Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)
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Nun behaupten manche, dass das bei anderen Firmen auch der Fall sei. Das stimmt zwar - und auch diese Firmen sind i.d.R. unterbewertet - aber bei den meisten Firmen ist es so, dass sie diese Cash für die Abwicklung ihrer Geschäfte benötigen. Das ist bei Internet Capital nicht der Fall, denn jede der 15 Beteiligungen hat wiederum ihre eigene Cash, die ihr schon vor Jahren von Internet Capital und anderen Wagnisfinanzierern zur Verfügung gestellt wurde.
Selbst wenn auf Dauer sich nur die Cash/Wertpapiere im Kurs widerspiegeln, gibt es mittelfristig für Internet Capital keine Probleme mit der Kursvervielfachung, denn die Monetarisierungen von 65% an ICGCommerce, 31% an Freeborders, 32% an Metastorm, 36% an Starcite und 5% an Emptoris werden in 2009 und 2010 über die Bühne gehen, sodass die Cash/Wertpapiere für sich genommen durchaus $15 - $20 der Rückkaufe immer kleiner werdenden Aktienzahl betragen wird.
Die Rückkäufe laufen mir allerdings zu langsam ab. Die oben zitierte Myfriendlyadvice behauptet auf dem Yahoo-Board, dass dies nicht schneller gehe, da die SEC jeweils die Käufe absegnen müsse. Ich kann das nicht so richtig glauben. Kennt sich hier jemand von Euch im US-Recht aus?
ICGCommerce ist hier der Weltmarktführer und wächst noch schneller als der Markt. Internet Capital ist mit 65% an ICGCommerce beteiligt. Alleine diese Beteiligung von 65% ist mehr wert als die momentane Marktkapitalisierung von Internet Capital. 160 Millionen Kasse/Wertpapiere und die restlichen 14 privaten Beteiligungen neben ICGCommerce gibt es umsonst.
U.S.-based ICG Commerce and the U.K.'s XChanging produced the strongest client satisfaction and experience scores of all global vendors in the 2008 user survey of procurement outsourcers and are likely beneficiaries of the homeshore bandwagon in PO, according to Brown-Wilson.
Internet Capit hat im Laufe des Jahres 2008 seine Beteiligung an Starcite von 26% auf 34% angehoben. Herzlichen Glückwunsch.
November 21, 2008
In recognition of its meetings industry solutions, Philadelphia-based meeting technology provider StarCite Inc. has received the Eastern Technology Council's "Top Emerging Technology Company of 2008" Enterprise Award, it announced yesterday.
The award, which recognizes one company annually based on criteria such as product innovation and company milestones, was presented during the Eastern Technology Council's annual Enterprise Awards gala in Philadelphia on Nov. 18.
"We could not be more proud to be named this year's Top Emerging Technology Company," StarCite CEO Greg Dukat said in a statement. "To win an Enterprise Award from the Eastern Technology Council is a very prestigious accomplishment and we are honored that our peers in the Philadelphia business community recognize StarCite as an innovative technology leader."
The Eastern Technology Council is an association of leaders from more than 700 technology and life sciences companies in the Philadelphia region. Its Enterprise Awards program recognizes individuals and achievements within that community.
"These companies and leaders have overcome the challenges of growing successful businesses, taking the necessary risks, making sacrifices and tough decisions," said Eastern Technology Council CEO Dianne Strunk. "The 2008 Enterprise Awards finalists and winners represent the strength of the Greater Philadelphia business community."
For more information about StarCite, which provides Web-based meeting and event planning solutions, visit www.starcite.com.
CHINDUS Global Delivery Model and ATLAS Governance Model Recognized as Compelling Client Relationship Management Best Practices
San Francisco, CA (PRWEB) September 18, 2008 -- Freeborders, Inc., the leading provider of technology solutions developed from China, today announced that the company has won the 2008 Chinese Frost & Sullivan Award for its exceptional delivery of IT solutions and outsourcing services from China to Fortune 500 companies.
