RE:RE:Quarterhill 1st quarter results to be released on May 12Couldn't agree more with you Joey regarding Gillberry's performance at the AGM. Fortunately, I believe that QTRH will survive it.
The key issue is margins. Investors need to better understand the margin curve on the ITS businesses and I hope Kidd can do a good job at helping investors in that regard. Since 2021/YTD 2022, IRD/ETC have announced contracts valued ~$300M. Most are 5 -12 years duration. In addition, Brett Kidd, and Paul Hill before him, spoke to an ~8x mutiplier effect over the term of the contract, based on ETC's experience. Both outlined a 15% EBITDA target over the term of the contracts. So help investors understand how we get there and when.