Polar Power Inc (POLA)

[southacresdave]

Also, Generac is going into the DC generator business. The CEO pretty much made it clear in the cc call that they see it as the future for telecom and hybrid systems in the US and international. Yes, it's a negative, but they are also months from it + then months for demoing systems. Their CEO figures there are only 100K towers in the US backed up and 200K to go and 5g will require a good portion of them to be done. He also sees natural gas generators as the future rather than diesel. He also sees residential power supply with solar panels as a huge market.

These are all the areas POLA is going after. They only need to capture a small market share to reward us. Also, if this does become a big area of growth, it ups the ability of POLA to get bought out.

Even with small market share, if POLA sells 1000 generators/qtr we all do well here. They pretty much have the infrastructure + employees to do it. The question is can they still get the orders, can they get them out the door, and at what level of efficiency?

Even if they never get above 33% margins, on $15M in revenue that's $5M gross.