhee
Yeah, that makes sense. A couple of last numbers related clean ups here, what was the organic growth for Q4 and what's embedded in the '17 guide organic and then last one just Kirk, on the gross margin, obviously very nice performance here on gross margin. How do you think about gross margins as we go into '17?

Kirk Morgan
I'll take the latter and I'll go before, I think margins I would think probably stay roughly the same on an annual basis, maybe tick-up a little bit, Jeff, but not a tremendous leverage there, with more of the leverage coming in the sales and marketing and G&A lines as we think about '17.
Organic growth, it was slightly less than the 15% for Q4 and that would be slightly lower but not tremendously lower for the full year of '17 versus the 14% and 19%.

http://seekingalpha.com/article/4053885-actuas-acta-ceo-walt…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Was Bolt leistet  

The digital distribution platform works with existing technology and gives the insurers all of the piecemeal advantages of a disruptor in a single package:

Product personalization: Access to a market network of products, giving insurers the power to bundle offerings from other carriers with their own—consumers and agents compare products and pricing to create the right insurance solution, even meeting critical price points and finding protection for unusual items. Best of all, quoting and purchasing of multiple products takes place in a single transaction, eliminating the need to shop different insurance providers.

Operational effectiveness: Strong digital capabilities that allow customers to buy direct while uniting customer data behind a single console, streamline agent and underwriter functions for improved efficiency and reduced operational costs.

Mobile offerings: The platform is channel rich, giving insurers the ability to merge traditional and modern means of customer engagement.

Personal and commercial solutions: The platform even offers solutions for both personal and small businesses, giving consumers the ability to purchase a vast selection of products through digital channels to meet all of their insurance needs.

www.actua.com/insurtech-inspired-trends-watch-2017/14:13
#8761
The digital distribution platform works with existing technology and gives the insurers all of the piecemeal advantages of a disruptor in a single package:

Product personalization: Access to a market network of products, giving insurers the power to bundle offerings from other carriers with their own—consumers and agents compare products and pricing to create the right insurance solution, even meeting critical price points and finding protection for unusual items. Best of all, quoting and purchasing of multiple products takes place in a single transaction, eliminating the need to shop different insurance providers.

Operational effectiveness: Strong digital capabilities that allow customers to buy direct while uniting customer data behind a single console, streamline agent and underwriter functions for improved efficiency and reduced operational costs.

Mobile offerings: The platform is channel rich, giving insurers the ability to merge traditional and modern means of customer engagement.

Personal and commercial solutions: The platform even offers solutions for both personal and small businesses, giving consumers the ability to purchase a vast selection of products through digital channels to meet all of their insurance needs.

www.actua.com/insurtech-inspired-trends-watch-2017/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

How Innovative are InsurTech Disruptors?

It seems that before insurers could fully adapt to the digital revolution, an onslaught of new entrants came on the scene. Digitally adept and naturally in touch with the customer-centric movement now in process, they had no need to overhaul aging systems or adapt internal cultures to meet the evolving demands of consumers. As they continue to enter the market imbued with digital capabilities and head-turning products, the pace of change is accelerating, and while traditional insurers are challenged to keep up, InsurTech Disruptors might not be as forward-thinking and disruptive as they seem.

Looking at the InsurTech Innovators
PwC reports that nearly three-quarters of insurers predict disruption to their business over the next five years from the InsurTech movement, but less than half have plans to partner with an InsurTech,[iii] possibly because the lines have not been successfully drawn around Innovators and Disruptors. InsurTech Innovators realize that traditional carriers have the brand awareness and customers to take the market by storm. All they need are the right digital capabilities and product selection.
One InsurTech Innovator has been helping insurers evolve into top digital performers that outcompete against the disruptors through leading-edge digital capabilities and greater product selection. The digital distribution platform works with existing technology and gives the insurers all of the piecemeal advantages of a disruptor in a single package:
http://www.actua.com/insurtech-inspired-trends-watch-2017/

[FlankerStan]

Antwort auf Beitrag Nr.: 54.591.585 von FlankerStan am 22.03.17 18:11:05

future-of-insurance-is-insurtech

http://www.finsmes.com/2016/11/the-future-of-insurance-is-in…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.591.585 von FlankerStan am 22.03.17 18:11:05

Partner with InsurTech Innovators to Secure Customer Wallet-Share from Disruptors

March 15, 2017

InsurTech is taking the P&C Insurance industry by storm. New market entrants looking to disrupt the industry and take a piece of incumbents’ customer wallet-share are a hot topic among insurance executives and consumers alike. As mentioned in a previous blog, InsurTech-Inspired Trends to Watch in 2017, InsurTech Disruptors challenge existing insurers by offering consumers complete digital purchasing capabilities, not to mention attractive and unique personalized coverage options. What they don’t offer is the established stability and longevity of traditional insurers.

The attention that disruptors receive in today’s market may cause an incumbent to wonder how they can position themselves to achieve the highest level of competitive advantage. The answer: collaborate with a best-fit InsurTech Innovator. Innovators value the qualities that have made incumbents leaders for decades and stand ready to arm them with the digital capabilities and product choice they need to outcompete with disruptors.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Inzwischen wird für Insurtech massiv gezahlt

https://thetechportal.com/2017/03/14/simply-business-insurte…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Partnering with an InsurTech Innovator like Acuta!s Bolt

March 22, 2017

P&C Insurers, The Future Is Yours: Partnering with InsurTech Innovators
The explosion of the on-demand economy has created opportunities for a new generation of disruptors in the insurance industry. These InsurTech start-ups have successfully attracted media attention and investor funding, and they aim to take wallet-share from incumbents by digitally distributing fresh, P&C insurance products to customers seeking a more streamlined, personalized way to buy insurance.

On the other hand, InsurTech Disruptors lack the brand recognition, financial strength and customer base of incumbent insurers, making it challenging to grow and scale to meet the multi-product, omni-channel desires of today’s consumers.

In this environment, existing insurers have an advantage, but need significant digital strength and advanced product selection to see it through. Partnering with an InsurTech Innovator positions incumbents to capitalize on forward-thinking technologies to compete against these new market entrants.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

VelocityEHS Highlights New Strategies at 2017 Applied Ergonomics Conference

CHICAGO, March 23, 2017 (GLOBE NEWSWIRE) -- VelocityEHS, the leading cloud EHS & sustainability software provider, is showcasing its game changing ergonomic software at the 2017 Applied Ergonomics Conference next week. The annual event brings together EHS professionals from around the globe, and VelocityEHS (booth #313) will be introducing employers to new strategies for training thousands of workers across multiple locations at the same time for less than it costs to support traditional live coaching programs at a single location.

http://finance.yahoo.com/news/velocityehs-highlights-strateg…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

IT-as-a-service: the half trillion $-niche

https://www2.deloitte.com/content/dam/Deloitte/ec/Documents/…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.610.665 von FlankerStan am 25.03.17 09:36:08

Bolt ist sehr gut in der Spur

Distribution costs key to first wave of InsurTech
Matthew Neill 21 March 2017

InsurTech firms are targeting distribution in their first wave of disruption, and the polite, gentlemanly nature of their entry into insurance is unlikely to last long, speakers warned at The Insurance Insider's inaugural InsiderTech event.

The event, held in New York last week (16 March), brought together representatives from (re)insurers, start-ups and venture funds to debate the role of established industry players in spurring innovation, as well as where InsurTech is headed and how carriers will have to adapt.

Matt...

If you are a non-subscriber but would like to be able to view this article, then please go to our Publications page for further information on joining our readership

http://www.insuranceinsider.com/-1265888/10

[FlankerStan]

Antwort auf Beitrag Nr.: 54.610.716 von FlankerStan am 25.03.17 09:49:30

Ein reichhaltiges Angebot

https://www.linkedin.com/company/bolt-insurance-agency

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

400 Millionen allein für Bolt, wenn die so bewertet würden wie der Competitor Guidewire

, der bei 10-fachem Umsatz auf eine Marktkapitalisierung von 4,1 Milliarden kommt.


Guidewire Software tops Street 2Q forecasts

March 2, 2017
FOSTER CITY, Calif. (AP) _ Guidewire Software Inc. (GWRE) on Thursday reported fiscal second-quarter earnings of $4 million.
The provider of software to the insurance industry posted revenue of $115.6 million in the period, which also topped Street forecasts. Three analysts surveyed by Zacks expected $108.7 million.
For the current quarter ending in May, Guidewire Software expects its results to range from a loss of 5 cents per share to a loss of 2 cents per share.
The company said it expects revenue in the range of $102 million to $106 million for the fiscal third quarter. Analysts surveyed by Zacks had expected revenue of $111.2 million.
Guidewire Software expects full-year earnings in the range of 67 cents to 74 cents per share, with revenue ranging from $491 million to $499 million.
http://finance.yahoo.com/news/guidewire-software-tops-street…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Über das Umfeld von Foliodynamix

https://www.capgemini.com/resource-file-access/resource/pdf/…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Die beste aller Welten für Bolt

Almost half the survey respondents (49 per cent) expected to make an acquisition to acquire digital technologies in the next three years, and nearly all respondents (94 per cent) thought distribution is where digital technologies will make the greatest impact in the next five years.

http://rdt.co.uk/technology-partnership-is-the-best-alternat…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Actua Corporation had its “outperform” rating reiterated by analysts at Barrington Research.

03/10/2017 – Actua Corporation had its “outperform” rating reiterated by analysts at Barrington Research. They now have a USD 17 price target on the stock.

http://newsden.net/analysts-price-targets/actua-corporation-…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

The Bolt Platform acts as a Bridge

banking-insurance.cioreview.com/vendor/2015/bolt_solutions

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

More concrete signs of life from Anthem Venure in newest 10K from Actua

„Actua owns approximately 9% of Anthem Ventures Fund, L.P. (formerly eColony, Inc.) and Anthem Ventures Annex Fund, L.P. (collectively, "Anthem"), which invest in technology companies. Actua acquired its interest in Anthem in 2000 and currently has no carrying value in Anthem. Accordingly, the receipt of distributions from Anthem by Actua would result in a gain at the time Actua receives those distributions. During the year ended December 31, 2015, Actua received a distribution from Anthem that resulted in proceeds of $1.0 million , and recorded a gain in that amount. In March 2017, Actua received a distribution from Anthem of both shares and $866 thousand of cash. A gain will be recognized during the first quarter of 2017 for the value of the cash and shares received. See Note 13 , " Other Income (Loss), Net ," for additional information.“

http://icge.ir.edgar-online.com/fetchFilingFrameset.aspx?Fil…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.702.728 von FlankerStan am 08.04.17 14:33:58

Das sagt anthem Venture momentan über sich

We invest primarily in early stage Series A and B technology companies. Our typical deal size is initial investment between $1,000,000 and $5,000,000 with reserve for follow-on investments. We are active investors who almost always lead or co-lead and take a board seat. Our focus is primarily on Southern California investments.

So what makes us unique? We take every investment very personally. We fight to the death for our founders and our companies. We are not building a portfolio, we are building relationships with founders who want to do big things. If we invest in 10 deals we expect all 10 to work. We take losses as hard as you do. We try to work as hard as the successful entrepreneurs we’re fortunate to work with and we tend to be the go-to guys to support our founders when things are going wrong.

We’re always looking for that unique blend of talents that we think define a true entrepreneur. We are contrarian investors who look at under the radar opportunities and stay away from areas we think are crowded.

http://anthemvp.com/about/

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Fidelity, Vanguard and Blackrock owning together 33,94% of the outstanding share and more, if the

repurchase was going on.

Fidelity owning 17,4% of the shares of Actua

– not only 15% like yahoo reporting, because Yahoo ignoring the repurchase of about 6 million shares. By a relation of 5,921,628 shares of Fidelity ansd 34.05 million outstanding shares the result for the ownership of Fidelity is 17.4%.
Top Institutional Holders
Holder Shares Date Reported % Out Value
FMR, LLC 5,921,628 ‎Dec‎ ‎31‎, ‎2016 15.00% 82,902,792

http://finance.yahoo.com/quote/ACTA/holders?p=ACTA
Vanguard owning 8,06%

Owner Name
Date
Shared Held
Change (Shares)
Change (%)
Value (in 1,000s)

VANGUARD GROUP INC
12/31/2016 2,742,065 41,140 1.52 38,389

Read more: http://www.nasdaq.com/symbol/acta/institutional-holdings#ixz…
Blackrock owning 2.886 million shares = 8,48% of the outstanding 34.05 million shares
Owner Name
Date
Shared Held
Change (Shares)
Change (%)
Value (in 1,000s)

BLACKROCK FUND ADVISORS
12/31/2016 1,184,850 182,253 18.18 16,588
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
12/31/2016 1,041,827 (10,161) (0.97) 14,586

Read more: http://www.nasdaq.com/symbol/acta/institutional-holdings#ixz…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

The expanding use of the BOLT Platform over the past year has skyrocketed,

resulting in BOLT’s continued momentum:

- Annualized opportunities flowing through the platform up to 4.1 million in 2016 compared to 1.9 million in 2015

- Carrier connections grew to 5,557 in 2016 from 4,900 in 2015

- Users on the platform increased to 75,000 in 2016 from 50,000 in 2015

http://blog.boltinc.com/insurance-distribution-platform-news…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Actua to Announce First Quarter 2017 Results Thursday, May 4th Before Market Open

RADNOR, Pa., April 20, 2017 (GLOBE NEWSWIRE) -- Actua Corporation (ACTA), the multi-vertical cloud company, will release the financial results for its first quarter ended March 31, 2017 on Thursday, May 4, 2017, before the market opens.

finance.yahoo.com/quote/ACTA/community?p=ACTA

[FlankerStan]

Antwort auf Beitrag Nr.: 54.768.856 von FlankerStan am 20.04.17 18:35:20

Bolt is on the way to an Unicorn too

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

InsurTech Summit Part 8: Who'll Be the Next InsurTech Unicorn?
Where are early stage investors placing their bets? Learn about startups that have the potential to disrupt (or flame out). Panel Speakers: Josh Nussbaum, Me...

"Our strong growth underscores our position as an InsurTech innovator committed to partnering with P&C incumbents to turn industry disruption into strategic advantage," said Eric Gewirtzman, CEO, BOLT Solutions. "Insurance companies, once considered to be late adopters, now have all the tools they need to evolve with the rapidly changing expectations of the insurance consumer. We recognize the native advantages of existing insurers and build on their inherent strengths
Less

InsurTech Summit Part 8: Who'll Be the Next InsurTech Unicorn?
Where are early stage investors placing their bets? Learn about startups that have the potential to disrupt (or flame out). Panel Speakers: Josh Nussbaum, Me...
www.youtube.com


The expanding use of the BOLT Platform over the past year has skyrocketed, resulting in BOLT’s continued momentum:

- Annualized opportunities flowing through the platform up to 4.1 million in 2016 compared to 1.9 million in 2015

- Carrier connections grew to 5,557 in 2016 from 4,900 in 2015

- Users on the platform increased to 75,000 in 2016 from 50,000 in 2015

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Ein wenig um die Ecke gedacht

•Guidewire Software, which recently backed on-demand personal item insurance app Trov, was the most successful VC-backed insurance tech IPO, with a market cap today of $4.52B. The company’s largest shareholders at the time of IPO were U.S. Venture Partners and Bay Partners.
https://cbi-blog.s3.amazonaws.com/blog/wp-content/uploads/20…

The IPO in 2012 valued Guidewire with 636 million.
https://www.crunchbase.com/ipo/dd2062ccef178f95ed5f65a0eb824…

The multiple of the revenues off Guidewire = 9.2
basing on a market-cap of 4.37 billion and
reveneues between 471.5 - 483.5 million for 2017 (guidance)

Guidewire Software Announces Fourth Quarter and Fiscal Year 2016 Financial Results
Guidewire Software, Inc., (NYSE: GWRE), a provider of software products for property and casualty (P/C) insurers, today announced its financial results for the fiscal fourth quarter and fiscal year ended July 31, 2016.
www.guidewire.com

If the revenues of the Guidance (125 - 130 million) of Actua were value with 9.2 like Guidewire, the market-cap would be 1.173 billion.
This would be by 34 million outstanding shares a share-price of $34.5 – share-price today is about $14.

