May. 13 at 1:19 AM
$OGI from ER call , a read between the lines. Incompetent (in cannabis) BAT management decided to manufacture some prerolls and other products in house due to supplier CCAA.
As results, they also reduced orders with Vallens (
$SNDL ), messed up own production and lost Q sales. Moreover, OGI lost market share to Jeeter which is now exclusively produced by Vallens.
This is informed assumption 50/50