The Valens Company Inc. (VLNS)

[PR_12]

Interesting little panel discussion yesterday. They should have left the US company out of this, but still interesting overall. No mind blowing news here - but good if you're looking to learn about some of the challenges in this sector.

Lot's of little one liners from Everett in this - I'd suggest listening to his company intro (he goes first) then moving to the Q&A.

I'll give Valens this - their leadership sings a consistent tune. Everett talks multiple times about gaining market share, players exiting the space, and quality of product. Going out on a limb that these guys still know something the rest of us don't. He also talks about the clarity of market share shift becoming obvious "in the next few months" - interesting.

Buckle up!