[FlankerStan]

Future insurance industry growth to hinge on insurtech

Clyde & Co's recently released its annual Insurance Growth Report. As discussed in the report, while mergers and acquisitions in 2016 were down from the prior year, deal activity is expected to be strong in 2017. More interestingly, perhaps, is that future growth in the insurance industry is going to focus on investments in insurance technology.
According to the report, 94% of insurers expect digital transformation to have the greatest impact on their distribution channels in the next five years. With this strength of consensus, it is not surprising that insurtech startups worldwide attracted approximately USD 1.7 billion of investments in 2016.
Insurance companies have been operating in difficult market conditions for several years; with intense competition, pressure on premium rates and prolonged low interest rates, growth has been hard to achieve. Technology will offer a quantum leap in growth by reducing insurers' cost base and at the same time enhancing their productivity and leading to the development of new insurance products and businesses.

Insurtech is a topic that is certain to remain on insurance companies' strategic agendas for the near to medium term. We at Clyde & Co are working on exciting insurtech projects and tracking the legal regulatory developments that will affect the insurtech space in the long run.
http://www.clydeco.com/blog/insurance-hub/article/future-ins…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.613.903 von CloudMOD am 14.06.16 16:25:22

Q1/17 in etwa wie erwartet

https://finance.yahoo.com/news/actua-announces-first-quarter…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Transcript vom Conderence Call

https://seekingalpha.com/article/4069218-actua-corporations-…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Hier auch noch eine Sliide-Presentatioon

http://www.actua.com/wp-content/uploads/2017/05/Q1-2017-Actu…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Am meisten überrascht mich Veolcity positiv,

weil ich hier vermutet hatte, dass die Unternehmen wegen des Regime-Changes in den USA vorerst einmal auf Tauchstation gehen.

Environmental, health and safety compliance platform that enables organizations to meet stringent and costly OSHA requirements

Important Metrics:*

• Revenue Growth: 17% in Q1 2017 compared to Q1 2016 with SaaS revenue growing 18% during the quarter
• Bookings: Grew by 16% in Q1 2017 compared to Q1 2016, with software bookings growing 18%
• New Customer Signings: Added 490 new customers in Q1, bringing the total customer count to ~12,800. Closed 74 platform deals (sold more than one module) and signed 125 upsells of the core chemical management offering in Q1 2017
• In Q1, expanded regulatory consulting services and announced partnerships with two of the largest label manufacturers in North America to expand hazardous chemical labeling options for customers
• Competitive Moat: Database of 11.7 million safety data sheets is a comprehensive web-based library that ensures 100% compliance for companies and continues to expand as new customers come onto the platform
• Operating cash flow positive for Q1 2017

* As of 3/31/17 unless otherwise noted

http://www.actua.com/wp-content/uploads/2017/05/Q1-2017-Actu…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.874.633 von FlankerStan am 05.05.17 15:57:29

Numbers of Foliodynamix are okay

Enables the delivery of client-centric, innovative, scalable wealth management solutions through secure, cloudbased, fully integrated, advisory products and services

Important Metrics:*

• Revenue Growth: 23% in Q1 2017 compared to Q1 2016

• Bookings: Approximately $1.6 million of ARR for Q1 2017

• New Customer Signings: Signed 10 deals in Q1, 8 of which were new customers joining the platform and 2 of which were significant expansions from just the technology platform to include technology and advisory services

• Competitive Moat: Comprehensive, client-centric technology platform with integrated proprietary advisory products; the 8.0 release added significant enhancements to the user interface and additional capabilities such as e-signature, customer portals and a new modular architecture.

• $7.2 billion in regulatory assets under management at the end of Q1 2017 compared to $4.9 billion at the end of Q1 2016

• Operating cash flow positive for Q1 2017

• Multi-year/multi-million dollar contracts

*As of 3/31/17 unless otherwise noted
LessEnables the delivery of client-centric, innovative, scalable wealth management solutions through secure, cloudbased, fully integrated, advisory products and services

Important Metrics:*

• Revenue Growth: 23% in Q1 2017 compared to Q1 2016

• Bookings: Approximately $1.6 million of ARR for Q1 2017

• New Customer Signings: Signed 10 deals in Q1, 8 of which were new customers joining the platform and 2 of which were significant expansions from just the technology platform to include technology and advisory services

• Competitive Moat: Comprehensive, client-centric technology platform with integrated proprietary advisory products; the 8.0 release added significant enhancements to the user interface and additional capabilities such as e-signature, customer portals and a new modular architecture.

• $7.2 billion in regulatory assets under management at the end of Q1 2017 compared to $4.9 billion at the end of Q1 2016

• Operating cash flow positive for Q1 2017

• Multi-year/multi-million dollar contracts

*As of 3/31/17 unless otherwise noted


Quelle: siehe Posting 308

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Excellent development by the number of shares:

:

2016 2017 Q1 Q2 Q3 Q4 Q1
Basic 37,293 36,760 36,776 35,865 32,113
Diluted 37,293 36,760 36,776 35,865 32,113

http://www.actua.com/wp-content/uploads/2017/05/Earnings-Rel…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.880.522 von FlankerStan am 06.05.17 12:38:19

Form 10-Q zum Nachlesen

http://icge.ir.edgar-online.com/efxapi/EFX_dll/EDGARpro.dll?…

[FlankerStan]

Now, we finished the quarter with over 80,000 users on the platform, up from almost 56,000 a year ago. Additionally, annualized opportunities of qualified risk going through the platform grew to $3.5 million at quarter end compared to $2.5 million in Q1 2016. This resulted in 1.4 billion of premiums on the platform.

During the quarter, we saw faster than expected growth with our existing customers. A large top five carrier, which has been growing quickly more than doubled its rate of premium growth from Q4 to Q1, which is well ahead of our plan, another top ten carrier out of fifty seat licenses during the quarter with plans to add additional seats in Q2. In addition, they launched a direct consumer offering through the BOLT platform in March, which is a significant long-term opportunity for BOLT. Finally, care connections were up to almost 5,800 from 5,200 in Q1 2016.

https://seekingalpha.com/article/4069218-actua-corporations-…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Blackrock hat massiv erhöht und zwar um mehr als 2,8 Millionen Aktien auf insgesmat fast 5 Millionen Aktien

Owner Name
Date
Shared Held
Change (Shares)
Change (%)
Value (in 1,000s)

BLACKROCK INC.
03/31/2017 2,661,202 2,652,164 29,344.59§37,124

BLACKROCK FUND ADVISORS
12/31/2016 1,184,850   182,253     18.18§16,529

BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
12/31/2016 1,041,827  (10,161)    (0.97)§14,533


Read more: www.nasdaq.com/symbol/acta/institutional-holdings#ixzz4gyn9GYgF

[FlankerStan]

Antwort auf Beitrag Nr.: 54.938.366 von FlankerStan am 13.05.17 19:17:04

Blackrock wird nur von Fideltiy mit 6 Mio. Aktien übertroffen:

Owner Name
Date
Shared Held
Change (Shares)
Change (%)
Value (in 1,000s)

FMR LLC
03/31/2017
5,921,628
0
0.00
82,607

Read more: www.nasdaq.com/symbol/acta/institutional-holdings#ixzz4gzZ9n23D

[FlankerStan]

Antwort auf Beitrag Nr.: 54.939.938 von FlankerStan am 14.05.17 10:40:50

Aus meinen vorhergenden beiden Posting kann man schließen

dass alleine Blackrock und Fidelity ein Drittel der ausstehenden Aktien halten.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Insurance Innovation Summit Tackles the Future

The Financial Times Live Insurance Innovation Summit: Exploring New Technologies, Products and Processes held in April highlighted the major challenges facing insurance organizations today, mainly the need to embrace new technologies while still foundering under the load of “legacy systems, outdated processes and bloated organizations”. For readers of this blog, this isn’t exactly breaking news, but don’t lose heart. This event was chock-full of powerful insights.

Bringing together leaders from across the insurance spectrum, the event joined carrier executives, solution providers and even a few InsurTech gurus in a candid discussion on where we stand now and how to prepare for the future. So what did the people in the know conclude? Read on to find out.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Tracking the Evolution of Insurance Distribution
Where insurers should focus their resources in the current omni-channel insurance environment was a well-received point of discussion, as Eric Gewirtzman, CEO, BOLT Solutions Inc., applied his expertise on leading insurance distribution solutions. To sum it up, omni-channel is critical, but if insurers approach transformation only from the perspective of adding more channels, their strategy won’t hold for the future. They need to look instead to the consumer revolution underway and incorporate digital distribution into an overall strategy to improve customer satisfaction. So, what lies beyond omni-channel? A robust selection of products and a culture focused on delivering what the customer needs, when they need it.

Quelle: wie letztes Posting

[FlankerStan]

Antwort auf Beitrag Nr.: 52.635.761 von 1erhart am 17.06.16 06:14:48

VelocityEHS Makes In-The-Field Chemical Management Faster and Easier with MSDSonline Mobile App Enhancement

CHICAGO, May 16, 2017 (GLOBE NEWSWIRE) -- VelocityEHS, the leading cloud environment, health, safety (EHS) and sustainability software provider, today announced a new enhancement to its MSDSonline mobile app that significantly improves its users’ mobile chemical management experience. By combining its popular eBinder app and Chemical Inventory Scanning app functionality into a singular SDS/Chemical Management mobile app, employees now have easier on- and off-line access to safety data sheets (SDSs) as well as the ability to quickly scan chemical container barcodes and manage inventory information, all from the palm of their hand while in-the-field.

https://finance.yahoo.com/news/velocityehs-makes-field-chemi…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.939.950 von FlankerStan am 14.05.17 10:43:02

Weiterhin gute Zeiten für Rückkäufe

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

Und Cash ist ja ausreichen da.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Excellent für Bolt

https://www.dig-in.com/news/distribution-holds-lead-as-bigge…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.976.946 von FlankerStan am 19.05.17 09:36:02

solutions around reaching customers through digital channels, claimed 42% of the insurtechs

Distribution remains the most lucrative and active segment of the insurtech market, according to new research from Oliver Wyman.

The management consulting company partnered with Policen Direkt, a life insurance startup in Germany, to take a look at more than 1,000 insurtechs worldwide and get a handle on the market for their joint "Insurtech Caught on the Radar" report. Insurtechs were divided into 19 subcategories, which themselves were grouped into three overarching categories.

Of those three top-level categories, distribution companies working on solutions around reaching customers through digital channels, claimed 42% of the insurtechs, the largest proportion.

https://www.dig-in.com/news/distribution-holds-lead-as-bigge…

[FlankerStan]

Antwort auf Beitrag Nr.: 54.977.183 von FlankerStan am 19.05.17 09:58:25

Da ich es für möglich halte, dass heute auch einige auf dem Board sind, die sich darüber inflrmieren wollen

wie eine schon seit Jahren existierende Insurtech-Plattform funktioniert, die andere erst mit großem Tam-Tam für die Zukunft planen und anschließend am Markt platzieren müssen, solltet man sich in diesem Fall hier erst einmal grundsätzlich umsehen:

https://www.boltinc.com/

[FlankerStan]

Antwort auf Beitrag Nr.: 54.981.638 von FlankerStan am 19.05.17 17:52:04

Excellent für Bolt

https://www.dig-in.com/news/distribution-holds-lead-as-bigge…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Warum Bolt ein Gewinner ist

Distribution remains the most lucrative and active segment of the insurtech market, according to new research from Oliver Wyman.

The management consulting company partnered with Policen Direkt, a life insurance startup in Germany, to take a look at more than 1,000 insurtechs worldwide and get a handle on the market for their joint "Insurtech Caught on the Radar" report. Insurtechs were divided into 19 subcategories, which themselves were grouped into three overarching categories.

Of those three top-level categories, distribution companies working on solutions around reaching customers through digital channels, claimed 42% of the insurtechs, the largest proportion.

https://www.dig-in.com/news/distribution-holds-lead-as-bigge…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Value of Velocity is between 300 and 350 million

Revenues of Velocity will be after my estimates in 2017 about 60 million.

Info 1: Revenues of Velocity was in 2014 more than 34 million
„Revenue has increased about 35 percent annually in recent years and was more than $32 million in 2014, Trout said.“
http://www.chicagobusiness.com/realestate/20151216/CRED03/15…

Info 2: Revenues of Velocity increased to 43 million in 2015 from more than 34 million in 2014
„Revenue Growth: 26% for 2015 compared to 2014“
http://www.actua.com/wp-content/uploads/2016/02/Q4-slides-FI…

Info 3: Revenues of Velocity increased to 51.6 million in 2016 from 43 million in 2015
VelocityEHS’ revenue grew approximately 20% from the prior year, and it finished the year serving close to 12,600 customers; approximately 75% were platform customers, consisting of large and mid-market North American businesses in a wide variety of industries.
http://icge.ir.edgar-online.com/efxapi/EFX_dll/EDGARpro.dll?…

Info 4: Revenues of Velocity will increase to 60 million in 2017 from 51,6 million in 2016 by my very conservativ estimate of 16%-17% growth.

By a valuation like competitor Enablon = 336 million

[FlankerStan]

Antwort auf Beitrag Nr.: 55.016.823 von FlankerStan am 25.05.17 16:17:06

5.6-times-revenues for competitor of VelocityEHS

Summary
On May 31 (2016), the $4.2 billion revenue information solutions provider Wolters Kluwer, announced that it had made a binding offer of $250 million to purchase EH&S, sustainability and risk management software provider Enablon. At a multiple of 5.6 times Enablon?s 2015 revenues, Wolters Kluwer placed a high value on its new acquisition. This reflects Enablon?s success in growing its revenues in double digits for several years, its relentless commitment to product innovation and the success of its ecosystem strategy which has delivered financial success to Enablon and numerous partners. This report helps market participants to understand the terms of the deal, the reasons behind the high valuation and the potential next steps for Enablon as a business unit in the Wolters Kluwer Legal & Regulatory division.

http://research.verdantix.com/index.cfm/papers/Products.Deta…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.016.976 von FlankerStan am 25.05.17 16:44:42

Verdantix forecasts the global EH&S software market will grow at an 11% CAGR from 0 million in 2016

to $1.41 billion in 2020.

http://www.verdantix.com/blog/booming-eh-s-software-market-w…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.017.312 von FlankerStan am 25.05.17 17:43:44

Bolt tritt mit dr Tochter Boltinsurance auch selbst als Makler auf

https://www.boltinsurance.com/

Das ist aber nur der kleinere Teil der Umsatzes.

