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Sirius XM Holdings Inc. Message Board

  • jtdmnf533 jtdmnf533 Apr 11, 2013 1:57 PM Flag

    Major Breakout and Rally Imminent

    A major breakout and rally is imminent for Concurrent (CCUR) - the #1 global video on demand (VOD) technology developer. CCUR is now beginning to capitalize on the new huge multi-screen spending boom. There were 45mm online streams of the NCAA March Madness Basketball Tournament this year up 158% from last year and 60% of them were over mobile devices! CCUR is perfectly positioned to capitalize most on this booming trend!

    CCUR's MediaHawk multi-screen platform can deliver video in any format, to any screen, over any network, at any time and they just signed a huge new multi-screen client Virgin Media (VMED), the largest cable TV company in the UK. It now has a multi-screen reach of 6.3mm households. ERIC just paid $200mm this week to acquire Mediaroom from MSFT, which had a reach of 11mm households. This means CCUR's video business is probably worth around $100mm, which would value CCUR at $18.88 per share!

    CCUR is currently trading for $7.16 with an enterprise value of only $37.84mm. CCUR paid $15mm cash for their media data intelligence business. CCUR's real-time business has $27.6mm in annualized revenue and is worth at least $25mm. Therefore, CCUR deserves an enterprise value of $40mm from these two businesses alone! A CCUR enterprise value that's below $40mm means CCUR's rapidly growing video solutions business that's extremely profitable with revenues of $33.8mm is currently receiving no value at all!

    CCUR only has one direction it can go and could rapidly double!

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