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Apple Inc. Message Board

  • goodwe212 goodwe212 Apr 22, 2013 7:28 AM Flag

    Undiscovered Tablet/Smartphone Play


    Research CCUR before it explodes, it is an undiscovered tablet/smartphone play. It is currently only $6.66 per share with 8.72mm shares outstanding and a market cap of $58mm. It has $24.6mm in cash and no debt. Enterprise value is only $33.5mm or just 0.53X its trailing revenues of $63mm. Their 2Q 2013 EPS was up 100% from 1Q 2013 and their 1Q 2013 EPS was up 100% from 4Q 2012. Their 3Q 2013 EPS is due out very soon! If you watch video on demand using your cable TV service provider and subscribe to Time Warner Cable, Cox, Bright House, or Charter, CCUR provides your VOD services and they just signed an additional unnamed top 5 North American pay-TV service operator! CCUR also last month signed a multi-screen video delivery deal for mobile devices with Virgin Media!

    CCUR reports 3Q results on April 30th and CCUR is expected to increase its EPS by $0.05 year-over-year, increasing its trailing non-GAAP EPS from $0.35 to $0.40. CCUR's rival SEAC is expected to report non-GAAP EPS this quarter of $0.02 vs. $0.06 last year, which will decrease SEAC's trailing non-GAAP EPS from $0.48 to $0.44. SEAC is $10.88 or 25X its non-GAAP EPS and this same multiple would make CCUR a $10 stock up 50% from its current price of $6.66. CCUR at $10 will only have a business valuation of 1X sales vs. SEAC's business valuation at $10.88 of 1.54X sales.

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98.66-0.77(-0.77%)Jul 22 4:00 PMEDT