Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

hast Du vielleicht gerade 2K in FFM zugekauft und jammerst hier herum?  

auf einem 6-Milliarden-Markt, nämlich 65% an ICGCommerce:

http://www.reuters.com/article/pressRelease/...08-Feb-2008+BW20080208  

FREEBORDERS NAMED ONE OF THE Top 100 GLOBAL OUTSOURCING VENDORS by Global Services and NeoIT

Global survey recognizes top outsourcing vendors in leadership performance and management outcomes

SAN FRANCISCO, Calif., February, 2008 -- Freeborders, Inc., the leading provider of technology solutions developed from China, announced today that it has been named one of the top 100 Global Outsourcing Vendors.

Freeborders delivers a full range of application outsourcing, IT services and consulting to companies in North America and Europe focusing on financial services and technology, The company delivers top-rated services to Fortune 1000 organizations by combining strong project management with one of the largest technology centers in China.

"We are delighted to receive this recognition," says Jean Cholka, CEO. Cholka goes on to say that the combination of our strong processes, a world class global delivery model named CHINDUSsm and a strong governance model called ATLAS have all contributed to our achieving this important award."

The Global Services 100, now in its fourth year, is a tool for buyers of business and technology services. Judges from Global Services magazine team up with outsourcing experts at neoIT, a consulting firm that specializes in services globalization, to identify and evaluate the leading service providers located on four continents. The evaluation is based upon data provided by the service providers and third parties regarding effective operations, service offerings, client relationships and human capital. Winners are selected in each of 10 categories including service-delivery areas such as IT services, customer care and business process outsourcing. Winners are also selected in regions such as Eastern Europe, Asia, and Latin America.

About Freeborders
Freeborders is a U.S.-based, global provider of outsourcing solutions with development centers in China. The company specializes in a broad spectrum of information technology and information technology enabled services. Its state-of-the-art infrastructure, proven global delivery model, experienced management team, and highly skilled colleagues deliver to its clients award-winning customer support and quality. Freeborders is assessed at Level 5 of the SEI's CMMI, and is ISO 27001 as well as ISO 9901-2000 certified.To learn more, visit www.freeborders.com.

About Global Services
Global Services is a media platform with a portfolio that includes a magazine, website, events, newsletter and customized solutions. Our audience consists of corporate professionals engaged in the sourcing and management of business and technology services. Global Services is owned by CyberMedia (India) Limited. www.globalservicesmedia.com

About neoIT
neoIT is a management consulting firm that helps leading corporations improve and grow their business by capitalizing on services globalizationSM. Through a blend of strategic advisory services and hands-on execution support, neoIT provides advice and management expertise on the globalization of Information Technology (IT) and Business Process Outsourcing (BPO) services. For more information, visit www.neoIT.com.

 

von Freeborders:

http://www.freeborders.com/company/news.html

Besonders hervorzuheben ist der Deal mit Expedia, das größte IT-Outsourcing-Kontrakt in der chinesischen Geschichte.  

Cash-Bestand: 70 Mio Dollar (Stand 31.12.2007)
Verlust im letzten Jahr: 30 Mio Dollar
Jahresumsatz ca. 230 Mio Dollar
Börsenkapitalsierung laut Ariva: 320 Mio Dollar

Quelle: http://www.internetcapital.com/pdf/presentations/webcast4Q07.pdf
dort S. 18 und 19

Falls diese Zahlen stimmen und ich sie richtig interpretiert habe, dann kann Internet Capital locker unter 3 Euro/Aktie fallen.

 

ist sehr gut und Ihr solltet sie unbeding anklicken und Seite für Seite genau durchlesen, denn man sollte ja schließlich nur in das investieren, was man auch versteht. Vielleicht kommt der eine oder andere dann auch zu der Auffassung von mir, die sich um den Faktor 10 von der von maggusm unterscheidet, nämlich dass der Fair Value eher bei 30 Dollar liegt als bei den jetzigen 8.

Wenn Ihr zum Beispiel auf die von maggusm vorgeschlagenen Seiten geht, könnt Ihr unter anderem folgendes lesen:

Cash at September 30, 2007 $73.6
Partner Company Fundings $( 5.3)
Partner Company Monetizations $2.1
Corporate Operating Expenses/ Interest/ Other $( 1.3)
Cash at December 31, 2007 $69.1
Value of Blackboard Holdings at December 31, 2007 $88.0
Value of Blackboard Hedges at December 31, 2007 $( 3.7)
Value of GoIndustry Holdings at December 31, 2007 $18.2

Neben der Cash von 73.6 Millionen hat Internet Capital am 30.12.07 cashähnliche Wertpapierbestände von 88,0 - 3.7 = 84.3 aus dem Besitz von Blackboard-Aktien und 18,2 Millionen aus dem Besitz von GoIndustry-Aktien. Da macht zusammen ca. 195 Millionen am 31.12. aus. Zwar sind die Aktien von Blackboard inzwischen gefallen, aber die obigen 3.7 Millionen minus resultieren aus einer Kursabsicherung bei $35, sodass der Besitz von 2,2 Milllionen Blackboard-Aktien auch heute noch ca. 77 Millionen wert ist. Schon allein auf dieser 160 Millionen Cash/Wertpapiere ist es unwahrscheinlich, dass bei 39 Millionen Aktien der Kurs unter die von maggusm beschrieben 3 Dollar fällt. Ich vermute einmal, er ging davon aus, dass niemand von Euch die von Ihm angegebene sehr interessante Internet-Adresse auch liest - das solltet Ihr aber unbedingt tun.

