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Despite the hudreds of emails per subscriber, this looks quite disappointing, from the NIA perspective..
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+--- Thread: CCUR, by NIA, Lebed (/showthread.php?tid=3866)
RE: CCUR, by NIA, Lebed - admin - 06-14-2013
Jun 13 in the morning, new email from the NIA. CCUR is going to dip in the morning but rally in the afternoon, a rather exact prediction that seems curious to us..
Today is Concurrent (CCUR)'s ex-dividend date for its $0.12 per share quarterly cash dividend, which means shareholders at yesterday's close will receive either a check in the mail or a direct deposit into their brokerage account for $0.12 cash per share on June 28th. Beginning today, any CCURshares purchased in the open market won't be entitled to this dividend but will receive the next $0.12 per share cash dividend to be paid in September (if held until then).
The market makers will naturally open CCUR for trading today by $0.12 per share below yesterday's close - to account for $0.12 per share of the company's cash from its balance sheet being paid out to shareholders. CCURclosed yesterday at $7.98 per share and will likely open today around $7.86. Furthermore, NIA suspects that there are probably a few smaller individual investors who purchased CCUR after the dividend news - with plans to sell their shares on the ex-dividend date, as soon as their June dividend payment was officially locked in.
Therefore, not only will CCUR naturally open today down $0.12 per share from yesterday's close of $7.98, but there will likely be a few smaller inexperienced investors who cash out this morning - at what will probably be the lowest pricesCCUR will ever trade at for the rest of the time it is a stand alone publicly traded company. NIA believes there is a good chance of it dipping this morning to the $7.70 to $7.75 range. The lowest we see it dipping is to about $7.51.
There are tons of investors on the sidelines including large institutional investors who NIA believes are looking to accumulate large CCUR positions and will be taking big advantage of any dip this morning. NIA anticipates that after this morning's dip, we could see an absolutely HUGE rally this afternoon. In NIA's opinion, somebody probably sold short around 50,000 shares at $8 yesterday in anticipation of a dip this morning due to it being the ex-dividend date. This afternoon, anybody who shorted a small amount of shares either yesterday or earlier this week - will likely cover their full short position. No investor wants to be short CCUR going into this weekend.
CCUR's chart looks incredible and after a small dip and rapid recovery takes place today, CCUR will be ready to explode to new highs in the following days. News about CCUR's 100% dividend increase will continue to spread this weekend and NIA believes it will probably be impossible to buy a single share below $8 next week. Also this weekend, word will rapidly spread aboutComcast (CMSCA)'s new cloud based set top box that will support their HUGE new network DVR service being launched later this year.
Countless investors will search like crazy this weekend for network DVR technology stock plays to invest in next week. CCUR just had HUGE news on Monday of last week that has gone largely unnoticed so far about their new Intelligent Video Archival Software for Network DVR applications. This major new CCUR breakthrough employs business rules to cost optimize content placement in multi-tier storage complexes.
Pay-TV operators absolutely must support large capacity video storage libraries if they are going to deploy Network DVR services. CCUR said in their press release, "The product is currently in field trials with a major customer." Read for yourself here: http://ccur.com/home/about/
With Comcast announcing their Network DVR plans this week, CCUR's clients like Time Warner Cable (TWC), Cox, and Bright House will likely announce similar plans to launch their own Network DVR services very soon - and odds are they will select CCUR for their deployments - being that CCURis by far the most experienced pay-TV technology vendor with Network DVR capabilities. CCUR's extremely successful and popular Start Over and Look Back services deployed for TWC and Bright House are basically a smaller scale version of a full Network DVR deployment!
NIA is sure investors searching for Network DVR plays will discover CCURthis weekend, setting it up to breakout big next week on HUGE volume, which could add it onto the NASDAQ's top percentage gainers list on Mondayand/or Tuesday, causing many additional new investors to begin finding out about CCUR early next week - creating a "perfect storm" of investor interest!
NIA is not an investment advisor and is not making any target prices or financial projections. Never invest based on anything NIA says. Always do your own research and make your own investment decisions. NIA never recommends to buy or sell any stock.
Disclaimer: NIA currently owns 250,093 shares of CCUR. NIA intends to sell its CCUR shares in the future and can do so anytime. NIA reserves the right to add to its CCUR position at any time.
NIA is not an investment advisor. This email is not a solicitation or recommendation to buy, sell, or hold securities. Never make investment decisions based on anything NIA says. This email is meant for informational and educational purposes only and does not provide investment advice.
