Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)
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https://www.thestreet.com/story/13923970/1/...lion-for-expansion.html
Daher kann ich auch in diesem Fall nicht nachvollziehen, warum weiter oben eine Adresse, die über Surf Air als Spam gelöscht wurde.
About FolioDynamix
FolioDynamix is leading the evolution of the wealth management experience, with an end-to-end technology solution paired with a suite of advisory tools including model portfolios, research, and overlay management services. Through our powerful technology platform, advisors can manage the entire client lifecycle from proposal generation to account opening to account management (trading and rebalancing) to reporting, all through a sophisticated but easy-to-use cloud-based solution. FolioDynamix is an Actua company (Nasdaq: ACTA).
http://www.foliodynamix.com/news/...n-of-automated-investment-advice/
How Fintech Is Shaping the Future of Wealth Management
A report from the World Economic Forum predicts three possible scenarios for advisors.
Ryan W. Neal | Aug 25, 2017
A new report from the World Economic Forum and Deloitte confirmed what many advisors, technology vendors and industry analysts have long insisted: it is established wealth management firms, not startups, best positioned to capitalize on disruptive technology.
http://www.wealthmanagement.com/technology/...uture-wealth-management
Actua says FolioDynamix has a revenue run rate of over $30 million a year with positive cash flow and earnings ..............
http://www.phillytechnews.net/2014/09/...hNews+%28Philly+Tech+News%29
Revenue Growth: 18% for 2015 compared to 2014
http://www.actua.com/wp-content/uploads/2016/02/Q4-slides-FINAL.pdf
in 2015 auf einen Umsatz von Foliodynamix von 36,6 Millionen.
http://www.actua.com/wp-content/uploads/2017/03/...ar-2016-slides.pdf
was die Fortschreibung meiner 36,6 Millionen aus 2015 nur auf 37,7 Millionen in 2016 bringt.
Revenue Growth: 23% in Q1 2017 compared to Q1 2016
http://www.actua.com/wp-content/uploads/2017/05/...arnings-Slides.pdf
Revenue Growth: 27% in Q2 2017 compared to Q2 2016
http://www.actua.com/wp-content/uploads/2017/08/...s_Slides-FINAL.pdf
Das würde zu einer Fortschreibung der 37,7 Millionen in 2016 aus 9534 auf 47,1 Millionen in 2017 führen.
Auch wenn wir nicht mehr das Multiple von mehr als 6 beim Kauf von vor drei Jahren verwenden, sondern nur noch von einem Multiple von 5 ausgehen, was bei dem wiedererlangten Wachstum eher konserativ wäre, kämen wir dann auf einen Fair Value von Foliodynamix von 235 Millionen.
Möglich müsste das menes Erachtens sein, was dann den Gewinn von Actua erhöhen bzw.
einen Verlust reduzieren würde. Ob es hier Aufholungsgebote gibt oder nur Wahlrechte, die bei Nichtausnützung zu Stillen Rewerven fürhen, kann ich auch nicht sagen, da ich nicht so tief in GAAP-Bestimmungen stecke.
Insurtech funding volume hovered close to $1 billion in the 2017 second quarter, a result nearly 150 percent larger than the same period a year ago, according to a quarterly report on the sector from Willis Towers Watson and CB Insights.
That was a 248 percent jump from the 2017 first quarter and reflected a record 64 transactions, compared to $283 million and 38 transactions for insurtech funding deals in the previous quarter. Insurtech funding in Q2 is also 148 percent higher than the $398 million in funding for 34 transactions in the 2016 second quarter, an 88 percent increase year-over-year, according to the report titled “Quarterly InsurTech Briefing Q2 2017
http://www.insurancejournal.com/news/...ational/2017/07/24/458672.htm
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/...ilitys-space-in-the-mart
Actua veröffentlich zwar vierteljaöhrlich neue Umsatzzahlen, für einzelne Teilbereiche ist dies rechtlich wegen Abgrenzungsproblemen aber schwierig.
