RE:How much should be read I would read into it as a positive of course. But it is a very long process. As with LM and BAE, the company will announce a "tooling contract". That is them casting an actual prototype part which is then testes by the company. A tooling contract shows strong consideration for a future order considering the many steps prior to the tooling contract between the prospective company and IBC. So look for tooling contracts being announced ahead of any significant orders on the EM side.
So to me it means that these two early major aerospace companies are still kicking the tires. BAE on the other hand is the one where we hopefully will be getting an order announced soon.