This initial consumer program will be similar to the existing commercial program volumes that we have been awarded thus far. However, this underscores the confidence our existing customer is placing in our ability to deliver to a larger segment of the market. Successful execution on this order could lead to higher volume consumer programs in the future with this customer.

At first glance I wondered why the stock could be down slightly with the announcement of a "consumer" award. Things keep looking up and this could explain the need for more capital. The company needs to get paid on some of these early contracts so they do not need to go to the open market for more money which causes dilution, IMO.