RE:RE:Interesting sentence from Q4 2020 PRMrmoribund wrote:
"There was even an analyst on a CC some time back who asked if & when Quarterhill would be broken up. (He clearly thought this would be a great thing and, I admit, it probably would raise the share price short term.) "
Good point. This has been discussed elsewhere as well.
However, I do not agree with the concluding sentences in the post:
"Amtech would think twice about suing WiLAN's sister company for IP anything. We don't tend to think of synergies between WiLAN and the ITS business. But I suspect they will become apparent soon enough."
First, if ITS needs to use any Wilan patents, in theory ITS would need to pay Wilan market price for their use. Second, if Wilan were to use a third party's patents, I cannot immagine such patent owner giving Wilan a free pass because Wilan sues others.
BoD changes are needed.
If Apple is settled relatively soon, ITS should be quickly spunoff to shareholders and the remainder of QTRH (Wilan) sold to the highest bidder. In this way current shareholders get to directly hold the ITS business, and will realize cash from the remaining value of Wilan.