Polar Power Inc (POLA)

[southacresdave]

I will start off with saying I'm disappointed in Q4 revenue. It's too light especially with the carryover that "should" have occurred from Q3 being light. They obviously have issues with ramping up manufacturing. They said it themselves in the pr---to get more orders and market share they need to show they can deliver. So far they aren't doing that very well. How do they take on international orders of large size when they can't handle the US market efficiently? This is how small companies with great products lose out on potential growth. I'm sure the manufacturing capacity is greater than $10M/qtr now, but how much more?

One potential positive point we haven't really discussed that relates to the future.....from pr and their R&D:

"new technologies related to natural gas generators, lithium battery storage systems and efficient integration of renewable energy with DC power supplies" and "target what we believe to be a significant market opportunity in the industrial, commercial and residential power generation markets"

= non-telecom market they are looking to go after combining their DC generator + natural gas with the increasing use of solar polar arrays by residential and commercial in the US.