Nur für Zocker geeignet

Vergleicht einmal Goindusty mit anderen Werten wie z.B. Alibaba und teuren deutschen Internetbuden.

www.go-dove.com/company/InvestorRelations/...nt2009_FINAL2.pdf

Bei einem Halbjahresumsatz von über 12 Millionen britischen Pfund = ca. 14 Millionen Euro, was auf knapp 30 Millionen Euro hinausläuft, hat der an der AIM in London gehandelte Wert einen Wert von nur ca. 20 Millionen Euro. Wie gesagt: Sehr markteng, riskant, aber mit erheblichen Chancen. Dieses Unternehmen hatte früher seinen Sitz in München, hat ihn aber - wohl auch im Zusammenhang  mit dem Börsengang an der AIM - nach London verlegt.

hat sich das positiv ausgewirkt, denn durch einen Swing von ca. 2 Millionen entstand aus einen Minus von 1,4 Millionen in 2009 in 2010 ein Überschuss von 0,6 Millionen, wobei das zweite Halbjahr dazu den Löwenanteil beitrug, was auf eine Fortsetzung des positiven Trends schließen lassen könnte.

Adjusted* profit/(loss) before tax
613
(1,442)

ist nicht gerade von schlechten Eltern:

"GoIndustry DoveBid is the global market leader in the provision of surplus asset management, online auction and valuation services for the industrial & financial marketplaces.  These financial results show the significant improvement that has been made by the Group in 2010.  We believe the market opportunity should be great, and have implemented a strategy that will leverage our industrial equipment knowledge, our global presence and our online sales platform to address the equipment valuation, redeployment and disposal needs of corporations."

Aktie durch den Jahresbericht gekommen:



Last 5 trades


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14:36:56  05-May-11

128.00

1,000

1,280.00

O



08:00:56  03-May-11

128.20

24

30.77

O



15:22:27  19-Apr-11

127.00

50

63.50

O



09:36:07  19-Apr-11

125.00

2,500

3,125.00

O



16:38:34  18-Apr-11

130.00

5,000

6,500.00

O


Damit stellt sich für mich die Frage: Hat der Markt genau diese Ergebnisse erwartet? Anworten darauf weiß ich allerdings auch nicht, denn so viele beschäftigen sich nicht mit dieser Aktie.

blog.go-dove.com/search/label/Press%20releases

GoIndustry DoveBid at Philippines Semiconductor and Electronics Convention and Exhibition 2011
[Posted by Go-Dove ON Tuesday, May 17, 2011]
Categories: Auction news, Electronics-Semiconductor, Press releases | Add a comment
GoIndustry DoveBid (Philippines) Inc. will be at the upcoming Philippines Semiconductor and Electronics Convention and Exhibition presenting the world's leading industrial equipment asset management and realization program to companies in the Philippines semiconductor and electronics industries.

The show is the biggest annual convention and exhibition for the industry that accounts over 2/3 of the total exports in the country and is seen as the driver of the economy for the near future.

GoIndustry DoveBid, the global leader in online asset value realisation, has over 120 Asia based professionals across 13 offices in 10 countries and works extensively in the Asian semiconductor industry.

Visit us at the Philippines Semiconductor & Electronics Convention & Exhibition (PSECE) 2011, 1 - 3 June 2011 at SMX Mall of Asia, Pasay City, Metro Manila, Philippines.

For more information, contact Tuukka Tulosmaa on +63 2 822 5555 x213 or email Tuukka.Tulosmaa@go-dove.com

Beschreibung der Aktivitäten in Asien bisher nicht zu Gesicht bekommen: "GoIndustry DoveBid, the global leader in online asset value realisation, has over 120 Asia based professionals across 13 offices in 10 countries and works extensively in the Asian semiconductor industry."

bekommen habe:

www.capmarkets.com/...p;filename=GoIndustry_DoveBid_May_11.pdf

Go-Dove at the Bio International Convention
[Posted by Go-Dove ON Monday, May 23, 2011]
Categories: Biotech-Medical-Pharmaceutical, Press releases, Tradeshow and events | Add a comment
Visit us at the Bio International Convention - booth #2553 from June 27-30th in Washington DC.


The BIO International Convention is the largest global event for the biotechnology industry and attracts the biggest names in biotech, offers key networking and partnering opportunities, and provides insights and inspiration on the major trends affecting the industry.

The event features keynotes and sessions from key policymakers, scientists, CEOs, and celebrities. Past speakers include President George W. Bush, President Bill Clinton, Michael J. Fox, Sir Elton John, Her Majesty Queen Noor of Jordan, and General Colin Powell, among many others. The Convention also features the BIO Business Forum (One-on-One Partnering), hundreds of sessions covering biotech trends, policy issues and technological innovations, and the world's largest biotechnology exhibition - the BIO Exhibition.

