I will concentrate on the pro argument for Supreme because I think the pro argument for Tweed is obvious (long TWD too).
The growing operation that Supreme is pursuing is bound to be much smaller in size but that may be a positive in a time when there are still too many growers and not enough customers affecting profitability of behemoths like Tweed. Lots of capacity to grow at Tweed but not enough customers yet. The delay in completing a move to MMPR legislation will hamper the bottom line of larger facilities and they also will rely on full legalisation before maximum profits can be realized.
The amount you pay for Supreme is substantially less. Most of that is because it is very speculative at this time but it also does not yet garner the headlines it could if the pending deal goes through.
Conclusion
Strong Buy but speculative. Buy because you believe in the management, buy because you see the potential and exuberance of investors in the sector, and buy because its a good trading stock too.
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