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POLA interview on international:

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southacresdave   Wednesday, 09/04/19 09:42:38 AM
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POLA interview on international:

https://www.alphadirectadvisors.com/wp-content/uploads/2019/09/POLA_Management-Series_alphaDIRECT_September_ADA_format_2019_FINAL_II.pdf

Arthur goes on about potential, but in doing so he also states that they aren't competing on upfront cost with A/C generators internationally and it's the #1 thing these telecom companies are looking for. The second thing is that international wants companies to do all the monitoring and maintenance on sites as follow through in the future. That's great if it's Namibia where POLA has a team (doing who knows what), but in other countries of the world they can provide minimal follow through services (unless POLA plans on building teams in every international country they get a contract in). The third thing he discusses is the need for more application engineers for sales and support. Again, odd that they aren't running new ads for this. It's an interesting interview that surprisingly shows all the weaknesses of the company while trying to show there are strong opportunities. Sort of like the last cc call.

Imo, they are at the point where they need to partner up with a large international company with worldwide presence who wants access to US market. Otherwise POLA may be too small and their access to additional capital too limited anymore to grow to the size needed to get costs down and support up.

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