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Apple Inc. Message Board

  • jtdmnf533 jtdmnf533 Jul 14, 2013 8:15 PM Flag

    Hottest Stock for Remainder of Summer

    Major consolidation is taking place in the pay-TV industry and rumors are now circulating that the #2 U.S. cable TV operator Time Warner Cable (TWC) may acquire the #5 operator Cablevision, in order to catch up to #1 Comcast's subscriber base. Cable TV operators are now competing with telco TV operators like Verizon and OTT video plays like Netflix. Cable TV operators are beginning to invest heavily into offering their subscribers new innovative technologies in order to stay ahead.

    There is a low market cap, undiscovered and extremely undervalued stock that pioneered video on demand (VOD) with TWC in 2000 and is now pioneering the next technology to revolutionize cable TV, Network DVR (nDVR). The company is Concurrent (CCUR) and it looks ready to explode to new 52-week highs this week. CCUR was the first company to bring VOD to the market in 2000 when they deployed it for TWC and today, VOD is the fastest growing alternative TV viewing platform in the world - with CCUR's VOD delivery technology reaching 50 million households for a 30% market share. 1/2 of all U.S. TV households now have a DVR, but CCUR is about to make today's DVR technology obsolete with new cloud-based nDVRs.

    CCUR already deployed a form of its nDVR technology for TWC, which is powering TWC's extremely popular start-over/look-back services. Soon CCUR will begin deploying fully featured nDVR services for its pay-TV clients. CCUR's nDVR technology will allow anybody to record infinite television programs over the cloud, without a DVR box - and be played back on any device - including smartphones and tablets.

    CCUR closed last week at only $7.88 with a market cap of $68.98 million, cash of $22.37 million, and an enterprise value of $46.61 million or just 0.74X revenues and 6.54X operating cash flow. CCUR's main rival SEAC is about to hit a new 52-week high and is trading for 1.78X revenues and 15.92X operating cash flow. SEAC's valuation ratios would value CCUR between $15.41 and $15.52!

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