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  • bbajf591 bbajf591 Apr 18, 2013 8:52 AM Flag

    Ready to Explode

    The hottest low float technology stock that's next to explode will be Concurrent (CCUR), a company that is positioned to lead the 2013 multi-screen video infrastructure spending boom in the pay-TV industry. It could soar from $6.75 to double digits very quickly. Ericsson (ERIC) just announced they are paying Microsoft (MSFT) almost $200mm to acquire their Mediaroom multi-screen video software business in order to increase their multi-screen reach by 11mm pay-TV households to 16mm pay-TV households. CCUR's MediaHawk multi-screen software is superior to Mediaroom and CCUR has signed multi-screen video delivery deals with the #1 pay-TV companies in Germany, the UK, and Japan. These major multi-screen clients will give CCUR a multi-screen reach of 14.8 million pay-TV subscribers, larger than Mediaroom's reach, which ERIC is paying MSFT almost $200mm for!

    CCUR has 8.72mm shares outstanding with $24.6mm in cash and zero debt. CCUR has a very low enterprise value of only $34.26mm, which is just 0.52X its annualized revenues of $66.4mm and only 3X its operating cash flow over the last nine months annualized! CCUR's video business, which has also captured the largest video-on-demand (VOD) market share with a reach of over 50 million households, is currently receiving no value!

    CCUR spent $15mm to acquire their Media Data Intelligence business, which tracks the viewing behavior of 35 million pay-TV subscribers. CCUR also owns a "real-time" ultra high performance computer technology business with annualized revenues of $27.6mm. It has 4 of the world's 5 largest defense contractors as clients and is probably worth more than $25mm.

    CCUR's extremely profitable multi-screen/VOD video business with current annualized revenues of $33.8mm is currently being valued at less than zero when the VOD space is growing very rapidly and the multi-screen space is about to boom in 2013! CCUR's EPS has been exploding on a quarter-to-quarter basis!

 
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