RE:RE:RE:RE:RE:Quarterhill 1st quarter results to be released on May 12And "Just imagine" is all you're left with.
Actually, there's plenty of evidence that things are falling beautifully into place at Quarterhill ITS. But it's not hard evidence in the sense that, say, a 30% increase in EPS would be.
Bret Kidd telling us that there's never been a better time to be in ITS. I would call that an enticing piece of evidence. But it leaves the door open to cynics such as yourself who either choose not to believe what BK is saying or just don't hear it at all.
So should you take BK's comment seriously? I guess it's a question of judgment . . . or what I called "gut feel." There are no proofs here. Not yet, anyways.
There's also the matter of these various new contracts. The company sure does look to be getting its share. I've drawn particular attention to the EZPass IO Hub contract. That seems to me like a super thing for the company to have achieved. I suspect the other top ITS companies would have REALLY wanted that role. Why did it go to ETC? Did ETC just put in the lowest bid? Maybe, but I suspect it had more to do with their technology. Again, no proofs--yet.
So let me ask you. What do you think about that contract? You sound like you think it's insignificant.
And what about BK's comment that there's never been a better time to be in ITS? Presumably that comment would not apply to a company that has really inferior technology because they wouldn't be winning any contracts even if there were plenty of demand.
I don't know what's in your head v_g. It sounds like you've chosen to discount everything Bret Kidd says. And maybe you're right. Maybe he's just a promoter. (That's sort of what I think of the CEO of Rekor.) Or maybe he's an outright con man.
But I don't think so. I happen to think that the management team is totally for real.
My point? There's plenty of evidence that Quarterhill ITS is building itself into an amazing growth story. But, I have to admit, it's still the kind of evidence that a cynic can choose to disregard and somewhat get away with it, or bend out of shape to try to make it look like the company's a mess.