CCUR Holdings Inc. (CCUR)

[d4rkboss]

aChange (SEAC) is soaring today and just reached a new 52-week high of $11.65 per share! SEAC is going a lot higher, but SEAC's #1 competitor and NIA's #1 favorite stock suggestion Concurrent (CCUR) appears ready to far outperform SEAC - with CCUR likely to make substantially higher percentage gains in the days, weeks, and months ahead!

Dougherty & Co initiated coverage on SEAC this morning with a buy rating and $14 target price. According to Dougherty, "SEAC is leveraging its historical leadership position in the video-on-demand space through a new generation of software products that enable multi-channel system operators (MSOs) to deliver a variety of leading edge services for the multi-screen environment. A new management team has cut costs, sold off the low margin hardware and refocused the company on exploiting the opportunities created by TV Everywhere. We believe SEAC is at the cusp of seeing the payoff from these moves, positioning the company to produce double-digit top line growth combined with margin expansion."

CCUR is the actual VOD market leader, not SEAC, and CCUR is best positioned to lead the new multi-screen revolution that will fundamentally change the way the world watches TV forever! When the investment community realizes the truth, CCUR is going to explode to the upside very rapidly, in NIA's opinion! At $14, SEAC will have a market cap of $452.06 million and an enterprise value of $364.96 million. With SEAC projected to finish last year with total revenues of $157.87 million, this would give SEAC an enterprise value/revenue ratio at $14 of 2.31, when CCUR currently has much higher gross margins!

CCUR's current enterprise value/revenue ratio is below 1 and won't be here for long. NIA sees practically no downside risk, but astronomical upside potential for CCUR at these levels compared to SEAC. A matching enterprise value/revenue ratio for CCUR of 2.31 would make CCUR a $18.39 per share stock. So while SEAC gains 10.7% to $14 per share, CCUR could potentially gain 139% to $18.39 per share - for a 13X larger percentage gain!

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 360,336 shares of CCUR. NIA has agreed to hold its CCUR shares for at least the full month of February. NIA intends to sell its CCUR shares in the future and can do so anytime after March 1st. 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.

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