CCUR Holdings Inc. (CCUR)

[d4rkboss]

here we have another NIA info over CCUR , imo if I see CCUR going through 8.00 with strenght I will go long because it may have upside up to $10's or more, I check CCUR finance already and they are starting to do pretty well they come from a EPS on a 6 month consolidating on 2011 of $-0.40 and now on 2012 they got $0.11, so they just became a red to green company, so they can be a good investment on the mid-term and long term even without NIA advertisement, but if someone trys to profit fast in the short term then they can have an eye on CCUR this week, well this was my personal opinion ,

here is NIA last info


NIA's brand new stock suggestion Concurrent (CCUR) looks ready to breakout big and explode to the upside this week! On Thursday morning, CCUR made a healthy dip of $0.88 or 11.1% to $7.02 per share, but then bounced $0.98 or 14% from its bottom to finish the day up $0.10 to $8 per share - its high of the day! On Friday morning, CCUR made a smaller dip of $0.45 or 5.6% to $7.55 per share, followed by a bounce of $0.42 or 5.6% from its intraday low to finish down only $0.03 to $7.97 per share.

CCUR showed unbelievable strength during the two final trading days of the week, which makes NIA 100% confident that CCUR is about to soar to an enterprise value/revenue ratio of well above 1 - where it fundamentally belongs. Thursday's shakeout allowed the majority of CCUR's weak hands to exit, and NIA believes any remaining weak hands sold on Friday. Despite two straight days of major profit taking and short selling, CCUR was able to finish last week up $0.07 from its Wednesday closing price of $7.90 per share. For the full week, CCUR gained $0.48 or 6.4% on volume of 3,325,629. This was CCUR's third straight up week and CCUR's volume for the full week was up 91% from its volume the previous week of 1,741,611.

With CCUR's resistance from short-term momentum traders now gone, but still many investors looking to accumulate large positions at these extremely undervalued levels, NIA believes CCUR only has one direction to go this week! The short-term traders who took profits during the last two trading days are likely to once again repurchase their CCUR positions as soon as the stock breaks its 52-week high set this past Wednesday of $8.45 per share. This means when CCUR breaks $8.45 and reaches a new 52-week high this week, it is likely to immediately rally big time and breakout past $9.

Any investors who sold CCUR short last week will need to cover ASAP this week - unless they want to commit career suicide. NIA continues to make major additions, editing changes, and other improvements to its in-depth PDF report about CCUR and it will be released sometime today. NIA apologizes for the delay, but trust us, it will be worth the wait!

Check out this must read article just out this weekend in Economist Magazine: http://www.economist.com/news/business/21571471-measuring-tv-audiences-keeps-getting-harder-counting-couch-potatoes The article is entitled, "Counting couch potatoes: Measuring TV audiences keeps getting harder."

108.7 million Americans watched the SuperBowl last Sunday live on TV, which was down slightly from the last two years but still the 3rd most watched SuperBowl in history! Most amazingly, CBS made the SuperBowl available through TV Everywhere, and 3 million unique viewers streamed the game on CBS's web site, which was up 43% from 2.1 million unique viewers who streamed last year's SuperBowl - a new all time record!

Nielsen (NLSN), an $11.88 billion company, calculates TV ratings and helps advertisers decide where to invest their $75 billion spent annually on TV advertising. What many people don't realize is that NLSN only tracks a small sample audience of 22,000 households that are given NLSN's special tracking equipment to use on their televisions. In NIA's opinion, it is impossible for a miniscule 22,000 household sample to accurately determine the viewing habits of over 100 million U.S. television households. More importantly, in today's new world of TV Everywhere and time-shifted TV, NLSN's technology has already become obsolete.

CCUR has been the TV industry's biggest innovator for well over a decade, yet the stock is still completely undiscovered - but won't be for long. CCUR will soon become the biggest percentage gainer on the NASDAQ, in NIA's opinion. The two most rapidly growing pay-TV technology trends over the past 10 years have been video-on-demand (VOD) and digital video recorder (DVR) technology, both representing America's two major ways to watch time-shifted television. CCUR is the pay-TV software vendor that has been developing the world's biggest ground-breaking VOD and DVR innovations, making CCUR the clear-cut global leader in time-shifted television technology!

The average American currently watches 146 hours and 45 minutes of traditional TV per month, for growth of 1 hour and 17 minutes or 0.9% from one year ago. Shockingly, the average American also watches 10 hours and 51 minutes of time shifted TV per month, for growth of 1 hour and 19 minutes or 13.8% from one year ago. Total time shifted TV viewing has recently grown by a percentage that is 15X greater than growth of traditional TV viewing!