Based on its recent analysis of the IT outsourcing market, Frost & Sullivan recognized Freeborders for demonstrating outstanding achievement and superior performance in the areas of leadership, technological innovation, customer service and strategic product development. Industry analysts compared the market participants and measured the performance through in-depth interviews, analysis, and extensive secondary research in order to identify best practices in the outsourcing industry.
This set of best practices and tools, formalized and monitored for compliance, comprises all facets of client relationship management including delivery, contract, risk management, and implements customized best practices for all its clients.
"The most compelling feature of Freeborders, within the process and delivery of IT outsourcing, is its development and deployment of the CHINDUS model," says Frost & Sullivan Program Manager Farheen Pasha. "CHINDUS gets its name from its ability to leverage the best processes, services, and functions across three geographical regions: China, India, and the United States; it combines the experienced, world-class management teams of the United States, deep outsourcing expertise and governance models of India, and technical skills and large talent pool of the Chinese IT market."
"We are pleased to receive this accolade from a company as prestigious as Frost & Sullivan," said Jim Reesing Executive Vice President, Freeborders. "The adoption of the CHINDUS and ATLAS models by the IT community within the USA is confirmation of our unique ability to deliver service to US-based customers from China. CHINDUS and ATLAS are instrumental in our ability to post exceptional growth figures - doubling our global sourcing revenue in 2007 and prediction of another similar strong year in 2008."
The CHINDUS model sources project teams from multiple geographies, and provides companies with the true value and flexibility of global delivery in a consistent and predictable manner. Industry leaders areattracted to its benefits of risk diversification, cost effectiveness, speed to market, increased productivity, and scalability as well as its proven track record in outsourced software application development, software testing, and software application maintenance.
"Trained professionals using consistent processes with global standards certifications (such as CMMI Level 5, ISO 27001) and a high degree of process maturity deliver world-class project management and underscores Freeborders' focus on quality and productivity," notes Pasha. "Customers of automated testing and QA and application development outsourcing in the software field are pleased with Freeborders' ability to provide long-term time and cost savings and drastically reduced testing cycles."
"Relationship management is a core component of both the CHINDUS delivery model and ATLAS governance model pioneered by Freeborders," observes Pasha. "This set of best practices and tools, formalized and monitored for compliance, comprises all facets of client relationship management including delivery, contract, risk management, and implements customized best practices for all its clients."
Each year Frost & Sullivan presents this award to the company that has demonstrated outsourcing excellence and maximized customer value within the industry in China. The recipient provides a host of high quality IT outsourcing solutions while staying competitively priced and has demonstrated impressive responsiveness to customer needs and flexibility in product offerings to suit customer businesses. Freeborders accepted the award at the 2008 Growth Excellence Awards Banquet on September 17, 2008 at the Parc 55 Hotel in San Francisco, CA.
About Freeborders
Freeborders is the leading global provider of offshore IT services and solutions delivered from centers of excellence in China. Privately held and based in San Francisco, CA, Freeborders is recognized for offering best practices in outsourcing by combining its award-winning global delivery model, CHINDUSSM, with its governance model ATLAS. Freeborders provides a full suite of services that encompass all phases of a project lifecycle including strategy, design, development, testing, implementation integration, and extended support. Freeborders is assessed at Level 5 of the SEI's CMMI, and is ISO 27001certified. To learn more, visit www.freeborders.com.
About Frost & Sullivan
Frost & Sullivan, the Growth Partnership Company, partners with clients to accelerate their growth. The company's TEAM Research, Growth Consulting and Growth Team™ Membership empower clients to create a growth-focused culture that generates, evaluates and implements effective growth strategies. Frost & Sullivan employs over 45 years of experience in partnering with Global 1000 companies, emerging businesses and the investment community from more than 30 offices on six continents. For more information about Frost & Sullivan's Growth Partnerships, visit http://www.awards.frost.com.
Metastorm Growth and Leadership Continue
Global Enterprise Software Vendor Delivers Strong Q3 Financial Results
BALTIMORE, MD - November 19, 2008 - Metastorm, a leading provider of Business Process Management (BPM), Business Process Analysis (BPA), and Enterprise Architecture (EA) software for aligning strategy with execution, today announced financial results for its third quarter ending September 30, 2008. The privately held company posted record revenues, record profitability and reported a continued increase in enterprise-wide deployments of its software. Metastorm experienced 22% growth in total revenues year-over-year on a proforma basis, and recognized a 50% increase in software license revenues from the same quarter last year.
