Fri, Feb 27, 2015, 6:49 PM EST - U.S. Markets closed


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

Best Buy Co., Inc. Message Board

  • frankf4u489 frankf4u489 Apr 16, 2013 12:13 PM Flag

    Market's Next Hot Play

    Concurrent (CCUR) currently $6.16 with 8.72mm o/s a market cap of $53.72mm with $24.6mm in cash no debt and enterprise value of $29.12mm. CCUR's MediaHawk platform can delivery any video format, to any device type, over any type of network. CCUR has multi-screen contracts to power the multi-screen services for the largest cable TV companies in Japan, Germany, and the UK. These three companies alone will give CCUR a total pay-TV subscriber reach of 14.8 million households.

    Ericsson (ERIC) just announced they are spending nearly $200mm to acquire from Microsoft (MSFT)'s their Mediaroom multi-screen software, which has a reach of 11mm households and will expand ERIC's reach to 16mm pay-TV subscriber households. ERIC is spending nearly $200mm to increase their multi-screen reach by 11mm households, and CCUR's video business that will soon have a multi-screen reach of 14.8mm pay-TV subscriber households is receiving no value at all!

    CCUR paid $15mm for their media data intelligence business, which tracks the viewing behavior of pay-TV subscribers across TVs, laptops, tablets, and smartphones in real-time, and currently tracks a total of 35mm subscribers. Subtract $15mm from CCUR's enterprise value of $29.12mm and this leaves only $14.12mm in valuation left for CCUR's two main businesses. CCUR's real-time business has 4 of the world's 5 largest defense contractors as clients and has $27.6mm in annualized revenues. CCUR's real-time business alone is worth much more than $14.12mm!

    CCUR's video business has $33.8mm in annualized revenues and is extremely profitable! A video business valuation of $100mm would make CCUR a $18.88 per share stock, triple where it is today!

38.10+0.55(+1.46%)Feb 27 4:05 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.