GoIndustry DoveBid provides a global marketplace for buyers to source used industrial equipment from multinational manufacturing and R&D companies. Our BioPharma Exchange provides the global equipment marketplace for the Biotech R&D, Medical and Pharmaceutical industries. This includes processing, manufacturing, and lab equipment such as NMRs, LCs / GCs, HPLCs, MRI systems, mass spectrometers, tablet presses, capsule fillers, coating equipment, ultrasound machines, isolation chambers, liquid handling systems, and general lab equipment. You can visit us at the at booth #2553 from June 27-30th in Washington DC. For more information,contact scott.sarasin@go-dove.com

Find out more at www.go-dove.com or follow us on twitter @Go_Dove.

denn die letzten Umsätze stammen vom letzten Mittwoch.



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14:51:30  25-May-11

120.35

569

684.79

O



12:52:53  25-May-11

123.00

4,036

4,964.28

O



11:57:13  24-May-11

123.49

5,860

7,236.69

O



08:02:25  24-May-11

120.00

2,000

2,400.00

O



08:31:48  23-May-11

120.00

7,000

8,400.05

O

und 120/127 ist auch gleich geblieben.

zu GoIndustry, die zunächst einmal die bekannten Fakten aufgreift:

Industrial asset management service provider GoIndustry
DoveBid, released its financial results for the year to 31 December
2010 earlier this month. Key points to note from the results are:

Direct profit, GoIndustry DoveBid’s key measure of fee
income, of £27.8m, 10% higher than the £25.3m generated
from the provision of surplus asset management services in
the year to 31 December 2009.

This increase in direct profit was achieved despite the fact that
actual revenue generated in the year to 31 December 2010 of
£40.1m was circa 5% lower than in the prior year. A
significant portion of this decline in revenue can be attributed
to lower valuation fees, down £1.1m to £4.2m. The £40.1m in
revenue was achieved on the back of gross asset sales of
£145.6m (2009 £116m).


www.capmarkets.com/...p;filename=GoIndustry_DoveBid_May_11.pdf

Fazit: Der Rohgewinn ist gestiegen, der Umsatz leicht gesunken, was hier überwiegend auf den Rückgang von Bewertungsdienstleistungen zurückgeführt wird. Meines Erachtens hängt es aber vor allem auch damit zusammen, dass GoIndustry die Versteigerungen für einzelne Unternehmen zurückgefahren hat und verstärkt auf Sammelversteigerungen setzt, wodurch die Kosten sinken, was wiederum den höheren Rohgewinn erklärt. Während für große Unternehmen auch noch unternehmensspezifische Versteigerungen vorgenommen werden, scheint das für die Unternehmen darunter nicht mehr der Fall sein - einige von denen dürften daher abgewandert sein, wenn sie mit Sammelversteigerungen nicht einverstanden sind.

"The direct profit margin earned during the year was 69.4% cf the 60.2% earned in the year to 31 December 2009 and the 67% that we were looking for."

Die Ursache dürfte sein, dass man stärker auf kostensparende Sammelversteigerungen gesetzt hat, was allerdings auch etwas Umsatz gekostet hat.

We have increased our expected fair value range for GoIndustry DoveBid’s
shares to 200-237p per share.

wäre ich mit meinem durchschnittlichen Einstandspreis von 80 hochzufrieden. Allerdings habe ich nur noch 10.700 Stück, da ich ein Drittel meines ursprünglichen Bestandes, was sehr schwierig war, für im Schnitt ca. 130 verkauft habe.

schon für ziemlich optimistisch.

Updated Forecasts
Following the results we have updated our forecasts to reflect the higher direct profit margin
being earned by the group – 69.4% versus the 67% we had factored into our numbers.
While we are inclined to lift our forecast profit before tax and eps for 2011 we note that the
corporate forward flow deals on which GoIndustry DoveBid is concentrating have longer lead
times than do one-off transactions. The nature of the deals, therefore, suggests a higher
marketing spend prior to revenue being recognised. GoIndustry DoveBid’s expansion into
Asia also suggests a higher marketing budget. We have therefore left our existing 2011
forecasts unchanged.
As GoIndustry DoveBid has had a history of losses we have not allowed for any tax charges
in our forecasts. The group currently carries a deferred tax asset on its balance sheet of
£327k, however the group has significantly higher losses which will likely be recognised in
the future.
Our new forecast adjusted profit before tax figure for 2012 is for £1.8m and our adjusted eps
forecast is for 18.3p per share. A growing top line combined with a relatively flat cost base is
starting to be reflected in the numbers produced.
GoIndustry DoveBid had had a history of reporting a high level of exceptional items – we
were pleased to see that limited exceptional costs were incurred in the 2010 year and expect
that this is a trend likely to continue.

