Quarterhill Inc T.QTRH

Damn… US inflation running at 8%

[v_guerriero]

ITS salaries going higher.  Input costs to sensors and chips going higher.  Interest rates going to go higher. This means lower margins for ITS.

$120 oil blunts any new tolls being put into place as consumers struggle with paying for basic food and gas.  Tolls are a luxury that can only be imposed on consumers during good times.  15% growth is dead.

Now we have a leveraged bet on ITS when valuations for firms are collapsing.  

To put it into perspective, a decline of the multiple from 11X to 6X wipes out all of the shareholder equity that was put into ETC.  

The debenture holders are fine.  Just the common stock holders get wiped out on the ETC investment.  

I guess Our b-team Board isn't smarter than the a-team sharks at Align Capital.

[OutOfOptions]

WRONG. Most infrastructure companies have margin on their projects and use the cost to determine the revenue.  Margin will remain the same. Only thing that could cause lowered margin is, again, workforce issues since they may not be able to book revenue if they can't incur the full costs.  This would only be a delay in revenue, however.  Again, a guy completely ignorant on the

[v_guerriero]

Rekor, Itiris and Kapsch forecasted lower revenue growth and margins.  I think people working in the Industry know what they are talking about. Advice to investors here: "never trust a long that is deep underwater" They will go to great extent to make their money back.  Starting alternative investment discussion boards, creating multiple alias accounts and claiming they

[OutOfOptions]

Of course they know what they're talking about, it's you who doesn't.  I didn't say it's not possible to have lower margins, but when revenue is determined by costs, and you can't incur those costs...then you can book revenue.  So yes, in the short term these companies will take a hit, but you're talking about decade-long infrastructure projects...they will

[cabbieJBJ]

I AM NOT OUTOFOTIONS. Hahaha.