My concern is that there are no regulations barring upstart companies other than the hoops you have to go through with Health Canada. These small companies will cut into the profit margin of the bigger more established companies.
Also, what happens if/when big toboacco companies decide to start producing? Established companies with distribution and manufacturing facilities already in place, and no need to go to the banks for investment. That is a scary proposition.
Again, too many unknown variables for my investment taste.