
TSE:QTRH
This summary was created by AI, based on 2 opinions in the last 12 months.
Quarterhill Inc (QTRH-T) is currently facing significant challenges as it pivots from technology patents to transportation sensors. While there has been some improvement in sales momentum, revenues remain inconsistent and the company has historically been an underperformer. The experts express skepticism regarding the effectiveness of the strategic pivot, which looks promising in theory but has not translated into tangible results. One expert notes that their firm holds debentures with a 6% interest coupon and intends to cash out when they mature, reflecting a cautious approach towards the equity side of the business. Overall, there is a consensus that, despite potential market opportunities, the road ahead for Quarterhill remains uncertain and fraught with risks.
He owns it and likes the 3% dividend. What has changed is the new CEO that he liked that quickly got shown the door. This is on his buy list and they will win a minimum of $10 million in a lawsuit against Apple. Yield 3%
Lost 6 million dollars this past quarter, but the earn out is positive. Looks bad, because they had to pay $10M. The CEO comes from OpenText, and they are looking to make acquisitions. A conservative management team. In court with Apple, and they won. They could win up to $110M. The decision will come out in January. (Analysts’ price target is $4.84)
He owns this. They have expanded their patent litigation business. They are currently involved in a case against Apple. They won the first round for $145 million, but are on hold for the next stage. They have virtually no debt, but very lumpy earnings. It is still on his buy list. Yield 3.5%