Quarterhill Inc T.QTRH

Motorola $

[shareholders1]

My own guess is that the market is pricing in a lower $ value for Motorola than we will eventually see. 

Once again, my view is the fact there was no revenue preannouncement for Q3 does not necessarily mean Motorola is not material.  (And still waiting for any response, feeble or otherwise from Justhalfful re Aritizia's numbers last week that were way above what the market expected - Aritzia had not pre-announced).

Irrespective of my personal optimism re Motorola, I still feel QTRH shares are only somewhat undervalued (ignoring Apple that is). The undervaluation will shrink a bit if my guess re Motorola  proves correct.

Unrelated - VG: with 783k QTRH unmarginable shares worth about $2.23m at RBC or wherever, moving your account to National Bank will only provide 25k of margin (about 1% of porfolio value) ?   Seems like a big player like you would know the ropes much better than you appear to, or command a bit more respect when you call NB to enquire about a new margin account.

[Justhalffull]

In their MD&A of July 13, 2021, for Q1 2022 results, Aritzia provided upgraded and raised their guidance for Q2,  Q3 and full year 2022. This advised the market to expect large increases in revenue, which is all they are required to do.

[cabbieJBJ]

Historically, our operating results have fluctuated on a quarterly basis and we expect that quarterly results will continue to fluctuate in the future due to the portion of consolidated revenues derived from the one-time nature of WiLAN’s licenses. Operating results for interim periods should not be relied upon as an indication of the results to be expected or achieved in any future period or any

[shareholders1]

I agree Aritzia was not required to predisclose. In the Q2 Conf Call Hill stated: "Despite the quarter variability on a relatively consistent basis, WiLAN delivers significant annual cash flow. We expect that to be the case again in 2021. This means that we're looking for a strong second half from the business, and we remain encouraged by the pipeline of agreements the team is working on

[cabbieJBJ]

Shareholders, you have admit that 1/2full has set this debate up beautifully. If revenue is in the ~$40M range, he can claim the the company misled investors. If it's much lower, say ~$20M, he'll criticize management's performance. He's a complainer. You or I are incapable of changing that. In about 2 weeks, the market will have real info on Q3. If licensing results haven't

[Justhalffull]

Then you obviously did not read the MD&A. Here is a small portion of it.  A lot more disclosure than a statement that "we're looking for a strong second half".   Here is a small part of the updated guidance.   OUTLOOK Consistent with our communication throughout the pandemic, the Company is providing an update for the second quarter and its Fiscal 2022