Quarterhill Inc T.QTRH

sp

[wanttoknowwhy]

if Apple settles with wilan before the hearing, as I believe, the sp could be more than $30/s in 5 years..

[whaler83]

Please show us your math on that sp

[v_guerriero]

I shared a pretty reasonable path to $15/share.  You need $100M EBITDA from ITS.  So to get to $30/share you need $200M in EBITDA.  What would you need to believe? PATH TO $15 I highlighted that the current ITS companies can generate $60M EBITDA with converting existing backlog at historical win rates.  This assumes no new pipeline expansion.   IF you assume that

[wanttoknowwhy]

v_guerriero, thanks for sharing your thought. “Apple lawsuit essentially enables Quarterhill to buy TWO to THREE more ETCs” -That's what I think too. "The company maintains an active pipeline of acquisition targets ranging from tuck-ins to ETC-sized deals, with management targeting tuck-in multiples at 5 – 9x EBITDA. Management also noted many ITS businesses are showing a preference

[cabbieJBJ]

My modelling is similar to v_g.  QTRH can reach $100M EBITDA by 2023, using the tailwinds from a positive outcome v. Apple at CAFC and without any additional licensing revenue that Wilan can leverage from that event.