Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

http://www.horsesforsources.com/...ement-outsourcing-blueprint-072413  

http://whitefence.com/  

Guide Taps Experience of Hundreds of Organizations to Ensure Communication Success
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SAINT PAUL, Minn., September 24, 2013 -- GovDelivery, the leading provider of cloud-based public sector communications solutions, today released “Guidelines for Government Communications Success.” The complimentary guide gathers best practices from more than 1,000 GovDelivery customers to provide government organizations with recommendations that can help ensure the success of their digital communications efforts.

“Effective citizen engagement is playing an increasingly important role in achieving mission results for public sector organizations,” said Scott Burns, CEO at GovDelivery. “This guide presents some of the most valuable digital communication strategies and tactics that government agencies can implement to engage more citizens, function more efficiently, and ultimately drive mission success.”

Encouraging government communicators to step back and evaluate whether their communication efforts are impacting their agency’s mission goals, the guide walks through the most important components of a successful communications program. The guide provides critical strategies and actionable tactics to help government organizations reach more citizens and stakeholders than ever before to encourage greater online and offline action, generating deep mission impact.

GovDelivery offers a massively scalable communications ecosystem currently in use more than 1,000 government organizations globally, helping those agencies reach more people, automate communications, save money and improve program results. Public sector entities from all levels of government achieve these objectives by using the platform to encourage residents and stakeholders to sign up for and receive updates on specific topics, from road closures to health and safety news to local authority service updates, through email, SMS/text messaging, and other digital channels such as social media.
 

Press Release: MSDSonline – Mon, Sep 30, 2013 10:39 AM EDT..

.CHICAGO, Sept. 30, 2013 (GLOBE NEWSWIRE) -- MSDSonline, a leading provider of sustainable cloud-based EH&S solutions, was designated as one of Chicago's fastest growing digital companies on Built In Chicago's annual list of the Windy City's Top 100 Digital Companies. This year MSDSonline jumped to the #32 spot, up 13 spots from last year's list. According to Built In Chicago, there are over 1500 digital companies in the Chicagoland area, including over 365 startups launched in the last year alone -- an average of one a day.
 

Professor of Operations and IT Stanford Graduate School of Business

Executives are under continued pressure to manage increasingly complex supply chains, the ever accelerating pace of change and volatile commodity markets. To meet these challenges, companies need to exploit every opportunity to eliminate wasteful activities and costs. One often overlooked opportunity is the spend associated with the goods and services that support the business such as marketing, IT, corporate services or logistics. A third party can provide the infrastructure to effectively manage these costs and the agility and insight needed to rapidly respond to market shifts.

Dr. Hau Lee of the Stanford Graduate School of Business expounds on these missed opportunities.


http://www.procurian.com/resource-center/expert-opinion  

Specialized Marketing expertise to help Procurement unlock savings and maximize value and influence

Procurian"s specialized marketing procurement solution brings insights into agency and other important supplier relationships, compensation models and service levels, along with innovative ideas to help Marketing leaders work more effectively with external partners.

Dynamic markets and demanding stakeholders

Managing marketing spending is more complex and complicated than ever before. Marketing dollars are being stretched across traditional advertising and an evolving mix of strategic and specialized digital agencies and channels, each with its own set of market dynamics, pricing and service expectations.

Helping marketers meet their growth goals while stretching budgets requires experienced marketing procurement professionals who have a deep understanding of Marketing"s challenges and needs. Marketers will value procurement resources that can work effectively with them through a highly responsive, specialized approach-- that"s where Procurian® can help.  

Form 8-K for ICG GROUP, INC.


--------------------------------------------------

3-Oct-2013

Entry into a Material Definitive Agreement, Results of Operations and Financial C



Item 1.01. Entry into a Material Definitive Agreement
On October 2, 2013, ICG Group, Inc. ("ICG"), Procurian Inc. ("Procurian") and Internet Capital Group Operations, Inc. (as stakeholder representative) entered into an Agreement and Plan of Merger with certain affiliates of Accenture plc ("Accenture") (such agreement, the "Merger Agreement"). Accenture has agreed, pursuant to the Merger Agreement, to acquire Procurian, one of ICG's consolidated subsidiaries, for $375 million of cash, subject to adjustment at the closing of the transaction for working capital, cash, debt and other items. The transaction, which is subject to a number of customary closing conditions, is expected to be consummated in the fourth quarter of 2013. ICG expects to realize approximately $324 million in connection with the transaction; a portion of ICG's proceeds will be held in escrow, subject to potential indemnification claims. ICG does not expect to owe any income taxes in connection with the transaction.