[FlankerStan]

Antwort auf Beitrag Nr.: 55.026.561 von FlankerStan am 27.05.17 07:20:45

My estimate of the split for the 130 million revenues of the guidance in 2017 are:

My estimate of the split for the 130 million revenues of the guidance in 2017 are:

VelocityEHs = 60 million

Foliodynamix = 40 million

Bolt = 30 million


Mutliples after my estimates for the revenues of

VelocityEHS = 5 = value of 300 million by 60 million revenues in 2017

Foliodynamix = 4.5 = value of 180 million by 40 million revenues in 2017

Bolt = 8 = value of 240 million by 30 million revenues in 2017

[FlankerStan]

Antwort auf Beitrag Nr.: 55.078.774 von FlankerStan am 04.06.17 21:30:24

Actua owning 9% of Anthem Ventures

anthemvp.com/

The active portfolio has 23 companies:

anthemvp.com/company_type/active/

[FlankerStan]

Antwort auf Beitrag Nr.: 55.083.886 von FlankerStan am 05.06.17 21:41:03

Janrain ist eine weitere bedeutende von den 23 Beteiligungen von Anthem Venture:

Founded: 2005
Partnered: 2009

The Janrain User Management Platform (JUMP) helps organizations succeed on the social web by providing leading technology to leverage the popularity of social networks and identities for user acquisition, engagement, and enhanced customer intelligence. The company’s solutions, including social login, social sharing, social profile data collection and storage, access to the social graph, and digital strategy services, improve the effectiveness of online marketing initiatives for leading brands like Fox, Universal Music Group, Whole Foods, Purina, Samsung and Dr Pepper.

Quelle: siehe mein letztes Posting

[FlankerStan]

Antwort auf Beitrag Nr.: 55.083.886 von FlankerStan am 05.06.17 21:41:03

Surf Air ist einer sehr bekannte Beteiligung von den insgesamt 23

Founded: 2012
Partnered: 2012

Surf Air simplifies and enhances the flying experience through an exclusive all-you-can-fly monthly membership—Forbes called us the “future of flying.” Surf Air plans first-class service on executive aircraft to and from convenient local airports in Los Angeles, The San Francisco Bay Area, Monterey and Santa Barbara with extended service planned for Las Vegas, Lake Tahoe and regional markets nationwide. Surf Air offers an attractive and sophisticated travel experience for frequent regional travelers—saving valuable time, eliminating hassle and always flying first-class. For more information, visit www.surfair.com.

http://anthemvp.com/company_type/active/
(und dort Surf Air anklicken)

[FlankerStan]

Antwort auf Beitrag Nr.: 52.617.158 von FlankerStan am 14.06.16 23:33:10

Management hält inzwischen 3,6 Millionen Aktien  

Direct Holders (Forms 3 and 4)
      Name    Shares Date Reported
ALEXANDER DOUGLAS A
 1,326,988 ‎Mar‎ ‎9‎, ‎2017
BUCKLEY WALTER W III
 1,153,833 Mar‎ ‎9‎, ‎2017
BERKMAN DAVID J
   172,742 ‎Jun‎ ‎16‎, ‎2016
GERRITY THOMAS P
   164,064 Jun‎ ‎18‎, ‎2015
MORGAN RAYMOND KIRK
   163,795 ‎May‎ ‎15‎, ‎2017
RINGO PHILIP J
   162,934§ Jun‎ ‎16‎, ‎2016
DECKER THOMAS A
   128,850 Jun‎ ‎16‎, ‎2016
DOWNES DAVID K
   128,162 ‎Jun‎ ‎16‎, ‎2016
HAGAN MICHAEL J
    94,918§ Jun‎ ‎16‎, ‎2016
ADELMAN DAVID J.
    83,308 Jun‎ ‎16‎, ‎2016

finance.yahoo.com/quote/ACTA/holders?p=ACTA

[FlankerStan]

Antwort auf Beitrag Nr.: 55.083.886 von FlankerStan am 05.06.17 21:41:03

Am bekanntesten von den 23 Beteiligungen von Anthem Venture ist vermutlich TrueCar

TrueCar is an information and technology platform that enables its users to communicate with TrueCar Certified Dealers for a hassle-free car-buying experience.

TrueCar is dedicated to removing the complexity from the car-buying process and making it fair. Since 2005 more than 800,000 vehicles have been delivered to TrueCar users by Certified Dealer partners and TrueCar users have collectively saved more than $1.75 billion off of MSRP since inception.


Quelle: http://anthemvp.com/company_type/active/
( und dort True Car anklicken)

[FlankerStan]

Antwort auf Beitrag Nr.: 55.118.521 von FlankerStan am 10.06.17 22:42:23

Auch sehr bekannt von den 23 Beteiligungen von Anthem Venture ist Blurb

Blurb is a creative publishing and marketing platform that unleashes the creative genius inside everyone. Blurb’s platform makes it easy to design, publish, market and sell professional-quality books, using the Blurb Bookify online bookmaking tool, Blurb’s free, award-winning Blurb BookSmart app or by using Blurb’s PDF to Book workflow. Blurb’s bookstore and online marketing tools enable customers to market and sell their books, and keep 100% of their profit. Blurb’s social and community features allow customers to create and share Blurb books among friends and colleagues with ease.

Blurb was founded by Eileen Gittins in 2005, and includes a team of design, Internet and media veterans who share a passion for helping people bring their stories to life. In 2010, Blurb shipped over 1.4 million books to 69 countries. In 2010, Blurb was ranked the fastest growing media company on the Inc. 500. Blurb is based in San Francisco with offices in London.

http://anthemvp.com/company_type/active/
(und dort Blurb anklicken)

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

We are Foliodynamix

https://www.themuse.com/companies/foliodynamix

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bolt entwickelt sich ordentlich

BOLT Solutions, Inc. Bets on P&C Insurance Incumbents Paying Off

BOLT Solutions, the original InsurTech, expands product offering to bet
ter meet industry needs

NEW YORK, April 19, 2017 /PRNewswire/ -- BOLT® Solutions, Inc. (www.boltinc.com), the leading digital distribution platform to the property and casualty (P&C) insurance industry, today announced its continued strong growth in all aspects of the business and the industry's adoption of the BOLT Platform. Ending 2016 with both strong revenue growth and market momentum, BOLT Solutions remains focused on its goal to enable insurers to successfully deliver products and service in one stop.
The expanding use of the BOLT Platform over the past year has skyrocketed, resulting in BOLT's continued momentum:

Annualized opportunities flowing through the platform up to 4.1 million in 2016 compared to 1.9 million in 2015

Carrier connections grew to 5,557 in 2016 from 4,900 in 2015

Users on the platform increased to 75,000 in 2016 from 50,000 in 2015

http://www.prnewswire.com/news-releases/bolt-solutions-inc-b…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.121.318 von FlankerStan am 11.06.17 20:49:47

BOLT Solutions: The Answer To Consumer Demand For Channel And Product Choice

The property and casualty insurance industry has witnessed rapid change in recent years. To remain relevant and grow, insurers need to offer consumers channel and product choice. BOLT Solutions does both, delivering a digital distribution platform with a tightly integrated market network of personal and commercial insurance products. The platform seamlessly connects to insurers’ back office systems, so they can rapidly sell and market their products and bundle offerings from other carriers with their own. By meeting consumer demand for multiple engagement channels and a robust product selection, insurers can always say yes to the customer. Below is our interview with Kathleen Garlasco, SVP, Enterprise Marketing at BOLT Solutions Inc.:

Q: Kathleen, what is unique about BOLT Solutions and how does it stand out from the competition?
A: As one of the first InsurTech solution providers, BOLT has developed the leading digital distribution platform for the property and casualty (P&C) insurance industry. What sets BOLT apart from other InsurTech providers is our track record of helping insurers address industry challenges and evolving customer needs through a technology agnostic platform that includes a tightly integrated market network of both personal and commercial product options.

http://www.superbcrew.com/bolt-solutions-the-answer-to-consu…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.126.424 von FlankerStan am 12.06.17 18:07:15

Die 31% Wachstum von Bolt in Q1/17 waren für mich die mit Abstand wichtigste Meldung im 10Q

Bolt's revenue grew approximately 31% from the corresponding three -month prior year period. During the three months ended March 31, 2017 , Bolt served approximately 2,100 independent commercial and personal property and casualty insurance agent customers, a number of large commercial and personal property and casualty insurance carrier-agency customers, six customers who are non-traditional sellers of commercial and personal property and casualty insurance products and one state commercial and personal property and casualty insurance exchange customer;

http://icge.ir.edgar-online.com/fetchFilingFrameset.aspx?Fil…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Warum VelocityEHS ein solides und nachhaltiger Unternehmen ist, das den Unternehmensmix von Actua

stabilisiert:

https://www.mbtmag.com/article/2016/04/real-value-ehs-softwa…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Foliodynamix und sein Umfeld

http://wmtoday.com/2017/05/23/6-model-hubs-compete-sma-manag…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

BOLT® Solutions, Inc. Partners with MassChallenge Israel to Share InsurTech Expertise and Guide

the Next Generation of Entrepreneurs

NEW YORK, June 14, 2017 /PRNewswire/ -- BOLT® Solutions, Inc. (www.boltinc.com), the leading digital distribution platform to the property and casualty (P&C) insurance industry, today announced its partnership with MassChallenge Israel. BOLT joins Liberty Mutual, Swiss Re, Deloitte, and others on the InsurTech steering committee for the most start-up friendly accelerator on the planet.

"BOLT's unparalleled expertise in the InsurTech field will provide our MassChallenge Israel finalists with access to a company that has helped define and transform the insurance industry since 2000," said Israel Ganot, Managing Director of MassChallenge Israel. "We are thrilled to have such a forward-thinking company as our partner."

https://finance.yahoo.com/news/velocityehs-reminds-chemical-…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Six biggest owners owning 59,3% of shares

Fidelity (FRM LLC) = 17,9%

All directors and officiers as a group (11 inviduals) = 10,2%

Vanguard = 8,3%

BlackRock = 7,9%

Capital World Invesorts = 7,8%

Dimensional Fund Investors = 7,2%

https://materials.proxyvote.com/Approved/005094/20170421/NPS…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.139.456 von FlankerStan am 14.06.17 17:21:58

In guter Gesellschaft

MassChallenge has accelerated over 1,200 startups, generated $700M in revenue, created 60,000 jobs through partnerships with Microsoft, IBM, JP Morgan and, now, BOLT Solutions.

http://www.prnewswire.com/news-releases/bolt-solutions-inc-p…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Annual-Meeting-Slide-Presentation

http://www.actua.com/wp-content/uploads/2017/06/Actua-2017-A…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.155.068 von FlankerStan am 16.06.17 22:36:17

Die für mich interessanteste Meldung unter der Adresse in meinem letzten Posting

"Year to date, we have repurchased 1.7 million shares of Actua stock for $24.4 million."
Jetzt am Börsenspiel teilnehmen!

[FlankerStan]

Antwort auf Beitrag Nr.: 55.155.125 von FlankerStan am 16.06.17 22:43:53

5,6 Mio. Aktien wurden bereits 2016 zurückgekauft

Repurchased 5.6 million shares of Actua stock in 2016 for $73.7 million – Repurchased 4.6 million of the 5.6 million shares for approximately $64 million ($14.00 per share) through a modified “Dutch auction” tender offer

http://www.actua.com/wp-content/uploads/2017/03/Q4-and-Full-…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Ist so etwas auch bei einer der 3 Core-Companies von Actua möglich?

https://www.fool.com/investing/2017/03/31/mulesoft-ipo-what-…

Ich meine, dass sie für einen Ipo durch organisches Wachstum und Tuck-In's noch umsatzmäßig zulegen müssen und durch den Rückgriff auf die fiinanziellen Mittel der Mutter mit dem kostengünstigeren Status "Privatfirma" gut zurechtkommen.

Zudem sollten die oben in vorhergehenden Postings angesprochenen Rückkäufe noch gesteigert werden, ehe man durch IPO oder Verkäufe zeigt, wie wertvoll die Core-Companis sein können

[FlankerStan]

Antwort auf Beitrag Nr.: 55.158.416 von FlankerStan am 17.06.17 22:20:09

Ziemlich heftig aus dem Text in meinem vorherigen Posting ist diese Aussage:

"Still, the company trades at over 15 times sales."

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Appian mit einerMarktkapitalisierung von 1,07 Milliarden

finance.yahoo.com/quote/APPN/?p=APPN

ist nach meinen Schätzungen vom Umsatz her etwas mehr als doppelt so groß wie die größte Acuta-Gesellschaft Velocity EHS.

Appian shares soaring in company's debut on the Nasdaq
By Caitlin Huston
Published: May 25, 2017 2:00 p.m. ET
Shares of Appian Corp. APPN, +0.33% were soaring 36% midday Thursday after the software company's debut on the Nasdaq. Appian, which provides a software development platform for organizations, sold 6.25 million shares at $12 each to raise $75 million. Appian recorded revenue of $132.9 million in 2016, up from $111.2 million in 2015 on top of net losses of $12.5 million in 2016, wider than a net loss of $7 million in 2015.

[FlankerStan]

Antwort auf Beitrag Nr.: 55.158.497 von FlankerStan am 17.06.17 22:58:06

Ergänzung zum zweiten Teil meines letzten Postings

http://www.marketwatch.com/story/appain-shares-soaring-in-co…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.157.588 von FlankerStan am 17.06.17 16:46:17

Wird der Rückkauf in 2017 im gleichen Tempo fortgesetzt wie bisher,

kämen zu bisher 1,7 Millionen in 2017 zurückgekauften Aktien weitere 1,9 Millionen hinzu = 3,6 Millionen Aktien würden dann in 2017 zurückgekauft.

Das wären denn zusammen mit den 5,6 Millionen aus 2016 insgesamt 9,2 Millionen weniger umlaufende Aktien, auf die der Wert von Actua verteilt werden muss.

[FlankerStan]

Antwort auf Beitrag Nr.: 55.161.356 von FlankerStan am 18.06.17 22:40:56

Ich hoffe, dass das Management

von Actua noch einmal ordentlich mit den Nachkäufen beim Umsatz von 300,000 Stück am Freitag dabei war, denn solche Kaufchancen gibt es nicht allle Tage.

Date Open High Low Close Adj Close* Volume
‎Jun‎ ‎19‎, ‎2017 13.95 14.45 13.95 14.43 14.43 87,260
‎Jun‎ ‎16‎, ‎2017 13.80 14.25 13.70 13.95 13.95 299,200

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

[FlankerStan]

Antwort auf Beitrag Nr.: 52.614.974 von Datteljongleur am 14.06.16 18:10:12

Leader in each marker - Each market has less than 10% cloud adoption

Operate cloud software solutions in three sectors, each with a multi-billion dollar opportunity: – Environmental, Health and Safety – Wealth Management – Property and Casualty Insurance

Leader in each market

Each market has less than 10% cloud adoption

http://www.actua.com/wp-content/uploads/2017/06/Actua-2017-A…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.172.021 von FlankerStan am 20.06.17 15:54:38

Share Repurchases: Actua's Fourth Platform

Total amount deployed since inception of buyback program in 2008 through June 15, 2017, is $153.4 million

13.3 million shares repurchased at an average price of $11.50

Authorization of $36.4 million remaining under the $189.8 million repurchase program

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bplt kann das

June 14, 2017
Turning Up the Heat on P&C Quote Conversion

So, you’re spending millions on advertising, everyone knows your name and you’re seeing heavy traffic on your site. Now the question is, how do you boost your conversion rates to turn more of those visitors into customers?

