Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

Summary of Platform Companies: Procurion, MSDSonline, Govdelivery and Investorforce    

•Leaders in respective markets

•Large, under-penetrated market opportunities

•Strong recurring growth/accelerating earnings

•Highly motivated, entrepreneurial management teams


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Drive Partner Company Growth    9 minutes ago    





• Procurian, GovDelivery and InvestorForce each had record bookings in Q1 2012

• Procurian acquired Neuwing Energy Ventures; GovDelivery acquired GovInteract  

Drive Partner Company Growth    

• Procurian, GovDelivery and InvestorForce each had record bookings in Q1 2012

• Procurian acquired Neuwing Energy Ventures; GovDelivery acquired GovInteract  

Effectively Deploy Capital    

• Acquired 96% interest in MSDSonline, building out our government and compliance sector

•To date, repurchased 3.7M shares for $24.3M with $25.7M remaining in our share repurchase program (including repurchasing 133,000 shares to date in Q2 2012 for $1.2M)  

repurchasing 133,000 shares to date in Q2 2012 for $1.2M

Und das hätte man auch billiger machen können wie mit im Schnitt 9$.  

Refine Minority Holdings  

• Sold Metastorm and StarCite in 2011, yielding ~$80M in cash

• Processes underway to monetize/consolidate remaining minority holdings

sehe ich kritisch, denn vom Prinzip sehe ich hier langfristig die größten Chancen - auch wenn er nicht so ganz in das Plattformkonzept passt. Auch Channelintelligence ist eigentlich technologisch sehr gut, aber kaufmännisch nicht immer optimal geführt. Whitefence sollte man bei einem einigermaßen guten Preis verkaufen.  

eintritt, was in der oben angeführten Präsentation ausgesagt wird:

Long-Term Financial Goals    


By YE 2015: attain revenue run-rate of $500M with 15% EBITDA margin generated by 3 to 5 platforms.  

Govdelivery - Get the word out    

Leading Digital Communication Platform for Government

• 500+ govt. agencies on SaaS platform
o 30 million+ citizens receive updates from govt. through GovDelivery
o 15-25 million email/SMS/RSS/Phone/Social Media messages per day
o Adding 20,000 new subscribers per day

• Acquired GovInteract in late 2011:
o Proven multi-channel emergency communication solution
o Complete Web solution for small governments
o Bringing dialing capabilities into GovDelivery DCM



Addressable Market and Market Share :  

Addressable Market: $250-350M

Market Share: <8%

That are revenues of about 25 million.



Excellent: Subsidiary Govloop = Leading Knowledge Network for Government

• 55,000+ people in and around government collaborate to solve problems

• Supported by sponsors and online/offline training events

• Use GovDelivery reach to drive membership, but run independently



Summary of Opportunity
   
• Clear market leader: Public sector SaaS multi-channel communications platform

• Large, expanding and underpenetrated market

• Sticky application with strong renewal and upsell track-record

• Deep go-to-market and product domain knowledge with unrivaled relationships, unique contract vehicles and access

• Unique technology and customer network barriers to entry  

MSDSonline Overview Leader in On-Demand (Cloud-Based) EH&S Solutions

Headquartered in Chicago
135+ Employees
6,800+ Customers (w/High Retention Rates)
25% CAGR (2005-2011)
Help Companies Comply with OSHA & EPA Laws Leading MSDS Site on Internet
700,000+ Registered Users
Growing at more than 4,000 New Users / Month Leading Online MSDS Database
Millions of Indexed & Searchable MSDSs
10,000+ New / Updated MSDSs Added Each Week


EH&S Solutions    

Full Suite of EH&S Compliance Solutions
MSDS / Chemical Management
Injury & Illness Recordkeeping
Workplace Training
Compliance Reference Tools

Customers Using our Services
Save Time Managing Safety Information
Lower Costs in Meeting Compliance Requirements
Improve Safety-Related Communications to Employees
Reduce Potential Risks & Liabilities  

denn bieten 93 neue Jobs an:

https://procurian.tms.hrdepartment.com/cgi-bin/a/...s.timedate%20DESC  

http://www.channelintelligence.com/customers/index.html  

Kurve gekriegt zu haben, nachdem es dort offenbar einige Zeit nicht ganz rund lief. Zumindest deuten 13 Job-Offerten darauf hin (nachdem diese Zahl teilweise auf 0 heruntergegangen war):

http://www.channelintelligence.com/corporate/jobs.asp  

http://www.icg.com/default/assets/File/Presentations/annualmtg2012.pdf  

• Refined our minority holdings, with the sales of Metastorm to OpenText and StarCite to The Active Network yielding approximately $80 million to ICG

