Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)
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by flankenking.1 second ago.Permalink
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Addition of Highly Specialized Energy Management Capabilities Creates Independent and End-to-End Energy Management Solution that Maximizes Savings and Efficiencies
I believe, that this handling of Yahoo is criminal, because such a criminal practice is not part of the disclaimer of Yahoo.
Aber wenn sie überwiegend auf negative Emotionen sezten, hat man mit dem Dagegenhalten gute Chancen, insbesondere wenn das angegriffene Unternehmen eine niedrige Verschuldung hat. Dann kocht der Faktor Zeit die Shortseller ab, denn Emotionen haben zwar oft lange, aber keine ewigen Beine.
• Q3 revenues grew 26% to $37.5 million compared with $29.9 million in Q3 2011
• Q3 EBITDA of $5.7 million compared to $5.4 million in Q3 2011
• Completed the acquisition of Utilities Analyses, (UAI) a company focusing on comprehensive energy services that help clients cut utility costs and achieve ongoing savings in both regulated and deregulated environments
• Signed a new multi-year, multi-million dollar contract, as well as a key customer in the energy management space, and expanded contracts with three existing customers
• Total spend under management was $28 billion at the end of Q3
Revenues in 2012 will be about 145 - 150 million and EBITDA between 21 and 22 million and the growth will go on strong in 2013.
(NASDAQ: ICGE), A Diamond in the Rough
ICG Group (NASDAQ: ICGE) has a unique structure for an internet company. It is an internet holding company that is engaged in various business-to-business internet transactions through its network of partner companies. Its core companies include GovDelivery Holdings, Investor Force Holdings, Procurian, Channel Intelligence, Freeborders and White Fence. Through these core companies, ICG Group provides operational support, capital assistance, technological expertise and strategic business relationships to maximize the market potential of its e-commerce partner companies. The company’s set up works like a hybrid between an internet investment fund, as well as venture capital firm. In fact, it also carries on its book venture companies like Acquirgy, Go Industry and SeaPass.
Since the technology bust, ICG Group has divested some of its companies that have underperformed below its expectations. For the last 5 years, its revenues have grown by 16% a year, however, its net earnings have been volatile. If you normalize it, this would translate to $18 million a year, which is far lower than the net earnings of $47 million in 2011. The volatile nature of the company’s income is due to its capital structure. For example, the company posted net earnings of $21.3 million for the third quarter. This is a reversal from the net loss of $2.96 million for the same period last year. Its third quarter results included a fair value gain upon the consolidation of Channel Intelligence/My List. If you strip off the gain, it would have posted a net loss of $0.8 million.
For the year, the company is expected to post earnings per share of $0.03. This is a decline of 94% based on last year’s results. Its management expects revenues of $180 million to $190 million for the current year and operating income of $180 million to $20 million. On a longer term, analysts are more bullish over the company’s prospects. It is forecasted to grow its earnings by 17.50% a year for the next 5 years.
The Capital Structure Masks Its Real Earnings Power
Investors should analyze the company not on its consolidated financials but rather on the performance of its segments. The consolidated financials includes divestments and unconsolidated business segments that do not have an impact on the company’s true earnings capability.
For the last 3 years, its core business segment has normalized earnings of around $13 million. Meanwhile, its venture segment has incurred a loss of around $3 to 5 million. If you add these two segments, normalized earnings would have been at $9 million and excluding the net losses, it would have realized a net income of around $21 million. This seems achievable for a company that generates revenues in excess of $100 million a year.
You have to remember that its core businesses are at the forefront of technological advances. For instance, GovDelivery, a leading provider of government to citizen communications recently launched new mobile capabilities. This will translate to more revenue visibility for the company. Its Channel Intelligence has also partnered with Google Shopping to co-host a series designed to share holiday shopping insights. It has recently increased its ownership in Channel Intelligence’s parent to 52%, implying confidence in Channel Intelligence’s business model.
