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  • bbajf591 bbajf591 Apr 6, 2013 7:50 PM Flag

    Biggest Play for Next Week

    There has so far been 45 million online streams of the NCAA March Madness Basketball Tournament this year, up 158% from last year, with 60% of them to tablets/smartphones! Concurrent (CCUR) is an undiscovered gem with a low float and will capitalize most from this!

    CCUR's MediaHawk multi-screen technology allows service providers to deliver any video format, to any device, at any time, over any type of network. CCUR was first company to introduce video-on-demand (VOD) over a decade ago and today they hold a 30% market share of the VOD platform market with 212 VOD deployments across 4 continents. CCUR is providing VOD to 50mm homes worldwide!

    CCUR's clients include Time Warner Cable, Cox, Charter, and Bright House. CCUR ran from $7 to well over $200 during the VOD boom and now we are about to experience a multi-screen technology upgrade boom as pay-TV operators rush to upgrade their VOD systems to support multi-screen video delivery to tablets, smartphones, and other IP connected devices. They just signed Virgin Media (VMED), the largest cable TV company in the UK, a company worth $23 billion. CCUR will be powering VMED's new Virgin TV Anywhere platform that allows their 3.8mm subscribers to watch linear TV/on demand videos over their tablets and smartphones! CCUR is already powering a similar service for Japan's largest cable TV company.

    CCUR closed at $7.24 on Friday and only has 9.2mm shares outstanding, giving CCUR a market cap of $66.6mm with $24.6mm in cash, no debt, and a very low enterprise value of only $42mm or just 0.67X its revenue of $62.59mm! CCUR's EPS has been ramping up big from $0.02 to $0.04 and to $0.08 the past three quarters respectively! CCUR's main competitor Seachange (SEAC) is a money losing but is already trading with an enterprise value/revenue ratio of 1.81, which would make CCUR a $15 per share stock! CCUR's gross margins of 58.81% are higher than SEAC's gross margins of 50.18%, giving CCUR potential to at least double in April!

 
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