Q: Appreciate your comments on the latest court ruling which was in favour of
Quarterhill. (although the stock fell on the news???)
Ed
Quarterhill. (although the stock fell on the news???)
Ed
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: What are your thoughts about these comments posted by an analyst on BNN Bloomberg yesterday? Is it a speculative buy?
"Quarterhill was formerly called Wilan and owns an IP patent licensing portfolio that continues to generate lots of cash. The company has been using this cash to acquire companies in the intelligent transportation systems (ITS) industry. For example, they recently acquired ETC, which processes 17 per cent of all electronic toll lanes in the U.S. through its cloud-based platform, and they also acquired International Road Dynamics, a world leader in weight-in-motion technology and traffic data collection.
The exciting news in December is that Quarterhill announced a strategic review to sell its IP patent portfolio and become a pure play ITS company. We believe that the IP patent portfolio alone is worth what the stock is currently trading at now, and that the ITS business is worth at least another $2.50 per share. So, the stock should be trading at around $5 versus $2.60 today. We really like the upside on this stock and the fact that there is a big catalyst coming to unlock value."
"Quarterhill was formerly called Wilan and owns an IP patent licensing portfolio that continues to generate lots of cash. The company has been using this cash to acquire companies in the intelligent transportation systems (ITS) industry. For example, they recently acquired ETC, which processes 17 per cent of all electronic toll lanes in the U.S. through its cloud-based platform, and they also acquired International Road Dynamics, a world leader in weight-in-motion technology and traffic data collection.
The exciting news in December is that Quarterhill announced a strategic review to sell its IP patent portfolio and become a pure play ITS company. We believe that the IP patent portfolio alone is worth what the stock is currently trading at now, and that the ITS business is worth at least another $2.50 per share. So, the stock should be trading at around $5 versus $2.60 today. We really like the upside on this stock and the fact that there is a big catalyst coming to unlock value."
Q: Do you know the status on the Apple settlement.
Is there a new trial ongoing
If they get 100M + do you see this as a game changer. Would the stock then not double quickly.
Your thoughts please ?
Is there a new trial ongoing
If they get 100M + do you see this as a game changer. Would the stock then not double quickly.
Your thoughts please ?
Q: Please provide your comments on recent earnings. Is this company making any progress? Is it worthwhile holding or should I sell. I hold it in a registered account so would have no benefit regarding taxes.
Thank you for your guidance.
Stella
Thank you for your guidance.
Stella
Q: Please provide any comments on the latest dealings at QTHR. tks Gordo
Q: Peter and His Wonder Team
QTRH just completed a $50M Convertible Debenture. Please explain in laymans term a convertible debenture.
Please give the pros and cons of this transaction. The company seems to think it is positive but as an amateur I am not sure. Thanks...your professional objective insights are always of great assistance.
QTRH just completed a $50M Convertible Debenture. Please explain in laymans term a convertible debenture.
Please give the pros and cons of this transaction. The company seems to think it is positive but as an amateur I am not sure. Thanks...your professional objective insights are always of great assistance.
Q: I would be interested in your first impressions of today's large acquisition.
Thanks.
Thanks.
Q: I have been invested in this company for many years. I'm receiving a small dividend that was cut in half several years ago. Over the years they have changed their primary operation from a patent troll to an investment corporation. They even won a court case over Apple (patent infringements) but have yet to be compensated. Are you aware of any positive corporate actions that may make Quarterhill more investable over the next few years. They are reporting next week and I am concerned that things may not have gone as well
as expected. Would you continue to hold on or would you throw in the towel.
Ed in Montreal
as expected. Would you continue to hold on or would you throw in the towel.
Ed in Montreal
Q: Please provide your comments on their earnings. Do you see any potential for future growth? How likely is it that Apple will actually pay? I am thinking of selling and adding to Photon. Would this be a good move? Thank you.
Q: looking at this company I note that the cash position is strong. They are also supposed to be receiving money from the Apple settlement which then would give them roughly $230 million net of debt. this equates to about $2 per share. Seems like there is value here. Can you contribute anything that would poke holes in my thesis that right now might be a good time to buy?
Idle thoughts also have me wondering why Apple wouldn't just buy QTRH to gain access to their other patented technologies. They are already going tp be paying what amounts to about a third of the company value.
Idle thoughts also have me wondering why Apple wouldn't just buy QTRH to gain access to their other patented technologies. They are already going tp be paying what amounts to about a third of the company value.
Q: Wondering what your thoughts are on QTRH Q4 numbers just released? Any sense in holding this company for a few more years? I've made a small profit but I'm also a long suffering share holder waiting for expectations to come true. There are things on the horizon but ...
Thanks
Thanks
Q: Good afternoon all. Can you please give us your thoughts on Quarterhill's latest results.
Thank you.
Thank you.
Q: Would appreciate your comments on the recent price moves for both Denison Mines and Quarterhill. I have been a long term holder of both at higher costs and would like your thoughts on continuing holding or moving on to greener pastures!!
Q: Stock price is up 20% over the last two weeks!! Are you aware of any news on the company to justify the increase?
Q: Just saw a post that the company has $1.50 per share cash and will collect fifty cents from every iphone sold... Is this true? That sounds like a lot of money. Will the royalty from iphones be collected retroactively, going forward or both?
How high would you put this on your conviction buy list for 2021?
How high would you put this on your conviction buy list for 2021?
Q: Good day all ! Looking for your thoughts on QTRH. I purchased in early 2020 at prices between $1.44 and $1.97 and am now standing still at +35%. Are we looking at a repeat of the last quarter anytime or do you expect this stock to move sideways as it did thoughout 2018-19 ? Thank you.
Q: Hello 5i team,
In a November 16th answer, you mentioned GSY, PHO, GH and QTRH as potential go private companies. What would make them « ripe » (ready) to be bought? What characteristics (size? Slowing growth?) would help to know that a go private transaction might happen let’s say in the next year? I am surprised you included GSY (starting soon auto financing) and PHO (some new management recently) on your short list as they seem to still have growth avenues and no financing problems.
Thank you for your collaboration, Eric
In a November 16th answer, you mentioned GSY, PHO, GH and QTRH as potential go private companies. What would make them « ripe » (ready) to be bought? What characteristics (size? Slowing growth?) would help to know that a go private transaction might happen let’s say in the next year? I am surprised you included GSY (starting soon auto financing) and PHO (some new management recently) on your short list as they seem to still have growth avenues and no financing problems.
Thank you for your collaboration, Eric
Q: Please comment on today's financial results.
Q: Have not seen any further announcements on the Apple settlement. How much of this would you think is already included in the current stock price?
Recent results and a stock buyback seems to be very positive. Do you have an opinion on the long term outlook (3-5 years) for Quarterhill?
Ed in Montreal
Recent results and a stock buyback seems to be very positive. Do you have an opinion on the long term outlook (3-5 years) for Quarterhill?
Ed in Montreal
Q: Hi there, is it time to get on the BUS, and go for a nice long ride? Momentum and volume look great, maybe a large order finally on the horizon for them? Insiders are buying!
Regarding QTRH, a lot of shares are being purchased, for cancellation by the company? Will this reflect well for their 3Q release coming soon, based on their per share numbers? Momentum and volume look good here too!
Any thoughts would be greatly appreciated.
Thanks!
Regarding QTRH, a lot of shares are being purchased, for cancellation by the company? Will this reflect well for their 3Q release coming soon, based on their per share numbers? Momentum and volume look good here too!
Any thoughts would be greatly appreciated.
Thanks!