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Best Buy Co., Inc. Message Board

  • bbajf591 bbajf591 Apr 18, 2013 8:50 AM Flag

    Big Gains Ahead

    Big gains are ahead for Concurrent (CCUR), the company that will take biggest advantage of this year's huge multi-screen video spending boom in the pay-TV industry! CCUR looks ready to explode big time in the upcoming weeks, with only 8.72mm shares outstanding and a share price of $6.75. CCUR has a huge cash position $24.6mm and no debt. CCUR's current enterprise value is only $34.26mm! This is only 0.52X its annualized revenue of $66.4mm. CCUR's video business has captured the #1 largest video-on-demand (VOD) market share! It has a VOD reach of 50 million households worldwide, but is receiving no value!

    Ericsson (ERIC) announced last week that they are spending just under $200mm to acquire from Microsoft (MSFT) their Mediaroom multi-screen video delivery software business in order to increase their multi-screen reach by 11 million pay-TV households to 16 million households for a 25% multi-screen market share. CCUR's MediaHawk multi-screen software is superior to Mediaroom and CCUR has already signed multi-screen contracts with the #1 largest cable TV companies in Germany, the UK, and Japan. These CCUR multi-screen clients have a total of 14.8 million subscribers, which will make CCUR #2 in this booming market behind only ERIC.

    CCUR spent $15mm to acquire their Media Data Intelligence business, which tracks the viewing behavior of 35mm pay-TV subscribers across all screens. CCUR also owns a "real-time" ultra high performance computer business with annualized revenue of $27.6mm. It powers simulation devices for 4 of the world's top 5 defense contractors and is probably worth well over $25mm.

    CCUR's multi-screen/VOD video business with $33.8mm in annualized revenue is not receiving any value at CCUR's current share price! With major industry consolidation taking place, CCUR looks ready to soar to double digits! CCUR's EPS has been rapidly ramping up big time in recent quarters!

 
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