I emailed Nan in relation to the quarterly, points received were:
- They haven't lost any business.
- They had to retain biomass in inventory this quarter for Sun Pharma to turn into oils. It took longer than anticipated for them to receive their TGA cert.
- Imports don't keep her up at night, not having enough PCE flower to meet demand does.
This last part is my own view (not received from Nan). I expect we will see a record 4th quarter with cheap oil production from Sun Pharma, launch of their own B2C products and a large amount of product to be sold from this gargantuan harvest that will wrap up shortly.
I emailed Nan in relation to the quarterly, points received...
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