Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

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21.08.17 20:43 #9351 Eigentlich normal und meines Erachtebns
ausreichend, dass Actua ca, 15,000 Stück zurückkaufen kann, die sich dann auf ca. 300.000 Stück pro Monat summieren würden.

      Date      Open      High       Low    Close*§Adj Close** Volume
‎Aug‎ ‎18‎, ‎2017 12.55 12.78 12.50 12.65 12.65 108,000
‎Aug‎ ‎17‎, ‎2017 12.95 13.20 12.65 12.70 12.70 97,800
‎Aug‎ ‎16‎, ‎2017 12.85 13.05 12.75 13.00 13.00 121,900
‎Aug‎ ‎15‎, ‎2017 13.10 13.15 12.70 12.75 12.75 95,000
‎Aug‎ ‎14‎, ‎2017 12.50 13.25 12.50 13.20 13.20 91,600
‎Aug‎ ‎11‎, ‎2017 12.50 12.60 12.25 12.50 12.50 191,900
‎Aug‎ ‎10‎, ‎2017 12.00 12.75 12.00 12.45 12.45 313,900
‎Aug‎ ‎09‎, ‎2017 12.70 13.27 11.85 12.00 12.00 251,700
‎Aug‎ ‎08‎, ‎2017 12.90 13.00 12.70 12.70 12.70 80,800
‎Aug‎ ‎07‎, ‎2017 12.90 13.00 12.75 12.85 12.85 79,600
‎Aug‎ ‎04‎, ‎2017 13.05 13.10 12.90 12.90 12.90 49,300
‎Aug‎ ‎03‎, ‎2017 13.25 13.30 13.00 13.00 13.00 113,400
‎Aug‎ ‎02‎, ‎2017 13.65 13.65 13.18 13.30 13.30 80,500
‎Aug‎ ‎01‎, ‎2017 13.60 13.75 13.53 13.60 13.60 59,500
‎Jul‎ ‎31‎, ‎2017 13.65 13.70 13.40 13.50 13.50 146,200
‎Jul‎ ‎28‎, ‎2017 13.65 13.68 13.48 13.50 13.50 45,100
‎Jul‎ ‎27‎, ‎2017 14.05 14.10 13.57 13.60 13.60 55,000
‎Jul‎ ‎26‎, ‎2017 13.95 14.20 13.90 13.95 13.95 159,300
‎Jul‎ ‎25‎, ‎2017 13.80 14.10 13.80 13.90 13.90 85,400
‎Jul‎ ‎24‎, ‎2017 13.55 13.93 13.50 13.80 13.80 103,600
‎Jul‎ ‎21‎, ‎2017 13.95 13.98 13.35 13.60 13.60 238,100

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

Bewertung:

21.08.17 20:49 #9352 Denn inzwischen hat Actue die Rückkäufe
zu seiner vierten Plattfrom erklärt:

Share Repurchases: Actua’s Fourth Platform

• Total amount deployed since inception of buyback program in 2008 through June 15, 2017, is $153.4 million
• 13.3 million shares repurchased at an average price of $11.50
• Authorization of $36.4 million remaining under the $189.8 million repurchase program

http://www.actua.com/wp-content/uploads/2017/06/...-Meeting-FINAL.pdf
 

Bewertung:

21.08.17 20:59 #9353 Nicht normal meines Erachtens
wenn fast nur noch das Unternehmen für die Handelbarkeit sorgt. Nutzt auch in Deutschland garnichts. Hier ist der Handel tot. Scheiss Aktie.  

Bewertung:

21.08.17 21:17 #9354 Die Beurteilung, ob bei dem nachstehenden
durchschnittlichen Handelsvolumen und Rückkaufen von in #9351 abgeführten 15.00 Stück fast nur noch das Unternehmen für Handelbarketi sorgt, überlasse ich Euch.

Avg. Volume 134,477

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

Bewertung:

21.08.17 22:01 #9355 Wenn heute von ca 28.000 Aktien
mehr als die Hälfte von Actua gekauft werden, stützt das meine Aussage. Wir wissen auch nicht, ob das Unternehmen auf der Verkaufsseite auftaucht um die Handelbarkeit zu gewähren. Es ist durchaus üblich dass Unternehmen in schlechten Phasen auch als Marketmaker agieren.  

Bewertung:

21.08.17 22:06 #9356 Ich vergaß: Gleiche Quelle wie zuvor
Libuda nimmts halt mit den Quellen sehr genau. Es wär dann doch schade wenn durch nachlässiges Quellenzitieren  wichtige Informationen gelöscht werden können. Mein letztes posting wurde diesbezüglich auch wieder gemeldet. Wer das wohl gewesen ist?  