Metastorm added 44 new customers to its portfolio in Q3, including DISH Network (U.S.), Johnson Controls (U.S.), PSCU Financial Services (U.S.), Rompetrol (Romania), Sec Servizi (Italy), Stanley Works (U.S.), Tops Markets (U.S.), and U.S. DHS Transportation Security Administration (U.S.). Existing customers expanding their use of Metastorm software included AMEC Group (U.K.), Banca Populare di Sondrio (Italy), Channel 4 Television (U.K.), Defense Information Systems Agency (U.S.), DHL Express (U.S.), Excellus Blue Cross Blue Shield (U.S.), Linklaters (U.K.), and U.S. Army (U.S.). Strong adoption rates and large enterprise license deals enabled Metastorm to post profitable growth for the quarter.
In August 2008, Metastorm successfully completed the integration of Metastorm Discovery™ - the software acquired through Metastorm's acquisition of Spotlight Data in December 2007 - with the Metastorm ProVision® enterprise modeling and business process analysis suite. Metastorm Discovery has become a key component of Metastorm ProVision, giving customers a formal tool to support process discovery and data capture on "as-is" processes which can then be analyzed and improved in Metastorm ProVision to eliminate inefficiencies, improve productivity and increase operational effectiveness.
Metastorm continued to receive strong external leadership recognition in the quarter. Metastorm ProVision was positioned in the Leader quadrant of the "Gartner Magic Quadrant for Business Process Analysis Tools," published by Gartner, Inc. in September 2008. In addition Metastorm was recognized by both the Deloitte & Touche Fast 50 and Inc. magazine for its strong growth and received the KMWorld Trend-Setting Product of 2008 and the Supply & Demand Chain Executive 100 awards for its product innovation.
Metastorm's ability to sell into three growing markets - EA, BPA, and BPM - combined with its proven track record of delivering results and customer success has had a very positive impact on the performance of the company that culminated in the filing of Form S-1 with the Securities and Exchange Commission in May 2008 announcing Metastorm's intent to pursue an initial public offering. Last week, Metastorm withdrew its registration statement on Form S-1 as filed with the SEC due to the volatile capital market conditions. Withdrawing the S-1 removes the overhead and legal restrictions associated with SEC regulations and will allow Metastorm to continue to execute on strategic initiatives and pursue potential acquisition opportunities to expand its product offerings and support continued growth. The company will consider re-filing when market conditions improve.
"Our message of unifying strategy, analysis and execution with an integrated suite of EA, BPA and BPM software from Metastorm is clearly resonating in the market, as is evident by our continued growth in a very volatile economy," stated Robert Farrell, chairman and CEO of Metastorm. "Metastorm's software helps companies evaluate their enterprise assets and determine how to create greater efficiency and control in their core business processes. We understand the need for companies to optimize their business and gain rapid ROI and we continually work with our customers to realize quantifiable results through their EA, BPA and BPM projects. The ability to make optimal use of enterprise resources is especially critical in difficult times, and Metastorm is committed to providing software to help our customers in their efforts."
About Channelintelligence today and in the future 18 minutes ago “Our customer base represents the best of the best in eCommerce as we manage programs for 85 percent of the global 500 consumer electronics manufacturers and 55 percent of the Internet Retailer Top 500 retailers,” adds Lanny Tucker, Senior Vice President of Sales and Marketing for CI. “We’ve seen the growth in our customer base due to the breadth of data we manage across key industry verticals such as home improvement, apparel, toys, consumer electronics, consumer packaged goods and more. Our growth has enabled us to continue to recruit additional talent for our organization.
CI estimates it will be adding 420 new positions as it expands its Osceola County facilities over the next several years. The company currently employs a staff of over 150 and is actively recruiting for talented new hires across all departments to help fuel its continued growth.
