Well, as previously, I think the single greatest factor currently (which seems to be overlooked and underestimated) is New York's commitment to adult use.
Between MM and PC NY holdings, those combined in a NY adult use (#2 national market after CA) alone are immense. (Assuming PCann's cultivation (product quality) is dramatically improved.
I think I was mistaken on earlier assumption it being a 180k. Looks like a 127k but Medmen has a cultivation site as well I believe. (I forgot their NY cultivation specs and status, but from what I have heard from several sources, it's lacking currently).
The issue though which I haven't seen discussed much (if at all) is NY actually has a cap limit on licenses per operator. That has to be addressed and resolved.
Of note is IL also has a license cap per operator, (limit 5 dispo, so PCann and additional Oak Park dispo hit IL dispo limit) and the most recent NJ RFA results (2 more RFA's coming) implemented a similar approach in no more than 1 ATC/License was awarded to each group, despite their score results in the process.
Either way, established footprint in a NY market with advance medical positioning for adult use is quite substantial. And given recent events, I'm surprised to see little reaction to it given the impact on revenues, similar to IL adult use which is in process and should be passed fairly soon as well. (IL a NJ/Murphy scenario in the sense adult use waiting for inauguration of new Governor who speaks daily of wanting it done asap. IL #3 market after NY)
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