NR & Tweet
I would argue that it's not even about the total units sold that this new deal will yield (though of course it's very good and an important achievement for the business -- no deal 'just happens'), but instead about:
GETTING THE PRODUCT OUT THERE
In this morning's tweet PG stated that airborne viral detection is "the new normal". This is powerful. In order for that 'norm' to become realized awareness/adoption need to propogate throughout the end-user [or 'front-line'] economy through as many different 'channels' as possible.
The 'potential' of this deal isn't the bus production capacity for 2020, 2021 or beyond. It's the unquantifiable number of new potential deals that may be borne out of the expanded awareness [or 'netowork effects' if you prefer] of BioCloud that this will result in (in the investment community too).
KNR understands that in leading the development of a new category / segment getting to the "new normal" is about market penetration into as many corners of the economy (verticals, industries, etc. etc.) as possible, to reach as many people possible who may never have 'talked to one another' about BioCloud if their 'worlds' never (or not likely) were to intersect randomly. Luckily, BioCloud can be deployed in transportation, restaurants, and many other end-user (i.e. vs. B2B) settings, frequented by 'everybody' so this process shouldn't take long IMHO to result in 'exponential' increases in awareness (and thus 'product uptake').
So, each new deal is potentially much more than a 'linear' add to the potential growth / sales trajectory. It is one more step towards a new normal where this type of tech (by KNR - yeah! - or other competitors way way WAY down the road - boo!) will become 'ubiquitous'. It's unclear how long that will take but in the context of 'investment horizon' it's reasonable to expect that the process will happen extremely quickly -- current crisis being the 'catalyst'.
Personally, any of the annoying (yes I don't enjoy it) price action of the past while (for ALL the reasons that it may occur), doesn't change my belief in the unfolding of the scenario/outcome I clearly anticipate (per above) and the immense financial rewards it has the capacity to potentially deliver. IMHO this is more than just a potentially very profitable investment (to say nothing of the 'risk mitigating' effects of the core business growth) and hindsight (which with any luck shouldnt' be too far off!) may reveal as much in due course. GLTA