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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 1970rodon Mar 22, 2022 10:33am
288 Views
Post# 34534256

RE:Sorry to rain on the parade (Raymond James)

RE:Sorry to rain on the parade (Raymond James)February 4th 2022 v_guerriero wrote :

Here was the rationale for the pivot
- Assume Apple judgment is worth $0.

- Jury could side with a 0.05/unit rationale.  Even with a 20% increase in Intel based phones, this would amount to $20M

- A third jury trial on damages will eat even more into legal contingency fees.  It is on a sliding scale.  After the Samsung most favoured nation payment, QTRH could get almost nothing even if they get a modest third verdict.

- This could impair or complicate the WiLan sale process. Or significantly delay it.  The BlackBerry sale process took 18 months.  WiLan unlikely to sign major deals and will prefer to do so as a standalone entity.  

- WiLan worth zero and the expensive corporate overhead structure(until eliminated), you get $1.80 on the stock.

Things that alter this view would be an Apple settlement or a quick sale of WiLan.  Both don't seem highly probable in the near term.  



Will you "pivot" again? 

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