I imagine Curt is a little gun-shy, following the Rite Aid/Walgreens DB Dava debacle. So I am sure he is not going to say or publish anything until his ducks are all in a row. The whole Rite Aid thing may have cost him some cash and time, but, he ended up winning a lot of assets after the DB Dava and Rite Aid litigations. (all public information)
Now, I imagine the toppers are considerably cheaper to build than the kiosks, plus he has over 600 kiosks, free and clear that he can place with only the cost of re-labeling them plus the installation costs, so that, in itself, can create a lot of new customers, and I know Curt never stops looking for new customers. His company mantra is “ Failure is not an option”, so, I am not going to give up on him or Provision. I just wish I had more cash to buy more at this level.