Wenn Ihr da alle Seiten lest, kommen zwar nicht die Umsatzzahlen von maggusm raus, es ist sogar weniger - vermutlich so etwa 185 Millionen anteiliger Umsatz, die nicht nur von Kernbeteiligungen stammen, sondern auch von den wichtigen Nicht-Kern-Beteiligungen Creditex, Metastorm und Anthemvpcom. Vergleichbare Unternehmen haben ein KUV von 5, was auf 925 Millionen hinausliefe - Vergleiche mit einer Chaosfirma wie z.B. Intershop sind da kaum möglich und auch nicht mit einer Botenfirma wie CMGI, die ihr Geschäftmodell im Gegensatz zu Internet Capital fast komplett aufgegeben hat. Addiert man zu den 925 Million die 160 Millionen Cash, ist man bei 1085 Millonen und bei 39 Millionen ausstehenden Aktien nicht weit von $30 pro Aktie entfernt.

Schon allein die von mir vorgestellten Freeborders und die 32% daran machen zusammen mit der Cash/Wertpapiere von ca. 160 Millionen mehr als die Marktkapitalisierung aus.  

maggusm sprach nicht von 3$ sondern von 3Euro, anbetracht der Dollarschwäche ist das vielleicht doch noch zu erwarten!  

und für Internet Capital können dabei 300 Millionen Dollar herausspringen - in etws die momentane Marktkapitalisierung.

Takeover of Creditex is near     1 minute ago     CME to Buy Nymex for $9.4 Billion 17-Mar-08 05:33 pm Read the attached excerpt; the only missing piece for CME is credit derivatives. Sounds like there are two potential homes for Creditex - the partnership being formed by GS or the CME!!!

CHICAGO (AP)
Analysts praised the deal, saying it will give CME an important foothold into the fast-growing market for energy derivatives and access to new geographic areas.

"We believe this will be a great deal for CME over the long-term, particularly given the opportunity to meaningfully improve the operational efficiencies (particularly on the top-line) at (Nymex)," Banc of America Securities analyst Christopher Allen said in a research note to investors. "This deal gives CME an almost fully rounded product set, with credit being the lone missing piece at this juncture."

CME, the world's largest financial exchange company, hosts trading of contracts that derive their value from an underlying commodity or event for things such as gold, oil and wheat. Investors use these contracts to shelter their investment portfolios from swings in interest rates or fluctuations in the stock market.


Sentiment : Strong Buy
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 Re: Takeover of Creditex is near     17 second(s) ago     Worth of Creditdex is about 2 billion. Internet Capital owns 13% or 15%.  
 

https://www.vtrenz.net/imaeds/ownerassets/749/JOC%20Spend%20Thrift.pdf  

http://afp.google.com/article/ALeqM5jsYCoArSCBVSPYKwvPr5osc3yLBA  

Re: Worth of Creditex must be two billion and more when we compare     17 minutes ago     Revenues of Nymex in 2007 was $674 million - the revenues of Creditex in 2007 was between 200 and 250 million = a third of the revenues of Nymex.

A third of 9.4 billion = 3.1 billion.

Internet Capital owns 13% (one source) or 15% (other source) of Creditex.  
 

Channelintelligence, wo Internet Capital 41% hält.

Very important news from Channelintelligence     20-Mar-08 01:50 pm     Channel Intelligence Adds Over 100 New Participants to Ad Network


ORLANDO, Fla. (March 18, 2008) - Today, Channel Intelligence (CI) announced the addition of 113 new manufacturers and retailers to the CI Ad Network. The network currently includes over 2,000 retailers and 100 manufacturers across 20 countries. New participants include leading manufacturers such as Yamaha, Magellan, Linksys, and Haier, and retailers such as Target, PC Mall, Buy.com, Ace Hardware, Circuit City, Tiger Direct, Ritz Interactive, OfficeMax, B&H Photo Video and New Egg.

The CI Ad Network facilitates the online shopping experience for consumers by connecting them from the product pages on a manufacturer’s website to online retailers carrying the product in stock. This seamless process takes the consumers from browsing to buying in just two clicks. The consumer can purchase easily from their preferred online retailer without any potential buying distractions.

“We’re excited with the tremendous growth and adoption rate of the CI Ad Network,” states Tom Geraghty, Senior Vice President of the CI Ad Network. “Our program takes the benefits of where-to-buy functionality to the next level by providing product-level pricing and inventory to consumers. They want to make informed buying decisions and our program helps them do that.”

For manufacturers and retailers, the CI Ad Network provides an enhanced where-to-buy offering while accelerating online sales and fostering channel partnerships. The network is based on a CPA (cost-per-acquisition) model, which makes it a very cost-effective marketing program with little risk for participating retailers.