New client for Emptoris 6 minutes ago BRIGHTPOINT, INC. CALLS ON EMPTORIS SOFTWARE
Fortune 500 Global Wireless Distribution and Logistics Company Selects Emptoris After Intensive Competitive Review Process
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Burlington, Mass. (December 10, 2008) – Emptoris, Inc., a leading provider of enterprise supply and contract management software, today announced that Brightpoint, Inc., a leader in the distribution of wireless devices and in providing customized logistic services to the wireless industry, has chosen to implement the Emptoris software suite after an intensive competitive review process.
A Fortune 500 company with more than $4.2 billion in annual revenue, Brightpoint has operations in more than 25 countries around the world. The company was selected as one of "Americas Most Admired Companies" by FORTUNE magazine.
"Emptoris is proud to add a company of the caliber of Brightpoint to its roster of Fortune 500 and Global 2000 company customers," said Kevin Potts, Vice President of Product Management and Marketing at Emptoris, Inc. "Brightpoint conducted an in-depth competitive review, and chose the solution deemed to be the best available in the market, a solution with which they could start quickly and grow steadily over the long term. It is the success of customers such as Brightpoint that have allowed Emptoris to be consistently ranked as the 'leader' in supply and contract management software."
Emptoris is consistently recognized by independent research firms as a leader in supply and contract management software based on its "heavyweight functionality," "ability to execute," and its track record of innovation. For more information, visit http://www.emptoris.com/newsroom/analyst...
About Emptoris
Emptoris is a world leader in innovative supply and contract management software solutions that empower enterprises to realize best value and accelerate profitable growth. Emptoris solutions are used by successful Global 2000 companies in every industry. Customers include American Express, Boeing, ConocoPhillips, GlaxoSmithKline, Kraft, Motorola, Owens Corning, Syngenta, and Vodafone.
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Re: New client for Emptoris 5 second(s) ago Emptoris is after Blackboard the biggest partner-company of Internet Capital. With revenues in 2008 of near 200 million the worth of Emptoris is about 600 million in the bad days of today and more than a billion by a better ecnonomy. Internet Capital is owning 5% of Emptoris.
Bad is, that stupid CEO Buckley had decreased the ownership on Emptoris from 63% some years ago to only 5% today. If Buckley hadn't decreased the ownership, the 63% on Emptoris would be the double of the market-cap of Internet Capital alone.
Somit ist das Potenzial von Internet Capital enorm.
Internet Capital hält hier 35%.
"Share Repurchase Program
In July 2008, the Board authorized the implementation of a share repurchase program pursuant to which ICG could repurchase up to an aggregate of $20 million of shares of ICG common stock. On December 12, 2008, the Board approved a $5 million increase in the aggregate amount of ICG common stock that may be purchased under the share repurchase program. As of the date of this filing, ICG has deployed approximately $9.25 million to repurchase approximately 1.95 million shares of its common stock under the program. Accordingly, following the increase, an aggregate of approximately $15.75 million remains available to repurchase shares of ICG common stock under the program."
Man hat das Rückkaufsprogramm von urspünglich 20 Millionen Dollar auf jetzt 25 Millionen Dollar erhöht. Abgearbeitet hat man davon inzwischen 9,25 Millionen Dollar und davon 1,95 Millionen Aktien zurückgekauft. Damit hätte sich die Zahl der umlaufenden Aktien von 38,7 Millionen auf 36,7 Millionen Aktien reduziert. Das ist zwar nur ein Tropfen auf den heißen Stein - aber besser als gar nichts. Bei jetzigen Kursniveau könnte nach der völligen Abarbeitung der 25 Millionen die Aktienzahl auf 34 Millionen sinken. Wenn die Verkäufe nicht von Institutionals gekommen sind, sondern von nackten Shortsellern, was ich vermute, könnte bei Internet Capital die wohl einmalige Situation eintreten, dass die Institutionals über 100% der ausstehenden Aktien halten. Unmöglich werden jetzt einige sagen - das ist möglich, da viele nackte Shortseller leer verkauft haben und diese Leerverkäufe noch eindecken müssen. Und das wird spannenden und wird zu einem Jump führen. Vorher sollte man aber schon in der Aktie sein.
