HEXO has zero exposure to Ontario to date....so why sell??Hexo has the largest single supply contract in a Canada that pretty much takes all their inventory for 2018, a pending partnership with Molson/Coors who happens to be one of the largest beverage companies in world and people sell this week right before the product starts to roll out the door??
I understand that Canopy and Aphria (which I also own shares of) were counting on a massive amount of business being guaranteed from Ontario but HEXO was not.....anything they received from ontario was a bonus. Now by the time next april rolls around this delay will allow them to have product available for Ontario and in the fall when beverages come on-Line. Plus HEXO can now offer some of their products from day #1 on-Line plus they already work with Shopify which is doing the work for Ontario.
I suspect that is why HEXO dropped less today than APH/WEED but HEXO has to be the best value out their at the moment IMO.