Additional legal disclaimer information: http://inflation.us/
RE: CCUR, by NIA, Lebed - admin - 06-18-2013
That $8 is a pretty stiff resistance, despite all those emails from NIA and Lebed, it's still hasn't broken this. Here's another email from today (Jun 17) from NIA:
Concurrent (CCUR)'s current dividend yield here at $7.96 of 6.03% is the highest dividend yield out of all NASDAQ technology stocks that are profitable and debt free!
There are only 9 NASDAQ technology stocks with higher dividend yields than CCURand they all have very poor fundamentals. CCUR has extremely strong fundamentals with a huge cash position, no debt, rapidly improving margins and rapidly growing operating and net profits:
Vodaphone (VOD): Pays 7.3% dividend yield but has debt of $66.54 billion, more than triple its cash of $20.07 billion. VOD's current liabilities well exceed current assets, with a very poor current ratio of 0.75. VOD's annual dividend expenditures well exceed its free cash flow. Revenues last quarter were down 9% with net income down 91%.
Consolidated Communications (CNSL): Pays 8.9% dividend yield but has huge debt of $1.22 billion vs. a tiny cash position of $8.62 million. CNSL's current liabilities well exceed current assets, with a very poor current ratio of 0.72. CNSL's annual dividend expenditures well exceed its free cash flow.
Communications Systems Inc. (JCS): Pays 6.2% dividend yield but has negative operating cash flow of about $4 million and negative free cash flow of about $7 million. Its 2012 revenues were down 27.5% from 2011, with net income down 77%.
Windstream Corp (WIN): Pays 12% dividend yield but has huge debt of $9.11 billion vs. a relatively small cash position of $54.4 million. WIN's current liabilities well exceed current assets, with a very poor current ratio of 0.53.
Intersil Corporation (ISIL): Pays 6.3% dividend yield but has a large trailing twelve month net loss of ($31.81 million), which equals negative trailing EPS of ($0.25) per share. Revenues last quarter were down 15.6% year-over-year.
NTELOS Holdings Corp. (NTLS): Pays 10.5% dividend yield but has debt of $493.45 million, more than 5X its cash of $99.46 million. NTLS's annual dividend expenditures well exceed its free cash flow. Insiders only own 1% of the company.
Frontier Communications (FTR): Pays 9.5% dividend yield but has debt of $8.43 billion, nearly 10X its cash of $875.91 million. Revenues last quarter were down 4.9% year-over-year.
Cimatron Ltd. (CIMT): Pays 20.4% dividend yield but just greatly diluted shareholders by selling $13.6 million worth of shares in a stock offering. CIMT can only afford its $11.69 million annual dividend expenditure by diluting shareholders. It has less than $1 million in free cash low.
Rimage Corporation (RIMG): Pays 8.5% dividend yield but has negative operating cash flow of ($2.23 million), negative EBITDA of ($8.32 million), and a trailing net loss of ($50.61 million).
CCUR is by far the strongest high dividend technology stock on the NASDAQ and is about to soar to new highs!
NIA is not an investment advisor and is not making any target prices or financial projections. Never invest based on anything NIA says. Always do your own research and make your own investment decisions. NIA never recommends to buy or sell any stock.
Disclaimer: NIA currently owns 250,093 shares of CCUR. NIA intends to sell its CCURshares in the future and can do so anytime. NIA reserves the right to add to its CCURposition at any time.
NIA is not an investment advisor. This email is not a solicitation or recommendation to buy, sell, or hold securities. Never make investment decisions based on anything NIA says. This email is meant for informational and educational purposes only and does not provide investment advice.
Additional legal disclaimer information: http://inflation.us/
RE: CCUR, by NIA, Lebed - admin - 06-18-2013
Here is Lebed after the market closed today (Jun 17 2013). You might want to read the disclaimer as well..
Concurrent (CCUR) is under major accumulation here at $8 and is about to explode to new highs! CCUR's fiscal 3Q GAAP EPS of $0.11 was up 175% from year-ago GAAP EPS of $0.04! CCUR just doubled its dividend to $0.48 and has a HUGE dividend yield here at $8 of 6%!
In fact, CCUR's dividend yield is the #1 HIGHEST out of all NASDAQ technology stocks that are profitable and debt free! CCUR has $22.37 million in cash, no debt, and an enterprise value at $8 of only $47.66 million or just 0.75X its trailing revenues of $63.23 million!
