VMT 6.45% 16.5¢ vmoto limited

Ann: Vmoto's 1Q24 Market Update and FY24 Guidance, page-11

  1. 1,048 Posts.
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    look at European e-bike and e-moped registrations. It has nowhere near collapsed to the extent that Vmt sales have reduced.

    we are being fed the narrative that this is market drive decline, when in reality VMT has been a one trick pony on the consumer side and first mover on the B2C side which has since dried up.
 
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