Great discussions on POLA. Hweb, I really appreciate your caution. And excellent synopsis, Worthylion.
I, too, heard the confusion over the sequential/yoy increase for Q4. I also wasn't sure if the $1.7M backlog was true as of the day of the call or as of the end of the quarter (I think they at one point said "now", but perhaps they meant the end of Q3).
The 57 unit order for PR was apparently followed up with an order for 100, which might mean another $2M. And then if they are getting even more orders... Well, I guess time will tell.
If they can get back to the track they seemed to be on a year ago, then I don't see why they might not get up to those same prices -- maybe $7 or $8?
The wild card is international. If those orders start coming in, then it could move still higher.
I am obviously NOT an investment advisor.
