Polar Power Inc (POLA)

[southacresdave]

Wadirum... What POLA needs is international exposure. Four things are happening right now that hopefully they can be a part of:

1. Namibia obviously. There are 400+ more towers that need to be built + back up for a certain % of them. I've heard no updates on this at all lately.

2. Huawei is involved with putting true 5G in Thailand. POLA has indicated they have done demos in the country. They are also doing electrical installation for Huawei in Namibia so they already have exposure to Huawei. Hopefully this all goes together.

3. Same thing---Huawei and Sri Lanka. Big push on 5G. Again, POLA has mentioned demos here.

4. The Philippines want to build approx 50K towers in the next 7 years. The first contract for 150 towers and equipment just went to Malaysia Edotco last week. In the past POLA has mentioned Malaysia and working with a company that has exposure through Asia and demoing with them. This is Edotco imo. The question is can they get something through this?


---If they can get international exposure soon and at the level the CEO mentioned in the cc call: "you're talking about revenues which are 4 times to 8 times the size of what they're getting here from Verizon or an AT&T." then I think we are in great shape not 24 months from now, but 6 months from now. As investors we want POLA to be selling everything their plant can produce in 2019---i.e. $48M in manufacturing capacity.

---this is the unknown factor that may be a big winner in the long run. Generac's CEO discussed it as a whole new area opening up. You could see this coming into play all over California, southern U.S., SE U.S., international.

https://qz.com/1632555/californias-wildfires-may-benefit-home-batteries-and-solar-panels/

---your point on Arthur being frugal.....exactly. He spent $44K for some reason to get that cash now. On the other hand, say they did $1.4M in March with AT&T. I don't see him paying 0.86% of that or approx $10.3K to get it immediately when he'd just have to wait 2-3 weeks to get the full amount. It's why I say the $5.2M they just got was April & May revenue only.