VMT 10.7% 12.5¢ vmoto limited

Price, page-11

  1. afd
    2,133 Posts.
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    Hey V

    Yep. I get what you say about 'knowing' a lot about what was in the report. Old / serious holders like you and me would have been familiar with a lot of the stuff.

    The target market for these reports though is investors who need an introduction to the company.

    Even having said though that, it was a powerful read coz it pulled together many aspects of the operation and is a 'succinct' read that 'hits' you.

    It is easy to forget sometimes what a great biz this is.

    But hell. That bit about Soco China sales not being the 'dominant' contributor that (you and) I thought it would be is an absolute game changer.

    Vmt has the whip hand. In fact it has 2 whip hands.

    It confirmed that current op has the capacity to deliver sales growth x10. It validates Charles comments about the current op being a $600m business before any further infrastructure reqs are needed.

    I have been trying for 18 to 24 month to get an accurate handle on the relative positions of Vmoto v Soco. And today I discovered we (VMT) are in kick arse territory!!!!!

    Happy days V. You will be able to buy back the car you sold to buy in at 14c (lucky bastard). Hell. Put in an order for a new boat man!!

    Cheers
 
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