Quarterhill Inc T.QTRH

Quarterhill: Sum Of Parts Offer Interesting Risk-Rwd Profile

[100mill]

https://seekingalpha.com/article/4452950-quarterhill-sum-of-parts-offer-an-interesting-risk-reward-profile?mail_subject=qtrhf-quarterhill-sum-of-parts-offer-an-interesting-risk-reward-profile&utm_campaign=rta-stock-article&utm_content=link-0&utm_medium=email&utm_source=seeking_alpha

[ChiChi3]

I like the final valuations of $3.5 to $5 a share but how the person gets there is suspect.  Biggest mistake is valuing the patent side of the business at book value rather than estimating the future cashflows (other than the conservative estimate of what the Apple win which the person does include).  Also gives a $39 million value of the cash on hand and THEN takes off the debt that

[v_guerriero]

Good to see more interest and recognition of the asymmetric risk profile of this company.  This hopefully attracts more retail interest.   There are very few situations where there is limited downside and such significant upside.   I've always looked for these asymmetric positions but they are rare.  When you do find them you go all in.  

[v_guerriero]

Also the 3.5 - 5.00 is in USD.  This is akin to Coupland's targets of 4.50 - 6.00.  Though this analysis suggests 6.50 CAD on the upside.  

[WinnerCircle948]

Try the following link should you have difficuty to access this article: https://seekingalpha.com/article/4452950-quarterhill-sum-of-parts-offer-an-interesting-risk-reward-profile

[Socrates1]

Good plug for us! Funny how you need to remind ppl over and over. Ideally we need to close above $2.78 to keep the chart happy. 12 cent spread on open as I  write this! An open at $2.80 and 500k / day would be nice! 

[v_guerriero]

This September, and the next 4 trading weeks will be defined by three things: 1) WiLan closing some major licensing deals.  It has been almost a year since the Intel license.  That occurred in this quarter last year.  This is historically the best licensing quarter.  Quarterhill will want to demonstrate that WiLan can fund the M&A agenda.  Getting back to a $100M cash