To learn more about the CI Ad Network, please visit http://www.channelintelligence.com/cian_... Retailers interested in joining the network are encouraged to sign up at http://www.channelintelligence.com/cian/...

About Channel Intelligence, Inc. (CI)
With product data as the core foundation of its marketing services, CI has created a database capable of storing, managing and optimizing hundreds of millions of products every day. Helping consumers easily find and buy products is CI’s primary goal. CI is able to accomplish this through innovative suites of services for manufacturers, retailers and publishers. CI works with some of the best solution providers in the industry and supports over 50 destination sites to benefit its customers which include hundreds of the world’s leading manufacturers and retailers such as Best Buy, JVC, Neiman Marcus Group, Panasonic, Spiegel, Circuit City, Target, Philips, ICE.com, Black & Decker, ShopNBC, Yamaha, Overstock.com and more.

Founded in 1999 by CEO Robert Wight and EVP Alan Fulmer, CI is a partner company of Internet Capital Group (Nasdaq: ICGE) and is headquartered in Orlando, Fla., with offices in Geneva, Switzerland and London, England. Learn more at http://www.channelintelligence.com. Rating :
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 Re: Very important news from Channelintelligence     20-Mar-08 01:51 pm     Channel Intelligence Selected by Top Internet Retailers Coldwater Creek, West Marine, Omaha Steaks and More to Manage Shopping Engine Programs


Orlando, Fla. (March 19, 2008) – Channel Intelligence, Inc. (CI), an industry leader in Web-initiated commerce solutions, added several new retailers to its already impressive roster of clients using SellCast™ Retailer Solutions to drive profitable sales from shopping engines and other marketing programs. The new customer wins include Internet Retailer Top 46 ranked Coldwater Creek, Omaha Steaks (No. 110), West Marine (No. 276), Art Select (No. 358), AmeriMark Direct (No. 296), Working Persons (No. 449) in addition to other well-known retailers that include New York & Company and Destination Lighting.

Steven Roth, Vice President of Strategic Consulting for CI, comments, “We are pleased to be working with these new customers and look forward to helping them grow their online presence and product sales through cost-effective product advertising with the shopping engines and other programs. We anticipate an exciting time ahead as we continue to raise the bar for what retailers can achieve online.”

SellCast™ Retailer Solutions drives profitable sales from search engines, shopping engines, online marketplaces, manufacturer sites, affiliate sites and mobile commerce applications to online retailers and local retail stores. Through a combination of innovative data optimization services and the option for complete end-to-end management of this marketing channel, SellCast helps retailers improve achieve success with product-focused online advertising.

This group joins the hundreds of retailer clients already benefiting from SellCast including a large number of Internet Retailer’s Top 500 Retail Web Sites ranked by annual sales, such as HP Home and Home Office Store, Best Buy, Circuit City, Target, Neiman Marcus Group, OfficeMax, Spiegel Inc., PC Mall, ShopNBC, Northern Tool + Equipment, Drs. Foster & Smith, Smart Bargains, Netshops, ICE.com, Shoemall.com, Overstock.com, BenchMark Brands, Golfsmith International, 1-800 Pet Meds, Casual Male, Instawares, Rock Bottom Golf and Things Remembered.

About Channel Intelligence, Inc. (CI)
With product data as the core foundation of its marketing services, CI has created a database capable of storing, managing and optimizing hundreds of millions of products every day. Helping consumers easily find and buy products is CI’s primary goal. CI is able to accomplish this through innovative suites of services for manufacturers, retailers and publishers. CI works with some of the best solution providers in the industry and supports over 50 destination sites to benefit its customers which include hundreds of the world’s leading manufacturers and retailers such as Best Buy, JVC, Neiman Marcus Group, Panasonic, Spiegel, Circuit City, Target, Philips, ICE.com, Black & Decker, ShopNBC, Yamaha, Overstock.com and more.

Founded in 1999 by CEO Robert Wight and EVP Alan Fulmer, CI is a partner company of Internet Capital Group (Nasdaq: ICGE) and is headquartered in Orlando, Fla., with offices in Geneva, Switzerland and London, England. Learn more at http://www.channelintelligence.com. Rating :
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 Re: Very important news from Channelintelligence     20-Mar-08 01:52 pm     Take a look at the complete clients-list:

http://www.channelintelligence.com/custo...

Internet Capital owns 41% of Channelintelligence. Remember Doubleclick, which were sold for 3.1 billion to Google, and Aquantive, which were sold for 6 billion to Microsoft.  
 

als einzige Zeitschrift gewagt, mit Internet Capital zu beschäftigen. Das war zumindest mutig, denn wie andere deutsche Publikationen hatte der Aktionäre das Papier auch bei sehr viel höheren Ständen in früheren Zeiten auch schon empfohlen. Wären sich aber die anderen Publikatione schämten, dass sie das Papier schon einmal bei 4.000 empfohlen hatten, beschäftigte sich der Aktionär immerhin mit Internet Capital. Da nach einem Preis unter 8$ ein Stoppmarke unterschritten wurde, ist man vor dem letzten Anstieg wieder ausgestiegen.

