Acquisition targets?
Not very clear to me what ITS market players could be candidates for QTRH to scoop up or merge with.
Easier for me to see a complementary partner to take out QTRH.
Consider we have two major assests now: IRD (ITS player), and Wi-Lan (IP etc).
Now consider RIM as possible suiter:
RIM has QNX - powering the automotive systems of cars all over the world; QTRH could add a slide of "mobility" / "ITS" to complement that QNX division that is just dangling off to the side of RIM.
QTHR has Wi-Lan -- and RIM continues to have a substantial IP patent portfolio for which the Wi-Lan unit would be very complementary to RIM (and a potential new profit centre).
Auto company wise for an interesting angle -- even Toyota has recently repositioned itself to move away from being a "car company" to being a "mobility company"
So I still have hard time finding the equivalent to what was a "Mosaid" to Wi-Lan a few years ago. What would be "an X" to QTRH right now? Lots of bigger companies in the ITS space, but hard to find a smaller unit in the ITS space --- I just don't know ITS well enough.
So I kind of like the RIM buys QTRH angle more if we're going to speculate on angles...