Ann: USD$10M Agreement Sales to Mass Brand Retailers across US, page-63

I think it shows that the company remains on track, enough to halt any downwards rerating. But its not enough to sustain a massive upwards rerate either imo. The sales revenues are over an unspecified time period, and are just around 7-8% of market cap, so on their own this is just meeting the expectations already set by management.

Definitely a big positive, confirms what we believe about the company. If we see 2 or 3 more of these in the coming few months then we'll fly. Until then I'm pleased, but at the same time not getting overexcited yet.