Polar Power Inc (POLA)

[ebase22]

This is something that they need to address seriously and credibly in the CC - how they see telecom demand for backup power in the relation to the business cycle. Is this something they have to do in the next year or two and therefore it is somewhat recession proof? Or is the timing flexible, and therefore if capex budgets get slashed, POLA is in deep trouble?

Amongst other things, they have a lot of explaining to do.