Syh

[Syh @Shang75244162]

@canna_smith @UseThouBrain Given these incentives, I would argue that his financial interests may be more aligned with those of retail shareholders than those of other decision-makers. I’d be interested to hear his perspective on the deal and how he believes it creates value for OGI shareholders. 2/2

[Syh @Shang75244162]

@canna_smith @UseThouBrain I’d really like to hear from @AgeFinn on this deal. As the former CEO of Sanity, he stands to receive millions of OGI shares through an earn-out, with a floor price of $3 per share. He is also part of the OGI leadership team backing the Aurora acquisition. 1/2

[Syh @Shang75244162]

@UseThouBrain I didn’t mean to speculate. I was asking legitimate questions. And respectfully I wasn’t expecting you to have all the answers. I was adding to the discussion. After all, we need to have more answers and clarity before December voting.

[Syh @Shang75244162]

@UseThouBrain Yes, they used VWAP for Aurora. But that doesn’t really address my point.

With Sanity, OGI was willing to use a $3/share valuation as part of the transaction structure, effectively recognizing significant upside in its own shares.

[Syh @Shang75244162]

@UseThouBrain That’s management’s job. They have to show the math. Are they undervaluing our own share (they don’t believe in their own investment thesis put forward in September investor session)? Or are they actually valuing Aurora more than the headline value?

[Syh @Shang75244162]

@UseThouBrain That’s the problem for us current ogi shareholders. We are issuing up to 346.8 millions shares at 1.33$ (141 to BAT and up to 205.8 to Aurora). Now if we do rerate after Q4 as you (most of us) are expecting, suddenly the price paid for Aurora is going up, will it still worth it?