Forum Topics VMT VMT Risks/Questions
RowZ
Added 4 years ago

Hello all,

I have got in touch with Blair Sergeant and planning to meet him in person later next week as I have some questions regarding the business structure and expansion plans. If anyone has any questions they would like me to ask I'll do my best to do so - drop them in this forum post :)

Cheers!

For anyone new to the Vmoto story (admittedly I am still quite new to it), I'd recommend having a look at the rebrand of Vmoto Soco Group and the new models coming out. Link to recent EICMA presentation: https://www.youtube.com/watch?v=MHXDnm-0e8g&t=74s


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Strawman
Added 4 years ago

Apologies for the last minute cancellation of Blair Sergeant from Vmoto.

We've re-scheduled for this coming Monday at 12:30pm AEDT.

Details on the meetings page, and direct Zoom link is here:

https://us02web.zoom.us/j/81746575003?pwd=cFMvZFgrYnQ0RFI5ZjJmb2IyR3Y0QT09

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elpaso96
Added 4 years ago

Technical difficulties :D

I will be there! Really hope Monday is a slow work day...

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Rick
Added 4 years ago

Great overview @Strawman.

The question I have is:

‘Over the last 3 quarters sales have been increasing, yet international orders have been decreasing. In 1Q21 there were firm international orders of 10702 units compared to 6067 units in 3Q21. Is there a reason for this, and will this be reflected in sales going forward?’

cheers,

Rick

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elpaso96
Added 4 years ago

Awesome overview @Strawman

My questions would center around international supply chain risk:

"How does Vmoto combat rising container shipping prices and maintain healthy gross margins in Europe?"

"Expansion to India adds another leg in logistics how does Vmoto combat costs associated with selling E-bikes in India"

"There is a worldwide shortage of labour at the ports/distribution centres, does Vmoto plan on vertically integrating logistics or is it currently done by 3PL?"



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Strawman
Added 4 years ago

Thanks Guys -- have added your questions to our Slido page.

You can add more here if needed: https://app.sli.do/event/g17pvqjj

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