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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 Apr 27, 2023 10:38am
188 Views
Post# 35416911

RE:A thought

RE:A thoughtThere is little doubt in my mind mrmoribund that things are close to breaking on the strategic review.  Communications with QTRH have gone totally dark on the IP side.  For example, on the German Polaris v. AMD infringement litigaiton on 04-MAY, I have asked, inlight of the infringement action's "Dismissal as Moot" in WDTX, could management confirm that the German action was still on track to be heard on May 4th.  Crickets.  I can't even get a confirmation that old actions, still showing on RPX as open, are in fact open.  There has been a flurry of activity on the 11 or so active cases, with some of the moves looking like housekeeping.

Management was quite willing to talk about the ITS businesses with anyone who contacted them.  I did and posted extensively on my conversation.  IRD is profitable with ~$70M in 2022 revenue and a gross profit in line with pre-ETC acquisition levels, at ~40%.  ETC's issues probably relate to one or two contracts.  I'm guessing the problem implementations are early ones that came with the acquitision, with the remainng five contracts performing to financial expectations.  

Apropos the BoD, the headcount of 5 leaves open both a fill post strategic review and merger options.  I fully expect that there will be additions to the BoD after the strategic review is completed.  Rusty Lewis heads the BoD nominating effort.

As far as NOT combining the AGM and Q1 results, my take is that the AGM will focus on the ITS business direction and strategy and business operations from a high level.  Q1 will be granular.  While I expect Q1 to be bad, I am hopful that there may be a glimpse into Q2 that shows light at the end of the tunnel. 

Lastly, I agree that QTRH is looking for a news event to report next week leading up to the  AGM/Q1 calls. 
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