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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

Comment by cabbieJBJon Nov 24, 2021 9:44am
294 Views
Post# 34160912

RE:RE:RE:RE:RE:I still believe…

RE:RE:RE:RE:RE:I still believe…I agree with you Lagger on generalized bad outhing of the Wilan sub.  In QTRH's business model, assets are always for sale.  In addition, as I have posted before, there will come a point where divestiture of Wilan makes business sense.

Accepting that QTRH's business focus is to acquire ITS assets, the most compelling divestiture  consideration is when the acquisition cost of ITS assets is rising sharply.  There divestiture provides immediate funds and minimizes high opportunity costs.  Clearly any transaction pivots on valuation of the Wilan asset.  While the market says the value is minimal, a positive outcome with Apple provides an additional data point to measure valuation and consider divestiture.  There are assumptions and speculations in this POV that will require careful analysis by QTRH management.

The other factor is the possible drag Wilan puts on QTRH's stock price.  While, generally, managing the stock price is not sound business strategy, it becomes a prime consideration if QTRH shares are potential currency in ITS acquisitions.


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