CCUR is the VOD technology leader with a 30% global VOD platform market share. 4 of America's 6 largest cable TV companies are currently using CCUR's VOD technology, allowing CCUR's VOD platform to reach approximately 40% of America's cable TV subscribers. CCUR's largest U.S. cable TV client is Time Warner Cable (TWC), America's second largest cable TV company after Comcast (CMCSA).

In the paid-VOD movie space, CMCSA currently represents 23% of the market and TWC represents 9% of the market. The only pay-TV company ahead of TWC in this space besides CMCSA is DirecTV (DTV), which represents 14% of the market. All together, pay-TV operators account for a stunning 72% of the paid-VOD movie space, followed by electronic sell through (EST) sites with a 16% share (dominated by Netflix) and Internet VOD (iVOD) sites with a 12% share (dominated by Apple iTunes and Amazon Instant Video).

The fastest growing VOD market today is 'Free-On-Demand' (FOD), which experienced 17% growth in 2011 to 6.8 billion transactions and accounted for 77.3% of the 8.8 billion total VOD transactions. 33.8 million pay-TV subscribers now have access to FOD content. The average pay-TV subscriber now watches 5 hours of FOD content per month or 17 FOD television shows per month. FOD is at the tipping point of becoming a major ad medium in 2013. The majority of FOD content originally aired on ad-supported broadcast or cable TV networks, and the advertising inventory inside of FOD programming is estimated to be worth $1 billion annually!

CCUR led the initial VOD boom that began in 1999 and its stock price at one point rose from below $7 to above $200. CCUR is now set to lead the VOD ad insertion boom with the most advanced VOD advertising technology in the pay-TV industry. CCUR's dynamic new MediaHawk VOD ad insertion solutions allow cable operators to insert unique mid-roll, pre-roll and post-roll ads into VOD sessions using any standards-based ad decision engine or ad management solution. CCUR's MediaHawk VOD platform together with its media data and advertising solutions, enable a complete end-to-end advanced advertising platform with census level targeting and usage monitoring.

Pay-TV operators have been attempting to monetize their large FOD libraries for years but were faced with ad insertion limitations and a lack of audience measurement standards (which the article we linked you to above discusses). Just like CCUR was the earliest VOD technology pioneer and won an Emmy award for the large-scale deployment of its VOD technology, CCUR was a very early visionary of the HUGE demand we are beginning to see this year for targeted, interactive, VOD ad insertion technology.

Rather than developing its own VOD ad insertion technology from scratch and possibly be infringing on the patents of other companies, CCUR several years ago made a large $15 million investment to acquire Everstream, a company that already successfully developed the world's most advanced VOD ad insertion technology. Everstream successfully obtained a large portfolio of patents to protect its targeted on-demand advertising technology, and these extremely valuable patents are now owned by CCUR!

The most valuable targeted on-demand advertising patent now owned by CCUR following their acquisition of Eversteam is U.S. Patent #6,161,142 "Method and system for using a communication network to supply targeted streaming advertising in interactive media." CCUR has already identified over 50 targets that it believes are infringing on this patent and the company is now exploring how to extract the monetary value that the patent holds for CCUR shareholders.

SeaChange (SEAC), Google (GOOG), Yahoo (YHOO), and Microsoft (MSFT) are just a few of CCUR's target companies that it plans to eventually enter patent litigation with, under the expectation of winning treble damages or 3X the damages caused by their previous infringement of CCUR's patent, along with a permanent injunction against future patent infringement. In the event of litigation being filed by CCUR against the target companies, NIA believes it is likely that many of CCUR's targets will seek to settle with CCUR and enter licensing agreements before a jury decision is reached. They will most likely be desperate to do whatever is necessary to avoid the possibility of losing the trial and being forced to pay a judgment to CCUR for an astronomical amount of money.

The strength of CCUR's patent is undeniable being that it is broad enough to cover technology that NIA believes is being infringed on by many different multi-billion dollar technology giants, yet specific enough to detail many of the exact breakthrough features that will help CCUR capture a large percentage of the FOD advertising market. The brand new targeted FOD advertising market is in its infancy but is expected to become the fastest growing new pay-TV ad market in history and quickly add $1 billion in annual ad revenue to the U.S. TV ecosystem.