Revenue Growth: 26% for 2015 compared to 2014
http://www.actua.com/wp-content/uploads/2016/02/Q4-slides-FINAL.pdf
Revenue Growth: 20% in 2016 compared to 2015
http://www.actua.com/wp-content/uploads/2017/03/...ar-2016-slides.pdf
http://www.actua.com/wp-content/uploads/2017/05/...arnings-Slides.pdf
Operating income (loss) (9,798) (11,398) (20,680) (24,499) Other income (expense): Other income (loss), net 2,558 (15) 3,425 (105) Interest income 142 39 297 87 Interest expense (44) (33) (71) (66) Income (loss) before income taxes and noncontrolling interests(7,142) (11,407) (17,029) (24,583) Income tax benefit (expense) (184) (72) (449) (198) Income (loss) from continuing operations(7,326) (11,479) (17,478) (24,781) Income (loss) from discontinued operations, net of tax (2,079) (4,160) Net income (loss) (7,326) (13,558) (17,478) (28,941) Less: Net income (loss) attributable to the noncontrolling interests(463) (817) (945) (1,869) Net income (loss) attributable to Actua $(6,863) $(12,741) $(16,533) $(27,072) Amounts attributable to Actua common shareholders: Net income (loss) from continuing operations$(6,863) $(10,763) $(16,533) $(23,123) Net income (loss) from discontinued operations (1,978) (3,949) Net income (loss) attributable to Actua common shareholders$(6,863) $(12,741) $(16,533) $(27,072) Basic and diluted net income (loss) per share: Income (loss) from continuing operations attributable to Actua common shareholders $(0.22) $(0.30) $(0.52) $(0.62) Income (loss) from discontinued operations attributable to Actua common shareholders (0.05) (0.11) Income (loss) attributable to Actua common shareholders $(0.22) $(0.35) $(0.52) $(0.73)
Quelle: http://www.finanzen.net/nachricht/aktien/...financial-results-5626916
Revenue Growth: 12% in Q2 2017 compared to Q2 2016 with SaaS revenue growing 17% during the quarter
http://www.actua.com/wp-content/uploads/2017/08/...s_Slides-FINAL.pdf
Auch für Velocity gehe ich von einem Multiple von 5 aus, wodurch sich für Velocity meines Erachtens ein Fair Value von 278 Millionen ergibt.
gerechtfertigt, sodass Bolt mit 25,2 mal 7 = ca. 176 Milllionen angesetzt werden könnte.
Aus der Markkaptialierung des Marktführers Guidewire von zur Zeit 5,775 Billionen und einem Gewinn, der zwischen 550 Million und 600 Millionen liegen dürte, ergibt sich Mulutiple von 10.
https://finance.yahoo.com/quote/GWRE?p=GWRE
https://finance.yahoo.com/quote/GWRE/financials?p=GWRE
Das wären dann zusammen mit den 513 Millionebn aus den anderen beiden Core-Beteiligungen = 636 Millionen.
Our Vertical Cloud (Venture) Businesses As of the date of this Report, the following are the most significant businesses included in our vertical cloud (venture) segment:
InstaMed Holdings, Inc. ("InstaMed") InstaMed operates a cloud-based healthcare payments network focused exclusively on healthcare providers, payers and patients. With its bank partners, InstaMed moves billions of dollars and information on its single, integrated network, connecting thousands of hospitals, practices and payers, and millions of patients for business. InstaMed’s innovative private cloud technology transforms the healthcare payment process by delivering new levels of payment assurance, simplicity, convenience and cost savings to the healthcare industry.
Parchment Inc. ("Parchment") Parchment is a leader in education credentials technology, allowing learners, educators and employers to collect, analyze, use and share credentials in simple and secure ways. Parchment’s cloud-based software offering is a transcript exchange and intelligence platform that enables the secure, rapid exchange of electronic transcripts and other student records among schools, universities, state education agencies and individuals. Through parchment.com, students can research colleges and discover their chances of admission, see how they compare with peers, get college recommendations and send official transcripts when they are ready to apply.
http://icge.ir.edgar-online.com/efxapi/EFX_dll/...TWS&ID=12221208
1 Nutzer wurde vom Verfasser von der Diskussion ausgeschlossen: Scansoft