Strategic Matrix

Hi All

Lots going on. I think the company is doing its best to have a player in most categories. Hopefully that is way forward volume wise without letting margins suffer.

Anyone want to play?

Brand / Ownership

Model

Lifestyle

Urban Mobility

Fleet

Point of Difference

Production

Support Network (the Big One!)

Standard

Premium

Standard

Premium

Utility

Personailsation

Style

Maintenance

Charging / Battery Swap

Soco

Cu Mini

Yes

My Soco

Nanjing

?

?

CUX

Yes

Yes

My Soco

Nanjing

?

?

CPX

Yes

Yes

Ad-Moto Box

My Soco

Nanjing

?

?

Wanderer

Yes

Yes

My Soco

Nanjing

?

?

Hunter

Yes

My Soco

Nanjing

?

?

TC Max

Yes

My Soco

Nanjing

?

?

Emax

VS1

Yes

Ad-Moto Box

Nanjing

?

?

VS2

Yes

Ad-Moto Box

Nanjing

?

?

VS3

Yes

Ad-Moto Box

Nanjing

?

?

Vmoto

On-R/Off-R

Yes

Morten/Pininfarina

India?

?

?

CUX Ducati

Yes

Ducati

India?

?

?

F01

Yes

Yes

Ad-Moto Box

Morten/Pininfarina

India?

?

?

F02

Yes

Ad-Moto Box

India?

?

?

F03

Yes

Ad-Moto Box

India?

?

?

Stash

Yes

Morten/Pininfarina

India?

?

?

Acquisition?

GoGreen / Greenriders?

GoGreen / Greenriders?

GoGreen / Greenriders?

GoGreen / Greenriders?

GoGreen / Greenriders?

GoGreen / Greenriders?

GoGreen / Greenriders?

GoGreen / Greenriders?

GoGreen / Greenriders?

GoGreen / Greenriders?

GoGreen / Greenriders?

GoGreen / Greenriders?

Brand / Ownership
Hopefully all these developments provide the trigger for dual listing (seeded by a reduction in holdings by Charles and a few other mega holders).

The low (extremely low) average daily share sales is providing an excellent environment for the manipulating spivs. A Euro dual listing would fix that I think.

The Battery / Charging / Exchange / Maintenance network hopefully gets kicked off at Eicma.

Cheers