The key to ICG’s success lies in the company’s ability to acquire companies that increase shareholder’s wealth. For the last few years, ICG Group bought technology companies that have strong earnings potential. At present, ICG’s shares are valued as an investment fund rather than a technology company. The stock trades at 14 times earnings. This is in line with notable investment funds such as Apollo Global Management’s (NYSE: APO) and Kohlberg Kravis Roberts & Co. (NYSE: KKR). These funds are valued at 15 times and 8 times earnings, respectively. This looks like a mispriced gem for a bargain-hunting investor as ICG’s shares should be valued at higher earnings multiple.
Source: Emerging Growth
Wer in den USA kaufen kann/will, für den ergeben sich meines Erachtens momentan günstige Chancen - nicht für Zocker, sondern für Anleger.
Last facts about Procurian in Q3 in the slide presentation during the Conference Call was excellent or the finest of the finest
• Q3 revenues grew 26% to $37.5 million compared with $29.9 million in Q3 2011
• Q3 EBITDA of $5.7 million compared to $5.4 million in Q3 2011
• Completed the acquisition of Utilities Analyses, (UAI) a company focusing on comprehensive energy services that help clients cut utility costs and achieve ongoing savings in both regulated and deregulated environments
• Signed a new multi-year, multi-million dollar contract, as well as a key customer in the energy management space, and expanded contracts with three existing customers
• Total spend under management was $28 billion at the end of Q3
Revenues of Procurian in 2012 will be about 145 - 150 million and EBITDA between 21 and 22 million and the growth will go on strong in 2013. Revenues of Procurian in 2013 will be between 180 - 190 million and EBITDA about 35 million
Revenues of Procurian will be driven additional from the buy of Utilities Analyses: ICG-controlled Procurian buys Utilities Analyses
Philadelphia Business Journal by Peter Key, Reporter
Date: Monday, August 6, 2012, 11:53am EDT
Procurian said Monday it has bought Utilities Analyses Inc. for an undisclosed sum.
Procurian, which is based in King of Prussia, Pa., provides products and services that help organizations save money on procurement. It has combined Atlanta, Ga.-based UAI, which helps customers buy energy for less, with a business it already has that helps customers consume less energy to form Procurian Energy
Next Growht-Driver: Procurian Extends Its Energy Solution and increased revenues in this sector
PHILADELPHIA, Aug. 6, 2012 -- Leading comprehensive procurement solutions provider Procurian, today announced the acquisition of highly specialized energy management firm, Utilities Analyses, Inc. (UAI). UAI focuses on comprehensive supply-side services that help clients cut utility costs and achieve ongoing savings in both regulated and deregulated environments. Integrating UAI's energy supply-side capabilities with Procurian's existing demand-side capabilities creates Procurian Energy which provides an independent, end-to-end energy management solution that identifies, maximizes and sustains savings and efficiencies. Procurian Energy leverages 30 energy specialists who utilize proprietary market intelligence to manage $3 billion of energy spend across more than 60 clients
Das Management stockt auch in jüngster Zeit wieder auf.
flankenking by flankenking . 1 second ago . Permalink
10 Questions for Freeborders CFO Paul Machle
By Nancy Weil, IDG News Service
Sep 3, 2012 8:50 AM
Paul. Machle
Name: Paul Machle
Age: 45
Time with company: 6 years
Education: MBA from the JL Kellogg Graduate School of Management at Northwestern University
Company headquarters: San Francisco
Countries of operation: U.S., Canada, U.K., China, Hong Kong, Sweden, Malaysia
Number of employees total: about 1,000
Number of employees the CFO oversees: about 30
CFO's areas of responsibility: Finance, accounting, IT, metrics, some quality and strategy work
About the company: Freeborders provides consulting, technology and outsourcing services and products for Internet-based companies.
Sentiment: Strong Buy
Entrepreneur Profile
Jean Cholka, CEO of Freeborders
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Jean Cholka, CEO of Freeborders.
Sponsored Links
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Get Listed Here
Nathalie Pierrepont
Intern-
San Francisco Business Times
What it does: Sells IT services, technology and consulting.
HQ: San Francisco.
2011 Revenue: $29 million.
Employees: 1,200 (90 are based in the United States.).
Founded: 1999.
