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LinkedIn Corporation Message Board

  • goodwe212 goodwe212 Apr 5, 2013 11:58 AM Flag

    Beginning to Breakout, Could Rally Big Next Week


    Concurrent (CCUR) very few know about the stock, their MediaHawk video-on-demand (VOD) technology provides VOD services for Time Warner Cable, Cox, Charter, and Bright House in the U.S. and they just signed deal to power Virgin Media (VMED)'s new Virgin TV Anywhere service. CCUR's clients are beginning to invest big into upgrading their VOD technology for multi-screen video delivery and CCUR offers the best unified solution. CCUR's EPS last quarter was up 100% from previous quarter and 300% from two quarters ago.

    CCUR has industry's #1 VOD market share. On Monday, CCUR will unveil to the public and demo their breakthrough technology for inserting video ads into free on demand content while it's being streamed to subscribers so that cable TV operators can provide personalized video streams to all devices (TVs, tablets, smartphones) and begin monetizing free on demand content, which has 6.8 billion streams annually with 17% growth rate!

    CCUR has strong balance sheet big cash position of $24.6mm with no debt enterprise value at $7.39 per share of only $43.39mm. Despite CCUR having the larger VOD market share, the next two biggest VOD leaders Seachange (SEAC) and Cisco (CSCO) have much higher market caps and could easily acquire CCUR and instantly achieve a dominant leadership position in the VOD technology space. SEAC and CSCO are both trading with enterprise value/revenue ratios of 1.81 vs. CCUR's ratio of 0.69. For CCUR to match the valuation multiples of SEAC and CSCO, CCUR will need to double to $15, which it could after it receives major exposure for their new breakthrough VOD technology next week.

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191.12+0.25(+0.13%)Sep 30 4:01 PMEDT