Polar Power Inc (POLA)

[southacresdave]

ebase22... I think the most conservative way to put it is that backlog is probably now $10-$11M or higher starting Q4 with all orders being delivered by Jan 30th. This does not include additional orders for the quarter. Verizon and AT&T are good at continuous small orders.

Of the $7.5M, I'd say $4.5M of it could easily be T-mobile. Since they already did $1.8M for October alone, we could conservatively say that they are doing $1.5M for the next 3 months after that. Perhaps the rest of the orders are larger ones for AT&T or VZ related to the hurricane? The absolute best scenario is that ALL of it came from T-mobile. We won't really know till earnings. I've never had any luck getting an ounce of clarification from POLA's IR group.

What they need now is for the Africa show to go really well.