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wayne tang

T3 · host / generalist
1 call·1 name·100% bull·last heard last month·TBPN
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Lime IPO: last man standing in micromobility with vertical integration and 50%+ cash margins

Lime is the only profitable, scalable micromobility player. Vertical integration (hardware, software, operations, government relations) enables 50%+ cash margins on $7.50/day/vehicle, sub-1-year payback. Winner-take-most market dynamics favor scale leader.

TBPN2026-07→

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$LIME
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Lime
HIGHwayne tang·TBPN·last month· position
Lime IPO: last man standing in micromobility with vertical integration and 50%+ cash margins
Lime is the only profitable, scalable micromobility player. Vertical integration (hardware, software, operations, government relations) enables 50%+ cash margins on $7.50/day/vehicle, sub-1-year payback. Winner-take-most market dynamics favor scale leader.
"Our average vehicle is generating $7.50 of revenue a day. We have to charge the vehicle, fix the vehicle, use spare parts, make sure it's positioned the right place at the right t…"
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