Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)
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Der IPO von Metastorm wird jetzt konkreter, denn das S1-Filing (die Anmeldung) an die SEC ist gelaufen. Metastorm will sich 86 Millionen über neu ausgegebenen Aktien beschaffen, die komplett dem Unternehmen zufließen sollen. Die Altaktionäre behalten ihre Aktien und hoffen wohl auf weitere Wertsteigerungen nach dem IPO. Internet Capital fließen dann zwar nicht direkt flüssige Mittel zu, wenn es nicht Aktien von Metastorm verkauft, aber der Wert der Beteiligung wird wie bei Blackboard sichtbar. Momentan toben sich auf den US-Boards die in Panik geratenen Shortseller aus, die den wenigen privaten Anlegern die Geschichte erzählen, dass Metastorm nur 86 Millionen wert sei. Das sind die neu ausgegebenen Aktien, die ca. 20 bis 25% der bisher ausmachen dürften.
IPO-Market-Cap of Metastorm = 430-516 million 16-May-08 01:27 pm Article with the best informations about the Metastorm-IPO have two very important parts:
First: "Metastorm's prospectus did not indicate how many shares the company planned to sell in its IPO or a price range."
Second: "In its filing this week, Metastorm indicated it plans to use the IPO proceeds to expand its sales and marketing as well as research and development capabilities. It also may use the money for capital expenditures and possible acquisitions or technology and product investments."
From the second part we know now: Metastorm will offer new shares, which will bring money to the company - a very positive sign. The old shareholders will hold their shares, because the hope for a strong increase after the ipo.
The first part say: We don't know exactly the additional percentage of shares. After my estimate Metastorm will increase the number of share about 20%-25%.
If they increase the the number of shares 25%, the valuation of the existing shares = 344 million. With the 86 million from the ipo the ipo-market-cap will be 430 million.
If they increase the the number of shares 20%, the valuation of the existing shares = 430 million. With the 86 million from the ipo the ipo-market-cap will be 516 million.
Das permanente Abstellen eines Beobachters für den Yahoo-Board, der sofort die Manipulationsmaschine in Gang setzt, ist aber ein Zeichen für die große Nervosität angesichts des jetzt feststehenden Börsengang von Metastorm (siehe die vorangegangen Postings) und des anstehenden Verkaufs von Creditex, der für die 15% von Internet Capital durchaus 300 Millionen und mehr bringen könnte.
Hier ist also mit Fakten vollgestopfte Posting auf Yahoo, das die Shortseller in helle Aufregung versetzt:
200-250 million for 65% of ICGCommerce 17-May-08 10:44 am Another important reason for the near shortsquezze is the high value of ICGCommerce:
About ICGCommerce in the quarter-report:
•
Leading procurement services provider
•
Strong first quarter performance
•
Signed a significant, multi-year, multi-million dollar BPO agreement with Hertz Corporation
– One of ICGC’s largest contracts to date
−
Engages ICGC to manage Hertz’s indirect spend across North America and Europe
−
Selected in a highly competitive process
•
Expanded relationships with several existing clients including a professional services company and a large software company
•
Entering the second quarter with a strong pipeline of customer prospects
Best of all is the strong growth of ICGCommerce. ICGCommerce and Investorfore are the only consolidated companies. Because Investorforce is after a sale of parts of the activites without revenues any revenues and all 16 million are revenues of ICGCommerce - growth of 2 million against the last quarter. But Investorsforce has expenses and therefore the small loss of $ 99,000 of both companies have the result, that ICGCommerce had a net income in the first quarter.