CCUR recently won another HUGE patent of their own, also covering its ground-breaking VOD advertising technology. When a VOD user utilizes the fast-forward or rewind functionality while watching VOD content, it is called "trick mode". Many major pay-TV advertisers are calling for the industry to ban "trick mode" usage during the viewing of FOD content. Advertisers are afraid that a functioning "trick mode" will allow consumers to fast forward through the brand new FOD commercials that CCUR will make possible for advertisers to launch in 2013.

CCUR's game-changing new patent is U.S. patent #8,079,052, "Methods, apparatuses, and systems for presenting advertisement content within trick files." CCUR's innovative new technology covered by this patent provides a way for pay-TV operators to protect advertising revenue without restricting consumers’ control of video content. Rather than blocking access to "trick mode" functionality and preventing consumers from fast-forwarding through the soon to be inserted FOD advertisements, CCUR's patented technology allows for ads to be added to "trick mode" and displayed while "trick mode" is enabled, making it possible for consumers to fully utilize "trick mode" functions but preventing them from avoiding the viewing of advertisements.

NIA believes there is an excellent chance that CCUR's 4 major U.S. clients: Time Warner Cable (TWC), Cox, Charter (CHTR), and Bright House, will be eager to begin selling FOD ads in 2013 and tap into a HUGE new revenue stream that will greatly increase their profitability. Being that CCUR is powering their current VOD service offerings including FOD, it will most likely save them a lot of time and money if they choose CCUR's two HUGE patented VOD advertising solutions. Any pay-TV operators that decide to use the VOD advertising technology of CCUR's #1 competitor SeaChange (SEAC), face the serious risk that future patent litigation from CCUR against SEAC will disrupt their VOD services.

Back in 1999 and 2000 when CCUR and SEAC began deploying their first commercialized VOD platforms, CCUR made a large investment into Thirdspace and successfully obtained a license to a broad patent that Thirdspace held covering many important aspects of VOD technology, which is good for the life of the patent. This patent is U.S. patent #5,805,804. NIA believes the widely talked about rumors in 2006 of CCUR being a takeover target and Arris (ARRS) being the likely acquiring company, potentially had a lot of truth to them. In NIA's opinion, the reason CCUR wasn't acquired by ARRS or another company in 2006 was the fact that CCUR's initial Thirdspace patent license was non-transferable.

SEAC launched its original VOD technology platform at the same time as CCUR, but unlike CCUR - SEAC didn't feel it was necessary for them to obtain a license from Thirdspace for U.S. patent #5,805,804. SEAC got sued in January of 2001 and in 2002 SEAC lost the lawsuit and was forced to pay total damages of $8,779,000 (including treble damages SEAC had to pay 3X the $2,787,000 they owed based on a 7% royalty payment on all of their previous VOD sales, plus $418,000 in interest). SEAC also spent $5,621,000 in legal fees bringing their total one time patent litigation charge up to $14.4 million.

All of the companies interested in acquiring CCUR were well aware of SEAC's disastrous patent litigation outcome. Although SEAC would survive and go on to thrive in the future, SEAC's patent infringement loss of $14.4 million didn't even cover their HUGE expense of revamping their systems to exclude all of the VOD technology claims contained in U.S. patent #5,805,804. If SEAC didn't remove all of these claims from its technology they risked receiving an injunction that would require them to take their VOD products off the market.

Potential suitors for CCUR realized that if they acquired CCUR but the VOD patent license didn't get transferred to them, they would immediately be infringing on a patent that was well validated in court. The non-transferability of CCUR's license to patent #5,805,804 was eliminating the chances of a pay-TV software giant from attempting to buyout CCUR at a huge premium. In late 2007, CCUR paid C-COR (latest owner of the patent) $1.7 million in cash to finalize a new deal that resolves any patent transferability issues. Today, if CCUR was acquired, their VOD patent license will get transferred to the buyer.

The only reason CCUR paid this $1.7 million was to position the company for a future potential buyout. Now that the patent transferability issue has been resolved, NIA believes nothing will get in the way of preventing a future buyout of CCUR except shareholders potentially voting a deal down if the cash purchase price per share wasn't high enough. CCUR's shareholders obviously know that CCUR is extremely undervalued at $7.97 per share and it wouldn't surprise us to see them seek a cash acquisition price of at least double where CCUR is trading today. In NIA's opinion, CCUR shareholders are very likely to reject any cash buyout offers of less than double CCUR's current share price.

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.