Quarterhill Inc T.QTRH

FACT SHEET

[Socrates1]

Market Cap	$239.6M
Revenue (TTM)	$274.9M

Dividend Yield	2.39%

Q1 2022	0.44	0.12	$169.0M
Q4 2021	-0.08	0.02	$51.0M
Q3 2021	-0.02	0.03	$36.0M

[v_guerriero]

Dividend yield of 2.4% is not enough to compensate for inflation.  ETC/IRD don't produce cash. They consume cash.  Yield needs to be closer to 4-5% to compete with alternativesz Look at 5y yield on Canada Guvvie's.  5Y GIC will be above 5% next week.   WiLan biz is dead.  WiLan txn will be out on hiatus.  All you are left with is a cash consuming ITS

[cabbieJBJ]

There you go fans of this bullboard.  One poster lays out FACTS.  Another rebuts with SUBJETIVE SPECULATION, which are presented as if they are facts.  Just know what you're getting.

[v_guerriero]

Here is a fact. Rekor collapsed to below $2.00 today.  I guess there "was" a better time to be in ITS.  

[cabbieJBJ]

You neglected to put perspective on "COLLAPSE" vg. $1.9911 ETC is not REKOR, and you know it!  ETC and IRD have a long term growth profile. In the past 24 months, they have signed long term contracts valued at USD $427M (FACT).  This does not include option extension periods, nor does it include change order revenue, which you know ETC pegs at >8x to origninal

[v_guerriero]

Here is my speculation. WiLan will not be sold.  It will be given away as an employee takeover with Jim Skippen as chair of the private firm.  It will be sold to investors around allowing the company to focus on ITS.   The catalyst will be a zero WiLan revenue print for Q2 and questions surfacing on how much cash Quarterhill has net of debt, patent finance obligations