Quarterhill Inc T.QTRH

Alternate Symbol(s): T.QTRH.DB | QTRHF

Technology Communication Equipment

Quarterhill Inc. is a Canada-based company, which is engaged in providing tolling and enforcement solutions in the Intelligent Transportation System (ITS) industry. The Company provides end-to-end mobility systems to some of the tolling authorities in the United States, including in Texas, California and Illinois through Electronic Transaction Consultants, LLC (ETC). ETC’s core products comprise the riteSuite platform, a scalable and customizable cloud-based tolling and mobility solution. The platform has applications for the roadside and back office, with strengths in vehicle identification, tracking, dynamic pricing and interoperability amongst agencies. The Company’s wholly owned subsidiary is International Road Dynamics Inc. (IRD), is a multi-discipline, technology company and provider of Intelligent Transportation Systems. It provides integrate ITS technologies into systems designed to solve and challenging transportation problems.

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Quarterhill Inc > Thinking out loud - comments invited

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Post by cabbieJBJon Dec 18, 2021 3:31pm

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Post# 34243789

Thinking out loud - comments invited

What if, in sequence:

A comprehensive settlement is reached with Apple (this is key);
QTRH's stock price pops to $4.50; and
Management then buys out the rest of Wilan, including the name. Fattoche, Skippen, Watchmaker and Vladescu are holding QTRH stock and options worth ~$15M and could be at the head of the line. Other key management may be invited to join.

A $100M 5-year investment fund is used to buy out the rest of Wilan. A fund established projecting 15% return plus capital return (estimated payout over 5 years is ~$141M) could be funded from projected Wilan normalized EBITDA (per QTRH latest investor presentation) of ~$30M/year. The fund could be renewed or a new fund launched after 5 years.

Key questions: