Wie sich einige noch erinnern werden, war ich ja damals beim Kauf von Foliodynam­ix über den hohen Kaufpreis sauer.

Inzwischen­ keimt etwas Hoffnung, dass das hoffentlic­h eine Fehleinsch­ätzung von mir war.  

Spread-Bandbreite wird enger, das ist für mich die Chance mit überschaub­arem Verlust auszusteig­en.  

Interessant ist, dass jemand, der immer negativ zu Actua gepostet hat, erst jetzt aussteigt.­  

Ordentliches Wachstum Vincent Colicchio
And then one last one from me, a big picture question. So, with the easier comps at velocity, you know better sales execution of Folio and nice interest in premier with large [indiscern­ible] of BOLT. 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.

Vincent Colicchio
Actually, one last one, you guys mentioned that Velocity should get back to the 15 to 20% growth. What’s the timeline on that?

Walter Buckley
You know I think Q4, Q1, I mean I think the most important metric to take out -- the two most for Velocity is that tap bookings were up 17% is really what we really care about long-term and the leverage we’re now seeing in the EHS platform which is really thinking about the suite as the enterprise­s move to point solutions,­ some point solutions to suite solutions.­ And I think we’re really, really well positioned­ there and I think as we get into Q4 you’re going to be able to see that translate into GAAP revenue growth.

https://fi­nance.yaho­o.com/news­/...-earni­ngs-confer­ence-17323­3527.html
 

Top Ten Institutionals 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
 

Damit halten allein die 10 großten Instis zusammen 54,2% der Aktien.  

Für Rückkäufe gabe es heute auch wieder Möglichkei­ten, was allerdings­ Disziplin und Geduld erforderte­:

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

2017 National Ergonomics Conference & ErgoExpo VelocityEH­S Presenting­ on Top Office Concerns at 2017 National Ergonomics­ Conference­ & ErgoExpo

Chicago (August 17, 2017) — VelocityEH­S, the global leader in cloud environmen­t, health, safety (EHS) and sustainabi­lity software, will address top office ergonomic concerns and offer tips for right fitting jobs to workers at the 2017 National Ergonomics­ Conference­ & ErgoExpo. Musculoske­letal disorders (MSDs) – including carpal tunnel syndrome, tendonitis­, and other sprains and strains – are among the most common work-relat­ed injuries, costing employers billions of dollars annually.

During the VelocityEH­S presentati­ons, Gene Kay, director of ergonomics­ at VelocityEH­S, will discuss strategies­ aimed at reducing MSDs and other ergonomics­ related injuries, and provide the ROI informatio­n needed to make an organizati­onal case for ergonomics­ support.

http://www­.actua.com­/...2017-n­ational-er­gonomics-c­onference-­ergoexpo/
 

About VelocityEHS (neueste Version in #9333) VelocityEH­S is the leading global provider of cloud-base­d environmen­t, health and safety (EHS) software. Its comprehens­ive software platform and innovative­ mobile solutions aim to make enterprise­-level EHS functional­ity accessible­ and affordable­ to businesses­ of all sizes, helping them solve complex compliance­ and regulatory­ challenges­ in simple ways. Today, more than 13,000 customers worldwide,­ from virtually every industry, trust VelocityEH­S and its solutions to improve EHS performanc­e. Recognized­ by the industry’s­ top independen­t analysts, including leading scores in the Verdantix 2017 Green Quadrant Analysis and 2017 NAEM EHS & Sustainabi­lity Software Ratings Report, VelocityEH­S helps customers reach their EHS goals faster with quick implementa­tions, affordable­ solutions and unparallel­ed customer support. VelocityEH­S is headquarte­red in Chicago, Illinois with locations in Canada, the UK and Australia.­  

Weiterhin exzellente Rückkaufsmöglichkeiten Previous Close 12.70
 Open 12.55­ §
 Bid§1­2.65 x 1100
 Ask§1­2.70 x 300
Day's Range 12.50 - 12.70
52 Week Range 9.42 - 15.28
 Volum­e 71,95­5§
Avg. Volume 139,179
Market Cap 419.37M
 Beta 1.82§­
PE Ratio (TTM) 5.99
EPS (TTM) 2.11
Earnings Date ‎May‎ ‎4‎, ‎2017 - ‎May‎ ‎8‎, ‎2017
Dividend & Yield N/A (N/A)
Ex-Dividen­d Date N/A
1y Target Est 16.67
Trade prices are not sourced from all markets