Bewertung:

22.08.17 08:34 #9357 Wichtig aus 9340
There are four other metrics that will impact a company’s value beyond the current state of the public market and its growth rate. They are:

Size of the addressable market

Retention rate

Gross margins

Capital efficiency  

Bewertung:

22.08.17 22:59 #9358 zu #9537
Operate cloud software solutions in three sectors, each with a multi-billion dollar opportunity:
- Environmental, Health and Safety
-  Wealth Management
-  Property and Casualty Insurance

Leader in each market

Each market has less than 10% cloud adoption

http://www.actua.com/wp-content/uploads/2017/06/...-Meeting-FINAL.pdf
 

Bewertung:

22.08.17 23:03 #9359 zu 9537
-  Large market opportunity with vast majority still in front of us

- Market leader in each vertical market#

- Strong recurring revenue base (85%+)

- Demonstrated record of strong revenue growth

- Proven track record of successfully entering and scaling cloud-ready markets

http://www.actua.com/wp-content/uploads/2017/06/...-Meeting-FINAL.pdf
 

Bewertung:

23.08.17 12:21 #9360 zu 9537
Another key component of our business strategy, in addition to our multi-vertical domain expertise and effective and efficient research and development, is the leverage inherent in the recurring revenue generated by our cloud-based software delivery model. In part because our customers are required to make periodic payments to continue receiving access to our cloud-based offerings, we have established long-term relationships with our customers, many of which are governed by multi-year contracts that have historically high renewal rates. The consistent revenue stream provided by our recurring revenue model, coupled with our relatively high gross margins, allow us to drive revenue growth more consistently over time through investment in lead generation, sales and marketing. In order to ensure that we are effectively leveraging our cloud-based model, we closely monitor and manage the revenue growth rates, along with the gross margins, number of customers and a variety of customer retention and sales efficiency metrics, at each of our businesses.

http://icge.ir.edgar-online.com/efxapi/EFX_dll/...zFS&ID=12048582

Actua unterbewertet | wallstreet-online.de - Vollständige Diskussion unter:  

Bewertung:

23.08.17 13:45 #9361 Löschung

Moderation
Zeitpunkt: 23.08.17 13:59
Aktion: Löschung des Beitrages
Kommentar: Moderation auf Wunsch des Verfassers

 

 

Bewertung:

23.08.17 16:26 #9362 Strong Customer Retention

Actua has over 20% revenue growth, 70% margins and 98% customer retention.

https://seekingalpha.com/article/...rowing-saas-business-point-upside
 

Bewertung:

23.08.17 21:39 #9363 Interessante Frage ist natürlich, ob Actua auc.
bei diesen niedrigen Volumina noch an Rückkäufen beteiligt ist.

Davon gehe ich aus, denn sie haben ja auch bei 14 Dollar zurückgekauft.  

Bewertung:

23.08.17 23:15 #9364 Aha, Actua kauft nur zurück
wenn das Volumen hoch ist, egal wie der Kurs steht.
Jetzt versteh ich warum der Kurs seit Monaten in den Keller geht. Danke Libuda für die Erklärung. Ich hatte sowas eigentlich für unmöglich gehalten.  

Bewertung:

24.08.17 09:15 #9365 zu 9357
Another key component of our business strategy, in addition to our multi-vertical domain expertise and effective and efficient research and development, is the leverage inherent in the recurring revenue generated by our cloud-based software delivery model. In part because our customers are required to make periodic payments to continue receiving access to our cloud-based offerings, we have established long-term relationships with our customers, many of which are governed by multi-year contracts that have historically high renewal rates.  The consistent revenue stream provided by our recurring revenue model, coupled with our relatively high gross margins, allow us to drive revenue growth more consistently over time through investment in lead generation, sales and marketing. In order to ensure that we are effectively leveraging our cloud-based model, we closely monitor and manage the revenue growth rates, along with the gross margins, number of customers and a variety of customer retention and sales efficiency metrics, at each of our businesses.

http://icge.ir.edgar-online.com/...p;filename=ACTUA_CORP_10Q_20170809
 

Bewertung:

24.08.17 22:09 #9366 Das Volumen war endlich wieder okdy
24.08.17 22:15 #9367 Und ich gehe davon aus, dass Actua weiter
- entsprechend den Ankündigungen - Aktien zurückkauft:

Share Repurchases: Actua’s Fourth Platform

• Total amount deployed since inception of buyback program in 2008 through June 15, 2017, is $153.4 million
• 13.3 million shares repurchased at an average price of $11.50
• Authorization of $36.4 million remaining under the $189.8 million repurchase program

http://www.actua.com/wp-content/uploads/2017/06/...-Meeting-FINAL.pdf
 

Bewertung:

24.08.17 22:46 #9368 Nach monatelanger Flaute läuft da wieder me.
bei VelocityEHS

Oakville, Ontario
Positions Currently Available

Software Developers - Oakville ON

Sales Consultant - Oakville ON

EH&S Implementation Consultant - Oakville ON


Chicago, Illinois
Positions Currently Available

Payroll Processing Accountant

Helpdesk Intern

Staff Accountant

Client Onboarding Specialist 1

Sales Associate

https://www.ehs.com/about-us/careers/open-positions/
 

Bewertung:

25.08.17 08:21 #9369 Auch Yahoo hat jetzt komplett angepasst
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
 

Bewertung:

25.08.17 20:37 #9370 BOLT is what we like to call InsurTech inno.
Consider These Five Things When Partnering with an InsurTech
By Eric Gewirtzman, CEO, BOLT

BOLT is the original InsurTech innovator. We have been working with insurers since 2000, and I am often asked about the new startups entering the market and how traditional insurers can compete. The first thing I usually want people to understand is that not all InsurTech is intent on disrupting the market. BOLT, for instance, is what we like to call an InsurTech innovator. Our goal is to partner with existing insurers and help them find answers to the contemporary challenges they face. This explanation naturally leads to the next question I’m frequently asked: What should insurers look for when seeking an InsurTech partner?

Finding an InsurTech Partner that Brings Value
The insurance industry is unique. Guarded by strong regulations and financial requirements, it has been relatively closed to new entrants, developing a culture and method of doing business that’s different from other industries. That makes finding a good partner from the growing list of InsurTech innovators a challenge.

http://blog.boltinc.com/...e-things-when-partnering-with-an-insurtech
 

Bewertung:

25.08.17 22:57 #9371 Ich vermute, dass Actua momentan defensive.
zurückkauft, denn um z.B. 300.000 Stück pro Monat zurückzukaufen, was meines Erachtens sie Strategie ist, muss man im Schnitt pro Tag 15.000 Stück zurückkaufen.

Meines Erachtens kaufen sie in den letzten Tagen weiniger als diese 15.000 por Tag und passen sich dem Volumen an - aber meines Erachtens haben sie trotzdem diese 15.000 Stück Rückkauf pro Tag im Schnitt bis zum Jahresende im Auge.  

Bewertung:

25.08.17 23:05 #9372 Wie ich auf die 300.000 Aktien Rückkauf p.
komme?

Die folgende Info stammt vom 10. August - und der Rest ist Dreisatz.

Year-to-date in 2017 we have repurchased close to 2.2 million shares of Actua’s stock for approximately $30 million. And over the last 12 months, we repurchased 6.8 million shares of Actua’s stock for $94 million, representing an almost 20% reduction in shares outstanding

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

Bewertung:

26.08.17 09:21 #9373 zu #9372
Tom Mao
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 buybacks. Should we expect to see the company continue to buy back stock at this place?

Walter Buckley
Yeah, 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.

Quelle: siehe letztes Posting  

Bewertung:

26.08.17 12:35 #9374 Digital support for both: D2C and agent chan.
Some InsurTech innovators are eager to enter the industry and will promise you the moon and stars, but do you really need the whole universe of what they are offering? For instance, most insurers have a strong agent channel and their customers like working through agents. One InsurTech may promise superior results by eliminating agents in favor of a straight D2C play. As we’re seeing with many new InsurTech disruptors, consumers want to interact through a variety of channels, so you would be better served by digital capabilities that can support both D2C and agent channels.

Quelle: siehe 9370
 

Bewertung:

26.08.17 15:48 #9375 Key: Find partners with strong industry expe.
Earlier this year, we attended the Auto Insurance Report National Conference (AIRNC) 2017 where Patrick Sullivan spoke about the wave of InsurTech entrants. Based on his experience speaking with many of them, he concluded that the movement won’t change the world, but niches abound. What this means is that disruptors won’t be able to unseat existing insurers, but innovators with a strong insurance background can merge their technological skills with this knowledge to help insurers navigate the changing environment. The key is to find partners with strong industry experience.

Quelle: siehe 9370  

Bewertung:

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