The foregoing description contains only a summary of certain terms of the Merger Agreement and is qualified in its entirety by reference to the Merger Agreement, which is attached hereto as Exhibit 10.1 and is incorporated herein by reference.





Item 2.02. Results of Operations and Financial Condition
On October 3, 2013, ICG issued a press release containing, among other things, certain pro forma financial information for the quarter ended June 30, 2013 that reflects the effect of the pending sale of Procurian to Accenture. A copy of that press release is attached hereto as Exhibit 99.1.

Notwithstanding anything herein to the contrary, the information under Item 2.02 of this Current Report on Form 8-K (including Exhibit 99.1) is being furnished under Item 2.02 and shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended (the "Securities Act"), or the Exchange Act, except as expressly set forth by specific reference in such filing.





Item 7.01. Regulation FD Disclosure
ICG has elected to furnish investors with supplementary historical pro forma and other financial information that reflects the effect of the pending sale of Procurian to Accenture; that information is attached hereto as Exhibit 99.2. ICG has also prepared an investor presentation relating to ICG and the sale of Procurian; a copy of the presentation is attached hereto as Exhibit 99.3 and is posted on ICG's corporate website at www.icg.com.

Notwithstanding anything herein to the contrary, the information under Item 7.01 of this Current Report on Form 8-K (including Exhibits 99.2 and 99.3) is being furnished under Item 7.01 and shall not be deemed to be "filed" for purposes of
Section 18 of the Exchange Act or otherwise subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act or the Exchange Act, except as expressly set forth by specific reference in such filing.

 

für zu niedrig. ICG Group erhält davon 324 Millionen - ein Betrag, der noch nicht vollständig im momentan Kurs antzipiert sein dürfte.  

Expansion of ICG's existing share repurchase program from $50 million to $150 million

Additionally, ICG's Board of Directors has authorized the . To date, ICG has deployed approximately $36 million to repurchase shares, leaving approximately $114 million for repurchases under the program.
 

For the six months ended June 30, 2013, ICG's cloud computing businesses achieved organic revenue growth of 37% from the prior year period: "Today marks the beginning of an important new chapter for ICG. Having worked for over a decade to build the value of Procurian, we are now excited to unlock that value with this transaction and to execute against our growth strategy as a pure-play cloud computing company. Given the vast market opportunity for cloud computing, our experience in building market-leading positions and our strong balance sheet, we are well positioned to create stockholder value by expanding our platform," Buckley concluded.

After the sale of Procurian, there are only cloud computing core-companies: MSDSonline, Bolt (former Seapass) and Govdelivery - and this three companies had organic revenue growth of 37% from the prior year period in the first half of 2013.

 

http://www.fool.com/investing/general/2013/10/03/...hares-popped.aspx  

ICG Group: Procurian Divestment Creates Pure Cloud Player Trading At Low Multiples


Oct 4 2013, 12:12 |
Disclosure: I have no positions in any stocks mentioned, but may initiate a long position in ICGE over the next 72 hours. (More...)

Shares of ICG Group (ICGE) spiked on Thursday after the company announced the divestment of Procurian to Accenture.

After the divestment of the procurement solutions specialist, the company will be fully focused on its cloud-based activities. Yet those activities look undervalued at the moment, trading at just 3.5 times expected annual revenues.

Even when applying reasonably conservative valuation multiples to the business I arrive at a price target of at least $20 per share, suggesting there is more upside left for shareholders at the moment.
 

http://seekingalpha.com/article/...ding-at-low-multiples?source=yahoo  

der verkauften Procurian zuletzt stagnierte, wuchsen die drei Cloud-Unternehmen MSDSonline, Bolt (früher Seapass) und Govdelivery sehr stark:

"This deal marks a huge transformation for ICG Group. The company generated revenues of $95.0 million in the first half of this year, from which $25.5 million were cloud revenues, implying that Procurian's revenues were $69.5 million.

Last year, Procurian generated $140 million in revenues, implying that the $375 million deal values the business at 2.7 times annual revenues.

