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Uni-Pixel, Inc. Message Board

  • goodwe212 goodwe212 Apr 16, 2013 10:57 AM Flag

    This Week's Biggest Gainer Will Be

     

    Concurrent (CCUR) - currently $6.16 with 8.72mm shares outstanding, $24.6mm in cash, no debt. and an enterprise value of only $29.115mm. CCUR's enterprise value is less than half its annualized revenue of $66.4mm and just 3.5X its nine month cash flow from operations! CCUR's video delivery solutions business has captured the #1 largest video-on-demand (VOD) market share with a reach of 50 million households, and is now rapidly growing in booming the multi-screen video space - yet it's current receiving no value at all!

    Ericsson (ERIC) announced last week that they are paying Microsoft (MSFT) nearly $200mm to acquire their Mediaroom multi-screen IPTV software in order to increase their multi-screen reach by 11 million pay-TV households to 16 million for a 25% multi-screen market share. CCUR's MediaHawk multi-screen software is superior to Mediaroom and CCUR has already signed multi-screen deals with the #1 largest cable TV companies in Japan, Germany, and the UK. These three huge CCUR multi-screen clients have a total of 14.8 million subscribers, which will put CCUR second in this space behind ERIC.

    Howvever, just CCUR's Media Data Intelligence (MDI) business combined with CCUR's real-time business are worth a lot more than CCUR's current enterprise value of $29.115mm! CCUR spent $15mm to acquire their MDI business, which tracks the viewing behavior of 35 million pay-TV subscribers. CCUR's "real-time" ultra high performance computer technology business has annualized revenue of $27.6mm and 4 of the world's top 5 defense contractors as clients. This business is probably worth $25-30mm on its own.

    CCUR's multi-screen/VOD video business with $33.8mm in annualized revenue is currently not receiving any value, when it will soon have a larger reach than MSFT's Mediaroom did, which ERIC is paying nearly $200mm for!

    This topic is deleted.
 
UNXL
4.97-0.03(-0.60%)Oct 21 4:00 PMEDT

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