Big Tobacco - Landeywyck
TEA LEAVES REPORT
The corporate language behavior of Ryan changed suddenly and in a material fashion in November 2021, which points out to a change in strategy.
Ryan was previously pushing out the fact that they had sold theiri initial 500,000 pod order in priming the market through Eson to a client in Europe and, that in January 2022 they are ready to sell out their entire production line of 10 million pods. Each 2 months, production would be doubled. Ryan was looking forward to building the China plant. Ryan was pushing out youtube videos with excitment and, also pushing out monthly newsletterrs.
Then a sudden change.
Silence. No more youtube videos. No more China plant. No 2nd order from Eson.
Body language is clear: Something material has happened for this change in behaviour.
So what can it be. We will speculate of course as no one knows until we all know.
Ryan pointed out that BIG TOBACCO was watching very closely and with interests, that they were in awe of poda pods.
This is what we believe happened. The first 500,000 pod order sold to Eson and then sold to a European client for white labelling went to Landeywck. The big Tobacco company which was following Poda closely was BAT and Landeywck.
Landewyck received the first 500,000 order and in the course of white labelling the product they changed their approach. They wanted a closer relationship with Poda and wanted more control over the operations.
Landewyck approached Poda and discussed the possibility of a partnership so as to be more efficient. An offer was made to Poda to defer their investment in a China plant and instead use the 6 manufacturing plants owned by Landewyck which could produce 8 billion pods per year. Landewcyk would have wanted their own man on board to ensure that everything runs smoothly at Poda and, Chistophe Tepr was offered the job to guide Poda as he has managed previous hyper growth.
Poda would still keep Eson but for the China operations since Landeywck does not distribute there. Eson 2nd order was put on hold while developpements occurs.
The lawyers in the Poda - Landewyck had them sign a non-disclosure agreement and, Ryan was advised that he was to stay silent, otherwises he risks the possible Poda Landewyck partnership deal.
Stay tuned for more developments,
T
My personal opinion,