Aggregate Core Company Information: (1)
Aggregate Revenue $ 46,953 $ 49,363 $ 58,848 $ 60,753 $ 60,426
Aggregate EBITDA (loss) $ (6,540 ) $ (6,526 ) $ (4,792 ) $ (9,545 ) $ (10,619 )
Aggregate Net Loss $ (8,920 ) $ (8,940 ) $ (7,622 ) $ (14,866 ) $ (15,004 )
Components of Aggregate Core Company Information
Consolidated Core Companies (Ownership %): (2)
Revenue $ 11,782 $ 12,520 $ 14,559 $ 14,062 $ 16,022
ICG Commerce Holdings, Inc. (65%)
Investor Force Holdings, Inc. (80%) Expenses other than interest, taxes, depreciation and amortization
(13,407 ) (14,009 ) (14,350 ) (13,636 ) (15,864 )
EBITDA (loss) $ (1,625 ) $ (1,489 ) $ 209 $ 426 $ 158
Interest 118 90 84 87 58
Taxes - - - (318 ) (28 )
Depreciation/ Amortization
(326 ) (347 ) (364 ) (335 ) (287 )
Net loss $ (1,833 ) $ (1,746 ) $ (71 ) $ (140 ) $ (99 )
If the growth of revenues of ICGCommerce will continue, we will see after 16 million in first quarter
18 million in the second quarter
20 million in third quarter
22 million on the fourth quarter.
If we add the four amounts, the result of revenues for 2008 = 76 million.
By a low multiple of only 4, the worth of ICGCommerce = 304 million. 65% of ICGCommerce = 200 million.
If we take a mutliple of 5, the worth of 65% of ICGCommerce = a quarter billion.
It is estimated that by 2011 China’s software offshore outsourcing market scale will reach 54.91 billion yuan, in 2006 -2011, a compound annual growth rate of about 38 per cent. According to Analysys International’s latest report “China’s offshore outsourcing market trend forecasts 2007-2011,” The results showed that, it is estimated that in 2011 China’s software offshore outsourcing market scale will reach 54.91 billion yuan, in 2006 -2011, the a compound annual growth rate of about 38 per cent.
Merger Eurex / International Securities Exchange (ISE)
On 20 December 2007 Eurex completed the acquisition of the International Securities Exchange Holdings, Inc. (ISE). With the addition of ISE, the world’s largest equity options exchange, Eurex significantly expands its liquidity network into the U.S. and into U.S. Dollar products. On a combined basis, Eurex and ISE are the market leader in individual equity and equity index derivatives worldwide. Eurex and ISE members will benefit from access to highly liquid products that span multiple asset classes and currencies. The combination provides growth opportunities through the cross-selling of existing products and through the future development of innovative joint products.
The combined group is the leading transatlantic operator of derivatives marketplaces with powerful distribution capabilities in two of the world's most important capital markets. Its wide range of both USD and Euro denominated products is unique in the market: the combination is home to the Euro zone interest rate and equity index benchmark derivatives products and offers options on all major U.S. and European companies. Currently, ISE and Eurex distribute their products to approximately 560 direct exchange members.
Eurex acquired ISE for approximately USD 2.8 billion in cash, or USD 67.50 per share. Eurex’s two parent companies, Deutsche Börse AG and SWX Swiss Exchange, provided the necessary financing in line with the economic interests of 85 and 15 percent respectively that both companies have in Eurex.
Enter Google for a look at Creditex 6 minutes ago Enter Google with
creditex,sale,2008
Click the first article "Creditex sale will set record", read the article and smile, because Internet Capital owns 15% of a company with a worth of 2-3 billion.
Sentiment : Strong Buy
Rating :
(3 Ratings) flankenking
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Re: Enter Google with 19-May-08 12:59 pm You can compare Creditex and ISE, which was bought from Deutsche Boerse for 2.8 billion. The revenues of ISE and Creditex in 2008 will be equal: a quarter billion. But Creditex is higher profitable and had a higher growth-rate. Internet Capital owns 15% of Creditex = 420 million = more than the market-cap of Internet Capital = cash/securities of 130 million and the ownership in all other private hold companies are free of charge.
Merger Eurex / International Securities Exchange (ISE)
On 20 December 2007 Eurex completed the acquisition of the International Securities Exchange Holdings, Inc. (ISE). With the addition of ISE, the world’s largest equity options exchange, Eurex significantly expands its liquidity network into the U.S. and into U.S. Dollar products. On a combined basis, Eurex and ISE are the market leader in individual equity and equity index derivatives worldwide. Eurex and ISE members will benefit from access to highly liquid products that span multiple asset classes and currencies. The combination provides growth opportunities through the cross-selling of existing products and through the future development of innovative joint products.