Interessant ist allerdings die fundamentale Begründung, die zeigt, dass man sich mit dem Papier intensiv auseinandersetzen muss, wenn man hier investiert. Denn die vom Aktionär argumentierten, als würde Internet Capital nur aus der Beteiligung ICGCommerce bestehen. In einem Punkt haben sie dabei sogar recht, denn die Marktkapitalisierung von Internet Capital entspricht in etwa dem Kassenbestand/Wertpapiere und dem 65%-igen Anteil an ICGComemrce.

Entgangen sind dem Aktionär die anderen Beteiligungen, z.B. dass die Beteiligungen von 15% an Creditex, 32% an Freeborders und die 32% an Metastorm jede jeweils gleich viel wert sind wie ICGCommerce und die 26% an Starcite nicht viel weniger. Und dass darüber hinaus Internet Capital auch noch mit 41% an Channelintelligence, 35% an Whitefence, 38% an VCommerce, 9% an Anthem Venture, 5% an Emptoris und weiteren Beteiligungen beteilgit ist, hat der zuständige Redakteur vom Aktionäre nicht mitbekommen. Aber immerhin muss man dem Aktionär zugestehen, dass er einen Wert nicht totschweigt, in dem man sich zu New Economy-Zeiten geirrt hat, wie das die angeblich als seriös bezeichnet Journallie tut.  

hält sind mehr al 300 Millionen wert.

mportant new client for T-Zero 7 minutes ago TULLETT PREBON SIGNS ON WITH T-ZERO; One of the Largest IDBs Joins Growing Universe of Market Participants Working With Leading CDS Electronic Affirmation and STP Platform; Tullett Prebon’s move reinforces benefits of T-Zero’s agnostic connectivity model LONDON, March 20, 2008 – T-Zero, the leading credit derivative affirmation and connectivity provider, today announced an agreement to provide post-trade affirmation and STP connectivity for Tullett Prebon, a leading voice and electronic inter-dealer broker in the global derivatives market. Tullett Prebon marks the third inter-dealer broker to join the T-Zero platform. The agreement further endorses T-Zero’s market leading position and comes at a time of unprecedented uptake in the number of sell-side and buy-side firms signing on for T-Zero. “We are very pleased that Tullett Prebon has joined the T-Zero platform,” said Mark Beeston, T-Zero President. “Against the backdrop of high volume and recent market volatility, taking advantage of a scalable solution for post-trade STP makes enormous sense. Use of T-Zero offers Tullett Prebon speed to market and the highest level of functionality benefiting their clients by helping them achieve the optimal level of operational efficiency.” Paul Humphrey, CEO e-Broking at Tullett Prebon, said, “T-Zero’s post-trade capabilities provide important efficiency and transparency in the credit derivatives market. This partnership will allow our clients to benefit from timely and accurate trade capture and will enable them to focus their resources on trading and risk management.” Mike Binns, Managing Director for Credit at Tullett Prebon, said; "This integration is testament to both firms' goals of providing post-trade services that improve operational efficiency and, therefore, further enhance the quality of our credit offering." According to Beeston, volume on the T-Zero platform reached another monthly record in January 2008, dramatically surpassing previous highs of 2007. The combination of a growing buy-side user base combined with added participants from the dealer, prime broker, fund administration and service provider communities is credited for the boost to volume. T-Zero’s approach to electronic connectivity and messaging directly addresses the major inefficiencies in post-trade, credit derivative processing that has been highlighted by regulators over the past year. Launched in July 2005, T-Zero provides agnostic connectivity and the benefits of accurate trade capture to a wide range of market participants, including inter-dealer brokers, buy-side firms, prime brokers and service providers. Available as either a stand-alone system or through the Bloomberg Professional service, T-Zero enables financial professionals to affirm, allocate, novate and terminate trades with counterparts in real-time, thus eliminating the primary source of operational risk. Through the expansive Bloomberg distribution channel, more than 250,000 financial markets participants have access to the platform and eleven leading dealers have signed on. Sentiment : Strong Buy Rating : (No ratings) flankenking -------------------------------------------------- View Messages Report Abuse Re: Important new client for T-Zero 4 minutes ago Continue of the last posting: ഊAbout T-Zero T-Zero is the credit derivative market leader in trade affirmation and connectivity. The T-Zero Platform ensures 100% accuracy of trade capture on trade date, greatly reducing operational and settlement risks and provides scalability to sustain future growth in the industry. T-Zero’s “agnostic connectivity” enables electronic delivery of trade data to virtually any downstream system and market service provider including DTCC Deriv/SERV, GlobeOp, Calypso and Thunderhead. T-Zero also provides straight-through-processing services through the Bloomberg PROFESSIONAL service and market leading e-trading platforms of Creditex and BGC . A truly open communications platform, T-Zero connects market participants including major credit derivatives dealers, hedge funds, asset managers, prime brokers, fund administrators and documentation execution providers. For more information about T-Zero, visit www.tzero.com. About Tullett Prebon plc: Tullett Prebon ( www.tullettprebon.com) operates as an intermediary in wholesale financial markets facilitating the trading activities of its clients, in particular commercial and investment banks. The business now covers seven major product groups: Volatility, Rates, Non Banking & Sterling Cash, Treasury, Energy, Credit & CDS, and Equities. Tullett Prebon's electronic broking division offers electronic solutions to these products. In addition to its brokerage services, Tullett Prebon offers a variety of market information services through its IDB Market Data division, Tullett Prebon Information. Tullett Prebon has its principal offices in London, New York, Hong Kong, Singapore and Tokyo, with other offices, join ventures and affiliates in Bahrain, Bangkok, Buenos Aires, Calgary, Frankfurt, Jakarta, Kuala Lumpur, Luxembourg, Manila, Mumbai, Paris, Salk Lake City, Santiago, Sao Paulo, Seoul, Shanghai, Sydney, Toronto, Warsaw and Zurich. Rating : (No ratings) flankenking -------------------------------------------------- View Messages Report Abuse Re: Important new client for T-Zero 5 second(s) ago T-Zero is a subsidiary of Creditex. My estimates of Creditex in the past was about 2 billion (based on revenues of about 225-250 million in 2007), but I believe, the worth could be higher, when we looking at the near 10 billion, which was paid from CME for Nymex. Internet Capital owns 15% of Creditex = 300 million and more.

