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  5. QTRH: Results could be described as stable, but I don't like the fact that they had to renegotiate covenants, and that the extension goes only until September30, 2025. [Quarterhill Inc.]
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Q: Results could be described as stable, but I don't like the fact that they had to renegotiate covenants, and that the extension goes only until September30, 2025.
Your opinion on both the results and the covenant issue would be most welcome.
Thanks folks!
Asked by Robert on August 15, 2025
5i Research Answer:

True, extensions are never a great sign. Especially for a company that used to have a boatload of cash, and now has net debt of about $56M.  The company has now had four years of losses, and cash flow was negative in the quarter. The restructuring should help, if the company can save $12M in costs. 12-month cash flow was about $6M, but interest costs were $9M last year. An improvement is certainly needed here. Sales rose slightly and beat estimates. But the loss of 8c a share missed estimates of -6c. EBITDA of negative $3.7M missed estimates of -$1.4M. All in, we have a very small company with some new financial risks, and a horrible record of creating value, no longer paying a dividend, with negative stock momentum, while most every other stock is doing well. It is very hard to endorse this on the 'hope' of a turnaround.