The combined group is the leading transatlantic operator of derivatives marketplaces with powerful distribution capabilities in two of the world's most important capital markets. Its wide range of both USD and Euro denominated products is unique in the market: the combination is home to the Euro zone interest rate and equity index benchmark derivatives products and offers options on all major U.S. and European companies. Currently, ISE and Eurex distribute their products to approximately 560 direct exchange members.
Eurex acquired ISE for approximately USD 2.8 billion in cash, or USD 67.50 per share. Eurex’s two parent companies, Deutsche Börse AG and SWX Swiss Exchange, provided the necessary financing in line with the economic
Sentiment : Strong Buy
Rating :
(No ratings) flankenking
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Re: Enter Google for a look at Creditex 2 minutes ago For example you can read in the article, you had fund on Google, of the last posting:
"Witness interdealer broker GFI Group's announcement. Last month, GFI chief executive Mickey Gooch said he expected between a 25% and 30% rise in the first quarter revenues. GFI earns nearly a third of its income from credit, so a good part of the new projected growth will come from that.
When rivals Tullet Prebon and Icap report, they will have equally bullish news to tell on credit. But clearest signal of confidence in the markets future is not likekly to come from a reporting broker but from the sale of Creditex, an electronic trading plattform."
More increased than decreased positions and extreme instituional holding:
ICGE
Internet Capital Group, Inc. NASDAQ-GM
Institutional Holdings Description | Hide Summary
Company Details
Total Shares Out Standing (millions): 39
Market Capitalization ($ millions): $373
Institutional Ownership: 87.9%
Price (as of 5/19/2008) 9.63
Ownership Analysis # Of Holders Shares
Total Shares Held: 107 34,016,922
New Positions: 11 164,359
Increased Positions: 38 1,488,277
Decreased Positions: 41 873,866
Holders With Activity: 79 2,362,143
Sold Out Positions: 7 81,919
Click on the column header links to resort ascending () or descending ().
Owner Name
Select a name below for more information. Date Shares Held Change
(Shares) % Change
(Shares) Value
($1000)
FMR LLC 3/31/2008 3,850,000 0 0.00% $37,076
GENDELL JEFFREY L 3/31/2008 3,262,780 0 0.00% $31,421
DIMENSIONAL FUND ADV... 3/31/2008 3,251,300 (31,950) (0.97%) $31,310
CAPITAL WORLD INVEST... 3/31/2008 2,869,000 50,000 1.77% $27,628
MASON CAPITAL MANAGE... 3/31/2008 2,304,164 0 0.00% $22,189
1 2 3 4 5 6 7 Next
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Mit Fidelity ist der größte Investor der Welt auch gleichzeitig der größte Investor by Internet Capital.
bis jetzt nichts gebracht !
Wahrscheinlich kämpfen die Institute
untereinander auch um Anteile,
vielleicht ist deshalb der Kurs noch nicht angesprungen !
Vielleicht deckelt eine größere Adresse,
um seinen Anteil zu erhöhen,
d.h. Shortie und Institut ist die gleiche Adresse !
Daher ist Internet Capital auch nur für langfristige Anleger geeinget, nicht für nervöse Zocker. Das Risiko nach unten ist für Internet Capital sehr klein, da sie ohne Schulden und mit hoher Cash/Wertpapierbeständen arbeiben. Allerdings ist dadurch auch "nur" eine Verdreifachung auf Sicht von 12 Monaten drin und eine Verfünffachung auf längere Sicht.
It is estimated that by 2011 China’s software offshore outsourcing market scale will reach 54.91 billion yuan, in 2006 -2011, a compound annual growth rate of about 38 per cent. According to Analysys International’s latest report “China’s offshore outsourcing market trend forecasts 2007-2011,” The results showed that, it is estimated that in 2011 China’s software offshore outsourcing market scale will reach 54.91 billion yuan, in 2006 -2011, the a compound annual growth rate of about 38 per cent.
