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Dell Computer Corporation (DELL) Message Board

  • goodwe212 goodwe212 Apr 3, 2013 11:56 AM Flag

    Take Advantage of CCUR Here, Huge Bounce/Recovery Coming Before Close!

     

    Concurrent (CCUR): very low float with fastest growing EPS quarter-to-quarter. It has the largest video on demand (VOD) market share with 212 deployments across 4 continents and reaches 50mm global VOD households. CCUR dipped big yesterday and today on low volume after gaining 9 out of 10 days, but will bounce big later today and explode to new highs in days ahead. Only 9.2mm o/s with $24.6mm in cash, no debt, and an enterprise value at $7.30of only $42.5mm or just 0.67x its trailing revenues of $62.59mm!

    Gross margins of 58.81% exceed the #2 VOD operator Seachange (SEAC)'s margins of 50.18%. SEAC has enterprise value/revenue ratio of 1.85, which values CCUR at $15.26. CCUR's 2Q 2013 EPS was up 100% from its 1Q 2013 EPS and up 300% from its 4Q 2012 EPS. CCUR latest annualized non-GAAP EPS is now $0.50 and SEAC has P/E of 30 that would make CCUR $15! Over the past 6 weeks CCUR has announced two new clients that are among their 5 largest in history. CCUR signed a HUGE multi-screen video delivery deal to power Virgin Media's Virgin TV Anywhere tablet/smartphone video service as well as a new VOD client that is an unnamed Top 5 North American MSO. CCUR already works with Time Warner Cable and CCUR's technology wouldn't work for DirecTV or Dish Network, so the new unnamed client must be either Comcast, the #1 largest U.S. cable TV company or Verizon Fios, the #1 largest U.S. telco TV company. CCUR's two huge new clients could potentially add a combined $24mm in revs, increasing CCUR's annualized revs from $66.4mm today to $90.4mm, an increase of 36.1%. Most of CCUR's operating expenses are fixed and if they only increase by 10.83% or 30% of potential 36.1% revenue growth, CCUR's annualized non-GAAP EPS would grow from $0.50 today to $1.30 moving forward and a P/E of 20 to 30 would value CCUR between $26 and $39 per share!

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