• Identified and completed strategic tuck-in acquisitions at Procurian (f/k/a ICG Commerce) and GovDelivery

•Repurchased 841,000 shares in 2011 for $8.6 million (to date have repurchased 3.7M shares for $24.3M)
–Increased total authorization to $50M with $25.7M of availability remaining

• Achieved $140.5M of core consolidated revenue in 2011, an increase of 19% over 2010

• Reported net income of $27.6M in 2011, reflecting the continuing improvement in our operating results and gains on the sales of Metastorm and StarCite

• Ended 2011 with over $144M of consolidated cash and a debt-to-equity ratio of less than .10 to 1

• We acquired a 96% ownership stake in MSDSonline for approximately $48 million, building out our Government and Compliance sector

• Best bookings quarter in our history; Procurian, GovDelivery and InvestorForce transformed late-stage pipeline opportunities into important contracts

• Expect accelerating growth beginning in the second quarter, which is reflected in the recent increase in ICG’s 2012 guidance
– Revenue guidance range was $150m to $160m - now $165m to $175m
– Ebitda guidance range was $16m to $18m - now $17m to $19m  

fassend in der Präsentation:

Summary of Platform Companies Procurian, Govdelivery, Investorforce and MSDSonline    

• Leaders in respective markets

• Large, under-penetrated market opportunities

• Strong recurring growth/accelerating earnings

• Highly motivated, entrepreneurial management teams  

von Alexander Wiederhold
Sonntag 01.07.2012, 15:42 Uhr Download -
+ Softbank - ISIN: JP3436100006

Börse: Tokyo in japanischen Yen / Kursstand: 2.953 Yen



Softbank ist seit Mitte Mai wieder im Aufwind. Der Technologiekonzern will sich nicht länger auf Mobilfunk beschränken. Mit Investitionen in alternative Energien wird Softbank zum Stromerzeuger in Japan. Die Anleger honorieren die Entscheidung mit Aktienkäufen. Der Kurs stieg in den letzten Wochen übertrieben stark und durchbrach dabei eine ohnehin schon steigende Trendlinie. An der runden Marke von 3.000 Yen stoppte die Bewegung jedoch.

Sowohl die Übertreibung als auch die kleine Kerze an der Tausendermarke lassen vermuten, dass der Kurs eine Pause braucht. die könnte ihn auf die Kreuzunterstützung bei 2.700 Yen zurückführen, bevor die Anleger nachlegen. Geht die Aufwärtsbewegung jedoch noch ein Stück weiter, so erreicht der Kurs bei 3.200 Yen die nächste charttechnische Marke. Dort greift dann erneut das Argument einer verdienten Pause.  

http://www.godmode-trader.de/nachricht/...eben-gut,a2866340,b613.html  

http://www.supplymanagement.com/news/2012/...g-value-hits-11-billion/  

http://messages.finance.yahoo.com/Stocks_(A_to_Z)/...amp;frt=2#270464  

in der letzten Präsentation:


About Procurian (formerly ICG Commerce)    

• The leading provider of Comprehensive Procurement Solutions

• Helps companies save a margin point or more by managing their indirect spend and delivering realized savings

• A decade of investment in a built-out Specialized Procurement Infrastructure™ that maximizes and accelerates results

• Proven and delivering measurable value from leading companies on a global basis



Procurian Highlights  

•2011 revenues grew 19% to $120.6 million compared with $101.1 million in 2010

•2011 EBITDA grew 30% to $22.2 million from $17.1 million in 2010

•Signed 5 new clients in 2011, as well as several key renewals, including Kimberly Clark and Timken

•Achieved over 100% of its savings targets for clients in 2011

•Signed 3 new multi-year, multi-million dollar contracts in Q1 2012, including Zurich Financial Services, CoreLogic and a global customer in the manufacturing sector

•Expect accelerating growth for the remainder of 2012  

http://www.freeborders.com/...ar-to-2012-global-outsourcing-100-list/  

http://www.youtube.com/watch?v=FY4ouOoWUi8  

http://www.youtube.com/watch?v=OcnJoIgJBMI&feature=relmfu  

http://finance.yahoo.com/news/...ns-marketing-solution-130000154.html  

Procurian dadurch exzellent positioniert:

"With this addition, Procurian now offers unmatched spend optimization solutions for marketers, with more than 70 specialists actively managing approximately $7 billion of spend each year, across 40 blue-chip clients."  

über die Neuerwerbung von heute:

http://www.spendmatters.com/index.cfm/2012/7/16/...ement-Benchmarking