 

wenn die Aktie wirklich so viel Wert wäre, warum hat sie dann fast 50% verloren in den letzten Wochen? Und warum hat sie 30 Mio Verlust gemacht letzes Jahr? Und warum brechen die Werte von den Beteiligungen auch ein? Alles irrationales Marktverhalten?

Daran glaube ich nicht.

Allerdings glaube ich auch nicht, dass die Aktie noch groß fallen wird.  

und über die Gewinnausweise solltest Du dich schlicht und einfach informieren. Es macht einfach keinen Sinn mit einem nicht Informierten zu diskutieren - zumal wir diese Diskussion hie schon hundert Mal geführt haben.  

http://www.pr-inside.com/...de-market-for-procurement-bpo-r428658.htm

Internet Capital hält 65% an ICGCommerce.  

http://messages.finance.yahoo.com/mb/ICGE  

bei der im vorherigen Posting angegebenen Adresse installieren, da inzwischen nach dem scharfen Kursanstieg der letzten beiden Tage in Panik geratene Shortseller das Yahoo-Board manipulieren.  

da informiere ich mich nämlich und nicht im yahoo Forum, von 30 Dollar kann einer viel schreiben. Fakt ist, dass wir in eine Rezession steuern und Beteiligungsfirmen Abschreibungen auf ihre Werte werden vornehmen müssen. Gerade im Internetbereich. Das siehst Du an der Beteiligung von der Beteiligung an Blackboard, dessen Wert vom Höchststand 50 Dollar auf 32 Dollar in den letzten Wochen zurück ging.

Von daher bist Du der Uninformierte. Gerüchte wie von "Big Short" wie man sie in Foren liest, sind natürlich Märchen. Aber Märchen leben davon geglaubt zu werden und wenn man genügend findet, die man verarschen will, dann steigt auch diese Aktie hier ...  

verarschen, wenn jemand das Geschäftsmodell nicht versteht oder absichtlich nicht verstehen will. Seit dem ersten Auftreten von maggusn aúf diesem Board habt Ihr schon fast 20% eingebüßt, wenn Ihr mit dem Einsteigen gezögert hat.

Hier wird eine alte Diskussion hochgekocht, die an die schon 100-mal auf diesem Board gekocht wurde. Internet Capital ist eine Beteiligungsgesellschaft, die davon lebt, dass sie Beteiligungen kauft und Beteiligungen verkauft. In 2007 hat sie eben keine verkauft und daher kann auch kein Gewinn herauskommen, da ja Geschäftskosten anfallen, auch wenn man keine Beteiligungen verkauft. Die haben aber nur vielleicht mit 5 Millionen zum Verlust von 30 Millionen in 2007 beigetragen. Der weitaus größte Teil resultierte aus einer Rückzahlung einer Wandelschuldverschreibung, die zu 100% ausgegeben worden war, aber mit 135% vorzeitig zurückgekauft wurde (Internet Capital ist seitdem übrigens schuldenfrei), um eine Vergrößerung der Aktienzahl in der Zukunft zu verhindern - dadurch entstand logischerweise ein Buchverlust.

In 2005 fand beispielsweise ein großer Verkauf (Linkshare) statt, wodurch der Gewinn bei 110 Millionen lag. In 2008 dürfte der Gewinn noch höher liegen, denn man hat ja zwei Monetarisierungen von Kerngesellschaften angekündigt. Davon ist Metastorm sicher, bei der anderen kann es sich um Starcite, ICGCommerce oder Creditex handeln. Im Extremfall kann dadurch ein Gewinn von einer Viertelmilliarde anfallen oder auch noch mehr - aber das hängt auch davon ab, ob das Verkäufe oder IPo's sein werden. Denn falls bei IPO's die Aktien behalten werden, fallen die Gewinne erst beim späteren Verkauf der Aktien an. Ich behaupte daher auch nicht, dass das KGV auf der Basis dieser Viertelmilliarde zwischen 1 und 2 liegt, sondern man kann eigentlich nur fragen: Wie hoch wird der durchschnittliche Gewinn in den nächsten fünf Jahren pro Jahr sein? Meine Antwort darauf ist 150 Millionen, womit wir bei einem KGV zwischen 2 und 3 sind - und daher habe ich ja schon oft über die billigste Internetaktie der Welt geschrieben.  

oder anderen von Euch in weniger als einer Woche gebracht hat, könnt Ihr leicht nachrechnen, denn der ist bei $7.80 hier in der letzten Woche aufgetaucht. Heute stehen wir bei $9.60 - das ist eine Differenz von 1,80. Und jetzt dürft Ihr einmal ausrechnen, wieviel Prozent 1,80 von 7,80 sind.