Auch mit 1,2 bis 1,5 Millionen wäre ich auch schon zufrieden, denn dann wären wir beim momentanen Kursniveau mit dem KGV im einstelligen Bereich. Und sich sehe auch Übernahmefantasie - für ein Unternehmen wie z.B. Alibaba müsste GoIndustry doch eigentlich ein gefundenes Fressen sein.

wird wie folgt begründet:

"When we initiated on GoIndustry DoveBid in November of last year we set a valuation range
of 100-193p per share. The shares are now up from 80p to 126p, an increase of some 58%.
The performance delivered by the group in the year to 31 December 2010, combined with
good general market news flow, has increased our confidence in both the company itself,
and the sector in which it operates.
Ritchie Brothers Auctioneers, who reported their results for the three months ended 31
March 2011 last week, achieved its largest ever gross auction proceeds and revenue. Chief
Executive Officer, Peter Blake, remarked that “the used equipment market around the world
continues to return to a more balanced state” and that there is evidence of “increasing
optimism among equipment owners and early signs of momentum returning”.
Liquidity Services, likewise, reported its second quarter results and reported record revenue
for the quarter. Chairman, Bill Angrick, commented that “our marketplace continues to be
attractive to buyers in a recovering economy”.

blog.go-dove.com/2011/06/exciting-website-changes.html

www.proactiveinvestors.co.uk/companies/...s-in-2011-27831.html

finance.yahoo.com/news/...nues-bw-1099808287.html?x=0&.v=1

Pharma Asset Management: Sizing Up the Global Secondary Market
[Posted by Go-Dove ON Thursday, June 23, 2011]
Romie Castelli our Senior VP of North American sales was recently interviewed by PharmaManufacturing.com, the digitial resource of phamaceutical manuafturing. In the article Romie reponds to how Pharma and BioPhama companies deal with challenging times through the help of sophisticated secondary markets to manage equipment and assets.

An excerpt from Pharma Asset Management: Sizing Up the Global Secondary Market

'The drug industry has been in tumult for many years now, with the recent economic downturn only compounding the problem. With companies downsizing, outsourcing, and generally struggling to find the right global footprint, they’ve been challenged with moving and managing their facilities’ physical assets.

“These activities require companies to make decisions on whether to redeploy assets into growth areas or to sell them from existing businesses into the global marketplace,” says Romie Castelli, Senior VP of North American Sales for GoIndustry DoveBid, which specializes in surplus asset management, direct sales, auctions, and exchanges of pharma and biopharma equipment. Recently, Castelli says, high - quality lab and production equipment has become more available in the secondary market, providing opportunity for companies looking to liquidate or acquire certain types of physical assets. In this interview, we talk with Castelli about what’s happening out there. We also get his tips on smart shopping and selling in secondary equipment.'  

You can read the full length article on PharmaManufacturing.com by clicking here or www.pharmamanufacturing.com/articles/2011/094.html?page=full

Bewertung noch okay:

www.go-dove.com/data/InvestorRelations/...ent_Final_230611.pdf

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11:20:08  06-Jul-11

104.00

5,000

5,200.00

O



09:49:04  05-Jul-11

104.00

250

260.00

O



16:27:27  01-Jul-11

108.00

5,000

5,400.00

O



10:50:07  30-Jun-11

105.50

1,500

1,582.50

O



10:11:02  29-Jun-11

108.00

1,095

1,182.60

O

blog.go-dove.com/2011/07/...y-dovebid-leading-provider-of.html

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14:53:34  20-Jul-11

106.29

300

318.88

O



12:24:04  20-Jul-11

106.29

470

499.58

O



08:16:56  19-Jul-11

104.00

775

806.00

O



16:14:39  14-Jul-11

107.50

300

322.48

O



11:46:45  13-Jul-11

105.00

2,500

2,625.00

O

www.go-dove.com/data/InvestorRelations/...g_results_230611.pdf

Kenntnisstand nichts geändert:

Shares in issue: 9,798,494 1p Ords

GoIndustry-DoveBid plc
Significant Shareholders Number of shares held % Holding

ICG Holdings

Bond Capital Partners

Atlas Funds

Fidelity

ODL Nominees Limited

AXA
2,546,743

1,897,092

1,080,525

898,642

425,777

371,822
25.99

19.36

11.02

9.17

4.34

3.79