Internet Capital owns 32% of Freeborders:
Freeborders is the leading provider of offshore IT services from China – serving the Global Fortune 1000 across North America and Europe for the past eight years.
With the industry expertise, global resources and a proven track record in place, Freeborders offers a full suite of services that encompass all phases of a project lifecycle – including strategy, assess and planning activities as well as all elements of design, development, testing, implementation and integration, and extended support.
Hier das verweigerte Posting:
65% of ICGCommerce = a quarter billion 20-May-08 06:50 am 200-250 million for 65% of ICGCommerce
Another important reason for the near shortsquezze is the high value of ICGCommerce:
About ICGCommerce in the quarter-report:
•
Leading procurement services provider
•
Strong first quarter performance
•
Signed a significant, multi-year, multi-million dollar BPO agreement with Hertz Corporation
– One of ICGC’s largest contracts to date
−
Engages ICGC to manage Hertz’s indirect spend across North America and Europe
−
Selected in a highly competitive process
•
Expanded relationships with several existing clients including a professional services company and a large software company
•
Entering the second quarter with a strong pipeline of customer prospects
Best of all is the strong growth of ICGCommerce. ICGCommerce and Investorfore are the only consolidated companies. Because Investorforce is after a sale of parts of the activites without revenues any revenues and all 16 million are revenues of ICGCommerce - growth of 2 million against the last quarter. But Investorsforce has expenses and therefore the small loss of $ 99,000 of both companies have the result, that ICGCommerce had a net income in the first quarter.
Aggregate Core Company Information: (1)
Aggregate Revenue $ 46,953 $ 49,363 $ 58,848 $ 60,753 $ 60,426
Aggregate EBITDA (loss) $ (6,540 ) $ (6,526 ) $ (4,792 ) $ (9,545 ) $ (10,619 )
Aggregate Net Loss $ (8,920 ) $ (8,940 ) $ (7,622 ) $ (14,866 ) $ (15,004 )
Components of Aggregate Core Company Information
Consolidated Core Companies (Ownership %): (2)
Revenue $ 11,782 $ 12,520 $ 14,559 $ 14,062 $ 16,022
ICG Commerce Holdings, Inc. (65%)
Investor Force Holdings, Inc. (80%) Expenses other than interest, taxes, depreciation and amortization
(13,407 ) (14,009 ) (14,350 ) (13,636 ) (15,864 )
EBITDA (loss) $ (1,625 ) $ (1,489 ) $ 209 $ 426 $ 158
Interest 118 90 84 87 58
Taxes - - - (318 ) (28 )
Depreciation/ Amortization
(326 ) (347 ) (364 ) (335 ) (287 )
Net loss $ (1,833 ) $ (1,746 ) $ (71 ) $ (140 ) $ (99 )
If the growth of revenues of ICGCommerce will continue, we will see after 16 million in first quarter
18 million in the second quarter
20 million in third quarter
22 million on the fourth quarter.
If we add the four amounts, the result of revenues for 2008 = 76 million.
By a low multiple of only 4, the worth of ICGCommerce = 304 million. 65% of ICGCommerce = 200 million.
If we take a mutliple of 5, the worth of 65% of ICGComerce = 516 million.
Genutzt hat den Shortsellern für ihre Verwirrungsaktionen die Tatsache, dass Metastorm im dritten Quartal 2007 Proforma und im vierten Quartal zwei weitere Firmen übernommen hat. Bis zur Übernahme von Proforma hatte Metastorm 15 Quartal in Reihenfolge schwarze Zahlen geschrieben. Da Proforman aber in der Vergangeheit hohe Verluste gemacht hat, musste nach der Einbeziehung der Proforma-Zahlen die Gewinne früherer Quartale in der Zeit 2003-2006 in Verluste umgerechnet werden, sodass unter Einbeziehung der Proforma-Zahlen erst ab 2007 Gewinne ausgewiesen werden. Für Metastorm haben aber die Verluste von Proforma in den Jahren 2003-2006, also vor dem Kauf keinerlei Bedeutung - bzw. nur positive, da sie steuerlich genutzt werden können.