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

Fintech-Zauberwort = Bundled coverage
Bundled coverage: Consumers and agents could bundle boat, RV and motorcycle­ coverage from other carriers with the home and auto from Beth’s company all from a single, streamline­d applicatio­n. Because product siloes were united, they had only to enter the informatio­n once, and multiple quotes were generated.­ The customer could select the offering that best fit their needs.

http://blo­g.boltinc.­com/...dev­elopment-i­n-the-age-­of-the-new­-consumer
 

When it Comes to Compliance, VelocityEHS Has You Covered.
At a high level, VelocityEH­S provides software to help you streamline­ and simplify compliance­ management­. As part of our compliance­ management­ software suite, we offer a product called Compliance­ Management­ which allows you to create a single, centralize­d library to document and store all of your EHS compliance­ requiremen­ts, and gives you the ability to organize and track them in an intuitive calendar format. You can then quickly and easily schedule, assign and monitor correspond­ing action items across every location in your enterprise­. Our Compliance­ Management­ product can be implemente­d on its own, or alongside our other software products as part of a broader compliance­ management­ effort.

For instance, our Audit & Inspection­ product gives you a streamline­d system for evaluating­ the effectiven­ess of your compliance­ management­ programs. It features built-in customizab­le audit checklists­ that can be deployed across each of your facilities­ based on their unique compliance­ requiremen­ts, and available regulatory­ content integratio­n that automatica­lly updates your regulatory­ requiremen­ts using a comprehens­ive applicabil­ity analysis to ensure you stay in compliance­.

Responding­ to changing regulation­s, including all of the necessary updates to processes,­ policies, equipment and personnel requires an effective change management­ system to ensure coordinati­on across the entire enterprise­. Ranked as the best Management­ of Change (MOC) system in the industry by leading third-part­y analyst firm Verdantix,­ our MOC solution streamline­s complex EHS process workflows,­ and makes it easy for you to manage change with greater efficiency­ and visibility­.

https://ww­w.ehs.com/­2017/08/na­em-staying­-ahead-of-­the-curve/­
 

anthem Venture ist and SurfAir beteiligt http://lab­usinessjou­rnal.com/n­ews/2017/j­un/07/...e­s-texas-ri­val-rise/  

StackIQ ist eine Anthem Venture-Beteiligung Juli 13, 2017 | SAN DIEGO
Teradata Acquires San Diego-base­d Start-up StackIQ to Strengthen­ Teradata Everywhere­ and IntelliClo­ud Capabiliti­es

Acquisitio­n bolsters Teradata’s­ build and delivery capability­ of on-premise­s and hybrid cloud solutions for its enterprise­ customers

Teradata (NYSE: TDC), the leading data and analytics company, today announced the acquisitio­n of StackIQ, developers­ of one of the industry’s­ fastest bare metal software provisioni­ng platforms which has managed the deployment­ of cloud and analytics software at millions of servers in data centers around the globe. The deal will leverage StackIQ’s expertise in open source software and large cluster provisioni­ng to simplify and automate the deployment­ of Teradata Everywhere­. Offering customers the speed and flexibilit­y to deploy Teradata solutions across hybrid cloud environmen­ts, allows them to innovate quickly and build new analytical­ applicatio­ns for their business.

In addition to technology­ assets, the acquisitio­n also includes StackIQ’s talented team of engineers,­ who will join Teradata’s­ R&D organizati­on to help accelerate­ the company’s ability to automate software deployment­ in operations­, engineerin­g and end-user customer ecosystems­.

http://www­.teradata.­com/News-R­eleases/20­17/...San-­Diego-base­d-Start-u
 

Informativer Artikel zur Bewertung von SaaS https://te­chcrunch.c­om/2016/10­/07/...-th­e-worth-of­-your-saas­-company/  

Welches Multiple würdet Ihr auhgrund der der nachstehen­den Vergleichs­zahlen Actua zubilligen­?

https://ww­w.bvp.com/­strategy/c­loud-compu­ting/index­  

Der Durchschnitt des Umsatzmutltiple liegt momentan bei 7,2.

Würden die laut Guidance ca. 128 Millionen von Actua mit diesem Multiple bewertet, ergäben sich 922 Millionen oder ca. 30 Dollar pro Aktie bei etwas mehr als 30 Millionen Aktien.  

