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  • jtdmnf533 jtdmnf533 May 20, 2013 1:05 PM Flag

    Low Priced Stock - Turning Media Intelligence Data into Big Time Cash!

    Concurrent (CCUR) owns a Media Data Intelligence (MDI) business that tracks TV viewing behavior of 35mm pay-TV subscribers whether it be linear, on demand, time shifted, network DVR, or multi-screen TV delivery to mobile devices. CCUR's provides real time data at a census level for all devices: traditional TVs, smart TVs, tablets, smartphones, PCs/laptops, and video game consoles. CCUR acquired their MDI business a few years ago for $15mm, and today it is worth a minimum of $15mm.

    CCUR is only $7 per share with an enterprise value of $38.9mm. Besides CCUR's MDI business with the largest market share in the pay-TV industry, CCUR owns a real-time business that has become the global leader at powering simulator devices developed by NASA, the U.S. Navy, defense contractors, auto makers, aerospace companies, etc. CCUR's real-time business has been around since 1967 and today has about $25mm in revenue. It is easily worth a minimum of 1X sales or $25 million.

    CCUR's MDI and real-time businesses combined are worth $40mm, which is more than CCUR's enterprise value at $7 of $38.9mm. CCUR's main business, their video solutions business, is receiving no value at all here! The whole entire global pay-TV industry is shifting rapidly towards on demand, with Americans spending 40% more time watching VOD content in 2012 vs. 2011. CCUR's MediaHawk has the largest market share of the VOD industry with a reach of 50mm pay-TV households worldwide. CCUR's largest VOD client Time Warner Cable (TWC) just deployed CCUR's new multi-screen CDN technology, which is allowing them to double their VOD content catalog while expanding delivery to iOS and Android devices.

    CCUR's video business has over $33mm in revenue and is receiving no value at all at $7 per share. It probably deserves a valuation of 2X revenue or $66mm, which means CCUR deserves a total enterprise value of $106mm for a share price of $14.66. CCUR could double within 2-3 weeks and has almost no downside risk here at $7!

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