Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

Annual Revenue Growth of Govdelivery : 25% in Q1 2015 compared to Q1 2014  

Bolstered by the strong first quarter performance, Salesforce has raised its guidance for fiscal 2016. It now expects fiscal 2016 revenue to range from $6.52 billion to $6.55 billion, which is a year on year growth of 21%-22%. Salesforce originally guided revenue to reach $6.475 billion to $6.520 billion in fiscal 2016. The non-GAAP EPS guidance has also been revised to $0.69 to $0.71, compared to the original guidance of $0.67 to $0.69. Non-GAAP operating margin guidance remains unchanged at 11.9% to 12.2%.  

Insider Transactions of $800,000 Reported in May 2015

Date

Insider

Shares

Type

Transaction

Value*

May 8, 2015 BUCKLEY WALTER W III
Officer
27,500 Indirect Purchase at $13.39 per share. 368,225
May 7, 2015 ADELMAN DAVID J.
Director
20,000 Indirect Purchase at $13.50 per share. 270,000
May 7, 2015 BUCKLEY WALTER W III
Officer
10,000 Indirect Purchase at $13.68 per share. 136,800 Less
 

Boards gab es nichts umsonst:

Take look at the paid prices of $13.39 (Buckley). $13.50 (Adelman) and $13.68 (Buckley)

May 8, 2015 BUCKLEY WALTER W III
Officer
27,500 Indirect Purchase at $13.39 per share. 368,225
May 7, 2015 ADELMAN DAVID J.
Director
20,000 Indirect Purchase at $13.50 per share. 270,000
May 7, 2015 BUCKLEY WALTER W III
Officer
10,000 Indirect Purchase at $13.68 per share. 136,800 L  

Could Googe buy Bolt - I believe so

Bolt Solutions Introduces the "Bolt Google Connect" Program to Provide Easy On-Ramp for Insurers Interested in Participating in Google Compare

New Program Designed to Provide Insurers Simple, no Risk Participation in Google Compare Via the Bolt Platform

LAS VEGAS, June 8, 2015 (GLOBE NEWSWIRE) -- From the IASA Annual Educational Conference and Business Show, BOLT Solutions, Inc. , provider of the leading online sales and client support platform to the property and casualty (P&C) insurance industry, today announced its "Bolt Google Connect" program for insurers interested in participating in Google Compare. The new program is designed to enable insurers to quickly and easily participate in Google Compare with minimal cost, no risk, and no long-term commitment.
 

http://www.thinkadvisor.com/2015/04/06/...its-stealthy-success?t=rias  

MSDSonline's Plan1 First Responder Share Service Awarded Best MSDS Management Solution by EHS Professionals at ASSE Safety 2015 Conference and Expo
.
CHICAGO, July 7, 2015 (GLOBE NEWSWIRE) -- MSDSonline, the leading developer of cloud-based environmental, health and safety (EHS) solutions, today announced that its Plan1 First Responder Share Service was selected best MSDS Management Solution by top safety professionals at the American Society of Safety Engineers (ASSE) Safety 2015 professional development conference and exposition.
 

Visionaries even before the cloud was “the cloud,” no one has seen, built and grown more cloud businesses than the Actua team. We know what winning cloud businesses look like and what they must achieve to transform their markets.

With deep domain expertise at its core, The Actua Growth Engine is our proven approach for transforming vertical markets. It involves:
•Garnering the best and the brightest talent within each vertical market to define new industry standards and lead transformation
•Driving aggressive market expansion to accelerate adoption and provide richer and more comprehensive solutions
•Mitigating the financial risks of being an early adopter
•Supporting the vanguards of market transformation through ongoing education and insights

•Delivering continuous innovation that solves the problems of business customers

The result is a group of rapidly growing vertical cloud businesses helping our customers succeed. Today, we have over 800 employees delivering unrivaled domain knowledge, agility and responsiveness to our customers. Together we are Actua, and we are transforming markets

Quelle: actua.com
 

More than 8 million employees use MSDSonline's chemical management, on-demand training and authoring solutions to help perform their jobs safely

Additional information is available online at MSDSonline and on the official company blog MSDSonline is an Actua (ACTA) company.


