For me this is a long term play. I am looking out 5 years and cannabis is legalized in Canada. If they have reasonable regulation on the production of cannabis for commercial use - then we win big. Same goes if the European Union or United States completely legalizes the medical use of cannabis and if that leads to an international cannabis trade - we win. If we could trade with California alone, we win.
Then there is production - I think that is what is important right now. They have one really big safe, and apparently they are building another one for Tweed Farms - their job now is to fill them up and do some business, can't wait to see their inventory numbers. We know they are selling hundreds of kilograms a quarter now, but surely they are growing more that that!
There are not too many scenarios that can come about where we lose big. If all licensing and regulation on the production, distribution and sale of cannabis were to be outlawed by the Supreme Court of Canada - that would be bad. If the rest of the world loses interest in medical marijuana - that would be bad. Canadian mmj patients are important, but in the future I am hoping it is a small part of the business Tweed does.
I love this stock.
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