RE:RE:RE:Upgrade 2Cabbie you and I are not always in different worlds but we are here. You're in quantitative land and I'm in qualitative land.
For sure what the 2025 numbers are going to look like is important - and that's always going to be the stock in trade of the analysts. That's what they do. Their job.
No analyst is going to say "Quarterhill is worth more because Chuck knows what he's doing and Brett, perhaps, didn't know what he was doing . . . because Rusty and Chuck have a vision and their record with Transcore--plus just listening to them--inclines me to the view that they're going to make it come true here." That sort of thing.
So I actually don't care all that much about what the analyst models look like or what multiples they apply. I care about stuff like, say, is the envisioned logistics division going to click.
If Bay Street starts to accept that the Q logistics dream really is starting to come true--and especially if you can start to see evidence of it in the income statement--then investors will soon enough come to value QTRH with a different mindset.
We've already seen it with the insiders--in a big way. But hey, what do they know? Eh?