Someone correct me if I'm wrong, but perhaps because the IPOs shot the stock price up on hype, then we (TWD) had a poor first shipment, a poor dealing with RCMP, followed by a price dip. I think TWD is still looking good for the next couple years, but I think after the first impression people are a bit more wary (and I think that has been reflected by declining volume).
SPRWF / SL looks to be in a position for several acquisitions, several potential MMPR licenses for their facilities, and perhaps in a better LONG position than TWD given the fact that its first acquisition has produced MMJ under the old MMAR program AND is still producing because of the aforementioned Supreme Court ruling by our good buddy 'mmzar'...
Contrastingly, TWD's cannabis needed to undergo irradiation to ensure quality control, and they attempted to beef up their supply on their first shipment by purchasing cannabis produced from the old MMAR producers. It's too bad the RCMP confiscated it, because the weed was "legal" prior to April 1st, and Health Canada approved the whole dealing. Tweed was honest, took the necessary steps in notifying authorities of the trade in Kelowna, and still got burned because our judicial system is a real mess...
I can't foresee these problems with SPRWF because their first acquisition supplied quality product to the existing patients under the old MMAR program. TWD was venturing into unchartered territory with their product, but Stadnyk has chosen a wise first acquisition IMO.
Again, I could be wrong, but I'm just connecting a few dots... I'm sure there are much more complete answers out there!
Good luck to all!