I think the NY market moving forward will bring an enormous amount of other licensee's, so, current standing would not necessarily indicate future, but as previous, the PC cultivation is quite significant. (As previous, I believe 180k). Current providers are incapable of serving a NY (state) adult use program.
I'm (intimately) familiar with quite a few of their sites and operations (acquisitions as well). They have a lot of work to do, and an even greater expense.
I'm industry, so I tend to focus on shortcomings (nitpick), which is often considered many things.(When something good, I favor it, when something bad, I'm opposed). Truth of the matter is I don't care either way. It's been extremely kind to me so far this year already (7 figures in gains), and I'm sure it will well into the future.
I think they'll do well, as will wise and disciplined traders and investors for years to come , and if they can execute, truly will be immense at some point, but that's a ways off....