Auf dem Message-Board von Yahoo-USA wird aus welchen Gründen auch immer diese Klarstellung nicht angenommen. Ich will jetzt nicht gleich unterstellen, dass der Webmaster short ist oder im früheren Leben durch den Kauf von Internet Capital bei 4.280 eine Enttäuschung erlebt hat, wie offensichtlich der rogers im vorhergehenden posting, seltsam ist es schon - aber das kann ja auch irgendwelche technischen Gründen haben.
Also das lässt sich dort momentan nicht anbringen: Before the buy of Proforma in third quarter 2007 Metastorm reported about net incomes in the last 15 or 16 quartes. Without the buy of Proforma in third quarter, Metastorm had net incomes for more than four years. In the third quarter 2007 they bought Proforma and this company had big losses in the past. This is the only reason, why Metastorm, who must consolidate Proforma in the S1-filing, reported from losses in 2003-2006 and only net incomees in 2007.
Worth of ICGCommerce = 280 - 350 million 2 minutes ago We can read today the numbers of Internet Capital. Part of this numbers by the revenues are only two companies: ICGCommerce and Investoreforce, which are only consolidated. After the sale of great parts of his business Investoreforce is without any revenues. Therefore the following revenues must be the revenues of ICGCommerce:
Income Statement Get Income Statement for:
View: Annual Data | Quarterly Data All numbers in thousands
PERIOD ENDING 31-Mar-08 31-Dec-07 30-Sep-07 30-Jun-07
Total Revenue 16,022 14,062 14,559 12,520
Cost of Revenue 11,371 10,088 10,029 10,381
Gross Profit 4,651 3,974 4
In the result: ICGCommerce had revenues of 16 million in first quarter of 2008 - an increase of two million against the revenues of the fourth quarter of 2007. If the increase in 2008 will only half of the increase from the fourth quarter 2007 to the first quarter 2008, we will have the following revenues in 2008:
1. quarter 2008 = 16 million
2. quarter 2008 = 17 million
3. quarter 2008 = 18 million
4. quarter 2008 = 19 million
That are alltogether 70 million revenues in 2008 and market-cap by a low multiple of 4 of 280 million. Internet Capital owns 65 of ICGCommerce.
By a multiple of 5, which is more realistic, the worth of ICGCommerce = 350. I am sure, that Genpact will pay this price for an entry in the fast growthing market of outsourcing of procurement.
IPO could come next week after S1-filing last week 23-May-08 04:51 am Previous: Aderant user conference rocks on
Next: Kaye Sycamore quits Thomson Elite
Metastorm planning IPO
by Charles Christian on Wed 14 May 2008 14:56 BST | Permanent Link | Cosmos
Recession, what recession? Workflow and BPM (business process management) systems specialist Metastorm Inc has just announced that it has filed a registration statement with the US Securities & Exchange Commission relating to a proposed initial public offering (IPO) of its common stock. The number of shares to be offered and the anticipated price range for the offering have not been determined.
Sentiment : Strong Buy
Rating :
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Re: IPO could come next week after S1-filing last week 23-May-08 05:00 am I believe, the offered shares, will be about 25% of the existing shares. Metastorm has planned to get about 86 million from the offered shares. Very positive is, that all 86 million will flow to the company and not to old shareholders.
If the new shares are about 25% of the existings shares, the valuation of the existing shares is 334 million. Therefore the ipo-market-cap will be 334 million + 86 million = 420 million. The ownersip of Internet Capital is 32% before the ipo and will be about 26% after the ipo.
I only take the 10 companies with the highest value.