Last Trade: 9.62
Trade Time: 4:00PM ET
Change:  0.68 (7.61%)
Prev Close: 8.94
Open: 8.96
Bid: 9.58 x 100
Ask: 12.00 x 500
1y Target Est: 16.00
Day's Range: 8.90 - 9.66
52wk Range: 7.66 - 13.94
Volume: 232,642
Avg Vol (3m): 189,244
Market Cap: 372.28M
P/E (ttm): N/A
EPS (ttm): -0.81
Div & Yield: N/A (N/A)

Ich habe ja schon einige Mails erhalten, die behaupten, dass ein Teil des nackten Shortsellings aus Deutschland aus dem Umfeld der Berliner Börse her betrieben wird, habe das aber immer für Humbug gehalten. Das ist zwar im Prinzip weiter so, aber ich beginne doch nachzudenken, zumal die Kurse in Frankfurt extrem manipuliert werden - unter freundlicher Tolierung des dortigen Skontrenführers (das Wort "Mithilfe" habe ich mir verkniffen).
 

zu, denn dort hat BIG SHORT (das können auch mehrere sein) extra einen Mann oder eine Frau abgestellt, die Tag und Nacht das Yahoo-Board kontrolliert und alle auftauchenden positiven Information über die Beteiligungen von Internet Capital (und es gibt nur solche, was bei einem Wachstum der Beteiligungen von im Schnitt über 30% auch nicht verwunderlich ist) zu verstecken versucht, was sie mit einem Rating von "1 star + unrated" macht. Nun werdne einige von Euch sagen, dass dann andere entsprechend dagegen raten müssten. Das Problem ist, dass der Kontrolleur der kriminellen nackten Shortseller, wenn es sein muss, auch 100 Ratings mit 100 eigentlich nicht legalen ID's produziert. Ein Normalposter hat gegen diese profihaft von Profis betriebene Manipulation nur wenig Chancen.

Ganz scharf waren die z.B darauf, die nachstehende Information zu verstecken, so etwas ist schon meist eine Minute nach dem Posten geschehen:

ICG Commerce Drives Strong Growth in 2007     24-Mar-08 09:09 am     ICG Commerce Drives Strong Growth in 2007
Record growth propelled by ICG Commerce's commitment to helping customers achieve results


PHILADELPHIA - Monday, March 10, 2008 - Leading procurement outsourcing specialist ICG Commerce
today announced another year of record growth in 2007. The company has grown revenue 30+% year
over year for the past three years. This growth was fueled by a continued track record of delivering
exceptional service that includes meeting 100% of its savings commitments to customers. This results-
driven focus enabled the company to achieve an unprecedented renewal rate, extending all four major
contracts up for renewal in 2007, including The Goodyear Tire and Rubber Company, Cameron, Greif,
Inc., and a global technology giant. In addition, these results and strong customer references also helped
the company establish new relationships with Chiquita Brands International, with a global life sciences
company, and with several other leading companies.

Procurement outsourcing is a growing trend among leading companies that are looking to drive
meaningful bottom-line cost improvements or to fund other growth initiatives. According to a recent report
by Everest Research Group, procurement outsourcing delivers five times the savings of other outsourcing
endeavors such as IT and Finance and Accounting. As a procurement outsourcing specialist, ICG
Commerce’s proven ability to help its customers deliver multi-year, multi-million dollar cost reductions is
evidence of the substantial impact that can be realized through procurement BPO.

“ICG Commerce’s relationships with companies such as Goodyear, Greif and Chiquita are examples of
how leading companies are looking to specialist procurement outsourcing providers to help them focus on
their core competencies and improve financial results,” said David Tapper, Vice President, Outsourcing
Services Research, IDC.

In addition to expanding customer relationships, the company also grew its global footprint to meet
additional needs of its customers. The past year gave rise to a significant expansion of ICG Commerce’s
infrastructure in Asia, with the opening of a new office in Shenzhen, China to support low cost country
sourcing. The company also continued to build upon its European Center of Excellence to support global
relationships with customers such as Kimberly-Clark and Chiquita.

ICG Commerce’s demonstrated ability to deliver value to its customers has enabled year over year
growth that continues to outpace the market. “We look forward to another year of strong growth and
expanded global presence as we remain committed to helping our customers change the way they
manage their spend,” said Carl Guarino, CEO of ICG Commerce. Rating :
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 Re: ICG Commerce Drives Strong Growth in 2007     24-Mar-08 09:10 am     Internet Capital owns 65% of ICGCommerce. Rating :
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 Re: ICG Commerce Drives Strong Growth in 2007     24-Mar-08 09:28 am     Take a look at the high job-posting:

https://icgcommerce.tms.hrdepartment.com...

