Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)
Seite 207 von 385 Neuester Beitrag: 02.02.24 06:39 | ||||
| Eröffnet am: | 06.12.05 13:53 | von: Libuda | Anzahl Beiträge: | 10.605 |
| Neuester Beitrag: | 02.02.24 06:39 | von: ReeCoupons | Leser gesamt: | 1.330.813 |
| Forum: | Hot-Stocks | Leser heute: | 80 | |
| Bewertet mit: |  | |||
| Seite: < 1 | ... | 205 | 206 | | 208 | 209 | ... 385 > | ||||
Internet Capital Group, Inc. NASDAQ-GS
Institutional Holdings Description | Hide Summary
Company Details
Total Shares Out Standing (millions): 37
Market Capitalization ($ millions): $500
Institutional Ownership: 87%
Price (as of 2/8/2011) 13.64
Ownership Analysis # Of Holders Shares
Total Shares Held: 116 31,888,034
New Positions: 14 1,389,924
Increased Positions: 43 3,288,380
Decreased Positions: 46 1,260,007
Holders With Activity: 89 4,548,387
Sold Out Positions: 7 406,823
Click on the column header links to resort ascending () or descending ().
Owner Name
Select a name below for more information. Date Shares Held Change
(Shares) % Change
(Shares) Value
($1000)
FMR LLC 9/30/2010 3,810,200 (2,260) (0.06%) $51,971
CAPITAL WORLD INVEST... 9/30/2010 3,096,000 0 0.00% $42,229
DIMENSIONAL FUND ADV... 9/30/2010 3,043,203 (31,629) (1.03%) $41,509
BLAIR WILLIAM & CO/I... 12/31/2010 2,576,922 1,218,935 89.76% $35,149
COLUMBIA PARTNERS L ... 9/30/2010 2,047,596 110,955 5.73% $27,929
Dass die privaten Anleger nur 13% halten, kann mir keiner erzählen. Daraus schließe ich, da auch die ausgewiesenen Shortselling-Zahlen sehr niedrig sind, dass wir erhebliches Nacktes Shorten haben, das nicht erfasst wurde, weil die SEC hier keinerlei Kontrollen macht bzw. aufgrund ihrer miserablen Ausstattung auch gar nicht dazu in der Lage ist.
http://finance.yahoo.com/...ohlcvalues=0;logscale=on;source=undefined
Und die mit Abstand wertvollste Beteiligung von Internet Capital, ICGCommerce, ist der weltweit größte Pure Play im Bereich des Outsouring von Procurement, der nach 100 Millionen Umsatz (die fast identisch mit der Wertschöpfung sind, da fast keine Vorleistungen bezogen werden) in 2010 in 2011 zwischen 125 und 130 Millionen landen dürfte.
Internet Capital hält 80% = 652 Millionen. Das sind allein schon 100 Millionen mehr als die momentane Marktkapitalisieurng von Internet Capital. Kostenlos gäbe es dann auch noch 130 Millionen Cash und die 9 anderen Beteiligungen neben IGGCommerce kostenlos dazu.
Handelsdaten von Ariba vom Freitag:
Last Trade: 30.34
Trade Time: Feb 11
Change: 0.12 (0.40%)
Prev Close: 30.22
Open: 30.01
Bid: 29.41 x 200
Ask: 31.19 x 300
1y Target Est: 29.33
Day's Range: 29.79 - 30.59
52wk Range: 11.43 - 30.59
Volume: 1,390,682
Avg Vol (3m): 1,052,650
Market Cap: 2.72B
P/E (ttm): 48.94
EPS (ttm): 0.62
Div & Yield: N/A (N/A
Internet Capital hält 80% an ICGCommerce, die nach meiner Einschätzung ihren Umsatz von ca. 100 Millionen in 2010 auf 125 bis 130 Millionen steigern werden können. Allein diese Beteiligung stellt meines Erachtens schon die momentane Marktkapitalisierung dar.
