Mega Deal TBA with Poda (Blackout period at this moment)I am of the opinion that Poda will be announcing a MEGA Tobacco deal with a MAJOR COMPANY (most probably Philipp Morris).
For those who follow Ryan, you know that he is extremely expressive, open, transparent and out there for the shareholders, doing youtubes and conference calls. He answered all emails, phone calls, etc...
Since December 2021, Ryan has been tight lipped and very quiet, which is contrary to his nature. Eson has also been very quiet.
If you remember in prior conversations, Ryan said that Demand was not an issue, it was supply that was a concern. He said that he could easily sell millions of pods per month for many months but then would face supply constraints. He did not want to flood the markets and then hit supply issues. He preferred going about it more slowly for the long term.
Therefore is DEMAND is not the issue, why would he be very quiet????
For me it has to do with negotiating a MEGA deal with BIG TOBACCO and, signing of confidential non disclosure clauses. It is possible that ESON is also part of this deal.
Lets see if I am right.
My pesonal opinion,