Quarterhill Inc T.QTRH

Top 10 November / December catalysts

[v_guerriero]

1.  Nov 8 - earnings.  Big beat.

2.  Nov 9 - analyst upgrades

3.  Nov 20 - Jury decision on Amazon case (5 day trial starts on Nov 15)

4.  Nov 22-30 - First German Apple case decision (bench trial starts next Monday)

5.  Nov 22-30 - Potential Apple settlement if WiLan wins  German case and gets the injunction it is requesting to stop the sale of iPhones in Germany.

6. December - CAFC Apple decision

7. December - Second German Apple case decision

8. Anytime - New ITS platform investment (similar to ETC)

9.  Anytime - New IRD or ETC deals in current pipeline

10.  Anytime - Wireless or Semiconductor agreements.

[Capharnaum]

I wouldn't bang on that. There might be acquisition costs included in the earnings report. That said, my investment thesis on Quarterhill wouldn't change regardless of those earnings. It's all about the building up of EBITDA using Wilan's cash wins and debt as funding source.

[mrmoribund]

You missed a few: 11) Biden infrastructure agreement is passed in Congress and signed into law. 12) New head of Europe operations announced. 13) New tuck-in acquisition announced. I'm guessing something on ETC's wishlist.

[v_guerriero]

Good additions.  I do think that the current ETC $4 Billion pipeline is being delayed by the infrastructure bill.  The final deadline Pelosi set was October 31. Many of these projects will be funded in part by the money available from that bill.  None of the current negotiations are cutting from the hard infrastructure side.  All on the social end.   It should also

[cabbieJBJ]

mrmoribund, #12 almost certain within weeks. #13 probable especially with new round of financing (do you have any thoughts on possible targets?). #11 may go right down to the wire. Biden needs a victory, given his plunge in the polls; but it's not a lock imo.