CCUR's main rival Seachange (SEAC) is up $0.24 today to $11.55 and now trades with an enterprise value/revenue ratio of 1.69, which would value CCUR at $14.76 per share! CCUR had gross margins last quarter of 59% vs. SEAC's gross margins of only 53.7%. CCUR has trailing twelve month operating margins of 4.44% with operating margins last quarter of 7.3%. SEAC has trailing twelve month operating margins of only 1% with negative operating margins last quarter!
CCUR has trailing free cash flow of $5.6 million and with 8.754 million shares outstanding, CCUR has free cash flow of $0.64 per share! This means CCUR at $8 has a free cash flow yield of 8% and is trading for only 12.5X free cash flow!
SEAC has trailing free cash flow of $13.58 million and with 32.75 million shares outstanding, SEAC has free cash flow of only $0.41 per share. This means SEAC at $11.55 has a free cash flow yield of only 3.5% and is trading for 28.17X free cash flow!
If CCUR was trading for 28.17X its free cash flow of $0.64 per share,CCUR would be $18.03 per share! I predict that CCUR will be trading higher than SEAC very soon!
Last week, Comcast (CMCSA) made nationwide headlines by unveiling plans to launch Network DVR technology this year to replace traditional DVR boxes by storing content in the cloud! CCUR has developed the industry's most advanced Network DVR technology and CCUR has even been awarded a patent for it!
Tonight, I will show you proof that CCUR's two largest U.S. clients Time Warner Cable (TWC) and Cox... who together accounted for 25% ofCCUR's revenues so far this year... are both very interested in launching Network DVR services themselves soon! I have very good reason to believe they will hire CCUR for Network DVR!
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I am affiliated with a firm that owns 250,093 shares of CCUR that they intend to sell in the open market and can sell at any time. This firm reserves the right to add to its CCUR position at any time. Never invest into a stock we discuss unless you can afford to lose your entire investment. For our full disclaimer go to: http://lebed.biz/disclaimer.
Jonathan Lebed
Lebed.biz
Staff
RE: CCUR, by NIA, Lebed - admin - 06-19-2013
Here is Lebed, this morning (Jun 18) $8 still not decisively breached, but getting there
Comcast last week unveiled the X2, the latest version of its cloud-connected X1 entertainment platform. X2 uses the new XI3 Network DVR, which uses cloud storage for your recorded shows, and doesn't even have a hard drive for local storage. The box itself is three times smaller and uses 50 percent less energy as a result, and you can now access your recorded shows from a variety of devices, including smartphones and tablets:http://www.theverge.com/2013/
Concurrent (CCUR) was the first company to ever deploy a Network DVR service when it deployed "Start Over" and "Look Back" for Time Warner Cable and Bright House, making CCUR the most experienced vendor in the cable TV industry at Network DVR technology. Here is a PDF aboutCCUR's Network DVR technology that was used to launch "Start Over" and "Look Back" for two of the largest U.S. cable TV operators:http://www.ccur.co.jp/new_pdf/
Check out this must read article entitled 'Will Concurrent Wield Its New nDVR Weapon?' about how CCUR has gained the legal high ground when it comes to Network DVR applications and services after scoring a key patent that manages how effectively and efficiently video is ingested into the system and prepared for playback: http://www.lightreading.com/
If Time Warner Cable or Bright House decide to launch fully featured Network DVR services, there is a good chance they will go through CCURbeing that they were very pleased by how quickly CCUR deployed their "Start Over" and "Look Back" services, which both TWC and CCUR won an Emmy Award for!
Read the following article entitled 'Time Warner Cable Eyeing Network DVR Case': http://www.lightreading.com/
CCUR's two largest clients are TWC and Cox, America's two largest cable TV operators after Comcast. Together they generate about 1/4 of CCUR's revenues. Check out this article: http://www.iptv-news.com/2012/
Because Cox has been such a major loyal client of CCUR for over a decade, if they decided to roll out Network DVR - there is a good chance they will go through CCUR too!
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I am affiliated with a firm that owns 250,093 shares of CCUR that they intend to sell in the open market and can sell at any time. This firm reserves the right to add to its CCUR position at any time. Never invest into a stock we discuss unless you can afford to lose your entire investment. For our full disclaimer go to: http://lebed.biz/disclaimer.
