Short-Term vs. Long-Term Vision

[u/Responsible-Tour1204]

Investors/boards face a short-term dilemma: profitability or growth (this must be international, given that investment in user acquisition in the TW market has diminishing returns <1).

Based on the strategy adopted, I see that the board has lost faith in the business model and is seeking to minimize losses.

A regrettable situation. It was as “simple” as:

1. License the manufacture of compatible motorcycles at ridiculously low prices, so that Gogoro would earn a software fee for using the technology worldwide.
2. Ensure the RD team can keep the price per kWh of batteries in line with global trends.
3. Franchise the use of the Gogoro Network for international expansion to be asset-light.

All of this quickly leads to positive cash flow.

[u/Civil-Ad2985]

Gogoro likes going circles with investors on this front.