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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: Hi
I have asked you about these four companies before .
All have since dropped even further .
i know Lundin had a sink hole by one of its mines .
for the other companies is it just the market or i there a reason for the continual drop in price.
Should i be selling these stocks

Thank you
Howard

Read Answer Asked by Howard on September 22, 2022

Q: Dear 5i team.

I'm taking another look at QTRH, but I'm confused by the last year or so of Q+A.
In the latest Qtr, they reported what looked like breakout numbers. But, as I look fwd to next qtr, revenue goes back close to previous running rates. Can you explain what's causing the lumpy numbers? (did they sell wilan?)
In previous questions I believe the estimate was 1.50/share in cash? Is this still the case? If so, at 1.75 today, looks like a screaming buy with a 2.5% yield. What am I missing please.

Many thanks for your help.

Read Answer Asked by Arthur on July 07, 2022

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."

Read Answer Asked by Chris on January 24, 2022

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

Read Answer Asked by ed on August 03, 2021

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.

Read Answer Asked by Robert on March 11, 2021