Jonathan Lebed
Lebed.biz
Staff
RE: CCUR, by NIA, Lebed - admin - 06-20-2013
NIA arguing this morning (Jun 19) revenues in europe are to explode, but we're still not through the $8 resistance:
Concurrent (CCUR) last year signed a deal to provide its 6th generation video delivery platform MediaHawk VX to Vectra, Poland's 2nd largest cable TV operator!
Major news was just released about Vectra this morning that is extremely bullish forCCUR! Based on this news, it looks like CCUR's European demand for MediaHawk VX will be extremely strong in the upcoming months - with Vectra likely to place major new orders and CCUR to begin generating HUGE revenues from its recently signed multi-screen/CDN deal with Virgin Media!
Vectra plans to boost online offering, launch VOD
Polish cable operator Vectra plans to increase the number of live channels it offers on its online TV service and will launch VOD this autumn, according to CEO Tomasz Zuranski.
Speaking at Arris-Motorola’s Video Leadership Forum event in Berlin, Zuranski said that currently Vectra offers 25 live TV channels online, the HBO Go OTT offering, music on-demand, as well as 44 HD TV channels.
However, he said that the operator planned to up this, in response to visitor growth to its online TV offering.
“This autumn we will launch VOD, we will also launch OTT services via set-top boxes and we will increase the number of live channels on our TV online service. We will also increase our HD channels [offering] up to 50,” said Zuranski.
The firm recently launched a new HD set-top box provided by Arris. The Motorola HMC3021 box is capable of supporting advanced services such as video-on-demand, and is being used to transition analogue subscribers to digital, paving the way for multiscreen and IP-based services.
Speaking at Arris-Motorola’s Video Leadership Forum event in Berlin, Zuranski said that currently Vectra offers 25 live TV channels online, the HBO Go OTT offering, music on-demand, as well as 44 HD TV channels.
However, he said that the operator planned to up this, in response to visitor growth to its online TV offering.
“This autumn we will launch VOD, we will also launch OTT services via set-top boxes and we will increase the number of live channels on our TV online service. We will also increase our HD channels [offering] up to 50,” said Zuranski.
The firm recently launched a new HD set-top box provided by Arris. The Motorola HMC3021 box is capable of supporting advanced services such as video-on-demand, and is being used to transition analogue subscribers to digital, paving the way for multiscreen and IP-based services.
NIA is not an investment advisor and is not making any target prices or financial projections. Never invest based on anything NIA says. Always do your own research and make your own investment decisions. NIA never recommends to buy or sell any stock.
Disclaimer: NIA currently owns 250,093 shares of CCUR. NIA intends to sell its CCURshares in the future and can do so anytime. NIA reserves the right to add to its CCURposition at any time.
NIA is not an investment advisor. This email is not a solicitation or recommendation to buy, sell, or hold securities. Never make investment decisions based on anything NIA says. This email is meant for informational and educational purposes only and does not provide investment advice.
Additional legal disclaimer information: http://inflation.us/
RE: CCUR, by NIA, Lebed - admin - 06-24-2013
You can actually see the start of the promo campaign below (from StockBaller):
Less than an hour before the market close on Friday 1st February 2013, the notorious National Inflation Association (NIA) newsletter announced its latest stock suggestion Concurrent Computer Corporation (CCUR). On that day, CCUR (which previously had low volume, averaging just a few thousand shares traded each day) traded an impressive 1,059,613 shares, as a result of NIA sending out emails announcing CCUR as its latest pick. A chart of CCUR on Friday shows very clearly the buying power NIA can bring in as soon as it launches a new stock pick:
That was Feb 1 this year, the stock hasn't actually done all that much since, although it had a fairly good run before February this year:
RE: CCUR, by NIA, Lebed - admin - 06-25-2013
Well, this went down with the rest of the market today (Monday Jun 24), just bigger (6%+), but NIA sees a bright side, not surprisingly..
It also turns out they're selling when you're not looking, or telling you quite something else at the time.
This past Thursday when the Dow Jones was down 350 points, NIA felt there was a chance that Concurrent (CCUR) would make a brief dip to fill in the gap from June 7th following CCUR's 100% dividend increase announcement - when CCUR opened up at $7.60 after reaching a high the previous day of only $7.22. Therefore, NIA sold 20,000 of its 250,093 shares this past Thursday, so that it would have cash to buy back shares in the event CCUR did fill in this gap.
NIA was right, CCUR filled in the gap today, which is extremely healthy for the stock. The only reason CCUR didn't rise higher than $8.10 last week and breakout towards double digits is the fact that it needed to fill in the gap. NIA has already purchased back 5,000 shares of CCUR today! Now that the gap has been filled in, CCUR should very quickly explode past $8.10 in the days ahead!
