VMT (ASX) Vmoto and Social Media

Originally posted by afd: ↑

Hi all

A few random observations about social media feeds.........

I find this interesting because it is sorta a new market segement.....B2G..........Government authorites placing 'free' 2W EVs at stations. The 'last mile' delivery is 'commuterts' not food / groceries ecomm purchases...................

I find this interesting because it represents an example of another sales pipeline..........Vmoto linking up with intermediary rental companies.............another Cooltra or Greenmo?............But this time the service is rebadged as Vmoto Rent (but underpinned by 3rd pary in Lokki..............

All adding to the 'one stop' concept offered by Vmoto especally in regions where they bought back the master franchise.

Maybe that will make Cooltra try even harder guven that they have in house competiton? One of the advantages of having the CPx in the Vmoto stable? The primo Euro model in the segment?

Hopefully the ongoing rollout of the EV ecosystem (Vammo Battery Exchange stations, alliances with Shell /Raizen) and the accompaniment of fast charging batteries / charge stations will see the Vammo / Latam market start to grow exponentially in the latter part of '24 and into '25. Need the infrastructure in place to enable this and Vmoto's move into excahnge and rapid charge networks will hopefully enable this (thanks to like minded partners).

My recollection is that Vammo shooting for 150 stations in the short-term but with tat $30m and partners hopefully that is just the start.

I know I was driving peopl nuts with my ramblings about battery excahnge stations etc last year. The unfolding of this stuff though seesm to be setting the stage for a sales surge (hopefully this financial year).

I liked @DAK123 's post about the role of fast cahrging batteries on the thread. I am still trying to nut out why the emphasis in LATAM is the battery exchange station network, whilst in Indonesia, it appears to be the the ecosystem is getting its start via the fast charge stations / batteries.

One last thing, the Malaysian market is showing some signs of greenshoots too. I like thay have sold (admittedly only a small number so far) some more of the marked up 'police' models to one of its first B2B/B2G clients.........................

God that's a bit of a rant.

One last last thing.....hopefully the silly season is almost done. EOFY sell off and small parcel buyback thingy almost done?

Cheers

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Vmoto rent:

Gave me cause for pause. I thought they might be throwing risk and capital management out the window when I read that Lokki wasn't a rental operator just a software provider. No so it seems.

Lokki:

The simple and all-in-one software for equipment rentalsEverything you need to pilot your equipment rental business, and grow your business

Turn key service:

For once the devil that is in the Vmoto Rent headline is cancelled in the detail.

Your rental activity.

The all in one platform that allows you to manage your rental activity in the dealership.

Unmarketable parcels:

There doesn't seem to be anything being sold on the ASX. Only $22k of sales since the 9th.

Probably makes sense for the broker to find Mr deep pockets and sell off market at a VWAP given the totol absence of any meaningful liquidity.

Quarterly Update.

Looks like we have to wait for the quarterly to find how much 6 sales here and 6 sales there adds up to across the distribution network. Let's hope they need to change the small loss forecast to a not so small profit.