The Digitally Savvy Take Center Stage

Tremendous advertising savvy has brought customers to your door. Now it’s time to take them through the purchasing process.

Since 58% of consumers state digital as their preferred method of buying insurance, it’s interesting to see that insurers with leading digital strategies are also leaders in growth, with the top quarter of digital performers generating a CAGR of 6% compared to the industry average of 3.9%.[ii]
A recent analysis of the top-five P&C insurers may add insight. A savvy digital contender ranked above all others when comparing quote performance, by scoring quote initiation and completion rates over 70%, and conversion rates that topped 50% through digital channels.[iii] Agency channels saw more than a 20% conversion rate increase as agents were empowered with top digital capabilities.[iv]
It sounds like a lot of numbers, so what does it mean in plain English? Consumers are looking for a leading digital purchasing experience similar to what a top retailer like Amazon provides. Insurance all-stars employ comprehensive digital capabilities to ensure a smooth and efficient quoting process across channels. As a result, they realize as much as a 20% higher quote conversion rate compared to their nearest competitors.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.172.981 von FlankerStan am 20.06.17 17:42:51

Paying Off: BOLT Solutions, the original InsurTech, expands product offering to better meet industry needs

NEW YORK, April 19, 2017 /PRNewswire/ -- BOLT® Solutions, Inc. (www.boltinc.com), the leading digital distribution platform to the property and casualty (P&C) insurance industry, today announced its continued strong growth in all aspects of the business and the industry's adoption of the BOLT Platform. Ending 2016 with both strong revenue growth and market momentum, BOLT Solutions remains focused on its goal to enable insurers to successfully deliver products and service in one stop.
The expanding use of the BOLT Platform over the past year has skyrocketed, resulting in BOLT's continued momentum:

• Annualized opportunities flowing through the platform up to 4.1 million in 2016 compared to 1.9 million in 2015

• Carrier connections grew to 5,557 in 2016 from 4,900 in 2015

• Users on the platform increased to 75,000 in 2016 from 50,000 in 2015

http://www.prnewswire.com/news-releases/bolt-solutions-inc-b…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Six Biggest Owners Owning 59,3% of shares

Fidelity (FRM LLC) = 17,9%

All directors and officiers as a group (11 inviduals) = 10,2%

Vanguard = 8,3%

BlackRock = 7,9%

Capital World Invesorts = 7,8%

Dimensional Fund Investors = 7,2%

https://materials.proxyvote.com/Approved/005094/20170421/NPS…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Ist so etwas auch bei einer der 3 Core-Companies von Actua möglich?

https://www.fool.com/investing/2017/03/31/mulesoft-ipo-what-…

Ich meine, dass sie für einen Ipo durch organisches Wachstum und Tuck-In's noch umsatzmäßig zulegen müssen und durch den Rückgriff auf die fiinanziellen Mittel der Mutter mit dem kostengünstigeren Status "Privatfirma" gut zurechtkommen.

Zudem sollten die oben in vorhergehenden Postings angesprochenen Rückkäufe noch gesteigert werden, ehe man durch IPO oder Verkäufe zeigt, wie wertvoll die Core-Companis sein können

[FlankerStan]

Antwort auf Beitrag Nr.: 55.174.262 von FlankerStan am 20.06.17 21:07:10

Appian mit einer Marktkapitalisierung von 1,07 Milliarden

finance.yahoo.com/quote/APPN/?p=APPN

ist nach meinen Schätzungen vom Umsatz her etwas mehr als doppelt so groß wie die größte Acuta-Gesellschaft VelocityEHS.

Appian shares soaring in company's debut on the Nasdaq
By Caitlin Huston
Published: May 25, 2017 2:00 p.m. ET
Shares of Appian Corp. APPN, +0.33% were soaring 36% midday Thursday after the software company's debut on the Nasdaq. Appian, which provides a software development platform for organizations, sold 6.25 million shares at $12 each to raise $75 million. Appian recorded revenue of $132.9 million in 2016, up from $111.2 million in 2015 on top of net losses of $12.5 million in 2016, wider than a net loss of $7 million in 2015.

[FlankerStan]

Antwort auf Beitrag Nr.: 55.174.322 von FlankerStan am 20.06.17 21:14:09

Somit stellt sich die Frage, wie hoch VelocityEHS bei einem IPO bewertet würde

wenn man, wie ich das tue, für 2017 von einem Umsatz von ca. 60 - 65 Millionen ausgeht?

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Genau dabei hilft Bolt, eine der 3 Core-Beteiligungen von Actua

So, what is it that consumers are looking for when shopping for an insurer? According to McKinsey & Company, here are the basics: an always open, one-stop shop, offering quick delivery of quotes and services; easily digestible information about products; and innovative digital services geared to meet their needs and expectations.[ii]

McKinsey’s view is backed up by some convincing data, including the fact that 58% of consumers prefer to purchase coverage online[iii] and 80% use a digital channel at least once in the buying experience.[iv] In addition, nearly 80% of consumers want to bundle coverage.[v] When you put it all together, it’s a gripping proposition: fast, efficient quoting of multiple coverage types in a single, seamless transaction.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Investment Highlights

• Large market opportunity with vast majority still in front of us

• Market leader in each vertical market

• Strong recurring revenue base (85%+)

• Demonstrated record of strong revenue growth

• Proven track record of successfully entering and scaling cloud-ready markets

http://www.actua.com/wp-content/uploads/2017/06/Actua-2017-A…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.185.992 von FlankerStan am 22.06.17 15:19:45

Was Insurtech leisten muss - Und Bolt tut das

The new value drivers

Success will be grounded in recognizing the drivers of value in a digital age. There are five of these.
Technological leadership and innovation. Winning companies will need to do more than follow technological trends and innovation. They will need to lead them. Innovation is a vital component of a digital transformation.

Customer ownership. Incumbents have not had to worry much about customer ownership. Their only competitors have been other insurers, and most have felt secure enough to cede customer contact to intermediaries. Today, however, customer access and “ownership” are keys to the largest profits, and insurers must fight for them. Their success will depend upon offering superior products and services. Technical underwriting skills alone will not suffice.

Efficiency (cost savings) and effectiveness (higher returns). Digital technology puts margins under pressure as premiums fall under the weight of price competition and as new ways of mitigating risk emerge. Under these conditions, insurers will need to harness digital to make their operations more efficient, aggressively lowering costs. They will also need to make them more effective by, for example, improving the accuracy of their pricing and underwriting to improve loss ratios.

Scale and network effects. In a digital world, initial investments are sizeable but marginal costs are close to zero. Scale therefore matters. It also delivers network effects, helping to build a company’s access to more and better data, talent, and partners to the extent that it becomes a barrier to entry for others. Some companies have built hyper-scale data platforms that enable them to blur traditional industry definitions by spanning product categories and customer segments, creating new ecosystems and value chains in the process.

Speed and agility. The strength of an insurer’s in-force book will not protect it indefinitely. Incumbents need to move quickly to compete with digital competitors that have the agility to keep pace with evolving technology and customer needs. That means letting go of slow decision-making processes and outdated ways of working, and adopting a new culture and talent base that is more comfortable with experimentation, testing and learning, and sometimes even with failing.

http://www.mckinsey.com/industries/financial-services/our-in…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Warum Yext höher bewrtet wird als Actua ist nicht nachvollziehbar

Yext CEO explains the 'huge tailwind' that boosted the stock 22% in public debut

Yext provides cloud-based search technology that helps consumers "discover new businesses, read reviews and find accurate answers to their queries," according to regulatory filings. Businesses can subscribe to Yext's advertising and marketing services to control their "digital presence."
Yext posted revenue of $124.3 million in the latest fiscal year, up from $89.7 million the prior year. But the company posted a net loss of $43.2 million, wider than the $26.5 million loss the previous year, amid swelling sales and marketing costs.

http://www.cnbc.com/2017/04/13/yext-ipo-opening-stock-price.…

Market Cap 1.153B
https://finance.yahoo.com/quote/YEXT/?p=YEXT

[FlankerStan]

Antwort auf Beitrag Nr.: 55.189.116 von FlankerStan am 23.06.17 08:54:29

Würde Actua wie Yect mit 1,15 Milliardne bewertet, wäre bei ca. 32 Millionen Aktien der

Kurs von Actua bei $36.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.617.158 von FlankerStan am 14.06.16 23:33:10

Direct Holders (Forms 3 and 4) vom Management und Board

Direct Holders (Forms 3 and 4)

 Name    Shares Date Reported

ALEXANDER DOUGLAS A
 1,326,988 ‎Mar‎ ‎9‎, ‎2017

BUCKLEY WALTER W III
 1,153,833§ Mar‎ ‎9‎, ‎2017

BERKMAN DAVID J
   172,742§ Jun‎ ‎16‎, ‎2016

RINGO PHILIP J
   162,934 ‎Jun‎ ‎16‎, ‎2016

MORGAN RAYMOND KIRK
   162,108 ‎Jun‎ ‎12‎, ‎2017

DECKER THOMAS A
   128,850 ‎Jun‎ ‎16‎, ‎2016

DOWNES DAVID K
   128,162 ‎Jun‎ ‎16‎, ‎2016

HAGAN MICHAEL J
    94,918 ‎Jun‎ ‎16‎, ‎2016

ADELMAN DAVID J.
    83,308 ‎Jun‎ ‎16‎, ‎2016

MILLER PETER K
    82,669 ‎Jun‎ ‎16‎, ‎2016

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

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bundling eine große Starke von Bolt

http://blog.boltinc.com/insurance-distribution-solution-blog…

[1erhart]

Was hat denn Actua für ein KGV ???

Wohl oder übel immer noch negativ also keines denn ein Minus KGV kann man ja kaum darstellen.

Alle Schätzungen für das Jahr 2017 zeigen auf dass jedes Quartal immer noch die Kohle verbrannt wird und sonst gar nichts.

[FlankerStan]

Antwort auf Beitrag Nr.: 55.200.078 von FlankerStan am 25.06.17 10:31:35

31% Wachstum bei Bolt machen Mut

Was mir bei Bolt Mut macht, sind die 31% Wachstum in Q1/17 gegenüber Q1/16. Denn wenn sie dieses Wachstum für einige Zeit halten könnten, wäre das einer Etablierung in diesem Berich sehr förderlich.

Bolt's revenue grew approximately 31% from the corresponding three -month prior year period. During the three months ended March 31, 2017 , Bolt served approximately 2,100 independent commercial and personal property and casualty insurance agent customers, a number of large commercial and personal property and casualty insurance carrier-agency customers, six customers who are non-traditional sellers of commercial and personal property and casualty insurance products and one state commercial and personal property and casualty insurance exchange customer;

icge.ir.edgar-online.com/...p;filename=ACTUA_CORP_10Q_20170508

Und dann stellt sich natürlich auch die Frage nach einem angemessenen Multiple für die Umsätze von Bolt in diesem Bereich.

[FlankerStan]

Antwort auf Beitrag Nr.: 55.200.213 von 1erhart am 25.06.17 11:19:25

Das KGV von Actua ist 7,41 – basierend auf dem Kurs von 14,15 von vorgestern

und diesen Daten;

Net income attributable to Actua for the year ended December 31, 2016 was $70.1 million, or $1.91 per diluted share-

http://www.actua.com/wp-content/uploads/2017/03/Q4-FY-2016-R…

Das sieht logischerweise nur dann so gut aus, wenn Assets monetarisiert werden, daher ist nur die Ermittlung eines Gewinns über längere Zeiträume sinnvoll. 50 Millionen sehe ich da schon als realistische Durchschnittsgröße pto Jahr an was bei einer auf 30 Millionen durch Rückkäufe reduzierten Akteinzahl auf einen Gewinn pro Aktie von 1,67 hinausläuft - und damit auf ein absurd niedriges KGV von 14,15 geteilt durch 1,67 = 8,47.

[FlankerStan]

Antwort auf Beitrag Nr.: 55.202.270 von FlankerStan am 25.06.17 22:05:23

Für in 1erharts Darling Hpoport Investierte macht es daher durchaus

Sinn, die KGV's von Hypoport und Actua zu vergleichen und daraus Schlüsse zu ziehen.

Und zwar dalli-dalli, hätte meines Erachtens ein beliebter Quizmaster vergangener Tage dazu gesagt und wäre zur Bestätigung noch ein Stück höher gesprungen.

[1erhart]

Ja jetzt ist es sonnenklar was für ein Traumtänzer Sie sind. Ich würde an Ihrer Stelle ganz einfach mal die rosarote Brille abnehmen. Es würde vielleicht auch genügen ganz einfach mal das sogenannte Hirn einschalten.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Velocity hilft

For employers, that means taking all necessary steps to keep workplaces safe and ensuring that all employees go home at the end of the day. According to the most recent BLS data, there were 4,821 workplace deaths in 2014 – that’s more than 13 preventable deaths per day.

If you haven’t done so already, leverage National Safety Month to strengthen your commitment to worker safety and health by reviewing you safety programs and revisiting any areas that need improvement. Some workplace health and safety activities might include:

• Review employee training course needs and completion to determine whether all employees are meeting all training requirements. Our Training Management and On-Demand Training solutions streamline the process, providing better visibility and control over your training program.

• Prepare a facility-wide response to an active shooter situation, and ensure all employees understand how to react should an incident occur. Review the NSC’s tip sheet for more information.

• For workplace containing hazardous chemicals covered by OSHA’s Hazard Communication Standard, be sure everyone who may be exposed to these chemicals is trained on how to access the corresponding safety information, such as SDSs and labels, and now to properly handle and use the chemicals. This information and more should be addressed in your facility’s Written HazCom Plan. Our free, fully-customizable MSDSonline OSHA Written HazCom Plan Template can help simplify the process.

For information on a range of other EHS safety topics, check out our library of complimentary resources, including Webinars & Recordings and White Papers & Guides, aimed at helping EHS professionals meet today’s complex safety challenges.

Working together we can protect one another and reduce preventable worker deaths and injuries. Make this National Safety Month matter by making a difference in the health and safety initiatives in your workplace.

https://www.ehs.com/2017/06/keeping-workplaces-safe-national…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.202.723 von 1erhart am 26.06.17 06:59:10

So ist halt 1erhart immer bzw. muss so sein

da er keine Gegenargumente finden kann, muss er persönlich werden.

Und ob er für sich selbst oder in wessen Auftrag er auch immer postet, wissen wir eben auch noch nicht.

[1erhart]

Das einzige was klar ist dass Sie im Auftrag von Libuda schreiben. Das ist FAKT und sonst nichts.
Und dein selbst errechnetes KGV von ACTUA ist sowas von weltfremd dass man darüber wirklich nichts dazu schreiben kann.