Denn hier wird schnell klar, dass schon einer der fünf großen Kernbeteiligunen ausreicht, um zusammen mit der Kasse/Wertpapiere die Marktkapitalisierung von Internet Capital zu erreichen.
 

dass er sich wohl nicht mehr als eine Minute mit dem Wert beschäftigt hat, aber trotzdem große Töne spuckt, die den einen oder anderen von Euch in den letzten drei Tagen fast 25% gekostet haben dürften.

Er hat beispielsweise überhaupt noch nicht mitbekommen, dass Internet Capital eine Beteiligungsgesellschaft ist, also eine Art verkappter Investmentfonds. Und hier kann man den Wert eigentlich so ausrechenen: Wert der Beteiligungen plus Kasse - minus Schulden (von denen Internet Capital keine hat). Als Ergebnis komme ich dabei auf einen Wert von weit über einer Milliarde Dollar, sodass die momentane Marktkapitalisierung von 350 Millionen lächerlich ist.

Das Problem ist allerdings, dass nur nur zwei ca. 18 Beteiligungen börsennotiert sind, so dass man bei den anderen auf eine aufwendige Recherche und Vergleiche mit anderen börsennotierten Unternehmen angewiesen ist. Zumindest bei Metastorm ist das anders, da wurde ja für 2008 ein Börsengang angekündigt und wenn die Börse etwas freundlicher wird, dürfte es unmittelbar losgehen.

Metastorm Achieves Record Growth in 2007 and Becomes Only Vendor to Secure a Leadership Position     24-Mar-08 09:12 am     Metastorm Achieves Record Growth in 2007 and Becomes Only Vendor to Secure a Leadership Position across BPM, BPA and EA Markets

BALTIMORE, MD – February 4, 2008 – Metastorm, a leading provider of Business Process Management (BPM), Business Process Analysis (BPA), and Enterprise Architecture (EA) software for aligning strategy with execution, today announced financial results for its fiscal year ending December 31, 2007. The privately-held company posted record total and record license revenues, increased profitability and reported a continued increase in enterprise-wide deployments of its software. The company has met all of its key financial targets for the year while at the same time completing three strategic acquisitions, including Proforma Corporation – a leader in enterprise modeling and process analysis software, Process Competence – a European-based process improvement consulting organization, and Spotlight Data – a software company specializing in data analysis and process discovery. Inclusive of its 2007 acquisitions, Metastorm experienced 42 percent growth in total revenues year-over-year. Metastorm’s existing customers accounted for over 60 percent of the company’s software license revenue during the year – a strong validation of the results the Metastorm Enterprise™ platform delivers.

In 2007, Metastorm expanded its product portfolio to add enterprise modeling and process discovery to its traditional business process management capabilities – a strategic investment that was well received by existing customers, target prospects, and industry analysts and has thus far had a very positive impact on the growth and performance of the company. Metastorm now has the capability to help organizations significantly improve the complete end-to-end enterprise, accelerating value across all functions by aligning strategy, analysis and execution on a single platform.

Metastorm added over 165 customers to its portfolio in 2007. Some key additions in the 4th quarter of 2007 included: AEGIS Group Plc (U.K.). Allergan (U.S.), CareFirst Blue Cross Blue Shield (U.S.), CSX Corporation (U.S.), Omgeo (U.S.), Pinsent Masons (U.K.), Portugal Telecom (Portugal), and Wells Fargo (U.S.). Existing customers expanding their use of Metastorm software included Chubb & Sons (U.S.), Generali Insurance (Slovenia), Thomson Elite (U.S.), and Wyeth (U.S.). Strong adoption rates and large enterprise license deals enabled Metastorm to post its third consecutive year of profitable growth.

In addition to delivering strong financial results and significantly expanding its global customer base in 2007, Metastorm also achieved recognition of its industry leadership from the leading analyst firms. Metastorm was named a Leader in both the “Gartner Magic Quadrant for BPM Suites, 2007” and the “Forrester Human-Centric BPM Wave for Microsoft Platforms, 4Q07” reports. These credentials add to the existing recognition by both Gartner and Forrester of Metastorm as a Leader in Enterprise Architecture Tools and Business Process Modeling Suites – giving Metastorm a solid leadership position in all three of its target disciplines, a position that no other vendor can match.

“The investments we made in 2007 to fund strategic acquisitions and global expansion of our employee base resulted in another record year for Metastorm in terms of both financial results and industry recognition,” stated Robert Farrell, chairman and CEO of Metastorm. “Our message of unifying strategy, analysis and execution on a single technology platform from Metastorm is clearly resonating in the market, and organizations from all industries are investing in Metastorm as a strategic platform for business process improvement and enterprise optimization. We are very proud of our proven track record of delivering product innovation, customer results and strong financial performance.” Rating :
(3 Ratings) flankenking


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 Re: Metastorm Achieves Record Growth in 2007 and Becomes Only Vendor to Secure a Leadership Position     24-Mar-08 09:13 am     Internet Capital owns 32% of Metastorm, who had announced an ipo for 2008.


