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.