SNDL Inc. Holds 10.9% Stake in Village Farms International

Ticker: VFF · Form: SC 13G/A · Filed: Jan 31, 2024 · CIK: 1584549

Village Farms International, Inc. SC 13G/A Filing Summary
FieldDetail
CompanyVillage Farms International, Inc. (VFF)
Form TypeSC 13G/A
Filed DateJan 31, 2024
Risk Levellow
Pages3
Reading Time3 min
Sentimentneutral

Complexity: simple

Sentiment: neutral

Topics: institutional-ownership, passive-investment, amendment, cannabis-sector

Related Tickers: SNDL, VFF

TL;DR

**SNDL still owns 10.9% of Village Farms as of year-end 2023, a big passive stake.**

AI Summary

SNDL Inc. (formerly Sundial Growers Inc.), a Canadian cannabis company, filed an amendment to its SC 13G/A on January 31, 2024, disclosing its beneficial ownership in Village Farms International, Inc. As of December 31, 2023, SNDL Inc. beneficially owned 10,000,000 common shares of Village Farms, representing 10.9% of the company's outstanding shares. This filing indicates a significant, but passive, stake held by SNDL in Village Farms, which could influence future strategic decisions or market perception for both companies.

Why It Matters

This filing reveals a major institutional investor's continued significant stake in Village Farms, which can signal confidence or potential future strategic moves, impacting the stock's perceived value.

Risk Assessment

Risk Level: low — This filing is an update on a passive investment, not indicating any immediate high-risk actions or significant changes.

Analyst Insight

Investors should note SNDL's continued significant, but passive, stake in Village Farms, which could be a long-term strategic holding. Monitor future filings for any changes in ownership percentage or a shift from passive to active investment intent, which could signal a change in strategy for either company.

Key Numbers

  • 10,000,000 — Common Shares Beneficially Owned (The total number of Village Farms International, Inc. common shares beneficially owned by SNDL Inc. as of December 31, 2023.)
  • 10.9% — Percentage of Class (The percentage of Village Farms International, Inc.'s common shares outstanding beneficially owned by SNDL Inc. as of December 31, 2023.)
  • December 31, 2023 — Date of Event (The date as of which the beneficial ownership information was reported in the filing.)
  • January 31, 2024 — Filing Date (The date this SC 13G/A amendment was filed with the SEC.)

Key Players & Entities

  • SNDL Inc. (company) — the reporting person beneficially owning shares of Village Farms International, Inc.
  • Village Farms International, Inc. (company) — the subject company in which shares are beneficially owned
  • Sundial Growers Inc. (company) — former name of SNDL Inc.
  • Alberta, Canada (company) — place of organization for SNDL Inc.

Forward-Looking Statements

  • SNDL Inc. will maintain its passive stake in Village Farms International, Inc. for the foreseeable future. (SNDL Inc.) — medium confidence, target: Q4 2024
  • Village Farms International, Inc.'s stock price will not see significant immediate movement solely due to this passive filing. (Village Farms International, Inc.) — high confidence, target: Q2 2024

FAQ

What is the purpose of this SC 13G/A filing by SNDL Inc.?

This SC 13G/A is an Amendment No. 2 to a Schedule 13G filing, indicating an update to previously reported beneficial ownership information by SNDL Inc. regarding its stake in Village Farms International, Inc. as of December 31, 2023.

How many shares of Village Farms International, Inc. does SNDL Inc. beneficially own?

As of December 31, 2023, SNDL Inc. beneficially owns 10,000,000 common shares of Village Farms International, Inc., as stated in the filing.

What percentage of Village Farms International, Inc.'s common shares does SNDL Inc.'s ownership represent?

SNDL Inc.'s beneficial ownership of 10,000,000 common shares represents 10.9% of the class of Village Farms International, Inc.'s common shares outstanding, according to the filing.

Under which rule was this Schedule 13G filed?

This Schedule 13G was filed under Rule 13d-1(c), which typically applies to passive investors who own between 5% and 20% of a company's stock and do not intend to influence control.

What was SNDL Inc.'s former company name?

SNDL Inc.'s former company name was Sundial Growers Inc., with a name change date of 20190131, as indicated in the filing.

Filing Stats: 790 words · 3 min read · ~3 pages · Grade level 10.5 · Accepted 2024-01-31 16:48:48

Filing Documents

(a). Name of Issuer

Item 1(a). Name of Issuer Village Farms International, Inc. (the “Issuer”)

(b). Address of Issuer’s Principal Executive Offices

Item 1(b). Address of Issuer’s Principal Executive Offices 4700-80 th Street Delta, British Columbia Canada V4K 3N3

(a). Name of Person Filing

Item 2(a). Name of Person Filing SNDL Inc.

(b). Address of Principal Business Office or, if none, Residence

Item 2(b). Address of Principal Business Office or, if none, Residence #300, 919 - 11 Avenue SW Calgary, Alberta Canada T2R1P3

(c). Citizenship

Item 2(c). Citizenship See Row 4 of the cover page.

(d). Title of Class of Securities

Item 2(d). Title of Class of Securities Common Shares, no par value (the “Shares”)

(e). CUSIP Number

Item 2(e). CUSIP Number 92707Y108 Item 3. Not applicable.

Ownership

Item 4. Ownership The aggregate number and percentage of Shares that are beneficially owned by SNDL Inc. are set forth in rows 9 and 11 of the second part of the cover page to this Schedule 13G, and such information is incorporated herein by reference. The number of Shares as to which SNDL Inc. has sole voting power, shared voting power, sole dispositive power and shared dispositive power is set forth in rows 5, 6, 7 and 8, respectively, on the second part of the cover page to this Schedule 13G, and such information is incorporated herein by reference. Neither the filing of this Schedule 13G nor the information contained herein shall be deemed to constitute an affirmation by SNDL Inc. that it is the beneficial owner of the Shares referred to herein for purposes of Section 13(d) or 13(g) of the Securities Exchange Act of 1934, as amended, or for any other purpose, and such beneficial ownership is expressly disclaimed.

Ownership of Five Percent or Less of a Class

Item 5. Ownership of Five Percent or Less of a Class If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than 5 percent of the class of securities, check the following .

Ownership of More than Five Percent on Behalf of Another Person

Item 6. Ownership of More than Five Percent on Behalf of Another Person Not applicable. Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company Not applicable.

Identification and Classification of Members of the Group

Item 8. Identification and Classification of Members of the Group Not applicable.

Notice of Dissolution of Group

Item 9. Notice of Dissolution of Group Not applicable.

Certifications

Item 10. Certifications By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Dated: January 31, 2024 SNDL Inc. By: /s/ Matthew Husson Name: Matthew Husson Title: General Counsel & Corporate Secretary

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