Quelle: actua.com  

Northland Capital Markets assumes coverage on Actua Corporation (NASDAQ: ACTA) with a Outperform rating and a price target of $25.00.

Analyst Jeff Houston commented, "Actua (formerly ICG Group) is a diversified, pure-play vertical SaaS company focusing on P&C insurance, government communications, OSHA compliance, and financial advisors. All four units have their original CEOs in place and are similar in size (each generates $25-30 million of annual revenue) and financial profile, except for Bolt which is using cash to expand its network—a wise move, in our opinion. Corporate management focuses on optimizing and scaling operations with SaaS best practices and savvy tuck-in acquisition to drive market leadership, achieve/maintain 20%-plus organic growth, and create long-term sustainable margins. Actua does not look to exit any of its business units through acquisition or spin-off IPO."

Source: Read the complete article at The Street
 

Dimensionen und finde die Kursentwicklung der letzten enttäuschend, obwohl ich nicht vorhabe meine steuerfreien Gewinne zu kassieren.

Man kann nur hoffen, dass sie zu den niedrigeN Kursen einige zurückgekauft haben - in die Vollen werden sie wohl nicht gegangen sein, weil nur noch knapp 100 Millionen Cash da sind und man für Abrundungszukäufe bei den vier Beteiligungen auch Liquidität benötigt.  

Jun 22, 2015 BUCKLEY WALTER W III
Officer
10,000 Indirect Purchase at $13.46 per share. 134,600
Jun 19, 2015 GERRITY THOMAS P
Director
10,000 Direct Purchase at $12.99 per share. 129,900
Jun 18, 2015 ALEXANDER DOUGLAS A
Officer
10,000 Direct Purchase at $13 per share. 130,000
Jun 18, 2015 DOWNES DAVID K
Director
10,000 Direct Purchase at $13.02 per share. 130,200
 

June 30th, 2015

GovDelivery Improves Public Transit Rider Experience By Offering Real Time Updates via Text

Actua company, GovDelivery, is helping to further improve the rider experience on the Altamont Corridor Express (ACE) train. The regional rail service just tapped GovDelivery’s digital communication platform to launch a new text-messaging program that will allow riders to request and receive the specific real-time updates they need, right on their mobile phones.  While ACE already offers several other digital communication options through GovDelivery for riders looking to receive regular emails or text messages on rush hour alerts and real-time emergency alerts, this additional program offers a two-way text option to help riders stay connected on train arrival and departure times and delays.

“Given that 73% of mobile phone users leverage text messaging, ACE is improving the level of service it provides by allowing riders to request relevant, real-time updates via text message,” said Scott Burns, CEO and Co-Founder at GovDelivery.

And providing real-time updates is just one of many great examples of transportation agencies across the country leveraging technology to better ensure public safety and achieve greater customer satisfaction. In addition to other rail services like Bay Area Rapid Transit (BART) and Dallas Area Rapid Transit (DART), state, local and federal agencies are leveraging GovDelivery’s technology to achieve improved outcomes that include everything from real-time alerting for drivers to online license registration and renewal and even targeted marketing campaigns around preventing drunk driving, preparing for severe weather or preventing highway deaths. For more details on ACE’s new program, please visit: https://www.govdelivery.com/news-room/...e-altamont-corridor-express/
 

Extreme high book-value - near market-cap of 511,670,00
Total Stockholder Equity 418,198 ,000
 

niedriges Kurs-Buchwert-Wertverhältnis von 1,22.  

- 6 of the top 10 direct underwriters use the Bolt Platform™

- Bolt is enabling more than 50 of the biggest insurance companies to say "Yes" to their customers’ Needs

- Bolt Insurance and The BOLT Insurance Platform have customer ratings that place them in the top 1% of all US businesses
 

Competitor Salesforecom has a book value of 12 (near the 10-fold) as the result of a market-cap of 47.6 billion and a stockholder equity of 3.98 billion.

   

resultierend aus einer Umsatzschätzung von 130 bis 138 Millionen und einer momentanen Marktkapitalisierung von 504 Millionen, aber das Umsatzwachstum liegt bei 25 bis 30% und man hat zwischen 80 und 90 Millionen Cash.  

