Thu, Nov 27, 2014, 3:52 PM EST - U.S. Markets closed for Thanksgiving Day


% | $
Quotes you view appear here for quick access.

Taiwan Semiconductor Manufacturing Company Limited Message Board

  • jtdmnf533 jtdmnf533 Apr 18, 2013 9:33 AM Flag

    Next Stock to Explode like TSM

    The next stock to explode like TSM could be Concurrent (CCUR), a company well positioned to lead the 2013 multi-screen video infrastructure spending boom in the pay-TV industry. It could soar from $6.75 to double digits very quickly. Ericsson (ERIC) just announced they are paying Microsoft (MSFT) almost $200mm to acquire their Mediaroom multi-screen video software business in order to increase their multi-screen reach by 11mm pay-TV households to 16mm pay-TV households. CCUR's MediaHawk multi-screen software is superior to Mediaroom and CCUR has signed multi-screen video delivery deals with the #1 pay-TV companies in Germany, the UK, and Japan. These major multi-screen clients will give CCUR a multi-screen reach of 14.8 million pay-TV subscribers, larger than Mediaroom's reach, which ERIC is paying MSFT almost $200mm for!

    CCUR has just 8.72mm shares outstanding with $24.6mm in cash and no debt. CCUR has a very low business valuation of only $34.26mm, which is just 0.52X its annualized revenues of $66.4mm and only 3X its operating cash flow over the last nine months annualized! CCUR's video business, which has also captured the largest video-on-demand (VOD) market share with a reach of over 50 million households, is currently receiving no value!

    CCUR spent $15mm to acquire their Media Data Intelligence business, which tracks the television viewing behavior of 35 million pay-TV subscribers. CCUR also owns a "real-time" ultra high performance computer technology business with annualized revenues of $27.6mm. It has 4 of the world's 5 largest defense contractors as clients and is probably worth more than $25mm.

    CCUR's very profitable multi-screen/VOD video business with annualized revenues of $33.8 million is currently being valued at less than zero! The VOD space is still growing very rapidly while the multi-screen video space is about to boom in 2013!

23.18+0.27(+1.18%)Nov 26 4:00 PMEST

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.