Quarterhill Inc T.QTRH

The stagflation age for ITS is here

[v_guerriero]

Rekor Systems has seen cash dwindle every quarter, costs explode and revenue increasing gradually.  Stagflation is here in ITS.  Now they are issuing even more stock and still running out of cash.  

Net Cash / share
Q121 - $2.36
Q221 - $1.95
Q321 - $0.79
Q421 - $0.54
Q122 - $0.31
Q222 - $0.22

Adjusted EBITDA $M
Q121 - (3.1)
Q221 - (2.9)
Q321 - (6.7)
Q421 - (9.0)
Q122 - (9.2)
Q222 - (11.1)

Should be very careful wishing for an M&A transaction given how brutal inflation is decimating this low margin industry.  

Stagflation is already here in ITS.

[cabbieJBJ]

So REKR, a company with most recent quarter revenue of $4.3M and TTM of $13.7M, establishes the outlook for the ITS industry.  No wonder you're known far and wide as weewee, the little guy.

[v_guerriero]

I don't think you know what you own. If you exclude the fact that tolling back office operations is a high infrastructure cost business, the value-added opponent of what ETC does and charges for is very small.  Just because Rekor doesn't deal with paying Microsoft Azure fees and all of the tolling operations that are then passed on to the customer, doesn't make ETC a better

[cabbieJBJ]

I feel that I have a grip on the ETC business.  My assessment is different than yours.My track record is at least as good as yours.   On ignore.  Your posts are either manipulative, incomplete, self-serving or dead wrong.  There is little, other than you, to consider on this board anymore!  Buy, bye!

[v_guerriero]

I no am sure you are a good person.  You probably give people second and third and even fourth chances.  But to be successful in investing, you have to realize that to rise to these positions in these companies that they are not good people.   Then you realize that it all depends on the people and people make the same mistakes over and over again. When you see the chair of the