http://www.outsourcing-center.com/...id-strategies-article-43190.html
Denn die noch nicht eingedeckten Shortsellern halten die Anleger für so blöd, dass sie den morgen vermutlich für das 4. Quartal veröffentlichten Verlust falsch interpretieren - denn Interne Capital macht nur in Quartalen Gewinn, in denen Vermögenswerte veräussert werden, was im 4. Quartal im Gegensatz zu den anderen drei vorhergehenden Quartalen vermutlich nicht der Fall war. Trotzdem dürfte für 2010 ein erklecklicher Gewinn ausgwiesen werden, auf dessen Basis sich ein KGV zwischen 6 und 8 egeben dürfte. Und auch im ersten Quartal 2011 ergibt sich durch die Monetarisierung von Metastorm schon wieder ein erklecklicher Gewinn.
http://www.icg.com/default/assets/File/Presentations/Webcast4Q10.pdf
Daher ist der von mir mit ca. 25 Dollar angepeilte Fair Value bestätigt worden. Und die kleinen Nach-Unten-Schaukel-Spielchen der immer noch nicht eingedeckten nackten Shortseller kann man zum Aufstocken seiner Bestände benutzen, wenn man seine Zielmengen noch nicht erreicht hat.
ICGCommerce is an excellent company 25-Feb-11 01:26 pm Comprehensive Procurement Solution Provider Sees 20 Percent-Plus Revenue Growth for Sixth Consecutive Year
PHILADELPHIA – February 24, 2011 – ICG Commerce, the leading provider of comprehensive procurement solutions, continues to build significant momentum through new customers and expanded engagements as companies are increasingly recognizing that indirect goods and services offer a significant and untapped cost reduction opportunity. Revenues grew by 24 percent marking the sixth consecutive year of growth of 20 percent or more; total spend under management increased 26 percent to $17.2B.
“ICG Commerce experienced significant growth in 2010 due to its differentiated and specialized infrastructure which combines the expertise, market intelligence, technology and process that companies need to optimize spending and accelerate the realization of savings,” said Carl Guarino, the company’s chief executive officer. “The sluggish economy continues to challenge business leaders to find new ways to simultaneously grow revenues and profits. By partnering with ICG Commerce, our customers access a comprehensive solution that allows them to accelerate and maximize cost savings that can be used to fund innovation and growth and improve the bottom-line.”
ICG Commerce added customers across a range of industries, including high-technology, consumer products and food service entering into new multi-year engagements with global prestige beauty products company, Elizabeth Arden and with leading casual dining company, Brinker International.
To support ICG Commerce’s continued global growth, the company opened in 2010 new centers in Prague, Czech Republic and Sao Paolo, Brazil. Based on its leadership in the procurement arena, ICG Commerce has been recognized by the International Association of Outsourcing Professionals® (IAOP®) as one of the world’s best outsourcing service providers in the 2011 Global Outsourcing 100 program.
In order to further its leadership position, the company made several key infrastructure advancements throughout the year. To help customers accelerate and maximize savings realization, ICG Commerce enhanced its proprietary technology platform adding new functionality that guides best-in-class sourcing, contracting, buying and on-going category management processes and provides unparalleled visibility into spending, compliance and realized savings. ICG Commerce also expanded its workforce comprised of dedicated procurement and category specialists by 20 percent and launched a first of its kind procurement leadership development program, focused on building exceptional leadership skills coupled with deep procurement expertise.
The company has also continued to invest in growing its business in the consumer products (CP) industry. The company bolstered its CP expertise by hiring industry veteran Thomas Bornemann to lead its CP practice and the addition of Pat Peters, a former top executive with Unilever, to its Consumer Products Executive Advisory Board.
“CP companies are committed to tapping into sustainable sources of savings that can be reinvested in new product development and new market penetration,” said Thomas Bornemann, consumer practice lead at ICG Commerce. “At ICG Commerce, we deeply understand CP market conditions and have developed our solution to help companies optimize spending in strategic areas such as Marketing, Logistics and IT while they focus on combating core commodity cost inflation and meeting the needs of the increasingly value focused consumer.”
In 2010, this focus resulted in a total of four new CP customers, including Elizabeth Arden. The addition of these new customers underscores a growing trend among consumer products companies to partner with comprehensive procurement solution providers to address complex areas of spend that are difficult to manage with traditional procurement approaches.
http://finance.yahoo.com/q/is?s=ARBA
Revenues of ICGCommerce was 101.1 million in 2010 . That growth of revneues to $101.1 million is an increase of 24% compared with 2009.
