Sign in

    Jeff Kobylarz

    Research Analyst at Diamond Bridge Capital

    Jeff Kobylarz's questions to Polar Power (POLA) leadership

    Jeff Kobylarz's questions to Polar Power (POLA) leadership • Q1 2019

    Question

    Jeff Kobylarz of Diamond Bridge Capital asked for an update on the new LPG generator's market readiness, its potential pricing, the impact of tariffs, and the status of the manufacturing restructuring.

    Answer

    CEO Arthur Sams stated that the LPG generator was awaiting EPA certification, a process expected to take four to nine weeks, and noted the new engine could lower product prices. He confirmed tariffs were affecting steel and aluminum costs but that the company avoids Chinese electronics. Sams clarified that the restructuring involved hiring new full-time managers, not consultants, who are implementing new ERP systems, with the biggest bottleneck remaining material planning and supply chain management.

    Ask Fintool Equity Research AI

    Jeff Kobylarz's questions to Polar Power (POLA) leadership • Q4 2018

    Question

    Jeff Kobylarz of Diamond Bridge Capital asked for confirmation that the $16 million backlog would be fulfilled in the first half of 2019, inquired about revenue expectations for the second half of the year, and sought details on the new Bosch/Toyota engine product launch, including its market reception and materiality.

    Answer

    COO Rajesh Masina confirmed the backlog fulfillment timeline but clarified that Q1 would still see ramp-up inefficiencies before results improve in Q2. He stated it was premature to give H2 2019 guidance, as the company is focused on increasing supply to meet demand. CEO Arthur Sams and COO Rajesh Masina detailed that the new Toyota engine, with Bosch controls, will be released first to the telecom market for both prime power and backup applications, where it is expected to be well-received. They noted that while there is excitement, there is no meaningful backlog for the new product yet.

    Ask Fintool Equity Research AI