Quarterhill Inc T.QTRH

just dreaming of ITS possibilities

[astutein]

As of today we have approx 100million cash after 57.5 debenture.

An Apple win or settlement for 200 million cdn  would give us    300million..

then Wilan sale.   $$$$$   ??????

Today ITERIS market cap    169
Rekor systems   '                  235

Maybe we could acquire  kapsch US operations.??

I deam of ETC, IRD, and one of above or both..

$ 10   ITS stock in one year

[cabbieJBJ]

Astutein, Kapsch is an interesting possibility; I like it. Kapsch's balance sheet could benefit from the sale and it could then concentrate on Europe (and Asia). Rekor and Iteris have interesting technology but the path to profitability is very cloudy for a few to several years...maybe something to double back on in a couple of years. Right now, neither is close to QTRH's acquisition

[astutein]

CabbieJBJ--May 9/2021  Darby Swank appoinited Senior Vice President, sales of TrafficCom North America. Oct4/2021  ETC names Darby Swank to Senior LeadershipTeam. Maybe just more of possibility than dream re Kapsch North America.????

[cabbieJBJ]

I see Kapsch's balance sheet as more of a consideration than Darby Swank. Kapsch's liabilities exceed assets. The balance sheet is not a pretty picture. Recall that they sold their Italian division last year (I believe) to raise cash. The question would how profitable is the USA division? As far a Swank us concerned, he saw the financial rat's nest and decided to jump at a time ETC