Background: I worked at AT&T for 20 years in different areas. Then I worked with an IT services consultancy company with delivery centers in India, called Kanbay International, which we took from having two clients through an IPO in 2004. I joined Freeborders as CEO in April 2007.
Procurian’s Global Logistics practice, lead by Ed Sands, described how its approach differed in style and substance from the common conception of procurement. “A typical procurement approach in the past would look at old price versus new price; identify the savings and target the bulk of the cost.”
Broadly costs were broken down into three key areas: linehaul typically represents about 60%, accessorials [supplementary items] 10% and fuel the remainder. Mr Sands said this latter category had, in the past, been off-limits to procurement teams dealing with road hauliers.
“In the case of attacking fuel costs, in the past that has been more or less off-limits; it’s an area where [carriers] tweaking the miles-per-gallon calculation for customers might have been done once every five years, if at all. But that area is now “in play”, and we are working with our clients to make sure everything is in play and to take a holistic approach, and no longer look at fuel costs as an explainable variant.
Leading brand marketers use CI Where-to-Buy to commerce-enable any digital marketing asset, including websites, display ads, video reviews, video ads, email, Facebook, other social media and more.
Consumers already engaging a brand are highly qualified and are often ready-to-buy. With CI Where-to-Buy, brands add intelligent “Buy Now” buttons to their digital marketing assets to drive these high-converting leads to participating retail partners.
The New Google Shopping
■New & improved shopping experience
■Based upon Product Listing Ads commercial model
■Rolling out now
■Product Data is king
■Product Bidding is a must
Product Data & Product Listing Ads Leadership
Product Listing Ads (PLA) is core to the new Google Shopping platform. CI is a featured Google Shopping launch partner – we know the ins and outs of PLA and are uniquely positioned to help you succeed. Want proof? CI clients have achieved an average sales increase of 349% over the first six months of 2012 year on Google Product Listing Ads – the new Google Shopping.
CI is the king of product data and our team leads the industry at product bidding. We can help you get up and running.
• Q3 revenues grew 26% to $37.5 million compared with $29.9 million in Q3 2011
• Q3 EBITDA of $5.7 million compared to $5.4 million in Q3 2011
• Completed the acquisition of Utilities Analyses, (UAI) a company focusing on comprehensive energy services that help clients cut utility costs and achieve ongoing savings in both regulated and deregulated environments
Sun Products Selects Procurian to Accelerate Procurement Transformation
Monday, July 23, 2012
Procurian Partnership to Drive Savings to Fund Innovation and Power Growth
PHILADELPHIA, July 23, 2012 — Leading comprehensive procurement solution provider, Procurian, formerly ICG Commerce, today announced its contract with The Sun Products Corporation, a leading North American manufacturer and marketer of laundry care and household products. Through the partnership, which began in 2011, Procurian is helping Sun Products reduce costs and continuously optimize spending in the areas of marketing, logistics, capital and energy services.
“Our goal is to continue to develop, innovate and grow our strong brands in the competitive consumer laundry and household care industry,” said Jim Duncan, Senior Vice President Purchasing and External Manufacturing of Sun Products. “By leveraging the infrastructure that Procurian has built to optimize indirect spending, we will add world-class indirect procurement capabilities to our organization, extract more value from key spend areas and realize these benefits faster than we could internally.”
Sun Products chose Procurian based on the company’s Specialized Procurement Infrastructure™, which infuses teams of dedicated category experts, real-time market intelligence and proprietary technology into a comprehensive spend management process.
“To retain a competitive position, companies continually look for new solutions to propel the business to the next level,” said Carl Guarino, chief executive officer, Procurian. “We are excited about partnering with Sun Products to help them create sustainable savings that can be used to fund innovation and power growth.”
Sun Products joins a number of other leading consumer product companies including Elizabeth Arden, Kimberly-Clark, Chiquita and Pinnacle Foods who have partnered with Procurian to rapidly deploy a world-class procurement capability that supports their growth objectives. Many companies are using comprehensive procurement solutions to drive the next generation of cost savings, helping to deliver as much as a margin point or more in savings which can be reinvested in marketing and new product innovation or taken straight to the bottom line.