Cisco Systems (CSCO) entered the on demand video delivery space on August 22nd, 2006, when CSCO acquired VOD start-up Arroyo Video for $92 million in cash!
Concurrent (CCUR) at the time was trading for $15.60 per share with 7.225 million shares outstanding, a market cap of $112.58 million, $14.423 million in cash, $1.583 million in debt, and an enterprise value of $99.74 million. CCUR was trading with an enterprise value/revenue ratio of 1.39.
Seachange (SEAC) at the time was trading for $7.08 per share with 29.01 million shares outstanding, a market cap of $202.6 million, $29.37 million in cash, no debt, and an enterprise value of $173.29 million. SEAC was trading with an enterprise value/revenue ratio of 1.17.
CCUR in August of 2006 was trading with an enterprise value/revenue ratio of 1.39, and CCUR was losing money with a trailing GAAP EPS loss of ($1.70) per share and negative free cash flow (FCF) of ($7.99 million). Today, CCUR has pulled off an amazing turn around, and the company now has a trailing GAAP EPS profit of $0.25 per share and positive FCF of $5.6 million! Yet, CCUR is currently trading for only $7.20 per share, down 54% since August 22nd, 2006, and CCUR is currently trading with an insanely low enterprise value/revenue ratio of only 0.65!
SEAC in August of 2006 was trading with an enterprise value/revenue ratio of 1.17 and had a trailing GAAP EPS loss of ($0.29) per share and negative free cash flow (FCF) of ($30.17 million). SEAC has also pulled off a major turn around, and the company now has a trailing GAAP EPS profit of $0.01 per share and positive FCF of $13.6 million!SEAC closed last week at $11.57 per share, up 63% since August 22nd 2006, andSEAC is now trading with a much higher enterprise value/revenue ratio of 1.69!
CCUR's turnaround since August of 2006 has been much larger than SEAC's turnaround, yet CCUR's enterprise value/revenue ratio has declined from 1.39 down to 0.65, while SEAC's enterprise value/revenue ratio has increased from 1.17 up to 1.69!CCUR had a higher enterprise value/revenue ratio than SEAC in August of 2006 - andCCUR has much higher profit margins and EPS than SEAC today - yet amazinglySEAC is now trading with an enterprise value/revenue ratio that is 2 1/2X higher thanCCUR!
CSCO paid $92 million for Arroyo in 2006 when CCUR's enterprise value was $99.74 million. Most likely, if CSCO decided to acquire established CCUR in 2006 instead of start-up Arroyo, they would've ended up paying a 50% to 100% premium over CCUR's then enterprise value of $99.74 million.
CCUR as of August 2006 had shipped MediaHawk servers with a total capacity of 954,741 streams. Four years later in August of 2010, CCUR had shipped MediaHawk servers with a total capacity of 2.1 million streams. This means CCUR shipped 1.15 million streams over a four year period, which equals about 287,500 streams per year!
It was announced in August 2010 that CSCO over the previous four years had shipped servers with total capacity of 600,000 streams. This means CSCO during the same four year period only shipped 150,000 streams per year. During CSCO's first four years in the VOD space after acquiring Arroyo for $92 million in cash, CCUR shipped 92% more streams!
Shockingly, the whole entire enterprise value of CCUR here at $7.20 is only $40.66 million! That's 55% below the $92 million that CSCO paid to acquire VOD start-upArroyo, and CCUR shipped 92% more streams than CSCO! In NIA's opinion, CCURin the event of a buyout could potentially fetch an enterprise value that is 92% above $92 million, which would give CCUR an enterprise value of $176.64 million and valueCCUR at $22.73 per share!
NIA strongly believes the absolute minimum enterprise value CCUR should immediately be trading at is $92 million (matching CSCO's purchase price for Arroyo), which would value CCUR at $13.06 per share with an enterprise value/revenue ratio of 1.46. That would be only slightly higher than CCUR's enterprise value/revenue ratio in August 2006 of 1.39, when CCUR today has positive FCF of $5.6 million vs. negative FCF in August 2006 of ($7.99 million)!
CCUR's dividend yield here at $7.20 is an ENORMOUS 6.67%! We will most likely NEVER see a technology stock with HUGE short-term upside potential paying a dividend yield this BIG ever again!
