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Apple Inc. Message Board

  • jtdmnf533 jtdmnf533 Apr 17, 2013 12:01 PM Flag

    Receiving No Value for Industry Leading Business

    CCUR rallied $0.78 to $6.94 yesterday and much bigger gains are still to come, being that it's still receiving no value for its booming multi-screen video delivery business! With only 8.72mm shares outstanding, CCUR has a market cap of $60.52mm, with $24.6mm in cash, no debt, and an enterprise value of only $35.92mm!

    Last week, ERIC signed a deal with MSFT to acquire their Mediaroom multi-screen video business for just below $200mm, which has a multi-screen reach of 11mm pay-TV households. CCUR recently signed huge multi-screen video delivery deals with the largest pay-TV companies in Japan, Germany, and the UK, for a multi-screen reach of 14.8mm pay-TV households! CCUR is rapidly growing its multi-screen video market share and also has the world's largest video on demand (VOD) market share, yet CCUR is so undervalued that it's video business is receiving no value!

    CCUR paid $15mm to purchase their media data intelligence (MDI) business, which tracks the viewing behavior of 35mm pay-TV subscriber households. CCUR also owns a ultra high performance real-time computer technology business, which powers simulator devices used by 4 of the world's 5 largest defense contractors - and has annualized revenue of $27.6mm! Just CCUR's MDI and real-time businesses are together worth a lot more than CCUR's current enterprise value!

    CCUR's video business has annualized revenue of $33.8mm, yet it's currently receiving no value at all! CCUR's signed multi-screen clients already give it a larger multi-screen reach than MSFT's Mediaroom had, and Mediaroom was just acquired by ERIC for nearly $200mm! CCUR is very profitable with its EPS doubling the past two quarters in a row! CCUR could skyrocket to double digits in the days ahead!

99.51+1.61(+1.64%)1:48 PMEDT