If you feel that the EMH is wrong to the degree that you're implying, you should go trade stocks on the valuable alpha that you apparently have.
Irrational is contrary to efficient.
1. If you mean, "the market will not in fact go to the stock price that I think is correct in a time window that anyone can remain solvent for and perhaps ever," then what you are saying is you believe the EMH.
2. If you are instead saying that you are a small fish and big fish could play this scheme successfully, absorbing relatively small fluctuations, then, I mean, go pitch Jane Street in your brilliant approach of "look at the financials." (Obviously, you won't get anywhere because, spoiler warning, they already do this, and it's priced in).
Your conclusion in (2) does not follow. Jane Street works on a time scale of, at most, milliseconds.
We may be sure that Berkshire Hathaway, which does operate on longer time scales, holds no NRGV shares.
And I think the answer that is confident with reality is, "actually, they do, and price in that information, such that there's no alpha left from it. Perhaps people with particular knowledge and expertise can synthesize that information with other knowledge to make useful predictions, but for an average layperson, is priced in."