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Emmis Communications Corp. Message Board

  • wozof477 wozof477 Jun 28, 2013 1:54 PM Flag

    Undiscovered Big Data Play, Set to Soar!


    The biggest buzz this summer is about Big Data with investors going crazy searching for Big Data stock plays. May 17th was the IPO of Tableau Software (DATA). It raised $254.2mm at $31 and finished its first day of trading up 63.7% to $50.75, and is now $56.41 up 82% from its IPO. DATA has a market cap of $3.24 billion with sales of only $143mm!

    The VC firm that funded Facebook, Accel Partners, announced last week they are spending $100mm to form Big Data Fund 2. Google Trends shows interest in Big Data Analytics increasing every month of 2013, with buzz up 66.7% since the end of December. In the 19 months since Accel formed their first $100mm Big Data Fund, interest in Big Data Analytics has increased 567%!

    Many private Big Data firms are expected to file for IPOs this summer with hopes of reaching billion dollar valuations and double-digit price/sales ratios! We are about to experience a modern day Gold Rush as Big Data revolutionizes a wide range of industries - including the $100 billion cable TV industry! A new article "How Big Data Keeps Cable TV Watchers Hooked" discusses pay-TV operators using Big Data to launch ad campaigns that follow users from TV to the web, while stopping users from migrating to Netflix!

    The #1 Big Data Analytics firm serving pay-TV operators is already public, yet is completely undiscovered: Concurrent Computer (CCUR). It could rapidly double as Big Data investors begin to discover it! CCUR is currently $7.57 with an enterprise value of only $43.9mm or 0.69X its sales of $63.23mm vs. DATA trading with a price/sales ratio of 22.66! CCUR only needs an enterprise value/sales ratio of 2 for it to more than double to $17 per share!

    CCUR's revenues, gross profits, operating income, and EPS - have each risen quarter-after-quarter for 12 months straight! CCUR's 3Q EPS was up 175% YOY and its 4Q results could be very strong due to the recent signing of a HUGE deal with Virgin Media!

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3.7066+0.0066(+0.18%)Oct 25 12:07 PMEDT