And I am sure, that this important new contracvt will increase the revenues in 2013: Diebold Signs Multi-Year Contract Selecting Procurian to Optimize Spending Across the Organization
Technology and Services Leader Partners with Procurian to Accelerate Savings in order to Fuel Growth
PHILADELPHIA – September 11, 2012 – Leading comprehensive procurement solutions provider, Procurian, formerly ICG Commerce, today announced its contract with Diebold, Incorporated (NYSE:DBD), a global leader in providing integrated self-service delivery and security systems and services, and the largest producer of automated teller machines (ATMs) in North America. Procurian will help Diebold optimize spending in areas including human resources, information technology, capital, travel, legal, marketing, and financial services categories in North America.
“In order to maintain our competitive position, we will continue to innovate in terms of collaborating with our supply partners,” said Linda Parcher, Diebold vice president and chief procurement officer. “By leveraging Procurian’s built-out Specialized Procurement Infrastructure, we can accelerate our ability to manage indirect spend and capture significant savings that can help fund our strategic efforts.”
Diebold is working with Procurian to establish a high-performance capability to improve control, reduce its cost structure and support business growth through more effective procurement. Procurian is focused on helping clients transform procurement into a strategic function that fuels growth through measurable savings and market insights that optimize spending. Procurian’s unique offering provides its clients access to all the components necessary to optimize indirect spend and achieve the highest levels of procurement excellence, including dedicated teams of specialists with deep category expertise, real-time market intelligence, comprehensive processes and a sophisticated set of proprietary tools and technology.
“The Diebold team sees the expanded role procurement can play in helping propel their business,” said Carl Guarino, CEO of Procurian. “We’re excited to help this forward-thinking market leader optimize their discretionary spend.”
It appears that the stars have aligned in the analyst world around strategic sourcing as several analyst firms, Ardent Partners included, plan to publish research focused on this market. The analyst activity will not be the sole market catalyst but, it will help in general, and it will serve to help speed up the decision-making process for many groups which will mean that more deals will close sooner. Given the generally tight procurement department headcounts and large enterprises’ longstanding hesitancy to staff up, we believe that the strategic sourcing solution providers who also offer strategic sourcing services that are closely coupled with their solutions like BravoSolution and GEP will see stronger relative growth in the market and good expansion throughout the entire year. This leads to our next prediction…
While the prediction is self-explanatory, we should add that while having deep process, category, or industry expertise is valuable, more and more consultancies and outsourcers are also seeing the value in owning and controlling their own solutions. We expect at least one to take action this year.
Quelle: 5745
ICG Group selling Investor Force for $23.5 million
ICG Group selling software provider Investor Force to MSCI for $23.5 million
Associated Press – 1 hour 34 minutes agoEmail 0Recommend0Tweet0Share0PrintRELATED QUOTESSymbol Price Change
MSCI 33.15 0.25
ICGE 11.95 0.14
RADNOR, Pa. (AP) -- ICG Group, a technology company that operates cloud-based software and services, is selling software provider Investor Force Holdings Inc. to MSCI Inc. for $23.5 million in cash.
MSCI offers a variety of performance, risk management and corporate governance products and services. These include indices and credit analytics. The New York company's clients include asset managers, banks, hedge funds and pension funds.
ICG Group Inc. said Wednesday that it anticipates its cash proceeds from the sale totaling about $20.7 million. The Radnor, Pa., company expects to record an approximately $15.4 million gain on the sale.
The deal is expected to close in the first quarter.
Shares of ICG Group added 14 cents to $11.95 while MSCI's stock rose 34 cents to $33.24 in midday trading.
By Mark Lawson | More Articles
January 24, 2013
ICG Group (NASDAQ:ICGE): Current price $11.75
ICG Group said that one of its consolidated firms, Investor Force Holdings, will be acquired by MSCI I. Through the terms, MSCI will buy InvestorForce in a $23.5 million cash transaction, which should close in the first quarter. Upon closing of the transaction, ICG will post a gain of about $15.4 million on the divestiture of its InvestorForce interest and the release of any escrowed proceeds to ICG will bring additional gains.
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