EICMA 2022, page-105

True dat. The understanding of VMT we have collectively as a group, seems to have been deciphered by years of swotting and sleuth work on Hot Copper, with some notable contributions. I was thinking today that this Hot Copper VMT research team here should put together a quarterly briefing - it would contain a lot of useful info - I reckon the folk on here know more about VMT than anyone save the VMT CEO. I cannot fathom how a new Insto investor could piece together an understanding of VMT and valuation based on meaningful assumptions in a reasonable amount of time. I reckon the VMT bloke here in Australia is probably in the dark himself, on what is happening with VMT overseas, half the time.

While some would like to focus on the minutiae of the five minute share price intervals within the day (mugs game that stuff), I think there’s a bigger picture - don’t forget to look at the forest as well as the trees and twigs. A bit more might be needed to get the VMT story out and sustain meaningful share price rise for the years to come. Share price was down today, might be up tomorrow? Could be down half a per cent at 11:59am tomorrow. Who knows or cares.

Have a good night
HB