Quarterhill Inc T.QTRH

Kapsch's balance sheet

[Justhalffull]

Kapsch's balance sheet is likely a reflection of the fact that the ITS business is not that profitable a venture.  So let's get the Apple payment in the bank so that I can dump the last of this POS that I own, before they have a similar balance sheet.

[cabbieJBJ]

Thank you for the in depth analysis 1/2full.

[muskie401]

Do not know how Kapsch contracts work but they said their revenues are way down because of lack of travel due to Covid.  

[cabbieJBJ]

muskie, that kind of statement is consistent with commentary the QTRH Q3 call.  QTRH indicated that covid had had or is having a greater than anticipated impact on IRD/ETC in concluding contracts.  Just out of curiosity, where did you pick up that perspective on Kapsch; I have looked but not found much info/commentary on them.  TIA.

[whaler83]

on a positive note, that would mean there is likely some pent up demand which will drive lots of future work

[muskie401]

https://www.ots.at/presseaussendung/OTE_20210616_OTE0002/eans-news-kapsch-trafficcom-results-for-financial-year-202021 Just did a web search

[cabbieJBJ]

Thanks Muskie.  I had just did a cursory look.  I'm finding that there is, in fact, a lot of information on Kapsch. Kapsch'd 5-year strategic plan is very interesting.  There is a ton of work to do here as they appear to be playing catch up.  This possibly explains Bret Kidd's comment at Needham.  He claimed that Kapsch and TransCore both have substantial

[mrmoribund]

Justhalffull wrote: Kapsch's balance sheet Kapsch's balance sheet is likely a reflection of the fact that the ITS business is not that profitable a venture.  So let's get the Apple payment in the bank so that I can dump the last of this POS that I own, before they have a similar balance sheet. and then added: Sale of Wilan or receipt of Apple settlement means the reinvented

[cabbieJBJ]

mrmoribund, great research. Thank you. Bret Kidd has a big challenge ahead of him. Assessing integration of the acquired platforms and being corporately nimble in the face of high growth and market dynamics will be a full plate. I, like you, do not share the profitability concerns recently posted here. Growth sectors are susceptible to market penalization in a time of rising interest rates, but a