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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 v_guerrieroon Aug 09, 2022 1:51pm
124 Views
Post# 34882241

RE:RE:RE:Most stocks are up last 30 days…

RE:RE:RE:Most stocks are up last 30 days…

At $2.30 the stock has priced in all the upside.  It assumes a $150M sale of WiLan that after fees and taxes will neutralize the debt on the balance sheet.  

Then you need a 50% growth in ITS earnings to justify a $270 million market cap for IRD and ETC.  

Remember that IRD and ETC were worth $110M in the hands of prior owners.  That was Before Quarterhill came along and paid a solid takeover premium for IRD and a pandemic peak stupid premium for ETC.  

Reverting back to what Align Capital paid for ETC and the pre takeover price for IRD seems appropriate. That is what $1.10 targets.

Selling WiLan just papers over the huge takeover premium paid for ETC.  

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