[FlankerStan]

Antwort auf Beitrag Nr.: 55.210.952 von 1erhart am 27.06.17 07:14:27

Multiple tops are chart patterns with decent performance in a bull market.

https://weeklyregister.com/actua-corp-acta-stock-formed-mult…

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Sehr bedeutsam für die Beurteilung von Foliodynamix - eine der drei Core-Beteiligungen von Actau

http://www.investopedia.com/articles/financial-advisor/10061…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.222.377 von FlankerStan am 28.06.17 15:25:27

Ich hatte längere Zeit die Befürchtung dass das Angebot von Foliodynamix teilweise durch die Robos

ausgebremst würde, nimmt man die Zahlen aus der Adresse aus meinem letzten Posing, zeigt sich aber ein ganz anderes Bild:

The report by My Private Banking Research projects a robust future for the hybrid robo-advisor. The research suggests that the hybrid robo model will grow to $3.7 trillion assets worldwide by 2020 and $16.3 trillion by 2025, 10% of all investable worldwide assets. These projections contrast with the estimate that “pure” robo-advisors will manage only 1.6% of global wealth by 2025.

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Bedeutsam für die Beurteilung von Foliodynamix - einer der drei Core-Beteiligungen von Acuta:

http://www.investopedia.com/articles/financial-advisor/10061…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.225.079 von FlankerStan am 28.06.17 22:56:28

Daher war ich zunächst irrtümlicherweise davon ausgegangen, dass  

die folgenden Aussagen zu einem nicht unwesentlichen Teil Marketing seien, aber wenn man die Zahlen in dem vorstehenden Posting liest, scheinen das doch eher die Fakten zu sein;

Forget Robos, the Future Belongs to ‘Fiborgs’

By Thomas Coyle September 27, 2016

Drawing on its own research and “longer-term conversations” with institutional clients, the financial technology and investment platform outsourcer says consumers want some aspects of “robo” or automated service delivery, but not without humans in the mix.

FolioDynamix, which competes with companies like Envestnet and Assetmark, also thinks financial advice firms need robo capabilities to make their frontline advisors more efficient in an age of greater consumer choice and ever-higher regulatory hurdles. That’s with the aim either of letting FAs go deeper with existing clients or equipping them to handle more clients than they can now without going nuts from busywork.

So FolioDyanamix plans to hook up with other fintech makers to offer firms the wherewithal to give clients a rational blend of automation and person-to-person interaction

financialadvisoriq.com/c/1461943/169293

[FlankerStan]

Cloud IPO mit einem Multiple von 13

Cloud IPO mit einem Multiple von 13
Okta: A Unique Tech IPO
Apr. 10, 2017 3:06 PM ET

It is the leader in a fast-emerging component of cloud software, but far from the only player.
The kind of platform it is favors a smaller, independent firm, rather than a tech giant.
Its public listing on Friday morning netted McKinnon and his co-founder, Freddy Kerrest, tidy nine-figure payouts. Shares of the company closed at around $23.50, 40% higher than expected, giving the Okta a market cap of $2.1 billion.

And as with most tech start-ups, Okta is currently operating at a loss. For the year ending on January 31, 2017, losses were $83.5 million on a revenue of $160.3 million. Yet in 2016, the company realized a $76.3 million loss on $85.9 million in revenue and, in 2015, a $59.1 million loss on $41 million in revenue. The clear pattern here is that revenue growth is not only outstripping loss growth, but the ratio between them is increasing.

https://seekingalpha.com/article/4061538-okta-unique-tech-ip…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.229.852 von FlankerStan am 29.06.17 15:21:59

Ein Beispiel für die angekündigte Zusammenarbeit

So FolioDyanamix plans to hook up with other fintech makers to offer firms the wherewithal to give clients a rational blend of automation and person-to-person interaction


"New combo

Addepar and FolioDynamix announced a surprising collaboration of their technologies brokered by Dynasty Financial Partners -- that in effect turns them into a TAMP.

"Dynasty saw something we didn’t see ourselves, that we have two great firms but have an opportunity to create something better together," said Sean Mullen, senior vice president of business development at FolioDynamix. "The request boiled down to combining the sleeve level performance reporting capabilities of Addepar on a FolioDynamix UMA.”

Will Armenta, Addepar's head of market development, added, “Our mutual customers are already realizing great value, and we expect more to come."

https://riabiz.com/a/2017/2/21/an-e-marriage-of-schwab-and-f…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.233.452 von FlankerStan am 29.06.17 21:03:27

Ähnlich ist auch diese Zusammenarbeit

PlanMember Services Chooses FolioDynamix for technology, trading support

November 29th, 2016

(New York, NY) - California-based PlanMember Services is in the midst of rolling out the FolioDynamix platform to hundreds of representatives based across the country. PlanMember is a full service retirement and investment management firm focused exclusively on helping both for-profit, school district and nonprofit organizations with retirement solutions at both a company and individual employee level. The firm, recognized for this expertise and solid infrastructure, has been growing quickly over the past several years.

About PlanMember
Headquartered in Carpinteria, California, PlanMember Financial Corporation and its operating subsidiaries—PlanMember Securities Corporation, PlanMember Services Corporation and PSC Insurance Marketing Corporation—have been an industry leader in retirement planning for nearly three decades. PlanMember Securities is a registered Broker/Dealer, Investment Advisor and insurance licensed in all 50 states. With more than 500 registered representatives and a growing number of Financial Centers across the country, PlanMember has $8 billion in assets under management and over 140,000 customer accounts. PlanMember is an approved retirement plan provider in over 3,500 school districts and nonprofit organizations nationwide.

planmemberfinancialcorporation.com/defaultnews.cfm?pageid=488

[FlankerStan]

Das bekommt man mit Bolt hin

Digitize Those Processes

According to McKinsey, insurers that operate with distributed and disparate back-office systems, often with different processes and governance structures, experience higher costs. This makes sense to Ed as the products his company offers are marketed and sold through siloed systems and channels.
His agents can process auto policies, but must pass the customer to agents in another call center when they want to purchase a different line of coverage, such as home, boat or pet insurance. With customers quote a policy through on-line channels, but then decide to complete the purchase with an agent.
little transparency between the operating silos, inefficiency is high as customers are passed from agent to agent, who are then forced to re-enter customer information. The same holds true when
As a result, costs and processing times for the company’s agency force rank in the bottom quartile and agent productivity is low.

On the other hand, by digitizing the quote-to-issue lifecycle, Ed can slim processing times by as much as 90%,[ii] and net the company up to a 65% reduction in processing costs,[iii] while minimizing agent and customer frustration.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Actua's Core-Company Foliodynamix gehört dazu

https://www.themuse.com/advice/10-amazing-companies-to-work-…

[FlankerStan]

Gehe von 32,0 – 32,5 Millionen Umsatz in Q2/17 aus – 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/Earnings-Rel…

[FlankerStan]

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

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

[FlankerStan]

Antwort auf Beitrag Nr.: 55.245.671 von FlankerStan am 01.07.17 20:53:02

Gut für Foliodynamix

TAMPS

Outsourced investments are one of the fastest-growing categories in the financial advisory world. Perched between the asset custodian and the financial advisor, these (mostly) turnkey asset management programs can handle all or a portion of their investing, technology and fiduciary duties.
Advocates of using these TAMPs point to how it's better for the advisor because it frees up more time to spend with clients and prospects. It's also better for clients because the duties are being handled by specialized professionals who benefit from economies of scale.
Skeptics say that it adds a layer of cost and takes away an element of control from the advisors in executing according to a client's financial plan.

https://riabiz.com/section/tamps

[FlankerStan]

Gehört Bolt zur Spreu oder zum Weizen?

http://www.tagesspiegel.de/advertorials/ots/oliver-wyman-glo…

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

[FlankerStan]

Antwort auf Beitrag Nr.: 55.248.232 von FlankerStan am 02.07.17 17:25:15

Wie liegt Bolt im Verhältnis zur Einschätzung 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").  

[FlankerStan]

Antwort auf Beitrag Nr.: 55.253.152 von FlankerStan am 03.07.17 15:25:57

Dass Bolt überweidgend dort arbeitet, ol laut letztemn Positing vile zu holen ist, wird

an folgenden Ausführungen aus 10Q deutlich:


Bolt generates revenue from
(1) software as a service ("SaaS") software licenses,
(2) maintenance and support services,
(3) professional service fees,
(4) insurance commissions, including contingency bonus revenues from insurance carriers, and
(5) subscription fees.
Bolt enters into certain multiple deliverable arrangements that relate primarily to its software licenses, which are delivered through a cloud-based model and include professional services necessary for the functionality of the software, as well as maintenance and support services. Under Bolt’s cloud-based software licenses, certain professional services are essential for the functionality of the software. Therefore, these services and the related maintenance and support services in these arrangements do not have standalone value to Bolt’s customers and are combined into a single unit of accounting. Revenue under these arrangements is recognized ratably over the applicable contract term. For Bolt’s professional services or other deliverables that are determined to have standalone value, Bolt allocates the total revenue to be earned under the arrangement for each deliverable based on the ESP, since Bolt has concluded that historically VSOE of fair value and TPE of fair value cannot be established. These fees are then recognized as the services are performed or delivered. Finally, certain professional services are sold separately. Those fees are recognized as the professional services are delivered. Bolt’s commissions on the premiums from sales of insurance policies are recognized when Bolt has sufficient information to determine (1) the amount that it is owed and (2) whether it is probable that the economic benefits associated with the transaction will be realized by Bolt. Bolt recognizes subscription fee revenue over the subscription period, which is generally a one -month period.

http://icge.ir.edgar-online.com/efxapi/EFX_dll/EDGARpro.dll?…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.253.488 von FlankerStan am 03.07.17 16:06:25

Kev components and excellent numbers

Based in large part on those advantages, we have invested, and will continue to invest in research and development at each of our businesses to continue to develop differentiated, vertically-focused cloud-based offerings, which are highlighted by:

approximately 5,800 commercial and personal property and casualty insurance products

from approximately 100 carriers that Bolt is able to offer through its platform-


Another key component of our business strategy, in addition to our multi-vertical domain expertise and effective and efficient research and development, is the leverage inherent in the recurring revenue generated by our cloud-based software delivery model. In part because our customers are required to make periodic payments to continue receiving access to our cloud-based offerings, we have established long-term relationships with our customers, many of which are governed by multi-year contracts that have historically high renewal rates. The consistent revenue stream provided by our recurring revenue model, coupled with our relatively high gross margins, allow us to drive revenue growth more consistently over time through investment in lead generation, sales and marketing. In order to ensure that we are effectively leveraging our cloud-based model, we closely monitor and manage the revenue growth rates, along with the gross margins, number of customers and a variety of customer retention and sales efficiency metrics, at each of our businesses. Through the first quarter of 2017 :

Bolt's revenue grew approximately 31% from the corresponding three -month prior year period.

During the three months ended March 31, 2017 , Bolt served approximately
2,100 independent commercial and personal property and casualty insurance agent customers,

a number of large commercial and personal property and casualty insurance carrier-agency customers,

six customers who are non-traditional sellers of commercial and personal property and casualty insurance products

and one state commercial and personal property and casualty insurance exchange customer;

http://icge.ir.edgar-online.com/efxapi/EFX_dll/EDGARpro.dll?…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.254.484 von FlankerStan am 03.07.17 18:01:52

Weitere imposante Zahlen von Bolt

- Ended the quarter with more than 80,000 users on the platform, up from almost 56,000 a year ago

- Annualized opportunities of qualified risk going through the platform grew to 3.5 million at quarter-end, compared to 2.5 million in Q1 2016

- Total premiums on the platform are $1.4 billion

- Competitive Moat: Platform is integrated into 100 of the largest insurance carriers and has over 5,700 carrier connections, creating the largest source of insurance flow for direct carriers, agents, agencies and alternative insurance distributors

- Significantly improved operating cash flow

- Multi-year/multi-million dollar contracts

* As of 3/31/17 unless otherwise noted

http://www.actua.com/wp-content/uploads/2017/05/Q1-2017-Actu…

[FlankerStan]

Als Erbstück aus der Zeit um die Jahrtausendwende hält ACTUA noch immer 9% von Anthem Venture Partners, deren Vermögenswerte durchaus eine Viertel Milliarde wert sein könnten, was für Acute immerhin auf 20 Millionen hinauslaufen könnte.

http://anthemvp.com/company_type/active/

[FlankerStan]

Warum die Core-Compny Foliodynamix ein Erfolg wird

http://sawtootham.com/wordpress/wp-content/uploads/2017/03/S…

[FlankerStan]

Warum Bolt eine Goldmine werden kann

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/insurance-distribution-solution-blog…

[FlankerStan]

Ich hoffe einmal, dass der CFO von Actua 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

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

[FlankerStan]

Ideally, we will develop an entirely new metaphor for how consumers consume advice

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/BLOG09/170709…

[FlankerStan]

Wozu man Bolt braucht

Streamlined quoting:
The ability to enter minimal information and receive a quote without copious data entry puts insurers in the running for higher quote completion and quote conversion rates. Top digital capabilities automate much of the quote-to-issue lifecycle, populating all necessary back-office systems, identifying coverage gaps and ensuring a quick and seamless process from first contact through application to quote.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.283.929 von FlankerStan am 08.07.17 07:32:58

dazu auch

Multi-product quoting in a single transaction:
Most insurers in the top ten required consumers to submit separate applications or to speak to multiple agents in order to quote and purchase more than one type of coverage. Digital leaders, however, were able to simply and efficiently gather customer information once and return pricing on multiple product options in a matter of minutes.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

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/bolt-version-8-0-serves-two-approaches…

[FlankerStan]

Danach müssten 300 Millionen Dollar 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/ehs-software-lea…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.287.985 von FlankerStan am 09.07.17 11:38:25

Dass im Markt Bewegung ist, zeigt das Folgende

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/2017/04/Verda…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.288.090 von FlankerStan am 09.07.17 12:26:17

Sollte man nach den Rückkäufen in diesem Jahr bei 30 Millionen Aktien angelangt sein,  

wäre die Börsenkapitalisierung beim momentanen Kurs nur noch 420 Millionen, wovon dann Velocity bei ähnlichen Bewertungen wie bei der Konkurrenz schon 300 Millionen darstellen würde.

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

[FlankerStan]

Antwort auf Beitrag Nr.: 55.288.561 von FlankerStan am 09.07.17 15:38:28

Wie Actua vorgeht

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/Actua-2017-A…

[FlankerStan]

Vergleicht das einmal mit Actua's Bewertung

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/earnings-highlights-review-ye…

[FlankerStan]

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

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/velocityehs-discuss-technologys-…

[FlankerStan]

FDx ist eine Tochter von Foliodynamix
 
Model Exchange Hub
Gain Direct Access to Third-Party Managers and Investment Models Through an Online Hub.
Manager due diligence and the right product selection are time consuming processes, and gaining access to the right investment models can be difficult and expensive, but all of these are critical to your ability to develop successful open architecture programs.
FDx Advisors recognizes these challenges and in response have partnered with FolioDynamix to create FDx Connect – a unique model exchange hub service that facilitates third-party manager access, direct model sharing and portfolio statistics reporting – providing you with the backbone to easily create your own unified managed account (UMA) program.
Key features of FDx Connect include:
         • Simultaneous product/strategy distribution to multiple sponsor programs
         • Investment model uploading and direct exchange
         • Easy-to-use search and product comparison capabilities
         • Manager contracting at negotiated rates
         • Fee remittance and billing
         • Portfolio statistics reporting
Asset managers – Take advantage of an online model exchange portal to gain increased distribution and product visibility.
Wealth management firms and advisors – Gain faster, easier access to the investment models you need to be successful and accelerate program development to remain competitive and deliver better client performance.

fdxadvisors.com/investment-research/model-exchange-hub/

[FlankerStan]

Drei Großaktionäre vom Feinsten

Inzwischen hat auch Yahoo die Prozentzahlen an die reduzierten aktienzahlen angepasst und geben z.B. statt früher 15% nun einen Anteil von 17,63% bei Fidelity an. Dabei unterstellkt Yahoo 33,6 Millionen ausstehende Aktien – eine Zahl, die sich auf den Mar‎ ‎30‎, ‎2017 beziehen dürfte.

