Bedrocan Cannabis Corp. V.BED

16% Discount?!

[kayaman]

Anyone have an idea why BED is trading at such a big discount to the takeout price?
Are there no Arbs keeping this in line? or is TWD hard to short?
The deal seems pretty solid so not quite sure why there's such a sale going on in BED. 5% you'd expect with two months to closing, 16% is pretty crazy -- If TWD falls to 1.70 by closing you still breaking even buying BED here. But TWD exploded away from 1.80 and is hanging at 2.00 so it seems like 1.70 is a good entry point. I'm buying, I'm long a bunch.. I'm really confused.

[Stockcoach1]

 Frankly i I think it stems from a lot of confusion. I tried to explain numerous times yesterday that this deal is not based on .465 of 1.80 share. For some reason people were convinced that it was based on the 1.80 vale of TWD share on the previous closing day and that you will only get .83 cents per BED share. As it sits at today's close the conversion rate for a BED share is .925 cents

[stockaelangelo]

This is a case of all of us being a bit too close to these stocks and this sector. The general investment community sees this arena as extremely volatile still, and there is plenty of validity to those concerns.  If TWD drops below $1.75 come deal time, then anyone who has picked up shares since the announcement will be in the red. Considering both TWD and BED lost some steam yesterday, the

[syl3993]

Imagine getting the chance to invest in Budweiser 2 years before prohibition was abolished... Best quote to reflect this transaction yet!!! I personally love this deal, together these two companies merge into a world leader in a field that is very much in it's infancy. The future looks bright...

[dastocknow]

the only danger now is if tweed tanks on their financial#'s but that is short term.

[dastocknow]

what mystifies me is that tweed's up in sp and volume while bed's down!! buying here at ,81 is like getting tweed for under 1,80

[Tweedlede]

Revenues are pretty much already priced in because they told us the gram's sold.  So expect 1.25 Million in revenue. The question now is the burn rate.

[cinema4d]

what type of expansion have they(TWD) done during this 1/4 that anyone is aware of.. thanks C

[CommonCentsforDollars]

As of April 29th, they announced the below expansion news at the NOTL facility. Cheers. Planned Expansion Commences at Tweed Farms V.TWD| April 29, 2015 https://www.stockhouse.com/news/press-releases/2015/04/29/planned-expansion-commences-at-tweed-farms#Vltlh3tKly13qhp5.99

[Porttola]

Hello from Europe. Unless Tweed's management start to make mistakes we should have a winner here.  I'm not happy about the amount they valued BED for but I don't care that much. I'm not selling, I'm long and I don't care about short sight or the prices of today or tomorrow.