Sentiment : Strong Buy
Rating :
(3 Ratings) flankenking


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 Re: Metastorm Achieves Record Growth in 2007 and Becomes Only Vendor to Secure a Leadership Position     24-Mar-08 10:41 am     Read about the market-growth: "The market is estimated to grow from $500 million in 2006 to $6 billion in 2011, a more than tenfold increase."

BPM growth, challenges cited
Filed under: BPM
Business process management (BPM) is one of the fastest-growing software markets but faces organizational challenges, according to a BEA Systems study on the BPM market.

Completed January 25 and released this week, BEA's "The 2008 State of the BPM Market White Paper" drew on more than 100 analyst reports, articles and customer surveys, the company said in an executive summary of the report.

The market is estimated to grow from $500 million in 2006 to $6 billion in 2011, a more than tenfold increase. Respondents, however, cited organizational challenges to deployment as outweighing technical challenges. Organizational issues included internal politics, change management, a dearth of skilled business analysts and lack of organizational alignment.

BPM has seen rapid growth in recent years because it brings business analysts and technologists together with shared tools and strategies. Successful BPM deployments view continuous process improvement as imperative, BEA said. BPM is increasingly being used to manage processes spanning multiple packaged applications.

BEA reported that a survey of its AquaLogic middleware customers in November 2007 found that 68 percent of respondents connect BPM and SOA.

Market consolidation was noted, with the nearly 150 vendors in the BPM space in 2006 being reduced to just 25 in 2007.

Leading BPM products support collaborative and social process activities that today are lost in email, documents and hallway discussions, BEA said.


Posted by Paul Krill on February 20, 2008 06:41 AM Rating :
(3 Ratings) flankenking


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 Re: Metastorm Achieves Record Growth in 2007 and Becomes Only Vendor to Secure a Leadership Position     24-Mar-08 10:42 am     I am sure, an ipo of Metastorm will be announced in the next weeks. First announcement was in 2007, that a ipo in 2008 will take place. Rating :
(3 Ratings)
 

dass er Euch vielleicht um nahezu 25% Kursanstieg gebracht hat - durch sein Posten aufgrund einer Ein-Minuten-Recherche.

Denn es ist schwer, nicht auf so glänzende Beteiligungen wie ICGCommerc zu stoßen - einer der drei IPO-Kandidaten für den zweiten IPO neben Metastorm in 2008.

ICG Commerce Drives Strong Growth in 2007     24-Mar-08 09:09 am     ICG Commerce Drives Strong Growth in 2007
Record growth propelled by ICG Commerce's commitment to helping customers achieve results


PHILADELPHIA - Monday, March 10, 2008 - Leading procurement outsourcing specialist ICG Commerce
today announced another year of record growth in 2007. The company has grown revenue 30+% year
over year for the past three years. This growth was fueled by a continued track record of delivering
exceptional service that includes meeting 100% of its savings commitments to customers. This results-
driven focus enabled the company to achieve an unprecedented renewal rate, extending all four major
contracts up for renewal in 2007, including The Goodyear Tire and Rubber Company, Cameron, Greif,
Inc., and a global technology giant. In addition, these results and strong customer references also helped
the company establish new relationships with Chiquita Brands International, with a global life sciences
company, and with several other leading companies.

Procurement outsourcing is a growing trend among leading companies that are looking to drive
meaningful bottom-line cost improvements or to fund other growth initiatives. According to a recent report
by Everest Research Group, procurement outsourcing delivers five times the savings of other outsourcing
endeavors such as IT and Finance and Accounting. As a procurement outsourcing specialist, ICG
Commerce’s proven ability to help its customers deliver multi-year, multi-million dollar cost reductions is
evidence of the substantial impact that can be realized through procurement BPO.

“ICG Commerce’s relationships with companies such as Goodyear, Greif and Chiquita are examples of
how leading companies are looking to specialist procurement outsourcing providers to help them focus on
their core competencies and improve financial results,” said David Tapper, Vice President, Outsourcing
Services Research, IDC.

In addition to expanding customer relationships, the company also grew its global footprint to meet
additional needs of its customers. The past year gave rise to a significant expansion of ICG Commerce’s
infrastructure in Asia, with the opening of a new office in Shenzhen, China to support low cost country
sourcing. The company also continued to build upon its European Center of Excellence to support global
relationships with customers such as Kimberly-Clark and Chiquita.

ICG Commerce’s demonstrated ability to deliver value to its customers has enabled year over year
growth that continues to outpace the market. “We look forward to another year of strong growth and
expanded global presence as we remain committed to helping our customers change the way they
manage their spend,” said Carl Guarino, CEO of ICG Commerce. Rating :
(3 Ratings) flankenking


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 Re: ICG Commerce Drives Strong Growth in 2007     24-Mar-08 09:10 am     Internet Capital owns 65% of ICGCommerce. Rating :
(3 Ratings) flankenking


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 Re: ICG Commerce Drives Strong Growth in 2007     24-Mar-08 09:28 am     Take a look at the high job-posting:

https://icgcommerce.tms.hrdepartment.com... Rating :
(3 Ratings)