This leaves just the cloud business including Govdelivery, MSDSonline and Bolt, which generated revenues of $25.5 million in the first half of this year. This compares to revenues of $26.6 million for the full year of 2012. Applying conservative growth rates to the cloud business for the second half of the year and cloud should be able to generate annual revenues of around $55 million this year."
 

http://www.icg.com/default/assets/File/...ons/ICGinvestpres100313.pdf  

Engagement bei ICG Group stark zurückgefahren - auf nur noch 3.800 Stück, weil mir beim Schwergewicht Procurian etwas die Dynamik fehlte und ich Local Corp für den aussichtsreicheren Internetwert halte, werde aber nicht weiter kürzen, weil mich das neue Konzept absolut überzeugt:

Corporate Development Strategy (und die ausschließlich in der Cloud)

Expanding into existing markets through M&A to add unique solutions, enter adjacent markets, or increase scale

Actively pursue new markets via platform acquisitions
• Build upon our track record of entering and scaling three new markets
• Leverage existing corporate development resources who are actively monitoring attractive markets
• Leverage database of thousands of cloud computing companies we have contacted over last four years
 

hält, wird weitgehed ignoriert.

Freeborders is a leading provider of information technology services to large and medium-sized businesses. We provide global consulting, technology and outsourcing services – focused on the financial services, travel, and internet e-commerce industries.

Whether delivering our services onsite with our clients or from one of our offshore development centers, our flexible engagements allow our customers to cost-effectively adapt their business to market opportunities and changes.
 

das momentan 1.000 bis 1.200 Beschäftigte hat und nach gesicherten 29 Millionen in 2011 bei 35 Millionen in 2012 gelegen haben dürfte und in 2013 meines Erachtens an 40 Millionen kratzt, ist allerdings nur sehr schwer abzuschätzen.  

Aber unter 120 bis 150 Millionen dürfte meines Erachtens der Wert nicht liegen, was für ICGGroup ca. 40 Millionen bedeuten würde. Allerdings ist meine Schätzung sehr vorsichtig und orientiert sich eher an rein chinesischen Vergleichsunternehmen - aber Freeborders sitzt ja mit ca. 100 Leuten auch in den USA und wird von dort geführt.  

Inernet Capital hat 8 Jahre gebraucht,um sich - wie in der Threadüberschrift angekündigt - zu verdoppeln !

Wenn es bei Local genauso lange dauert,dann gute Nacht !!!!!

MFG
Chali  

als bei Internet Capital.

Aber auch mit einer Verdoppeung in acht Jahren bin ich zufrieden, denn das war bei einem vertretbaren Risiko eine Rendite von 9,05% - nicht schlecht für die letzten doch sehr bewegten acht Jahre.

 

dass das Risiko bei Local Corp sehr viel höher ist als bei Internet Capital - das ist nun einmal der Preis für die höheren Chancen.

Durch den Verkauf von Procurian ist zwar vorerst durch die Cash von 350 - 400 Millionen bei Internet Capital sehr klein, aber mit zunehmender Verwendung für Investitionen steigt das Risiko wieder - aber auch die Chancen.

Vorerst sehe ich größere Chancen bei Local Corp, wo ich meinen Bestand auf 85.850 erhöht habe, während ich mein Engangement bei Internet Capital stark zurückgefahren habe, obwohl ich hier auch große Chancen sehe.  

https://freeborders-openhire.silkroad.com/...y_id=16542&version=1

ICG Group hält hier 31% - und seltsamerweise wird diese Beteiligung in allen Betrachtungen (mit Ausnahme des Threads von LIbuda) weigehend ignoriert. Nachvollziehen kann ich das nicht, denn einen Wert von 40 Millionen billige ich dieser 30%-Beteiligung mindestens zu.  

bei Freeborders.  

The Office for National Statistics (ONS) Leverages GovDelivery Network to Reach and Engage More People

ONS Achieves 500% Increase in Subscribers by Joining GovDelivery Network and Applying GovDelivery Best Practices

LONDON, Oct. 28, 2013 (GLOBE NEWSWIRE) -- GovDelivery announced that the Office for National Statistics (ONS) has reported outstanding subscriber growth and engagement after implementing GovDelivery's digital communications platform and connecting to the GovDelivery Network. Facing challenges in attracting new stakeholders, the ONS implemented the GovDelivery platform to drive awareness of the statistics it produces to stakeholders throughout the UK.