Savvy Trades and Investments

[littlefish]

POLA, hweb- looksa bit expensive to me on the surface but a whole lot of guesswork given the very short SEC reported operational history. If you back out revs from backlog burn, they haven't been doing a ton of work and only have a little over $1 mill in PPE. If they start winning some Sizeale new work it could justify the current price to me but outside that it seems a bit risky currently. Could work out well with the recent margins.

Any idea why they don't apparently have competitor names in annual? Think it said it's a competitive industry..

All imo only and off cursory glance. Good luck.