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LinkedIn Corporation Message Board

  • bbajf591 bbajf591 Apr 17, 2013 11:55 AM Flag

    Huge Gainer in Upcoming Weeks

    Ericsson (ERIC) just announced 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 only has 8.72mm shares outstanding and is currently $6.94 with a market cap of $60.52mm. CCUR has $24.6mm in cash and no debt. This gives CCUR an enterprise value of only $35.92mm, which is only 0.54X its annualized revenue of $66.4mm and only 4X its cash flow from operations over the last 3 quarters alone! CCUR's video business, which has also captured the #1 largest video-on-demand (VOD) market share with a reach of 50 million households, is currently receiving no value whatsoever!

    CCUR spent $15mm to acquire their Media Data Intelligence (MDI) business, Everstream, which tracks the viewing behavior 35mm cable TV subscribers and holds a 35% share of the markets it serves. CCUR also has a "real-time" ultra high performance computer processor technology business with annualized revenue of $27.6mm and 4 of the world's top 5 defense manufacturers as clients. This business has been around since 1967 and 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! CCUR pays a huge 3.9% dividend. CCUR could become a major takeover target with all of the consolidation that is taking place in the multi-screen video delivery space!

 
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