Polar Power Inc (POLA)

[southacresdave]

10Q----thoughts:

https://www.sec.gov/Archives/edgar/data/1622345/000161577418008083/0001615774-18-008083-index.htm

AT&T was $4.4M. If they can keep that level for awhile & T-mobile adds to it at a similar level (assuming so since they are doing an order for $1.9M for October alone) & Nimibia adds a follow up order for tower builds and/or hybrid power systems, then 4th Q should be the breakout quarter we are hoping for.

It said the demo with Axios for the 5 units in Sri Lanka is for 3 months. That bodes well for 2019 orders. Axios is owned by Malaysia Telecom which is huge.

One thing we all need to remember/be aware of......hybrid systems (with solar and batteries) are approx 2X what a generator only sale is. As such, orders there add up faster.

I didn't see anything surprising. They do talk about expected growth in multiple places.