Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

vermag, was das Bundling anbetrifft, kommt hier zum Ausdruck: "approximately 3,000 commercial and personal property and casualty insurance products from approximately 100 carriers that Bolt is able to offer through its platform"

http://icge.ir.edgar-online.com/efxapi/EFX_dll/...aqS&ID=12221208
 

Actua Corporation (ACTA)
asdaqGS - NasdaqGS Real Time Price. Currency in USD
12.43-0.02 (-0.20 %)
As of 3:01PM EDT. Market open.

https://finance.yahoo.com/quote/ACTA?p=ACTA
 

bei Actua mit dem Hinweis, dass das Unternehmen günstig Aktien zurückzukaufen könne.
Ich nenne sowas Galgenhumor.  

denn sonst lässt sich die momentane Kursbewegung meines Erachtens nur schwer erklären - mit damit einhergehenden Chancen für Actua, den Rückkauf zu optimieren:


Direct Holders (Forms 3 and 4)
      Name    Shares§Date Reported
ALEXANDER DOUGLAS A
 1,326,988§‎Mar‎ ‎9‎, ‎2017
BUCKLEY WALTER W III
 1,153,833§‎Mar‎ ‎9‎, ‎2017
BERKMAN DAVID J
   179,086§‎Jun‎ ‎15‎, ‎2017
RINGO PHILIP J
   168,812§‎Jun‎ ‎15‎, ‎2017
MORGAN RAYMOND KIRK
   158,734§‎Aug‎ ‎14‎, ‎2017
DOWNES DAVID K
   135,044§‎Jun‎ ‎15‎, ‎2017
DECKER THOMAS A
   133,940§‎Jun‎ ‎15‎, ‎2017
HAGAN MICHAEL J
   100,187§‎Jun‎ ‎15‎, ‎2017
ADELMAN DAVID J.
    90,476§‎Jun‎ ‎15‎, ‎2017
MILLER PETER K
    87,579§‎Jun‎ ‎15‎, ‎2017
Top Institutional Holders
    Holder    Shares§Date Reported % Out Value
FMR, LLC 5,039,228 ‎Jun‎ ‎29‎, ‎2017 15.00% 70,549,192
Dimensional Fund Advisors LP 2,669,742 ‎Jun‎ ‎29‎, ‎2017 7.95% 37,376,388
Vanguard Group, Inc. (The) 2,649,592 ‎Jun‎ ‎29‎, ‎2017 7.89% 37,094,288
Blackrock Inc. 2,352,772 ‎Jun‎ ‎29‎, ‎2017 7.00% 32,938,808
Renaissance Technologies, LLC 1,325,719 ‎Jun‎ ‎29‎, ‎2017 3.95% 18,560,066
ArrowMark Colorado Holdings LLC 1,010,898 ‎Jun‎ ‎29‎, ‎2017 3.01% 14,152,572
Polar Asset Management Partners Inc. 889,415 ‎Jun‎ ‎29‎, ‎2017 2.65% 12,451,810
Pembroke Management, LTD 884,607 ‎Jun‎ ‎29‎, ‎2017 2.63% 12,384,498
Rice, Hall, James & Associates 700,832 ‎Jun‎ ‎29‎, ‎2017 2.09% 9,811,648
State Street Corporation 683,241 ‎Jun‎ ‎29‎, ‎2017 2.03% 9,565,374

https://finance.yahoo.com/quote/ACTA/holders?p=ACTA

 

zunehmend Schwierigkeiten hat seine "Plattform"-Idee an die Versicherer zu vermitteln. Es gehöre ein unternehmensweiter mind-change dazu, wie man aus Libuda Quelle entnehmen kann. Mit sowas tun sich Unternehmen aber sehr schwer. Falls Bolt es nicht gelingt mit seinem Produkt zu überzeugen, ohne dass man das Denken dort umkrempeln muss, sehe ich schwarz.
Ich denke hiermit erklären sich die momentanen Kursverluste. Von irgendwelchen ominösen institutionellen Verkäufern halte ich solange nichts, bis dazu eine dementsprechende Meldung kommt. Die gehandelten Stückzahlen seit dem der Kurs abstürzt widersprechen ebenfalls dieser These.  

dann müssten die 1,326,988 Aktien des Präsidenten ALEXANDER DOUGLAS immerhin 3,95% der ausstehenden Aktien ausmachen, die beim momentanen Kurs von 12,45 Dollar einen Wert von ca. 16,5 Millionen Dollar verkörpern. Das setzt meines Erachtens ein nicht unerhebliches Vertrauen in das Unternehmen voraus.

