New York, given the PC (PharmaCann) holdings is probably going to hold the most promise out of all activities. (I believe the PC NY cultivation is in the 180k range. The lease is a little unreasonable, but given the potential of the site, is what it is and full production will have little impact.
I believe MM has another NY (cultivation) facility as well, but from what I know of it, needs quite a bit of work....
NY adult use will occur, just a matter of when and in general, wh8ile New Jersey will impact some (NY) operators in a scenario where both have adult use, MM should be less so than others due to their retail locations, etc. (ie: Manhattan shoppers aren't going to head to NJ to save $30, etc)...
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