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Quarterhill Inc T.QTRH

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

Quarterhill Inc. is a Canada-based company, which is engaged in providing of tolling and enforcement solutions in the intelligent transportation system (ITS) industry. The Company is focused on the acquisition, management and growth of companies that provide integrated, tolling and mobility systems and solutions to the ITS industry as well as its adjacent markets. The Company’s solutions include congestion charging, performance management, insights & analytics, analytics, toll interoperability, mobility marketplace, maintenance, e-screening, tire anomaly detection, multi-modal data, intersection management, and others. Its tolling includes roadside technologies, commerce and mobility platforms, audit and enforcement, and tolling services. Its safety and enforcement comprise commercial vehicles, automated enforcement, freight mobility, smart transportation, and data solutions. The Company’s wholly owned subsidiary is International Road Dynamics Inc.


TSX:QTRH - Post by User

Post by mrmoribundon Oct 27, 2021 11:45am
233 Views
Post# 34054660

Strange relative prices?

Strange relative prices?QTRH $2.58
QTRH.DB $1.02.10

Beats me why someone would sell the stock and buy the debentures at these prices.

If I were looking to hedge I'd buy the shares and short the debentures.

Of course it depends on your take on the company's future.

If the stock is destined to stay at $2.60 forever then you're better off with the debentures--though if interest rates rise you might have to wait until maturity to prove it..

If the stock is headed to zero then you're also better off with the debentures--though worst case they'd both go to zero.

If the stock is going to $5.20 you'll get a 100% gain (plus dividend) with the stock vs. a 34% gain (plus interest) with the debenture.

If the stock is going to $10.00 you'll get a 288% gain (plus dividend) with the stock vs. a 158% gain (plus interest) with the debenture.

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I suppose the argument for the debentures is that the scenarios where the stock does better than the debentures are all scenarios where the debentures do pretty well regardless.
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