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Zynga, Inc. Message Board

  • asj48493 asj48493 Apr 18, 2013 3:51 AM Flag

    Next Huge Gainer in Upcoming Days

    Multi-screen video delivery solutions (delivery of TV to tablets and smartphones) will be the hottest area of investment for pay-TV companies in 2013 and Concurrent (CCUR) will take advantage of this booming market more than any other public company! CCUR looks ready to breakout big, it only has 8.72mm shares outstanding and is currently $6.75 with $24.6mm in cash and no debt. This gives CCUR an enterprise value of only $34.26mm, which is only 0.52X its annualized revenue of $66.4mm. CCUR's video business, which has captured the #1 largest video-on-demand (VOD) market share with a reach of 50 million households, is currently receiving no value at all!

    Ericsson (ERIC) announced last week 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.

    CCUR spent $15mm to acquire their Media Data Intelligence business, which tracks 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 manufacturers 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 being valued at less than zero! CCUR is extremely profitable with its EPS doubling the past two quarters in a row! Major consolidation is taking place in this space this year with a lot more expected to occur soon.

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