NIA is not an investment advisor and is not making any target prices or financial projections. Never invest based on anything NIA says. Always do your own research and make your own investment decisions. NIA never recommends to buy or sell any stock.
Disclaimer: NIA currently owns 235,093 shares of CCUR. NIA intends to sell its CCURshares in the future and can do so anytime. NIA reserves the right to add to its CCURposition at any time.
This email is not a solicitation or recommendation to buy, sell, or hold securities. Never make investment decisions based on anything NIA says. This email is meant for informational and educational purposes only and does not provide investment advice.
Additional legal disclaimer information: http://inflation.us/
RE: CCUR, by NIA, Lebed - admin - 06-26-2013
CCUR now is the no.1 'big data analytics' play, according to this mornings email from..
By far the biggest buzz terms on Wall Street today are 'Big Data' and 'Big Data Analytics'. Hundreds of millions of dollars are being invested into start-up companies looking to take advantage of this year's 'Big Data Analytics' boom! Click here to see the current Google Trends rating for 'Big Data Analytics' or take a look at the chart below:
Interest in 'Big Data Analytics' has been skyrocketing like no other buzz term that NIA has ever seen before! It currently has a Google Trends rating of 100 vs. 42 in July of 2012 and 5 in July of 2011. Current interest in 'Big Data Analytics' is at a new all time high after increasing 20-fold during the most recent 24 months! During just the past 9 months, buzz about 'Big Data Analytics' has doubled!
What is 'Big Data' and why the "Big Fuss" about it? 'Big Data' is data that is either too large, too complex, or too dynamic for conventional data tools to capture, store, manage and analyze. The right use of 'Big Data' allows analysts to spot trends and gives niche insights that help create value and innovation much faster than conventional methods.
The world's technological capacity to store information has been doubling every 40 months, and there are currently 2.5 quintillion bytes of data being created on a daily basis! Dozens of start-up 'Big Data Analytics'firms are creating innovative new technologies that will extract enormous value from 'Big Data' in the form of information and insight. Companies that develop leading 'Big Data Analytics' solutions will revolutionize dozens of industries, by allowing organizations to process and analyze a vast array of information in new ways - helping them achieve breakthrough business outcomes.
'Big Data' may be nothing new for a global telecommunications giant that collects tens of billions of call records daily, or an oil exploration company that analyzes terabytes of geologic data daily, or a stock exchange that processes millions of trades per day - but traditional analytics solutions weren't efficient enough to extract real value from this data. New advanced analytics technologies and techniques enable organizations to extract insights from data with previously unachievable levels of sophistication, speed and accuracy.
Business executives around the world are beginning to successfully utilize 'Big Data Analytics' solutions to gain information and insight that gives them major competitive advantages in their respective industries. Major corporations will spend billions of dollars this year on 'Big Data Analytics', and these corporations will extract major value from their 'Big Data' in countless different ways including: product quality improvements, network downtime reductions, customer satisfaction improvements, research efficiency improvements, improved management decisions, better targeted advertising/marketing, improved network/data security, boosted employee productivity, improved data transparency and usability, and improved operational efficiency.
This year's first major 'Big Data' IPO just occurred on May 17th when Tableau Software (DATA) went public at $31 per share, raising $254.2 million! Yesterday, DATA closed at about $55 per share, up 77% from its IPO price in just over one month. DATA now has a market cap of $3.16 billion or 22X its revenues of $143 million! The fact that DATA is currently trading at an enormous price/sales ratio of 22, shows just how hot 'Big Data' stocks will become in the months ahead!
One of the industries that 'Big Data Analytics' is beginning to revolutionize the most is cable TV. A major article entitled 'Big data analytics vital for cable companies' was published in January: http://www.attunity.com/
Almost nobody knows this but TWC is using the 'Big Data Analytics' solutions of Concurrent (CCUR)! Not a single person in the mainstream media or on Wall Street has written yet about CCUR being a leading 'Big Data'play! With CCUR currently trading with an enterprise value/revenue ratio at $7.16 of only 0.64, CCUR could potentially become the NASDAQ's biggest percentage gainer in the weeks ahead as investors begin to realize that CCUR is one of the most established publicly traded 'Big Data Analytics' companies in the world today!CCUR's business is currently valued at only 0.64X revenue (vs. DATA being valued at 22X revenue) and CCURis extremely profitable, cash flow positive, and paying a HUGE dividend yield of 6.7%! CCUR has no where to go but up and up BIG TIME! CCUR could potentially allow investors to prosper more than any other 'Big Data' stockduring this year's 'Big Data' boom!
