Industry to Have Most Consolidation Moving Forward!
The most rapidly growing industries so far this decade that will continue rapidly growing for the rest of this decade are: 1) smartphone/tablet sales, 2) mobile video streaming, 3) video on demand (VOD), 4) over-the-top (OTT) video subscription services, 5) content delivery network (CDN) platforms, 6) multi-screen media consumption data, 7) targeted multi-screen advertising, 8) DVR usage, 9) smart TVs, and 10) real-time technology solutions.
There is one undiscovered and extremely undervalued small-cap NASDAQ stock that is taking big advantage of all 10 of these huge booming markets - with the company already the dominant leader of some of them! The company is Concurrent (CCUR) and it's trading for $7 with an enterprise value of only $38.9MM or just 0.61X revenue and 5.44X cash flow, when it is extremely profitable with rapidly ramping up GAAP EPS in its most recent quarters from: $0.02 to $0.04 to $0.08 and to $0.11 (450% quarterly EPS growth vs. 3 quarters ago)! They now have record trailing GAAP EPS of $0.25 vs. a trailing GAAP EPS loss of ($0.40) at the end of March 2008.
Due to a lack of investor awareness, CCUR at last week's close of $6.99 was unchanged since the end of March 2008 - despite their cash flow rising 159% from $2.75 million back then, to $7.13 million today! CCUR's GAAP EPS has made a dramatic 5-year improvement of $0.65, which coincided with a huge GAAP EPS swing from deep in the red to well into green territory! It is insane that CCUR's business is being valued at only 0.61X revenue when its main rival Seachange (SEAC) has been reporting large GAAP EPS losses - yet it's still trading with an enterprise value of 1.69X revenue, a multiple that would value CCUR right now at $14.77 per share! A rapid 100% gain could be imminent for CCUR shareholders, who will receive their next huge quarterly cash dividend payment next month based on their CCUR holdings at the close of trading on Tuesday June 11. Look for official confirmation Tuesday June 4th!