Some times the market is irrational for a limited period of time. I guess taking advantage of that temporal irrationality is how Warren Buffet became a billionaire.
I wouldn't be adding to my position on Tweed, not even at these prices. I will be buying Bedrocan instead in the fall. They have a 10 year head start in growing weed. They helped HC setup the rules for the MMPR. Most experience LP out there.
Don't get me wrong I think Tweed is a great company. It will make you money "one day". They just need to streamline their operation and get their grow rooms built.