Top Institutional Holders
Holder Shares Date Reported % Out Value
FMR, LLC 5,921,628 ‎Mar‎ ‎30‎, ‎2017 17.63% 83,198,874
Vanguard Group, Inc. (The) 2,698,607 ‎Mar‎ ‎30‎, ‎2017 8.03% 37,915,428
Blackrock Inc. 2,661,202 ‎Mar‎ ‎30‎, ‎2017 7.92% 37,389,888

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

[FlankerStan]

Antwort auf Beitrag Nr.: 55.305.838 von FlankerStan am 12.07.17 07:57:40

Dier Quelle im letzten Posting kann man auch entnehmen, dass der CEO Buckley und der President Douglas  

mit 3,43% bzw. 3,95% beteiligt sind;

Direct Holders (Forms 3 and 4)
Name
Shares
Date Reported
ALEXANDER DOUGLAS A
1,326,988
‎Mar‎ ‎9‎, ‎2017
BUCKLEY WALTER W III
1,153,833
‎Mar‎ ‎9‎, ‎2017

[FlankerStan]

Antwort auf Beitrag Nr.: 55.310.437 von FlankerStan am 12.07.17 15:49:56

Significant numbers of millennials and Gen Xers have already turned to hybrid services

Across industries, technology is binding peer-to-peer relationships, revealing more of the human component. According to a recent Accenture report, research shows that investors want a combination of automated and human advisory services and that significant numbers of millennials and Gen Xers have already turned to hybrid services. Despite all the talk about robo versus human, the tech-enabled adviser means more value creation for the client.

http://www.investmentnews.com/article/20170710/FREE/17071999…

[FlankerStan]

What Insurers Can Learn from the Amazon Experience

Amazon’s customer focus has put them at the top of the retail food chain, shaping customer expectations and forcing other industries to rise to the challenge. This puts insurers in a challenging position where they must shift from their historically productized model to one founded on meeting more of the needs of each and every consumer that crosses their doorstep, whether that portal exists in the physical or digital world.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.328.263 von FlankerStan am 14.07.17 21:39:24

Das Arbeitsgebiet von Bolt

https://www.finextra.com/blogposting/12772/the-insurance-rev…

[FlankerStan]

Ein meines Erachtens wichtiger Satz aus der Quelle im letzten Posting:

"The reality is that the success of insurtech depends on how start-ups and larger insurers work together, supported by the right software."

[FlankerStan]

Interessant wären die Kurs-Umsatz-Verhältnisse der Unternehmen aus der Vorjahresliste, die zu Geld gemacht wurden.

https://www.forbes.com/sites/alexkonrad/2017/07/11/cloud-100…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.334.651 von FlankerStan am 16.07.17 18:06:04

AppDynamics mit Umsatzmultiple von ca. 15

Cisco and AppDynamics Close Their Blockbuster Deal
Barb Darrow
Mar 22, 2017
Cisco's $3.7 billion cash deal to acquire software unicorn AppDynamics, announced in January, is now officially in the books.
To commemorate the occasion, Cisco senior vice president and chief technology officer Hilton Romanski along with AppDynamics founder and chairman Jyoti Bansal; chief executive David Wadhwani; and chief technology officer Bhaskar Sunkara will ring the Nasdaq opening bell on Wednesday. That's a fairly tame ending to an acquisition that began with great drama. In December, AppDynamics, then valued at about $1.9 billion, announced its plan to go public. But in January, on the eve of the planned IPO, Cisco swooped in to make its rich offer and AppDynamics called off its coming out party.
fortune.com/2017/03/22/cisco-appdynamics-close-deal/

In the nine months that ended on October 31, AppDynamics posted a $95 million net loss on $158.4 million in revenue. That means revenue was up considerably year over year despite the ongoing loss: The nine months that ended on October 31, 2015, AppDynamics registered a $92.3 million loss on $102.7 million in revenue. Most of the revenue comes from subscriptions, but licenses and professional services also make contributions to the top line.
www.businessinsider.com/appdynamics-files-for-ipo-2016-12?IR=T

[FlankerStan]

Antwort auf Beitrag Nr.: 55.334.738 von FlankerStan am 16.07.17 18:25:46

Umsatzmultiple von Mulesoft auch ca. 15

MuleSoft lost $50 million on $188 million in revenue in 2016, but its losses shrank from $65 million in 2015, and its revenue grew 70 percent from the previous year, according to its IPO filing. So investors will have to bet that trend will continue.
http://www.cnbc.com/2017/03/17/mulesoft-soars-44-at-ipo.html


Market Cap 3.29B
https://finance.yahoo.com/quote/MULE?p=MULE

[FlankerStan]

Hier liegt ein Umsatzmultiple von ca. 10 vor

Okta executives at their IPO at the Nasdaq, April 7, 2017.
Okta reported quarterly results for the first time as a public company on Wednesday, beating analysts' estimates for revenue.
• EPS: Excluding certain items, the loss per share was 50 cents vs. a loss of 62 cents as expected by analysts, according to Thomson Reuters.
• Revenue: $53 million vs. $48.2 million expected by analysts.
Sales in the fiscal first quarter jumped 67 percent from $31.7 million a year earlier. Subscription revenue, which outweighs professional services revenue, climbed 75 percent.
Guidance for the second quarter also topped estimates.
• The company expects a net loss of 25 cents to 26 cents a share on sales of $55 million to $56 million. Analysts were looking for a loss of 26 cents on $54 million in revenue.
• For the 2018 fiscal year, the company says it will post sales of $233 million to $236 million vs. an average estimate of $227 million. Okta also says it will finish with a loss of $1.11 a share to 1.15 a share, while analysts were expecting a loss of $1.18.
http://www.cnbc.com/2017/06/07/okta-shares-rise-as-sales-top…

Market Cap = $ 2,204,914,708
http://www.nasdaq.com/symbol/okta

[FlankerStan]

Antwort auf Beitrag Nr.: 55.335.518 von FlankerStan am 16.07.17 21:44:21

Auch Blackline hat ein Multiple von 15

By 2015, BlackLine's annual revenue was $83.6 million, with a net loss of $10.8 million.
In the first six months of 2016, revenue was $55.6 million, with losses growing to $16.9 million.
http://www.businessinsider.de/blackline-therese-tucker-makes…

Market Cap 1.916B
https://finance.yahoo.com/quote/BL?p=BL

[FlankerStan]

Antwort auf Beitrag Nr.: 55.335.743 von FlankerStan am 16.07.17 22:57:11

Clodera hat ein Multipel von 8

Cloudera recorded revenue of $261 million for its fiscal year ended Jan. 31, 2017, up from $166 million in the year-earlier period. The company pared its net losses between the two years, with a net loss of $187.3 million in 2016 compared with a net loss of $203.1 million in 2017.http://www.marketwatch.com/story/four-things-to-know-about-t…

Market Cap 2.23B
https://finance.yahoo.com/quote/CLDR?p=CLDR

[FlankerStan]

Antwort auf Beitrag Nr.: 55.335.755 von FlankerStan am 16.07.17 22:59:47

Coupa hat ein Multiple von ca. 10

Coupa up 87% in software IPO
Posted Oct 6, 2016 by Katie Roof (@Katie_Roof)
Coupa was off to the races when it went public on Thursday. The “spend management” software company priced its IPO at $18 and saw its shares almost double during its first day of trading.
With clients like Nike and Toyota, Coupa helps companies keep tabs on everyday expenditures and competes with divisions of Oracle and SAP. Founded a decade ago, they claim they’ve saved their customers $8 billion to date.
But they’re still not profitable. For the six months ending in July, Coupa lost $24.3 million, which compares to a loss of $25.1 million in the same period last year. Yet revenue is growing, up to $53.2 million from $31.6 million in the same time frames.
https://techcrunch.com/2016/10/06/coupa-up-87-in-software-ip…

Market Cap 1.62B
https://finance.yahoo.com/quote/COUP?p=COUP

Coupa Software Reports Financial Results for the First Quarter of Fiscal 2018
•June 5, 2017
Record Quarterly Revenue of $41.1 Million.
https://finance.yahoo.com/m/174edb47-a9f9-3c86-a54a-47786c3f…

[FlankerStan]

There is a better way for bundling

Insurers can change this so that bundling is a win both for themselves and for their customers. To begin, insurers must help guide consumers to think more about protecting themselves and their assets. Companies could then recalibrate their own business model and focus more on providing advice to customers on what insurance meets their actual needs.

Some companies – including Allstate and Progressive – are taking steps in the right direction. But they’re doing so for narrow, tactical reasons. Instead, they must act strategically and become genuine partners that provide customers with the coverage they truly need to safeguard their financial security. Such an approach would set these companies apart from rivals – and arrest the downward price spiral that has turned their bundled offerings into a commoditized product.

https://www.the-digital-insurer.com/digital-product-bundling…

[FlankerStan]

Insurance products should be de-commoditized and customized to fit the customer’s risk profile

The real value of bundling , for both customers and insurers, lies in the individual insurance products. Every form of coverage within the bundle covers a specific risk, and so is a “mini product” on its own.
However, insurance products have become commoditized as products have become more unified so they can be sold easily to customers over the Internet. There, many customers simply select the desired coverage amount and deductible. “Save Money” and “Discount” marketing diverts customers toward an affordable premium and, often, the wrong coverage – people opt only for those policies mandated by law (like automobile liability insurance) or, in the case of a home mortgage, a lender. The deductibles chosen often are high, which can prove disastrous for a customer if calamity strikes.
Insurers can deliver real value for themselves and their customers by:

- Gathering customers’ relevant information
- Assessing their risk
- Building the right coverage mix to mesh with customers’ needs
- Suggesting customized products based on a customer’s risk profile

How might this work? Say a customer’s car is more than two years old. The insurer could recommend the customer get an extended warranty as well as a roadside assistance plan. The insurer, in short, could deliver real value by acting as the customer’s risk manager. This approach also would help the insurer to select the right customers for the right risk portfolio – and to weigh the moral hazards when a customer opts for a different package or coverage combination.

Once the individual insurance products are de-commoditized and customized to fit the customer’s risk profile, this advice-based approach can be extended to multi-line product bundling. Customers will move from a mindset of, “I’m required to have homeowners insurance to get a mortgage,” to a mindset more in line with, “I need to cover my risks and ensure a financially secure future.”

https://www.the-digital-insurer.com/digital-product-bundling…

[FlankerStan]

Managed Account Solutions for Clients of Any Size
 
With a minimum investment as low as $5,000, the VisX Gateway solutions offer a way for advisors to help investors who might otherwise turn to robo-advisors, which do not offer the benefit of in-person support.

www.foliodynamix.com/wp-content/uploads/2016/11/VisXGateway.pdf

[FlankerStan]

Solange die Kurse um $14 herumdümpeln, hoffe ich, dass das Management von Actua weitere Rückkäufe tätigt.

[FlankerStan]

Warum Bolt ein Juwel ist

It’s no secret why the majority of insurers still lag in the digital race. Legacy technology is a prominent contributing factor. Around for many decades, insurers’ siloed disparate systems control much of the distribution process. Integrating them through upgrades or overhauls is costly and time-consuming. Worse, it doesn’t always work.

Leading insurers have found a better way. By adopting a top-tier digital distribution platform that connects to existing systems, insurers seamlessly achieve digital superiority at a fraction of the cost required for major system overhauls or integration initiatives. They rapidly quote, bind and issue multiple coverage types in a single transaction, without sending customers to different agents or websites, driving customer satisfaction that results in quote conversion rates of up to 53%. In addition, they stand to cut the time agents spend on data collection by 34%,and reduce up to 50% of operational costs.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Sell 1.4 more by bundling solutions

INCREASE PREMIUMS
Sell 1.4 more of your own products and grow premiums, by bundling solutions you don't underwrite with those you do. The BOLT Platform's universal market network of products expands your options, enabling you to provide more of the coverage your customers need, more of the time.

https://www.boltinc.com/property-causality-multi-channel-ins…

[FlankerStan]

Meines Erachtens eine ideale Konstellation für Rückkäufe:

Previous Close 13.95
 Open     14.00
 Bid 13.95 x 3400
 Ask 14.00 x 200
Day's Range 13.95 - 14.05
52 Week Range 9.42 - 15.28
    Volume 30,708
Avg. Volume 183,846
Market Cap 462.47M
1y Target Est 16.67

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

[FlankerStan]

Antwort auf Beitrag Nr.: 55.357.919 von FlankerStan am 19.07.17 21:11:53

Ergänzung zu meinem letzten Posting

In addition, from a capital deployment standpoint, I think probably the most important element was share buybacks. And as you can see, after the GovDelivery transaction, we had a little over $170 million of cash on our balance sheet and no debt. And so, we decided to a number of things, one to increase our share authorization program from $85 million to $125 million and then launch in Q3, a Dutch tender offer where range was from $12 to $14 and were able to buyback roughly $64 million worth of stock at $14 a share and 4.6 million shares. Subsequent to or after that Dutch tender, we acquired additional 1 million shares through 2016 timeframe for roughly $10 million. And so if you think about it, we bought 5.6 million shares last year for roughly $74 million. And we view that really as our fourth platform. We think buying Actua’s shares the prices we bought it for were very attractive from a number of reasons, but most importantly from a shareholder value creation perspective.

http://www.actua.com/wp-content/uploads/2017/06/2017-Annual-…

[FlankerStan]

Auch hier luftige Umsatz-Multiples für Cloud.Companies

Cisco and AppDynamics Close Their Blockbuster Deal
Barb Darrow
Mar 22, 2017
Cisco's $3.7 billion cash deal to acquire software unicorn AppDynamics, announced in January, is now officially in the books.
To commemorate the occasion, Cisco senior vice president and chief technology officer Hilton Romanski along with AppDynamics founder and chairman Jyoti Bansal; chief executive David Wadhwani; and chief technology officer Bhaskar Sunkara will ring the Nasdaq opening bell on Wednesday. That's a fairly tame ending to an acquisition that began with great drama. In December, AppDynamics, then valued at about $1.9 billion, announced its plan to go public. But in January, on the eve of the planned IPO, Cisco swooped in to make its rich offer and AppDynamics called off its coming out party.
http://fortune.com/2017/03/22/cisco-appdynamics-close-deal/

In the nine months that ended on October 31, AppDynamics posted a $95 million net loss on $158.4 million in revenue. That means revenue was up considerably year over year despite the ongoing loss: The nine months that ended on October 31, 2015, AppDynamics registered a $92.3 million loss on $102.7 million in revenue. Most of the revenue comes from subscriptions, but licenses and professional services also make contributions to the top line.
http://www.businessinsider.com/appdynamics-files-for-ipo-201…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.361.273 von FlankerStan am 20.07.17 11:28:04

Warum ich ein Umsatz-Multiple von mindestens 5 für Actua angemessen halte

Today, Actua operates cloud platforms in three vertical industries, in environmental health and safety market with VelocityEHS; in the wealth management space with FolioDynamix; and the property and casualty insurance marketplace with BOLT. Each of these platforms are leaders in their respective markets and each of the markets are less than 10% penetrated, meaning that the vast majority opportunity is very much in front of us.

http://www.actua.com/wp-content/uploads/2017/06/2017-Annual-…

[FlankerStan]

Ich hoffe, dass bei diesem überdurchschnittlichen Volumen Acuta mit Rückkaufen zugeschlagen hat.