Q1/13: 12 Million

Q2/13: 13.5 Million

Q3/13: 16.1 Million

Q4/13: 17.7 Million

Q1/14: 18.4 Million

Q2/14: 19 Million

Q3/14: 20.8 Million

Q4/14: 26.6 Million

Q1/15: 30.6 Million

 

Digital communications and marketing platform that enables
public sector organizations to effectively reach citizens and
drive action
Important metrics:*
• Annual Revenue Growth: 25% in Q1 2015 compared to Q1 2014
• New Signings: Closed 29 deals in Q1 2015, reporting strongest
Q1 ever in the state and local markets and closed several deals
with federal agencies subsequent to quarter end
• Total Customers: Serving 1,000+ federal, state, local and UK
government agencies reaching 80 million citizen subscribers
• Pipeline: 20% pipeline growth since the beginning of 2015,
including 16 federal program opportunities
• TAM: > $1 billion
• Competitive Moat: Subscriber base creates network effect,
significantly expanding reach and audience for each customer
• Operating cash flow positive for the year
• Annual subscription revenue model
* As of 3/31/15 unless otherwise noted  

Read the complete text of the Conference Ball direct at Seeking Alpha:


Starting with GovDelivery on Slide 6, the company continued to see a strong revenue and pipeline momentum this quarter with revenue up 25% compared to Q1 2014. GovDelivery closed 29 deals in Q1 reporting its strongest first quarter ever in the state and local market. In the several market, the company closed several deals with federal agency is just subsequent to quarter end.

And from an overall pipeline perspective now with a focus on larger deals $100,000 and up. GovDelivery’s pipeline expanded 20% since the beginning of the year. A pipeline now includes 16 federal program opportunities most with existing federal clients, this is up from seven quarter.

In tandem with a strong revenue of pipeline momentum GovDelivery now has well over 80 million citizens in its network up from 75 million at year end. The company’s ability to help clients grow digital audience to the GovDelivery network continues to get stronger further strengthening its competitive advantage.

GovDelivery’s learning and trading community known as GovLoop continues to expand as well. During Q1 GovDelivery launched GovLoop Academy to improve the online trading opportunities for both GovDelivery’s government customers and GovLoops community have more than 150,000 members which is comprised of primarily government employees. GovLoop Academy currently has 25 courses on the platform and will continue to build out is content inventory as we further penetrate this market.

 

http://www.thinkadvisor.com/2015/04/06/...lds-on-its-stealthy-success  

Das Wachstum war nicht rein organisch, aber die zugekauften Unternehmen, die den nicht organischen Umsatz produzierten, waren aus der eigenen Cash finanziert. Und ein geringer Teil der Cash wurde sogar für Aktienrückkäufe eingesetzt.  

advisement (siehe 6297)


April 6, 2015

FolioDynamix Builds on Its Stealthy Success

Having built a huge asset base, the firm is doubling down on user experience

FolioDynamix has $727 billion in assets under advisement.

Call it the largest company you’ve never heard of, even though it goes head-to-head with Envestnet and other large industry mainstays.

Founded in 2007 via acquisitions, FolioDynamix has $727 billion in assets under advisement, 4.8 million active accounts, over 95,000 advisors users on their platform and $20.8 billion in AUM ($3.4 billion with discretion).
 

bei Actua hängt wohl damit zusammen, dass das organische Wachstum in Q1/2015 von den üblichen 25% bis 30 %auf 17% zurückging, was auf eine vorübegehende Stagnation bei Bolt zurückzuführen ist, die zudem in Q1/2014 eine hohe Steigerung hatten.


Kirk Morgan - Chief Financial Officer
Thanks Buck. We had a great first quarter and start to 2015 as the results across the board exceeded our expectations. Slide 11 through 13 summarize our consolidated results. Revenue for the quarter was $30.6 million up from $18.4 million in the 2014 quarter. Now after adding back the acquisition related differed revenue reduction revenue for the 2015 quarter would have totaled $31.3 million representing 17% growth organically, which we expect to improve as the year progresses and particular in the second half.