Polar Power Inc (POLA)

[wadirum1]

As always, I really appreciate the great discussion here. Not many voices, but quality over quantity!

And I like what I am seeing from POLA, in terms of revenue build and the recognition that they needed big-time talent to run their growing production. And I like the idea of a $5M per month run rate target, with stable margins.

Also glad to see them working with Toyota and Bosch -- two for-real companies that don't mess around. I would liked to have heard more about that collaboration.

I was more reassured than in past calls that management is up to the task here. International seems to be building up, and then there's the military.

I'm very glad I loaded up in the low 4s. I already had too much and had no business buying more. But I might buy even more if there is any weakness today.

One area I wasn't clear about was the discussion with Marcin about the Data Center. Sounds like this is a back-burner project, so kind of irrelevant for now. But for some reason I wasn't aware of this project.