233 million means that the ownership in the BIG FIVE (65% of ICGCommerce, 33% of Starcite, 32% of Metastorm, 32% of Freeborders and 15% of Creditex) has in the average a worth of 34 million = 170 millon. And that the ownership in the NEXT FIVE (46% of Channelintelligene, 48% of Vcommerce, 35% of Whitefence, 9% of Anthem Venture and 5% of Emptoris) hat in the average a worth of 12.5 million = 63 million.
But the BIG FIVE have in average the 4-fold value, and the NEXT FIVE the tripple.
hast Du immer noch nicht begriffen,
daß viele Firmen, die noch dazu profitabel arbeiten,
momentan mit KUV 0,5 bewertet werden,
wie z.B. eine CMGI,
bei denen wird noch nicht mal das Cash
von 300 Mio. Dollar mit eingerechnet -
und dann verlangst Du vom Markt,
daß er ein KUV von 3 oder 4 einrechnet !
Das ist schon seit Jahren Dein großer Fehler,
deshalb diese sehr sehr enttäuschende Performance von ICGE !
Traurig aber wahr,
ich selbst bin leider seit fünf Jahren investiert,
habe leider Alternativen mit KUV 0,1 links liegen gelassen,
weil ich dachte, ein Internet-Inkubator dürfte mehr bringen,
als ein Kkonservativer Titel wie VW bei 30 Dollar !!!
Pech gehabt - die sind glaube ich so um die 180 € -
5 % Dividente hätte es noch extra gegeben !!!
Ich hoffe wirklich, ICGE, die Schlaftablette,
wird eines Tages noch durch die Decke gehen,
fundamental zumindest dürfte sie das,
aber in wievielen Jahren ?
Wie gesagt, vergleiche ich die Beteiligungen mit ähnlichen Unternehmen.
Bei Unternehmen wie Metastorm vergleiche ich beispielsweise mit ähnlichen Softwarefirmen. Und auch wenn ich schon einmal mit VMware argumentiert habe, nehme ich nicht deren Bewertungsziffern, sondern nur ein Drittel - eben die von anderen Softwarenfirmen, wo die Alleinstellungesmerkmale nicht so ausgeprägt sind.
Bei Starcite ziehe Vergleichszahlen von Online-Reisebuchern heran und modifiziere entsprechend dem Wachstum.
Bei Freeborders gibt es die Möglichkeit auf andere asiatische Outsourcer zurückzugreifen.
Bei ICGCommerce ist es etwas schwieriger, weil man da letztendlich nur Ariba hat, die aber ihre Umsätze überwiegend aus dem weniger lukrativeren Softwaregeschäft generien.
Bei Creditex hat man viele vergleichbare Verkäufe und Bewertungen von Börsen und Interdealer-Brokern zur Hand, wobei ich die Bewertung von Creditex nur bei 50% der Durchschnittsbewertung in diesem Bereich angesetzt habe.
Und so konnte ich das für die weiteren Beteiligungen fortsetzen.
Dass ich da nicht unbedingt falsch liege und auch andere eine Unterbewertung der anteiligen Umsätze der Beteiligungsfirmen um den Faktor 3-4 sehen, zeigen die Investoren. Nicht umsonst ist der weltweit größte Investor Fidelity auch der größte Eigner von Internet Capital.
http://www.nasdaq.com/asp/...&mkttype=&sel=holdingssummary&userinput=
der ist sehr enttäuschend !
Und wenn man dann noch die Währungsverluste
mit reinrechnet,
dann ist der Kurs sogar sehr deprimierend !
Nicht mal die Ankündigung von IPOs
können dem Kurs momentan Beine machen !
Wenn die Ankündigung eines IPO's dem Kurs keine Beine macht, obwohl die Aktie davon profitieren wird, sollte man das als Nachkaufchance ansehen und den Shortseller dafür danken, dass sie weiteres Material werfen, um ihre Verdummungsaktion zu unterstützen, dass für 86 Millionen geplante neue Aktien die IPO-Marktkapitalisierung seien. Und institutionelle Investoren sind zwar massiv in Internet Capital investiert (siehe mein vorletztes Posting), werden sich aber nicht Tag und Nacht damit beschäftigen. Fidelity hat momentan 35 Millionen drin stecken - das sind für die Peanuts und es wird sich dort wohl niemand extra damit beschäftigen, ob man jetzt wegen des IPO's von Metastorm aufstocken muss.