101,1 Millionen bei ICGCommerce stehen 376 Millionen bei Ariba gegenüber.
Ariba, Inc.(NasdaqGS: ARBA )
Real Time 30.34 0.52 (1.74%) 2:41PM EST
Last Trade: 30.46
Trade Time: 2:27PM EST
Change: 0.64 (2.15%)
Prev Close: 29.82
Open: 29.89
Bid: 30.43 x 800
Ask: 30.46 x 300
1y Target Est: 30.44
Day's Range: 29.81 - 30.50
52wk Range: 11.73 - 31.48
Volume: 762,661
Avg Vol (3m): 1,099,800
Market Cap: 2.73B
P/E (ttm): 49.14
EPS (ttm): 0.62
Div & Yield: N/A (N/A)
Würden die 101.1 Millionen Umsatz so bewertet wie die 376 Millionen von Ariba, müsste díe Bewertung von ICGCommerce bei 734 Millionen liegen.
Die 80% von Internet Capital an ICGCommercehätten dann einen Wert von 587 Millionen.
Dann hätten allein die 80% an ICGCommerce schon einen höheren Wert als die gesamte momentane Marktkapitalisierung von Internet Capital. Zusätzlich umsonst gabe es noch die anderen 9 privaten Beteiligungen neben ICGCommerce und 130 Millionen Cash/Aktien mit hinzu.
Nicht schlecht Herr Specht!!!!!!!!!!!!!!
"Onlinehandel - Verdreifachtung wahrscheinlich
"In diesem Jahrzehnt wird sich der Handel im Internet (E-Commerce) weltweit auf drei Billionen Dollar verdreifachen. Sein Anteil am Gesamthandel soll von vier auf zehn Prozent steigen."
Insbesondere die Beteiligungen Channelintelligence, Whitefence, Clickequations und Acquirgy werden davon profitieren.
• 2010 revenues grew 24% to $101.1 million compared with 2009
• 2010 EBITDA increased to $17.1 million from $13.4 million in 2009
• Cash position at year end was $17 million
• Signed 6 new clients and expanded relationships with 6 existing clients in 2010, yielding $112.5 million in total contract value and bringing total backlog to nearly $300 million
• 4 of the 6 new clients were in the consumer products sector, where the company has established a vertical go-to-market model that will be extended to other sectors in 2011
• Total spend under management grew to $17.1 billion compared to $13.6 billion at the end of 2009
• Recruited Joe Waterman as Chief Financial Officer
Und besonders glänzte das letzte Quartal, das vierte Quartals 2010:
And the good developement increase from quarter to quarter in 2010
- Revenues in the fourth quarter of 2010 was $28.5 million
- This numbers representing an increase of 25% over the comparable 2009 period.
- The EBITDA of ICGCommerce, excluding stock-based compensation and unusual items, for the quarter ended December 31, 2010 increased to $6.4 million, up from $4.9 million in the comparable 2009 period.
Greath fourth quarter of Starcite after some quarters of stagnation
• 73% increase in corporate meeting RFPs
• Added a large number of newcorporate clients across all industry sectors
• Demonstrated strong growth within existing client base in the 4thquarter, signing several five-year commitments and expanding global meetings solutions to Europe and Asia
• Supplier division experienced a very strongquarter in Q4,signing 3 very large deals (over $1 million each) with major worldwide hotel chains, along with several other new deals with a number of leading brands
• Continued to expand industry partnerships in 2010, including Orbitz, Experientand American Express
Sentiment : Strong Buy
http://www.icg.com/default/assets/File/...rts/Financials4Q10_supp.pdf
1. quarter 2009: 21.290 million
2. quarter 2009: 22.085 million
3. quarter 2009: 23.273 million
4. quarter 2009: 26.025 million
1. quarter 2010: 26.589 million
2. quarter 2010: 27.324 million
3. quarter 2010: 30.638 million
4. quarter 2010: 33.114 million
1 Nutzer wurde vom Verfasser von der Diskussion ausgeschlossen: tradeconto