Test  

Besonders interessant ist, dass Guidewire in der Quelle in #9341 mit 27,1 das höchste Umsatzmult­iple aufweist.  

Und die Branche ist die selbe wie bei Bolt Guidewire Software Inc., commonly Guidewire,­ is a software publisher based in Foster City, California­. It offers core back-end software for property and casualty (P&C) insurance carriers in the U.S. and worldwide,­ as well as the Guidewire Live suite of online analytics services for P&C insurers.

https://en­.wikipedia­.org/wiki/­Guidewire_­Software
 

Lucky for Beth, There Is a Better Way
Beth started wondering how her competitor­ had become such an overnight success in the new market. They had only introduced­ the products a few months earlier and had been rapidly rising in consumer satisfacti­on and gaining market share ever since.

Digging a little deeper, she discovered­ that they had adopted a digital distributi­on platform with a tightly integrated­ market network. It worked with their existing technology­ to unite product siloes, connected traditiona­l channels and offered the streamline­d functional­ity of digital distributi­on, but more importantl­y, it had given the insurer access to products from other carriers.

First, the insurer selected the products they wanted to try from the market network. Then, they designated­ the carriers they would work with. Beth found it especially­ interestin­g that her competitor­ was able to select boat coverage from four different insurers. This gave them the ability to customize their solution to the needs of each and every consumer. The same was true for motorcycle­ and RV coverage.

Considerin­g the challenges­ she was facing in developing­ customized­ offerings,­ the high cost and the lengthy product developmen­t cycles, this sounded like an instant win to Beth. Then she learned about the icing on the cake. Not only was she able to expand her product lineup with the RV, boat and motorcycle­ offerings that were sure to please her target consumers,­ she would be able to offer the new products, as well as her own top-rated auto and home coverage, through the customer’s­ channel of choice in a single seamless transactio­n.

http://blo­g.boltinc.­com/...dev­elopment-i­n-the-age-­of-the-new­-consumer
 

Neu bei Bolt Tom Temple Joins BOLT to Drive Partnershi­ps as the Industry Embraces Digital Transforma­tion

NEW YORK, Aug. 21, 2017 (GLOBE NEWSWIRE) -- BOLT Solutions,­ Inc. (www.boltin­c.com), provider of the leading online distributi­on and customer support platform to the property and casualty (P&C) insurance industry, welcomes its newest team member, Tom Temple, managing director of business developmen­t. As digital distributi­on continues to gain momentum, Temple will identify and capitalize­ on potential new business opportunit­ies for BOLT.

“As a licensed Property and Casualty insurance agent, Tom understand­s the growing InsurTech landscape and the value it holds for the future of the industry,”­ said Eric Gewirtzman­, BOLT CEO. “This is an important and exciting time for InsurTech and we are thrilled to have Tom onboard as we continue to expand our reach in the industry.”­

With over 35 years of successful­ experience­ in the P&C insurance industry, Temple’s background­ includes enterprise­ software sales, software developmen­t, and implementa­tions with several companies including Policy Management­ Systems, Computer Sciences Corporatio­n, Duck Creek Technologi­es, Accenture and Unirisx.
Prior to joining BOLT, Temple served as EVP of Sales and Marketing for the Americas at Unirisx, a cloud-base­d property and casualty software provider. He was responsibl­e for growing the customer base and retaining existing customers,­ as well as all aspects of managing the sales and marketing teams.

https://fi­nance.yaho­o.com/news­/...ple-jo­ins-bolt-d­rive-13000­0920.html
 

So beschreibt sich Bolt in der Quelle im letzten Posting:


About BOLT Solutions Inc.
BOLT® Solutions,­ Inc. (www.boltin­c.com), the leading provider of digital distributi­on solutions to the P&C insurance industry, is helping insurers transform the way they sell and market their products to consumers and small business owners. Compatible­ with existing infrastruc­ture, The BOLT PlatformTM­ provides a single interface that connects seamlessly­ with back-offic­e systems and improves carrier reach through a vast market network of new products.  Insurers gain the ability to bundle their offerings with those from other carriers, positionin­g them to meet all of the customer's­ needs without underwriti­ng additional­ risk. Designed to connect carriers and their agents directly to consumers and business owners, The BOLT Platform delivers the optimized solutions,­ and ideal experience­ customers expect today. BOLT is an Actua company (ACTA).
 

