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Innovative Solutions & Support Inc. Message Board

  • jtdmnf533 jtdmnf533 Apr 5, 2013 1:32 PM Flag

    Could Easily Double Short-Term

    Concurrent (CCUR) could potentially double like ISSC in the very near-future. CCUR has cable TV industry's #1 video-on-demand (VOD) market share. CCUR's MediaHawk VOD technology provides VOD services for Time Warner Cable, Cox, Charter, and Bright House in the U.S. and they just signed deal to power Virgin Media (VMED)'s new Virgin TV Anywhere service. VMED is the largest UK cable TV company with 3.8mm subscribers and could add greatly to CCUR's revenues and profits in the upcoming quarters!

    CCUR's clients are beginning to invest big into upgrading their VOD technology for multi-screen video delivery and CCUR offers the best unified solution. CCUR's EPS last quarter was up 100% from previous quarter and 300% from two quarters ago. On Monday, CCUR will unveil to the public their one-of-a-kind breakthrough technology for inserting video ads into free on demand content while it's being streamed to subscribers so that cable TV operators can provide personalized video streams to all devices (TVs, tablets, smartphones) and begin monetizing free on demand content, which has 6.8 billion streams annually with 17% growth rate! CCUR is scheduling demos of it for Monday through Thursday, which could result in massive exposure/media attention next week!

    CCUR has strong balance sheet big cash position of $24.6mm with no debt and an insanely low enterprise value at $7.39 per share of only $43.39mm. CCUR has been around for many decades and pays a big dividend. Their two biggest VOD competitors Seachange (SEAC) and Cisco (CSCO) have enough cash to easily acquire CCUR, which would make either one of them the new dominant industry leader. SEAC and CSCO are both trading with enterprise value/revenue ratios of 1.81 vs. CCUR's ratio of 0.69. For CCUR to match the valuation multiples of SEAC and CSCO, CCUR will need to double to $15, which it easily could in short-term!

 
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6.80+0.10(+1.49%)Jul 25 3:59 PMEDT

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