Trotzdem meine ich, dass noch mehr Geld für den Rückkauf eingesetzt werden sollte und ich werde das auf dem Yahoo-Board auch weiterhin massiv einfordern. Würde Internet Capital den Rückkauf konsequent fortsetzen - und Cash (momentan noch ca. 75 Millionen bzw. 60 Millionen nach Abarbeitung des kompletten Programms über 25 Millionen) ist genügend da und kann durch Monetarisierung leicht beschaft werden (z.B. 60 Millionen durch den Verkauf der 2,2 Millionen Blackboard-Aktien). Zu den 25 Millionen sollten meines Erachtens noch mindestes weitere 25 Million kommen, so dass man bei ca. 30 Millionen umlaufenden Aktien landen würde.
http://www.freeborders.com/why-china.html
Ich bin der Auffassung, dass man noch schneller und höhere Stückzahlen zurückkaufen müsste. Meines Erachtens geht das momentan noch, das nackte Shortseller noch immer erhebliche Stückzahlen leer verkaufen, um die von $3 bis $4 auf $5 bis $6 gestiegene Range zu verteidigen. Wenn es rechtlich möglich ist, sollte man meines Erachtens den Direktkauf von Institutionals erwägen (bzw. wenn nicht möglich Blocktrades über den Markt), um den Kurs nicht abrupt nach oben schnellen zu lassen.
da dies den Kurs schon.
.12.08
China Outsourcing Summit - Days Three and Four
Days Three and Four
The final blog entry from my trip to the Gartner China Outsourcing Summit has hit a number of sequential delays. First, I was struck with the news of the terrorist attacks in Mumbai. Then, I was in a deep stupor having partaken of the traditional Thanksgiving feast last week. Most recently, I've been frantically preparing, and last night delivering a one hour talk on outsourcing in China, entitled "China's Century, Hype or Hope?" (more on that later...)
That out of the way, I thought I'd go through my notes and summarize days three and four of the summit. These were spent in session with Gartner analysts, and in boardroom sessions with vendors. I generally don't mind these 30 minute sessions, because they really are more "executive briefing" than sales pitch, and I learn a lot about the companies in question, as much based on their professionalism and presentation materials as based on their slide ware content.
The odd twist in this summit was that the presenters were a mix of companies and provincial government officials. I already explained the CCIIP - China Inc's PR and VC arm. These presentations were by regional affiliates from the target cities supported by the 1000-100-10 Project, in Chengdu to tell people like me about the relative merits of Xian as compared to Shenzhen.
My quick summary of both the vendors and the officials is that there is very little to differentiate one company from another (they are all roughly the same age, roughly the same size, and they say roughly the same stuff about themselves), or one city from another (they are all large and new and populous and beautiful and harmonious and filled with the ephemeral goodness of harmonious socialist state). That said, there are a few companies to watch, and there is a significant cost differential in China as you move away from the coastal cities.
Gartner highlighted the following companies as "top 10" by size. I'm not going to list the sizes here, or for that matter the URLs to the companies, since you can find this info easily if you're interested, and the Gartner stats on headcount were already significantly out of date. Here are the ten "largest" Chinese IT Outsourcing companies today:
Neusoft
DHC
SinoCom
Hisoft Technology
Chinasoft
Vance InfoTech
Achievo
Insigma
iSoftstone
Beyondsoft
My short list of "companies to watch" is:
DHC - These guys impressed me by talking about what they could do, instead of flashing up a bunch of Visio diagrams of network architecture and OSI stacks. They understand how to talk to buyers, which means (I think) that they understand something about business. I think they'll be successful, if they can continue to manage their service delivery. They have also secured significant venture investment from their customers, which I take as a good sign.
Beyondsoft - These guys are big (tenth largest) and have staffed US-based service delivery with US-resident Chinese staff who understand how to do business with Americans, and just as importantly, how to get business done in China.
Freeborders (11th in size, they are the first I've seen to develop significant American-Culture sales and marketing in the US. They followed up with me within two business days from the end of the summit, and have already gotten me scheduled for a lunch meeting to continue relationship building. These guys "get it" in a way that will win them new business in the months and years to come.