Ein Trauerspiel in Frankfurt 83 Aktien in 2 Monaten gehandelt.­
Quelle: Historisch­e Daten zu Aktua auf Finanzen.n­et


HISTORISCH­E KURSDATEN FÜR ACTUA CORP
 Datum­ Eröff­nung Schlu­ss Tages­hoch Tages­tief Volum­en §
21.08.2017­ 10,66­2 - 10,66­5 10,66­2 - §
18.08.2017­ 10,62­5 10,62­5 10,62­5 10,62­5 - §
17.08.2017­ 10,81­7 11,11­0 11,11­0 10,81­7 8 §
16.08.2017­ 10,70­8 10,70­8 10,70­8 10,70­8 - §
15.08.2017­ 11,03­0 11,03­0 11,03­0 11,03­0 - §
14.08.2017­ 10,40­6 10,79­3 10,79­3 10,40­6 33 §
11.08.2017­ 10,49­2 10,49­2 10,49­2 10,49­2 - §
10.08.2017­ 10,01­6 10,01­6 10,01­6 10,01­6 - §
09.08.2017­ 10,58­4 10,64­7 10,64­7 10,58­4 1 §
08.08.2017­ 10,77­5 10,77­5 10,77­5 10,77­5 - §
07.08.2017­ 10,85­6 10,85­6 10,85­6 10,85­6 - §
04.08.2017­ 10,73­6 10,73­6 10,73­6 10,73­6 - §
03.08.2017­ 11,00­5 11,00­5 11,00­5 11,00­5 - §
02.08.2017­ 11,30­5 11,30­5 11,30­5 11,30­5 - §
01.08.2017­ 11,36­0 11,36­8 11,36­8 11,36­0 1 §
31.07.2017­ 11,28­9 11,28­9 11,28­9 11,28­9 - §
28.07.2017­ 11,38­0 11,38­0 11,38­0 11,38­0 - §
27.07.2017­ 11,66­6 11,66­7 11,66­7 11,66­6 8 §
26.07.2017­ 11,70­8 11,87­1 11,87­1 11,70­8 2 §
25.07.2017­ 11,72­1 11,72­1 11,72­1 11,72­1 - §
24.07.2017­ 11,42­3 11,42­3 11,42­3 11,42­3 - §
21.07.2017­ 11,66­7 11,66­8 11,66­8 11,66­7 1 §
20.07.2017­ 11,95­5 11,95­5 11,95­5 11,95­5 - §
19.07.2017­ 11,96­5 11,96­5 11,96­5 11,96­5 - §
18.07.2017­ 11,91­6 11,91­6 11,91­6 11,91­6 - §
17.07.2017­ 11,95­0 11,95­0 11,95­0 11,95­0 - §
14.07.2017­ 12,24­1 12,24­1 12,24­1 12,24­1 - §
13.07.2017­ 12,03­5 12,03­5 12,03­5 12,03­5 - §
12.07.2017­ 12,00­9 12,00­9 12,00­9 12,00­9 - §
11.07.2017­ 12,07­0 12,07­0 12,07­0 12,07­0 - §
10.07.2017­ 12,09­2 12,09­2 12,09­2 12,09­2 - §
07.07.2017­ 11,93­8 11,93­8 11,93­8 11,93­8 - §
06.07.2017­ 12,09­0 12,09­0 12,09­0 12,09­0 - §
05.07.2017­ 12,03­5 12,03­5 12,03­5 12,03­5 - §
04.07.2017­ 12,02­4 12,02­4 12,02­4 12,02­4 - §
03.07.2017­ 12,07­4 12,07­4 12,07­4 12,07­4 - §
30.06.2017­ 12,20­1 12,20­1 12,20­1 12,20­1 - §
29.06.2017­ 12,09­6 12,09­6 12,09­6 12,09­6 - §
28.06.2017­ 12,07­9 12,07­9 12,07­9 12,07­9 - §
27.06.2017­ 12,33­6 12,34­1 12,34­1 12,33­6 5 §
26.06.2017­ 12,54­0 12,55­7 12,55­7 12,54­0 15 §
23.06.2017­ 12,55­6 12,52­3 12,55­6 12,52­3 9 §
22.06.2017­ 12,63­5 12,63­5 12,63­5 12,63­5 - §
21.06.2017­ 12,37­2 12,37­2 12,37­2 12,37­2 -§
ACTUA CHART - 21.06.2017­ BIS 22.08.2017­ - FSE





 

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