Previous Close 13.85
      Open     13.95§
       Bid 13.25 x 100
       Ask 19.95 x 200
Day's Range 13.35 - 13.98
52 Week Range 9.42 - 15.28
    Volume 238,113
Avg. Volume 181,609
Market Cap 450.86M
PE Ratio (TTM) 6.44
EPS (TTM) 2.11
Earnings Date ‎May‎ ‎4‎, ‎2017 - ‎May‎ ‎8‎, ‎2017
1y Target Est 16.67
finance.yahoo.com/quote/ACTA?p=ACTA

[1erhart]

Ach ist mir langweilig

https://www.youtube.com/watch?v=RZoFl1B_Qvk

[FlankerStan]

Antwort auf Beitrag Nr.: 52.612.715 von FlankerStan am 14.06.16 14:06:07

Multiples von SaaS IPOs

The fourth-quarter pullback in public SaaS valuations resulted in a five-month gap in IPO activity. The window reopened in
March, as MuleSoft’s March 17 IPO was the first of four over a four-week period.

Source: Capital IQ; represents forward revenue multiple one day after pricing_

Mulsoft = 9.1

Alteryx = 4.8

Ökta = 10

Yext = 7.5

[PDF]Cloud Insights Q1 2017 - William Blair

[FlankerStan]

Warum ich ein Umsatz-Multiple von mindestens 5 für angemessen halte

Today, Actua operates cloud platforms in three vertical industries, in environmental health and safety market with VelocityEHS; in the wealth management space with FolioDynamix; and the property and casualty insurance marketplace with BOLT. Each of these platforms are leaders in their respective markets and each of the markets are less than 10% penetrated, meaning that the vast majority opportunity is very much in front of us.


http://www.actua.com/wp-content/uploads/2017/06/2017-Annual-…

[FlankerStan]

Warum VelocityEHS ein Juwel ist

"Average cost of workplace injury was 16-times greater than the cost of prevention.

https://www.ehs.com/wp-content/uploads/2017/06/VelocityEHS_B…

[1erhart]

Ach ist mir langweilig

Performance 2017

Actua in Euro MINUS 14,5%

Hypoport in Euro PLUS 55%

Mehr gibt es dazu nicht zu sagen.

Du Dösbaddel

[1erhart]

Nur haben sich bis jetzt deine luftigen Umsatz-Multiples alle in Rauch aufgelöst.
Die Klitsche macht doch immer noch Verlust und das seit rund 20 Jahren.

Habe selten so gelacht

[1erhart]

Antwort auf Beitrag Nr.: 55.381.728 von 1erhart am 24.07.17 07:39:32

Bin mal gespannt wie hoch der Verlust im 2.Quartal wieder ist, nachdem das 1.Quartal 2017 ja auch schon wieder 0,30 USD Verlust pro Aktie eingefahren wurde.

Und dann soll da für 2017 ein KGV von unter 8 herauskommen. Das kann dann aber nur ein sogenanntes Minus-KGV werden.

Wenn sie so weiterwursteln wird sogar ein MINUS KGV von 8 nicht einmal herauskommen, tippe eher auf MINUS 10

[FlankerStan]

!

Dieser Beitrag wurde von CloudMOD moderiert. Grund: Verlinkung falsch, ggf neu einstellen

[FlankerStan]

!

Dieser Beitrag wurde von CloudMOD moderiert. Grund: Verlinkung falsch, ggf neu einstellen

[1erhart]

!

Dieser Beitrag wurde von CloudMOD moderiert. Grund: Beleidigung

[FlankerStan]

!

Dieser Beitrag wurde von CloudMOD moderiert. Grund: Verlinkung falsch

[1erhart]

Und ein Millionengrab dazu.

[CloudMOD [Mod]]

Hallo FlankerStan,

prüfen Sie doch bitte vor dem Absenden ihre Verlinkungen.
Wer den Link anklickt wird aufgefordert eine Mail zu schreiben und es öffnet sich das Mailprogramm.

Gruß CloudMOD

[FlankerStan]

Antwort auf Beitrag Nr.: 55.385.397 von CloudMOD am 24.07.17 16:54:04

Warum Actua extrem gut positioniert ist

In an April 2014 article that has since been widely shared, I reported Workday CEO Aneel Bhusri’s prediction of five emerging application categories that he believes will dominate cloud computing. Four were functional categories — customer-facing, IT/operations, enterprise backbone, and collaboration/productivity. But the fifth was tangential to the other four, to some extent cutting across or sitting above them — what Bhusri called the “industry specific” application cloud.
This consists of vertical applications tailored to the needs of specific industries, such as patient care, manufacturing and so on. This was the least defined of the five clouds, he said, with no visible leaders at present: “those are still up for grabs.”

http://diginomica.com/2015/08/19/the-rise-of-vertical-indust…

[1erhart]

Der Kurs sagt alles, das ist FAKT

[FlankerStan]

Antwort auf Beitrag Nr.: 55.389.504 von FlankerStan am 25.07.17 09:00:41

The Cloud Is Becoming Increasingly Vertical

This is proving to be a crucial niche for smaller cloud players, and even software developers incorporating cloud services into their platforms, as they attempt to carve market share from hyperscale providers likes Google and Amazon.

http://www.itbusinessedge.com/blogs/infrastructure/the-cloud…

[1erhart]

Deshalb ha auch der Kurs in 2017 rund 15% MINUS

[FlankerStan]

VelocityEHS Named a 2017 Green Quadrant Leader for Ease of Use & Mobile Functionality

CHICAGO, July 25, 2017 (GLOBE NEWSWIRE) -- VelocityEHS, the leading cloud environment, health, safety (EHS) and sustainability software provider, announced today it has been recognized as a Leader by the independent research firm Verdantix in its 2017 Green Quadrant Analysis for EHS&S software. The company’s robust out-of-the-box solution stood out for exceptional safety, chemical management, and mobile functionality.

https://finance.yahoo.com/news/velocityehs-named-2017-green-…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.391.309 von FlankerStan am 25.07.17 17:24:29

Und das kann man zusätzlich in der Quelle vom letzten Posting erfahren

Und das kann man zusätzlich in der Quelle von 9218

"The VelocityEHS platform is used worldwide in a range of industries, most notably manufacturing, chemical manufacturing, healthcare, oil & gas, construction, education, municipalities, utilities, pharmaceuticals, transportation and retail. The user interface is translated into 16 languages, and customers include both small and large firms — from 50 to over 150,000+ employees, including most of the Fortune 1000.

“More companies choose VelocityEHS than the next five legacy vendors combined,” said Matt Airhart, president of VelocityEHS Canada. “Our community of leading safety professionals is a huge advantage when it comes to product development and updates and is a big reason VelocityEHS is not just the best choice, it is also the safest choice for EHS&S software. Our strong, out-of-the box functionality, quick and easy implementations, and robust mobile apps deliver the most value to users.”

[FlankerStan]

Quartalsergebnisse morgen in 14 Tagen

Actua to Announce Second Quarter 2017 Results Wednesday, August 9th Before Market Open
RADNOR, Pa., July 25, 2017 (GLOBE NEWSWIRE) -- Actua Corporation (ACTA), the multi-vertical cloud company, will release the financial results for its second quarter ended June 30, 2017 on Wednesday, August 9, 2017, before the market opens.

https://finance.yahoo.com/news/actua-announce-second-quarter…

[1erhart]

Und wieviel Cent Verlust pro Aktie werden wieder kommen

10,20,30 oder mehr ?????

[FlankerStan]

VelocityEHS named as one of the ten market leaders

Verdantix Benchmark Assesses The Twenty Strongest Vendors In The Global EHS Software Market
July 25, 2017 04:31 AM Eastern Daylight Time

NEW YORK--(BUSINESS WIRE)--The fourth Verdantix benchmark of 20 EHS software suppliers and their applications identifies Cority, Enablon, EtQ, Gensuite, Intelex, ProcessMAP, SAI Global, Sphera, UL EHS Sustainability and VelocityEHS as the ten market leaders. The study findings are based on a 251 point questionnaire, live product demonstrations and buying preference data from interviews with 316 EHS managers in 18 countries around the world. Also included in the study are enterprise-class EHS software applications from Airsweb, Dakota Software, DNV GL, EcoIntense, EMEX, Enviance, ERA Environmental, IsoMetrix, Mitratech and SAP

http://www.businesswire.com/news/home/20170725005625/en/Verd…

[FlankerStan]

Top 5 U.S. P&C Insurer Proves That It’s All About the Customer Journey

your company has more to do with the end-to-end experience than individual touchpoints. This is important to understand, because we tend to evaluate business performance based on distinct metrics, such as call handle times, quote starts or quote conversions.
While each of those aspects of the customer experience is important, they provide only a snapshot of the customer’s journey and not the big picture. If McKinsey is right, it’s the picture as a whole that will influence a customer and generate their loyalty.
A leading insurer, who has always placed the customer experience at the forefront of their strategy, proved this to be true as they transformed the entire customer journey with top-tier digital capabilities.

http://blog.boltinc.com/insurance-distribution-solution-blog…

[FlankerStan]

Gute Darstellung von Bolt in einem Interview

https://www.superbcrew.com/bolt-solutions-the-answer-to-cons…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.425.354 von FlankerStan am 31.07.17 11:37:18

Advantage Bolt  

"What sets BOLT apart from other InsurTech providers is our track record of helping insurers address industry challenges and evolving customer needs through a technology agnostic platform that includes a tightly integrated market network of both personal and commercial product options."

Quelle: letztes Posting

[1erhart]

Und der fallende Kurs im Jahr 2017 sagt alles über diese Klitsche.

Mit einem angeblichen KGV von unter 8

Mal schauen wieviel Miese pro Aktie sie für das 2.Quartal melden werden.

Alleine in 2017 in Euro gerechnet knapp 20% Miese und auch in USA 2017 in den Miesen und das bei haussierendem US-Markt.

[FlankerStan]

BOLT Solutions recognized as a 2017 ACQ5 Global Award Winner

NEW YORK, July 31, 2017 — BOLT® Solutions, Inc. (www.boltinc.com), the leading digital distribution platform provider to the property and casualty (P&C) insurance industry, has been recognized as a winner in the 2017 ACQ5 Global Awards hosted by ACQ Magazine and the ACQ5 news portal, for its intimate knowledge and expertise in the insurance industry as well as its innovative contributions to InsurTech and the P&C insurance industry.

http://www.actua.com/bolt-solutions-recognized-2017-acq5-glo…

[FlankerStan]

Why InsurTech Disruptors Won’t Be Taking Over the Industry

August 02, 2017

In a previous blog, we outlined the difference between InsurTech disruptors and InsurTech innovators. Innovators are those helpful folks who want to assist you in meeting the challenges of the current and future market. Disruptors? Well, they just want to take your market share.
http://blog.boltinc.com/insurance-distribution-solution-blog…

[1erhart]

Gestern neues 2017er Tief bei haussierenden US-Börsen bei 13,00 USD

In Euro kann man sich das Desaster für die paar investierten dann selbst ausrechnen

Und täglich wird das Minus grösser

Ich lach mich wech

[FlankerStan]

Customers are more likely to recommend VelocityEHS to a colleague than any other system

Growing list of accolades

Success in the 2017 Green Quadrant adds to a growing list of accolades VelocityEHS has received from top industry analysts in recent years. The company also earned top scores for ease of use, speed of implementation and customer service in the 2017 NAEM EHS & Sustainability Software Ratings Report, which found customers are more likely to recommend VelocityEHS to a colleague than any other system.

https://www.thestreet.com/story/14241667/1/velocityehs-named…

[FlankerStan]

Exzellente Aussichten für Bolt

https://www.reinsurancene.ws/insurtech-recognised-threat-rei…

[1erhart]

Und das nächste 2017er Tief bei haussierenden US-Börsen

Das sagt doch seit Jahren alles aus über diese Klitsche.

Nur das Brüderpaar begreift es immer noch nicht.

[FlankerStan]

Antwort auf Beitrag Nr.: 55.462.449 von FlankerStan am 04.08.17 22:01:39

Das Marktffeld von Bolt

The Insurtech Report

The global insurance industry is worth nearly $5 trillion, and insurance companies are at risk of losing a share of this valuable market to new entrants. That's because these legacy players have been even slower to modernize than their counterparts in other financial services industries.
This has created an opportunity for a group of firms known as insurtechs. These startups are leveraging new technology and a better understanding of consumer expectations to increase efficiencies in the insurance industry. Some are helping incumbents deliver better end products, while others are directly competing with legacy players.
In a report from BI Intelligence, we look at the drivers behind the increasing number of insurtech companies, how they are helping or disrupting legacy players in the insurance industry, and where legacy players are innovating off their own backs.
Here are some of the key takeaways:
The opportunity is currently biggest in the US and Europe. That's because these regions have large, very mature insurance industries.
Insurtechs' products and services mostly target retail customers. This includes small businesses and consumers.
Most insurtechs are acting as enablers. This means that they offer products and services that help insurers and reinsurers improve their processes and better serve customers.
Of the main players in the insurance industry, brokers are most at risk of disruption. This is because insurtechs can easily replicate their services and are solving historical industry problems faster than legacy players.
Legacy players are also innovating. In particular, insurers and reinsurers are investing in insurtechs and fintechs working with relevant technologies. At the same time, they are improving their own direct-to-consumer digital interfaces, increasing their disruptive threat to brokers.

https://www.businessinsider.com/intelligence/research-store?…

[1erhart]

!

Dieser Beitrag wurde von CloudMOD moderiert. Grund: unnötige Provokation, persönliche Angriffe bitte unterlassen

[FlankerStan]

http://www.actua.com/wp-content/uploads/2017/08/Earnings_Rel…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.488.885 von FlankerStan am 09.08.17 14:39:27

zum letzten Posting

okay, aber Umsätze leicht unter meinen Erwartungen

[1erhart]

1.QU 0,30 Verlust
2.Qu 0,22 Verlust

Hochgerechnet 0,30+0,22+0,22+0,22 = 0,96 USD Verlust (Diese Rechenweise Ist Libuda konform)

Und das soll dann ein KGV von PLUS 8 sein und beim damaligen Kurs von 14,15 USD

Da wohl der Rechner im Nirwana.

[FlankerStan]

In line with expectations

Q2 results in line with expectations

On track for the second half of 2017

Continued to invest in Actua through stock repurchases – Year-to-date, repurchased close to 2.2 million shares of Actua stock for approximately $30 million – Over the last 12 months, repurchased about 6.8 million shares of Actua stock for approximately $94 million – representing an almost 20% reduction in shares outstanding

http://www.actua.com/wp-content/uploads/2017/08/Q2-2017_Actu…

[1erhart]

Um auf ein 8er KGV für 2017 bei Kursen bei 14,15 müsste man dann im 2.Halbjahr 2,30 USD Gewinn erzielen.

Kann man ja alles nachlesen hier.

Also so verrechnet hat sich wirklich noch keiner.