Dass sich die Shortseller fast tagtäglich die Mühe von Manipulationen in Frankfurt machen, spricht Bände.
Freeborders Wins 2008 Chinese IT Outsourcing Company of the Year
CHINDUS Global Delivery Model and ATLAS Governance Model Recognized as Compelling Client Relationship Management Best Practices
San Francisco, CA (PRWEB) September 18, 2008 -- Freeborders, Inc., the leading provider of technology solutions developed from China, today announced that the company has won the 2008 Chinese Frost & Sullivan Award for its exceptional delivery of IT solutions and outsourcing services from China to Fortune 500 companies.
Based on its recent analysis of the IT outsourcing market, Frost & Sullivan recognized Freeborders for demonstrating outstanding achievement and superior performance in the areas of leadership, technological innovation, customer service and strategic product development. Industry analysts compared the market participants and measured the performance through in-depth interviews, analysis, and extensive secondary research in order to identify best practices in the outsourcing industry.
This set of best practices and tools, formalized and monitored for compliance, comprises all facets of client relationship management including delivery, contract, risk management, and implements customized best practices for all its clients.
"The most compelling feature of Freeborders, within the process and delivery of IT outsourcing, is its development and deployment of the CHINDUS model," says Frost & Sullivan Program Manager Farheen Pasha. "CHINDUS gets its name from its ability to leverage the best processes, services, and functions across three geographical regions: China, India, and the United States; it combines the experienced, world-class management teams of the United States, deep outsourcing expertise and governance models of India, and technical skills and large talent pool of the Chinese IT market." Rating :
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Re: Freeborders is a company to watch 49 minutes ago Continue o the last posting:
"We are pleased to receive this accolade from a company as prestigious as Frost & Sullivan," said Jim Reesing Executive Vice President, Freeborders. "The adoption of the CHINDUS and ATLAS models by the IT community within the USA is confirmation of our unique ability to deliver service to US-based customers from China. CHINDUS and ATLAS are instrumental in our ability to post exceptional growth figures - doubling our global sourcing revenue in 2007 and prediction of another similar strong year in 2008."
The CHINDUS model sources project teams from multiple geographies, and provides companies with the true value and flexibility of global delivery in a consistent and predictable manner. Industry leaders areattracted to its benefits of risk diversification, cost effectiveness, speed to market, increased productivity, and scalability as well as its proven track record in outsourced software application development, software testing, and software application maintenance.
"Trained professionals using consistent processes with global standards certifications (such as CMMI Level 5, ISO 27001) and a high degree of process maturity deliver world-class project management and underscores Freeborders' focus on quality and productivity," notes Pasha. "Customers of automated testing and QA and application development outsourcing in the software field are pleased with Freeborders' ability to provide long-term time and cost savings and drastically reduced testing cycles."
"Relationship management is a core component of both the CHINDUS delivery model and ATLAS governance model pioneered by Freeborders," observes Pasha. "This set of best practices and tools, formalized and monitored for compliance, comprises all facets of client relationship management including delivery, contract, risk management, and implements customized best practices for all its clients."
Each year Frost & Sullivan presents this award to the company that has demonstrated outsourcing excellence and maximized customer value within the industry in China. The recipient provides a host of high quality IT outsourcing solutions while staying competitively priced and has demonstrated impressive responsiveness to customer needs and flexibility in product offerings to suit customer businesses. Freeborders accepted the award at the 2008 Growth Excellence Awards Banquet on September 17, 2008 at the Parc 55 Hotel in San Francisco, CA. Rating :
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Re: Freeborders is a company to watch 46 minutes ago The result of quality is revenue growth: Doubling of revenues in 2007 and 2008 will be similar:
"The adoption of the CHINDUS and ATLAS models by the IT community within the USA is confirmation of our unique ability to deliver service to US-based customers from China. CHINDUS and ATLAS are instrumental in our ability to post exceptional growth figures - doubling our global sourcing revenue in 2007 and prediction of another similar strong year in 2008."
http://messages.finance.yahoo.com/...21&mid=258221&tof=1&frt=1#258221
1 Nutzer wurde vom Verfasser von der Diskussion ausgeschlossen: tradeconto