CCUR Holdings Inc. (CCUR)

[MR. McBALL$]

NIA Mailer-Why CCUR is Next NFLX

Netflix (NFLX) has made more investors wealthy over the past six months than any other NASDAQ listed company and NIA believes Concurrent (CCUR) could do the same over the next few months. NFLX began exploding last year immediately after announcing the launch of their 'Open Connect content delivery network (CDN)', which provides a direct connection between NFLX and ISPs. CCUR is currently trading with an enterprise value/revenue ratio of below 1 - and NIA believes smart money will load up with every single share they can possibly afford down here!



The largest high-speed ISPs in the U.S. that have started using 'Open Connect' in recent months have immediately seen their average NFLX stream speeds increase substantially. In December, Cablevision (CVC)'s Optimum data service was ranked the 5th fastest ISP with an average NFLX stream of 2.08Mbps. In January, after launching NFLX's CDN technology, CVC soared to being the 2nd fastest ISP for NFLX customers - with an average speed of 2.24Mbps.



NFLX was trading for only $52.81 per share in August and gained a HUGE 258% to a new 52-week high last month of $188.88 per share. NFLX's enterprise value/revenue ratio was only 0.73 in August, but has now increased to a shocking 3.25, despite very low gross margins of only 26.4%. Clearly, NFLX was the BIGGEST opportunity possible with an enterprise value/revenue ratio below 1 - and CCUR's enterprise value/revenue ratio will rise back above 1 very rapidly!



CCUR's enterprise value/revenue ratio at $7.92 is an insanely low 0.77 and if it were to reach 3.25 this year, CCUR would become a $24.78 per share stock. CCUR has HUGE gross margins of 57.5%, which is more than double NFLX's latest gross margins of 26.4%!



NIA wrote a private report suggesting CCUR's #1 competitor SeaChange (SEAC) on August 2nd at $7.37 per share - with an extremely low enterprise value/revenue ratio of 0.96. NIA said that SEAC had almost no downside risk with an enterprise value/revenue ratio of less than 1, but did have astronomical upside potential. SEAC has already gained by 59.4% from $7.37 to a new 52-week high set yesterday of $11.75 per share. SEAC's enterprise value/revenue ratio is now up to 1.85!



This would immediately make CCUR a $15.26 per share stock and CCUR has higher gross margins than SEAC, with CCUR's latest quarterly net income up 104% on a quarter-to-quarter basis!



NIA is not an investment advisor and is not making any target prices or financial projections. Never invest based on anythings. 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.