Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

Quarter Large-Cap Mid-Cap Small-Cap

15Q1 9.4x 9.4x 2.5x

15Q2 9.2x 8.7x 2.8x

15Q3 8.4x 6.0x 1.9x

15Q4 9.3x 6.1x 3.0x

16Q1 8.2x 5.3x 2.3x

16Q2 9.2x 5.6x 3.2x

16Q3 9.5x 6.8x 4.1x

16Q4 7.6x 5.8x 3.3x

17Q1 8.6x 6.9x 3.5x

Today 9.3x 6.6x 3.8x

Quelle: #9499  

6.6x und  3.8x, die auch nur Mittelwerte sind, als realistisch an; Da lögen wir bei 5.2x


Der momentane Kurs bildet weniger als 3 ab.  

http://anthemvp.com/news/  

http://anthemvp.com/company_type/active/  

 

 

 

 

und die wird uns der Libuda jetzt alle nacheinander als ad-hoc hier melden, obwohl sie in 9504 alle aufgeführt sind.
Ich fasse es nicht.  

 

 

The right digital distribution platform reduced the time customers spent purchasing insurance by allowing the insurer?s agents to rapidly quote their own products as well as those from the market network and then automatically bind and issue policies in seconds.

The platform prioritized the insurer?s products, but provided simplified access to a robust selection of offerings from other carriers to augment the insurer?s existing lineup and meet the needs of more customers.


Seeing the Results

Immediately after completing the program initiation, the insurer began to see tremendous results. Taking advantage of the platform?s extensive capabilities, agents were able to seamlessly bundle their own offerings with those from other insurers, resulting in $70 million in premiums over a ten-month period. In addition, they sold 1.6 more of their own offerings.

They were able to meet more of the needs of their customers, ensuring long-term loyalty and generating repeat business as their devotees return for additional products in the future. The insurer is on course to sell $100 - $150 million in premiums by the end of 2017
.
http://blog.boltinc.com/.../the-future-of-the-pc-industry-is-here-now
 

ich hätte erst nächste Woche mit einstelligen Kursen gerechnet.  

kommt als nächstes der breite Widerstandsbereich um 8,50 € in den Fokus. Auch ein Retest des Tiefs von Anfang 2016 bei 6,50 € erscheint dann möglich.  

Volume 531,510
Avg. Volume 112,285
Market Cap 367.35M

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

relevanten Aktein aus

Market Cap 367.35M
12.00

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

zurückgekauft, die die Zahl in # 9516 weiter reduzieren.  

Slide 16 summarizes our share repurchases. We ended the quarter with almost $70 million of cash on our balance sheet after repurchasing 970,000 shares in the second quarter, deploying approximately $14 million of cash. Since the end of the second quarter, we have repurchased another 380,000 shares, bringing our 2017 repurchase total to 2.2 million shares for approximately $30 million.

https://finance.yahoo.com/news/...-earnings-conference-173233527.html
 

We're excited about the continued investment we have made in Actua through stock repurchases, which we view as a fourth platform. Year-to-date in 2017, we have repurchased close to 2.2 million shares of Actua stock for approximately $30 million. And over the last 12 months, we've repurchased 6.8 million shares of Actua stock for $94 million, representing an almost 20% reduction in shares outstanding.

https://finance.yahoo.com/news/...-earnings-conference-173233527.html
 

noch nicht der nachhaltige Bruch der 10 Euro, da ohne Handelsvolumen in Deutschland. Achten muss man jetzt auf die 12 Dollar in US.
Die Ampel steht für Aktua auf dunkelgelb.  

 

 

Tom Mao, Evercore ISI, Research Division - Analyst [6]
--------------------------------------------------
Got it. And just the last one. You guys have been pretty aggressive with share repurchases in the quarter and year-to-date with $30 million in buybacks. Should we expect to see the company continue to buy back stock at this pace?
--------------------------------------------------
Raymond Kirk Morgan, Actua Corporation - CFO [7]
--------------------------------------------------
Yes, we're going to continue to evaluate it as we always had and, from a capital standpoint, look at strategic tuck-in acquisitions as well.  

von Informationem über Blurb, die nach diesem Bericht bereits in 2015 100 Millionen Umdatz hatten, undd ihre Diffamiierung als Spam.

Erin Griffith
May 06, 2014
FORTUNE -- Blurb, a book-printing service, has started making noises again after a few quiet years. The San Francisco-based startup has 115 employees and $21.6 million in venture capital funding. It?ll have close to $100 million in revenue next year, and it?s been profitable for some time.
http://fortune.com/2014/05/06/...ms-to-dominate-long-tail-publishing/

Und dies gilt umso mehr, als es hier neben Anthem Venture nur einen weiteren Eigenkapitalinvestor gibt.
https://www.crunchbase.com/organization/blurb#/entity

Bei einer Monetariasierung von Blurb kann ich mir eher eine Milliarde als 500 Millionen vorstellen. Und selbst wenn auf Acuta nur ein Drittel entfiele, wären das 150 bis 300 Millionen. Und auf Actuas 9% an Anthem Venture wären das 13,6 bis 27 Millionen oder ca. 0,50 bis 1 Dollar pro Aktie.

Und Blurb ist nur eine von 23 Beteiliigungen von Anthem Venture, wenn vermutlich auch die wertvollste.

 

Scopely so

Its recent announcement of a Series C round of $60 million, which follows $55 million raised in 2016, brings total funding to almost $160 million.
Combined with the revenues generated by games as varied as The Walking Dead: Road to Survival and Yahtzee With Buddies, Scopely?s valuation is now somewhere between $540 to $600 million, depending on who you believe.

http://www.pocketgamer.biz/comment-and-opinion/...ve-rise-of-scopely/

auch wenn Anthem Venture hier - im Gegensatz zu Blurb ? zusammen mit vielen anderen Investoren beteiligt ist.

https://www.crunchbase.com/organization/scopely#/entity