Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

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/...p;filename=ACTUA_CORP_10Q_20170508
 

naiv ist, bei Insurtech-Plattformen zu unterstellen, dass man generell irgendeinen Prozentsatz von irgendwas bekommt - das Beispiel Bolt zeigt, dass die Realität sehr viel komplexer ist.  

Cash: $ 80 Million

angesetzt wird, reudziere ich den Betrag auf 40 Millionen, da weitere Aktien zurückgekauft wurden bzw. sein könnten und um eventuelle Verbindlichkeiten abzudckcen, obwohl in Kürze noch 10 Millionen aus dem Verkauf von Govdelivery eintreffen werden.

Somit werden aus den Vermogenswerten von 712 Millionen in 9250 insgesamt 752 Millionen, die auf die ausstehenden Aktien zu verteilen sind.  

gegangen sind, gehe ich von inzwischen 32 Millionen Aktien aus.

Teilt man die 752 Millionen aus dem letzten Posting durch diese 32 Millionen kommt man auf einen Fair Value von 23,5 Dollar.  

dass eher konserative private Anleger das Papier untergewichtet haben, weil sie es emotional nicht schaffen, einem Papier mit bewegter Vergangenheit, die aber jetzt über 15 Jahre zurückliegt, Eigenschaften wie die folgenden positiven zuzugestehen.

Actua has 98% customer retention and 70% gross margins. These facts have impressed some of the best known institutional investors.

https://seekingalpha.com/article/...rowing-saas-business-point-upside
 

ist schwer zu beantworten.  

Bekanntgabe der Quartalsergebnisse keine Rückkäufe stattfinden.  

August 02, 2017
Why InsurTech Disruptors Won’t Be Taking Over the Industry

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/...isruptors-wont-be-taking-over-the-industry
 

https://www.ehs.com/2017/08/...-injury-reporting-app-today-need-know/  

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/...bile-functionality.html
 

Mittwoch verkündete Umsatz für Q2/17 bei ca. 31,8 Millionen Dollar liegen dürfte.  

zurückgekaufter Aktien aus.

Das war am June 16, 2017:

Year to date, we have repurchased 1.7 million shares of Actua stock for $24.4 million

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

https://www.reinsurancene.ws/...hreat-reinsurance-revenues-86-survey/  

http://info.boltinc.com/hubfs/Thought_Leadership/...b81e-030802ce58d4|971dc912-94b9-4846-bbf3-d1ec6d6b217c  

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/...089/category=18669713
 

als Versicherungsmakler/-broker mit Boltinsurance aktiv. Ich vermute aber einmal, dass man dieses Geschäft nur auf kleiner Flamme kocht, vor allem um praktische Erfahrungen zu sammeln und sich Möglichkeiten offen zu halten. Denn eigentlich macht man damit einer wichtigen Kundengruppe, den Maklern, mit einer eigenen Maklerunternehmung Konkurrenz. aber soll
ange Boltinsurance keine gigantischen Maße annimmt, wird es kaum zu einer bedeutsamen Konkurrezsituation kommen.

BOLT Insurance Agency started as a better way for Small Business Owners to choose and buy their insurance by using the unique BOLT Insurance platform. The success of the BOLT Insurance Platform has produced customer ratings that place BOLT in the top 1% of all US businesses; in other words, our customers love us.

This same BOLT Insurance Platform has now evolved into a better way for anyone to choose and buy insurance, whether they own a business or not.

Our mission is to protect automobile owners, property owners, and small business owners from the risks they face every single day, including the hidden risks—by delivering best in class insurance products and service to protect you.  

https://www.boltinsurance.com/about/our-company/  

"The BOLT Insurance Agency is headquartered in Farmington, CT. BOLT Agents are licensed and trained on a state-by-state basis."

 

wobei ich Euch nicht sagen kann, ob einzelne Agenten auch für mehr als einen der 50 Bundesstaaten zuständig ist.  

https://www.boltinsurance.com/solution/areas-we-serve/  

https://vimeo.com/207854667  

Oakville, Ontario
Positions Currently Available
Software Developers - Oakville ON
Sales Consultant - Oakville ON
EH&S Implementation Consultant - Oakville ON

Chicago, Illinois
Positions Currently Available
Staff Accountant
Client Onboarding Specialist 1
Sales Associate

https://www.ehs.com/about-us/careers/open-positions/
 

Business Systems Analyst (Trade Interfaces) Posted on 8/7/2017
Secaucus, New Jersey

Associate, Client Service Posted on 8/3/2017
Dallas, Texas

Product Manager/Owner Posted on 7/31/2017
Secaucus, New Jersey

VP, Customer Success (Account Executive) Posted on 7/21/2017
Sacramento, California

VP, Customer Success (Account Executive) Posted on 7/21/2017
Dallas, Texas

Sr. Accountant Posted on 7/11/2017
Sacramento, California

Release Coordinator Posted on 6/20/2017
Secaucus, New Jersey

http://www.foliodynamix.com/culture/careers/
 

Erwartungen:

http://www.actua.com/wp-content/uploads/2017/08/..._Q2-2017_FINAL.pdf  

During the three months ended June 30, 2017, Actua deployed $13.6 million to repurchase approximately 970,000 shares.  Since July 1, 2017, Actua has deployed an additional $5.3 million to repurchase approximately 380,000 shares, resulting in year-to-date share repurchase totals of $30.3 million and approximately 2,175,000 shares.