ALEXANDER DOUGLAS A  1,326,988 ‎Mar‎ ‎9‎, ‎2017

FMR, LLC 5,039,228 ‎Jun‎ ‎29‎, ‎2017 15.00% 70,549,192
 

Vincent Colicchio
As you look to 2018, do you think it's fair to say we shall see growth acceleration?

Walter Buckley
Yes, and I think that’s what we are saying without giving guidance. I think with the environment of Folio improving significantly with BOLT, with the premier product and actually with the overall product as well. I mean we’re not losing any prospects in the pipeline. And with the comps getting much easier as we get into Q4 for velocity I think we’re well positioned as we enter 2018.

http://www.actua.com/wp-content/uploads/2017/08/...all-Transcript.pdf
 

Yes, and I think that?s what we are saying without giving guidance.

Quelle posting 9482  

Actua continues to expect 2017 annual GAAP revenue in the range of between $125 million and $130 million, representing a range of between 14% and 19% growth from 2016.
http://www.actua.com/wp-content/uploads/2017/08/..._Q2-2017_FINAL.pdf
 

Tom Mao
Hi. This is actually Tom Mao on for Kurt. Just a few quick questions. First of all, Actua maintained its guidance for EPS and cash flow despite the strong margin performance we’ve seen year-to-date, I’m assuming it’s probably from a BOLT, but is that just kind of embedding [Indiscernible] conservatism or is there some specific seasonality we should expect in the second half?

Walter Buckley
Yeah, we’re very encouraged by what we’re seeing in the bottom line. I think we’ll continue to see good improvement from a company perspective in the second half, being a bit conservative in the forecasting of what our compliance cost at corporate will be around Sarbanes Oxley and implementing new revenue standards, just being a bit cautious is on where we are from a corporate standpoint.

http://www.actua.com/wp-content/uploads/2017/08/...all-Transcript.pdf

 

Das Zitat von Walter bezog sich aber auf 2018.
Du mußt schon deine eingestellten Artikel auch richtig lesen.  

Although most WM firms have been reluctant to embrace digital, modern consumers are demanding greater control, more personalized information and advice, and omnichannel access.
A number of disrupters in the field are addressing their needs with automated, easy-to-use digital tools that provide seamless integration of accounts, real-time intelligence and insights, unconventional investment opportunities, and lower fees.

WM firms that continue doing business as usual will watch their profits plunge as they lose market share to these competitors, spend more on cyber security and regulatory compliance, and fail to attract new customers.

In order to grow and prosper in the future WM firms need to use digital capabilities to improve customer experience, increase revenue, lower costs, and be poised to tap into emerging markets. Utilizing the cloud to gain a holistic view of the client and then using data and analytics to inform decision making and identify opportunities for engagement are top priorities.

WM is evolving rapidly. The time to prepare for the future is now.

http://blog.truelytics.com/digital-disruption-in-wealth-management
 

Kursen zu tun, und wenn nein, warum nicht.
Ich erwarte keine Antwort von Libuda, aber die vielen Hundert Mitleser sollten erkennen, dass es auf wichtige, kursrelevante Fragen keine Antwort von Libuda gibt.
Ignorieren, ausblenden, aussitzen, negieren und übersehen habe ich wahrgenommen, und inflationäres Einstellen von amerikanischen Kommentaren.  