Ich betreibe dagegen mehr Aufwand, weil für mich eben 20.000 Aktien von Internet Capital wichtiger sind als 4 Millionen für Fidelity. Und daher greife ich mir eben vergleichbare Unternehmen der Beteiligungen heraus, vergleiche deren Bewertungen und leite daraus mein Investitionsverhalten ab.
Einge Beteiligungen tun z.B., obwohl sie kleiner sind, Vergleichbares wie Salesforcecom. Also sehe ich mir deren Bewertung an:
SALESFORCE.COM INC(NYSE: CRM)
After Hours: 67.28 0.26 (0.39%) on 05/23/08
Last Trade: 67.02
Trade Time: May 23
Change: 0.71 (1.07%)
Prev Close: 66.31
Open: 66.50
Bid: N/A
Ask: N/A
1y Target Est: 70.53
Day's Range: 65.68 - 67.69
52wk Range: 37.24 - 71.14
Volume: 1,790,882
Avg Vol (3m): 2,032,030
Market Cap: 8.00B
P/E (ttm): 446.80
EPS (ttm): 0.15
Div & Yield: N/A (N/A)
Quotes delayed, except where indicated otherwise. For consolidated real-time
Und da stelle ich nun einmal fest, dass Salesforcecom mit dem Achtfachen seiner Umsätze bewertet wird, während wir die anteiligen Umsätze von Internet Capitals Beteiligungen nicht einmal mit dem Faktor 1,5 bewertet werden. Und ein Vergleichsmaßstab sind sicher auch die Tech-Werte im S+P500, die momentan einen Wert von 5 haben (und die Wachstumsrate ist hier sogar niedriger als bei den Beteiligungen von Internet Capital).
Wer aber wie Libuda glaubt, dass Internet Capital um den Faktor 3 unterbewertet ist, wie das Libuda tut, sollte sich mit dem Kaufen beeilen,
Warum? Im folgenden könnt Ihr es nachlesen.
By a friendly market: Ipo of Metastorm next week 25-May-08 12:59 pm IPO could come next week after S1-filing last week:
Metastorm planning IPO
by Charles Christian
Recession, what recession? Workflow and BPM (business process management) systems specialist Metastorm Inc has just announced that it has filed a registration statement with the US Securities & Exchange Commission relating to a proposed initial public offering (IPO) of its common stock. The number of shares to be offered and the anticipated price range for the offering have not been determined.
I believe, the offered shares, will be about 25% of the existing shares. Metastorm has planned to get about 86 million from the offered shares. Very positive is, that all 86 million will flow to the company and not to old shareholders.
If the new shares are about 25% of the existings shares, the valuation of the existing shares is 334 million. Therefore the ipo-market-cap will be 334 million + 86 million = 420 million. The ownersip of Internet Capital is 32% before the ipo and will be about 26% after the ipo.
START-IT Hottest Companies of 2008
Metastorm was named one of the hottest companies of 2008 by START-IT magazine. The awards honor software and technology providers who target the manufacturing industry and have developed innovative applications or products. Winning companies are judged on a variety of criteria, including revenue growth, important client wins, and significant events and accomplishments during the past year.
START-IT 125
Metastorm has been selected by the editors of START-IT magazine for its 2008 START-IT 125 listing, an annual review that compiles the most influential technology providers in the manufacturing space.
2009 könnte das ganz dicke Boomjahr geben: ICGCommerc, Starcite und vielleicht auch schon Freeborders (eher in 2010).
Und 2010 sind dann schon Channelintelligence, Vcommerce und Whitefence in Wartestellung. Davon könnte Channelintelligence sogar ein wirklich dickes Ding werden:
http://www.ecommerceoptimization.com/articles/...-data-feed-services/
1 Nutzer wurde vom Verfasser von der Diskussion ausgeschlossen: tradeconto