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Taiwan Semiconductor Manufacturing Company Limited Message Board

  • jtdmnf533 jtdmnf533 Apr 18, 2013 9:33 AM Flag

    Next Stock to Explode like TSM

    The next stock to explode like TSM could be Concurrent (CCUR), a company well 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 just 8.72mm shares outstanding with $24.6mm in cash and no debt. CCUR has a very low business valuation 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 television 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 very profitable multi-screen/VOD video business with annualized revenues of $33.8 million is currently being valued at less than zero! The VOD space is still growing very rapidly while the multi-screen video space is about to boom in 2013!

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