Quarterhill Inc T.QTRH

QTRH Presents at Canaccord

[cabbieJBJ]

Today's presentation...worth listening to:

https://wsw.com/webcast/canaccord60/qtrh/2480412

[Capharnaum]

Thanks for the link. Interesting that their plan to spend $400M on acquisition only uses $100M in debt. They did mention generating $30M of cashflows on average each year for the next five years to finance those acquisitions.

[Socrates1]

The first thing I cringed at was: why doesn't Hill has a copy of the presentation? Why does he call on his cfo to turn the page? That looked very cheesy and kind of unprepared .... The presentation was ok but " WHAT IS DIFFERENT THIS TIME" asked by Taylor is the real issue behind the SP! Lest face it folks, confidence of analyst and investors has left this stock and Hill knows it!

[cabbieJBJ]

Socrates, I thought he answered the  "WHAT IS DIFFERENT THIS TIME" question... The acquisition/aggregation strategy is more focused The acquisition strategy builds/leverages existing equity (IRD) in the aggregagtion segment The valuations are more reasonable in ITS versus enterprise software The publically stated committment to invest $400M over 5 years on ITS

[Socrates1]

Yes he answered the question quite well! Past CEO's did that too, yet none executed as promised is THE problem! The market gives zero shi.....ts about business plans, only the bottom line matters! 3 Q losses in a row compounded the pain and now its crunch time! Exetute as promised, show consistency and results! The next couple of tuck ins or bigger add- ons could do just that but must be

[cabbieJBJ]

I agree with your sentiment on credibility and crunch time Socrates.  I know that Paul Hill was aware of most of the alligators before he joined QTRH.  A history of over promise/under delivery means that addressinbg credibiity is key.   Now a crear strategy has been laid ouit; an investment commitment of $400M over 5 years has been made; and two good-fit tuck-ins has been