Click on the following link to learn about CCUR's 'Big Data' technology up close: http://ccur.com/home/products/
It says that CCUR's highly scalable "Big Data" solution platform provides essential business intelligence for many groups in an organization, including: business management teams, marketing teams, programming teams, advertising teams, and operations teams! CCUR's intelligence solution provides critical guarantees for the quality, integrity and timeliness of the data being extracted, organized and presented to various stakeholders.CCUR's analytics consultants work with its clients to identify key information, and provides direct access to custom or pre-designed reports and dashboards. CCUR's platform utilizes best-of-breed, proven cloud computing technologies to scale based on a company's needs, and all data is privacy-protected for security purposes.
Click on the following link for a more detailed PDF about CCUR's 'Big Data Analytics' solutions:http://ccur.com/docs/default-
It says that CCUR utilizes only the most advanced technologies to tackle the daunting “Big Data” challenges facing operators today including: Hadoop, Hive and hbase, just to name a few. Once usage data is collected from various sources and correlated, the data is unified and accessed through the media intelligence portal for analytics and reporting. This highly scalable "Big Data" solution platform enables business management, marketing, programming, advertising and operations teams to optimize their multi-screen services offerings!
To learn about Hadoop technology go to: http://www-01.ibm.com/
To learn about Hive technology go to: http://www-01.ibm.com/
To learn about hbase technology go to: http://www-01.ibm.com/
These are the same technologies that DATA is using to develop their 'Big Data' solutions (see for yourself):http://kb.tableausoftware.com/
With DATA trading for 22X sales and major well-known venture capital firms in recent weeks announcing deals to invest hundreds of millions of dollars into 'Big Data' start-ups across every applicable industry - as soon asCCUR gets discovered as a major 'Big Data' play this summer - NIA believes CCUR could very quickly rise to an enterprise value/revenue ratio of between 2 and 3, which will value CCUR between $17 and $24.22 per share!
'Big Data' is so HOT that CCUR's 'Big Data Analytics' division alone is probably worth a lot more thanCCUR's enterprise value at $7.16 of only $40.31 million! NIA believes CCUR is receiving NO value for its MediaHawk video delivery technology, which currently has an installation base that streams video to 50 million pay-TV households worldwide! All together, the total severs shipped to pay-TV operators containing CCUR's MediaHawk software solutions support over 2.4 million concurrent VOD streams. This means approximately 5% of the subscribers of CCUR's clients can watch VOD content concurrently!
CCUR's 2.4 million+ shipped streams represents a market share of approximately 30% of the estimated 8 million total VOD streams of different vendors deployed around the globe! CCUR's market share combined with the market shares of the following four CCUR competitors represent over 90% of the total VOD market:Seachange (SEAC), Cisco (CSCO), Harmonic (HLIT), and Motorola - recently acquired by Arris (ARRS). Any one of CCUR's rivals could easily acquire CCUR using just their spare pocket change!
The lowest NIA can picture CCUR being acquired for is $12 per share, which would equal a CCUR enterprise value of $82.68 million. CSCO entered the VOD space by acquiring a VOD start-up Arroyo Video in 2006 for $92 million in cash. Arroyo had practically no revenues and hadn't yet deployed a meaningful amount of streams, but CSCO paid $92 million for them in an attempt to compete with CCUR and SEAC. CSCO would've been much better off acquiring CCUR because CCUR today has more than double the streams deployed vs. CSCO, and CCUR's MediaHawk just surpassed CSCO's CDE to become the #1 rated on demand platform by Current Analysis, the industry's leading unbiased technology review firm!
CSCO paid $92 million just to break into the VOD business, yet today it has an opportunity to offer 10% less or $82.68 million to acquire the industry's leading vendor CCUR at $12 per share - for a premium of 67.6% over yesterday's close of $7.16! CSCO would instantly become the world's dominant VOD technology vendor with an estimated 45% market share.
