Tue, Oct 21, 2014, 4:40 PM EDT - U.S. Markets closed

Recent

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

Bank of America Corporation Message Board

  • jtdmnf533 jtdmnf533 Apr 17, 2013 8:23 AM Flag

    Biggest Breakout Play for Today and Rest of Week!

    Concurrent (CCUR) has potential to triple in the short-term. Ericsson (ERIC) just announced they are paying Microsoft (MSFT) almost $200mm to acquire their Mediaroom multi-screen video software in order to increase their multi-screen video reach by 11mm pay-TV households to 16mm for a 25% multi-screen market share. CCUR's MediaHawk multi-screen video delivery platform is superior to Mediaroom and CCUR multi-screen deals already signed with the #1 largest cable TV companies in Germany, Japan, and the UK. CCUR's huge multi-screen clients have a total of 14.8 million subscribers, which will make CCUR #2 in this space behind ERIC.

    CCUR only has 8.72mm o/s and is trading for only $6.94 with a market cap of $60.52 million. CCUR has $24.6 million in cash, giving CCUR an enterprise value of only $35.92 million, which is only 0.54X its annualized revenue of $66.4 million and only 4X its cash flow from operations over the last 3 quarters alone! CCUR's video business, which also has the #1 largest video-on-demand (VOD) market share with a global reach of 50mm households, is currently receiving zero value!

    CCUR spent $15 million to acquire their Media Data Intelligence (MDI) business, which tracks the viewing behavior of 35mm pay-TV subscribers for a 35% market share in its space. CCUR also owns a "real-time" high performance computer processor business that powers many simulator devices in the defense and aerospace industry. It has annualized revenue of $27.6 million with 4 of the top 5 defense contractors as clients. The value of these two businesses alone, most likely well exceed CCUR's current enterprise value!

    CCUR's multi-screen video delivery business with $33.8 million in annualized revenue is currently receiving no value, when it could potentially be worth anywhere from $50-$200 million based on what ERIC paid for Mediaroom! CCUR could soon gain 100% to 200% from current share price.

 
BAC
16.60+0.34(+2.09%)4:00 PMEDT

Trending Tickers

i
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.