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TIBCO Software, Inc. Message Board

  • asj48493 asj48493 Mar 22, 2013 2:40 PM Flag

    UK's Biggest Cable TV Co. Virgin Launching Tablet/Smartphone TV Service w/ Low Floater

    Concurrent (CCUR) an undiscovered gem with only 9.2mm o/s and enterprise value of $46.79mm or just 0.75 its revenues. Nobody knows about the stock, but 50mm cable TV subscribers globally are currently receiving video on demand (VOD) services using from CCUR's technology. CCUR's clients include 6 of the 8 largest cable TV companies in the U.S. CCUR is responsible for Time Warner Cable (TWC)'s extremely popular "start over" and "look back" services, which both TWC and CCUR won an Emmy Award for! CCUR's business will boom this year from their cable TV clients beginning to invest billions into upgrading their infrastructure to support multi-screen video delivery over IP connected devices. Virgin Media (VMED) announced this week that they are about to deploy CCUR's MediaHawk platform to power Virgin TV Anywhere, a new service for their 3.8mm UK cable TV subscribers - allowing them to watch on demand content from any location using their tablets and smartphones. CCUR is about to revolutionize the cable TV industry with new cloud based network DVR technology that will eliminate the need for cable TV companies to ship physical DVR boxes to their subscribers and save them a ton of money! CCUR was recently awarded a U.S. patent for their network DVR technology and another one for VOD ad insertion! Dozens of cable TV companies plan to begin inserting ads into free on demand content this year and they need CCUR's technology to do so. This will create $1 billion in new ad revenues for the cable TV industry. CCUR's main rival Seachange (SEAC) lost money over the past year and has lower margins than CCUR, yet SEAC is trading with an enterprise value/revenue ratio of 1.90. For CCUR to reach this same multiple it will need to rise to $15.50 per share, double its current price. CCUR will likely do so within the next 2-3 weeks. Look at its chart! CCUR unlike SEAC even pays a large dividend yield of 3.2%!