September 12, 2017

Digitization and product choice. That’s the future of P&C insurance. Just look at recent reports from CB Insights on the InsurTech partnerships taking place across the industry. The majority of alliances, such as Allstate and Openbay, have been forged to enhance product selection, or in the case of Nationwide and Sure, to add digital capacity to an existing product lineup. A Top-Five insurer (by group) proved that the future is here today when they partnered with a leading digital distribution solution provider to meet more of their customer’s needs by not only digitizing the purchasing process, but also delivering product choice.

http://blog.boltinc.com/.../the-future-of-the-pc-industry-is-here-now

Actua unterbewertet | wallstreet-online.de - Vollständige Diskussion unter:
https://www.wallstreet-online.de/diskussion/...30/actua-unterbewertet  

According to J.D. Power, 78% of consumers want to purchase all of their insurance coverage from one insurer, meaning the time for carriers to enhance product selection is now. The right digital distribution platform has insurers opening the doors to new products and markets fast, with several top-line benefits.

http://blog.boltinc.com/...9b1%7C8f94c692-890d-46a5-ba57-a429768de24b
 

So, how did the Top-Five insurer come up with a digital distribution solution and the products to add millions in bookings?

They opted to work with an InsurTech innovator who had developed a SaaS based digital distribution platform that seamlessly appended to their existing legacy systems, united product silos, provided a single access point to all customer data and allowed them to expand their offerings through a tightly integrated market network of products.

Quelle: wie #9489 (blog.bolt..........)  

Tom Mao
Got it. And then kind of deferred revenue I saw the growth is pretty strong quarter-on-quarter with pretty strong robust or pretty robust billings growth, is there something that drove that performance and with the new carrier added by BOLT, how should we think about the impact from bookings and billings potentially on revenue re-accelerating in 2018?

Kirk Morgan
Yeah, I think we have to look at each company but overall, we were pleased with the bookings we saw and the pipeline build frankly and I think that’s going to translate into accelerating revenue as we enter 2018 and so I think overall, we’re encouraged. You know from a board standpoint there wasn’t actually a lot of deferred revenue based on this new signing and most of the deferred revenue we’re getting there is from existing customer growth and I also think we had a really good quarter across the board with good growth, really good bookings and I think real momentum in the REA space. So, we think that they are well positioned as we sort of into the second half of the year in 2018 and Velocity had good bookings as well. Overall and I think a GHS deadline sort of get further in our rearview mirror, we’re going to see accelerating growth there as well.

http://www.actua.com/wp-content/uploads/2017/08/...all-Transcript.pdf
 

nur noch 30,5 Millionen anzusetzende Aktien:

Actua Corporation (ACTA)
NasdaqGS - NasdaqGS Real Time Price. Currency in USD
12.350.00 (0.00 %)
Market Cap 378.069M
https://finance.yahoo.com/quote/ACTA?p=ACTA
 

Heute wurden 50 Stück auf Tradegate gehandelt. Ich glaube hier fliegt bald der Deckel weg. Libuda wie siehst du das?  

dass deutsche Anleger mit größeren Stückzahlen über die USA gehen.

Und deutsche Kleinanleger sind an dieser Aktie nicht interessiert, was ich auch okay finde, wenn es Zocker sind, denn die wären meines Erachtens hier falsch.

Denen würde ich andere Aktien empfehlen, wie z.B. Hypoport und viele andere einschlägige.  

wieder einmal okay.

    Volume   114,749§
Avg. Volume 112,703

https://finance.yahoo.com/quote/ACTA?p=ACTA
 

eines der erfolgreichsten Unternehmen an der Börse in den letzten 3 Jahren mit Actua vergleichen. Ich verzichte erstmal auf die schönen Kursvergleiche, die man anstellen kann, aber der Fakt ist doch nicht zu negieren. Deine Wahrnehmung ist offensichtlich sehr speziell.
Besonders zu bedauern ist, dass du mit deinem Dauerfeuer an einkopierten amerikanischen Seiten jeglichen konstruktiven Dialog hier abwürgst. Der Sinn und Zweck eines Forums wird damit ad absurdum geführt. Offensichtlich bist du an Meinungen von anderen und Meinungsaustausch nicht interessiert.  

http://tomtunguz.com/narrowing-saas-valuations/  

https://www.google.de/...p;start=20&sa=N&biw=1440&bih=784  

5. Adresse von oben anklicken