If that wasn't enough incentive for CSCO to consider making an offer of $12 per share to acquire CCUR, CSCOis extremely bullish on 'Big Data' and CCUR would be an opportunity for CSCO to instantly become the leading'Big Data Analytics' solutions provider for the pay-TV industry! CSCO recently published a PDF report entitled,"Unlocking Value in the Fragmented World of Big Data Analytics - How Information Infomediaries Will Create a New Data Ecosystem." http://www.cisco.com/web/
Plus, lets not forget that America's #1 cable TV operator Comcast with 22 million subscribers, is getting ready to roll-out its brand new cloud-based Network DVR (nDVR) service across the U.S.! For the first time ever, Americans are learning about the HUGE potential of cloud-based nDVR technology! So far, only Cablevisionhas launched a fully featured nDVR service to its 3.2 million subscribers, but with Comcast's major announcement - NIA expects the majority of America's largest pay-TV operators to announce their own nDVRplans in the weeks ahead!
A few years ago, America's #2 cable TV operator TWC (12 million subscribers) along with America's #6 cable TV operator Bright House (2 million subscribers) were the first to use nDVR technology to launch two extremely popular services "Start Over" and "Look Back". TWC and Bright House chose CCUR for their deployments of "Start Over" and "Look Back", which CCUR won an Emmy Award for! Although these cloud-basedservices don't have all of the capabilities of a fully featured nDVR service, if TWC and Bright House decide to soon launch fully featured nDVR services - it will be based on the same technology infrastructure and therefore they will likely select CCUR once again for these MAJOR technology/service deployments!
CSCO doesn't have the nDVR experience CCUR has. For "Start Over" and "Look Back" services based onnDVR technology, CCUR holds a dominant 65% market share, which is another reason CSCO should acquireCCUR. CSCO also doesn't have the extremely valuable nDVR patents that CCUR was awarded:http://www.lightreading.com/
NIA is not an investment advisor and is not making any target prices or financial projections. Never invest based on anything NIA says. Always do your own research and make your own investment decisions. NIA never recommends to buy or sell any stock.
Disclaimer: NIA currently owns 235,093 shares of CCUR. NIA intends to sell its CCUR shares in the future and can do so anytime. NIA reserves the right to add to its CCUR position at any time.
This email is not a solicitation or recommendation to buy, sell, or hold securities. Never make investment decisions based on anything NIA says. This email is meant for informational and educational purposes only and does not provide investment advice.
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RE: CCUR, by NIA, Lebed - admin - 06-26-2013
Lebed himself joining in on the same theme. From this afternoon email (Jun 25)..
The biggest plays on Wall Street today are "Big Data" companies with"Big Data Analytics" solutions capable of extracting HUGE value from "Big Data" in the form of information and insight that will provide a company with major competitive advantages. Tableau Software (DATA) went public last month at $31 and is now trading for over $54 with a market cap of $3.11 billion or 22X sales!
It was just announced on June 18th that Accel Partners (the VC firm that funded Facebook) is creating a $100 million Big Data 2 fund: http://www.
One of the industries that "Big Data" will revolutionize is cable TV. If you read the following article "How Big Data Keeps Cable TV Watchers Hooked" it starts out by saying, "For Time Warner Cable, one of America's largest cable and broadband firms, Big Data helps determine the course of both their marketing efforts and their network infrastructure." http://www.
Time Warner Cable is using the Big Data Analytics solutions ofConcurrent (CCUR)! Go to the following link to learn about CCUR's Big Data Analystics solutions: http://ccur.com/
You will see that, "CCUR's highly scalable "Big Data" solution platformprovides essential business intelligence for many groups in an organization, including: business management teams, marketing teams, programming teams, advertising teams, and operations teams! CCUR's intelligence solution provides critical guarantees for the quality, integrity and timeliness of the data being extracted, organized and presented to various stakeholders. CCUR's analytics consultants work with its clients to identify key information, and provides direct access to custom or pre-designed reports and dashboards. CCUR's platform utilizes best-of-breed, proven cloud computing technologies to scale based on a company's needs, and all data is privacy-protected for security purposes."
Then check out this PDF of about CCUR's Big Data Analytics:http://ccur.com/docs/default-
In my opinion, CCUR could rapidly double or triple in value as the word spreads about its "Big Data Analytics" solutions in the week ahead! All of Wall Street is searching hard for "Big Data" plays and CCUR is completely undiscovered at this time!
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I am affiliated with a firm that owns 235,093 shares of CCUR that they intend to sell in the open market and can sell at any time. This firm reserves the right to add to its CCUR position at any time. Never invest into a stock we discuss unless you can afford to lose your entire investment. For our full disclaimer go to: http://lebed.biz/disclaimer.
RE: CCUR, by NIA, Lebed - admin - 06-26-2013
Let's look at the earnings, 28 cents expected this year, but clearly the development is positive
