RE:RE:RE:Adastra contract ISCFA do you mean undercutting on price? All deals in the industry are short term deals. So perhaps adastra can get deals signed and serviced in the short term. But their debt is much higher than NL. Also, NL's tech is supposed to allow efficiency at SCALE. As the industry grows and orders needed become bigger, who can provide the best prices then?
Market Share for extractors doesn't exist right now. For one, the market is brand new. More and more 2.0 companies are entering the space. Also, all deals are short term. Labs and Valens found out this year that they can't sign the multi years deals anymore. A company could sign with Adastra now, and switch to NL next year (or vice versa) if the numbers are more attractive. LABS and Valens thought they had market share....
I agree with PP's consistent claim that it will come down to who can provide the molecules at the best price amd within needed timeframes. Efficiency will be king. NL says they have the most efficient tech - this will be seen in the years to come. Anything else is just conjecture.
jmo.