Quarterhill Inc T.QTRH

NEW CEO ..... THUMBS UP TO BRET!!!

[Jimmycash]

Not sure how this company does it but I believe our new CEO is another step up after listening to todays webcast. Wether it's purchasing new companies or changing CEO's, QTRH has a track record of making good decisions. May our patience be rewarded in 2022.

[ChiChi3]

I'll have to disagree with you there Jimmy.  Any company that blows through 3 management teams in 4 years does NOT do a good job picking leaders. I'd also say that 30 seconds of that 20 minute spot was used for WiLan.  I know ITS is the future and the managment team, rightly or wrongly, believes it is a growth story. BUT, you are sitting on an asset that arguably could/should

[v_guerriero]

His most important phrase related to WiLan was "large ones are outstanding and expect to resolve in short order here" In my opinion, you need Apple resolved before selling WiLan.  

[wilander]

C'mon Apple!!!!!!   ;) Or maybe they have an offer or two for Wilan and it will be sold soon so no need to talk it up? Either or, I will take.

[cabbieJBJ]

Chi...please maintain your thought independence. I have to disagree with your prespective on the presentation.  It was geared to the audience - an audience that are potential investors in ITS.  The potential candidates to acquire Wilan is smaller and best addressed in face to face. Regardless how Brett Kidd might feel about the Wilan business (and there are no indications that he is

[Lagger95]

"if sold" it will be sold.  "rest assured that there are several on the BoD to assure ... it will fetch fair value." There is the rub.  If buyers are aware someone is anxious to sell why make a good offer?  I think the talk today was a good introduction to Brett and will be good in  ITS area, which is the future of the company.

[cabbieJBJ]

Of course it will be sold Lagger.  I was framing that for Chi, to assure him that Wilan will not be given away, as he fears it might be.

[Lagger95]

Hope so I have same fears.

[astutein]

Once Apple decision at CAFC or settlement occurs a series of major moves will be announced (IMO). 1   Sale of Wilan will happen. 2. QTRH has positioned itself for major acquisitions to occur in our ITS>  My reasoning is based          upon the following:     Oct 4 QTRH filed with SEC , a PRELIMINARY BASE SELF PROSPECTUS FOR 200 million.  

[cabbieJBJ]

I agree Astutein.  Aside from potential announcements on ETC contract awards, the first domino to fall will be clarity on Apple either via a CAFC decision or a comprehensive agreement.  Frankly, imo it matters little which is the route to clarity.

[astutein]

CABBIE- Besides potential announcements on ETC contract awards, (IMO) expect to see contract awards and news from IRD.  We have expansion of activities in Europe by new management. IRD is major part of our ITS.  IRD may report 10 million EPIDTA  and a portion of ITS funds may be directed to IRD expansion which has record backlog and EPITDA.