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Alphabet Inc. Message Board

  • goodwe212 goodwe212 Apr 18, 2013 4:01 AM Flag

    Wall Street's New Hottest Play


    Research Concurrent (CCUR) right away! They have the world's largest video-on-demand (VOD) market share! CCUR is also now capturing a huge share of the booming multi-screen video delivery market! CCUR dipped a little bit on Wednesday to $6.75 after making a huge gain on Tuesday and has only 8.72mm shares outstanding. CCUR is sitting on $24.6mm in cash with no debt. CCUR has an enterprise value of only $34.26mm, which is just 0.52X its latest annualized revenues of $66.4mm and 3X its trailing nine month cash flow from operations on an annualized basis.

    Ericsson (ERIC) announced last week they are paying Microsoft (MSFT) just under $200mm to purchase their Mediaroom multi-screen video delivery software, which has a multi-screen reach of 11 million pay-TV households and will increase ERIC's multi-screen reach to 16 million households. CCUR's MediaHawk multi-screen software is superior and CCUR has already signed multi-screen deals with the #1 largest cable TV companies in Japan, Germany, and the UK. These huge CCUR multi-screen clients will give CCUR an initial multi-screen reach of 14.8 million subscribers, which will be the second largest multi-screen reach in the industry!

    CCUR spent $15mm to acquire their Media Data Intelligence division, which tracks the TV viewing behavior of 35mm pay-TV subscribers and holds a 35% market share in the markets it serves. CCUR also has a "real-time" ultra high performance computer technology business with annualized revenue of $27.6mm and 4 of the world's top 5 defense contractors as clients. This business could be worth over $25mm.

    CCUR's video business with $33.8mm in annualized revenue is not receiving any value at CCUR's current share price! CCUR is extremely profitable with its EPS doubling the past two quarters in a row! Major consolidation has been taking place in this space and a lot more is expected throughout 2013. CCUR looks ready to breakout for large short-term gains.

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