Und der Kurs logischerweise wieder auf ein neues 2017er Tief

[1erhart]

Antwort auf Beitrag Nr.: 55.202.270 von FlankerStan am 25.06.17 22:05:23

Zitat von FlankerStan: und diesen Daten;

Net income attributable to Actua for the year ended December 31, 2016 was $70.1 million, or $1.91 per diluted share-

http://www.actua.com/wp-content/uploads/2017/03/Q4-FY-2016-R…

Das sieht logischerweise nur dann so gut aus, wenn Assets monetarisiert werden, daher ist nur die Ermittlung eines Gewinns über längere Zeiträume sinnvoll. 50 Millionen sehe ich da schon als realistische Durchschnittsgröße pto Jahr an was bei einer auf 30 Millionen durch Rückkäufe reduzierten Akteinzahl auf einen Gewinn pro Aktie von 1,67 hinausläuft - und damit auf ein absurd niedriges KGV von 14,15 geteilt durch 1,67 = 8,47.

[1erhart]

Ich halte einmal fest, da ja der User LIBUDA/FlankerStan generell ACTUA mit Hypoport vergleicht.
Deshalb hat er ja auch 2 Thread eröffnet:

1.Hypoport überbewertet und
2.Actua unterbewertet

Kursverlauf der beiden Aktien

30.12.14 Actua 18,35 USD Hypoport 12,15 XETRA
14.06.16 Actua 9,35 USD Hypoport 79,65 XETRA Tag der Eröffnung beider Threads
30.12.16 Actua 14,25 USD Hypoport 77,75 XETRA
09.08.16 Actua 12,00 USD Hypoport 124,65 XETRA

Hypoport mach seit Jahren Gewinn mit massiver Steigerung bei Marktanteilen/Umsätzen/Gewinnen.
Actua verbrennt seit Jahren nur Geld, hat seit knapp 20 Jahren meines Wissens noch kein Jahr auch nur einen Cent Gewinn gemeldet.

Soweit zu den Punkten 1 und 2

[FlankerStan]

Das kann nicht jede Unternehmung verkünden

Actua did not pay any interest during the three and six months ended June 30, 2017 and 2016 .

http://icge.ir.edgar-online.com/efxapi/EFX_dll/EDGARpro.dll?…

[1erhart]

Wahrscheinlich wurden die Zinsen gestundet.

[FlankerStan]

VelocityEHS Selected Top Solution for EHS Management and MSDS Management at ASSE Safety 2017

August 10th, 2017
VelocityEHS Selected Top Solution for EHS Management and MSDS Management at ASSE Safety 2017
Chicago (August 10, 2017) — VelocityEHS, the global leader in cloud environment, health, safety (EHS) and sustainability software, was recognized for its excellence by occupational health & safety professionals attending the American Society of Safety Engineers’ (ASSE) Safety 2017 conference. The VelocityEHS environmental management product won for best EHS Management Software and the company’s MSDSonline SDS/Chemical Management app was named best MSDS Management product in the show’s prestigious Attendee Choice Awards.

http://www.actua.com/velocityehs-selected-top-solution-ehs-m…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.502.670 von 1erhart am 11.08.17 08:01:03

Wahrscheinlich wollte Euch 1erhart belügen

denn mein Posting über 0 Zinsaufwand entstammt einem Filing an die SEC.

[FlankerStan]

Ich hoffe, dass bei dem gestrigen hohen Volumen und dem aus meiner Sicht niedrigen Preis

Actua mit Rückkäufen gestern mit einer ordentlichen Stückzahl zum Zuge kam.

Volume 314,608
Avg. Volume 141,982

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

[FlankerStan]

Antwort auf Beitrag Nr.: 55.504.917 von FlankerStan am 11.08.17 11:44:27

Das Tempo, in dem 10-Q kam. deutet m.E. darauf hin, dass man schnell aus der Quiet Period herauswollte

um wieder Rückkäufe zu den momentanen Kursen tätigen zu können. Natrlich darf man es auch nicht übertreiben, um sich die rückkaufkurse nach oben zu treiben.

FILING DATE FILING DESCRIPTION DOWNLOAD
09 Aug 17 10-Q
Quarterly Report          
09 Aug 17 8-K
Current report filing          

www.actua.com/investors/sec-filings/

[FlankerStan]

q2-2017-results-earnings-call-transcript

https://seekingalpha.com/article/4096948-actua-corporations-…

[FlankerStan]

doch sehr gut

Now as reflected on Slide 7, FolioDynamix had a very good quarter, with Q2 revenues increasing almost 27% compared to Q2 2016. ARR bookings for the quarter were approximately $1.6 million. Folio signed 11 deals in Q2, 21 year-to-date. The majority of deals signed in Q2 were in the RIA space, which is a good proof point of our expanding footprint in that part of the market. We attribute this momentum to the capabilities we gained through the SaaS acquisition, which we completed roughly 9 months ago.
Now Folio's pipeline of new deals is the strongest we have seen since we acquired the company. We're seeing a great deal of activity with larger firms now that they have moved beyond DOL and expect several to close this year. The company was EBITDA positive and ahead of expectations on the bottom line. And finally, regulatory assets under management at the end of Q2 were $7.5 billion compared to $5.3 billion at the end of Q2 2016. And total AUM, or assets under management, is now over $800 billion on the platform, an 18% increase over a year ago. And the number of accounts on the platform has increased by 14% over that same time frame.
https://finance.yahoo.com/news/edited-transcript-acta-earnin…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.506.651 von FlankerStan am 11.08.17 14:53:24

Daten aus #482

And cash flow from operations was a source of $100,000 in the quarter, an improvement of 2.8 million from the 2016 quarter. We are very encouraged by the significant improvements we are reporting on the bottom line metrics. In particular on the adjusted EBITDA line where we reported positive adjusted EBITDA for the first time.

Focusing on quarterly metrics, gross margin of 75% is up from 73% in the 2016 quarter.

[FlankerStan]

Aus dem letzten 10Q-Filing an die SEC

Our focus on serving vertical markets, each of which has customers with similar needs and challenges, allows for narrowly-focused and rapid technology development, which results in technology that is often better suited than a horizontal solution to address customer needs and challenges. In addition, our proprietary, scalable and secure multi-tenant architecture enables us to have relatively lower research and development expenses than traditional software companies. Based in large part on those advantages, we have invested, and will continue to invest in research and development at each of our businesses to continue to develop differentiated, vertically-focused cloud-based offerings, which are highlighted by:

- approximately 3,000 commercial and personal property and casualty insurance products from approximately 100 carriers that Bolt is able to offer through its platform;

- the broad reach of FolioDynamix’s wealth management platform, which serviced approximately $777.3 billion of assets under management ("AUM") as of June 30, 2017 , and its complementary investment advisory services, which encompassed approximately $26.2 billion of AUM (of which $7.5 billion are Regulatory AUM) as of June 30, 2017 ; and

- VelocityEHS’ industry-leading proprietary database, which contains over 12 million safety data sheets.

Another key component of our business strategy, in addition to our multi-vertical domain expertise and effective and efficient research and development, is the leverage inherent in the recurring revenue generated by our cloud-based software delivery model. In part because our customers are required to make periodic payments to continue receiving access to our cloud-based offerings, we have established long-term relationships with our customers, many of which are governed by multi-year contracts that have historically high renewal rates. The consistent revenue stream provided by our recurring revenue model, coupled with our relatively high gross margins, allow us to drive revenue growth more consistently over time through investment in lead generation, sales and marketing. In order to ensure that we are effectively leveraging our cloud-based model, we closely monitor and manage the revenue growth rates, along with the gross margins, number of customers and a variety of customer retention and sales efficiency metrics, at each of our businesses. Through the second quarter of 2017 :

- Bolt's revenue grew approximately 18% from the corresponding six -month prior year period. During the six months ended June 30, 2017 , Bolt served approximately 2,100 independent commercial and personal property and casualty insurance agent customers, a number of large commercial and personal property and casualty insurance carrier-agency customers, seven customers who are non-traditional sellers of commercial and personal property and casualty insurance products and one state commercial and personal property and casualty insurance exchange customer;

- FolioDynamix’s revenue grew approximately 25% from the corresponding six -month prior year period. During the six months ended June 30, 2017 , FolioDynamix served approximately 130 direct financial services organizations, such as brokerage firms, banks (trust and retail), large registered investment advisors ("RIAs")

- VelocityEHS’ revenue grew approximately 14% from the corresponding six -month prior year period. During the six months ended June 30, 2017 , VelocityEHS served around 12,800 customers; approximately 75% are platform customers, consisting of large and mid-market North American businesses in a wide variety of industries.


http://icge.ir.edgar-online.com/fetchFilingFrameset.aspx?Fil…

[FlankerStan]

Sehr Positives von Anthem Venture

During the three and six months ended June 30, 2017 , Actua received distributions in cash and stock related to its partnership investment in Anthem Venture Partners ("Anthem"), a cost method business that resulted in total proceeds of $2.7 million and $3.7 million , respectively. Actua had no remaining basis in Anthem; therefore, a gain was recognized in those amounts for the respective periods.

http://icge.ir.edgar-online.com/fetchFilingFrameset.aspx?Fil…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.514.715 von FlankerStan am 13.08.17 10:33:20

Das momentane Portfolio von Anthem Venture

http://anthemvp.com/company_type/active/

Actua hält 9% an Anthem Venture.

[FlankerStan]

Antwort auf Beitrag Nr.: 55.515.378 von FlankerStan am 13.08.17 13:35:46

Was ust z.B. Surfair wert?

http://www.millerbarondess.com/wp-content/uploads/2016/05/LA…

anthem Venture hält Anteile an Surfair.

[FlankerStan]

Antwort auf Beitrag Nr.: 55.515.378 von FlankerStan am 13.08.17 13:35:46

auch die Anthem Venture-Beteiligung Scopely könnte sehr wertvoll sein

http://scopely.com/blog/scopely-ranks-9-on-inc-5000-list-of-…

[FlankerStan]

Ebenso die anthem Venture-Beteiliung Janrain

https://www.wallstreet-online.de/nachricht/9527983-janrain-i…

[FlankerStan]

Das Umffeld von Foliodynamix

http://wmtoday.com/2017/07/26/indispensable-advisor-joe-dura…

[FlankerStan]

Top Ten Institutionals  

Top Institutional Holders
    Holder    Shares§Date Reported % Out Value
FMR, LLC 5,039,228 ‎Jun‎ ‎29‎, ‎2017 15.00% 70,549,192
Dimensional Fund Advisors LP 2,669,742 ‎Jun‎ ‎29‎, ‎2017 7.95% 37,376,388
Vanguard Group, Inc. (The) 2,649,592 ‎Jun‎ ‎29‎, ‎2017 7.89% 37,094,288
Blackrock Inc. 2,352,772 ‎Jun‎ ‎29‎, ‎2017 7.00% 32,938,808
Renaissance Technologies, LLC 1,325,719 ‎Jun‎ ‎29‎, ‎2017 3.95% 18,560,066
ArrowMark Colorado Holdings LLC 1,010,898 ‎Jun‎ ‎29‎, ‎2017 3.01% 14,152,572
Polar Asset Management Partners Inc. 889,415 ‎Jun‎ ‎29‎, ‎2017 2.65% 12,451,810
Pembroke Management, LTD 884,607 ‎Jun‎ ‎29‎, ‎2017 2.63% 12,384,498
Rice, Hall, James & Associates 700,832 ‎Jun‎ ‎29‎, ‎2017 2.09% 9,811,648
State Street Corporation 683,241 ‎Jun‎ ‎29‎, ‎2017 2.03% 9,565,374
                                        §
finance.yahoo.com/quote/ACTA/holders?p=ACTA

[FlankerStan]

Für Rückkäufe gabe es heute auch wieder Möglichkeiten, was allerdings Disziplin und Geduld

erforderte:

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

[FlankerStan]

When it Comes to Compliance, VelocityEHS Has You Covered.
At a high level, VelocityEHS provides software to help you streamline and simplify compliance management. As part of our compliance management software suite, we offer a product called Compliance Management which allows you to create a single, centralized library to document and store all of your EHS compliance requirements, and gives you the ability to organize and track them in an intuitive calendar format. You can then quickly and easily schedule, assign and monitor corresponding action items across every location in your enterprise. Our Compliance Management product can be implemented on its own, or alongside our other software products as part of a broader compliance management effort.
For instance, our Audit & Inspection product gives you a streamlined system for evaluating the effectiveness of your compliance management programs. It features built-in customizable audit checklists that can be deployed across each of your facilities based on their unique compliance requirements, and available regulatory content integration that automatically updates your regulatory requirements using a comprehensive applicability analysis to ensure you stay in compliance.
Responding to changing regulations, including all of the necessary updates to processes, policies, equipment and personnel requires an effective change management system to ensure coordination across the entire enterprise. Ranked as the best Management of Change (MOC) system in the industry by leading third-party analyst firm Verdantix, our MOC solution streamlines complex EHS process workflows, and makes it easy for you to manage change with greater efficiency and visibility.
https://www.ehs.com/2017/08/naem-staying-ahead-of-the-curve/

[FlankerStan]

Extrem informativer Artikel zur Bewertung von SaaS-Unternehmen

https://techcrunch.com/2016/10/07/determining-the-worth-of-y…

[FlankerStan]

Antwort auf Beitrag Nr.: 55.560.546 von FlankerStan am 19.08.17 22:59:26

Welches Multiple würdet Ihr aufgrund der nachstehenden Vergleichszahlen Actua zubilligen?

www.bvp.com/strategy/cloud-computing/index

[FlankerStan]

Antwort auf Beitrag Nr.: 55.561.035 von FlankerStan am 20.08.17 09:18:38

Der Durchschnitt des Umsatzmutltiple liegt momentan bei 7,2.

.

Würden die laut Guidance ca. 128 Millionen von Actua mit diesem Multiple bewertet, ergäben sich 922 Millionen oder ca. 30 Dollar pro Aktie bei etwas mehr als 30 Millionen Aktien.

[FlankerStan]

Besonders interessant ist, dass Guidewire in der Quelle im letzten Posting mit 27,1 das höchste Umsatzmultiple aufweist.

Und die Branche ist die selbe wie bei Bolt
 
Guidewire Software Inc., commonly Guidewire, is a software publisher based in Foster City, California. It offers core back-end software for property and casualty (P&C) insurance carriers in the U.S. and worldwide, as well as the Guidewire Live suite of online analytics services for P&C insurers.

en.wikipedia.org/wiki/Guidewire_Software

[FlankerStan]

FolioDynamix and Apex Clearing Partner to Deliver Next Generation of Automated Investment Advice
Fintech firms aim to advance wealth management industry into fiduciary era with new configurable digital experience for advisor-investor collaboration

NEW YORK–Leading wealth management technology solution provider FolioDynamix announced its partnership with Apex Clearing, an independent, full-service clearing firm, to usher in a new wave of customer-centric investment technology in the wake of the DOL Fiduciary Rule. The collaboration of these two leading companies in the financial services industry combines turnkey investment technology from FolioDynamix with automated and expedited account opening and verification from Apex. This is an important step forward in the effort to evolve standard robo management into a fully configurable digital experience for advisors and investors.

http://www.foliodynamix.com/news/foliodynamix-and-apex-clear…

[FlankerStan]

Diese Beteiligung war mir bishrr nicht bekannt  

www.crunchbase.com/organization/relay-network#/entity