Polar Power Inc (POLA)

[was condor888]

I think management should clearly identify the fixed investments they are making in Namibia, Australia, international, new plant etc. So shareholders can clearly see how specifically Tier-1 U.S. Telecom segment is performing. Even with 30% margins, sales of over $8.0 million should have enough contribution margin to show a very profitable model that we need more of. Problem is blending all these fixed investments is not letting us see clear picture. There current lower pricing has made them cost competitive with over $4.0 billion dollar market segment controlled by AC generators. I think Polar U.S. telecom market is highly profitable (by itself) if we can peel this onion and see the real picture. Then we can determine clearly how profitable these other outside investments will be in the near term or future. Shareholders like me can be very patient once I can see that future even if it takes another year or so. With competitive pricing (current) and superior product should not take much to reach $100 million in sales.